Pine Valley Furniture Company

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Pine Valley Furniture Company

Marketing Planning and Control System

With Information Technology Infrastructure Improvements

Prepared For

Pine Valley Furniture Company

Dr. Olga Petkova, Client Representative

Prepared By:

Matrix Data Systems

William M. Norton Project Manager

William Prince Systems Analyst

Enid Negron Systems Analyst

Darien Karaja Systems Analyst

TABLE OF CONTENTS

EXECUTIVE SUMMARY………………………………………………………………. 3

BUSINESS CASE………………………………………………………………………… 4

ECONOMIC FEASIBILITYANALYSIS………………………..……………………… 7

Return On Investment & Break-Even Analysis……………………………….... 7

Tangible / Intangible / Recurring Costs………………………………………….8

PROJECT CHARTER…………………………………………………………………… 9

TEAM CONTRACT……………………………………………………………………… 12

SCOPE STATEMENT…………………………………………………………………… 13

WORK BREAKDOWN STRUCTURE (WBS)………………………………………… 15

PROJECT SCHEDULE………………………………………………………………….. 16

Network Diagram…………………………………………………………………. 16

Gantt Chart……………………………………………………………………….. 17

RESPONSIBILTY ASSIGNMENT MATRIX…………………………………………. 18

LIST OF PRIORITIZED RISKS………………………………………………………... 20

PRELIMINARY CASE REQUIREMENTS…………………………..………………... 21

FUNCTIONAL REQUIREMENTS……………………………………………………... 23

NON-FUNCTIONAL REQUIREMENTS……………………………………………… 24

FUCNTIONAL DECOMPOSITION……………………………………………………. 25

SYSTEM MENU TREE…………………………………………………………………. 26

DATA FLOW DIAGRAMS (DFD)……………………………………………………… 27

Context-Level, Current System………………………………………………….. 27

0-Level, Current System………………………………….. ……………………... 28

Data Dictionary, Current System……………………………………………….. 29

Context-Level, Proposed System………………………………………………… 32

0-Level, Proposed System………………………………………………………… 33

Data Dictionary, Proposed System……………………………………………….35

ENTITY RELATIONSHIP DIAGRAM (ERD)………………………………………... 38

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ENTITY RELATIONSHIP DIAGRAM METADATA………………………………... 39

PHYSICAL DATAFLOW DIAGRAM ………………………………………………… 43

DATABASE ARCHITECTURE……………………………………………………..…. 45

SYSTEM INPUT FORMS & SAMPLE REPORTS…………………………………… 46

INTERNET CONSIDERATIONS……………………………………………………… 53

IMPLEMENTATION CONSIDERATIONS………………………………………….. 54

IMPLEMENTATION TIMELINE……………………………………………………... 60

TESTING PLAN…………………………………………………………………………. 61

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EXECUTIVE SUMMARY

This report analyzes Pine Valley Furniture Company’s current marketing planning and control system and presents recommendations for streamlining current operations, the reduction of labor and administrative costs, improving sales and ultimately, increasing company profitability.

Pine Valley’s Current Computer Infrastructure Is Outdated

Currently, Pine Valley’s Information Technology (IT) infrastructure consists of two full-time employees, a Systems Manager and Network Administrator. Also, PVF IT employs a $30,000 per year data-entry person. The systems manager understands that the current OS software and

WAN system is outdated. For example, PVF utilizes Microsoft 98 and NT for operating software and SQL Server version 4.0 to store and maintain operational data. For supply ordering, PVF utilizes a paper-based ordering and invoice system (sneaker-net). The various sales reports utilized by PVF are derived from numerous data sources. Furthermore, PVF’s wide area network (WAN), which connects the three company locations, utilizes slow dial-up connectivity.

Updates Are Essential

Matrix Data Systems has been tasked with generating a proposal for addressing Pine Valley

Furniture’s need for information technology upgrades and enhancements. Our goals at Matrix

Data Systems are to develop a proposal to replace existing outdated hardware and software with new updated information technology infrastructure and at a reasonable cost.

Updating Pine Valley’s Marketing Planning and Control System current information technology infrastructure will reduce data retrieval times and the need for data entry personnel thus saving on labor and administrative costs. Also, utilizing newer technology will enable Pine Valley to access newer ways of doing business, such as utilizing the Internet for sales and customer access to purchase order information via a company website.

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BUSINESS CASE

Prepared By: Matrix Data Systems, MDS

1.0 Introduction/ Background

Date: October 8, 2005

Pine Valley Furniture (PVF) manufactures high quality wood furniture and distributes it retail within the United States. Company began in the year 1980 with Alex Schuster starting making custom furniture for customers. Then he kept track of customers with filing in a file cabinet. By the year 2000 the company had grew to 70 employees while multiplying in sales volume. Currently PVF is split into 3 locations across the U.S.A., which are Bloomington (Indiana), Cincinnati (Ohio), and Lexington (Kentucky). Over the past 3 years PVF’s revenue is within the 12-15 million dollar range.

2.0 Business Objective

The ultimate goal of the new information system is to improve sales and ultimately profitability of PVF.

PVF’s management expects a more streamlined operation, as well as reduced labor, and administrative overhead costs.

3.0 Current Situation and Problem/ Opportunity Statement

Currently, Pine Valley’s Information Technology (IT) infrastructure consists of two fulltime employees, a Systems Manager and Network Administrator. Also, PVF IT employs a $30,000 per year data-entry person. The systems manager understands that the current OS software and WAN system is outdated. For example, PVF utilizes

Microsoft 98 and NT for operating software and SQL Server version 4.0 to store and maintain operational data. For supply ordering, PVF utilizes a paper-based ordering and invoice system (sneaker-net). The various sales reports utilized by PVF are derived from numerous data sources. Furthermore, PVF’s wide area network (WAN), which connects the three company locations, utilizes slow dial-up connectivity.

4.0 Critical Assumption

PVF’s (new) marketing planning and control system will improve productivity.

Training will be necessary for the employees to allow a smooth transition from the old system. Minimum maintenance after the system is up and running is another goal. In the long run, this will cut costs pertaining to technical support.

5.0 Analysis of Option and Recommendation

To be most conservative in terms of the effort, cost, and technology involved in developing a new system MDS has generated a low end proposed system which includes:

Compaq dx2000, Intel celeron2.80 GHZ, 256 MB RAM, 48x CD-Rom, 40

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GB hard drive

Mandrake Linux 9.2

Warranty: 1 year onsite, next business day, 1 year parts and 1 year labor and include free support 24x 7.

