Sitecore based Proposal Generator for Law Firms.

Sitecore based Proposal Generator for Law Firms.

 

Sitecore & Digital

We have worked on many proposal generator application for many law firms and this article tries to explain main features for this application.

First why do we need this:

  • Help in reduction in time consuming process of generation of profession bio proposals for law firms for their customers.
  • Consistent branding for proposal across practices.
  • Seamless approach between disparate sources of information.
  • Email management to provide regular update/alerts on proposal update to business development team.
  • To export proposals in usable formats like word doc or power point presentations.
  • Quick search for appropriate content and access to proposals created in past.

Workflows

To provide the proper authorization to publish content for different practices/sectors and push the notification to right set of people in firm.

Templates

This feature is to provide predefined templates for proposals to avoid any additional effort in creating proposals.

Multi-lingual Capabilities

To provide support for different languages to create proposal for different regions as Law firms usually have offices around the globe.

Template Modification

This is to allow users to make modifications in template for their specific needs.

Proposal Preview

In order to find the final copy of proposals, it is important to review the draft copy of proposal.

Ability to insert external objects

This is important feature to insert information from external systems like power point or excel.

Mobile Friendly Features

This is essential feature and game wining option as most of the customers of Law firms would like to review the proposal on mobile devices as they are travelling a lot of time.

Search Sitecore for content

This is to search content on Sitecore for use in proposal like bios, company information etc.

Email Notifications

  • Application should be able to send email notification to users whenever any template is updated or new proposal is generated, tag any template for notification on template update.
  • Business Development should receive notification whenever any proposal is pushed to Interaction.
  • Mechanism to send notification whenever there is any content is approved through workflow.

Proposal generator Data Storage

  • Proposal generator should have storage of its own which will save some data related to proposals only like proposal versions, Template structure, Static content in templates, Meta data related to proposals. This can be used for new or existing proposals.
  • To provide regular data sync between Sitecore and proposal generator in order to get the updated data.

Integration

This is another important feature for proposal generator application. The integration can be with experience platform, CRM, some document management system.

This is third in series of Digital Strategy where we will discuss about Key Performance Indicator (KPI) about any site after development. It is very important for your customers to find the ROI on their investments by reviewing the KPIs. It is prudent that you discuss and decide on KPI during digital strategy phase in starting.

Some of the key factors are followings:

  • Traffic
  • Links in from third party sites
  • Google queries shows users are looking for this information
  • Profile information captured
  • Downloads
  • Views of videos
  • Increase in in-bound traffic from social media
  • Log-ins
  • Referrals
TECH

6 comments

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