Would you be open to the solution being delivered as a SaaS with a monthly (or annual) subscription fee? The assumption being the subscription fee covers access to all the features you need, for all of the users you need, and includes hosting, bug fixes and so on-- one simple price without surprises. You would also own your data and be able to export it if/when you wanted to switch solution. If you would be open to a SaaS model like the above, what sort of annual budget (roughly) would you have for a product that solved all the requirements in your RFP?
No, this cannot be an already created SaaS solution.
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Relating to the "Ability to send referrals to partners and track referral interactions and outcomes" requirement, how are you currently accomplishing this? Do you have any thoughts on how you'd like this implemented?
We are not currently doing this. We are looking for the startup to offer a solution to how we can do this with a new system.
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Relating to the "Ability to produce detailed system reports" requirement, do you have examples of reports that you need to generate or any more specifics about what you need data you need in particular? Would being able to export as CSV suffice?
Reports can include number of new businesses, demographics of businesses seen in our office, zoning requests (i.e. any of the services we would provide), types of business, council districts of businesses, just to name a few. But we are open to your suggestions as well. We will need more than a CVS, we are more interested in graphics for our data reporting as well. At this time is takes too much man power from our team to manipulate our current system to get any useful data for our office.
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In your background, you've mentioned an existing digital business platform. It is unclear from the information if you are looking to replace your digital business platform or augment it.
We are looking to replace the current system. If there are ways to work with the current system that can be explored during the residency.
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Relating to the "A customer in-take module (single page data form) that will create a client profile" requirement, what sort of information are you collecting now (or looking to collect in the future) on this form (and in the client/business profile)?
We are looking to collect basic more information about the client to include demographics, business information (name, type of business, employees, etc) and any other information that helps to match them with proper referrals.
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Relating to the "Ability to analyze referral activities and outcomes" requirement, what are the outcomes and/or activities that you need to analyze? Is there a specific set? How are you currently accomplishing this?
Currently our office gives referrals to state, local and other municipal agencies, as well as, entrepreneurial resource organizations. We would like to have some form of follow up to any referrals the clients actually utilize to track the outcomes. For example, if we refer a client to local mirco-lender, we would like to track if the client got qualified and was able to get funding.
We are not currently tracking this internally at this time.
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Is there a budget or a max threshold for this project?
$5-10K
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Could you please tell us if your current GIS solution provide an API for accessing data so we way integrate it with this solution. Could you also share the product name and version so we may investiage al integration options on our own.
The current GIS system is through the City planning department that helps us to assess zoning clearance. The system is available online and free for anyone to use to check on their own.
http://maps.kcmo.org/apps/parcelviewer/
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Could you please provide information about your existing digital business platform. Any additional information you can provide would be very helpful.
The current system simply tracks business profiles (in-take information), services by our business advocates (i.e. zoning clearance, state registration, EIN, etc) and referrals.
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Can you provide some detail on how you envision this system interfacing with GIS Maps?
The KC office utilizes an online mapping system to help us evaluate and determine zoning clearances. The link can be found below. We are looking to see if there was a way to interface this into a system on the backend to determine the zoning for our clients all in one place. As we collect the address for the business, is there a way to interface it with our maps to automatically determine zoning without us having to move to another site and re-enter the information? This is preferred, but not required to apply for our challenge.
http://maps.kcmo.org/apps/parcelviewer/
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