Project Management Proposal

As a collaboration tool, the PMD (Project Management Dashboard) will embrace and enable the range and breath of knowledge across Lam’s multi-disciplinary team. The attention to detail continues behind the scenes with a specialized PMD that easily allows the whole team to contribute and manage each pending and active project within the company.

(Y)our Team

We're trained architects gone rogue as software designers, developers and strategy consultants.

Design

Alex Dixon

When he's not tending to his indoor garden, Alex designs award winning websites and studies typography.
Development

Moe Amaya

If the Arizona Cardinals aren't playing, Moe hones his coding skills by building side projects.
Project Manager

Robert Yuen

Currently Robert is planning a wedding while also managing Monograph.io and Section Cut.

Our Proposal

Based on our discussions, we've broken the project down into four distinct phases:

  1. 1

    The Dashboard (PMD)

    Design and development of Lam’s PMD (Project Management Dashboard) with an integrated approach to how Lam delivers a project from start to finish, using Lam's initial mockup as our starting point: PDF Here

  2. 2

    Deltek Accounting

    Integrate Deltek accounting software with the dashboard, allowing for more robust workload projections at a granular level.

  3. 3

    Advanced Features

    Feature sets that will allow the dashboard to take on new life and efficiencies, including notifications, a resources page, and an update to the user interface and interaction across all devices.

  4. 4

    Lam Curated Lighting

    A separate application designed to help curate and manage the catalogue of lighting related products and resources.

Phase I

The Dashboard (PMD)

The dashboard is like an operating system for your business, creating a cohesive environment to manage all your data, including but not limited to sales leads, project management, and company wide analytics into one intuitive platform. To accomplish this it will be critical to examine certain core components of Lam’s business model and workflows to best understand how and where technology can be introduced. Every PMD system affords an opportunity to evaluate how a business is run currently, and to systematically diagram phases of engagement.

Pre Contracts

Prospective projects where Lam’s business development team and executive management can track and manage new opportunities. We’ve identified two critical stages here for Pre Contracts:
  • Status

    An overall view of every prospective project status is vital for a broader understanding of the business and the ability to forecast resources needed. Technology will allow the ability to track and filter between new, pending, signed, and dead projects.
  • Project Information

    Detailed information relative to each proposal. Data included but not limited to: the project number, addresses, contacts, proposals, schedules, and fees. Multiple prospective clients may be listed under one project. Project information shown in concise, graphically organized manner allows the team to manage, access and collaborate on new business opportunities.

Post Contract

Current projects are where principals, associates, project managers, and designers manage and collaborate to ensure the delivery of each project. The PMD system can be designed to accommodate everyday essentials ranging from project data, proposals, to also accurately tracking and compare schedules and fees to forecast unforeseen project related issues.
  • Lam Projects

    A complete indexical overview of every project at Lam Partners with their appropriate job number and job data. Each project will also have detailed project information with up-to-date tracking between fees and schedule.
  • Contact Management

    A centralized location to track contacts between the business associates, principals, and project managers at Lam Partners. Every contact may have additional information for example a map and prospective/pending projects related to the client.
  • Personalized User Page

    Each user at Lam Partners can be assigned specific roles that govern what’s visible on their personal dashboard. Principals, business development, project managers, designers - will see slightly different information designed to optimize user performance.
  • Analytics

    Powerful analytics to produce workflow projections and an on-demand report generator built directly into the platform.

Design

Lam's visual identity is already well defined. The dashboard branding will build upon these standards as an underlying system that informs navigational elements, lists, forms, and other web application user interfaces and experiences.
White
Gray
Orange
Black

UI Components

Where conventional websites are heavily focused on content consumption, user interfaces prioritize content interaction (vital to dashboard design). Our role will be to develop a designed system to be applied across the dashboard to maximize useability and interaction.
  • Controls

    Switches, inputs, buttons, sliders, and etc. These form the backbone of a UI, and often require the most design attention in order to be as simple and effective as possible without any additional information.
  • Displays

    Information is an essential component to a user interface, and making sure it is up-to-date is just as important as keeping any interactive elements at an appropriate scale.
  • Typography

    UI's in particular necessitate a carefully selected set of particularly small typographic styles, used in various combinations to maintain hierarchies, indicate actions and establish a visual system that builds trust in a user.
Phase II

Deltek Accounting

Implementing the integration between Deltek accounting software with the dashboard will produce a more robust workload projection and synthesize data to accurately track schedules and fees holistically.

Phase II of our proposal largely consists of building the connections to your Deltek systems and implementing advanced graphing tools. This phase might require in-person collaboration to work within Deltek’s technology.
Phase III

Advanced Features

Notifications, a resources page, and an update to the user interface to provide enhanced levels of interaction across all devices, enabling the dashboard to take on new efficiencies.

In phase III we will revisit the dashboard experience, focusing on advanced feature sets, while expanding upon and refining our initial wholestic design solution.
Phase IV

Lam Curated Lighting

A separate application designed to help curate and manage the catalogue of lighting related products and resources.

In phase IV we propose a "lite" version of what we've previously built for sectioncut.com: a platform to curate, bookmark and manage a library of information. Dan and Jennifer can provide more of a vision for this.

Timeline and Costs

Included below is a preliminary timeline and fee structure for each phase.

In each phase we've included an optimistic amount of time for feedback. However, every organization is different, so these timelines may change as we move through each project.
Phase I

The Dashboard

Start date: Monday, September 19th
Stage Duration Completion Deliverables
Design 2 weeks Monday, Oct. 3rd D&M: final mockups
Development 8 weeks Monday, Nov. 28th D&M: staging website
Testing 2 weeks Monday, Dec. 12th D&M: bug fixes
Launch 1 – 2 days Wednesday, Dec. 14th D&M: live website
Phase II

Deltek Accounting

Start date: TBD
Stage Duration Completion Deliverables
Development 2 – 3 weeks TBD D&M: integration finish
Testing 1 week TBD D&M: bug fixes
Phase III

Advanced Features

Start date: TBD
Stage Duration Completion Deliverables
Resources Page 1 week TBD D&M: staging website
Notifications 1 – 2 weeks TBD D&M: staging website
Mobile Design 3 – 4 weeks TBD D&M: staging website
Testing 2 weeks TBD D&M: bug fixes
Launch 1 – 2 days TBD D&M: live website
Phase IV

Lam Curated Lighting

Start date: TBD
Stage Duration Completion Deliverables
Design (limited) 2 – 3 days TBD D&M: final mockups
Development 1 – 2 weeks TBD D&M: staging website
Testing 1 week TBD D&M: bug fixes
Launch 1 – 2 days TBD D&M: live API

Costs

Phase I: The Dashboard: Fees
Deposit $7,800
Part 1: Completion of Design $27,300
Part 2: Completion of Development $35,100
Part 3: Completion of Testing & Debugging $7,800
Part 4: Launch
Part 5: Lam Curated Lighting* $12,000
* Discounted price when bundled with Phase I (50% off)
Phase II-IV Fees
Deltek Accounting $16,000 – $20,000
Advance Features $12,000 – $50,000
Lam Curated Lighting $24,000

Estimated recurring cost for Phase I:

Heroku Dyno Server: $25 per month
Heroku Database: $50 per month
AWS Image hosting: $5 per month
Https SSL Certificate: $10 per month

Total: $90 per month

Work Samples

The following work samples display a selection of Dixon & Moe’s latest digital work.

In each of the projects, we've worked directly with our clients to ensure the highest quality of work along with custom technology suited for each business.

Custom Dashboard and Content Management System: MIT

Custom Content Management System: Agenda NYC

Custom Dashboard and Project Delivery: Zahner