Cosies Insulation Report

This report discusses the issues faced by Cosies Insulation, a company that specializes in installation of insulation in homes. It highlights the need for an automated sales management software to track sales, generate reports, and improve overall business operations. The report also includes a work breakdown structure, system vision statement, stakeholder analysis, and key use cases.

Cosies Insulation
Report
3/28/2019

Cosies Insulation
Table of Contents
Introduction...........................................................................................................................................2
Work Breakdown Structure...................................................................................................................2
System Vision Statement.......................................................................................................................3
Purpose..............................................................................................................................................3
Product Overview..............................................................................................................................3
Rationale............................................................................................................................................3
Benefits.............................................................................................................................................3
Stakeholder Analysis.............................................................................................................................3
Elicitation..............................................................................................................................................5
As-Is Process Flow Diagram.................................................................................................................5
Product Backlog....................................................................................................................................5
Prioritization......................................................................................................................................6
Key Use Cases.......................................................................................................................................7
References.............................................................................................................................................9
Appendix.............................................................................................................................................10
Project Journal.................................................................................................................................10
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Cosies Insulation
Introduction
The report is written for the organization as Cosies Insulation. The company works in the
area of installation of insulation in homes and was set up three years back. There are a total of
28 employees in the organization comprising of 20 call centre and eight sales staff members.
The issues of data mishandling, inability to track sales, etc. have cropped up for the company.
The need for an automated sales management software has emerged to automatically record
the details, track sales, generate reports, make calls, and likewise.
Work Breakdown Structure
2
Sales
Management
Software
Planning and
Analysis
Requirements
analysis
Scope, schedule,
budget
Resource and
stakeholder
analysis
Risk and
communication
management
Quality Planning
Milestone 2:
Project Plan
Execution
Creation of the
Product Backlog
System
Architecture
Creation of user
stories
Source code
development
Milestone 3:
Developed
system
Control and
Closure
Testing &
Implementation
Implementation
of the changes
Audits and
reviews
Performance
evaluation
Go-live
Closure report
Milestone 4:
Closure Report
Kickstart (Project
Start-up)
Business case
analysis
Feasibility
determination
Documentation
of results
Milestone 1:
Project Initiation
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Cosies Insulation
System Vision Statement
Purpose
The purpose of the system vision statement is to communicate the project rationale and
background to all the resources and the stakeholders so that an understanding on the project is
formed.
Product Overview
The issues of data mishandling, inability to track sales, etc. have cropped up for the company.
The need for an automated sales management software has emerged to automatically record
the details, track sales, generate reports, make calls, and likewise. The system will be
developed for three types of users as call centre member, sales representative, and manager
(Schmitz and Ganesan, 2014).
The functional specifications will be included in the system and there will be increased
attention paid to the non-functional specifications as well.
Rationale
There is a lot of competition in the industries in the present times. It has become necessary
for the business firms to provide innovative services and solutions to the customers to
maintain a competitive edge in the market. Cosies Insulation is also required to reflect the
same in its business processes and the current set of issues in the organization can be
overcome with the deployment of an automated information system (Zampetakis, 2014). The
system will intelligently and accurately manage the information sets and the organization will
be able to engage its customers.
Benefits
The implementation of an automated system in the organization will provide the organization
with technical and competitive edge in the market. It will become possible to manage and
track the sales data and offer the customers with their desired services and products. The
customer loyalty will be earned in return and the company will also be able to attract new
customers. The employees will also succeed in carrying out the streamlined business
operations leading to a positive impact on their engagement levels with the organization
(Sharma, 2007).
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Cosies Insulation
Stakeholder Analysis
Stakeholder Role Contribution Influence Interest
Sponsor –
Cosies
Insulation
The sponsor will hand over the
business case describing the
project overview and
justification. The necessary
funds for the project will also be
provided by the stakeholder.
Medium High High
System Users The project team will interact
with the stakeholder group to
investigate on their expectations
on the system. The project
specifications will be designed
accordingly. The users will also
provide their feedback on the
system developed (Fernandez
and Thams, 2019).
Medium High High
Client of
Cosies
Insulation
The stakeholder group will
provide their feedback on the
services and products offered by
Cosies Insulation after the
implementation of the
automated system.
Low Medium Medium
Vendors The design, development, and
deployment activities will
require certain tools and
equipment. The vendor groups
will provide these tools and
equipment to the company
Medium Low Low
Project
Manager &
Team
The management and execution
of the project to design and
deploy the automated system for
the company will be performed
High Medium Medium
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Cosies Insulation