(7 desktops)Desktop total $3213.00

HP Pro-Liant ML 110 Server ($599)

APACHE Server Software. Free

MySQL

Net-Zero Dialup service 9.95 a month

Concerning functionality, MDS Proposes a high–end alternative that will provide all desired features using advanced technologies that allow the system to expand to meet future requirements. This second alternative includes:

Dell Precision Workstation 670, Intel Xeon 3.6 GHZ, 300 GB hard drive, 48xDVD-

RW,3 GB RAM, Windows XP OS, Office XP

24 inch LCD monitor

(7 desktops) Desktop Total $20251.00

Dell Inspiron 6000 Laptop, Intel Pentium 1.5 GHZ Processor,512 MB RAM,40 GB

Hard drive, 8x DVD-RW ,Windows XP operating system, 3 yr on-site Service

(8 laptops) Total $ 13,320.00

Dell Power-Edge 1800 Server, 3.6 Intel Xeon processor, 6 GB single DIMM RAM, 146

GB 15k RPM Hard Drive, 48xDVD-RW

SUSE Linux Enterprise Server 9 ($899)

3 yr next business day onsite support services

Power-Edge Server total $6, 492.00

MSN dial-up for all 8 laptops ($288)

SBC broadband connectivity $75 monthly

The third alternative bridges the low-end cost with the high-end performance. This alternative represents flexibility between the two solutions. This third solution includes:

Dell Precision Workstation 370, 2.80 GHz. Intel Xeon, 512 MB RAM, 48x/32x DVD-

RW, 180 GB Hard Drive

Dell 17 inch CRT monitor

7 Workstation @ total $8592

Dell Inspiron 6000 Laptop, Intel Pentium 1.5 GHZ Processor, 512 MB RAM,40 GB

Hard drive, 8x DVD-RW ,Windows XP operating system, wireless ready

8 Laptops @ $6,400.00

Microsoft Windows XP Professional

Dell Power-Edge 800 server, Intel Pentium 2.8 GHZ, 1 GB DDR2 memory, 180 GB hard drive, 48X DVD-R

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3yr Bronze Support, Next Business Day Onsite Hardware Support Service

Server total $3,204.20

Microsoft Access 2003 ($229)

MSN dial-up for all 8 laptops ($288)

SBC broadband Connectivity $ 75 monthly

6.0 Preliminary Project Requirements

Operating system for this project must remain with Windows.

Increase quality of communication between the three locations. (Bloomington,

Cincinnati, and Lexington)

New system must reduce labor and administrative costs, improve sales and ultimately, increase company profitability.

7.0 Budget Estimate and Financial Analysis

The planned budget for the system overhaul is set at seventy five thousand dollars.

8.0 Schedule Estimate

This project will last approximately four months, ending in mid December.

9.0 Potential Risks

Risks come into play with any large scale project such as this one. First time can possibly become an issue if not organized correctly. Changing a firm’s way of doing business can cause tremendous amounts of problems. For example, training of the new system doesn’t go as well as planned out to be and when it’s time to put the system into action the employees run into all kinds of problems because they are not comfortable with the new system. Another risk would consist of putting seventy five thousand dollars along with 3-4 months into a project and it turns into a fiasco.

10.0 Exhibit: Financial Analysis

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ECONONIC FEASIBILTY ANALYSIS

Economic Feasibility Analysis

Year 0

0.00

1,000.00

0.00

Year 1 Year 2

Year of Project

Year 3 Year 4 Year 5

54,700.00

54,700.00

54,700.00

54,700.00

54,700.00

0.9009

0.8116

0.7312

0.6587

0.5934

49,279.23

44,394.52

39,996.09

36,030.89

32,458.98

TOTALS

Net economic benefit

Discount rate (11%)

PV of benefits

NPV of all BENEFITS 0.00

49,279.23

93,673.75

133,669.84 169,700.73 202,159.71 202,159.71

One-time COSTS

Recurring Costs

Discount rate (11%)

PV of Recurring Costs

-96,100.00

0.00

1,000.00

0.00

-24,620.00

0.9009

-22,180.16

-24,620.00

0.8116

-19,981.59

-24,620.00

0.7312

-18,001.90

-24,620.00

0.6587

-16,217.19

-24,620.00

0.5934

-14,609.51

NPV of all COSTS -96,100.00 -118,280.16 -138,261.75 -156,263.65 -172,480.84 -187,090.35 -187,090.35

Overall NPV

Overall ROI (Overall NPV/ NPV of all Costs)

Break-even Analysis

Yearly NPV Cash Flow -96,100.00

27,099.07

24,412.93

21,994.20

19,813.70

17,849.47

Overall NPV cash Flow -96,100.00

-69,000.93

-44,588.00

-22,593.80

-2,780.11

15,069.36

Project break-even occurs between years one and two

Deriving Break-Even Ratio = (19813.70 - 2719.89 / 19813.70 ) = 0.16

Acutal break-even occurred at approx. 4.2 years

15,069.36

-0.08

Break-Even Ratio

40,000.00

20,000.00

0.00

-20,000.00

-40,000.00

-60,000.00

-80,000.00

Yearly NPV Cash Flow

Overall NPV Cash Flow

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ECONONIC FEASIBILTY ANALYSIS

TANGIBLE BENEFITS WORKSHEET

$ A. Cost reduction or avoidance

B. Error reduction

C. Increased flexibility

D. Increased speed of activity

E. Improvement in management planning or control

F. Other

TOTAL tangible benefits $

7,000.00

2,500.00

7,700.00

10,500.00

27,000.00

0.00

54,700.00

ONE-TIME COSTS WORKSHEET

$ A. consultant cost

B. New hardware

C. New (purchased) software, if any

D. User training (40 hours @ 175/hr)

F. IT Staff Training (20 hours @ 175/hr)

G. Implementation (40 hours @ 175/hr)

Total one-time costs $

25,000.00

50,000.00

3,600.00

7,000.00

3,500.00

7,000.00

96,100.00

RECURRING COSTS WORKSHEET

$ A. Application software maintenance

B. Web Page hosting

C. Internet Access

D. Licensing

E. New software or hardware leases

F. Other

20,000.00

400.00

2,820.00

1,400.00

0.00

0.00

TOTAL recurring costs $ 24,620.00

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PROJECT CHARTER

Project Title: Pine Valley Furniture Company, Marketing Planning & Control System

Project Start Date: September 21, 2005

Project Finish Date: December 14, 2005

Budget Information: $75,000

Project Manager: Mr. William M. Norton

E-mail: norton1971@yahoo.com

Phone: 203.910.6716

Project Objectives:

Design and implement a separate information system (I.S.) for marketing’s planning and control system. This new I.S. system will allow the marketing department manager to accomplish the following:

Straightforward establishment of sales goals for product lines and sales staff.

Gather sales data from the various fragmented sources into one I.S. system.

Generate reports for tracking company sales goals for performance analysis.

By creating a new streamlined, paperless I.S. system, inefficiencies such as the “sneaker net” effect and data fragmentation will be eliminated. The end result of this new I.S. system will be to improve company sales and profitability.

Approach:

Matrix Data Systems will employ the Systems Development Life Cycle (SDLC) approach in analyzing and designing the new I.S. system. The SDLC approach utilizes distinct steps to arrive at a solution. The SDLC steps are as follows:

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1.

Systems Planning & Selection

First, a cost-benefit study will be conducted to determine the economic impact on Pine Valley Furniture Company.

Secondly, Matrix Data Systems will investigate the system and determine the proposed systems scope.

2.

3.

4.

Systems Analysis

Study Pine Valley’s procedures and information systems used in sales tasks.

Determine system requirements.

Generate alternative I.S. solutions.

