Intranet application for
incoming orders
A project roadmap
18/04/2015
Table of Contents
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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
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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
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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
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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
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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
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User Interface Mockups
Figure 1
Log in page.
Anonymous users see this
when accessing the intranet.
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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.
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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.
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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:
•
•
•
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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]
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Pulkveza O. Kalpaka Iela 35a/8
Jelgava, Latvia
LV-3001
+371 268 007 95
[email protected]