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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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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
iProperty Cloud – Manager App - Property record - UI
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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
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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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
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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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
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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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
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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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
iProperty Cloud – Property record – MSD 365 v8.2
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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
Branch Manager Dashboard
Different dashboards for each business role
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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
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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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
1 Customer – Multiple Profiles
Important Reporting Considerations
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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
Postcode Sales Dashboard
Different dashboards for each business role
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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
Postcode Sales Dashboard
Branch specific postcode sales dashboard
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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
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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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
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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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
Mobility – Property record with guided process
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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
Mobility – property record
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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
Mobility – Quick access menu
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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
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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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
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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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
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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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
Self-Serve Customer Portal
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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
Public Portal
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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
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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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
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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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
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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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
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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© 2018 TechLabs London. All rights reserved.Document Classification: Business Confidential
Contact
Mohamed MostafaDynamics 365 Practice Director
MM@TechLabs.London
http://TechLabs.London
@MIMCRM
http://MohamedMostafa.co.uk
uk.linkedin.com/in/mohamed-i-Mostafa
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