Systems Design

Convert system descriptions into logical and physical system specifications.

Design input/output screens, reports, databases, and computer processes.

Systems Implementation & Operation

The new I.S. system is coded, tested, and installed.

Train Pine Valley employees in how to effectively use the new I.S.

Pull together all new system documentation.

Roles and Responsibilities

Role

Project Manager

Sr. Systems Analyst

Sr. Systems Analyst

Sr. Systems Analyst

Project Sponsor

Name

William Norton

William Prince

Darien Karaja

Enid M. Negron

Dr. Olga Petkova

Organization/Position Contact Information

Plan and Execute Project norton1971@yahoo.com

System Design and

Implementation wkp83@hotmail.com

System Design and

Implementation

System Design and

Implementation

Provide funding and

Direction

DarienK81@yahoo.com enidcs@rcn.com

Petkovao@ccsu.edu

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Sign-off: (Signatures of all the above stakeholders; can sign by their names in table above)

Comments: None.

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TEAM CONTRACT

Project Name: Pine Valley Furniture Company, Marketing Planning & Control System

Project Team Members Names and Sign-off:

Name Sign-off on Team Contract

William Norton

William Prince

Enid Negron

Darien Karaja

Code of Conduct: As a project team, we will:

Work as a team to accomplish the assigned work on time, anticipate potential problems and work together to prevent them

Keep team members informed on due dates, and other information related to the project

Stay ahead of tasks in order to make any necessary adjustments before deadlines

Participation: We will:

Encourage participation

Be open to new ideas

Be honest during all project activities

Encourage participation and team work

Communication: We will:

Use the project website, e-mail, and phone if necessary.

Have the project manager coordinate all meetings.

Have at least one face-to-face meeting per week.

Problem Solving: We will:

Encourage all group member to participate in solving problems

Try to solve problems rather than blaming people

Meeting Guidelines: We will:

Meet every Wednesday and hold other meetings as needed

Document any problems related to the project and discuss them

Work on assigned tasks

Discuss uncertainties

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SCOPE STATEMENT

Project Title: Pine Valley Furniture Company, Marketing Planning & Control System

Date: October 12, 2005 Prepared by: William Norton

Project Justification:

Alex Schuster, CEO of Pine Valley Furniture, requested this project to assist the company in meeting its strategic vision. Our goals at Matrix Data Systems are to develop a proposal to replace existing outdated hardware and software with new updated information technology infrastructure and at a reasonable cost. Updating Pine Valley’s current information technology infrastructure will reduce data retrieval times and the need for data entry personnel thus saving on labor and administrative costs. Also, utilizing newer technology will enable Pine Valley to access newer ways of doing business, such as utilizing the Internet for sales and customer access to purchase order information via a company website. The budget for the project is 75,000.

Product Characteristics and Requirement:

1. Dell Power Edge 800 Server: This system is equipped with Windows sever system,

Norton Anti-virus software which delivers fast and reliable virus detection, analysis, isolation and repair. An easily managed firewall and VPN security appliance for network security, tape backup to help protect data and keep business up and running, a three-year hardware support service that will protect network and avoid downtime, and a Power connect 2616.

2. Microsoft Access Database: This program will improve in organization and share information. Access 2003 is sophisticated enough for developers and easy enough for new users. Access 2003 supports a variety of data formats, including Extensible markup language (XML), and Open database connectivity.

3. Internet access: We recommend that PVF connect through the internet through

Southern Bell Company. SBC DSL designed high-grade videoconferencing, supporting a home or medium-sized office LAN with heavy use, uploading large documents to a shared server, or hosting a Web or email server, which will be necessary for PVF to connect to all three of its location.

4. Dell Precision workstation 370 will include: Microsoft Windows XP Professional, SP2 with Media, 48X/32X CD-RW, 512 MB of SDRAM memory, 2.80 GHz. Intel Xeon

Processor, Microsoft Office Professional Edition 2003, Adobe Acrobat 6.0 and a 17 inch

CRT monitor. The decision to stay with Dell is because PVF did not have any known problems using current desktops.

Summary of Project Deliverables

Project management related deliverables: Communication plan, business case, project charter, team contract, scope statement, cost-benefit analysis, WSB, project schedule,

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responsibility assignment matrix, prioritized risk, status reports, milestone report, minutes of meetings, lesson learned report, team contribution report, individual lessons learned report, final project presentation, final project report, and any other documents required to manage the project.

Product-related deliverables: Research reports, design documents, software code, hardware, etc.

1. Survey: Survey from current salespersons.

2. System Interfaces: Examples of the completed graphical user interface for the salespersons.

3. Reports: Company reports reflecting customer orders, total quarterly and annual sales, region sales, and product line sales.

4. Website: An easy navigable site where customers can order products.

5. Customer surveys: The survey will be integrated as part of the company’s site.

Project Success Criteria: Our goal is to complete this project within four months for no more than $75,000. The sponsor, Alex Schuster, has emphasized that due to the added complexity of the company’s operations he will like to restructure the company into functional areas.

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WORK BREAKDOWN STRUCTURE (WBS)

Prepared By: Matrix Data Systems, MDS

1.0 Preliminary

1.1 Initiating

1.1.1 Implement Communications Website

1.1.2 Define & Develop Communication Plan

1.1.3 Business Case

1.1.4 Project Charter

1.1.5 Team Contract

1.1.6 Determine Project Scope

1.1.7 Cost-Benefit Analysis

1.2 Planning

1.2.1 Work Breakdown Structure

1.2.2 Project Schedule (GAANT, Network)

1.2.3 Responsibility Matrix

1.2.4 List of Prioritized Risks

2.0 Analysis / Software Requirements

2.1

2.2

2.3

2.4

2.5

Functional Requirements

Non-Functional Requirements

Functional Decomposition & Process Models

Conceptual Data Model & Data Dictionary

Systems Models

3.0 Design

3.1 Physical DFD

3.2

3.3

Physical Relational Database Schema

System Outputs

3.4 System Inputs

3.5 Input & Processing Controls (Descriptions)

3.6 Description of System Architecture

3.7 System Flowchart

3.8 Test Plans

4.0

Development

4.1

Completed System

4.2

Complete Project & System Documentation

4.3

Presentation & System Demonstration

Date: October 8, 2005

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Network Diagram

PROJECT SCHEDULE

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Gantt Chart

PROJECT SCHEDULE

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RESPONSIBILTY ASSIGNMENT MATRIX

Organizational Breakdown

Structure

Work Breakdown Structure

1.1.1 1.1.2 1.1.3 1.1.4 1.1.5 1.1.6 1.1.7 1.2.1 1.2.2 1.2.3 1.2.4

Implement Communications Website

N

Define & Develop Communication

Plan N

Business Case

Project Charter

P

D

Team Contract

Determine Project Scope

Cost-Benefit Analysis

Work Breakdown Structure

Project Schedule (GAANT, Network)

D

E

E

N

N

Responsibility Matrix

List of Prioritized Risks

N

N

Organizational Breakdown

Structure

Functional Requirements

Non-Functional Requirements

Functional Decomposition & Process

Models

Conceptual Data Model & Data

Dictionary

Systems Models

LEGEND

N=Will Norton

P=Will Prince

E=Enid Negron

D=Darien Karaja

Work Breakdown Structure

2.1 2.2 2.3 2.4 2.5

N

D

P

P

E

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Organizational Breakdown

Structure

Work Breakdown Structure

3.1 3.2 3.3 3.4 3.5 3.6 3.7 3.8 4.1 4.2 4.3

Physical DFD

Physical Relational Database Schema

System Outputs

N

N

D

D System Inputs

Input & Process Controls

(Descriptions) E

Description of System Architecture

System Flowchart

Test Plans

Completed System

Complete Project & Sys.

