Sheet1

Project Planning Phase.docx

Swift trade corp project plan

June 26, 2022

Baseline Project Plan

Scope Statement:

Project objective –

Develop a business intelligence dashboard to be used by the Analytics and Marketing departments to conveniently analyze data and present key insights in an easy-to-use and intuitive manner.

Justification for the project –

This project attempts to solve operational problems encountered by data analytics professionals at Swift Trade Corp. The business intelligence dashboard will facilitate the process of presenting data and other important business metrics important to the company’s performance.

Execution approach –

The Scrum framework will be utilized for this project. A team of nine collaborating individuals with targeted expertise will be organized and tasks will be shared among them. A Project Manager will lead this team to ensure efficient and timely deliveries.

The structure of the team will be as follows:

· 2 Software Developers

· 2 Full Stack Developers

· 2 Business Analysts

· 1 Statistician

· 2 UX Designer

· 1 Project Manager

Timeline –

Based on the specification of the job and other related past deliveries, this is predicted to be a short-term project, set to range between 3-4 months.

The project will begin on October 24, 2022. The time of completion for each consecutive sprint will be 2 weeks. Assuming no major implications were encountered, the release of the finished software to a production environment is scheduled to take place on January 16, 2023.

Proposed System

Name of Software Offer: DashViz – A Business intelligence Dashboard with sophisticated tools for data exploration.

System development recommendation-

After an exhaustive investigation heavily focused on the business’ demands, the Information Systems team has provided its definite professional opinion. Developing the Business Intelligence Dashboard from the ground up, using a secure web-based approach appears to be the most suitable method.

This method of implementation provides the highest level of customization, which will be fitted to our business needs and allows for ease of access for both internal and external users to the application without the need to download any software.

Utilization Purposes-

The development of this dashboard will be heavily focused on the manipulation of data and visual, dynamic representation of the data types most used by Swift Trade Corp.

· Product data- Data displaying products features, important for supply chain, inventories, and pricing.

· Customer information data – This provides details about the customers buying from our website and their purchases.

· Sales data- Includes all the transactions for the current day and historic accountings. Used to optimize prices, predict demand, and develop a marketing plan.

Benefits of the Software-

· The Business intelligence dashboard will aid professionals to quickly gain insights into the most important aspects of their data

· Dashboards are vital for better decision making

· The Administration department, Managers and Stakeholders will benefit by reviewing the bigger picture of operations.

· The Marketing department will gain deeper insights into the market’s movement and take business decisions accordingly.

· managers to review the bigger picture of business operations

· Provides the ability to view real time financial results such as revenue and expenses.

Other Alternatives-

The team has weighed the alternatives, some of which include using existing out-of-the-box software which can be costly and lacks customizability, in some cases the risk of exposure of sensitive business data has been an important deciding factor. The alternative yielding the highest software efficiency and performance is the app-based approach, but there are known issues to this; Accessibility computers using different operating systems can be complex, employees report to use primarily use Windows as their operating System, but a significant number utilize MacOS and Linux which both have an Arm-based architecture compared to the x-64 x-86.

A backwards combability extension can be arranged, though it would drastically prolong the timeline for this project and compromises performance.

Feasibility Assessment

Ideas

A. cost estimates -> budget allocation and estimated expenditures will be included in a cost estimate table’

B. Intangible benefits

C. Technical

The only technical risk the company faces with the creation of the new dashboard is a security issue or bugs. There will be ongoing maintenance for the software which is to be included in the cost analysis.

D. Operational

All staff will be trained on the new dashboard to recognize their key performance indicators and management will coach everyone who is lacking in KPIs.

E. Inclusions/Exclusions

Marketing will gain insight into key performance indicators

Management Issues

Ideas

Team selection

Processing functions

Organizational

Constraints

Goals

Deadlines

Expectations/Assumptions

Mia, Paul and John are all of the software developers who will be creating the dashboard.

John will deal with the entire testing processes and will write and perform the test plans

Communications:

Successful communication will be ensured through communication management plans

Weekly Status reports of the project update will be generated for all stakeholders and upper management.

Exclusions from scope

Fake information about the corporation **Todelete

Name: Swift Trade Corp

About the company: E-Commerce company that focuses on selling a variety of products (ex. Amazon, Ebay)

Project begins: January 16, 2023.

Ends: Jan 13 – Jan 27)

Swift Trading Corp.

Project Charter

Prepared: June 26, 2022

Project Name: Project Plan

Project Manager: Jorge Alvarez

Customer: Analysis/Marketing

Project Sponsor: Erik Helms

Project Start/End (projected): 10/24/2022 – 1/16/2023

Project Overview:

This project will implement a business intelligence dashboard to allow the analytics and marketing departments to conveniently and efficiently analyze data and present key insights that will save the company time and effectively relay information.

Objectives:

· Solve operational problems

· Facilitate the data presentation process

· Facilitate other business metrics related to company performance

Key Assumptions:

· System will be built in house

· Interface will be a web browser

· Achieving the highest level of customization

· Allow access to internal and external users

· System will negate the need to download software

Stakeholders and Responsibilities: