Midterm Presentation MIDTERM PRESENTATION TABLE OF CONTENTS 1
Midterm Presentation
MIDTERM PRESENTATION TABLE OF CONTENTS 1 INTRODUCTION 2 PROJECT OVERVIEW 3 DEMONSTRATION 4 PROJECT MGMT
1 INTRODUCTION STAKEHOLDERS THE TEAM 3
INTRODUCTION PROJECT STAKEHOLDERS SPONSOR PROJECT MEMBERS Abundant Accounting Pte. Ltd 5 employees SMU Penultimate & Senior Students 4
INTRODUCTION THE TEAM AN Jae Hyeong LIN Yu Mai Jagdish PARMAR Bernita TOH YE Min Oo Project Mananger Quality Assurance Backend Developer Business Analyst Backend Developer Database Analyst Frontend Developer Quality Assurance 5
PROJECT OVERVIEW FROM ACCEPTANCE TO MIDTERMS ITERATION 6 ITERATION 7 ITERATION 8 ITERATION 9 ITERATION 10 ACCEPTANCE MAJOR USER DEPLOYMENT MIDTERM PRESENTATION CHANGES IN TESTING 2, 3 PRESENTATIO BUSINESS N REQUIREMEN T 35
2 PROJECT OVERVIEW 3
PROJECT OVERVIEW PROBLEM STATEMENTS 1. Multiple expense formats submitted by clients
PROJECT OVERVIEW PROBLEM STATEMENTS 2. Inefficient project management
PROJECT OVERVIEW PROBLEM STATEMENTS 2. Inefficient project management
PROJECT OVERVIEW SOLUTION Abundant Management System (AMS) will help to automate and increase efficiency of the current business process. ICON will develop a system which combines all business processes to provide efficiency, security and ease of access. C B A KPIs - Man hours spent - Number of invoices processed monthly - Number of delayed invoices per month PROFITABILITY Enhance the management’s information to assess the profitability REMOVE BOTTLENECK Remove bottlenecks to increase efficiency in processing projects by creating a standardized database
PROJECT OVERVIEW SOLUTION
PROJECT OVERVIEW SOLUTION SCOPE SECONDARY FUNCTIONS PRIMARY FUNCTIONS - Project Mgmt. Module (1) CRU Projects CRUD Tasks Show timeline Assign employee(s) to a project Expense Management Module (1) - Upload expenses - Input data into Quick Book - Resource Module (2) - Display client profile - Display employee profile - Display project profile Project Mgmt. Module (2) Check assigned employees Notify the project due date Assign deadline on project Resource Module (1) - CRU Employees - CRU Clients - Manage admin rights TERTIARY FUNCTIONS - Project Mgmt. Module (3) Track hours spent on each project by an employee Track hours spent on each client’s projects Record hours spent by each employee weekly Expense Management Module (2) - Input data into Xero - Dashboard Module Display total time spent on projects Display number of invoices processed
PROJECT OVERVIEW TECHNOLOGY USED Database Frontend Backend Platform & Version Control
3 DEMONSTRATION 3
DEMONSTRATION AS – IS SCENARIO VIDEO HERE
DEMONSTRATION TO – BE SCENARIO
DEMONSTRATION PERSONAS Antioch Place Pte. Ltd. • Client Siew Chien Jiayi Eugene • Accounting Executive • Admin • Been working at Abundant Accounting for 6 months • Been working at Abundant Accounting for 3 months • Been working at Abundant Accounting for 2 years • Accountant • Granted admin rights
Integration with Quick Book Automatic generation of deadlines based on the company type and accounting requirement Data validation to minimize human errors
DEMONSTRATION TECHNICAL COMPLEXITY 1. Integration of Quick Book
DEMONSTRATION TECHNICAL COMPLEXITY 1. Integration of Quick Book
DEMONSTRATION TECHNICAL COMPLEXITY 2. Automatic generation of deadlines
DEMONSTRATION TECHNICAL COMPLEXITY 2. Automatic generation of deadlines
DEMONSTRATION TECHNICAL COMPLEXITY 3. Data validation Team Icon
DEMONSTRATION TECHNICAL COMPLEXITY 3. Data validation Team Icon
DEMONSTRATION TECHNICAL COMPLEXITY 3. Data validation Team Icon
DEMONSTRATION USER TESTING 2 1. Introduced proper feedback forms with ratings 2. Major changes required in the fields for data entry 3. The Interface and the design of the system was acceptable
DEMONSTRATION USER TESTING QUESTIONS 1. On the scale of 1 -10, how helpful do you think the system is in assisting your work process? 2. On the scale of 1 -10, how will you rate the application’s interface? (ease of use) 3. On the scale of 1 -10, how appealing will you rate the design of the system?
