EINSTEIN ON-LINE UNIVERSITY SYSTEM (SPECIALIZING IN CAREER EDUCATION) Technical Proposal Prepared for the Executive Director The Institute of Cost and Management Accountants of Bangladesh (ICMAB) Prepared On: June 11, 2012 Dhaka Office H#27&29, R#13, Nikunja 2, Khilket Phone: 01919672863 Proposal Prepared By: Tania Ali USA Office 8686 W 96th Street Lenexa, KS 66212 Phone: 1-408-493-4491 Web Tools For Education Management Web tools for education management June 11, 2012 To the Executive Director, Institute of Cost and Management Accountants of Bangladesh Dear Sir, This proposal will outline in detail all aspects of how the Orbund Online Education Management System will satisfy the ICMAB requirements and create an efficient and useful working flow for your organization. Our Online Education Management System for universities is called Einstein. The Einstein system provides an integrated solution for instructors, administrators, and students. I look forward to the opportunity to discuss this information in more detail. Please feel free to contact us anytime, Sincerely, Md. Arefin Akanda Marketing Executive Orbund Bangladesh Email: chamon@orbund.com Phone: 01743055464, 01616658836 Arif Joarder CEO Orbund Email: arif@orbund.com Phone: 011- 2 Web tools for education management Contents Executive Overview ....................................................................................................................................... 5 About Orbund............................................................................................................................................ 5 About ICMAB ............................................................................................................................................. 5 Identification of the Problem ................................................................................................................ 6 Justification for Proposed Work ............................................................................................................ 6 Objectives for this project ..................................................................................................................... 6 Hardware requirements ............................................................................................................................ 7 Software requirements ............................................................................................................................. 7 Orbund software development tools ........................................................................................................ 8 Required Technical Resources (for ICMAB)............................................................................................... 9 Database Architecture............................................................................................................................... 9 Data Flow Diagram ..................................................................................................................................10 Database server & Development code ...................................................................................................10 System Implementation ..........................................................................................................................10 Meetings & Training Process ...................................................................................................................11 Step 1: Kickoff Meeting .......................................................................................................................11 Step 2: Progress Meetings ...................................................................................................................11 Step 3: Training....................................................................................................................................11 System implementation Gaant Chart (sample based on 6/18 start date -subject to change) ..............12 Client Services ......................................................................................................................................... 13 Existing data ............................................................................................................................................13 ICMAB existing accounts software integration process ..........................................................................13 Work Plan ................................................................................................................................................ 14 Forms .......................................................................................................................................................20 Security ........................................................................................................................................................21 Application Security ................................................................................................................................21 Data Security ........................................................................................................................................... 