by the stakeholder group.
Elicitation
The requirements and specifications of the system will be developed on the basis of the data
sets that will be collected. These data sets will be collected from the stakeholder groups
through a number of elicitation techniques.
Interviews will be organized and conducted with the stakeholders as the Project Sponsor,
End-Users, and the Clients. The motive of these interviews will be to gain the perspective of
each stakeholder type and understand their respective expectations from the system. The
expectation of the sales representative will vary from the manager and likewise (Paradis et
al., 2016). The use of observations will be done to understand the current flow of activities,
the gaps present in the current system, and the areas of improvement. There will also be
group discussions conducted with the stakeholders to gain the perspective. The use of
questionnaires will be done to capture the data and information on different requirement
areas.
AS-IS diagram
Product Backlog
User
Story ID
Requirement
1 As a Sales Reps, I would like the system to allow me to securely login through
the home screen so that I may utilize the functionalities and features
implemented.
2 As a Sales Reps, I would like the system to allow me to view the ranking of the
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Cosies Insulation
sales so that I may plan and execute the sales operations accordingly.
3 As a Sales Reps, I would like the system to allow me to access the sales
information and data on my mobile device so that I may remain available for the
clients at all times.
4 As a Sales Reps, I would like the system to allow me to access the sales
information and data on my mobile device and apply filters and view
geolocation markings so that I may remain target the customer groups
accordingly (Lucassen et al., 2016).
5 As a Sales Reps, I would like the system to allow me to enter the measurement
details of the insulation so that I may receive the quotations and
close/track/redirect sales on the basis of the same.
6 As a Call Centre Reps, I would like the system to allow me to securely login
through the home screen so that I may utilize the functionalities and features
implemented.
7 As a Call Centre Reps, I would like the system to allow me to make calls using
the call module of the system so that I may cover maximum number of clients
and do not miss out on any client.
8 As a Call Centre Reps, I would like the system to allow me to store and view the
phone script and call history associated with each client so that I may plan
further interactions accordingly (Hudda, Mahajan and Chopra, 2016).
9 As a Manager, I would like the system to allow me to securely login through the
home screen so that I may utilize the functionalities and features implemented.
10 As a Manager, I would like the system to allow me to apply filters and generate
automated reports so that I may track the sales data and information.
Prioritization
User Story ID Must Have (M) Should Have
(S)
Could Have (S) Won’t Have
(W)
1 X
2 X
3 X
4 X
5 X
6 X
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Cosies Insulation
7 X
8 X
9 X
10 X
Key Use Cases
Use Case ID Name Description
UC1 Login The system is being developed for three types of
users as sales reps, call centre reps, and manager.
These three along with the system will be the
actors in this use case and the three types of the
users shall be provided with login credentials to
securely log in to the system.
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Cosies Insulation
UC2 Sales Rank The sales reps shall be able to view the sales rank
to prioritize the sales activities accordingly. The
system shall show the sales rank and the sales lead
to the user (Hoffmann et al., 2009).
UC3 Make Calls The call centre reps and the sales management
system will be the two actors involved in the use
case. The user shall be given the ability to make
calls to the clients of the company using the
automated system.
UC4 Store and View
Phone Script
The call centre reps and the sales management
system will be the two actors involved in the use
case. The user shall be given the ability to store
and view the phone script for each client using the
system.
UC5 Generate Report The manager and the sales management system
will be the two actors involved in the use case. The
user shall be given the ability to apply filters and
generate automated reports using the system.
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Cosies Insulation
References
Fernandez, W. and Thams, Y. (2019). Board diversity and stakeholder management: the
moderating impact of boards’ learning environment. The Learning Organization, 26(2),
pp.160-175.
Hoffmann, V., Lichter, H., Nyben, A. and Walter, A. (2009). Towards the Integration of
UML- and textual Use Case Modeling. The Journal of Object Technology, 8(3), p.85.
Hudda, S., Mahajan, R. and Chopra, S. (2016). Prioritization of User-Stories in Agile
Environment. Indian Journal of Science and Technology, 9(45).
Lucassen, G., Dalpiaz, F., Werf, J. and Brinkkemper, S. (2016). The Use and Effectiveness of
User Stories in Practice. Requirements Engineering: Foundation for Software Quality,
pp.205-222.
Paradis, E., O'Brien, B., Nimmon, L., Bandiera, G. and Martimianakis, M. (2016). Design:
Selection of Data Collection Methods. Journal of Graduate Medical Education, 8(2), pp.263-
264.
Schmitz, C. and Ganesan, S. (2014). Managing Customer and Organizational Complexity in
Sales Organizations. Journal of Marketing, 78(6), pp.59-77.
Sharma, A. (2007). The shift in sales organizations in businessâ€toâ€business services
markets. Journal of Services Marketing, 21(5), pp.326-333.
Zampetakis, L. (2014). Sales force management practices in organizations with a supportive
climate towards creativity. Journal of Strategic Marketing, 22(1), pp.59-72.
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Cosies Insulation
Appendix
Project Journal
Number Date Activity Explanation Status
1 First week
of the
project
Kick-start of the
project
The project was kick started in
this week as the business case
was received from the project
client
The activities
were
successfully
completed and
no issues came
up
2 Second
week of
the
project
Analysis of
feasibility
The system feasibility in the
areas of technical, operational,
economic was determined.
The activities
were
successfully
completed and
no issues came
up
3 Third
week of
the
project
Planning &
Estimations
The different areas of project
were planned in this week.
The activities
are yet to be
carried out.
4 Fourth
week of
the
project
UI/UI Aspects The responsive web design
methodology was used to
design the system.
The activities
are currently
pending and will
be executed.
5 Fifth
week of
the
project
System
Development
The development of the system
using agile methodology of
system development was taken
up.
The activities
are currently
pending and will
be executed.
6 Sixth
week of
the
project
Testing &
Implementation
The testing activities,
management of the changes,
and audits were conducted in
this week.
The activities
are currently
pending and will
be executed.
7 Seventh Closure The execution of the closure The activities
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Cosies Insulation
week of
the
project
processes was done in the
week.
are currently
pending and will
be executed.
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