3 - Reference Project 2.1

3 - Reference Project 2.1 - San Jose State University...

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Unformatted text preview: San Jose State University College of Engineering Computer Engineering Department CMPE 133 – Software Engineering II SALES MANAGEMENT SYSTEM Team x Team Member 1 Team Member 2 Team Member 3 Team Member 4 May 25, 2010 Table of Contents 1
Vision
and
Goals ........................................................................................................................... 5
 1.1
Vision..................................................................................................................................... 5
 1.2
Measurable
Organizational
Values........................................................................................ 6
 2
Business
Modeling........................................................................................................................ 7
 2.1
Process
Summary
Diagram.................................................................................................... 7
 2.2
Process
Decomposition
Diagrams ......................................................................................... 8
 2.2.1
Manage
Lead .................................................................................................................. 8
 2.2.2
Manage
Opportunity...................................................................................................... 9
 2.2.3
Manage
Contract.......................................................................................................... 10
 2.2.4
Manage
Rule................................................................................................................. 11
 2.2.5
Manage
Territory ......................................................................................................... 12
 2.2.6
Manage
Account .......................................................................................................... 13
 2.2.7
Generate
Report........................................................................................................... 14
 2.3
Domain
Class
Model............................................................................................................ 15
 2.4
Domain
State
Model ........................................................................................................... 16
 2.4.1
Lead
Domain
State
Model ............................................................................................ 16
 2.4.2
Opportunity
Domain
State
Model................................................................................ 17
 2.4.3
Contract
Domain
State
Model...................................................................................... 18
 3
Requirements
Elicitation ............................................................................................................ 19
 3.1
Problem
Statement
and
Target
Environment ..................................................................... 19
 3.2
Functional
Requirements .................................................................................................... 20
 3.3
Nonfunctional
Requirements .............................................................................................. 22
 4.
Requirements
Analysis .............................................................................................................. 25
 4.1
Use
Case
Diagram................................................................................................................ 25
 ..................................................................................................................................... 25
 4.2
Use
Case
Descriptions ......................................................................................................... 26
 4.2.1
Maintain
Rule
(UC01) ................................................................................................... 26
 4.2.2
Request
Rules
(UC02) ................................................................................................... 28
 4.2.3
Import
Lead
(UC03) ...................................................................................................... 29
 4.2.4
Assign
Lead
(UC04) ....................................................................................................... 30
 4.2.5
Merge
Lead
(UC05)....................................................................................................... 32
 4.2.6
Prepare
Lead
(UC06) .................................................................................................... 34
 4.2.7
Qualify
Lead
(UC07)...................................................................................................... 36
 4.2.8
Import
Opportunity
(UC08) .......................................................................................... 38
 4.2.9
Prepare
Opportunity
(UC09) ........................................................................................ 40
 4.2.10
Produce
Quote
(UC10) ............................................................................................... 42
 4.2.11
Approve
Quote
(UC11) ............................................................................................... 44
 4.2.12
Import
Contract
(UC12).............................................................................................. 46
 4.2.13
Prepare
Contract
(UC13) ............................................................................................ 48
 4.2.14
Approve
Contract
(UC14) ........................................................................................... 50
 4.2.15
Finalize
Contract
(UC
15) ............................................................................................ 52
 4.2.16
Maintain
Territory
(UC16) .......................................................................................... 54
 4.2.17
Maintain
Account
(UC17) ........................................................................................... 56
 4.2.18
Maintain
Report
(UC18) ............................................................................................. 58
 4.3
Use
Case
Sequence
Diagrams.............................................................................................. 59
