A wordpress membership site developed.

WEB SITE SPECIFICATION We currently provide support services to accountancy firms. The support services provided can be broken down into two categories: 1. Technical training. 2. Compliance support services To assist our clients with compliance support services we are going to provide a range of compliance support resources via a membership subscription only website. The major part of the site will be accessed on a subscription only basis. Therefore one part of the site will be visible to the general public but the major part will be password protected. Our existing clients already pay a subscription fee for various services and all their employees will receive free membership. Members of the general public will be able to purchase membership and pay for same by payment of a monthly subscription. Therefore “ecommerce” functionality will be required. The website will consist largely of online articles, downloadable documents, videos, podcasts and spreadsheets. I would envisage that when people log onto the site the home page would show the following options: General section of website would include; 1. Home page. Will include functionality to promote upcoming courses and site membership. 2. Upcoming courses page. Will consist of a list of upcoming courses. Online booking required with payment. 3. Services offered. 4. Blog 5. Purchase membership page with recurring monthly payment. 6. Log in for members. The general section of the site would be available to the general public. Password protected section of site would include:  Audit resources o Resources here will be mainly word, PDFs and excel documents available for download. o Webcasts. We currently have these webcasts stored on [login to view URL] and would envisage to continue using this service or vimeo pro with a link embedded on our webcast pages. o Podcasts.  Accounting resources. o Resources here will be mainly word, PDFs and excel documents available for download. o Webcasts. We currently have these webcasts stored on [login to view URL] and would envisage to continue using this service or vimeo pro with a link embedded on our webcast pages. o Podcasts.  New GAAP accounting resources. o Resources here will be mainly word, PDFs and excel documents available for download. o Webcasts. We currently have these webcasts stored on [login to view URL] and would envisage to continue using this service or vimeo pro with a link embedded on our webcast pages. o Podcasts.  Practice management o Mainly downloadable documents and online articles. o Some webcasts.  Compliance alerts in PDF format. Website will provide an index of all alerts and these will be downloadable by one click.  Technical Bulletins in PDF format. Website will provide an index of all alerts and these will be downloadable by one click.  Allow for other sections to be added at later point in time by our office. Site requirements  The developer will be required to initially load the site on our hosting service and upload all content provided.  The site is to be developed using wordpress and the plugins referred to below.  The site must be secure from hacker and spam attack.  The site must be backed up by a suitable plugin.  The site must be easy to edit including the additional of pages etc.  We must be easily able to upload content to the site.  It is a requirement that the resources section will contain various indexes and the user will be able to click through from the index to resource.  The website should present a very professional appearance and style. Nothing flashy or cheap. We will select the wordpress framework / theme to be used.  The site should be very simple to use and very clearly presented. What we want to sell to our clients is the concept that the site offers significant resources to assist them in meeting their compliance obligation. We are selling resources that just happen to be available via a website. Most of the resources could as easily be available via CDROM but a website is more efficient medium.  We would need to be able to manage the website in-house on a day to day basis. Such tasks as adding downloadable information (in PDF, word, powerpoint and excel format, uploading webcasts etc).  Facility required to add or block users quickly.  All text for site would be provided to developer in word format.  We send regular newsletters to members so this functionality needs to be provided. A plugin such as Wysija will be used for this function. Timetable It is planned to develop the site in firs quarter of 2014. Future development It is likely that the successful bidder (developer) will receive further work in 2014 in developing related sites. We seek to establish a good working relationship with a suitable developer. Technical matters Plugins chosen: • Akismet • Restrict content pro ([login to view URL]). • Wysija WordPress plugin • Ecommerce: [login to view URL]