CIS8501 Information Systems Project: Sales Support Application Design

This project specification report details the development of a mobile application for an insurance company, specifically designed to support sales representatives. The report includes an executive summary, introduction, and project background, highlighting the need for a sales support application to streamline business processes and improve customer relationship management. It outlines the purpose of the application, which is to increase business efficiency and improve service management. The solution design incorporates mock-ups and wireframes to demonstrate the application's functionality. A detailed project schedule is also provided, outlining the tasks, durations, and dependencies involved in the application's development. The application aims to benefit the organization by reducing response times, improving customer relationships, and providing employees with efficient tools for managing sales and customer information. The report also addresses monetization strategies, feedback mechanisms, and the application's potential to enhance market analysis and responsiveness.

Running head: CIS8501 INFORMATION SYSTEMS PROJECT
CIS8501 Information Systems Project
Name of the Student
Name of the University
Author’s Note

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CIS8501 INFORMATION SYSTEMS PROJECT
Letter of Transmittal
To,
Dr. Stephen Hawking,
[Subject: Development of Sales Support Application for the organization.]
Respected Sir,
The project specification report is prepared for demonstration of the steps that are
needed to be followed for the development of the application. A design of the mobile
interface is created for the demonstration of the functionality and elements that the
application would cover. A project schedule is also developed that helps in identification of
the steps involved in the development of the application. With the development of the
application the sales manager and executives would be benefitted to register their clients and
demonstrate the tariffs and plans available with the organization.
I wish the application would help the company to improve the service operation and customer
relationship management.
Thanking You,
Yours faithfully,
(Student Name)
(Manager of Einstein Technologies)

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CIS8501 INFORMATION SYSTEMS PROJECT
Table of Contents
Introduction................................................................................................................................4
Project background.....................................................................................................................4
Purpose.......................................................................................................................................5
Solution......................................................................................................................................6
Project Schedule.........................................................................................................................9
Conclusion................................................................................................................................12
References................................................................................................................................14

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Executive Summary
The report is prepared for the development of a mobile application for XYZ Insurance
Company who is serving different types of insurances for the users. The development of the
application would help in serving the goals and objectives of the organization buy reaching
more number of users and gaining the competitive position in the market. The public
awareness can be improved and the efficiency and profits of the organizations can be
improved. The report is prepared for describing the needs of the project and its purpose. A
wireframe design is prepared by demonstrating the functionality and usability of the
application. The project schedule is also created for identification of the steps involved for
the development of the project and estimating the duration needed for its completion.

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CIS8501 INFORMATION SYSTEMS PROJECT
Introduction
The project specification is report is prepared for the development of the application
of a health insurance company such that the sales representatives are benefitted to share the
insurance plans and policies with the customer. A mobile application is developed by adding
valuable design and information to the wireframe interfaces and sharing it to the users for
getting feedback about the improvement that can be made in the final project. A research is
done on the needs of the targeted group of user and the organization of aligning the business
rules with the application and get the desirable outcome form the application.
The report is prepared for discussing the background of the project and the purpose of
development of the application. A solution design of the project is presented that shows the
mock-ups and wireframes prepared for the development of the application. A project
schedule is also prepared listing the different activities involved for the project development
and identification of the time frame for the completion of the project.
Project background
An insurance company is selected that is specialized in commercial, personal,
speciality and health insurance. The policies have different range and coverage and have the
requirement for building sales support application to the sales executive needed for the
management of current business process. The application is needed to align the business
process and intended to increase the sales of the insurance policy (Shaheen, Cohen and
Martin 2017). For the development of the project an estimation of the time and cost is needed
to be created for the development of the application. A wireframe prototype is needed to be
created and approved by the users and management team for increasing the usability and
starting the application development (Sarason, Pierce and Sarason 2014). The mobile
platform is needed to be selected for designing the application. The aims and objectives of the

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CIS8501 INFORMATION SYSTEMS PROJECT
application is also needed to be understood such that optimal choice is essential and the
functionality is needed to be created in modules such that it can be connected with the back
end for increasing the efficiency of the application.
The functionality of the application and its purpose is needed to be identified defining
the content of the application and getting desired feedback from the users. The access of the
information for the application is needed to be provided to the employees and they are needed
to be divided into different groups such that the sensitive information are kept safe (Jones and
Moffitt 2016). The approval of the project design is necessary for starting the development of
the application. The application should have all the information about the selling policy such
that sales agent are aware of the policy and they can convey it to the customer for eliminating
the risk of miscommunication and thus improve the customer relation and loyalty. For the
development of the application the targeted group of user is needed to be identified such that
the interface of the application is aligned with the user needs (Al Ayubi et al. 2016). The
project background is needed to be identified such that sufficient information is available for
the development of the application. Awareness is needed to be increased and the application
should also suggest the best policy suited for the customer on inputting the customer
information.
Purpose
The main purpose for development of the application is to increase the efficiency of
business management and deploy service and management for streamlining the promotion
and sales of the insurance policy. The policy that is available with the organization is needed
to be available in the database with all the details such that it can be fetched by the sales
representatives for displaying it and sharing it with the customers (Laurence et al. 2019).
Prior starting the project development the ideas is need to be discussed with the team

