Intranet application for incoming orders A project roadmap 18/04/2015 Table of Contents 2 of 12 A project roadmap 1 Table of Contents 2 Project Overview Problem description The proposed solution Target audience What determines success and failure 3 3 3 3 3 Stakeholders Project Manager Customer Service team IT department 4 4 4 4 Roles and use cases Managers/Project Manager Customer Service team IT department 5 5 6 7 User Interface Mockups 8 Appendix 11 © 2015 SIA “Novo IT” Project Overview Problem description Haynes Research Services Ltd. is a custom research institution used by thousands of clients worldwide. The company offers custom market research services via a heavily customised order form on their website. Currently all orders come in via email and have to be processed manually. Processing involves: 1. 2. 3. 4. 5. 6. Storing order details in Excel Contacting client to request further details Finding the most relevant researcher for the order Assigning him/her to the case Keeping the client updated Sending the final research to the client • System should support a number of states that can be assigned to each order • Comments can be left on each order • Old orders can be archived Target audience The intranet will be used by all company employees, but most of all the managers and customer service staff. Project Budget: $50,000 Deadline: 13/10/2015 Main problems faced at the moment: What determines success and failure • Emails get lost, making it impossible to deal with the order • Excel worksheet huge and difficult to share across the team In a successful scenario, time is saved for internal employees as they no longer have to rely on incoming users and can instead use the intranet website to view and manage incoming orders. The proposed solution If the website does not work or if it does not save any time for internal employees, the project cannot be considered successful. An browser based intranet application needs to be built with the following requirements: • Membership system and a login page for existing users • Order view, where orders coming in from the order form are shown • Clicking on the order brings up the order details view All rights reserved 3 of 12 Stakeholders Project Manager IT department Will review and accept the final intranet site. Also represents the Manager users. Responsible for maintaining and improving the final website. Contact: Betty Fardrough Contact: Benjamin Medworth Email: [email protected] Email: [email protected] Phone No: 123 456 789 Phone No: 123 456 788 Customer Service team Main day to day users of the website. The intranet needs to fit into their workflow and assist it as much as possible. Contact: Laura Watson Email: [email protected] Phone No: 234 567 890 4 of 12 © 2015 SIA “Novo IT” Roles and use cases Managers/Project Manager Use Case Priority Can view existing orders Critical Can update order status Critical Can comment on orders Critical Can run reports Nice to have Can Add/Edit/Remove system users Nice to have All rights reserved 5 of 12 Roles and use cases Customer Service team Use Case Priority Can view existing orders Critical Can update order status Critical Can comment on orders Critical Can run reports Nice to have Can assign a writer to each order Nice to have 6 of 12 © 2015 SIA “Novo IT” Roles and use cases IT department Use Case Priority Can Add/Edit/Remove system users Critical Orders can be exported to a CSV file Nice to have Automatic backups Nice to have Multi server support Nice to have All rights reserved 7 of 12 User Interface Mockups Figure 1 Log in page. Anonymous users see this when accessing the intranet. 8 of 12 © 2015 SIA “Novo IT” User Interface Mockups Figure 2 Incoming Order page. This should automatically update when a new order comes in. Order details can be accessed via the View Order link. All rights reserved 9 of 12 User Interface Mockups Figure 3 Order Details. Clicking on the View Order link brings up this page. Users can view order details and any comments attached to the order. New comments can be added by clicking on the “Add Comment” link. 10 of 12 © 2015 SIA “Novo IT” Appendix This roadmap was carefully prepared by SIA “Novo IT” http://novoit.eu/ We are a full service web development agency. Our experience spans most languages and frameworks used for web development. Our technologies of choice are: • • • • PHP (Symphony development framework) jQuery Twitter Bootstrap ReactJs For a free quote please contact us at http://novoit.eu/contactus or via email: [email protected] All rights reserved 11 of 12 Pulkveza O. Kalpaka Iela 35a/8 Jelgava, Latvia LV-3001 +371 268 007 95 [email protected]
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