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The following analysis outlines important analysis questions and activities that MUST be performed before undertaking the installation and configuration of the Framework MyNewHome Portal software.
Step 1 - Workstation Requirements
The Framework MyNewHome Administration application is used to configure all aspects of the Framework MyNewHome website. This application should be installed for users responsible for maintaining the configuration of the Framework MyNewHome website.
Step 2 - MyNewHome Site Details
Each question should be considered and the answers recorded. The answers will be required when installing and configuring Framework MyNewHome.
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Builders are free to use the MyNewHome name however this name cannot be offered exclusively to any one builder. |
Analysis Question | Response |
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Site Name | |
e.g. | |
Site Login | Dedicated Page |
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Page Footer Text | |
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Step 3 - MyNewHome Site Map / Configuration
The following table lists all web pages that make up the Framework MyNewHome Web Portal. Use this table to consider the appearance, content, and customisation requirements of each page. Specifically:
Review each page and decide on its inclusion in the site (pages can be suppressed using preferences).
Decide if any custom browser captions should be used.
Decide if any custom page banners should be used.
Decide if any custom page introduction text should be used.
System Area | Primary Page | Secondary Page | Include? | Custom Caption? | Custom Banner? | Introductory Text? |
|---|---|---|---|---|---|---|
Logon | User Select | Yes | ||||
Home Page | Yes | N/A | ||||
b | My Details | |||||
Update Client | ||||||
Update Contact | ||||||
My Land | ||||||
My House | ||||||
Image Zoom | ||||||
Important Dates | ||||||
Current Status | ||||||
Keep In Touch | Messages | Compose Message | ||||
Reply | ||||||
Inbox | ||||||
Sent Items | ||||||
Deleted Items | ||||||
Appointments | ||||||
Comments | ||||||
Gallery | Gallery Zoom | |||||
My New Home | ||||||
Drawings | ||||||
On-Site Photos | ||||||
Scanned Documents | ||||||
Documents | Letters | |||||
Tenders | ||||||
View Tender | ||||||
Contract | ||||||
View Contract | ||||||
Colour Selection | ||||||
View Colour | ||||||
Variations | ||||||
View Variation | ||||||
Progress Claims | ||||||
Delays | ||||||
Contacts | Compose Message | |||||
Company Details | ||||||
My Sales Team | Salesperson | |||||
Display Centre | ||||||
My Administration Team | Administrator | |||||
Colour Consultant | ||||||
Tender Presenter | ||||||
Contract Presenter | ||||||
My Construction Team | Construction Manager | |||||
Construction Supervisor | ||||||
My Maintenance Team | Maintenance Administrator | |||||
Maintenance Supervisor | ||||||
Help | Frequently Asked Questions | |||||
Web Site Help |
Step 4 - Website Actions
The Framework MyNewHome website provides several important functions to clients, enabling them to interact directly with the builder and with Framework itself. The following client actions should be discussed and their availability determined.
The following actions are defined in the Framework MyNewHome application. For more information on installing Framework MyNewHome, see Framework MyNewHome Installation.
Open Framework MyHewHome.
Login to the system.
Open the Preferences screen (MyNewHome > Preferences)
From the Preference Groups list, expand Actions.
Edit the following, as required.
By default, all of the following preferences are enabled
Auditing
Action | Allow Action? |
|---|---|
Enable Basic Auditing | |
Enable Detailed Auditing |
My Details
Action | Allow Action? |
|---|---|
Enable Client Update | |
Enable Contact Update |
Documents
Action | Allow Action? |
|---|---|
Enable Approval of Colour | |
Enable Cancellation of Colour | |
Enable Approval of Variations | |
Enable Cancellation of Variations | |
Email Administrator | |
Email Client |
Contacts
Action | Allow Action? |
|---|---|
Email Salesperson | |
Email Administrator | |
Email Colour Consultant | |
Email Tender Presenter | |
Email Contract Presenter | |
Email Construction Manager | |
Email Construction Supervisor | |
Email Maintenance Administrator | |
Email Maintenance Manager | |
Email Maintenance Supervisor |
Step 5 - Important Dates
The Important Dates page in Framework MyNewHome is the site's implementation of a work flow model that lists all major and minor stages of a job's path through the construction process. It is important to verify the stages to be included in the site, their preferred name that will make sense to clients, and the Framework field that will be retrieved to indicate that the stage is complete.
