Sales Management System for Cosies Insulation

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Cosies Insulation

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Table of content
Introduction......................................................................................................................................3
Work breakdown structure..............................................................................................................3
Vision statement..............................................................................................................................4
System description...........................................................................................................................5
Rationale..........................................................................................................................................5
Advantages of the Sales Management System................................................................................6
Stakeholder Analysis.......................................................................................................................6
Elicitation.........................................................................................................................................7
“As is” process diagram...................................................................................................................8
Product Backlog...............................................................................................................................8
Prioritization..................................................................................................................................10
Key Use cases................................................................................................................................11
Conclusion:....................................................................................................................................13
References:....................................................................................................................................14
Appendix........................................................................................................................................16

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Introduction
For the past three years, Cosies Insulation has been in business where they insulations in houses
of people. For sales generation, they have a call centre consisting of twenty members and a sales
team of eight members. The call centre team and the sales rep team have been facing certain
issues with lead generation documentation and operations. In response to this, the sales team has
decided to come up with an automated sales software that will help the team to maintain accurate
information about the sales calls and create reports regarding them. This will be beneficial for
both sales rep team and the call centre team. This report elucidates different aspects of the
system development including the vision, planning resources, types of stakeholders their roles
and elicitations.
Work breakdown structure
The complete software development can be divided into small components for easier
understanding of the process.

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Vision statement
A vision statement is important to understand the necessity and benefits of the proposed system
and also understand the rationale of the existing system (Binder, 2016)
Sales
Management
Software
Project Brief
Project Charter
Risk plan
Feasibility test
Legal obligation
plans
Project Plan
SWOT analysis
Risk Analysis
Stakeholder
analysis
System
requirements
Business
Requirements
Design and
Coding
Product backlog
Product design
database design
Programning
Unit Testing
Integration
Testing and
implementation
Black box testing
Performance
Testing
Integration
Testing
Implementation
and
Documentation
Software
Deployment User training Documentation
System
Documents
User Manuals
Closure report