CA2303545A1 - Service chain interoperability - Google Patents

Description

r "' Author: Randy Remme ___ 7rn Revision --Feb. 21,OU
CONTENTS
1. Executive Overview

2. MyChangepoint Web Site

3. Registrations & Membership

4. Changepoint Interoperability Architecture

5. Changepoint Enablement of Changepoint 6.0

6. Changepoint Express Client

7. Technologies & System Management s. Microsoft Site Server Appendix Express Application Data Model MyChangepoint page printouts 3/30/00 1 Changepoint Confidential i - Executive Overview This document is a high-level specification of Changepoint's Service chain interoperability project. The project will involve enhancements to our SQL enterprise product, the development of a new portal site, the development of a light hosted version of our PSA
software and an interoperability infrastructure that connects all these components over the Internet.
MyChangepoint Portal Site The Changepoint portal site (referred to within this document as "MyChangepoint") will be comprised of several components, or offerings. A brief description of these components follows:
MyChange~~oint.com ~~front door"
The front door will provide public access to MyChangepoint's marketing messages and subscription offerings. Once registered, members will login to a variety of services and offerings.
Changepoint PSA Ex~~ress Changepoint PSA Express is a light, hosted version of Changepoint's enterprise PSA software targeted at users who need to interoperate within the service chain but do not have access to Changepoint enterprise software. These users may be independent contractors, employees of small consulting practices, small groups of users within larger PS organizations or small groups of buyers within corporate IT departments. Use of the Express software will be free for users.
Changepoint will capture transactional revenue from the enterprise user based on the business transacted through the Service Chain infrastructure.
Resource Marketplace The Resource Marketplace will be a business-to-business space for consulting companies, IT departments and independent contractors to automate the sourcing, procuring, and managing of IT resources. The procurement process and subsequent transactions will be supported online through interoperability between Changepoint's software (Express and Enterprise) and 3~d party web based staffing organizations such as SkiIIsVillage.
PSA Community Offerings While not well defined at present, the site will offer many other benefits to members. Examples include:
~ Staying on top of industry trends through targeted news feeds.
~ Measuring performance against industry standard data and benchmarks.
~ Collaborating online with customers and suppliers.
~ Volume purchasing.
~ Access to 3~° party offerings such as virtual meeting rooms, web demos, outbound faxing and courier services.
The portal site is intended to provide the infrastructure for full interoperability between all members of the IT service delivery chain. Clearly, the process which solves the largest business problem and thus presents the most compelling use case for this interoperability model is the buyer of IT services managing their contractors.
Although 3/30/00 2 Changepoint Confidential the express software will provide significant benefits to a consulting practice, we must remain focused on the needs of the buyer, I.e. the IT department, as they will ultimately drive adoption of the infrastructure.
Changepoint Enterprise 6.0 Changes to our enterprise software will be necessary to facilitate integration with the portal site and with other enterprise software users. The other significant addition to the enterprise software is contractor management. Contractor management includes the processes for finding, retaining and managing the work of outside contractors.
Our interoperability architecture will automate many of these processes at the transaction level.
The ultimate success will be the adoption of this architecture as the standard for business-to-business transactions in the IT service delivery chain. With this ultimate goal in mind we must strive for an architecture that could be opened to third party developers and products. We are exploring XML as a potential technology that would provide open access to the interoperability framework.
3/30/00 3 Changepoint Confidential 2 - MyChangepoint Web Site The MyChangepoint web site will be the place on the Internet where the Changepoint Service Chain interoperability infrastructure exists. More specifically, the portal site contains the glue that connects Changepoint enterprise customers together and connects Changepoint enterprise customers with their customers and suppliers.
This section will address the design and basic requirements of the site's "Front door"
and public pages. The interoperability architecture and Express user functionality are addressed in other sections.
Product development will be responsible for the construction of these web pages, integrating them with the ad server, performance monitoring and enabling a method for managing the content.
Marketing will create and manage the content both during construction of the site and after the site goes into production.
Compendium Design has been retained to develop the creative and navigational elements of the site.
3/30/00 4 Changepoint Confidential Screen mocku,~ of MyChanc~epoint "Front Door"

