Personal Finance Tax Optimization for Springboard's UI/UX Course

We are aiming to help people optimize their tax liabilities through better personal finance planning. By having a Tax Strategy for your life, including a Retirement Plan our clients will be able to better save for a child’s education fund or for their own retirement. We see success as making Tax Strategies Easier to Understand for Consumers by delivering a UI Design with phenomenal UX integrated into our existing Savi Finance Platform: https://forecasting.financesavi.com/ . We have developers ready on standby to help prototype ideas or implement the final solution based on the team’s direction.

Infrastructure Systems Dev Ops CI/CD Role

The main goal for the project is to implement and manage the infrastructure systems for Savi Finance's Personal Finance Planning SaaS Web Application and companion Mobile App. This includes setting up and maintaining the development operations (Dev Ops) and continuous integration/continuous deployment (CI/CD) processes to ensure efficient and reliable software delivery.

Launch Marketing Email Campaign for Savi Finance

Savi Finance, a fintech startup, is preparing for its upcoming product launch and requires a comprehensive email marketing campaign to effectively reach its target audience. The goal of this project is to create a series of engaging and informative marketing emails, along with accompanying visual assets, to generate interest and drive user sign-ups. The project will involve understanding the brand's voice, identifying key messaging points, and designing visually appealing email templates. This initiative will help Savi Finance build a strong initial user base and establish a solid foundation for future marketing efforts. Key tasks include: - Researching and defining the target audience. - Crafting compelling email copy that aligns with Savi Finance's brand voice. - Designing visually appealing email templates and graphics. - Setting up and testing the email campaign using an email marketing platform. - Analyzing and reporting on the campaign's performance.

Personal Finance Tax Optimization for Springboard's UI/UX Course

We are aiming to help people optimize their tax liabilities through better personal finance planning. By having a Tax Strategy for your life, including a Retirement Plan our clients will be able to better save for a child’s education fund or for their own retirement. We see success as making Tax Strategies Easier to Understand for Consumers by delivering a UI Design with phenomenal UX integrated into our existing Savi Finance Platform: https://forecasting.financesavi.com/ . We have developers ready on standby to help prototype ideas or implement the final solution based on the team’s direction.

Personal Finance Planning Optimization for Savi Finance's Full Stack Application

Savi Finance aims to enhance its full stack application to better support users in achieving their budgeting goals. The current application, while functional, has areas that could be optimized for improved user experience and performance. The project involves analyzing the existing application, identifying bottlenecks or inefficiencies, and implementing solutions to streamline both the front-end and back-end components. The goal is to make the application more intuitive, responsive, and efficient, thereby helping users manage their finances more effectively. This project will allow learners to apply their knowledge of full stack development, including front-end frameworks, back-end services, and database management, to a real-world scenario.

Transaction Return Reminder System

The goal of this project is to build a reminder system for transactions that will help users to not miss the return date for any transaction. This will involve several different steps for the students, including: - Developing a reminder system software that can be integrated with Savi Finance's existing software. - Designing a user interface for the reminder system that is intuitive and easy to use. - Testing the software to ensure that it is functioning properly and that all features are working as expected. - Optimizing the software runtime performance and assessing areas for improvement. - Researching other variables that can improve the functionality of the reminder system.

Personal Finance Planning Social Media Marketing Campaign

Savi Finance is a Personal Finance Planning SaaS Web Application with a companion Mobile App that helps people build life plans without the need for a financial advisor by democratizing advanced financial concepts in a visually appealing way all while maintaining plan privacy. With built-in collaboration with friends and family, AI algorithms to generate life plans in a few seconds, broader picture planning to help plan for the long term, and real-time insights from the economy and users in similar demographics, we feel that Savi Finance is the best way to plan and take control of your financial life. We hope to revamp our social media marketing to attract more customers. We would like to work with students to design a new social media marketing campaign for our company. This will involve several different steps for the students, including: Familiarizing themselves with our company’s products, social media campaign goals and target market. Identifying social media channels and strategies suitable for our company. Planning types of campaign content to create for each channel. Identifying metrics to monitor throughout the campaign. Creating a social media content calendar that outlines important steps in the campaign. Bonus steps in the process would also include: Recommending social media management tools to schedule our content.