21 3 Web tools for education management Technical Support ........................................................................................................................................22 Einstein Cost ................................................................................................................................................23 4 Web tools for education management Executive Overview About Orbund Orbund Systems is a leading provider of web based University administration software. We provide powerful, easy to use solutions for a wide variety of educational facilities, including K-12, Universities and career schools. ICMAB would optimally benefit from the Orbund Einstein solution which is a complete, web-based, advanced career institute workflow solution. Einstein can manage all aspects of your institute from student information management and on-line applications to professional certification. Orbund Software was launched in 2003 in the United States by Mr. Arif Joarder. We have well over 150 clients around the world, including seven prestigious university clients in Bangladesh. Orbund has offices in Dhaka, Bangladesh and Lenexa, Kansas in the United States. About ICMAB The Institute of Cost and Management Accountants of Bangladesh (ICMAB) is the only national institute in the country providing training and education in the field of cost and management accounting. The organization’s objectives include: • Regulate and develop the Cost and Management Accounting profession in Bangladesh • Confer high quality professional degrees in Cost and Management Accounting • Training and education to corporate managers and students of CMA for to enhance their capability in the fields of Cost and Management Accounting • Develop knowledge, skills and competence of the CMAs towards supporting economic development of the country • Help adoption and implementation of International Accounting Standards (IAS) and International Financial Reporting Standards (IFRS) in Bangladesh 5 Web tools for education management Identification of the Problem Current work processes at ICMAB are primarily handled through manual means, which can result in loss, error and misapplication of data. Delays in processing as a result of a slower system can also be time consuming and a waste of resources. Justification for Proposed Work As the institute grows and has an increased influx of data to maintain and process, an intelligent automated system such as Orbund Einstein will greatly assist in streamlining the tasks and workflow. Security and integrity of data is also ensured through the usage of our system. In the long run, you will see a definite reduction of costs as a result of data errors and a return on your investment as you witness ICMAB streamlined processes, making your work easier, more secure and faster every day. Objectives for this project • • • • • Manage the application/enrollment process Track and manage student information Track and manage instructor information, grades, etc. Capture and manage all existing data Create a system that will grow with your organization 6 Web tools for education management Hardware requirements The Orbund Einstein is a web based system. All application software and data are stored on dedicated cloud servers managed by Orbund Systems. The application server is in one location only, and all locations share the same code base. The cloud servers are scalable to any configuration depending on the load a client is expecting. We can easily add more processors, memory and storage space as needed. This means that the ICMAB does not need to make any major hardware purchases. All that is required is a personal computer powered by a Pentium (or newer processor) with internet access and containing Windows XP (or newer) or Linux/Unix Systems. Apple computers and browsers are also supported. Software requirements This system only requires a web browser and an internet connection for operation as Einstein is a web based solution. User name and password will be required to access the system. Any of the following browsers are free to download and install and will work with the Orbund system: 1. Internet Explorer 8 for the following operating systems: • • • • Windows XP Windows Vista Windows Server 2003 Windows Server 2008 (Generally the later the version the better the security, speed and performance) 2. Mozilla Firefox version 6.0 or newer 3. Google Chrome 13.0 4. Apple Safari 5.0 or newer The optimal speed for using the Orbund Einstein system is 1 mbps. However, the system can also run well at 512 kbps with 2-3 people using the system concurrently. The number of people that can use the system concurrently would depend on the connection fitness and speed. Internet fitness refers to the strength of the connection- for e.g. a broadband internet connection would be better to handle system requirements that a wireless modem connection. 7 Web tools for education management Orbund software development tools Typically, the software runs on a Linux server with MySQL .1 database. The software is written in JAVA and is therefore platform independent. For data security, we provide SSL digital certificates. Secure Socket Layer (SSL) is a protocol which is the method of choice for securing data transmissions across the Internet. SSL is an integral part of most Web browsers and Web servers and makes use of the public-and-private key encryption system. In order to make an SSL connection, the SSL protocol requires that a server should have a digital certificate installed. A digital certificate is an electronic file that uniquely identifies individuals and servers. Digital certificates serve as a kind of digital passport or credential which authenticate the server prior to the SSL session being established. Typically, digital certificates are signed by an independent and trusted third party to ensure their validity. The "signer" of a certificate is known as a Certification Authority (CA), such as VeriSign, thawte and GeoTrust. The basic platform for the Orbund Einstein software is Java. We use JSP scriptlets to generate all the business logic for the Academics and financial dealings. We provide communication gateways to other software via Web services with REST and SOAP technologies. SOAP refers to Simple Object Access Protocol. SOAP is mostly used for