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CIS8501 INFORMATION SYSTEMS PROJECT
members and time frames is need to be developed for segmentation of the development and
identification of the time frame (Sukale, Koval and Voida 2014). A prototype is needed to be
developed and shared with the users such that the user needs is verified and the errors in the
project is identified and results in improving the quality of the application. The targeted user
of the application is needed to be defined for identifying the potential of the application and
identifying the devices that are needed to be supported by the application (Zhang et al. 2017).
The application is also needed to support the banners and adds and highlight the best-selling
application for pushing it to the user for increasing the consumption.
The application is also needed to support other peripheral devices such as biometric
scanner for getting the finger print of the customer and verification of the policy and signing
agreement with the customer such that onsite support is improved. The application is also
needed to support referral and focus on the recent trend for providing discount on the less
popular policies such that more number of users are attracted and the customer relationship
can be improved (Lopez 2016). Storage option is essential for storing the customer
verification document and thus the application helps in uploading the scanned copy of the
customer document n the organisational server. More number of customers can be handled at
a time and the customer accounts can be opened from the application for providing better
flexibility and management of customer.
Solution
For the development of the mobile application a mock ups of the design is prepared
and attached with the report that would help the development team to understand the
functionality of the application develop the functional modules according to the requirement.
For the development of the application a mobile application development platform is needed
to be selected for rapidly building and testing the application for tablets and smartphone

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(Nitze 2015). The application can be developed by the organization itself or a third party
vendor can be engaged for including the backend services and with the front end for
deploying the application. For starting the development different factors such as selection of
cloud based or on premises services is important. A cross platform development can also be
used such that the application developed is compatible with multiple operating system. The
following are the wireframe designs that are created for the project and used as a prototype of
understanding the needs of the user and manages the changes for the development of the
application (Lagerstrom et al. 2014). A requirement of the application is needed to be
discussed with the stakeholders such that all the features and functionality can be included in
the application and improve the performance of the application. The monetization strategy for
the deployment of the application is needed to be discussed and a simplicity is needed to be
maintained for the design of the interface such that the usability is improved (Kobylinski et
al. 2014). A feedback mechanism is needed to be added such that continuous improvement
can be enforced and the look and feel of the application is made attractive.

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CIS8501 INFORMATION SYSTEMS PROJECT
The application is targeted to benefit the organization by reducing the response time
and improving the relationship with the customer. It also helps in reducing the data
redundancy and time needed by the employees to search for the best plan according to the
requirement of the customer. The deployment of the application would help in smoothening
the business operation and combined with the functionality of different modules to perform
different operation from a single interface (He and Da Xu 2014). The application would also
help the organization to analyse the opportunity in the market and respond accordingly to
address the shifts in the market trend and the issues faced by the sales executives while
selling the policies.
Project Schedule
Task Name Duration Start Finish Predecessors

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Development of sales support
application
29 days
Fri 29-03-
19
Wed 08-05-
19
Idea of the Application 7 days Fri 29-03-19
Mon 08-04-
19
Evaluation of the idea 1 day Fri 29-03-19 Fri 29-03-19
Business planning 2 days
Mon 01-04-
19
Tue 02-04-19 2
Evaluation of the Market 2 days
Wed 03-04-
19
Thu 04-04-19 2,3
Development of the market strategy 2 days Fri 05-04-19
Mon 08-04-
19
3,4
Implementation of the market
strategy
9 days
Tue 09-04-
19
Fri 19-04-19
testing and feasibility study of the
market
1 day
Tue 09-04-
19
Tue 09-04-19 5
Coding 5 days
Wed 10-04-
19
Tue 16-04-19 7
Building the wireframe of the
application
4 days
Wed 10-04-
19
Mon 15-04-
19
7
Designing of the user interface 8 days
Wed 10-04-
19
Fri 19-04-19 7
Experiencing the user design 3 days Wed 10-04- Fri 12-04-19 7

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19
Development of the user interface 2 days
Mon 15-04-
19
Tue 16-04-19 11
Development of the low fidelity
prototype
2 days
Wed 17-04-
19
Thu 18-04-
19
Testing of the prototype 2 days
Wed 17-04-
19
Thu 18-04-19 8
Debugging 2 days
Wed 17-04-
19
Thu 18-04-19 8
Development of the showcase 4 days Fri 19-04-19
Wed 24-04-
19
Showcase prototype to the client 2 days Fri 19-04-19
Mon 22-04-
19
15
Front-end development 1 day
Tue 23-04-
19
Tue 23-04-19 17
Backend development 1 day
Wed 24-04-
19
Wed 24-04-
19
18
Creation of the test script 1 day
Tue 23-04-
19
Tue 23-04-19 17,14
Execution of the test script 14 days
Wed 17-04-
19
Mon 06-05-
19
Debugging the issues 5 days Wed 24-04- Tue 30-04-19 20