1. 1 CS410 – Professional Workforce Development Orange Team Telephone Management System Final Presentation, 6 th May 2008 Presented by Benjamin Leyland Final Presentation, 6 th May 2008 Presented by Benjamin Leyland

2. 2

3. 3 The Problem The Problem Unwanted phone solicitation still occurs. Even with current legislation and the Do-Not-Call-List

4. 4 Effects of the Problem Effects of the Problem -Annoying -Interrupting -Waste of time

5. 5 What is Phone Solicitation? A telephone call that acts as an advertisement. In 2007, over 5,000 complaints were received by the FCC. Estimated that 4 million "junk" telephone calls are made every day in the United States Source 1: FCC (www.fcc.gov/cgb/consumerfacts/tcpa.html)www.fcc.gov/cgb/consumerfacts/tcpa.html Source 2: FCC (www.hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-279478A1.pdf)www.hraunfoss.fcc.gov/edocs_public/attachmatch/DOC-279478A1.pdf

6. 6 Current FCC Regulations Current FCC Regulations Phone solicitors are required to transmit or display: - Their contact phone number - The name of the soliciting company Source: FCC (www.fcc.gov/cgb/consumerfacts/tcpa.html)www.fcc.gov/cgb/consumerfacts/tcpa.html

7. 7 The Do-Not-Call-List The Do-Not-Call-List Numbers can be registered online or over the phone. The majority of solicitors are prohibited from calling those on the list. Source: FCC (www.fcc.gov/cgb/consumerfacts/tcpa.html)www.fcc.gov/cgb/consumerfacts/tcpa.html

8. 8 Ultimate Goal of TMS Ultimate Goal of TMS Reduce unwanted calls

9. 9 How? How? Develop a prototype and product to: -receive caller ID information -test against local database -transmit caller ID information to interactive device (if not blocked) -allow user to block calls and manipulate data -database updates

10. 10 The Solution A device that blocks incoming calls based on information in a database. Allows extra customization such as blocking numbers at specified times and blocking whole area codes.

11. 11 How our Solution is Set Up An interception device outside the house that collects caller ID information and blocks calls A control device inside the house that provides the database and controls for the user Optional PC software to provide easier configuration

12. 12 Who Can Still Call? Who Can Still Call? Organizations that you have established a business relationship with Non-profit organizations Callers with prior permission Source: (www.fcc.gov/cgb/consumerfacts/tcpa.html)www.fcc.gov/cgb/consumerfacts/tcpa.html

13. 13 Do-Not-Call List Statistics Makes up 76% registered Source: Harris Interactive (www.harrisinteractive.com)www.harrisinteractive.com

14. 14 The Market Potential customer = 46% of American adults 76% have placed their phone numbers on the NDNC registry. 61% of people on the registry still receive unsolicited calls. Source 1: FTC (www.ftc.gov)www.ftc.gov Source 2: Harris Interactive (www.harrisinteractive.com)

15. 15 What our solution will do Allow user configured blocking of calls to all phones in the house Allow redirection of calls to specific phones Allow viewing of call history Allow configuration of call block through the control device and PC based configuration software

16. 16 Major Functional Components

17. 17 System Capabilities Blocking of calls ◦ Per call basis ◦ Area code ◦ Wild cards ◦ During specified times ◦ To all phones System configuration ◦ Configuration software (PC) ◦ Hardware connected to phone line

18. 18 Intercept Pass To Phone Answer Incoming Call

19. 19 Intercept Pass To Phone Answer Search Blocked List Block Call Should It Be Blocked ? Check Local Settings

20. 20 Add To Blocked List Manually Flag Answer Flagging Unwanted Calls

21. 21 Updates Interception Device Control Device Configuration PC Configuration

22. 22 Control Device GUI Prototype

23. 23 What’s In The Box Interception Device Control Device Configuration Software Mounting Hardware

24. 24 What’s Not In The Box Caller ID Subscription Computer Internet Connection Wireless Network (PC)

25. 25 What our solution won’t do Completely eliminate unsolicited calls

26. 26 Competition Matrix

27. 27 Phase 0 Idea conceptualization Five team members Milestones (See Phase 0 Milestones) -PMS website -Final Presentation -SBIR Hard Work + $0 pay = An A?

28. 28 Phase 0 Organization

29. 29 Prototype MFCD

30. 30 Phase 1 Requirements: Initialization Reassess the scope of the project. Revise Phase 2 & 3 Milestones.