Documentation

Presentation & System Demonstration

LEGEND

N=Will Norton

P=Will Prince

E=Enid Negron

D=Darien Karaja

E

P

P

N

N

N

Note: Matrix Data Systems is a very small company. Each unit (person) is responsible for an individual task. The OBS portion of the responsibility assignment matrix reflects these individual tasks and shows who’s responsible for that task. In the future, as the company grows, a more pronounced organizational structure will emerge.

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LIST OF PRIORITIZED RISKS

Prepared By: Matrix Data Systems, MDS

Ranking

1. Scope

2. Communications

3. Human Resources

4. Quality

5. Integration

6. Time

Date: October 8, 2005

Potential Risk

Lack of scope definition. Inadequate scope definition.

Inefficient or lack of communication between team members. Lack of communications with primary project sponsor.

Lack of proper conflict management. Absence of leadership.

Poor attitude among team members.

Inadequate time spent researching each aspect of the project.

Poor resources usage. Not enough planning.

Errors in estimating project deliverables due dates. Lack of task coordination.

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PRELIMINARY CASE REQUIRMENTS

The current processes and data flows of Pine Valley Sales and marketing functions have been analyzed and two data flow diagrams have been developed along with a data dictionary.

Context level diagram o Shows current scope of the marketing and planning control system, its system boundaries, external entities that interact with the system and the major data flows between the entities and the system. Refer to page six to view this diagram.

0 Level Diagram o Shows Pine Valley’s marketing planning and control system major processes, data flows, and stores at a high level. Refer to page seven to view this diagram.

Data Dictionary o A data dictionary was generated to elaborate on the entities and data flows as part of the context and level 0 data diagrams. Refer to pages 13 and 14.

Interview Results

An interview was also conducted with the client’s representative on February 22, 2005. The outcome of the interview questioning is as follows:

Questions Concerning Data Processes and Flows

1.

Current marketing and sales reports are generated using data pulled from various sources.

2.

There is 50Gbytes worth of existing data.

3.

Abandon current system if possible.

4.

Pine Valley marketing department needs a more streamlined sales forecasting and projection system.

5.

If migrating to a new database, data older than three years old will not be required.

Questions Concerning Workstation Hardware

3. We have determined that approximately 20 employees will require access to a workstation.

4.

Production department will not require access to a workstation.

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5.

Only one workstation per department required.

6.

Three workstations total will be needed for accounting, marketing and finance departments.

7.

The current desktop operating system is MS Windows 98.

8.

Will entertain proposal for new updated desktop operating system.

Questions Concerning Application Software

Questions Concerning Network Hardware and Software

9.

Will entertain suggestions for network upgrades, i.e. new servers, network connectivity.

10.

Pine Valley currently utilizes tape for data back up.

11.

Currently no RAID technology in use.

12.

Pine Valley has three separate locations w/ three separate LANS.

13.

Current wide area network utilizes slow dial up connectivity.

14.

MS Windows NT 4 is the current network operating system.

15.

Pine Valley currently is running MS SQL Server 4.0 for database software.

16.

Will entertain proposal for mobile access, i.e. PDA, laptop, Internet

Other Issues

17.

Training will be required for new hardware and software.

18.

Will accept proposal for system maintenance contracts.

19.

No electronic links to supplier. Currently utilizing paper-based ordering and invoice system.

20.

Justification will be required for exceeding $75,000 budget.

21.

Pine Valley’s system manager has database experience.

22.

Current data-entry employee may not be required if system is automated (30K/yr savings)

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SYSTEM FUNCTIONAL REQUIREMENTS

1.

The Marketing Planning and Control System (the “system”) shall ensure future usability of the business transactions, sales forecasting and customer data. a.

The system ensures that all Pine Valley business records, i.e., sales, product, quota, projection, orders, and customer data can be easily accessed and retrieved in a timely manner. b.

The system ensures that in the event of data migration, all relevant metadata,

OLE, and all other data pertaining to the Marketing Planning and Control system can be migrated to a newer or different system without loss to any vital information.

2.

The System shall capture all Pine Valley business records with respect to sales, product, quota, projection, orders, and customer data. a.

The system allows for transactional inputs for all defined business activities and will maintain a link between the record created and the transaction. b.

The system allows only authorized personnel to gain access, create or capture business records.

3.

The system shall be accountable and very reliable. a.

The system maintains an audit trail for each customer transaction. When a customer places an order, a date stamp shall be affixed to the newly created record. b.

The system shall include a data field quality control system. This ensures that accurate and consistent business records are created.

4.

The system shall maintain the business record. a.

The system ensures all records are logically organized in a coherent fashion. b.

The system shall implement measures to prevent accidental deletion of data that may still be a value to Pine Valley.

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NON-FUNCTIONAL REQUIREMENTS

1.

System Reliability Requirements a.

Must have a back-up server in the event that the primary server fails or is brought down for maintenance. b.

The system should utilize an uninterruptible power supply (UPS) system to ensure protection against brown outs and power surges. c.

The server should have anti-virus software installed. d.

The server should have a firewall implemented to protect the system from illegal access.

2.

System Usability Requirements a.

The application opens with an easy-to-navigate switchboard interface. b.

Component hints are displayed for user assistance. c.

No extensive training should be required. Users should be able to gain an intuitive understanding of the data entry screens.

3.

System Portability Requirements a.

System should be able to execute on Windows XP, 2000, 98, and ME based machines.

4.

System Efficiency Requirements a.

The system server minimum specifications shall be: i.

2, dual high-end Pentium processors with 512 L2 cache; 4GB memory – expandable to 32GB; Raid 5 or 6 HD controllers; 5 hard drive bays; fiber optic network connections. b.

Server software shall be: i.

MS SQL Server w/ appropriate CALs ii.

MS Access 2003 Front-End (desktop user) c.

Minimum user desktop hardware shall be: d.

