Introduction Business objective- House Insulation Sale generation-call centre setup and sales team Current issue-lead generation and operation Solution planning-an automated sales software
Work Breakdown Structure
System Vision Statement Purpose-to understand the necessity and benefits of the proposed system Product Overview-an automated sales software To make calls and record all the related information Rationale- data maintained in excel sheet Data lost and misleading data
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Advantages of the Sales Management System Calls can be recorded and marked Sales data will be automatically maintained Call reports will be generated directly Process will be simplified
Stakeholder Analysis StakeholderRoles & ResponsibilityContributionInfluenceCommunication Plan Coesis InsulationBeing the project sponsor, they will be briefed about the process and a business plan will be presented for required funds HighHighWeekly reports about the progress, risks and defects will be shared. The closure report will also be submitted at the end of the project Sales rep and call center Team The end users are expected to submit an expectation and requirement report to the planning team ModerateHighRequirements analysis techniques also known as the elicitation will be used like the interviews, group discussions and surveys Project Control Board They review and control the planning and development of the project ModerateHighWeekly reports about the progress, risks and defects will be shared. Project ManagerOverlook the progress of the team HighMediumDaily reports about the progress, risks and delays Project TeamActual people who will develop the software system HighHighDaily reports about the progress, risks and delays and meetings about the process
Prioritization User Story IDMust (M)Should(S)Could(C )Won't (W) 1X 2X 3X 4X 5X 6X 7X 8X 9X 10X 11X 12X
Key Use Cases Use case IDNameDescription U1Login The actors will be the call center staff, sales representatives, manager and admins who will be able to login to access the different functions of the system U2Make a call The actor will be the call center staff who will be able to make calls using the system U3View Sales Lead The actor will be the Sales Representative who will able to view the ranking of the sales lead value to prioritize the sales activities accordingly U4Close quotation The actor will be the Sales Representative who will able to include specifications and measurements for the quotations and close a sales accordinly U5Generate Report The manager will be the actor and he/she will be able to generate reports, apply filters and track the working of both the sales and the call center staff