 4.3.1
Maintain
Rule
(UCSD01) ............................................................................................... 59
 4.3.2
Request
Rules
(UCSD02)............................................................................................... 60
 4.3.3
Import
Lead
(UCSD03).................................................................................................. 61
 4.3.4
Assign
Lead
(UCSD04)................................................................................................... 62
 4.3.5
Merge
Lead
(UCSD05) .................................................................................................. 63
 4.3.6
Prepare
Lead
(UCSD06) ................................................................................................ 64
 4.3.7
Qualify
Lead
(UCSD07) ................................................................................................. 65
 4.3.8
Import
Opportunity
(UCSD08)...................................................................................... 66
 4.3.9
Prepare
Opportunity
(UCSD09) .................................................................................... 67
 4.3.10
Produce
Quote
(UCSD10) ........................................................................................... 68
 4.3.11
Approve
Quote
(UCSD11)........................................................................................... 69
 4.3.12
Import
Contract
(UCSD12).......................................................................................... 70
 4.3.13
Prepare
Contract
(UCSD13)........................................................................................ 71
 4.3.14
Approve
Contract
(UCSD14) ....................................................................................... 72
 4.3.15
Finalize
Contract
(UCSD15)......................................................................................... 73
 4.3.16
Maintain
Territory
(UCSD16)...................................................................................... 74
 4.3.17
Maintain
Account
(UCSD17)....................................................................................... 75
 4.3.18
Maintain
Report
(UCSD18) ......................................................................................... 76
 4.4
Requirements
Traceability
Matrix....................................................................................... 77
 4.5
Use
Case
Interaction
Overview
Diagram............................................................................. 79
 5
Design......................................................................................................................................... 80
 5.1
Design
Class
Diagram .......................................................................................................... 80
 5.2
Design
Class
Description...................................................................................................... 81
 5.3
System
Decomposition........................................................................................................ 90
 5.4
System
Architecture ............................................................................................................ 91
 6
Implementation.......................................................................................................................... 92
 6.1
Application
Instruction ........................................................................................................ 92
 6.2
Application
setup ................................................................................................................ 93
 6.3
Application
Interaction........................................................................................................ 97
 1 Vision and Goals 1.1 Vision Sales management System (SMS) is attainment of an organization’s sales and marketing goals in an effective and efficient manner through planning, training, leading and controlling organizational resources. It is a system used in marketing and management to automate sales functions. If combined with a Marketing Information System, they are called Customer Relationship management (CRM). A typical CRM delivers integrated, completely customizable enterprise applications for companies of all sizes. CRM contains concepts like Lead, Opportunity and Contact which become the main entities for this project. Lead Leads are nothing but contacts or companies with whom there is no current or past relationship history. Leads can be potential customers. Some examples are 1) Web visitors who had submitted a website questionnaire, 2) contacts form a third party list and 3) Business cards procured from an event or tradeshow. Opportunity An Opportunity signals the kick off of the company’s sales process with a potential or exiting client. It makes use of the leads stored as inputs. Contact Contacts are customers whom your company will have or already has an on-going relationship. Contacts typically had been qualified as a potential sales opportunity at one point. Contacts can also be vendors. SMS provides tools for Sales Representative, Sales Manager, ERP and administrator to manage the organization more effectively. It makes it easier to handle, produce and sell products. 1.2 Measurable Organizational Values 
 Organizational
 Impact
 Value
 Metric
 Time‐Frame
 
 
 Strategic Increase reliability in executing the entire Sales Management workflow Reduce turn 12 months downs due to nonavailability of sales personnel from 30% to 15% Financial
 Reduce
communication
 overhead
between
 different
sales
personnel
 Reduce
 communication
 cost
by
50%
 12
months
 
 Operational

 • • • 
 Reduce
cycle
time
 for
approval
of
 contracts
 Increase
lead
to
 contact
 conversion
by
 effectively
 communicating
 with
leads
 Increase
 opportunity
to
 contract
 conversion
 • • Reduce
 12
months
 the
cycle
 time
by
 50%
 Increase
 opportunit y
to
 contract
 conversion
 to
75%
 2 Business Modeling 2.1 Process Summary Diagram 2.2 Process Decomposition Diagrams 2.2.1 Manage Lead 2.2.2 Manage Opportunity 2.2.3 Manage Contract 2.2.4 Manage Rule 2.2.5 Manage Territory 2.2.6 Manage Account 2.2.7 Generate Report ...
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