This RFP has been prepared to seek prospective Proponent’s experience, proposed solution, and pricing quotations for PSHSA requirements for a newly redesigned website, including e-commerce and CMS capabilities.
PSHSA is seeking the services to deliver an end-to-end solution for our corporate website, ecommerce business, and integrated into our Learning Management System, CRM, and financial system. The goal of this project is to make it easier for our clients to buy training services and find and download resources. We are looking for a firm to develop a modern, client-first solution supported by a CMS that can be managed internally ongoing. We require this project to be completed no later than March 31, 2025.
3.1 Scope of PROJECT
The Submission
- Request for Quotation, demonstrated experience/expertise and Project Approach
- Finalist virtual presentation and interview to PSHSA to walk through quote and proposed project approach.
- Remote Presentation Date: June 26, 2024
eCommerce
- Product and SKU management for training products and physical products through our fulfillment vendor
- Support for several buyer journeys.
- Finding, scheduling, and purchasing training products (i.e. classroom training sessions, virtual training sessions, and eLearning course delivery)
- Note that the same “product” (i.e. training course) can have multiple modes of delivery, with differences in scheduling and pricing, including:
- Instructor-led in-person
- Instructor-led virtual/online
- Self-paced eLearning
- All of the modes should be available to purchase for a buyer looking for a specific certification
- Purchasing physical product (manuals/assets for training sessions)
- Request for private training: Online form, generate a quote, accept, and create invoice
- Chat integration with either a chatbot and/or a live Client Experience Team member at PSHSA to answer client questions
- Product recommendations in the buyer flow
- Recommend X based on cart contents or browsing behavior
- Buying training on behalf of others and link purchase to a business entity (i.e. one or more customers should be able to be tied back to a “parent” account in a one-to-many relationship)
- Buy different training courses for multiple learners in the same cart
- Bulk upload function for larger groups
- Email, First name and Last name
- Ability to promote bundling courses together to get a discount across product offering and coupon discounting
- Promotion types include:
- Buy two courses, get eLearning free
- Buy two courses, get eLearning discounted
- Buy X Get Y Free
- Buy X Save Y%
- Buy X Save Y$
- Save Y%
- Save Y$
- Where X could be one or more courses/SKUs and the promotion could be tied to a coupon code
- Promotion limits (e.g. fixed number of uses or dollars)
- Buyer journey that could end with a quote/invoice rather than a payment
- Conversion of a quote/invoice into a transaction (i.e. the ability to pay for a previously generated invoice to complete the transaction)
UI/UX
- Strategic guidance on wireframes and buy flow based on best practices and current sales data
- Include a scalable solution for strategically important Ministry of Labour (MOL) project features on the website, while minimizing impact on navigation and site complexity/bloat
- Calls to Action (CTA) to support each of the buyer journeys in case human interaction is required to help complete the transaction
- Improve key metrics of traffic on course pages, resources downloaded, and CTA clicks for booking courses, and reduced click-through path for high-value CTAs (resource download, book course)
- Reduction in Cumulative Layout Shift (CLS) errors and an overall CLS site score of 0.1 or less
- Overall guidance and implementation of best practices to optimize web vitals
- Compliance with accessibility guidelines such as the Accessibility for Ontarians with Disabilities Act (AODA) and Web Content Accessibility Guidelines (WCAG), and strategic recommendations for creating a website and user experience that is accessible for all
- Optimized for cross-browser and cross-device functionality for a consistent user experience and optimal performance across all web browsers and devices
- Suggestions and recommendations for use of AMP webpages to reduce page load times
- Implementation of on-page and technical Search Engine Optimization (SEO) best practices, including (but not limited to): page load speed, schema structured data, page URL structure, mobile-friendliness (user experience), page metadata.
- Strategic use of rel=”canonical” tags for duplicate content in cases where same or similar content must exist in multiple places on the website
- Overall recommendations on best practices for UI and UX
Content Management System
- Design of modern looking website using flexible, open-source CMS
- Create various CMS templates for PSHSA to use in the future
- Ability for PSHSA staff to create, modify, or remove pages, with full back-end access for design, and implementation/editing of HTML, CSS, and Javascript
- Ability to install additional plugins to supplement website functionality as needed (e.g. lead management, web forms, chatbot)
- Migrate existing content from our current website
- Options and costs for T&M ongoing website design and web development activities
- Ability to offer “gated” (name, email, etc.) resources downloads for high-value/impact materials, ideally funneled into an automated workflow to promote PSHSA and course registrations
Hosting
- Hosting service offerings, including uptime and support SLAs, inclusions, exclusions, and ongoing costs
- Backups, Disaster Recovery, Recovery Point Objective (RPO), and Recovery Time Objective (RTO)
- Cloud vendor preference if any
- Option to use PSHSA’s existing Microsoft Azure environment for volume discounts
Integrations
- Please describe your approach to building integrations and providing PSHSA with integration capabilities after the implementation of the website.
- Are there any third-party integration platforms that you recommend?
- Experience working with RESTful APIs
- Payment Provider Integration
- Stripe, PayPal, other payment processors
- LMS Integration Capabilities
- TalentLMS, Litmos, and potentially future LMS vendors
- CRM integration capabilities
- CRM platforms you’ve integrated with in the past and any recommendations for a new CRM platform if applicable
- Financial software integration
Reporting and Analytics
- Google Analytics (GA4) setup, configuration, and reporting
- Integration with PowerBI for transactional reporting
- Please describe the capabilities of your real-time website logging, monitoring, and analysis
Security
- Please describe your approach to implement the best practices for security on the website, including implementation of SSL certificate, risk mitigation protecting PSHSA’s website and content, as well as protecting our clients while using the e-commerce capabilities.
- Please describe the logging (granularity, storage, reporting, retrieval) that would be recommended in your implementation.