Minimum Web Site Content Requirements
Assuming that there was no customisation to be done to the standard Framework MyNewHome page captions, introductory text, etc., the following items are required to be prepared and implemented by the builder:
News items (including date, title, description).
Determination of work flow model (the major and minor stages to be shown to the client and what Framework field data each stage will display).
Work flow stage descriptions (both short and full descriptions are required for every stage).
Work flow stage requirements of you (details of what the builder requires of the client for every stage).
House type descriptions.
Gallery of images for every house type (multiple images where possible).
Gallery of images for each façade (by house type if possible).
Gallery of drawings for every house type (multiple images where possible).
Step 6 - Website Content Collection/Creation
The Framework MyNewHome application is used to configure all aspects of a Framework MyNewHome website. It is expected that all content and configuration will be done by the builder using this application. This will ensure that all aspects of site management are understood by internal staff and can be easily administered.
Existing content that is already available should be collected and collated into Framework MyNewHome. New content to be created, such as artwork, should be considered as early as possible to ensure that it is available for the launch of the site. If required, Insula Software can assist with the collection and/or creation of content.
Artwork
Website Artwork
There are several areas of MyNewHome where artwork is displayed, as either part of the site itself, or in the content displayed for a particular client/job. The following table outlines artwork dimensions required in each area of MyNewHome.
System Area | Description | Image Dimensions | ||
|---|---|---|---|---|
Page Banner | The banner graphic displayed at the top of each page under the toolbar. | 745 x 75 | ||
My House | Stock single image of the job’s house type. | 250 x 170 | ||
Gallery Thumbnail | Small image thumbnail of gallery items for house, drawings, etc. | 80 x 50 | ||
Gallery Full Size | Full size image of gallery items for house, drawings, etc.
| 520 x 350 | ||
Contact Photos | Photos of the company, display centre, and staff. | 250 x 170 |
Banner Artwork
The most significant artwork to be created for the Framework MyNewHome website are the page banners. This allows the builder to customise potentially every page with specific images, text, and themes as a user navigates the site.
When determining page banner artwork requirements, consider the following issues:
Will there be only one banner for the entire site or will there be a different banner for each section (toolbar option)?
Will there be a different banner for each page (toolbar/sidebar option combination)?
Is the company logo required in the banner?
Is the company name required in the banner?
Is the name/logo of the Framework MyNewHome section required in the banner?
Is the name/logo of the Framework MyNewHome page required in the banner?
Are there colour/style themes to be maintained through the site in each banner?
Where Insula Software is to create artwork for Framework MyNewHome, clear instructions on these issues must be provided along will all necessary artwork source materials.
Step 7 - Framework Data Review
The following lists the data from Framework that is displayed directly to clients using the Framework MyNewHome website. This data should be carefully reviewed to ensure it is appropriate for display to clients.
Diary appointment descriptions.
Diary staff names.
Diary locations.
Comment department names.
Step 8 - Framework Database Server Configuration
Each Framework MyNewHome website is dynamically configured and controlled at runtime by a configuration database. Like current Framework Product Suite databases, the Framework MyNewHome configuration databases should be created on the database server.
Database Server Requirements
Add additional Microsoft SQL Server databases for each Framework MyNewHome configuration database.
Step 9 - Framework Application Configuration
Single User Setup Of Web Users
Clients must be a valid web user to use the Framework MyNewHome Web Portal. Framework MyNewHome Web Portal users are setup in Framework ECM.
Open Framework ECM.
Open the MyNewHome screen (CRM > MyNewHome)
Select (Press F3) or search (Press F4) for a valid user.
Info After selecting the client, ensure their details appear in Framework ECM's Context bar. On the Accounts tab, select the New The Web User dialog will be displayed.
Enter the details, as required.
Click the OK
The information entered into the Web User can now be sent to clients.
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