Enterprise applications to integrate wide types and no. of applications and another trend is to integrate with legacy systems, etc. The acronym REST stands for Representational State Transfer; this basically means that each unique URL is a representation of some object. You can get the contents of that object using an HTTP GET, to delete it, you then might use a POST, PUT, or DELETE to modify the object (in practice most of the services use a POST for this). Our database primarily is MySQL though we do provide data storage using other providers like Microsoft Access, MS SQL Server, PostgreSQL etc. 8 Web tools for education management Required Technical Resources (for ICMAB) The Orbund Einstein system is an easy to use web based software providing different levels of access and functionality to students, instructors, administrators and other staff as needed. A dedicated administrator to manage the system is preferable (this would ideally be a technically trained person). In addition, sub-administrators may manage specific functionalities of the system. For example, an institution has a dedicated administrator to manage the system, while there may be Registrars to handle registrations and Accountants to handle the accounts/financial section. We recommend that ICMAB assign a dedicated technically sound resource as the Administrator who has been completely trained to use and manage the Orbund Einstein system. The sub-administrators can be university staff members or faculty. In most cases, the users will find the system intuitive and simple to use regardless of technical ability. Database Architecture Orbund uses the UNICORE (UNiform Interface to COmputing REsources) grid computing technology that provides seamless, secure, and intuitive access to a distributed Grid resource such as cluster systems and information stored in databases. The architecture of UNICORE consists of three layers, namely user, server, and target system tier. The user tier is represented by various clients. The clients use SOAP Web services to communicate with the server tier. The servers are accessible only via the Secure Socket Layer (SSL) protocol. Available UNICORE services include job submission and job management, file access, file transfer (both client-server and server-server), storage operations, and workflow submission and management. 9 Web tools for education management Data Flow Diagram Database server & Development code We host our software in our own dedicated server including the database and the application. We do not provide hosting in the client site. The application server is in one location only, and all locations share the same code base. System Implementation You will be assigned a system implementation manager. This manager will arrange an initial kick-off meeting with you (the client) to discuss any special needs and establish an implementation time line. The manager would be the primary contact during the implementation period of the system configuration. Any modification requests and usage clarification will be provided by the manager before the system goes Live. 10 Web tools for education management Meetings & Training Process Step 1: Kickoff Meeting This meeting is intended to introduce the new client to their project management team. During the meeting, the Project Manager would gain an understanding of any customization and general goals that will need to be addressed throughout the implementation. During the first several weeks of this process, Orbund will collect all the data files in association with ICMAB to begin migrating data into the Einstein database. Step 2: Progress Meetings These meetings are intended to provide implementation updates for the client every two weeks. The client's Project Manager will do a “screen-share” meeting online to show the client all progress since the last meeting. The client is then able to critique the look & feel, functionality, and work that has been completed up to that date. These meetings will continue throughout the implementation of six months (120 working days). Step 3: Training Once the client is satisfied with the system functionality, Orbund will begin training client representatives on how to use the system in preparation for launch. Orbund provides unlimited web training. We also provide on-site training for large groups, and may charge a small travel fee for consistent on-site training (if we have to come and train on site on a regular basis). Costs are shown on the cost page of this document. After the deployment data is received by Orbund, you will be provided with a deployment schedule. Custom programming feature requests may prolong the deployment time frame. 11 System implementation Gaant Chart (sample based on 6/18 start date -subject to change) Web tools for education management 12 Web tools for education management Client Services After the system goes live you may start using the system per design. From that point the implementation team will assign you a new contact person from the client service department to address any ongoing questions and issues. Existing data Orbund will collect the student data from ICMAB in any of the following formats: • • • Microsoft Access Microsoft Excel Any other CSV (comma separated value) format Orbund will work with ICMAB to ensure that the data is uploaded efficiently in the correct format. Orbund will carry out any data conversions as needed. ICMAB existing accounts software integration process ICMAB currently is using accounting software to manage their internal accounting affairs. Orbund will build a custom desktop application to communicate with the accounting software database and the Orbund database and synchronize the data between the two packages, the synchronization of which will eventually be automated. The data from the accounting software database will be compared with the data in the Orbund system. When the comparison is completed- part or all the data in the target database will be updated to match the data in the source database. Data will then be fired from this desktop application to the Orbund system either at 30 minute intervals or at any other time interval as specified by ICMAB. 