Once logged in, a MyChangepoint user will be presented with an "application-software-like" interface, referred to herein as the MyChangepoint Express Client. All member services will be accessed from within the Express client.
The express client will be described in greater detail in later sections. The screen mockup below is intended to illustrate the two primary areas reserved for banner advertising within the express client. The banners will be served up by Site Server's Ad Server.
Screen mockup of MyChan4eooint Express Client Home Page I! I ~ s Homapage Banner II ~I ~ ~ ~ ~ ~ ~ a°~w ~l~llkafr~
Click here for professional services applications, MyChengeperint C)~tily Hl~ssages Persontil Wt~rktlaw Chan a pint Cor oration, the leadin Last week's time has not been g p p g provider of solutions for professional services supply submitted chain management, today announced myChangapoint.com.
There are 5 new Project items A hosted, web~based extension to Changepoint's leading PSA application, myChangepoint.com allows IT services organizations such as professional services organizations, corporate IT departments, IT staffing companies and independents to ' seamlessly work together as critical parts of the Professional Services Supply Chain. ~I I 5 customers have uninvoiced time maey axnaem~ramumy to to the full Changepoint suite before Juna 30th and receive five free user licences!
out the myChangepoint Job Board. There are 1800 new opportunities this month.
3/30/00 5 Changepoint Confidential Screen mocku,v of Site Server's Ad manger Console hltp://cp_ecosystem:81 ~ ~m ~ ~ c~.curcwvw ~ I uuwt~www ~ w y II~ 'T ~ v ~ i ~,J I iG i I ~ f i _: ~. ~.rir -.
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3/30/00 ( Changepoint Confidential 3 - Registrations & Membership The MyChangepoint site will have two types of corporate registrants and two types of registered users. .
Corporate Registrations Changepoint Enterprise Company This includes IT Departments, IT Consulting companies and IT Product companies who utilize Changepoint Enterprise software to manage their businesses. The software is either installed on their site, or hosted by an ASP
such as Corio. Enterprise customers will register their site with MyChangepoint upon deployment. The MyChangepoint site will then enable workflow processes between the enterprise customer's server and the central MyChangepoint application server. Without being registered at MyChangepoint, data cannot flow between the enterprise customer and other members of the service chain.
Chanaepoint Express Companx This group includes independent (one person consulting practices), small consulting practices with 2 - 15 employees/associates and groups of users within large consulting organizations or IT departments. These companies have no local Changepoint software and no Changepoint server in their organization. Their users participate in the Changepoint solution via MyChangepoint.com using a browser.
User Registrations Enterprise User The Enterprise user is an employee of an IT Department, IT Consulting company or IT Product company who uses Changepoint's Enterprise software. This user has licensed Changepoint client software and connects to their corporate Changepoint server. Components of the MyChangepoint offering will render within their enterprise client. Their member privileges will be controlled in part by their corporate registration.
Express User These users connect to MyChangepoint through a browser for their entire Changepoint experience. Up to 15 of these users can be grouped together to represent an Express company. This user is typically a supplier of services (although customers can also utilize the express functionality) who has been invited by their customer. This type of user may or may not be grouped with others within their organization.
3/30/00 7 Changepoint Confidential Registration Process Note: Steps 1, 2 and 3 reference the diagram below Registration Steps for Enterprise Organizations 1. When an enterprise license key is generated through Changepoint's internal license issuing database, the customer is automatically pre-registered at the MyChangepoint site. The customer's license key becomes their unique organizational identifier. (See the "License Management" dialog below) 2. Through the "Global Interoperability Setup" dialog in Changepoint System Manager, a customer completes their registration by completing their preferences, agreeing to the MyChangepoint license terms and submitting their update. The update is automatically routed to MyChangepoint via a trusted connection over the web.
Registration Steps for Express Or4anizations 3. Through the MyChangepoint ~~Registration" page, a New Express organization is registered by filling out some basic information and agreeing to MyChangepoint license terms. (Note: an express user will typically have been pre-registered via an invitation from an existing Changepoint Enterprise user (express users may or may not be allowed to invite users from other organizations)).
Changepoint 6.0 Enterprise Software MyChangepoint.com System MyChangepoint Manager I Express User 2 Member Services 3 IE or Netscape Browser Changepoint Enterprise Data Changepoint's Software Licen generator Individual Registrations (Users) Enterprise User 3/30/00 g Changepoint Confidential In order to register at MyChangepoint the user must have been granted the "MyChangepoint Workflow" feature within their enterprise system. The user car then "Auto Register" at MyChangepoint by enabling the "Enable Workflow via MyChangepoint" checkbox in their personal preferences dialog (see screen shot below). Their client software will then send an image of their personal profile to the MyChangepoint database. Their email address will be used as their unique identifier. The user can choose to update their profile on MyChangepoint at any time by clicking on the "Update MyChangepoint" button.
Personal Preferences Dialog showing MyChan4e,ooint Enablement O,~tion Express User - Supl la ier These users connect to MyChangepoint through a browser for their entire Changepoint experience. Up to 15 of these users can be grouped together to represent an Express company. We group express users into two categories, Suppliers and Buyers. There are two possible scenarios through which an Express user can be registered as follows:
1. Invited User - An individual can be invited to MyChangepoint by another user within the Changepoint infrastructure (enterprise or express). This invited user will be pre-registered and will only need to complete their registration upon arrival at the site. Invited users can be:
~ Invited by a user within another organization ~ Invited to join an organization 2. Self-Registration - An individual can enter the MyChangepoint site and register their organization and themselves within that organization.
3/30/00 9 Changepoint Confidential 4 - Changepoint Interoperability Architecture This section outlines at a high level the architecture which links together all members of the service delivery chain.
High Level Components The diagram below shows the high level components of the MyChangepoint portal site as well as the Changepoint components that reside at an Enterprise customer site. Note that on both the supplier and buyer side, a user can be using either the enterprise software or the express software. The first phase release of MyChangepoint may impose some restrictions on who can initiate a transaction as a sponsor must be defined who can pay for the transaction.
Integration to staffing organizations will likely be through a series of API's or XMi_ standards. The intent is that a user of Changepoint enterprise software would be able to perform resource searches and MyChangepoint would scan the approved Internet based staffing exchanges to find candidates. This specification will evolve further as we begin work with partners in this area. An agreement has been signed with SkiIIsVillage (www.skillsvillage.com) and integration work will commence shortly.
Supply MyChangepoint Demand Portal Site PSO's Corporate IT

