WP NumberDelivery Release NumberTitleDelivery date
WP1D1.1Product specification document1-Nov-15
WP2D2.1Test and development environment31-Oct-15
WP2D2.2Taskfit including new features31-Oct-16
WP2D2.3GUI design description 30-Apr-16
WP2D2.4Ported versions of the client31-Mar-17
WP2D2.5Software interfaces to 3rd party products31-Dec-16
WP2D2.6Automatic business process exploration and modelling tool31-Jan-17
WP3D3.1Product web portal31-Jul-16
WP3D3.2Cloud-deployable version of the backend31-Mar-17
WP3D3.3Taskfit including backup functionality 31-Aug-16
WP3D3.4Report on security enhancements31-Jan-17
WP4D4.1Infrastructure for support services31-Dec-16
WP4D4.2Customer support environment31-Jan-17
WP4D4.3Installation kits for resellers28-Feb-17
WP5D5.1Test report30-Apr-17
WP5D5.2Pilot testing31-Jul-17
WP6D6.1Users guide31-Dec-16
WP6D6.2Experts guide28-Feb-17
WP7D7.1Customer Development Plan1-Nov-15
WP7D7.2Business Innovation Plan and impact assessment31-Jul-17
WP7D7.3Report on Knowledge Management31-Jul-17
WP8D8.1Communication Plan definition31-Jan-16
WP8D8.2Communication Plan impact assessment31-Jul-17

 

D1.1 Product specification

As the system specification is the first technical deliverable of Taskfit PRO, the preparation of the document started with the collection of requirements from our existing clients. This was done with one-on-one and group interviews, facilitated sessions and numerous brainstorming. These requirements were gathered, filtered and validated with the support of our (existing and potential) clients. Based on these requirements a top-to-bottom approach was used when writing the specification: first the main building elements were defined which was followed by an iterative loop where each basic element was detailed more and more. The main focus during the specification was held on the client application functionalities, since the Taskfit PRO infrastructure primarily aims to ease the users’ everyday work. The other parts of the system were split into main functional blocks including the necessary interfaces between them. We have also taken into consideration what components should be standalone ones or which should be tightly coupled to each other. During the design it was also a vital question how we can make the system less dependent on technology changes, so we tried to create an architecture in which each component can be easily redesigned with the least possible changes in other components.

D2.1 Test and development environment

As the complexity of the Taskfit PRO system grows, the development and test environments also need to evolve together with the system in order to keep the growing complexity under control. The environment that was used to develop the existing Taskfit product no longer meets the needs of the large scale functional and operational expansion that the development of Taskfit PRO is expected to entail. Collaborating with our partners and extending the current functionality of the product also bring in new requirements for the development environment. After determining all the required technologies, platforms and developer tools, we have created a new development and test environment along with development management components such as version control and an internal ticketing system.

D2.2 Taskfit including new features

The re-positioning of the product to the B2C segment introduces a number of new challenges. Whereas earlier it was typically a management decision whether an enterprise user was required to use Taskfit or not, in the B2C arena, users will actually have to like the software otherwise they will just delete it without giving it a second thought. In order to be a successful consumer product, Taskfit PRO has to do away with all aspects of the earlier versions that users found complicated, inconvenient or even just not particularly useful and provide features that they consider to be clear, valuable and handy. The Taskfit PRO desktop client application is the central component of the system. It is the desktop application that the users interact with the most and where the most distinctive features of the Taskfit system are available so the general re-design and functional enhancements efforts focused mostly on the client application. However, the Taskfit PRO Portal, which provides account management, configuration, reporting and payment functions, has also been re-designed and extended with new functions that are essential in the B2C market.

D2.3 GUI design description

Designing and planning of user interfaces in the Taskfit PRO project is tightly bound to the design and development of the product’s functionality. A combination of the user centered design and lean methodologies is used in order to get the best results of the two. The planning and the development is done in sprints, and all plans, prototypes and developed features go through user testing sessions. The results of the tests are analyzed and the features improved accordingly. Proven industry standard user experience patterns are applied, with additional Taskfit PRO specific considerations as follows:

  • The clients’ user interface should not be visible most of the time.
  • The app should be considered as a helping hand.
  • The mood, visuals and the wording should be casual, as a friend who is happy to help.