31. 31 Phase 1 Milestones: Prototype Production Compose requirements for, build and test: PC Configuration Software Control Device Software Control Device GUI Interception Software Solicitation Generator (Test Harness) Interfaces between Software Components

32. 32 Phase 1 Milestones: Documents Prototype Test Plan Prototype User Manuals Help System for Prototype PC Software & Configuration Software

33. 33 Phase 1 Milestones: Presentations Prototype Presentation Final Presentation

34. 34 Phase 1 Milestones: Preparing for Phase 2 Review Financial Documents Revise Risks & Mitigation Plan SBIR Grant Proposal II

35. 35 Staffing Resources 5 Student Interns Similar structure to current organization All will assist with building & testing of software (See Staffing Plan)

36. 36 Phase 1 Organization

37. 37 Non-staffing Resources Prototype is all software 2 laptops required to run the prototype (See Resource Plan)

38. 38 Phase 1 Staffing Budget Staffing Budget: 5 Student Interns for 16 weeks: $38,360* 40% Overhead: $15,350 Total: $53,710 *Based on recommended salaries given by CEO ($25,000 per year). (See Staffing Budget)

39. 39 Phase 1 Non-Staffing Budget 2 Laptops:$2,000 Total:$2,000 Staffing Budget: $53,710 Total Phase 1 Budget:$55,710 (See Non-Staff Budget)

40. 40 Phase 1 Funding Total Budget = $55,710 Funded through NSF SBIR Program Under maximum grant of $100,000 (See Funding Plan)

41. 41 Phase 1 Risks Difficult to install Fails to penetrate market Land lines become obsolete Product is too expensive Difficult to connect to PC via wireless (See Risk Plan)

42. 42 Phase 1 Risk Matrix

43. 43 Evaluation of Phase 1 All deliverables delivered on time All prototype software meets requirements Cost is within 5% of budget SBIR Phase 2 funding secured (See Evaluation Plan)

44. 44 Phase 2 Milestones Review Prototype Revise Requirements Build Test Hardware Build Software Revise/Create Documentation (See Phase 2 Milestones)

45. 45 Phase 2 Organization

46. 46 Non-staffing Resources Components for producing hardware 9 Computers for staff (See Resource Plan)

47. 47 Phase 2 Budget Total Staffing Budget:$319,910* 40% Overhead:$127,960 Total Staffing:$447,870 Development Computers: $18,000 Hardware Components: $1,000 Total Non-Staffing: $19,000 Total Budget: $466,870 *Based on recommended salaries given by CEO

48. 48 Evaluation of Phase 2 All deliverables delivered on time All final software meets requirements Cost is within 10% of budget Satisfies the market (based on surveys) (See Evaluation Plan)

49. 49 Phase 3 Milestones Identify new team members Beta test with potential customers Begin advertising Set up support staff Contract hardware vendor Construct final website Initial rollout of product Full rollout of product

50. 50 Phase 3 Organization

51. 51 Non-staffing Resources Advertising Final Hardware Office Space Office Supplies Website Hosting (See Resource Plan)

52. 52 Phase 3 Roundup Phase 3 is all about getting the product to the customers. We will establish a corporate headquarters, hire the necessary support staff, and get the company website online. We will beta test the product, then proceed to a initial offering in a favorable market before beginning the nationwide rollout.

53. 53 Phase 3 Budget 717,660 in personnel and overhead 30,000 in advertising 40,000 in hardware for initial rollout. 35,000 for Brick and Mortar 12,000 in additional Office supplies 2,000 for website 836,660 for 1 year of phase 3, including initial rollout of product.

54. 54 Overall Budget Phase 1: $55,710 Phase 2: $466,870 Phase 3: $836,660 (1 st year) Total: $1,359,240 SBIR Funding:$522,580 Private Funding: $836,660

55. 55 Price point With a cost to us of $70.00 and a price point of $119.99 our product will net us ~$30.00 per unit sold after retailer markup. Production of 35,000 units will cost $2,450,000 This will make the total first year cost $3,286,660

56. 56 Return On Investment After selling our initial run of 35,000 units we will see a $213,340 return on investment. The break even point for this scale of production is 32,867 units.

57. 57 Conclusion The proposed system mitigates the problem to a greater extent than rival products. Costs for Phase 1 and 2 are under the maximum grants provided by the NSF. The break even point for Phase 3 is 32,967 units in the first year.

58. 58 References Slide 10: FCC www.hraunfoss.fcc.gov/edocs_public/attachmatch/DOC279478A1.pdf Slides 10, 13, 14, 15: FCC www.fcc.gov/cgb/consumerfacts/tcpa.html Slides 16-17: FTC www.ftc.gov Harris Interactive www.harrisinteractive.com

59. 59 Questions?