13 Web tools for education management Work Plan ICMAB WORKFLOW ORBUND EINSTEIN SYSTEM FLOW 1. Student goes to an online form to fill out in order to determine admission eligibility. If the student meets admission requirements, he/she will have to visit the ICMAB admission office to pay admission fees. The student will go to ICMAB Accounts office and pay the Application form fees, and then the Accounts office will provide a money receipt. Student goes to an open (accessible without login) online form on the ICMAB website to determine admission eligibility. Student fills out form and hits the submit button. The Orbund system will immediately notify the student if he/she is eligible for admission. If the student meets admission requirements, he/she will have to visit the ICMAB admission office to pay admission fees. The student will go to ICMAB Accounts office and pay the Application form fees, and then the Accounts office will provide a money receipt. 2. Student will give the money receipt to the ICMAB admission office, where his demographic and payment information is recorded. Student will give the money receipt to the ICMAB admission office, where his demographic and payment information is recorded. The office staff (Sub-Administrator) will access the Students->Student Records page on the Einstein system and enter the Student Record. Einstein will generate a login and temporary password for the student, which can be provided immediately or automatically emailed or sent by SMS to the student. 14 Web tools for education management 3. Student will provide application information to ICMAB and his/her eligibility to take an application exam or direct admission is considered. Student will provide application information to ICMAB and his/her eligibility to take an application exam or direct admission is considered. Administrator will access the Students>Applications page on the Einstein system and fill up the application form and then hit the Submit button to post the information to the system. The Automatic Evaluation System in ORBUND will then review the application and define the status of the applicant whether they are eligible to register directly or are required to give an admission test. The Orbund system will then send auto alerts as email & SMS, defined for each status and the students will get notified accordingly. 4. Those who passed Admission test and who were directly selected for the Admission, goes to Admission office first & collects the Voucher, Then student will go to bank & pay the Admission fees and collects the voucher provided by the Bank. Student gives the voucher to the accounts office to collect a money receipt. Those who passed Admission test and who were directly selected for the Admission, goes to Admission office first & collects the Voucher, Then student will go to bank & pay the Admission fees and collects the voucher provided by the Bank. Student gives the voucher to the accounts office to collect a money receipt. The Orbund system generates a voucher for the students that are eligible to take the 15 Web tools for education management Admissions test. After the student provides payment receipt the Registrar accesses the Students>Payment and Invoice page on the Einstein system and enters the information, thus updating the student’s financial information. 5. Then Student will go to the admission office with money receipt & required original certificates. The admission office then verifies the certificates. Then Student will go to the admission office with money receipt & required original certificates. The admission office then verifies the certificates. If verified successfully, the student is activated by the Administrator in the Orbund system. 6. Students will login to the Orbund System online as a student. Student goes to the enrollment page in the Orbund Systems and selects the classes by department to get enrolled. Students can also go to the ICMAB Registrar’s office to get themselves enrolled in classes. The student can then check his classes & schedules in the Orbund system. Students will login to the Orbund System online as a student. Student will access the URL: http://server1.orbund.com/varsity/student_f rameset.jsp and log in to the Orbund system with provided login and password Student will then go to Enrollment and Schedules->Class Enrollment to get enrolled in classes. Student can then check Enrollment and Schedules->Class Schedules to check his classes and schedules. 16 Web tools for education management 7. Then exam section gives subject exemption notice for ICMAB students. Then Student goes to Accounts office & pay per subject exemption fees. Then Accounts will go to the student info in Orbund system and give permission for the Exemption form to appear to the student for filling up. Students fill up the form on the ICMAB website. ICMAB authority checks all student exemption forms. Student who get subject exemption, they will be notified from Orbund system by email & SMS. One and a half months from the examination, the exam section will automatically put in a notice to the student in the Orbund system to fill in the exam form & pay their fees within deadline. 