Email Marketing Launch SequenceCampaign

Savi Finance is a Personal Finance Planning SaaS Web Application with a companion Mobile App that helps people build life plans without the need for a financial advisor by democratizing advanced financial concepts in a visually appealing way all while maintaining plan privacy. Project Objectives Generate Awareness: Create awareness about the financial planning SaaS web application among the target audience. Drive User Acquisition: Encourage users to sign up and start using the application. Educate Users: Provide valuable information about the application's features and benefits. Establish Brand Authority: Position the web application as a trusted source for financial planning. Scope The email marketing campaign will include a series of emails designed to engage and inform the target audience. The campaign will run for [X Days] and will consist of a sequence of [Y Number] emails. Audience The target audience for this campaign includes individuals interested in financial planning, including but not limited to: Individuals seeking to manage their finances. Email Campaign Strategy The email campaign will follow a launch sequence strategy, consisting of the following phases: Teaser: Send a teaser email to subscribers announcing the upcoming launch and building anticipation. Launch: On the day of the launch, send an email with a strong call-to-action (CTA) to sign up for the application. Feature Highlights: Send a series of emails highlighting key features and benefits of the application. Educational Content: Provide educational content related to financial planning in subsequent emails. Feedback Request: After [number] days, send an email requesting feedback from users who have signed up. Follow-up and Onboarding: Continue to engage users with relevant content and support for successful onboarding. Email Content Each email in the campaign will include: Engaging subject lines. Clear and concise content. Attractive visuals and graphics. Strong and relevant CTAs. Links to the web application sign-up page. Contact information for support and inquiries. Resources The following resources are required for the successful execution of the email marketing campaign: Email Marketing Platform. Creative Design and Copywriting. Email List Segmentation. Analytics and Tracking Tools. Customer Support for Inquiries. Feedback Management System. Metrics and Success Criteria Key performance indicators (KPIs) for this campaign include: Open rates. Click-through rates. Conversion rates (sign-ups). User feedback. Customer satisfaction. Once approved, this document will serve as the guiding reference for the Email Marketing Launch Sequence Campaign for the Financial Planning SaaS Web Application.

Life Plan Calendar

Problem: In today’s Personal Calendar solutions, there is no way to view visually your plans across months (Summer Plans), or years (Christmas Planning) without additional UX steps. Ironically enough, content calendars for Businesses that are expensive allow this broader view as social media planning takes place across the year.  We would like to develop in conjunction with internal designers a Calendar View that will support all these use cases in a natural human format, similar to what Figma has done for design we will do for life planning calendar view. Extensions of this project include integrating APIs of natural language parsers and OpenAI’s API for automatically filling in details of vacation plans including the budget cost which is a critical component of the overall application this solution will be developed on.

Centro's Collaborative Finance | Springboard | UI/UX Design Project

What is the problem your company is trying to solve by having this work done? What are your criteria for success? Our Company Centro, is helping manage & centralize personal finance planning that typically is done with a personal finance advisor. We allow users to build a personal finance plan without spending thousands of dollars and sharing personal life plans with others. In this project, we aim to solve the problem around Collaborating in real time over personal finance planning over the web. We take a visual approach to personal financial planning and leverage many real-time collaboration design principles from Figma itself. Our ideal goal would be that we end up with a strong foundation for personal finance collaboration on top of an existing networth / cashflow graph as seen on our website forecasting.getcentro.com (Beta)

Personal Finance Industry Analysis

What future actions will promote the Personal Finance Management Industry to make it more attractive for investment? What future actions or innovations will overcome the obstacles to the industry’s growth? What headwinds may be introduced that could throttle the industry's growth or lead to consolidation? Our company operates in between the Personal Finance Planning and Budgeting Space. We believe we know a lot about our consumers and target consumer base, but we need to look forward at how the industry will evolve with the introduction of generative AI and other finTech solutions being released. We want to collaborate with students to identify key market trends and assist in our go-forward plans. This will involve several different steps for the students, including: Familiarizing themselves with our products, target market, and industry. Analyzing growth trends, stagnation patterns and decline analytics. Identifying areas of promising innovation and areas that are slowing down. Bonus steps in the process would also include the following: Recommending strategies to position our company best.

Reconciliation & Statements

Our fiscal year has just been completed, and we are using both Quickbooks and Wave to manage our finances. We are looking for a student team to help us create: Production of a Balance Sheet Production of an Income Statement Review of transactions credits and debits categorization

Personal Finance Design (UI & UX)

In this project, we are going to design an application for users to track and manage their finances in a collaborative form such as within Friends or Family Contexts. This project will push the edges of design within the financial space and introduce multi-player or multi-scenario contexts to a person's financial plan. Through the integration of Budgeting, Forecasting, and Accessibility we aim to help consumers make a strong financial plan even for those who don't invest! This opportunity will translate into the final product and will be treated as a professional engagement with mentorship opportunities throughout.