Goals that should be fostered by persuasive design patterns have been determined: motivate the users to subscribe and to help promote Taskfit PRO among his friends and colleagues and in his company. Further goals that should be fostered by gamification have been determined: improve the user engagement, satisfaction, productivity, flow, learning, ease of use and usefulness of the system; and also to help promote Taskfit PRO. It is important to mention that as in most popular development methodologies in our case as well, the UX and its development basically follows the whole product development phase in order to get out the most potential from our Taskfit with the highest quality.

D2.4 – Ported versions of the client

Early versions of the Taskfit client were only available as windows desktop applications. To increase the
accessibility of Taskfit, it was necessary to spread out its availability to the most popular desktop and mobile
platforms and devices. Extending Taskfit PRO to mobile phones and tablets presented an entirely new
challenge. Today’s mobile devices are fully functional personal computers with substantial computing power,
advanced operating systems and large number of available software applications. The smaller screen and the
touch-based input instead of the usual keyboard and mouse are seen less and less of an obstacle.

The basic philosophy of the Taskfit PRO mobile client is that it should utilize the capabilities of a device as
much as possible. The available set of Taskfit PRO features on any device should only be limited by what a
device can or cannot do not by Taskfit itself. For example, if the user has added a document as a resource to
the context of one of his tasks on his desktop, then he should be able to list the document resource on any of
his devices. If the device has a suitable viewer or editor installed, then the user should also be able to view or
edit the document just like on a desktop computer and Taskfit PRO should provide the same task-, context and time management services.

D2.5 – Software interfaces to 3rd party products

Software implements external interfaces ready to be used with 3rd party applications and the most promising 3rd party application is integrated. The re-positioning of the product to the B2C segment introduces a number of new challenges. Whereas earlier it was typically a management decision whether an enterprise user was required to use Taskfit or not, in the B2C arena, users will actually have to like the software otherwise they will just delete it without giving it a second thought. In order to be a successful consumer product, Taskfit PRO has to do away with all aspects of the earlier versions that users found complicated, inconvenient or even just not particularly useful and provide features that they consider to be clear, valuable and handy. The Taskfit PRO desktop client application is the central component of the system. It is the desktop application that the users interact with the most and where the most distinctive features of the Taskfit system are available so the general re-design and functional enhancements efforts focused mostly on the client application. However, the Taskfit PRO Portal, which provides account management, configuration, reporting and payment functions, has also been re-designed and extended with new functions that are essential in the B2C market.

D2.6 – Automatic business process exploration and modelling tool

Software implements external interfaces ready to be used with 3rd party applications and the most promising 3rd party application is integrated.
A new tool was developed that read the data gathered by Taskfit PRO and use it to automatically generate business process models by applying pattern recognition algorithms, data mining and process analysis techniques. The tool is able to discover process structure, help to identify weaknesses, bottlenecks and unnecessary redundancies with the aim of optimizing business operations. The new tool is intended to become a viable and cheap alternative to existing process mining techniques. The tool is not part of the Taskfit PRO service but a supplementary product that is offered mainly to professional services companies and enterprises that execute large scale projects in the areas of business process development and re-engineering, outsourcing due diligence, software license audit or similar areas, where human working patterns need to be analysed.

D3.1 Product web portal

Demonstrable version of the tool. A new tool was developed that read the data gathered by Taskfit PRO and use it to automatically generate business process models by applying pattern recognition algorithms, data mining and process analysis techniques. The tool is able to discover process structure, help to identify weaknesses, bottlenecks and unnecessary redundancies with the aim of optimizing business operations. The new tool is intended to become a viable and cheap alternative to existing process mining techniques. The tool is not part of the Taskfit PRO service but a supplementary product that is offered mainly to professional services companies and enterprises that execute large scale projects in the areas of business process development and re-engineering, outsourcing due diligence, software license audit or similar areas, where human working patterns need to be analysed.