Changepoint Changepoint 6.x 6.x Enterprise Enterprise Software Software 1111111, Public Access I www.mychangepoint.com ' Any Any ,IChangepomt Changepoint Client Client =
-Member Services Registration/LoginBilling -...
,~--Enterprise Community 1 Enterprise ~~ Scrvtces Data Industry \ , Data Metrics/Affinity/etc. y Application Services Changepoint Hosted Small Business Edrhon Changepoint Express Client ~ ~ Member Data ~ ~ Express Client IE or Netscape~ ~... ~ IE or Netscape 3/30/00 10 Changepoint Confidential Synchronization of Organizations and users One challenge of an interoperating environment is the synchronization of organization and user entities thus ensuring each entity's uniqueness. For example, if a consulting company enters a customer named °United Grocers" into their system, how does MyChangepoint know whether to match that organization with ~~United", °United Grocers Inc.", or ~~United Grocers Corp." who are all registered member organizations of MyChangepoint. To complicate matters further, What if the correct company is "United Grocers Ltd." and is not yet registered within MyChangepoint at all.
Our method of synchronization starts with ensuring that each and every entity has a unique identifier. Next we must distinguish between entities which will be interoperated with and those that will not. When a user adds a new company record, there will be a new checkbox in 6.x (and possibly express version) with the caption "Interoperate via MyChangepoint". Some logic must be applied here, I.e. If the 6.x enterprise organization is not yet registered with MyChangepoint or if the user does not have the interoperate feature, than the checkbox should be °grayed out".
~ If the checkbox remains unselected~ it is business as usual following the 5.x workflows with no interoperability between the organizations and no interoperability between any users within the new organization.
If the interoperate checkbox is selected, the user is presented with a wizard delivered from MyChangepoint that attempts to match the newly entered organization with a registered organization in the MyChangepoint database. If a match is found, the organization's unique identifier is passed to the enterprise software and saved in a hidden field on the company record. If a match is not found than the user is directed down the path of creating an invitation for that organization to join MyChangepoint.
Synchronization of users will follow a similar process however it will be simpler to find matches as the reference will be one level deeper in the hierarchy.
3/30/00 11 Changepoint Confidential The Workflow Process The diagram below demonstrates the steps in the workflow process. This framework will work with engagements, time, expense and invoice transactions in the first release. It has been designed as an open framework that will support other kinds of workflows to be added with future releases. ~ ' The following steps demonstrate a typical invoice workflow process. The numbers in the list relate to the number indicators in the diagram below:
1. User submits an invoice for approval.
2. The software creates a workflow record in the MyChangepoint Invoice Workflow transaction table.
3. The next user in the workflow cycle is notified by a workflow trigger added to the MyChangepoint window on their personal home page (and depending on user preference, by e-mail).
4. The user clicks on the link and MyChangepoint sends the workflow (the workflow is comprised of an HTML rendering of the document with the workflow controls).
5. The user acts upon the document, I.e. accept/reject with comments thus updating the record in the Invoice workflow table on MyChangepoint.
6. The original submitter is then notified that the workflow status has changed and provided with a link.
7. The document status can be assigned back and forth from submitter to approvers until it is accepted or closed. Upon final acceptance, the originators record within their enterprise database is updated with the workflow audit trail.
(In phase 1, the transaction will be processed at the document level, i.e. an invoice or a time sheet. Phase 2 will utilize XML and break the document down into lower levels such as full fidelity time records.) Changepoint 6.0 MyChangepoint User Enterprise Software MyChangepoint.com Client Workflow Transactions Workflow Table Orig.date Doc html Changepoint Enterprise Data 3/30/00 12 Changepoint Confidential Technical Notes:
1. Under no circumstances is MyChangepoint pushing data into or pulling data from an organization's database. In all cases the end user's software is pulling and pushing. For example, when the user launches Changepoint client software, their personal homepage requests an update of their portal window from MyChangepoint. MyChangepoint then builds their workflow page and returns it.
The user can then click on a workflow link thus requesting the page and MyChangepoint will send it. When the user acts upon the workflow they are writing updates to the MyChangepoint Workflow table. This model should ensure compliance with organizational security and firewall standards.
2. When a transaction document is created in the table on MyChangepoint, a number of fields are completed which record the originator, the organization, the date, the workflow status, the record type (Le. Invoice, Time Sheet, etc.) and a text field is filled with the HTML source which will render the document and it's associated workflow controls. Through this method, the original records used to produce the document need not follow the workflow around the Internet and thus never leave the security of the enterprise database.
Time Sheet Transaction table The first phase of the interoperability infrastructure will be targeted at document level workflow transactions such as the submittal and approval of a time sheet.
Future releases of the infrastructure will support lower level transactions such as individual time records rather than a week of time records. The system has therefore been architected to support record level transactions at a later date.
The table below defines some of the columns required in the time sheet transaction table. Note that at this stage of the specification process the table has been defined somewhat generically as it is intended to provide the starting point for additional transaction tables including Engagements, Expenses and invoices.
Time Sheet WorkflowlTransaction table column definitions Name T a Description Date Submitted Date Date Record is added to the transaction table Submitter ID Id ID of the erson submittin the workflow Submitter Id ID of the submitters Organization Or anization ID