Personal Finance Forecasting Engine Prototype

Our organization has both a web and mobile product that allows consumers to track and manage their finances. One of our core products is the ability to provide forecasting on your future earnings and predict potential expenses. We would like a group of students to design and build a prototype Personal Finance Forecasting Engine that we can potentially integrate into the product to help consumers avoid debt traps and have peace of mind around their finances, today and tomorrow. These recommendations could encompass: We see you live in San Fransico, the Average Home Price is currently X, we project it to grow to Y, assuming by the % of people that move into a house Z meters from where they live, you will need TOTAL to be able to live the life you statistical want. We observed that you have logged a transaction relating to a Purchase of a new home, these items are commonly purchased when a new home is purchased, here is the expected expenses list that you might encounter soon.

Social Budgeting Application

In this project, we are going to design an application for users who are interested in building a financially secured future. Budgeting application helps us to make a secure life by providing a tool to learn how to balance our income and expenditures and also make better financial decisions. This opportunity is useful for students who have desire to learn about Application Development and Budgeting Techniques. There is a chance to implement whatever they have gained during their studies in the real workplace.

Personal Finance Application

In this project, we are going to design an application for users who are interested in building a financially secured future. Budgeting application helps us to make a secure life by providing a tool to learn how to balance our income and expenditures and also make better financial decisions. This opportunity is useful for students who have desire to learn about Application Development and Budgeting Techniques. There is a chance to implement whatever they have gained during their studies in the real workplace.

VUI & Visualization Ordering System

We would like you to develop an ordering system for our system with the following capabilities: Interact with a Kiosk / Tablet through Voice, to place your order, add/edit/remove items from your cart. Recommended Technologies: React.js / TypeScript / Styled-Components Optional Technologies: GRAPHQL Required Experience: Basic HTML, CSS & Javascript Knowledge Nice to Have Experience: Knowledge of REST APIs (POST /?GET) or GRAPHQL APIs (Query / Mutations)

UI / UX Design

Positions available: 8 (team of 4) Our organization needs some branding and graphic design help! We are looking for teams that can help amplify what makes us unique and create better messaging for our brand. This would include identifying areas of improvement and developing a plan for better promotion and brand awareness. This project may combine research, data analysis, graphic design w/ Figma, prototyping, one-page creations, and more! We believe this project will require: A Design System Using Figma to design prototypes that can be implemented into our marketing collateral We will give you access to organizational assets to support this project such as personnel, website analytics, sales and brand collateral, and more. We can also suggest names of competitors and comparators to research. We will plan to communicate with our virtual intern using these communication tools: Slack, Tandem, Jira, Confluence Student's primary contact : Ralph, CEO

CheaprEats Website Development

Positions available: 8(team of 4) We would like to improve our current website (www.cheapreats.com) for our organization. . We would like to work with students to develop a new website for us while we train them on the modern technology stack. We don't mind training students who only fulfil the required or recommended needs with new technology all we ask is that you have a learning mindset and great time management skills! Students Skills Summary JavaScript, HTML, CSS | Required Markdown, React, Styled-Components | Recommended Gatsby | Plus We will conduct 1 on 1 feedback sessions with the student for both developmental and professional training! We will plan to communicate using these communication tools: Slack, Jira, Confluence Student's primary contact : Ralph, CEO

Table Management Desktop Systems (Virtual Internship Opportunity)

Project Details (Tags) Engineering Computer Science & Development Information Technology About the Company We are a Toronto-based startup that aims to make the cross-interaction between customers and vendors more streamlined. Targeted towards post-secondary students on the consumer side, the CheaprEats platform allows users to place food orders on the go, pick up in store while avoiding long lines, and receive discounts by connecting their network. On the vendor side, CheaprEats provides state-of-the-art restaurant software that helps restaurants to better manage and grow their business. Project Scope Our organization is able to offer a virtual internship opportunity for (x number of/x team(s) of) students/interns. The project will be about developing table management desktop systems. Students will design and implement a front-end and back-end desktop application for vendors which can be used to map tables inside a restaurant. Restaurants should be able to map out their store layout, including the layout of their tables as well as seating arrangements depending on the seat count needed. The functions of this system include but are not limited to: Ability to create tables with their type and capacity Ability to name the tables or use table numbers as identifiers Ability to rearrange, add, remove, or otherwise alter the table layout Ability to show available or occupied tables Ability to show advanced ticket operations including splitting and merging Ability to optimize seating arrangements and to allocate by party size This will give students the opportunity to practice and apply the knowledge they have gained in class to create a real-world web application or website. They will receive guidance and feedback throughout the process in order to improve upon their skills. The primary focus for the student will be: Software architecture development Application development Researching comparables Receiving feedback on their work and iterating accordingly Working in a multidisciplinary team include management, engineers, and other interns Our goal at the end of this experience is: A tested prototype of this table management desktop system that the company can finalize for deployment to vendors A short brief with user instructions for vendors using the application Other duties the student may complete could include: We will plan to communicate with our virtual intern using these communication tools: Slack Email Jira Confluence Tandem - Virtual Office Tool Contact Primary - Ralph Maamari (ralph@cheapreats.com)

