Cosies Insulation.

Cosies
Insulation

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

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
Stakeholder Roles & Responsibility Contribution Influence Communication Plan
Coesis Insulation Being the project sponsor, they
will be briefed about the process
and a business plan will be
presented for required funds
High High Weekly 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
Moderate High Requirements 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
Moderate High Weekly reports about the
progress, risks and defects
will be shared.
Project Manager Overlook the progress of the
team
High Medium Daily reports about the
progress, risks and delays
Project Team Actual people who will develop
the software system
High High Daily reports about the
progress, risks and delays
and meetings about the
process

Elicitation
Interview
Group discussions
Brainstorming Sessions
Surveys

Prioritization
User Story ID Must (M) Should(S) Could(C ) Won't (W)
1 X
2 X
3 X
4 X
5 X
6 X
7 X
8 X
9 X
10 X
11 X
12 X

Key Use Cases
Use case ID Name Description
U1 Login
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
U2 Make a call
The actor will be the call center staff who will be
able to make calls using the system
U3 View 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
U4 Close quotation
The actor will be the Sales Representative who
will able to include specifications and
measurements for the quotations and close a
sales accordinly
U5 Generate 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