EXHIBIT 10.5
MethodFactory, Inc. - www.methodfactory.com
Follow-on development for QxPrint 1.0
25 October 2000
James Williamson
MethodFactory, Inc.
240 N Washington Blvd
Suite 530
Sarasota, FL 34236
v. 941.364.8161
f. 941.955.5481
e. [email protected]
www.methodfactory.com
Project scope for Retrieval Dynamics Corp. 25 October 2000
Project: Contact import & customer service scope
Page: 1 of 3
Version: 1.1
MethodFactory, Inc. - www.methodfactory.com
1. Objective
Follow-on proposal to the QxPrint web application development proposal
2. Assumptions
* Baselevel functionality will not change during the Nov. 1-3 workshop.
3. Development
Contact Import
* Process
o Web wizard and expert mode PIM output steps for Act & Outlook users
* Web wizard
* Step-by-step instructions for user to export contacts from
either Act 2000 or Outlook 2000. Web wizard is displayed in
an HTML pop-up browser window, and includes screen captures
of the Act & Outlook export process.
* Contact file upload vehicle
<PAGE>
* Expert mode
* Bulleted file export steps
* Contact file upload vehicle
o Data map PIM contact fields to the QxPrint contact management format
o Import PIM data using a bulk overwrite process for all data with a PIM
source tag
* Do not erase any contact initiated directly via the web
interface or wireless interface
o Confirm contact import results
* Successful imports
* Import errors
Customer Service
* Summary: Develop a customer service representative (CSR) administration
panel for use by QxPrint staff.
* Site Map:
o Customer service home - a master page with access points to account
management, transaction viewing, credit issuance, and user activity
sections.
o Account Management - ** Covered in initial proposal
* Add/update/delete users
o CSR activity/transaction viewing -
* Display by
* User
* Transaction type
* Date
* Bill status
* On-screen reporting
* ** Read only: Transaction modification/deletion is not allowed
o Credit issuance/reporting -
* Issue account level credits/debits
* Track CSR actions (ie, credit, debit, help desk call, email,
etc). Log:
* Date & time
* CSR ID
* Comments
* Display by
* User
* Transaction type
* Date
* Bill status
* CSR ID
* Comment field
<PAGE>
o CSR Membership -
* Develop a tiered membership structure to facilitate a traditional
customer service hierarchy.
* Version 1.0 implementation includes one service level across all
CSR reps.
4. Development Costs
The cost of Development of the Qxprint contact import functionality and customer
service module will be $12,500. In light of the current work scope, the
following payment structure is recommended.
Description Amount Date
========================================================== ======= ========
1. QxPrint 1.0 proposal acceptance & retainer $6,450 10/6/00
2. Contact import/CSR proposal acceptance & retainer $3,750 10/25/00
3. Milestone payment: User interface, contact management
and contact import completion $8,750 11/17/00
4. Final payment: Delivery of complete solution $15,050 12/15/00
5. Development Schedule
This project development scope is included in the provided MS Project
development schedule.
MethodFactory Retrieval Dynamics Corporation
By: /s/ Jeff Givens By: /s/ Sharron Ballgae
Title: Bus Dev Title: Chief Technology Officer
Date: 10/25/00 Date: 10-25-00
