ultra prod sas: product concept proposal for quot-o-matic

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Quot-o-matic An everyday SAAS business application by Ultra Prod SAS

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Quot-o-maticAn everyday SAAS business application

by Ultra Prod SAS

The Company

UltraProdMike Castro DemariaCEOFounder and President of Ultra Prod since 2010

Laurence Castro DemariaDirector A & FFounder and managing money

Didier CastelloSenior Business DeveloperOpens us to a new world of possibilities

Franck MaussandSenior developerFor him, development is a creative process, like drawing

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

The Team

Hello!Anastasia Lyukshina

Project Manager

Taylor CavaleDigital Marketing Manager

Zifan ChenCommunication Manager

Haneen RaslanMarket Analyst

Bharat Mahesh PatilMarketing Manager

Skema coaches

The coaches

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Muriel WalasProject Management Coach

Frederic BossardDigital Marketing coach

Project concept

Everyday SAAS business application

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

An online accountingsolutionInvoicing, quotation automatically

For SMBsEspecially for small and mediumcompanies

InternationalIn five countries in Europe first, then THE WORLD!

Project Managemet Methodology

Target and Owner Map

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

  NEEDS

OWNER To create a profitable and competing software.

TARGETAn online cloud software to allow them to manage their business financials and invoices

REQUIREMENTS

Market Research in main European and international markets.Feasibility Analysis.R&D.

To have a software that will help them manage their business and their relationships with their customers.

MISSIONS

To be the pioneers in the "SAAS for SMBs" domain.

To maintain a strong relationship with their customer and guarantee sustainability of their business.

ACTIONS

Launching the product online after design and development

Buying the product and using it to serve their customers

FEEDBACK

Measure Client satisfaction through setting KPIs and using surveys

Measure customer satisfaction through setting KPIs and using surveys

“O-Tree

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

To develop an online management and accounting solution for SMBs

To understand customer

To do a research for SMBs

To update SMBs factsTo study SMBs in Europe

To study customer behaviors

To define concerns of customers

To analyze related law

To do feasibility study of business

model

To design a business model

To find the position of our project

To analyze market and competitors

To study local market and competition

To study the markets and competition in

Spain, Germany, Italy, UK

Market Study

Markets

Germany

Italy

France

Spain

UK

Market Environment

Quotomatic

CustomersSMBs 5

countries

IndustrySaaS World

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Global cloud computing market forecast

SAAS Most highly deployed global cloud service by 2018

Cloud market in Europe

€ 3.50

€ 3.60

€ 2.30

€ 2.20

€ 2.80

Market Size (in billion)

UKGermanyFranceSpainItaly

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

SMEs

Germany

Italy

France

Spain

UK

>99%

>99%

>99%

>99% 99%

United Kingdom

ConstructionProfessional,

scientific & technical activities

Wholesale & retail trade

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Source: ons.gov.uk

GermanyWholesale

& retail trade

Repair of motor vehicles, motorcycles and personal

& household goods

Construction

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Source: destatis.de

France

Wholesale, retail, transportation, accommodation and restaurant

s

Specialized activities, scientific and technical

activities

Construction

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

tradecommissioner.gc.ca

Italy

Metal produ

cts

Wood and Furniture

Retail

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Source: esteri.it

Spain

Service

Trade

Construction

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Source: OECD.org

Sources of Value

◉Access to innovation◉Value for money◉Focus on business rather than

technology◉Ease of installation or integration

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Perceived Challenges

◉Technological complexity◉Lack of experience in new

technology/business model◉Privacy◉Capital to fund new investment

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Conclusion

Competitors benchmark

Benchmark Methodology

◉Defined competitors◉Studied each competior◉Compared all competitors◉Analyzed the finidings

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Benchmark: Features

Methodology

◉Define basic criteria for software features◉Define additional software features◉Define features for each competitor◉Compare features among competitors◉Analyze the comparison to find best practice

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Features Fresh Books Xero IntacctSage One

Quick Books Acclivity

Less Accounting Wave Aplos

Express Accounts Ahkio

Selling ✓ ✓ ✓ ✓Customer Management ✓ ✓ ✓ ✓ ✓ ✓ ✓Quotes Management ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓

Budget management ✓ ✓ ✓ ✓ ✓ ✓

Shipping management ✓

Account payable management ✓ ✓ ✓ ✓ ✓

Creates financial statements ✓ ✓ ✓

Inventory management ✓ ✓ ✓ ✓ ✓

Expenses ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓Time Billing ✓ ✓ ✓ ✓ ✓ ✓ ✓Product management ✓ ✓ ✓ ✓ ✓

Asset Management ✓ ✓ ✓ ✓ ✓

Payroll ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓Summary Dashboards

Customized header and footer ✓ ✓ ✓ ✓ ✓

Multiple Activities' profile ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓Billing modes (incl. Paypal) ✓ ✓ ✓ ✓ ✓ ✓ ✓Automated quot -> invoice -> mailing ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓Customer payments tracking ✓

Reports and Stats ✓

Sync catalog to selling interface ✓ ✓Alerts ✓ ✓ ✓

VAT warning ✓ ✓ ✓ ✓ ✓ ✓

Business contacts sync ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓Export/import data ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓Graphs ✓ ✓Free Trial ✓ ✓ ✓ ✓ ✓Cross platform ✓ ✓ ✓

Bank reconciliation ✓ ✓ ✓

Training ✓ ✓ ✓ ✓ ✓ ✓

Support ✓

Different formats of import&export ✓ ✓ ✓ ✓Contacts ✓ ✓

Customized site URL ✓Multycurrency transactions ✓ ✓ ✓ ✓ ✓ ✓English ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓Other languages ✓ ✓ ✓ ✓ ✓ ✓ ✓