Pentium 4; 2.8GHz; 80GB hard drive space (7200rpm); 1GB RAM; 17” flat panel monitor;

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FUNCTIONAL DECOMPOSITION

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SYSTEM MENU TREE

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CONTEXT LEVEL, CURRENT SYSTEM

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0-LEVEL, CURRENT SYSTEM

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DATA DICTIONARY, CURRENT SYSTEM

Source/Sink

Database

Sales

Products

Furniture Industry Association

Manufacturing

Finance

Data Flow

Product Line & Individual Sales

Summary Figures

Description

Contains information concerning various data

Contains information on sales staff

Contains information on Pine Valley Furniture products

Collects sales by FIC data to combine with industry reports

Receives Product Line Sales Goals Report

Receives Product Line Sales Goals Report

Description

Information used by marketing to generate Product Line Sales Goals Report

Product Line Sales Goals Report

Salesperson

Report

Tentative Quarterly Sales Goals (for coming year)

Annual

Quarterly Quota Report

Annual Customer Sales Summary

Data

Sales Staff

Information

Quarterly

Monthly Update data

Customer Update data

Sales Personnel data

Product Update data

Sales

Annual Customer Dollar Sales

Projection Report

Monthly Processed Orders

Monthly Processed

Summary Report

Sales Progress Data

Summary

Product Line Progress Report

Orders

Report shows sales goals for each quarter of the upcoming year. Copies to

Finance and Manufacturing.

January. Report generated to show the total quarterly sales for each salesperson for the prior year. This report is sent to each regional sales manager. Regional breakdown per quarter.

Submitted to Marketing dept. by regional sales managers. Used to compare with product line goals and other data. Goes into deriving qrtrly quota report.

Report generated and sent to each regional sales manager. This report also shows aggregate quarterly totals for total dollar sales , by region.

Historical input data to projection process. Provides basis for next year's projection.

Sales person insight input to projection process. Provides basis for next year's projection.

Update information containing information on sales personnel, customer information and product information

Used to update the customer file

Used to update the sales personnel file

Used to update product information file

Report generated from annual customer sales summary and sales staff regional insight data. Shows customer projections by region.

Information used by marketing to generate Monthly Processed Orders

Summary Report

Report provided monthly by the customer order system. Used for tracking sales on products.

Data used to generate the various progress reports

Marketing manager and sales managers use this quarterly report to control product sales.

Page 30 of 65

Region Progress Report

Annual Total Sales Information

Annual FIC Total Sales Report

Industry Sales Summary Report

Regional Customer Progress Report

Marketing manager and sales managers use this quarterly report to control product sales.

Information used to generate Annual Total Sales FIC Report

Report is sent to the Furniture Industry Association where it is combined with reports from other furniture makers & dealers.

FIC generates and provides PVF with a copy to use in market forecasting.

Generated and sent to each region's sales manager. Report shows customer by region and progress made toward annual sales.

Salesperson Progress To Quota

Report

Quarterly Product Line Report

Generated monthly to show sales staff progress toward sales quotas.

FIC Total Sales Report

Zero Sales Report

Processes

Process 1.0

Process 2.0

Process 3.0

Process 4.0

Process 5.0

Process 6.0

Process 7.0

Process 8.0

Data Stores

Customer File

Employee File

Progress Reports File

Generated quarterly to show regional total product line sales.

Generated and shows all sales in current year up to current quarter. Report organized by FIC.

Generated and shows products that exhibit zero sales in that quarter.

Description

Process to generate the Product Line Sales Goal Report

Process to generate the Salesperson Annual Summary Report

Process to generate the Quarterly Quota Report

Process to generate the Annual Customer Dollar Sales Projection

Process to update sales, product, and employee data

Process to generate the Monthly Processed Orders Report

Process to generate the FIC Report

Process to generate the various progress reports used by marketing

Description

Data store that holds information concerning customers

Data store that contains information concerning PVF's employees

Data store that holds the various progress reports utilized by Marketing

Page 31 of 65

CONTEXT-LEVEL, PROPOSED SYSTEM

In analyzing the previous data flow diagram and entity relationship diagram, we determined that there needed to be clarification of data flows and where they are going. For example, in the previous data flow diagram deliverable, we showed that Sales Progress information data flowing from the Products entity to the Marketing Planning and Controlling System. We believe this does not represent an accurate depiction of the actual Sales Progress Information Data Flow. So, in the proposed system, we reengineered the entity relationship diagram and entity to illustrate a more streamline and accurate data flow. Please note that no data flows have been deleted.

Page 32 of 65

0-LEVEL, PROPOSED SYSTEM

Page 33 of 65

0-LEVEL, PROPOSED SYSTEM (cont.)

Page 34 of 65

DATA DICTIONARY, PROPOSED SYSTEM

Source/Sink

Database

Sales

Marketing Personnel

Furniture Industry Association

Management

Web Consultant

Customer

Accounting

Data Flows

Product Line Sales Goal Data

Product Line Sales Goals Report

Individual Sales Summary Figures

Salesperson Annual Summary Report

Tentative Quarterly Sales Goals

Data(for coming year)

Quarterly Quota Report

Customer Sales Projection Data

Sales Staff Sales Information

Annual Customer Dollar Sales

Projection Report

Monthly Update data

Sales Personnel Information

Product Update Information

Customer Update Information

Sales Progress & Monthly Processed

Orders Data

Monthly Processed Orders Summary

Report

Annual Total Sales Information

Annual Total Sales FIC Report

Order Data

Data Dictionary

Description

Contains information concerning various product and sales data

Contains information on sales staff and sales information

Performs database monthly updates to Product, Employee, & Customer files.

Collects sales by FIC data to combine with industry reports

Includes Marketing, Finance, Manufacturing and Sales management

Consultant displays online product catalog and allows customers to submit online surveys which are then sent to PVF.

Source of order data

Handles customer billing & shipping logistics.

Description

Data used to prepare Product Line Sales Goal Report

Report shows sales goals for each quarter of the upcoming year. Copies to

Finance and Manufacturing.

Figures used to generate Salesperson Annual Summary Report

January. Report generated to show the total quarterly sales for each salesperson for the prior year. This report is sent to each regional sales manager. Regional breakdown per quarter.

Submitted to Marketing dept. by regional sales managers. Used to compare with product line goals and other data. Goes into deriving qrtrly quota report.

Report generated and sent to each regional sales manager. This report also shows aggregate quarterly totals for total dollar sales , by region.

Data used to prepare the Annual Customer Dollar Sales Projection report

Sales person insight input to projection process. Provides basis for next year's projection.

Report generated from annual customer sales summary and sales staff regional insight data. Shows customer projections by region.

Update information containing information on sales personnel, customer information and product information

Used to update the sales personnel file

Used to update product information file

Used to update the customer file

Information used by marketing to generate Monthly Processed Orders Summary

Report

Report provided monthly by the sales order system. Used for tracking sales on products.

Information used to generate Annual Total Sales FIC Report

Report is sent to the Furniture Industry Association where it is combined with reports from other furniture makers & dealers.

Consists of information related to an already processed customer order.

Page 35 of 65

FIC Total Sales Report

Product Line Goals Data

Product Line Progress Report

Generated and shows all sales in current year up to current quarter. Report organized by FIC.

Consists of data related to the product line. Information is used to generate the

Product Line Progress Report

Marketing manager and sales managers use this quarterly report to control product sales.

Sales Quota Data

Salesperson quota data used to generate Salesperson Progress To Quota Report.

Salesperson Progress To Quota Report Generated monthly to show sales staff progress toward sales quotas.

Zero Sales Report Generated and shows products that exhibit zero sales in that quarter.

Region Progress Report

Regional Customer Progress Report

Quarterly Product Line Report

Product Update Data

Marketing manager and sales managers use this quarterly report to control product sales.

