Lead Allocation System (LAS)

A3 Inc.

What is a lead?How do we help the customer?How do we acquire leads?How do we distribute leads?How is lead quality maintained?

Introduction

Legacy LASAsynchronous distribution of leadsDelayed reportingAffiliates / Merchants low satisfaction rate

New LASOn the spot allocation of leadsBased on lead geographical location (Zip

Code)Based on the lead acquisition rate ($0-$30)

Business Opportunity

Marketing department cost reduced by 60% within one year

IT department cost reduced by 15% within six month

Reduce Time for allocation the Leads from days to hours which will increase company revenue from 10% to 20% within six months.

Lead conversions Increased by 50%. Within six months

Partner’s / Affiliates satisfaction rate: Increased by 50% within one year

Business Objectives

Real time allocation – Leads can be contacted as soon as they are allocated. The waiting time would reduce from days to a time period, in the seconds, that the marketing department deems appropriate

Marketing department – Increased conversion would make advertising for marketing department easier since they would now be able to market the business with a new niche

Stakeholder's goals

Exclusive lead means assigning a lead to a partner who accepts a lead which it has no demand for

All transactions must be logged at granular level for debugging and legal purposes

Legal agreement between A3 Inc. and partners necessary

Business Risks

Allocate lead to highest bidderReal timePartners would bid or decline to bid for a leadLead would be allocated to the highest bidder

Partners need to respond in a legally binding SLAPartners would do not respect SLAs would be

ignored even if their bid is the higest. This is very important to keep the system in a “Real Time” mode at all times.

Major Features – Real time lead allocation

Two interfacesIncoming leadsPublishing leads

Algorithm for analysis and routingAnalysis of the bids based on the SSN and Zip codeRouting the correct non-duplicate lead to a unique

partner

Major Features – Real time lead allocation

AssumptionsContractual AgreementCompleted integration

LimitationsSystem would not support advanced marketing

analysis

Assumptions and Limitations

Company PresidentBelieves system is essential to the continued

success and growth of the companyMarketing Department

Want the system to be accurate enough to free up their resources and also be able to market the system to:Potential Lead Allocation BuyersPotential Lead Allocation Sellers

DevelopersWant the system to be easy to use and maintain

Stakeholders Profiles

UsersAccurate SystemResponsive

Project ManagerSuccessful ProjectBe under budget and delivered on time with all

known features

Stakeholders Profiles (Cont.)

Interface for Lead Allocation

Project Priorities