Status Date Date Date workflow status was last chan ed Date Com leted Date The date the transaction was com leted Target ID Id ID of the person who must process the workflow Target OrganizationId ID of the organization the person ID who must rocess the workflow belon s to Transaction StatusPicklist Values: Submitted, Rejected, Approved, Cancelled Total value Monetary valueThis field will probably be blank in the case of a time sheet workflow as the unit of 3i3o/oo 13 Changepoint Confidential measure from a transaction point of view is hours _ Total hours Numeric hours This column contains the total submitted hours Document DHTML Text This text column contains the complete D~ITML source required to render the document and all it's workflow controls Transaction SponsorId The ID if the organization who will pay for Or anization ID the transaction Billing Status Picklist This refers to whether or not Changepoint's billing system has billed the sponsor for the transaction. Values: Pending, Billed, written Off Credited Billing ReferenceId Billing system id once the transaction has been added to a Chan a oint invoice Billin date Date Date transaction record was billed Design Goals The following were some of our design goals in arriving at this architecture:
~ The customer's setup must be minimal, I.e. Simple registration, little or no ongoing maintenance, should not require a guest server outside their firewall.
~ Avoid duplication or moving of data wherever possible.
~ Ensure uniqueness of all organizations and individuals.
~ Provide security and privacy for all users.
~ Must provide mission critical performance and reliability.
~ The framework must be extensible - I.e. it must be adaptable to changing application requirements.
~ Must support openness for future API's and/or partnerships ~ Must be designed for efficient hosting and management 3/30/00 14 Changepoint Confidential - MyChangepoint Enablement of 6.0 The following section describes the modifications required in the 6.0 version of Changepoint Enterprise Edition.
Modifications and Additions to System Manager Changepoint License Management The Changepoint license management dialog is shown below. The current process (5.0 through 5.21) for enabling an enterprise site and users will continue to be used without modification. The customer's registration key shown in the license management dialog below will be used as the organization's MyChangepoint account number to ensure uniqueness.
License Management Dialo4 in Changenoint System Manager Changepoint ~~Guest User" feature The current "Guest User" functionality that has shipped in all versions of the SQL
product from 5.0 to 5.21 will be preserved in 6Ø This feature was targeted at, and is typically used by PSO's who wish to collaborate with customers. In contrast, MyChangepoint is targeted at automating transactions between members of the service delivery chain. Future releases of the guest access functionality will see it aligned more towards a corporate IT department's support of their internal customers, possibly positioned as a corporate IT
portal.
3/30/00 1 S Changepoint Confidential Enabling an Enterprise Deployment for Interoperability with MyChangepoint Upon deployment, an enterprise customer registers their company with MyChangepoint by launching the setup dialog (screen shot below) from within their Changepoint System Manager. The dialog contains basic contact information and the rules around which their organization will transact in the service delivery chain. Clicking on the "Update MyChangepoint" button sends the registration information and completes the process. The organization is now an enabled corporate member of MyChangepoint. The next step is to grant users the feature to use MyChangepoint interoperability (through roles & features).
Screen Mocku,o - stem Manager with MyChan4e~point InteroAerability Dialog New Access Control Features Group:
~ MyChangepoint Features:
~ MyChangepoint Transaction Workflow ~ MyChangepoint Extended Resource Searching s/3o/o0 16 Changepoint Confidential MyChangepoint Registrations of Enterprise organizations and users 1. Changepoint's license generation application must send a "pre-registration"
up to the MyChangepoint site each time a new organization license is created.
2. The System Manager application must provide a new "MyChangepoint Interoperability" dialog that can be used upon deployment to register the enterprise customer at MyChangepoint.
3. A new feature needs to be added called "MyChangepoint Workflow". This new feature will enable users within the enterprise software to be registered at MyChangepoint.
4. The personal preferences dialog needs to be updated with a new "MyChangepoint"
tab. The tab will enable the user to "auto-register" at MyChangepoint by sending there shared personal profile info up to the site. They will also need an update button to push updates (such as in/out, contact #'s) up to MyChangepoint. The dialog may also need to have some privacy options, yet to be defined.
Modifications and Additions to Changepoint Desktop (Browser & VB) Contractor Management UNDER CONSTRUCTION
3/30/00 17 Changepoint Confidential Engagement Workflow The typical process will be for the Customer (ITD) or staffing company to be the originator of the engagement in the form of an engagement request. Thus when the engagement dialog is opened in MyCp express, the requested resource (or role) with the requested rate will already be inserted into the grid in an un-editable column. The next step is for the MyCp user (typically the administrator) to map resources and rates to the initiators requests and re-submit the engagement back to the initiator for approval.
Extended Resource Searches & Integration with Staffing Exchanges 3/30/00 1$ Changepoint Confidential Changepoint's Portal Window within the Changepoint Desktop In the Changepoint 5.2 desktop, VB & Browser versions, we built a small window on the personal homepage which draws it's content from the MyChangepoint web site. This window will remain the same in 6.0 except that the users MyChangepoint ID will have to be passed to them when the personal homepage launches. This is necessary so that the ID can be passed to MyChangepoint when asking for page refreshes. Note the screen shot below where the portal window can be seen to the bottom right.
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r:.... .... . ~~
In addition to personal workflow triggers for members, for non-members we can present information about MyChangepoint thus inviting visitors and generally marketing the site's existence and offerings.
The following layout is a mockup of functionality only and does not reflect the current site design.
3/30/00 19 Changepoint Confidential Changepoint Announces myrChangLlaoint.com!
Arriaing in the first quarter of 2D04, mvChan~eooint.com enables Changepoint custamersto integrate their entire services supply chain.
- Manage external contractorstime, expenses and skills seamlessly - Find skilled staff - Manage relationships with your staffing companies of choice - Integrate clients for closer relationships My Changepoint Portal Window The title bar, collapse/expand control and window frame are a standard part of the 5.2 home page. Clicking on the bar opens or closes the window The region below the title bar is DHTML
and is pulled directly from MyChangepoint when an Internet connection is available. This allows the content to be personalized for the user.
This region thus represents the users "external workflow triggers". It can also welcome them by name, share things between them and coworkers, etc.