DEMONSTRATION USER TESTING 3 1. Key changes required by the client from UT 2 have been reflected 2. Overall, the client is confident that the system will be extremely useful for their work process 3. The design as well as the usability of the system has also improved 4. Minor changes in fields required for certain data entry required
DEMONSTRATION USER TESTING QUESTIONS 1. On the scale of 1 -10, how helpful do you think the system is in assisting your work process? 10 9 8 7 6 5 4 3 2 1 0 User 1 User 2 Test 3 User 3 31
DEMONSTRATION USER TESTING QUESTIONS 2. On the scale of 1 -10, how will you rate the application’s interface? (ease of use) 9 8 7 6 5 4 3 2 1 0 User 1 User 2 Test 3 User 3 32
DEMONSTRATION USER TESTING QUESTIONS 3. On the scale of 1 -10, how appealing will you rate the design of the system? 10 9 8 7 6 5 4 3 2 1 0 User 1 User 2 Test 3 User 3 33
4 PROJECT MANAGEMENT TIMELINE METRICS CHANGE MGMT. RISK MGMT.
2 1 - User Access Module Log in/Log out Reset password Show password strength - Project Tracker Module CRUD projects - User Management Module CRUD users Acceptance 11 Oct 17 User Testing 1 29 Sep 17 PROJECT MANAGEMENT TIMELINE (BEFORE ACCEPTANCE) 3 - 4 5 Sep Project Tracker Module Show timeline Assign employee (s) to a project 5 18 Sep 7 6 2 Oct Accounting Module - Map input data directly into Xero and Quick. Book 16 Oct Profile Module - Display employee profile - Display client profile - Display project profile Project Hours Module - Record hours spent by each employee per project Project Management Module - Assign deadline based on company type - Check assigned employees - Notify the project due date Accounting Module - Input data from hardcopies to AMS 8 30 Oct User Testing 3 5 Jan 18 Midterms 5 Dec 17 User Testing 2 3 Nov 17 9 13 Nov Project Hours Module - Track hours spent on each project 11 12 11 Dec 25 Dec 10 27 Nov Dashboard Module - Display KPIs User Testing 4 19 Jan 18 Final Presentation TBC 13 14 8 Jan 22 Jan Payroll Module - Calculate payroll - Calculate bonus Dashboard Module - Display KPIs 36
User Testing 1 2 October 17 PROJECT MANAGEMENT TIMELINE (AFTER ACCEPTANCE) 2 1 3 Resource Module (1) Log in/Log out Reset password Show password strength - - Project Management Module (1) CRUD projects Resource Module (1) CRUD users - 4 5 5 Sep 18 Sep Project Management Module (1) Show timeline Assign employee (s) to a project 6 2 Oct Acceptance 11 Oct 17 7 16 Oct Expense Management Module (1) - Input data into Quick. Book Project Management Module (2) - Assign deadline on project - Check assigned employees - Notify the project due date Accounting Module - Upload expense User Testing 2, 3 3 Nov 17 13 Nov 17 8 30 Oct 9 13 Nov Resource Module (2) - Display employee profile - Display client profile Project Management Module (3) - Record hours spent by each employee weekly - Track hours spent on each project by each employee User Testing 4, 5 18 Dec, 5 Jan 18 Midterms 30 Nov 17 Deployment 20 Nov 17 10 27 Nov Project Management Module (3) - Track hours spent on each project 11 12 11 Dec 25 Dec Dashboard Module - Display number of invoices processed - Display time spent on each project User Testing 6 19 Jan 18 13 8 Jan Final Presentation T 2 W 6 14 22 Jan Dashboard Module - Display time spent on each project - Display number of delayed invoices Expense Management Module (2) - Map input directly data directly into Xero 37
PROJECT MANAGEMENT CURRENT STATUS
PROJECT MANAGEMENT END OF ITERATION 11 Project Management Dashboard
PROJECT MANAGEMENT END OF ITERATION 13
PROJECT MANAGEMENT TASK METRICS 38
PROJECT MANAGEMENT TASK METRICS 39
PROJECT MANAGEMENT BUG METRICS 40
PROJECT MANAGEMENT BUG METRICS 41
PROJECT MANAGEMENT HIGH & CRITICAL BUGS S/N Module Description Severity Bug Metric Score 1 Project Tracker Module Calendar was not displayed on both employee and admin home pages Critical 10 2 Project Management Module Updating client fields was not being reflected in the database High 5 Spent additional hours in addressing the bug immediately. 3 Accounting Module System unable to read the uploaded expense sheet Critical 10 Stop all development to fix the bug immediately. Review the code. Project Management Module Blank page returned after clicking on "Create New Client"; Add. Client. Servlet 10 Stop all development to fix the bug immediately. Assess the integration between the backend and the frontend code. 4 Critical Mitigation Action Stop all development to fix the bug immediately.