8. Before the final exam ICMAB authority enters the student attendance & assignment counting marks into the Orbund system student profile. This mark is used to calculate the automatic charge of student invoice. This feature will be added to the system* This feature will be added to the system* 17 Web tools for education management 9. Then student goes to bank & pays the examination Fees, for which the Bank provides a voucher. Student gives the voucher to accounts office & collects a money receipt. Then Accounts will go to the student info and give permission for the form to appear to the student for filling up. 10. Students will log in to the Orbund System for filling up the exam form. Once they are done the ICMAB authority will get notified and they can login to the system to retrieve information of all the form filled up. Then, they will enter an Exam roll manually to each of the exam form requester. 11. Next step- Exam office print the Students exam cards which is automatically generated in Orbund system & give it to the admission office. Students will be notified from Orbund system by the Admission office by email & SMS. The student collects their exam entrance card from admission office. 12. The 1st examiner & the 2nd examiner will enter marks of the student exam paper in Orbund system; their difference is automatically calculated in system. If the difference is 25% or more, the 3rd examiner will verify that & enter the revised marks. There the "Evaluation Grade" is calculated automatically. After the grading is done the result is published in Orbund system. This feature will be added to the system* 13. Students see their result in Orbund system from their own account. Orbund System generates the three ICMAB types of tabulation sheets, grade sheets & transcripts automatically. Students can go to Reports and Transcripts in the Orbund System to see their grades. This feature will be added to the system* This feature will be added to the system* This feature will be added to the system* 18 Web tools for education management 19 Web tools for education management Forms Orbund will design and create your proprietary forms and make them accessible from the system. Below is an example of the “Application for Exemption” Form, which a student will be able to access and fill in the Orbund system. 20 Web tools for education management Security Application Security At Orbund, user privacy is of utmost importance. All passwords are encrypted. If you lose your password, we only have ability to reset the password by request of your system administrator. The application has been signed using an SSL digital certificate (the same technology used by other educational, financial and medical technology systems). This prevents hackers from accessing the password via network tapping or any other means. We provide randomly generated passwords initially, but the user has the ability to change the passwords. The application is hosted in a dedicated server closely monitored by our expert network administrators. Data Security We use a MySQL database, one of the more stable and trusted databases available. Data on our servers is backed up daily and stored in a secured secondary hard drive so that we can quickly and easily recover from any unforeseen circumstances or disasters. Secondary backups are also kept in a separate secure data center. We can also provide an audit report of all activities on your university account within 24 hours upon request. 21 Web tools for education management Technical Support We provide technical support service through the following channels: 1. Live chat support – administrators, teachers and students can chat live with our technical support team right from the application. The chat support hours in Bangladesh time are: Monday Tuesday Wednesday Thursday Friday Saturday Sunday 9 am – 6 pm and 8 pm – 5 am 9 am – 6 pm and 8 pm – 5 am 9 am – 6 pm and 8 pm – 5 am 9 am – 6 pm and 8 pm – 5 am 9 am – 12 pm and 8 pm – 5 am OFF 9 am – 6 pm 2. Phone support – will be provided during office hours 9am till 6pm. Our customer service numbers are +8801672658836 and +8801919672863. 3. Urgent Assistance Call Back – One can fill out an urgent assistance form on our website for the quickest response time. This service is available 24 hours a day, 7 days a week. 4. Email support - will be provided within 24 hours. Please email us with questions at chamon@orbund.com. 5. Enter any issues in Mantis (bug fixing software) that we will give you access to. This will help both you and us keep track of and allow our team to fix the issues. 22 Web tools for education management Einstein Cost Einstein provides complete functionality, including access for administrators, teachers, and students; this fee includes hosting, implementation, training, and support. Einstein Pricing: Standard Installation & Training Charge- Tk Monthly Service Charge - Tk /month Additional charges may apply for custom programming for reports and functionality development. We have identified the following reports and functionality as requested by ICMAB: 1. Online application Form Tk 2. Application for Exemption Tk 3. Application for De Novo Registration Tk 4. Application for Admission Test Tk 5. Application for Testimonial Tk 6. CMA Exam Result Tk 7. Finance data export Tk 8. On-site training travel fees Tk • Course Enrollment (the standard functionality may be sufficient) • Semester Result (the standard functionality may be sufficient) • Attendance Sheet (the standard functionality may be sufficient) • Pointed Mark Sheet (the standard functionality may be sufficient) • Admit Card (the standard functionality may be sufficient) Orbund uses the Service (SaaS) model. Thus, the upfront cost for deploying the system is less than if one were to purchase the full system. In addition to providing the software, and regular technical support, we also provide regular feature upgrades and free customizations per your requirements. 23 Web tools for education management 24 Web tools for education management 25 Web tools for education management 26