3/30/00 20 Changepoint Confidential 6 - Changepoint Express Client The express client presents a complete hosted PSA solution. The solution will be 100% browser based and the personal preferences will actually contain all "system Manager"
settings necessary to setup a complete small practice billing office. The key integration point with customers will be the submittal and approval workflows around engagements, time, expenses, and invoices.
Description The Express client is the browser experience (or container) through which "MyChangepoint" members will access the site once logged in.
Technology Users will require an Internet Explorer (or Netscape Navigator - planned for second phase release) browser, version 4.x or higher. There will be no client-side software or install required.
Access Users will login over the Internet. A login is created for them either by invitation from an existing Changepoint user (Enterprise or Express) or by self-subscription via the MyChangepoint web site.
Function The Express Client will frame out all the "logged in" functionality of the MyChangepoint offering including:
~ PSA Business Management Application functionality and workflows ~ Integration with other Changepoint users (Enterprise or Express) ~ Access to Affinity programs and Supply & Demand mapping System Entities The following hierarchy chart outlines the primary entities that will be accessible to users of the system to fulfill their business process requirements.
Membership Company (analogous to Workgroup in Enterprise Edition) Billing/Usage Profile User Enterprise Customer Billing/Usage Profile Enterprise User Structured Data transactional) Company Contact Engagement 3i3oioo 21 Changepoint Confidential Time Expense Invoice Unstructured (collaborative Project (analogous to Team FoPders in Enterprise Edition) Task (analogous to Task & Assignment in Enterprise Edition) Attachment Discussion Calendar Pol I
Functional "Walkthrough"
The following pages will step through the functional areas of the client using the user interface as a guide.
Two changes have been made to the user interface design which are not reflected in these screen shots:
1. A new section called 'Contractors" has been added to the navigation bar directly below "Customers".
2. "Setup Preferences" has been moved off of the navigation bar and onto the toolbar.
3/30/00 22 Changepoint Confidential Entry Screen - Personal Portal Similar to the Enterprise Edition, the express client greets the user upon login with a personal homepage, or digital dashboard. In the screen shot below the page is broken into three vertical columns. The center,column is intended for MyChangepoint marketing messages, offers, news and/or 3rd party banner advertising.
The rightmost column provides the user with personal reminders, links and workflow triggers.
Screen Mockup of the Personal Home Pa4e Uast week's time has not been r There are 5 new items in Team Folders tam the feeders iin ?rvl~~ artet Serwixrs Autornab'orr ~~~ t il Customers have uninvoiced time In a deal reportedly worth in e><cess of $250,000 dollars, Changepoint acquires Evolve Software. Changepoint plans to disassemble Evolves software and reuse some of it's icons.
Changepoint officials said they planned to convert all of Evolves customers over to Changepoint's software. Both of Evdves customers declined to comment, they said they had a backlog of invoicing to attend to.
«_ November 1999 »_ Total Hours 145 r Billable 88 Utilization 42:
Upgrade to the Full Changepoint suite before Dec. 31 st and receive 5 free user licensesl Enable 10 guest users this month and receive 100 Changepoint merchandise credos.
Check out the My Changepoint Job board. There are 1.800 new opportunities avaiable this month.
Have you updated your competency table in the contractor area? Membership is free and 18.000 IT departments search the My Changepoint contractor area each month.
3i3oioo 23 Changepoint Confidential Distinction between Buyers & Suppliers Several different user types within the IT Service Chain will use the MyChangepoint Express Client. The primary distinction we make within the application logic and user interface is whether they are a "Buyer", or a "Supplier".
The illustration below demonstrates at a very high level the user interface delivery and how it differs between buyers and suppliers.
Buyer vs Su,o,~lier User Interface Buyers Suppliers ~ Corporate IT ~ Large PSO's ~ Large PSO's ~ Small PSO's ~ Staffing Organizations ~ Independents Opens a treeview containing a Not Applicable list of all customers they're working with via MyChangepoint.
Includes contact profiles and engagements 3/30/00 24 Changepoint Confidential Opens a treeview containing a list of all contractors they're working with Not Applicable via MyChangepoint. Includes contact profiles and engagements A buyer can group together up to 15 A buyer can group together up to associates within their organization . 15 associates within their forming a virtual group. organization forming a virtual group.
3/30/00 25 Changepoint Confidential c.
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All users can collaborate on adhoc All users can collaborate on projects, i.e. review status, share adhoc projects, i.e. review documents, etc. , ~ status, share documents, et This section allows the user Not Applicable report time against engagem and submit for a royal.
3i3oioo 26 Changepoint Confidential This section allows the user to Not Applicable report expenses against ' engagements and submit for approval.
This section allows buyers to This section assembles time, manage the approval and expense and fixed fee data into reconciliation of incoming invoices. invoices which can be routed to buyers for approval 3/30/00 27 Changepoint Confidential Customers The Customers section provides access to all customers and contacts (the reference to ~~Companies" has been corrected to display ~~Customers").
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[~ Gary Coe Neil Wainwnght (~ Algarithmics Incapo [Anderson Financial f ' The following screen shots represent the Express version of ~~Engagements".
The functionality is significantly less than in the enterprise edition. For example;
~ Product and support billings are removed (although they can still be achieved using fixed fees such as in 5.0 - 5.1) ~ There is no concept of billing offices ~ Inter-enterprise approval workflows have been removed ~ Role-based billing is not supported 3/30/00 29 Changepoint Confidential Note:
"Engagement Type" Picklist values can be "Hourly Rate", "Daily Rate" or "Fixed Fee".
The Express client does not have support for mixed engagements.
Note:
The "Hourly Rates" section changes to "Daily Rates" depending on the engagement type.
3/30/00 30 Changepoint Confidential Screen Mocku,~ of Enga4ement Dialog - En5ra4ement Information Tab Screen Mocku,o of EngaSrement Dialo4 - Service Rates Tab Note:
Two levels of approval have been added to support 3-way workflows. For example, an IT Department contracts a staffing company to supply a resource on site. The resource may need to submit the time sheet to the customer first for approval and then to the staffing company.
3/30/00 31 Changepoint Confidential Screen Mockuw of Engagement Dialog - Fixed Fee Schedule Tab Screen Mocku,v of EnoaSrement Dialog - Aw,vroval Vhorkflow Tab Associates This section is similar to the °Employee" section in the CEE. It essentially lists all the users within a company of Express users thus providing personal directory pages and other miscellaneous contact features. Clicking on the Top level page, I.e. the company name, will display the company directory page which can be used for custom external links such as intranet content residing on another server.
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r7gr.ded Bob & Dougs Consulting ~ ~

