Our client has an Excel spreadsheet (attached) containing several formulae that they use to create PDF-based Property Illustrations.
The brief is to create an online version of this system that end-users can complete themselves to generate a PDF illustration.
The system will work in a similar way to online insurance quote systems, with each page asking for specific information and saving it to a database. The final screen will be a summary of input data and an option to e-mail and/or print the illustration.
The proposed dataflow is as follows (to be read in conjunction with Excel file). NB, bullet numbers relate to screen numbers:
1. End user enter details of IFA (Financial Advisor) – name, company, e-mail, tel, etc.
2. End-user is presented with ‘Assumptions’ (Alltrust Fees – See Excel cells K47-K63). These are pre-populated but will need to be changed by the client within a back-end system from time to time.
3. End-user is presented with ‘Cash Flow Information’ (see Excel cells A47-63). These figures will be pre-populated but the end-user will be able to change them (these figures will then form calculation formulae later on).
4. End-user enters details of Member 1 (see Excel Row 11). At the bottom of this screen the end-user will be asked if they want to add another member. If yes, they are presented with a screen to enter details of Member 2 (see Excel Row 12). This will continue looping up to a maximum of 6 members.
5. End-user enters details of property (see Excel cells A19-39).
6. At this point a summary screen will display all of the information entered and allow the end-user the opportunity of going back to amend any of the previous screens.
7. On clicking submit the system will perform all of the calculations required to generate the ‘Property Illustration Study’ (See 2nd Worksheet in Excel file; ‘Output Screen 10 Years’. Options will be to view/print the illustration as a PDF or e-mail it to the end-user as an attachment. Once the report has been generated, a copy is also e-mailed to a fixed e-mail address belonging to the system operator so that they can follow up on the illustration.
The look-and-feel of the system will be to match the client’s existing web site although this system will be a standalone micro-site and not require integration with any parent site.
I need options as to which programming language and why as well as detailed cost and time projections. As a secondary option, costs will be required for developing a system that will ‘capture data only’ over several screens and e-mail the captured data to the system operator so that they can manually populate the Excel spreadsheet and e-mail the illustration to the end-user (lower cost option).
Our client is looking for projected costs for this project asap so fast responses will be gratefully received.