Generated and sent to each region's sales manager. Report shows customer by region and progress made toward annual sales.

Generated quarterly to show regional total product line sales.

Data used to generate Online Catalog Update Information for Web Consultant services.

Online Catalog Update Information

Customer Survey Report

Customer Survey Report Information

Customer Survey Data

Quarterly Industry Sales Report

Quarterly Industry Sales Information

Customer Order Data

Customer Order Information

Tentative Quarterly Sales Information

Customer Invoice

Industry Sales Data

Processes

Process 1.0

Process 2.0

Information sent to Web Consultant who provides online product catalog services for PVF.

Report received from Web Consultant which provides crucial customer satisfaction survey data.

Information derived from Customer Survey Report and stored in Survey Store.

Data used to generate the Customer Satisfaction Report provided to

Management.

Industry report information provided by FIA.

Information derived from Quarterly Industry Sales Report and stored in FIC

Industry Sales Store.

Consists of new customer order information; products purchased, & cost.

Information derived from Customer Order Data and stored in Order Store.

Derived from Tentative Qrtrly Sales Goals Data (from Sales) and stored in

Tentative Goals Store.

Invoice report of the customer order information; products purchased, & cost.

Used to generate Product Line Market Share Report.

Description

Process to generate the Product Line Sales Goal Report

Process to generate the Salesperson Annual Summary Report

Process 3.0 Process to generate the Quarterly Quota Report

Process 4.0

Process 5.0

Process 6.0

Process 7.0

Process 8.0

Process 9.0

Process to generate the Annual Customer Dollar Sales Projection

Process to update sales, product, and employee data

Process to generate the Monthly Processed Orders Report

Process to generate the FIC Report

Generate FIC Total Sales Report

Generate Product Line Progress Report

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Process 10.0

Process 11.0

Process 12.0

Process 13.0

Process 14.0

Process 15.0

Process 16.0

Process 17.0

Process 18.0

Process 19.0

Process 20.0

Process 21.0

Process 22.0

Data Stores

Customer Store

Employee Store

Reports File

Survey Store

FIC Industry Sales Store

Order Store

Product Line Goals Store

Tentative Goals Store

Sales Projection Store

Quota Store

Product Store

Generate Zero Sales Report

Generate Saleperson Progress to Quota Report

Generate Region Progress Report

Generate Regional Customer Progress Report

Generate Qrtrly Product Line Report

Transfer Website Product Catalog Update Information

Process & Generate Customer Survey Report.

Generate Customer Satisfaction Report

Receive & Store Industry Sales Summary Report

Store Tentative Qtrly Sales Goals data

Input Customer Order Information

Generate Customer Invoice

Generate Product Line Market Share Report.

Description

Data store that holds information concerning customers

Data store that contains information concerning PVF's employees

Data store that holds the various progress and website reports utilized by PVF management.

Data store that holds customer survey reports compiled from the company's website.

Data store that holds quarterly Furniture Industry Association sales and market share data.

Data store for all customer orders.

Data store for product line goals.

Data store for tentative sales goals.

Data store for individual customer sales projections.

Data store for Sales Quotas.

Contains data concerning PVF products.

Page 37 of 65

ENTITY RELATIONSHIP DIAGRAM (ERD)

Page 38 of 65

ENTITY RELATIONSHIP DIAGRAM METADATA

METADATA For Pine Valley Furniture Company's Marketing and Control Database

ER Diagram

Name

Aggregate_ID

Aggregate_Year

Aggregate_FirstQ

Aggregate_SecondQ

Aggregate_ThirdQ

Aggregate_FourthQ

Sales_Region_Num

Name

Sales_Region_Num

Customer_Num

Annual_Sales

Annual_Sales_Year

Name

Customer_Num

Customer_Business_Name

Customer_Address

Customer_City

Customer_State

Customer_Zip_Code

Sales_Region_Num

FIC_Code

Name

FIC_Code

FIC_Description

Name

Sales_Region_Num

Product_Line_ID

Industry_Sale_Date

Industry_Sale_Dollars

Name

Type

Single

Text

Currency

Currency

Currency

Currency

Single

Field

Type

Single

Integer

Double

Text

Field

Type

Integer

Text

Text

Text

Text

Text

Single

Single

Field

Type

Single

Text

Field

Type

Single

Integer

Text

Double

Field

Type

Table: AGGREGATE

Size Description

4

4

Primary key.

Year. 4-digit year.

8

8

First quarter region quarterly target in dollars.

Second quarter region quarterly target in dollars.

8

8

Third quarter region quarterly target in dollars.

Fourth quarter region quarterly target in dollars.

4

Foreign key.

Table: ANNUAL_C_SALES

Field

Size

4 Primary and foreign key.

Description

2 Primary and foreign key.

6

4

Total dollar sales for a given customer.

Year. 4-digit year.

Field

Size

2

Table: CUSTOMER

Description

Primary key. Each customer is given a unique number.

20 20 character alphanumeric.

25

25

Customer address.

Customer city.

Customer state.

255

25

4

Customer zip code. 5 digit.

Foreign key.

4

Foreign key.

Table: FIC

Field

Size Description

3

25

Primary key. Furniture Industry Code. 3-digit code.

Description of code.

Table: FIC_INDUSTRY_SALE

Field

Size

4 Primary and foreign key.

Description

2

4

8

Primary and foreign key.

Industry sales date.

Industry sale dollars per region and product line.

Table: ORDER

Field

Size Description

Page 39 of 65

Order_Num

Order_Date

Customer_Num

Sales_Person_Num

Name

Order_Num

Product_Num

Order_Qty

Name

Product_Num

Product_Description

Product_Cost

Product_Line_ID

Name

Product_Line_ID

Product_Line_Name

Name

Product_Line_Goal_ID

Product_Line_Goal_Year

Product_Line_Goal_FirstQ

Product_Line_Goal_SecondQ

Product_Line_Goal_ThirdQ

Product_Line_Goal_FourthQ

Product_Line_ID

Quota_ID

Quota_Year

Name

Quota_FirstQ

Quota_SecondQ

Quota_ThirdQ

Quota_FourthQ

Sales_Person_Num

Sales_Region_Num

Long

Integer

Date/Time

Integer

Single

4

8

Primary key.

The date the order was submitted.

2 Foreign key.

4 Foreign key.

Table: ORDERED_PRODUCT

Field

Size Description

Field

Type

Long

Integer

Text

Integer

Field

Type

Text

Text

Double

Integer

Field

Type

Integer

Text

Field

Type

Single

Text

Double

Double

Double

Double

Integer

Field

Type

Single

Text

Double

Double

Double

Double

Single

Single

4

4

Primary and foreign key.

Primary and foreign key.

2

The product and quantity ordered.

Field

Size

Table: PRODUCT

Description

4 Primary key and unique product number.

25

8

Description of product.

The customer cost to purchase the product.

2

2

Foreign Key.

Table: PRODUCT_LINE

Field

Size

Primary key.

Description

15

4

The name of the product line. 15 character alphanumeric.

Table: PRODUCT_LINE_GOAL

Field

Size

Primary key.

