iProperty - Microsoft Azure...What’s Next for iProperty Cloud Solution • Microsoft Azure Cloud hosted - not someone's Garage! • Built-in APIs and web services (Dynamics 365)

Executive Summary and Showcase

January 2018 Business Confidential – Do not Circulate

iProperty.Cloud

Mohamed Mostafa

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© 2016 TechLabs London. All rights reserved.Document Classification: Business Confidential

Single Property Solution on a World-class Cloud Platform

Customer Service & Omni Channel

Users Mobility

Pipeline & Sales Targets

Leads Generation

Surveys

Speech 2 Text

Telephony & Auto-Diallers

CRM

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iProperty Cloud – Manager App - Property record - UI

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iProperty Cloud – Add to Property Portals

• Built-in integration with Rightmove, “On the Market”, Zoopla, Prime Location and more

• Built-in Market Information and Property Valuation (Data provided by Zoopla Intelligent Engine)

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Solution Basics & Design Principles

iProperty Cloud Core Design Principles

• 3 Design Principles embedded throughout the solution:

1. Customer Retention (For example: 360 degree view + vendors & landlords self service)

2. User Adoption & Usability (For example: User experience design and guided processes)

3. Cost Reductions (For example: processes automations including emails, tasks, reminders)

• Built, tested and verified by Estate Agents in branches (sales and lettings)

• Best practices: Avoiding deprecated features, Follow Microsoft recommendations, Implement the latest

features, Designed for Future/Upcoming capabilities

• Almost 95% Dynamics Configuration versus Custom Development - extensive business logic configuration

• Approx. 90% of most Estate Agents requirements built (plus integration & Data migration)

• Reviewed and Validated by Estate agents Owners and Senior stakeholder

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Some Key Features

iProperty Cloud Key Features

• 4 Profiles - 1 Customer record - 360 degrees view of Contact including activities

• 1 Property: Multiple "Property Sale" and / or "Tenancies" for each Property

• History of all property sales and tenancies

• Multi-party sales and tenancies including individuals and/or companies, solicitors, etc

• Guided Business Process Flow for New Instructions: Vendor and Landlord

• Guided Business Process Flow for New Applicants: Tenant and Buyer

• Many more guided processes with ability to extend and further configure

• Agency calendar, scheduling board and field Service Scheduling

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iProperty Key Features

• Fully guided processes

• Automated tasks, viewing appointments and follow up activities

• Notifications and reminders for sending out letters, documents and agreements to customers at the

appropriate times – Word Templates

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iProperty Cloud – Property record – MSD 365 v8.2

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Branch Manager Dashboard

Different dashboards for each business role

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More Key Features

iProperty Cloud Key Features

• Instant Letters and Documents auto Generation with auto-filled information

• Documents generation available within guided process (or at any point)

• Push Properties to “On the Market”, Rightmove and Zoopla

• PAF - Address Postcode matching: Configurable to your requirements (Postcode anywhere or your PAF)

• Document management in SharePoint Online and on-premise

• Fully integrated with Office 365, Skype for Business, OneDrive for Business, Social Engagement

• Comes with a .Net MVC Customer self-serve Portal or Using Microsoft Portals

• Adds an online estate agent to your high street branch

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1 Customer – Multiple Profiles

Important Reporting Considerations

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Postcode Sales Dashboard

Different dashboards for each business role

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Postcode Sales Dashboard

Branch specific postcode sales dashboard

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Business Apps - Dynamics 365 Latest

Targeted Navigation, forms with applied security

• Sales App (in Branch)

• Lettings App (in Branch)

• Branch Manager App

• Regional Director App

• HQ Director / Executive App

• Full/All Features App (Admin)

• More configurable Apps as required

Advantages:

• No clutter menus, Targeted Navigation,

• Tailored Forms with applied security

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Mobility

Solution Mobility Features for iProperty Cloud

• Property Valuation Visits

• Onsite Property information capture

• Instant Property Photos capture and upload

• Property Viewings feedback instant capture

• Setup properties, contacts, all profiles,

sell services, check updates ON THE GO

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Mobility – Property record with guided process

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Mobility – property record

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Mobility – Quick access menu

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Matching Engine

Intelligent Matching People and Properties

• Match Applicant (Buyer/Tenant) to Properties

• Match Property to Applicants (Buyer / Tenant)

• Generate Property Listings based on Specified Criteria

• Match Applicants Buyers / Tenants to Property Listings

• Send Property Listings to matched applicants

• All Fully Configurable (via Config record for future-proof including if you added new fields in future)

• Next phase, Machine Learning Relevant Search – learning from previous results & customers

behaviour

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Technical and Integration Features

What’s Next for iProperty Cloud Solution

• Microsoft Azure Cloud hosted - not someone's Garage!