~ Bob Seller r r Hello...

~ Doug Designer Jim Coder Employee B~ Seller for rn l Name:

~ ~ Nancy Title: President Webber g Johnny Location. Richmond Hill Java Address: 1595 16th Avenue City: Richmond Hib Province: O~ario Country: Canada Postal/ZIP L48 3N9 Code:
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r E-Mail: bobC~bobanddoua.com Office Phone:905 886 7000 ext. 123 Fax; g05 886 7023 Home Phone: 905-123-4567 Cellular 905-886-7777 Phone:

None Defined II I

s/3o/o0 32 Changepoint Confidential Projects The complexity of the project, sub-project, task and assignment process that is supported in our Enterprise edition would pose significant training and ease of use issues with a light/free offering. As such we have removed the projects, tasks and assignments from the structured data hierarchy. I.e. Time and expenses in the Express client can be booked directly against an engagement.
Users who wish to manage projects within Changepoint Express can do so using the projects section as noted below. This section is actually ~~Team Folders" with the addition of project and task types.
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.J ' Deploy new mail server Changeporcrt Administration ; ~ Deolov new mail server (Greg Philps,11 /9/9911:47:15 AM) QA-Lab Release-October 1 0 Neon Time Sheet Development [Brett Coleman,1111919911:36:18AM]
0 SFA part of SQL tool comma . Q Q-Inter Has The Hiohest Granularity I've Seen [Stephen Lozinski,11 /15199 9:23:36 AMJ
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tl-~-.] My Comments (Greg Ph~ps,11123199 4:34:35 PM) SQL 5.2 Design Team Volunteers Wanted! (Randy Remme, 812419910:37:26AM) y I'm volunteering [Randy Remme, 8127199 5:41:40 PMJ
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3/30/00 33 Changepoint Confidential Time Sheet The time sheet is a simplified version of our CEE browser timesheet. In the CEE version, a user must open the dialog and double click on tasks in order to populate their time sheet. With this version the timesheet is automatically populated with a list of all engagements and their corresponding customers. Linking a time record to a project and task will be optional in the Express edition (although it can be marked mandatory for any given engagement).
Screen Mocku,o of the Time Sheet and Time Entry Dialog 4114 ti ~ ~ ruaagr rerri-s,m . aur,5in.sGasil~; >ir,if, i'n;iPrt x o ~sk" are br yet as pr.~ulared i;n h ~ :hPra. tl'm. hrne enhy is rc~G,r::d pn h y :~a~er~rc.r,t ..tap diriiog.
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Expenses Like the time sheet, the expense entry process is a simplified version of the Enterprise Edition. Users can log expenses against engagements and optionally tag them to projects. Once submitted, these expenses can be assigned to an invoice.
Screen Mockup of the Expense Section and Expense Entry Dialog 3i3oioo 35 Changepoint Confidential Invoicing Rather than using a treeview, an invoice manager can access invoices and unbilled time and expenses via an invoicer's home page. Similar to our enterprise edition, the invoicer will be reminded of customers in need of invoicing and other general processing requirements. The search bar can be used to access various time/expense/invoice reports or to select records by customer or engagement.
Screen Mocku,n of the Invoicin4 Home PacLe Invoice Workflow, , ~ ~ ~, ~ -==I 1 ' , - , Unbaled Time 295.5 $8.645.87 $22,400.00 Unbilled Expenses Fixed Fee Milestonest Committed InvoicesCustomer Invoice Amount Number Barnhip & AssociatesDRAFT CPINC-50113500.00 Customet..Details.Internal-DevelopmentDRAFT CPINC-105-120.20 ..

Customer Name:

ABC Company I t ~~ , - . ' Enga ement Customer Invoice Amount Name: Number All ~ Castek SoftwareCPINC-2000-0031752617.30 Factory Inc.

C' Invoices Spectra SecuritiesCPINC-2000-0042516100.18 Software Inc.

t' Time SunGard PlanningCPINC-2000-0010510000.00 Solutions !" Expenses Seaoch _._._.._....................._._...__.....____..._._Customer Invoice Amount Number Manufacturers CPINC-2000-0042614381.05 Life Insurance Co. (The) Nelera lnc. CPINC-2000-D05112866.51 ., , Customer Invoice Amount Number EXE TechnologiesCPINC-2000-0024310687.50 Inc.

