We are looking for an accomplished technology leader who can oversee the design specification and implementation of a business portal and integrated business development/content marketing platform.
This project represents three distinct phases:
1) Functional specifications of our “marketing stack”: CRM, inbound marketing, content marketing development, and enablement of direct selling into named accounts
2) Review and improvement of 20+ workflow swimlanes (developed using BPM Notation standards), user authority table, common data model, and logic and data flow diagrams.
3) Development of a milestone-based project timeline with estimated costs and resource requirements.
We are looking for a technical solution consultant who can build a decision matrix, using weighted values for discrete functions of popular sales and marketing applications. This requires prior domain expertise in CRM, integrated messaging and newsletter marketing, inbound marketing (campaigns, personalized landing pages), database marketing and list maintenance, and other automation of the “quote to cash” workflow of account-based marketing, sales, and service.
We anticipate that the decision-matrix will enable a rapid side by side comparison of popular marketing clouds and standalone best-of-class tools. We will provide a short list for suites and tools to consider.
We would like a technical solution consultant to modify existing requests-for-proposal frameworks and deliver a customized decision matrix by July 25.
We invite Upworkers with domain expertise and examples of decision matrices for CRM and marketing automation technologies to bid on just the Marketing Stack.
Over the past six months, two BPM analysts have done a great job modeling approximately 30 workflows for two of the three critical businesses processes. They will soon complete BPMN-compliant swimlanes for the third area of the business.
We need a Senior Solution Architect who can review existing BPM documentation and work with the existing two analysts in developing a common data model (by which to extract data from one of three legacy systems and operationalize the BI / reporting database capability).
In parallel, our senior solution architect will create formal logic and data flow diagrams for subsequent use in system development and process integration.
MILESTONE-BASED PROJECT PLAN
We are looking for an accomplished Senior Technology Executive to review existing technical documentation and produce a milestone-based project plan that will deliver a fully operational portal, integrating two legacy applications (Intuit QuickBooks or another bookkeeping system and an audio transcription workflow manager), and a new CRM and account-based marketing platform with an open-source BPM or ERP platform.