Marketing Strategy Plan Xero Doc Convert

We want students to help us build a marketing strategy plan to grow and engage our target market: Xero Cloud Accountant Partners . We’d like to know how we can maximize use of different channels and get recommendations to improve our messaging. This is for our application Xero Document converter. The application takes PDF bank and credit card statements and converts them to a pre-programmed CSV file that is ready to upload into Xero Cloud Accounting organizations. The main questions we’d like students to help us answer are the following: How do students currently perceive our brand and marketing, based on publicly available information about our company? What channels should we utilize for promotion, including ones we are not currently using? What budget is appropriate for advertising, given our goals? What is the best message to explain our value proposition? Do different geographic areas require a different message and image? What is the best approach for our target, direct contact (ie; phone, email), advertising or introduction via community event. What is the best online platform to reach our target market.

Customer User Interface Process

Every month, accountants receive monthly bank and credit card statements that remind us of our financial decisions the past month. While this information is insightful and occasionally, shocking, these monthly reports are often provided in Portable Document Format (PDF). However, accounting platforms, such as Xero Cloud Accounting, require data to be submitted in a specific format. With the assistance of Amazon Web Services and its machine learning technology, our WOWzer Document Converter can automatically extract text and data, even if it is handwritten, from scanned documents to identify and understand the data from forms and tables. This is beyond the simple optical character recognition (OCR) software that requires manual configuration, due to its inability to differentiate forms, text, and tables. By utilizing machine learning, text, tables, and data in scanned documents like PDFs and images, can be read and processed by "WOWzerDoconvert" accurately, without manual effort. Extraction of the data can be completed in minutes, versus hours or days of manual data entry. Additionally, this extracted data is converted to a file format that is accepted by Xero and is ready for uploading to the accounting file. This project is to create a front end for customers, to be able to use the document conversion service as described above and allow us to bill them according to their use from a pre-entered credit card. From signing up for an account to entering credit card information to uploading a PDF for conversion. Our suggested workflow is as follows but is open to design creativity. 1. Client signs up for an account on https://xerodoconvert.com 2. Once signup is complete, a folder is automatically created in the S3 bucket with the email address 3. Client logs into XeroDocConvert account 4. Client uploads document 5. Document goes through our website (WordPress) and into the designated S3 bucket, under client's email address 6. After upload completes, a screen will ask the client to identify what institution and what type of statement 7. Pick from one of filtered selection (images) 8. By picking the filtered selection, it selects the type of function that needs to read and run on the PDF document, from AWS. 9. PDF is converted to CSV by Textract, and the chosen AWS function converts it to a Standard format, and a Xero format. 10. Following completion, user will receive an notification email and link to view/download Standard CSV and Xero CSV files in the client's profile. 11. If the process is interrupted for any reason, the client can go back to the PDF file that was uploaded, click it, and press “convert.” This will bring up the filtering and selection screen again. Software platforms we use includes WordPress, Auth0, Recurly, AWS Textract, AWS S3 and EC2. The team would be expected to use these tools to create the process and put all the pieces together.

Website Development

Our company uses a website as a protal to access our application online. We hope to update and revamp our existing website and move it to AWS so we can add some security features. We would like to work with students to develop a new website that is easy to maintain while providing an appealing interface for users. This can be achieved through site building tools found on AWS. This will involve several different steps for the students, including: Researching different site-building tools and their associated advantages / disadvantages. Conducting a needs analysis to determine which platform is most suitable. Building a website, with our assistance in providing the content. Providing training on updating and maintaining the website. Bonus steps in the process would also include: Implementing security features like WAF and Shield.

Customer User Interface Process Backup and Restore

Currently, there is no market-ready application that can backup and restore accounting data in the Xero Cloud Accounting platform. We have created an app to perform this task but have This project is to create a front end for customers, to be able to use the document conversion service as described above and allow us to bill them according to their use from a pre-entered credit card. From signing up for an account to entering credit card information to uploading a PDF for conversion. Our suggested workflow is as follows but is open to design creativity. The client will pick the appropriate Backup and Restore site, based on his/her region (US, Canada, EU, UK, AU, NZ). Each site is connected to a bucket in its respective region. Client signs up for an account through Auth0, on Backup And Restore. Email address will be used to automatically create a folder in the S3 bucket. The email address will also be used to create an account on Recurly. Account information and payment information is gathered for Recurly. We will need to develop an “Account Information” page in order for the client to update any of his/her information. Would we be able to bill users across all regions onto one invoice in Recurly or will we have to separate each of them? Can Recurly support multiple websites, each with its own database of emails and users? Some users may use multiple regions, therefore, their account information may appear on Recurly as duplicates. Does Recurly separate this information from different websites in separate databases? I will look into Recurly further. The client logs in to our B&R application, which is hosted on the AWS EC2 server. The client connects to Xero account(s) – it is the client’s responsibility to connect companies of the same origin as the site/bucket region. The client backs up data from Xero and into our S3 bucket. Data consumption is transmitted to Recurly. Recurly does not currently support AWS S3 directly. We will have to push the data out of AWS and receive it through the Recurly API. One possible solution is determining the size of the folder based on the user/email address in the S3 bucket. With the size of the folder, we should be able to push that information into Recurly, connect, and invoice it to the correct client, based on email address. This is something I have to speak to Dhaneshwar about. Data consumption of restore process – how will we be billing Restoring an account? Once data has been transmitted to Recurly, and assigned based on the client’s email address, we can charge and invoice the client appropriately. Data is kept on our S3 bucket, and the Client can access it through our application. All data on S3 is periodically backed up to Azure, and only accessible by WOWzer Admins. Software platforms we use include WordPress, Auth0, Recurly, AWS Textract, AWS S3, and EC2. The team would be expected to use these tools to create the process and put all the pieces together.