Virtual Internship Opportunity: Computer Science

The primary focus for the student will be: Website Development - Conducting a needs analysis to determine which platform is most suitable for our website; creating a design proposal including mock-ups, budget, and timeline; building a fully-functioning website for our organization. Application Development - Selecting the best technologies for creating the application or feature (i.e. a real-time chat function); creating a fully-functioning application. Software Architecture Development - Architecting the software of a new product; improving the architecture of an existing system; porting an architecture of one system into another . Software Evaluation (e.g. new CRM) - Conducting a needs analysis; researching available options; evaluating the options within the context of our organization's budget, immediate needs, and projected needs. Application Programming Interfaces - Redesigning an existing API to simplify it; changing API technologies; designing a new API; creating or updating public-facing documentation. Software Lifecycle Analysis - Improving our existing software development lifecycle methodologies; determining if we should use a waterfall approach or an agile approach; researching tools for continuous delivery or integration. Open Source Software Management - Researching potential open source tools for our organization’s use; contributing to open source projects through bug fixing or feature implementation. Our goal at the end of this experience is: Website Development - For the student(s) to complete a fully functioning website. Application Development - For the student(s) to create a fully functioning application. Software Architecture Development - For the student(s) to provide a solution to our architecture issue to ensure optimal performance and sustainability. Software Evaluation (e.g. new CRM) - For the student(s) to help us choose the most ideal software to invest in based on our user and/or organizational needs. Machine Learning Software Solution - For the student(s) to help us develop effective machine learning solutions that improve our customers' experience each time they interact with our brand. Real-Time Data Visualization - For the student(s) to help us devise and implement a data visualization system to help our organization derive insights to inform decision-making. Software Lifecycle Analysis - For the student(s) to help us optimize our software development systems and procedures. Open Source Software Management - For the student(s) to help us develop a set of tools we can implement in a new product build. Other duties the student may complete could include : (indicate other duties as exemplified below) Software vendor research and evaluation Assisting with other process improvement projects Unit and integration testing Responding to IT/Service Desk requests We will plan to communicate with our virtual intern using these communication tools: Slack, Tandem, Jira, Confluence Student's primary contact : Ralph, CEO Secondary contact: Prisa, HR Lead

Virtual Internship Opportunity: Computer Science

The primary focus for the student will be:  Website Development  - Conducting a needs analysis to determine which platform is most suitable for our website; creating a design proposal including mock-ups, budget, and timeline; building a fully-functioning website for our organization. Application Development - Selecting the best technologies for creating the application or feature (i.e. a real-time chat function); creating a fully-functioning application. Software Architecture Development  - Architecting the software of a new product; improving the architecture of an existing system; porting an architecture of one system into another . Software Evaluation (e.g. new CRM) - Conducting a needs analysis; researching available options; evaluating the options within the context of our organization's budget, immediate needs, and projected needs. Application Programming Interfaces  - Redesigning an existing API to simplify it; changing API technologies; designing a new API; creating or updating public-facing documentation. Software Lifecycle Analysis  - Improving our existing software development lifecycle methodologies; determining if we should use a waterfall approach or an agile approach; researching tools for continuous delivery or integration. Open Source Software Management  - Researching potential open source tools for our organization’s use; contributing to open source projects through bug fixing or feature implementation. Our goal at the end of this experience is:   Website Development  - For the student(s) to complete a fully functioning website. Application Development - For the student(s) to create a fully functioning application. Software Architecture Development  - For the student(s) to provide a solution to our architecture issue to ensure optimal performance and sustainability. Software Evaluation (e.g. new CRM) - For the student(s) to help us choose the most ideal software to invest in based on our user and/or organizational needs. Machine Learning Software Solution  - For the student(s) to help us develop effective machine learning solutions that improve our customers' experience each time they interact with our brand. Real-Time Data Visualization  - For the student(s) to help us devise and implement a data visualization system to help our organization derive insights to inform decision-making. Software Lifecycle Analysis  - For the student(s) to help us optimize our software development systems and procedures. Open Source Software Management  - For the student(s) to help us develop a set of tools we can implement in a new product build. Other duties the student may complete could include : (indicate other duties as exemplified below) Software vendor research and evaluation Assisting with other process improvement projects Unit and integration testing Responding to IT/Service Desk requests We will plan to communicate with our virtual intern using these communication tools:  Slack, Tandem, Jira, Confluence Student's primary contact : Ralph, CEO Secondary contact: Prisa, HR Lead