Description

4

The year in which the product line goals are set.

6

First quarter product line goal in dollars. 6 digit numeric.

6 Second quarter product line goal in dollars. 6 digit numeric.

6

6

2

Third quarter product line goal in dollars. 6 digit numeric.

Fourth quarter product line goal in dollars. 6 digit numeric.

Foreign Key.

Table: QUOTA

Field

Size

4

4

8

8

8

8

4

4

Description

Primary key.

The year in which the sales quota is made.

The expected sales for a given salesperson in the 1st quarter.

The expected sales for a given salesperson in the 2nd quarter.

The expected sales for a given salesperson in the 3rd quarter.

The expected sales for a given salesperson in the 4th quarter.

Foreign key.

Foreign key.

Page 40 of 65

Name

Tentative_ID

Sales_Person_Num

Tentative_Year

Tentative_FirstQ

Tentative_SecondQ

Tentative_ThirdQ

Tentative_FourthQ

Name

Survey_ID

Survey_Date

Customer_Num

Survey_Q1

Survey_Q2

Survey_Q3

Survey_Q4

Survey_Q5

Name

Sales_Person_Num

Sales_Person_LName

Sales_Person_FName

Sales_Person_Phone

Sales_Person_Fax

Supervisor_ID

Sales_Region_Num

Name

Sales_Projection_ID

Sales_Projection_Year

Sales_Projection_Dollars

Customer_Num

Name

Sales_Region_Num

Sales_Region_Name

Sales_Manager_Num

Field

Type

Single

Text

Text

Text

Text

Single

Single

Field

Type

Single

Text

Currency

Integer

Field

Type

Single

Text

Single

Field

Type

Single

Single

Text

Double

Double

Double

Double

Field

Type

Single

Date/Time

Integer

Text

Text

Text

Text

Text

Table: SALES_PERSONNEL

Field

Size

4

Description

Primary key and unique sales person number.

15 Sales person last name.

15

12

Sales person first name.

Sales person phone number.

12

Sales person fax number.

4

4

The supervising sales person.

4

4

Foreign key.

Table: SALES_PROJECTION

Field

Size

Primary key.

Description

The year the projection is made.

8

The sales projected for a given customer.

2

Foreign key.

Table: SALES_REGION

Field

Size Description

4

25

Primary key and unique region number.

Sales region name.

4

4

The managing sales person.

Field

Size

Table: TENTATIVE

Primary key.

Description

4

4

8

8

8

8

Foreign key.

The tentative quarterly sales year.

1st quarter tentative quarterly sales goals submitted by sales.

2nd quarter tentative quarterly sales goals submitted by sales.

3rd quarter tentative quarterly sales goals submitted by sales.

4th quarter tentative quarterly sales goals submitted by sales.

Table: SURVEY

Field

Size

4

8

2

50

50

Description

Primary key.

Date the survey was submitted.

Foreign Key.

Survey question response.

Survey question response.

50

50

50

Survey question response.

Survey question response.

Survey question response.

Page 41 of 65

Survey_Comments

Name

Invoice_Num

Order_Num

Invoice_Date

Name

Invoice_Num

Product_Num

Shipment_QTY

Shipment_Date

Memo

Field

Type

Long

Integer

Long

Integer

Date/Time

Field

Type

Long

Integer

Text

Integer

Date/Time n/a Additional survey comments.

Table: INVOICE

Field

Size Description

Auto

Primary key.

Auto

Foreign key.

2

Date Invoice was generated.

Field

Size

Table: SHIPMENT

Description

Auto

4

Auto

2

Part of Composite Key and Foreign Key of INVOICE table

Part of Composite Key and Foreign Key of PRODUCT table

Date order shipped.

Page 42 of 65

PHYSICAL DATAFLOW DIAGRAM

Page 43 of 65

PHYSICAL DATAFLOW DIAGRAM (Cont.)

Page 44 of 65

DATABASE ARCHITECTURE

Page 45 of 65

SYSTEM INPUT FORMS & SAMPLE REPORTS

System Switchboard

The switchboard is the main menu for the Pine Valley Marketing Planning & Control System.

From this form, marketing and sales personnel can navigate to the various input forms and reports the system provides. The switchboard also has an application exit command button located in the lower right-hand part of the switchboard.

Page 46 of 65

Reports Main Menu

The reports main menu provides marketing and sales personnel access to the various annual, quarterly, and monthly reports Pine Valley Furniture management requires to perform sales projections and sales progress monitoring.

Page 47 of 65

Sample Reports

Page 48 of 65

Customer Form

The Customer form allows sales personnel to enter new customers and new customer orders.

The old Pine Valley order system was a separate system and deriving reports from it was not as efficient due to fragmented data. With this new system, customer orders are entered directly and reports can be generated more efficiently due to the integration of customer order data.

Page 49 of 65

Product Form

The Product form allows sales and marketing personnel easy access to product information.

New products can be entered into the system and existing product information can be edited with ease. The Product form also displays inventory information about each product and the work centers responsible for producing the product.

Page 50 of 65

Invoice Form

The Invoice form allows accounting personnel access to customer invoices for billing purposes.

The Invoice form displays data concerning order number, invoice number and the products ordered and quantity.

Page 51 of 65

Invoice Form

The Tentative Sales Goals form allows sales personnel to enter tentative sales goals data for each quarter of the year. Marketing uses this data to develop sales projections and sales quotas.

Page 52 of 65

INTERNET CONSIDERATIONS

For the WAN network connectivity we suggest utilizing Verizon Business DSL services.

This DSL will improve connectivity between the three office locations significantly over the dial-up service that is currently being employed. They provide the following services:

Up to 7.1M down stream / 768k upstream

Static IP addressing

Research, surfing & e-mail

Receive/send large text, graphic & photos

Audio / video streaming

Remote users access your network

Connect multiple users to one DSL line

Video-conferencing

Remote dial-up access for use when traveling

Maintain a website

Conduct e-commerce

Remote Dial-up Access (unlimited)

• e-Mail accounts (10 .net or 3 domain)

Domain registration (included)

24/7 live technical support

30-day money back guarantee

Page 53 of 65

IMPLEMENTATION PLAN

1.

Equipment Housing a.

Due to the high operating temperatures networked equipment are susceptible to, all networking equipment such as routers, Cisco switches, patch panels, equipments racks, etc., should be housed in a temperature and humidity controlled environment.

Electronics equipment does not perform well under hot and humid conditions for sustained long periods of time without succumbing to intermittent problems. b.

We strongly suggest (optional however) utilizing a temperature and humidity chart recorder that is capable of recording on a 31-day scale and recording temperatures between 20 to 120°F and 0 to 95% relative humidity with ±3% accuracy. We suggest purchasing the following for each network equipment space: i.

Dickson model THDX, 8" Temperature, Humidity &

Dew Point Chart Recorder with Remote Probe, list price $659.00 ii.

Dickson chart paper, part number C480, list price

$24.00 per pack of 60.

Page 54 of 65

iii.

Dickson AC Adaptor, part number R012, list price

$25.00.

This equipment can be purchased online at http://www.dicksonweb.com/info/home.php c.