PROJECT MANAGEMENT RISK MANAGEMENT Business Level 2 Need to overcome the users’ resistance on the new system PM: do proper system documentation, develop user relevant test cases and gather constant feedbacks. Developers: provide training sessions for users, and prepare user manual 44
PROJECT MANAGEMENT RISK MANAGEMENT Business Level 3 Changing business requirements from the client PM: To facilitate clear communications with the client, leaving no gray area and leave proper documentation Developers: To review the business requirements thoroughly to ensure all the changes are accurately reflected 43
PROJECT MANAGEMENT RISK MANAGEMENT Technical Level 3 Lack of knowledge in using j. Query for various data management functionalities PM: Included amount of time required for technical exploration in project timeline. Developers: Spent 3 weeks to pick up with j. Query courses online. 45
PROJECT MANAGEMENT MOVING FORWARD Development 01 User Testing 02 Final presentation - Project Management - Expense Management - Dashboard 03 Handover Conduct more UTs with more participants 04 Deliver the fully developed and functional system on time Smooth handover with necessary documents such as user manual and technical guidelines
4 X-FACTOR 3
X-FACTOR ACCEPTANCE Introduce the following KPIs: - Number of invoices processed - Number of delayed invoices - Number of man hours spent Quantifiable Goal?
X-FACTOR MIDTERM - TARGET 15 0 - Projects & tasks listed on the AMS for tracking - Expenses processed through AMS
X-FACTOR MIDTERM - RESULT ? ? Projects & tasks listed on the AMS for tracking ? ? Invoices processed through AMS
X-FACTOR FINAL - PLAN 30 0 - Projects & tasks listed on the AMS for tracking - Expenses processed through AMS
REFLECTIONS 3
CLIENT TESTIMONIAL “The team is approachable & fastlearners. They have a good teamwork & are customer centric” “AMS is practical and beneficial to us. It helps to eliminates loads of manual steps and created a central database for us. ” Mdm Ong Sponsor Jia Yi Liaison “The team has been very accommodating to our requests and eventually surpassed our expectations. ” Eugene Staff
REFLECTIONS TEAM REFLECTION 01 Extra effort to make up for the lack of experience 02 More communications for clarification 03 Application of knowledge from SIS modules
REFLECTIONS INDIVIDUAL REFLECTION I was able to improve on my management, communication and technical skills whilst managing requests from the client to deliver a quality application that serves practical purpose to our client. Bernita TOH YE Min Oo LIN Yu Mai Jagdish PARMAR AN Jae Hyeong Frontend Developer Quality Assurance Frontend Developer Business Analyst Backend Developer Database Analyst Project Manager Quality Assurance
REFLECTIONS INDIVIDUAL REFLECTION Always sympathize and think of the users when creating UI/UX. Instead of looking for an easy way out, it is important to understand the user's requirements in order to enhance the user experience. Bernita TOH YE Min Oo LIN Yu Mai Jagdish PARMAR AN Jae Hyeong Frontend Developer Quality Assurance Frontend Developer Business Analyst Backend Developer Database Analyst Project Manager Quality Assurance
REFLECTIONS INDIVIDUAL REFLECTION When developing complex code, instead of trying to make all the functionality work at once, start with the skeletal code and iterate from there Bernita TOH YE Min Oo LIN Yu Mai Jagdish PARMAR AN Jae Hyeong Frontend Developer Quality Assurance Frontend Developer Business Analyst Backend Developer Database Analyst Project Manager Quality Assurance
REFLECTIONS INDIVIDUAL REFLECTION The 4 C's: Consider, Communicate, Clarify, Code. Bernita TOH YE Min Oo LIN Yu Mai Jagdish PARMAR AN Jae Hyeong Frontend Developer Quality Assurance Frontend Developer Business Analyst Backend Developer Database Analyst Project Manager Quality Assurance
REFLECTIONS INDIVIDUAL REFLECTION Managing the expectations of the client, SMU faculty as well as the team is the key to ensure that we have the support for the project to progress Bernita TOH YE Min Oo LIN Yu Mai Jagdish PARMAR AN Jae Hyeong Frontend Developer Quality Assurance Frontend Developer Business Analyst Backend Developer Database Analyst Project Manager Quality Assurance
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