s/3oioo 36 Changepoint Confidential Setup Preferences The Setup Preferences link will launch the'~personal setup" dialog box. This will allow users setup and manage their contact information and personal system preferences.
Within each Organization, at least one user will be given the "System manager"
role. If a user has the system manager role, the Setup preferences link will prompt the user to choose whether they wish to launch the personal or organization dialog box.
The contents of each of these dialogs is demonstrated in the following screen shots. Note that this is an area which will change often as the overall system design changes.
Personal Setup 3/30/00 3~ Changepoint Confidential Screen Mockup of Personal Setup Dialo4 - Contact Info Tab 3/30/00 38 Changepoint Confidential Screen Mocku,~ of Personal Setu,~ Dialo4 - Address Info Tab Screen Mocku,~ of Personal Setup Dialo4 -Skills Tab Organization Setup 3/30/00 39 Changepoint Confidential Screen Mocku,v of Personal Setu,v Dialo4 - Preferences Tab Screen Mocku,v of Organization Setu,v Dialo4 - Basics Tab Screen Mocku,~ of Or4anization Setup DialoS~ - Invoice Number Tab 3/30/00 40 Changepoint Confidential Screen Mocku,~ of OrSranization Setup Dialog - Tax Setu,o Tab Miscellaneous Client Design Issues Performance - Performance will be critical! We must optimize the application to achieve fast loading and snappy performance over a dialup connection. This will be essential in swaying small business users over to a hosted solution. Scalability will also be directly related to system performance.
Application panes - The two left panes, Le. Changepoint bar and treeview will not be resizable or closable as they are in the CEE. The Changepoint bar will be fixed width regardless of the window size. The treeview pane will be a percentage of the window, thus it will increase to accommodate larger screen resolutions.
Toolbar - The toolbar for the Express client has been given text labels below the buttons. This will provide un-trained users with an easy usage experience. As with our other clients, these toolbar buttons will appear in shades of gray and receive color when hovered over.
Picklist options - Picklist options will be defined in tables and configured in the system management console in much the same way as they are in CEE. The notable difference is that an end user will not have the ability to modify these values. We will need to carefully select these values to provide an appropriate list of options. For example, Company Types: Customer, Vendor, Reseller, Partner, Personal, Miscellaneous.
We will have the ability to alter these values system wide based on user requirements.
Treeviews - Treeviews, such as the customer treeview, will be hierarchical but will not provide expand/collapse functionality. This will help to simplify the UI and make cross browser capability easier to achieve.
Authentication & Securitv - NT Unified login will not be an available option.
We must therefore adopt an open standards browser based login technology that supports both Netscape & Internet Explorer browsers. SSL (secure sockets layer) and SET
(Secure Electronic Transaction) protocols will need to be explored. Our current plan is to use Site Server's personalization and membership services.
Billing for use - Currently there is no plan to bill users for use of the Express Client.
Listed below are some ideas on possible billing scenarios. This is important to consider now so that appropriate billing metrics can be captured and/or so that certain functions can be turned on/off based on subscription levels.
~ Charge for Invoicing?
~ Charge for going beyond upper limit on number of users from one company?
~ Charge for phone support and/or training ~ Premium charge for SSL or higher level ' of security Futures - As a future option - "Download the Outlook Launch kit and MyChangepoint will be added directly into your Outlook client."
User Support & Training - User support should be available in several different ways:
~ Online Help ~ Online Tutorial ~ FAQ's 3/30/00 41 Changepoint Confidential ~ Automated email-back responses ~ Telephone support (as a possible revenue producing upgrade) Access Control, roles & Features - Changepoint's existing role and feature enablement model has proven to be a very effective means of dynamic UI delivery, feature control and user access. The Express client will apply a similar, but scaled down version of this model. Components of the solution will be defined and access rights given based on features, however we will assign features to roles at a global level. We will then expose between several predefined roles to the end user of the system to manage varying levels of access. The currently defined roles are as follows:
~ System Management ~ Invoice Management ~ Engagement Management ~ Consultant Role ~ Feature Feature Description AdministratorCA Create Associate The user can create associates CC Create Companies The user can create companies CCN Create Credit Notes The user can create credit notes CCT Create Contacts The user can create contacts CE Create Engagements The user can create engagements CI Create Invoices The user can create invoices CNM Corporate News ManagerThe user can manage corporate news CPJ Create Projects The user can create projects DA Delete Associate The user can delete associates DC Delete Companies The user can delete companiew DCN Delete Credit Notes The user can delete credit notes DCT Delete Contacts The user can delete contacts DE Delete Engagements The user can delete engagements DI Delete Invoices The user can delete invoices DPJ Delete Projects The user can delete projects EA Expense Approval The user can approve other user's expenses MA Modify Associate The user can modify associates MC Modify Companies The user can modify companies MCN Modify Credit Notes The user can modify credit notes MCT Modify Contacts The user can modify contacts ME Modify Engagements The user can modify engagements MI Modify Invoices The user can modify invoices MPJ Modify Projects The user can modify projects TA Time Approval The user can approve other user's time sheets VA View Associates The user can view associates VC View Companies The user can view companies VCN View Credit Notes The user can view credit notes VCT View Contacts The user can view contacts VE View Engagements The user can view engagements VI View Invoices The user can view invoices VPJ View Projects The user can view projects Consultant CC Create Companies The user can create companies CCT Create Contacts The user can create contacts CE Create EngagementsThe user can create engagements CPJ Create Projects The user can create projects MC Modify Companies The user can modify companies MCT Modify Contacts The user can modify contacts ME Modify EngagementsThe user can modify engagements MPJ Modify Projects The user can modify projects VA View Associates The user can view associates VC View Companies The user can view companies VCN View Credit Notes The user can view credit notes 3/30/00 42 Changepoint Confidential VCT View Contacts The user can view contacts VE View Engagements The user can view engagements VI View Invoices The user can view invoices VPJ View Projects The user can view projects Invoicer CCN Create Credit NotesThe user can create credit notes CI Create Invoices The user can create invoices CPJ Create Projects The user can create projects -DCN Delete Credit NotesThe user can delete credit notes DI Delete Invoices The user can delete invoices MCN Modify Credit NotesThe user can modify credit notes ME Modify Engagements The user can modify engagements MI Modify Invoices The user can modify invoices VA View Associates The user can view associates VC View Companies The user can view companies VCN View Credit Notes The user can view credit notes VCT View Contacts The user can view contacts VE View Engagements The user can view engagements VI View Invoices The user can view invoices VPJ View Projects The user can view projects Manager CA Create Associate The user can create associates CC Create Companies The user can create companies CCT Create Contacts The user can create contacts CE Create Engagements The user can create engagements CNM Corporate News ManagerThe user can manage corporate news CPJ Create Projects The user can create projects DC Delete Companies The user can delete companiew DCT Delete Contacts The user can delete contacts DE Delete Engagements The user can delete engagements DPJ Delete Projects The user can delete projects EA Expense Approval The user can approve other user's expenses MA Modify Associate The user can modify associates MC Modify Companies The user can modify companies MCT Modify Contacts The user can modify contacts ME Modify Engagements The user can modify engagements MPJ Modify Projects The user can modify projects TA Time Approval The user can approve other user's time sheets VA View Associates The user can view associates VC View Companies The user can view companies VCN View Credit Notes The user can view credit notes VCT View Contacts The user can view contacts VE View Engagements The user can view engagements VI View Invoices The user can view invoices VPJ View Projects The user can view projects 3/30/00 43 Changepoint Confidential 7 - Technologies & System Management The MyChangepoint site will reside on a collection of Microsoft BackOffice Server Products with software components built using Microsoft's Visual Interdev. The architecture will be three-tiered following Mic-rosoft's DNA architecture whereby the business logic will reside in a COM layer running on MTS. Microsoft Site Server, Commerce Edition will provide a wealth of pre-built portal hosting capabilities at nominal cost.
My Changpoint Site Web Server Overview -win zK BzB
- IISS
- Site Server 3 -AUO
-LDAP
-COM+
CPExpress Load SQL Server Cloud Firewall Balancing - Win 2K Membership Router ~ ~ - SQL 7 ~ Directory Advertising Web Server - Win 2K
- IISS Site Analysis - Site Server 3 -AUO
-LDAP
-COM+
Hardware The following hardware estimate should support the site from launch through the first 6 months. We will monitor the site and it's performance through the beta period and adjust the infrastructure accordingly. An MTS server and/or additional web servers can be added as required to support greater capacity.
1. Web/App Server (Win 2K, IISS, ASP, COM+, Site Server, LDAP) 2 x P3-500 (upgradeable to 4 way) 2 x 9GB HDD (RAID 1 - mirror giving 9GB eff. storage. SYS - 2GB, DATA - 7GB) 1 Array Interface card 2 x 10/100 MB/s Ethernet card 3/30/00 44 Changepoint Confidential 2. DB Server (Win 2K, SQL Server 7) 2 x P3-500 (upgradeable to 4 way) 2 x 9GB HDD (RAID 1 - mirror giving 9GB eff. storage. SYS - 2GB, LOG - 7GB) 3 x 9GB HDD (RAID 5 - striping w/ parity giving 18GB eff. storage. DATA -18B) 1 Dual Channel Array Interface card _ 2 x 10/100 MB/s Ethernet card Platform Microsoft Windows 2000 Server Microsoft SQL Server 7.0 Microsoft Transaction Server (MTS) Microsoft Internet Information Server (IIS) 5.0 Microsoft Site Server, Commerce Edition Changepoint Software Components MyChangepoint Public Site MyChangepoint Express Application System Management components Third Party Components Active File (for browser upload) System Management The site will be managed using Microsoft Site Server, Commerce Edition. This is a bundling of e-commerce server products from Microsoft that will help us to build the site faster and focus more on our value added area of expertise. The next section covers Site Server's features in more detail.
In addition to Site server's ~~out-of-the-box" capabilities, we will build MMC
snap-ins that will add controls for Changepoint specific functions into the Microsoft Console. Most of these snap-ins will be copied from our Enterprise Edition System Manager application.
The following Changepoint snap-ins will be required:
~ Picklist Value definitions ~ Skills Setup ~ Roles Setup - mapping features to roles Session Tracking In Changepoint 5.2 session tracking was implemented to prevent a single user from being logged on through several sessions at the same time. Necessitated largely by the statelessness of the browser, this helped to ensure data integrity by preventing multiple edits of the same record at the same time.
There were also several side benefits derived from session tracking:
3/30/00 45 Changepoint Confidential ~ Since we were tracking sessions (I.e. logins) we were able to report against usage such as number of logins by user, logins by client, duration of logins, login times, etc.
Secondly, we made use of a user's logged-in state to support'~who's online"
indicators and collaborative features such as integration with Netmeeting for chat, paging, etc.
With MyChangepoint session tracking will be even more important to support eventual billing, monitoring and load balancing.
3/30/00 46 Changepoint Confidential

8 - Microsoft Site Server Site Server Commerce Edition 3.0 is a superset of the Microsoft Site Server product. It includes all of Site Server's features for dynamically publishing content, searching content and the delivery of content in multiple formats. Microsoft Site Server Commerce Edition includes additional features to help manage the e-business aspects of a Web site. The following lists identify some of Site Servers capabilities relevant to MyChangepoint's requirements.
Personalization and Membership Membership lets you easily manage users and user profiles for high-volume sites.
Secure access to any area of the site, supporting subscription or "members only"
applications. Personalization enables the delivery of custom content based on the site visitor's personal profile and supports targeted promotions and one-to-one marketing.
Direct Mailer is an easy-to-use tool for creating a personalized direct e-mail marketing campaign based on Web visitor profiles and preferences.
Membership Server provides the software infrastructure for efficiently managing secure access to Web sites and site content, with the ability to scale to support millions of visitors. Authentication can be based on cookies, Basic and HTML forms, challenge/response, and certificates.
Ad Server Ad Server manages ad schedules, customers, and campaigns through a centralized, Web-based management tool. Target advertising to site visitors based on interest, time of day or week, and content. In addition to providing a potential source of revenue, ads can be integrated directly into Commerce Server for direct selling or lead generation.
Site Server Analysis The Site Server Analysis tools let you create custom reports for in-depth analysis of site usage data. Create industry-standard advertising reports to meet site advertiser requirements. Classify and integrate other information with Web site usage data to get a more complete and meaningful profile of your visitors and their behavior.
Enterprise management capabilities enable the central administration of complex, multihomed, or distributed server environments. Supports 28 Web server log file formats on Windows NT, UNIX, and Macintosh operating systems, including those from Microsoft, Netscape, Apache, and O'Reilly.
Commerce Order Manager gives direct access to real-time sales data on your site.
Analyze sales by product or by customer to provide insight into current sales trends or manage customer service. Allow customers to view their order history online.
3/30/00 47 Changepoint Confidential Commerce Server Dynamic merchandising provides support for easy, real-time administration of product and price promotions from any remote Web browser through the Promotion Wizard. Intelligent CrossSell uses previous shopper trends to automatically make recommendations.
Order Processing Pipeline handles targeted functions-such as product tax, shipping and handling charges, payment authorizations, and inventory checks-according to specific business rules. It can be integrated with existing systems and can also be extended with many products from independent software vendors.
Commerce Interchange Pipeline enables applications to exchange information using the Internet or an existing EDI system. Because the Commerce Interchange Pipeline is data format-independent and transport-independent, businesses of all sizes can communicate securely. The Commerce Interchange Pipeline supports native Web formats such as XML and HTTP as well as those from numerous independent EDI
software vendors.
Integration with Microsoft Transaction Server-a transaction processing system included with the Windows NT Option Pack-allows Site Server to provide site and application developers a business-critical solution that offers significantly higher reliability in business transactions.
Dynamic catalog generation creates custom Web catalog pages on the fly using Active Server Pages to directly address the needs, qualifications, and interests of visiting customers.
Rich object model manages products, users, and orders. It supports schema and database independence, enabling businesses to integrate their existing business rules and data with their online presence.
Buy Now, a powerful online marketing solution, lets you embed product information and order forms in most online contexts-such as online banner ads-for quick, spontaneous purchase by consumers.
Commerce Host Administrator, a control center for site administrators and Internet hosting service providers, enables the centralized administration of multiple commerce sites while allowing individual site managers to update their sites remotely Built-in Microsoft Wallet support helps businesses provide customers with the most convenient and secure online payment experience.
Industry-standard security creates a secure environment for customers, partners, and site/application administrators with strong, integrated HTTP
Authentication and Windows Challenge Response. Site Server Commerce Edition supports real-time credit authorization with secure transaction protocols such as SSL and Secure Electronic Transaction (SET).
Commerce Server Software Developer's Kit (SDK), a set of open application programming interfaces (APIs), allows full extensibility across the entire Order Processing and Commerce Interchange Pipelines.
Microsoft Site Server Commerce Edition pricing and licensing information can be found at http://www.microsoft.com/siteserver/commerce/.
3/30/00 48 Changepoint Confidential

Claims