Benchmark: Features◉All the 11 competitors have these features in common Automated quote -> invoice -> mailing (ease of use) Reports and Stats (ease of use) Free Trial (ease of use) Expenses (function) English ( international)◉10 competitors have customer support◉9 competitors offer the ability to make “graphs”

in their softwareCompany Team Coaches Project

ConceptPM

methodology Market Study Benchmark Features & design

Business Model

Benchmark: Ergonomics

Methodology ◉Measurement criteria determined◉Target companies identified and evaluated◉ Targets for improvement are identified

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Ergonomics criteria

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

◉Findability◉First Impressions◉Call to Action

Effectiveness◉Ease of Use◉Content ◉Accessibility◉Personalization

Weak = 1

Moderate = 2

Strong = 3

Ergonomics criteria

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

◉Findability◉First Impressions◉Call to Action

Effectiveness◉Ease of Use◉Content ◉Accessibility◉Personalization

Search for brand name finds main site

Search for general key words direct me to main page

Ergonomics criteria

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

◉Findability◉First

Impressions◉Call to Action

Effectiveness◉Ease of Use◉Content ◉Accessibility◉Personalization

Well branded

Easy to navigate

Offers an incentive

First Impressions What users see first.

Strongest First Impressions:

Xero

Less Accounting

Ahkio

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

1

3

2

Ergonomics criteria◉Findability◉First Impressions◉Call to Action

Effectiveness◉Ease of Use◉Content ◉Accessibility◉Personalization

Clear and visible

Well positioned

Competition from other messages

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

CTA (Call To Action) Effectiveness Converting visitors into customers

Strongest use of CTA:

Xero

Intacct

QuickBooks

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Ergonomics criteria◉Findability◉First Impressions◉Call to Action

Effectiveness◉Ease of Use◉Content ◉Accessibility◉Personalization

Breadcrumbs

Major headings

Consistent styles

Use of emphasis

Language options

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Ease of use A user experience that works for the user, so they don’t have to!

Easiest sites to use:

2

3

1

Freshbooks

Intuit QuickBooks

Ahkio

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Ergonomics criteria◉Findability◉First Impressions◉Call to Action

Effectiveness◉Ease of Use◉Content ◉Accessibility◉Personalization

Data conversion

Cross-platform Application

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Content SaaS that works for customers’ existing data.

Best cross-platform features:

3

1

2Freshbooks

Sage One

Wave

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Ergonomics criteria◉Findability◉First Impressions◉Call to Action

Effectiveness◉Ease of Use◉Content ◉Accessibility◉Personalization

Speed

Ease of use

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Accessibility SaaS usability must be mirrored by website usability.

Most accessible SaaS: 3

12

acclivity

Wave

aplos

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Ergonomics criteria◉Findability◉First Impressions◉Call to Action

Effectiveness◉Ease of Use◉Content ◉Accessibility◉Personalization

Useable in multiple industries

Ease of customization

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Accessibility SaaS usability must be mirrored by website usability.

Best customization features:

3

1

2

Xero

Less Accounting

Wave

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Product features & design

The Product: Features

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

◉Ease of use is what we should focus on◉For pricing strategy, Free trial is

necessary

Features (Function - international)

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Functions•Selling•Customer

management•Quotes management•Reports & stats•Inventory

Management

International

•Multi-language•Multi-Currency

Features (ease of use)

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

•Customized header & footer

•Billing modes (including paypal)

•Multiple activities profile• Automated quotes ->

invoice -> mailing•Customer payment

tracking•Sync catalog to selling

interface

•Export/import data in multi-format

•Graphs•Business contact sync•Vat Warning•Cross Platform•Customer Support

The Product: Design

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

◉Branding that is recognizable and easy to recall◉First Impressions: A landing page

that instills user confidence in our product◉Personalization of SaaS for better

client/ end-customer experience

Business Model

Service provider’s Considerations

◉Service/Business Architecture◉Scalability◉Operations cost◉Security◉Service quality and availability

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Service Business Architecture

Network centricity

Intellectualproperty

Business Model

Marketing

Technology

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Marketing

1. •Unique value preposition for both vendor and clients.

2. •Reduce barriers to adoption.

3. •Inherently social

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Intellectual property

1. •Proprietary Functionality

2. •Create value beyond the core application.

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

Technology

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

1. •Self-service, network-centric and ecosystem focused.

2. •Single Instance, Multi-Tenant in production.

3. •Web-native.

Business Model

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

1. •Inbuilt Revenue Model

2. •Leverages many of the 7 revenue streams available.

3. •Metering, Billing internal to Application.

7 SAAS Revenue Streams

◉Network Effect: Producers, Consumers, Ecosystem

Network Effect

EcosystemProducts

Subscriptions

AdvertisingServices

Ancillary

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

SAAS Pricing Approach•The pricing page is the final

gate between company and the customers so, it’s necessary to be well designed.

•Best number of plans to have is 3 to 4.

•Best number of features per plan is to have is 6-10 followed by 1-5. Company Team Coaches Project

ConceptPM

methodology Market Study Benchmark Features & design

Business Model

Description of Subscription Lengths

Annual pricing only

Monthly and Annual pricing

Monthly Pricing only 70%

18%

6%

Company Team Coaches Project Concept

PM methodology Market Study Benchmark Features &

designBusiness

Model

What’s next ?

Survey

Mock Up

Communication Plan

Business Plan

Prototype

Any questions ?

Thanks!