Sales Management Software for Cosies Insulation

This presentation introduces the need for an automated sales management software for Cosies Insulation. It discusses the issues faced by the company, the system vision, stakeholder analysis, user stories, and use cases. The software aims to automate sales tracking, generate reports, and improve overall efficiency.

Cosies
Insulation
Sales Management
Software

Introduction & WBS Cosies Insulation – Installs insulation in
homes
 Total 28 members
Sales
Management
Software
Planning and
Analysis
Requirements
analysis
Scope,
schedule,
budget
Resource and
stakeholder
analysis
Risk and
communicatio
n
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 &
Implementatio
n
Implementatio
n 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
Documentatio
n of results
Milestone 1:
Project
Initiation
Document

System Vision
 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
 Automatically record the details
 Track sales
 Generate reports
 Make calls
 Three types of users: call centre member, sales
representative, and manager

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 by the stakeholder group.
High Medium Medium

User Stories
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 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
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.
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.

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.
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.