Sheet1

Project Planner
Select a period to highlight at right. A legend describing the charting follows.					Period Highlight:	1			Plan Duration						Actual Start					% Complete					Actual (beyond plan)								% Complete (beyond plan)
ACTIVITY	PLAN START	PLAN DURATION	ACTUAL START	ACTUAL DURATION	PERCENT COMPLETE	PERIODS
						1	2	3	4	5	6	7	8	9	10	11	12	13	14	15	16	17	18	19	20	21	22	23	24	25	26	27	28	29	30	31	32	33	34	35	36	37	38	39	40	41	42	43	44	45	46	47	48	49	50	51	52	53	54	55	56	57	58	59	60	61	62	63	64	65	66	67	68	69	70	71	72	73	74	75	76	77	78	79	80	81	82	83	84	85	86	87	88	89	90	91	92	93	94	95	96	97	98	99	##	##	##	##	##	##	##	##	##
Sprint 1 Initiation (Oct 14 – Oct 28)
Create Project Vision	1	15	1	7	100%
Identify Scrum master and stakeholder	1	15	1	7	100%
Form Scrum Team	1	15	7	5	100%
Obtain Necessary Developmental and Managerial Approvals	1	15	7	6	75%
Create Product Backlog	1	15	9	7	50%
Sprint 2 Planning and Preparing (Oct 29 – Nov12)
Create deliverables	16	15	16	15	0%
Choose overall software layout	16	15	16	7	0%
Choose all the analytic tools to be implemented	16	15	16	7	0%
Estimate tasks	16	15	16	7	0%
Create user stories and tasks	16	15	23	8	0%
Create sprint backlog	16	15	23	8	0%
Sprint 3 Implementation (Nov 14 – Nov 28)
Create deliverables	31	15	31	1	0%
Create tasks for newly raised issues	31	15	31	1	0%
Conduct daily standup	31	15	31	1	0%
Groom prioritized product backlog	31	15	31	1	0%
Sprint 4 Implementation (Nove 29 – Dec 13)
Create deliverables	46	15	46	1	0%
Create tasks for newly raised issues	46	15	46	1	0%
Conduct daily standup	46	15	46	1	0%
Groom prioritized product backlog	46	15	46	1	0%
Sprint 5 Implementation (Dec 14 – Dec 28)
Create deliverables	61	15	61	1	0%
Create tasks for newly raised issues	61	15	61	1	0%
Conduct daily standup	61	15	61	1	0%
Groom prioritized product backlog	61	15	61	1	0%
Sprint 6 Review and Retrospect (Dec 29 – Jan 12)
Create and conducts necessary tests for de development team	76	15	76	1	0%
Demonstrate and validate software	76	15	76	1	0%
Request and evaluate team’s feedback on project execution	76	15	76	1	0%
Provide accessed to the Dashboard to data analytics for review	76	15	76	1	0%
Create and conducts necessary tests for de development team	76	15	76	1	0%
Demonstrate and validate software	76	15	76	1	0%
Request and evaluate team’s feedback on project execution	76	15	76	1	0%
Sprint 7 Release (Jan 13 – Jan 27)
Ship Deliverables	91	15	91	1	0%
Retrospect Project	91	15	91	1	0%

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.

Timeline/Sprint	Working Phase:	Objectives
1st Sprint (Oct 14 – Oct 28)	Initiation	· Create project vision · Identify Scrum Master and stakeholder · Form Scrum team · Obtain Necessary Developmental and Managerial Approvals · Create Product Backlog
2nd Sprint (Oct 29 – Nov 12)	Planning and Preparing	· Create deliverables · Choose overall software layout · Choose all the analytic tools to be implemented · Create user stories and tasks · Estimate tasks · Create sprint backlog
3rd Sprint (Nov 14 – Nov 28 4th Sprint (Nov 29 – Dec 13) 5th Sprint (Dec 14 – Dec 28)	Implementation	· Create deliverables · Create tasks for newly raised issues · Conduct daily standup · Groom prioritized product backlog
6th Sprint (Dec 29 – Jan 12)	Review and Retrospect	· Create and conduct necessary tests for the development team · Demonstrate and validate software · Request and evaluate team’s feedback on project execution · Provide access to the Dashboard to data analytics for review · Create and conduct necessary tests for the development team · Demonstrate and validate software · Request and evaluate team’s feedback on project execution
7th Sprint (Jan 13 – Jan 27)	Release	· Ship Deliverables · Retrospect Project

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:

Stakeholder	Role	Responsibility	Signatures
Jorge Narvaez	Project Manager	Planning, Monitoring, Execution	Jorge Narvaez
Erik Helms	Marketing Director	Monitoring, Resources	Erik Helms
Jonathan Giles	CIO (Chief Investment Office)	Monitoring, Resources	Jonathan Giles
Erica Winstead	Analytics Director	System functionality, Resources	Erica Winstead

Untitled

July 25 2022

Contents

1. Page 1

ERDiagramDashboardApp.pdf

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