• Built-in APIs and web services (Dynamics 365)

• Extensibility to Microsoft Cloud including Biztalk services, Azure service bus, Logic Apps, etc

• Incorporates Microsoft Azure cloud apps, modules, features and the whole ecosystem

• Built for the Cloud but can be on-premise or Hybrid model

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Self-Serve Customer Portal

Customer Portal Features – Latest Microsoft .Net MVC features

• One click push from Dynamics to Portal: Property Marketing, photos, floor plans, brochures, EPC.

• Customers: Landlords, Tenants, Buyers & Vendors: Own login with regular updates

• Online Instant Ticketing straight into Dynamics 365 with two way instant communication

• All Updates (Configurable): Maintenance issues, Property Sale Progress, Tenancy References Updates

• All Information on Dynamics Exposed to Portal

• Customers Portal logins controlled inside Dynamics: One System – no switching between systems

• Content Managed allowing marketers, administrators and IT to update customer portal content

• Configurable Search Engine Optimisation throughout

• Can be embedded into other websites and portals or used standalone

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Self-Serve Customer Portal

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Public Portal

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Data Protection Act & GDPR

Data Protection

• PCI Compliance: Non-sensitive card information in the response to a charge request. This includes

the card type, the last four digits of the card and the expiration date. Not subject to PCI compliance

• GDPR Considerations: PII, Sensitive Data and Security Model: Only those who need each data object

for their daily work activities, can see it.

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Product Roadmap

What’s Next for iProperty Cloud Solution

• Released: Valuation Speech to Text to save time typing property specifications

• Coming Soon: Chat bot using Microsoft Bot framework for updates, cross-sales, up-sales, etc.

• Full Field Services Automation

• Speech to text for Call Centre operations

• Azure Machine Learning Relevance Search (AI)

• Live Assist and Café X

Extensibility options

• Integration with your Finance solution

• Complete Call centre operations

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Engagement Approach

• iProperty monthly subscription per user per month includes:

✓ Not just license to use the solution with all pre-built components and processes

✓ 12 months worth of configuration and build to the highest Microsoft standards

✓ Every new feature and future module included – for example: Rightmove Real Time data feed

✓ 2nd line Application support including bug fixing and issues resolution

✓ Dynamics Cloud upgrade support and solution upgrades all included

✓ Replacement of Microsoft deprecated features all included

✓ 8 hours SLA for tickets - Mon-Fri 9am to 5pm – other options including managed services available

• Onsite Team to tailor the solution to customer’s processes specifications

• Experienced Integration and Data Migration consultants to ensure timely and best practices delivery

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Practice Lead Profile: Mohamed Mostafaa Technologist with strong Business Focus:– Microsoft Most Valuable Professional

• Career (Most recently):

Dynamics CRM Practice Director @ KPMG UK and Senior Manager @ Accenture UK

• Technology:

Microsoft Dynamics CRM Technical and Solution Architect since v1.2. Hands-on delivering & leading some of

the most complex and successful high profile Dynamics Implementations across the UK, US, Europe and MENA

• Academic:

Masters in Business, Henley Business School & Masters in Software Engineering, Nottingham University

• Personal and Business Achievements:

o Led the delivery of several multiple multi-million pound Business Transformation Dynamics Programmes focusing on Technology enabled Business Solutions that achieve their ROI and the full benefits case

o Regular speaker in conferences focusing on Microsoft Dynamics, Digital Transformation, Customer Experience and Technology Innovations

o Led and Managed large onshore and offshore teams across multiple continents

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Contact

Mohamed MostafaDynamics 365 Practice Director

[email protected]

http://TechLabs.London

@MIMCRM

http://MohamedMostafa.co.uk

uk.linkedin.com/in/mohamed-i-Mostafa