D3.2 Cloud-deployable version of the backend

Instead of the earlier, locally deployed Taskfit client-server architecture, Taskfit PRO uses a cloud-based service to store and synchronize data. The cloud service has a globally available public variant offered mainly to individuals, free-lancing professionals, start-ups and SMEs and there will be a private cloud service that can be deployed to the internal cloud infrastructure of larger entities more conscious about owning their data.

As Taskfit PRO will be available as a cloud-based Software as a Service (SaaS), system components need to be
prepared for this kind of configuration and deployment. To reduce maintenance costs, we decided to
automate many steps of the deployment processes, introduce self-service and enhance security.

The basic idea of automated deployment is that most parts of the software deployment packages are built
automatically in accordance with the configuration done via the self-service and management interface of the Taskfit product portal. The backend of the product portal will create customized downloadable installation packages and it will also execute the deployment of server components in the cloud on demand.

The service oriented backend architecture with a platform independent front-end will provide a business and
IT friendly scale-out architecture.

D3.3 Taskfit including backup functionality

Data backup, refers to the copying and archiving of computer data so it may be used to restore the original after a data loss event. The primary purpose of backups in the context of the Taskfit PRO service is to recover data after its loss due to an unexpected event, be it by data deletion or corruption and to restore it quickly enough to minimize service interruption. Backing up user, task, resource, time and configuration data collected or used by Taskfit is important both for individual users and for the operators of the global Taskfit PRO service as well as in a corporate environment. Taskfit PRO has been designed to provide backup options both on the client and the server side.

D3.4 – Report on security enhancements

This document’s scope is to describe the security related development actions performed and its results. Security is one of the most important property of every system handling sensitive data. The Taskfit PRO user authentication and authorization features have been specially designed and developed to meet the strict security requirements of large-scale public cloud-based services. The mechanisms applied in Taskfit PRO are built on state of the art industry standard solutions and also rely on secure services offered by well-known cloud service providers. Specific user role and permission management mechanisms have been defined to provide sophisticated access-control to the system. All communication channels are protected by HTTPS protocol and all data stored locally on client computers is encrypted to prevent unauthorized access.

D4.1 – Infrastructure for support services

Support equipment are installed, the support web page is integrated into the product web portal.

D4.2 – Customer support environment

Customer support materials are ready and available on the support web page.
Along the development of the Taskfit PRO B2C version designed for individual use, the preparation for launching the Business and Enterprise versions has been also started. As per our B2B strategy we would like to establish an external sales partner manager team instead of working in direct sales. We plan to build a partner network first in the EU and later worldwide with a reseller network or sales agents in the target region and countries. Our partner managers, sales agents and reseller companies would be given training and support so that they can conduct the negotiation process in a proper and efficient way. Such support has to enable them to reach out to the potential clients, open their doors to raise interest, conduct successful customer presentations and make deals on their own. Our partner sales network would be supported with information, standard presentations that they can customize based on the individual needs of potential negotiation partners, proposals and other materials that are required for the deal. The idea is that our agents would manage the overall process independently and BaseWalk would be involved only in the technical planning and implementation. The implementation of the above strategy ensures the maximization of invested human, financial and other resources. As part of this process we launched the partner sales portal at www.partner.taskfit.com, serving as a main hub for our contracted sales agents containing all necessary documentation, information, presentations, downloadable written materials, tutorials and the downloadable products, as well. In general, sales support materials contain information regarding the service we provide, promotional materials helping the salesperson in acquiring new customers and increasing business. These resources are provided with the aim to make the sales process easier and effective. Therefore, the main objective of implementing the partner sales portal is to present Taskfit in a proper way and increase its brand equity by delivering a consistent message throughout the B2B sales process.

