The Development Process

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Initial Phone Contact Scope Survey:20-60 Minutes On Us

During the initial phone contact with the owner, QbPowerGROUP© will determine the scope of the prospect's problems.

QbPowerGROUP© must get a specific list of those real problems that are really hurting/annoying the owner’s business.

It is during this conversation that the QbPowerGROUP© must be able to identify, describe, and number the problem (as a task), then classify it as:

      QbPowerGROUP© Task Classification:

1. QB Training and Support (Front End)       qbAdvisor
2. Computer Hardware and Networking          qbNetworking
3. Programming/Workflow/Conversion(Web/LAN)  qbDevelopment
4. QB Balancing and Auditing (Accounting)    qbAccounting
5. Other – out of the QbPowerGROUP© scope    NONqb

If any of the Tasks are classified 1-3 then the following project class assignment is determined:

Small Project           Give an Estimate Verbal, follow up in email format. 

                                 Normally 1-5 hours.

Medium/Large Project    Agree to do a Survey, see below. 

                                 Create a Pre Survey Scope Document and Invoice.     

Out of our Direct Scope If any of the Tasks are classified 4-5 then they are out of our main directives,  we will give the owner a referral name, if we have one for the task and area.

Pre Survey Scope Document and Invoice

If the owner and QbPowerGROUP© believe that the task can be defined, estimated, designed, and solved, an on site appointment or web conference / phone meeting is set.  A Survey Invoice and Pre Survey Scope Document are created, and approved by the owner prior to the meeting.

The “pains” are then clearly listed in the Pre Survey Scope document giving our understanding of the detail.

Any estimate we might give at this point is based on, and only on, these items and is an estimate of how long it will take and the consequent cost of the in depth survey below. We require payment when we arrive on site to start the Survey or prior to starting the web meeting.

Project Survey Report:

Before doing any programming or fixing, a preliminary, in depth analysis of the customer problems, procedures, business flow, related input / source documents, data structure, et al. as established in SCOPE.

The idea is to gather all data (and qb datafiles, xls, mdb, etc) necessary to solve the problem.

We then put this together into a Survey Report detailing the problem, data and proposed solution. This will include either quotes or estimates of time and cost by line. This allows the customer to see what each aspect of his job will cost so he can prioritize or cancel certain parts of the job. This document is studied, modified and signed off by the customer before any work is done. This saves a lot of time and cost because we're only dealing with very important, ruinous, problems that really have the customer's interest, that he is happy to pay for and approves in writing.

We don't start without knowing exactly what our customers want. This technical SURVEY is valuable document to the customer and is a billed service costing between $375-995, based on the number of tasks and scope of these tasks.

The Survey Report is a valuable final product in and of itself as it clearly states and solves what the customer most wants solved.

The owner can even submit this survey to other solution providers if they want to.

The Survey report will list solutions by category:

Business Tune up (qbAdvisor):

Depending on the customer and their problems, a preliminary step may be to send a senior consultant (CPA / MBA / Tax Accountant / QB Advisor / Consultant) to get an in depth look at the company, their business practices, the solutions they've implemented to solve problems. This is because they may simply be using QuickBooks wrong, have major flaws in their way of doing business or are unorganized in some other correctable way.                                     $649/half day

QB End User and Accounting Hourly consulting:

It may take hourly consulting by this top level consultant:            $195/hr

QB Expert Advice by the MINUTE:

Sometimes their problems can be solved by expert phone consultation on a credit card. @ $1.95/minute

QB Modifications:

If the customer knows the problem, follows sound accounting practices and IS using QuickBooks correctly, it may only require programming and analysis for the specific details approved on the survey. This is done on an hourly basis: $117.00/hr - $145.00/hr depending on project size.