We suggest maintaining the temperature in each network equipment space between 0° C and 20° C (32°F and

68°F). d.

Desktop hardware such as computers, laser jet printers, and scanners that support work group functions however, do not require any special environmental controls outside of normal office environmental conditioning.

2.

Electrical Power Considerations a.

For power considerations we recommend that all noninductive electronics equipment be provided “clean” power. This would entail installing separate electrical power lines for all networked equipment spaces. b.

Examples of non-inductive equipment are desktop computers, switches and routers. These types of equipment are susceptible to intermittent damage due

Page 55 of 65

to power fluctuations that would occur if inductive electrical equipment such as motors and generators were powered from the same power line.

3.

Security a.

For security considerations we recommend securing all networked equipment spaces against possible unauthorized access. Simple but effective ways to secure a space are: i.

Cipher locks on all network equipment space access doors. ii.

Written security policy which lists authorized

I.T. personnel.

Installation of Equipment

1.

Cabling a.

Adirondack Cabling, Inc. will provide cabling installation service for all horizontal and vertical distributions. Scope of work are as follows: i.

Install UTP cabling. Adirondack Cabling will install CAT 6 cable from IDF to designated location under raised floor. Terminate cable in

Page 56 of 65

CAT 6 jack installed in duplex faceplate. At the hub end terminate cable in CAT 6 patch panel. ii.

Label and test all UTP cables. Adirondack technicians will check end-to-end continuity on all four-wire pairs and also ensuring that the cable under test has the correct wiring scheme. iii.

Install fiber optic cabling. Adirondack will install 6 strand, MM fiber optic, as a feed from

MDF to IDF. Install finer in 1” inner duct for protection of fiber. Terminate fiber in rack mount cabinet provided by APC with 6 port coupler panels. The individual fiber strands will be terminated with SC MM unicams. iv.

Install 12” ladder rack in each IDF for cabling routing and stabilization of rack.

2.

Computer and Network Hardware and Software a.

All network, computer, and support equipment and software will be received, tested, and installed by the consulting firms own I.T. technicians. Costing for this service is provided in the costing section of this report.

Page 57 of 65

Training

1.

Training will be required for all I.T. personnel regardless of current experience level. This will be as follows: a.

Demonstrations of the system to all users and I.T. personnel will be provided by the consulting firm. b.

Further training for I.T. personnel will consist of troubleshooting and repair methods for all network equipment. If required, onsite vendor training will be contracted. At this time however, all network system training will be provided by the consulting firm. Please refer to the costing section for appropriate costing figures.

Going Online

1.

Cutover Method a.

After the system has been installed and tested we suggest adopting a pilot cutover method for deployment. b.

During pilot cutover, only a small portion of the system will be brought online for users to test and evaluate. For example, only engage one floor of PVF main office for testing purposes. Once the “bugs” have

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been worked out in the pilot group, duplication of the system can occur for each floor. Implementing the system in sections or groups, we believe, will limit frustration and confusion.

Page 59 of 65

IMPLEMENTATION TIMELINE

Page 60 of 65

Testing Plan

Testing Goals

1.

Eliminate syntax errors

2.

Identify and screen user input errors

3.

Eliminate logic errors

4.

Eliminate the potential for runtime errors

5.

Evaluate system speed performance

6.

Evaluate system security

7.

Validate system integrity

8.

Evaluate the level of user acceptance

9.

Evaluate system documentation

We will be involved in all phases of the testing cycle until project completion and implementation. Pine Valley Furniture testing phases will be as follows:

Testing Progression

A.

Design Phase Testing

1.

Syntax Testing

2.

User Interface Testing

B.

Development Phase Testing

1.

Program Module Testing

2.

Integrated Module Testing

3.

System Testing

C.

Implementation Phase Testing

1.

User-Acceptance Testing

Testing Plan Documentation Example

Customers Order Testing Control Sheet

Project PVF Marketing Planning & Control System

Customer Information Description Comment

Syntax customer financial data completed

User Interface customer information form completed

Page 61 of 65

customer finance form

Program Module customer finances database maintenance: blank form, customer financial data form

Integrated Module customer finances database maintenance merge with customer database

System new PVF main menu options: customer, product, invoice, survey tentative sales, product line goals, customer sales projection, sales quota, sales personnel

Pilot

PVF marketing planning and control system upgrade completed completed completed completed in progress completed

User Acceptance

PVF upgrade in progress

Customers Testing Procedure

Project PVF Marketing Planning & Control System Product customer form

Test Description user interface-customer information screen form

Test Data completed customer name

Expected Results displays customer name to screen

Comment displays blank form add new customer completed save customer info completed preview order save information displays detail customer order completed main completed returns to main screen interface menu

Page 62 of 65

PVF Marketing Department’s Planning & Control System

Training

The PVF system training will be provided in these two types of formats: Hands-On Exercises and Tutorials. Also, there are selfpractice tutorials at the end of each session for those who like to explore more.

Training Manual

Objectives

Schedule

System Overview

Narrative

User’s System Diagram

Menu Options

Demonstrations Topics

Hand-On Exercises

Quick References Guide

Notes

Pine Valley Furniture Training Schedule

Session 1: Tuesday, 9:00 -12:00 pm, for all sales employees.

1. Information System Overview

2. Demonstrations of the PVF Interface

3. Break

4. Hands-On Exercises

5. Description of the Procedures Manual

Session 2: Wednesday, 9:00-12:00 pm, for all sales employees.

1. Hands-On Review Exercise

2. Demonstrations of the PV Update Subsystem

3. Hands-On Exercise on the Update Subsystem

4. Break

5. Demonstration of the Sales Transaction and Order Subsystem

6. Hands-On Exercise on the Sales Transaction and Order

Subsystem

7. Hands-On Review Exercise

Session 3: Thursday, 9:00-12:00 pm, for the IT Department and owner.

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1. Demonstration of the 4GL Software Tutorials

2. Hands-On Problems-Solving Exercise

3. Break

4. Description of Procedures Manual

5. Q&A Session

Session 4: Friday, 9:00-12:00 pm, for the IT Department and owner.

1. Demonstration of the Correspondence Subsystem

2. Demonstration of the Sales Trending Subsystem

3. Demonstration of the Reports Subsystem

4. Break

5. Demonstration of the Internet Connection Subsystem

6. Overview of the System Hardware

Pine Valley Furniture Hands-On Training Exercise

EXERCISE 1-- You have a New Customer

Part A: System Startup

1. Turn on your computer.

2. Start the Pine Valley Furniture Switchboard Application

(click on the PVF icon)

Part B: Customer Accounts Information Screen and Customer

Financial Data

1. Select add new customer by clicking the New Customer

Command button on the right of the screen.

2. Click on Add New Customer

3. Complete customer information screen

4. Save (customer had been added)

Part C: Order Entry

1. Select new order from order entry screen

2. Complete the required fields

3. Save information

4. Click on Create Invoice

5. Save invoice

6. Select preview order info

7. Summit order

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Part D: System Exit

1. Click main to return to PVF screen

2. Close application

3. Turn computer off

Page 65 of 65

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