D4.3 – Installation kits for resellers

In accordance with Basewalk’s business strategy, the main B2B distribution channel for Taskfit will be
contracted third party resellers. Their task will be to sell Taskfit internationally on an enterprise level.

Building up and maintaining a well-organized reseller network requires well-established methods for
knowledge transfer including technical and sales training. Support is also vital for resellers to ensure user
satisfaction which is necessary for sustained market presence and for gaining new customers. An important
aspect of support is making the software delivery process as smooth as possible.

In order to make reseller-based distribution efficient, contracted resellers have access to a dedicated zone of
the customer web portal with enhanced support functions and links to the Taskfit Enterprise Registry, through which all Taskfit Enterprise install packages are made available to resellers and corporate customers.

D6.1 – Users guide

The material will cover all the functionalities and possible events that an average user can face during operation including installation, configuration and operation topic. The description will also explain the most important functionalities by giving examples.

D6.2 – Experts guide

The re-positioning of the product to the B2C segment introduces several new challenges. Whereas earlier it
was typically a management decision whether an enterprise user was required to use Taskfit or not, in the B2C arena, users will actually have to like the software otherwise they will just delete it without giving it a second thought. In order to be a successful consumer product, Taskfit PRO has to do away with all aspects of the earlier versions that users found complicated, inconvenient or even just not particularly useful and provide features that they consider to be clear, valuable and handy.

The Taskfit PRO desktop client application is the central component of the system. It is the desktop application that the users interact with the most and where the most distinctive features of the Taskfit system are available so the general re-design and functional enhancements efforts focused mostly on the client application. However, the Taskfit PRO Portal, which provides account management, configuration, reporting and payment functions, has also been re-designed and extended with new functions that are essential in the B2C market.

D7.1 – Customer Development Plan

The Customer Development Plan as a deliverable document is defined to question our business assumptions regarding our product, Taskfit PRO, including discovering and validating the right market for our idea, building the right product features that solve customers’ needs, testing the correct model and tactics for acquiring and converting customers, and deploying the right organization and resources to scale the business. The preparation of the document started with the market research to get deeper insight of the market potential and compare our products to the other market players.  The outcome of the research based on online and offline researches, personal interviews with customers, potential customers, other market players, professional advisors and numerous brainstorming. The requirements of the market were collected, filtered and validated with our developer team to check up on the feasibility. Aware of the market demand and the development opportunities, we started the segmentation and building the sales and marketing strategy by defining the sales channels, the required changes of the company operational structure, the unique selling points, branding, milestones and so on. The Customer Communication Plan is the framework of our Communication Plan that we deliver in M6.

D8.1 Communication plan definition

The Communication Plan as a deliverable document is built to define the necessary marketing communication activities in timeline to commercialize and promote Taskfit PRO that focuses on the B2C and SME segment in the first phase. The plan is based on the information gathered during our feasibility analysis including objectives, market analysis, target audiences, messages, medium and means, monitoring, impact assessment criteria, activities, timing and resources allocated, including relevant personnel. Since the B2B (Enterprise) version will be developed in later phase, the communication plan for this sector is depending on the result and productivity of the first phase Taskfit PRO product campaigns. Our B2B plan is a draft, the final communication strategy will be created later. We have to state that this document is a plan for the communication based on deep research, analysis and the first insights, but it has to be modified based on the feedback of the test period. Besides the product features, user experience and operation, the marketing concept will be tested as well.  We will follow the main rule of marketing and communication methodology during the campaigns: test and adjust. We defined the target group and market in the Customer Development Plan (D7.1) based on the market research and the identification of the customer needs. As the next step, we prepared the present Communication Plan to point out the right way to reach our target audience, capture attention, highlight and enhance the benefits, get brand awareness, create market demand and convert potential users into paying customers. Many communication tools and channels are assigned in the document to reach our goals, like websites, campaigns, social media, audio visuals, events, press, publications, promotional materials, etc. Our approach would include mostly online campaign-based activities because of the main characteristics of our product and target group but as it will be seen, we plan to involve event based and offline activities as well.