PRISM Application

Ashley Hawley

Overview

Project DescriptionBusiness NeedUser ProfilesDevelopment TechnologyTesting PlanDeliverablesDemonstrationConclusion

Project Description

PRISMProductResourceImplementationSalesManager

Designed to Manage Efficiency and Diminish Redundancy

Business Need

Current SystemsProprietary Client Relationship ManagerOutlookSales Tracking System

PRISM Combines:Current SystemsAdds Resource Management ToolsGenerates Reporting Capabilities

Users

AdministratorsExecutivesManagersEnd User

User Profiles

Development Technology

Developed using:C#COM ObjectsSQL Server 2008

Testing Plan

Unit TestingConfigurationModule Completion

Application Testing

Testing Plan  Task Pass/Fail

1 Test Email Message Send/Receive Pass

2 Test Appointment Item Send/Receive Pass

3 Test Appointment Item Save Pass

4 Test Dashboard ( Verify that only current week appointments display) Pass

5 Send Notification to Another User Pass

6 Create New Users Pass

7 Test User Login (Ensure that proper password allows entry) Pass

8 Verify User Authority ( Ensure that user only has specified access rights) Pass

9 Create/Edit/Delete Client (Test all three) Pass

10 Search for Specific Client (Key in multiple search criteria to test results) Pass

11 Verify Navigational Items (Forms display when chosen in navigation tree) Pass

12 Create/Edit/Delete Client Issue (Test all three) Pass

13 Search for Specific Issue ( Key in multiple search criteria to test results) Pass

14 Assign New Client to User Pass

15 Create/Edit/Delete Process (Test all three) Pass

16 Generate Report from Multiple Client Form Pass

17 Generate Report from Issue Search Results Pass

DeliverablesDeliverables Description

Allow Managers and End Users to Automate Email Messages via Outlook

These users can formulate new email messages or choose from existing templates.

Allow Managers and End Users to Generate Outlook Appointments

These users can generate new appointments that save on their calendar and are sent to other users or clients.

Managers and End Users Can Generate Reports based on Client or Process Data

Reports will be based upon data collected by the users and stored in the database

Managers and End Users Can Send and View Notifications from Other Users

Notifications that are within an employee’s access can be viewed within the application

Administrators Can Add and Manage Users in the application

Users with Admin rights can create or modify users, including username, password or user roles.

Managers and End Users Can View Their Calendar of Events in a Dashboard

A dashboard view will display a user’s current and upcoming calendar of events collected from Outlook.

Management Users May Allocate Resources to Projects

Management users will be able to assign projects to an end user based upon the employee’s work load.

All Users May Create and Track Client Issues Each user can create or edit client issues

Demonstration

Conclusion

Many CRM & Project Management Tools ExistSeparate ApplicationsRequire Dual Entry

PRISM Combines Two ConceptsIncludes Communication FunctionalityEliminates Dual EntryAdds Reportability

Questions?