Baseline Project Plan Report
Project Name: Book World (BW) Processing System
Introduction:
Project Overview: This project will provide a database, input forms, and reports to automate the
sales order process and creation of standard report. This application will improve inventory
tracking as well.
Recommendation: Many of the operational problems Book World (BW) encounters today can
be addressed with an computer-based order processing system. The construction of a database
and order processing application has been approved by the customer, as outlined in the Project
Charter.
System Description: The BW processing system will be built in Oracle and APEX. It will
provide menus, input forms, and reports as outlined in the project deliverables section below.
Interfaces and programming with the database will provide forms entering/updating/viewing
customer information, employee information, orders, and inventory information.
Feasibility Assessment
A. Economic -- Tangible benefits include:
 Faster order processing is expected to increase orders by 5% per month (approximately
$1,250 monthly).
 Database-based inventory management is expected to improve inventory management—
estimated savings of $7,500 annually.
 Reduce staffing by one part-time employee--$833 per month.
 Intangible benefits are:
o Increase quality of service to customers.
o Help employees be more efficient.
o Increase customer satisfaction with BW.
 Complete cost-benefit analysis is provided in a spreadsheet.
B. Technical – The systems analyst, programmer, and designers assigned to this program have
extensive experience with Oracle and APEX. The objectives of this application are well
within their capabilities.
C. Operational – The proposed system will streamline the order process, provide better
management of inventory, and help keep employee and customer information up-to-date.
The proposed system directly supports BW’s business goals to increase revenue and provide
better customer service.
D. Legal and contractual – The computer where the database resides is password protected and
only authorized users can access the database. The proposed system does not present any
legal or contractual issues.
E. Organizational – The employees of BW will receive training for the new application and they
recognize that top management supports the proposed system.
Oracle APEX Tutorial – Book World © by Jennifer Kreie, New Mexico State University
106763248
F. Schedules, Timeline, Resources –
 An MS project file and Gantt chart detail the activities and timeline for this project.
 BW has allocated $50,000 for the processing system. This amount must cover the
development costs, as well as hardware, data conversion, and training.
 The system should be operational by _________________.
Management Issues
 The project team has agreed on a project timeline. Tasks will be completed on time.
 Team members will follow standard procedures for reporting progress, documenting
work, and communicating with other members.
 The project manager will be the contact person for the BW customer.
Project Deliverables (Checked items (√) are within this project scope. Other items are for
documentation and possible future development).
The features/functions listed below have been reviewed by Steven Haskins. He has agreed that
the items preceded by a checkmark are within the scope of the current project. Items preceded
by a dot are features that will be added in a future project.
Deliverables:
Input functions:
 Capture inventory data.
 Capture new member data from membership application form.
 Capture sales order transaction data (including employee number, member number &
inventory number).
 Set sales order date to current date automatically.
 Set sales order status as “open” (the default), “closed” or “cancelled.”
 Track membership information (whether a customer is a member or not).
Processing functions:
 Assign a membership number automatically to a new member.
 Assign an order number and date automatically to each order.
 Display member’s first and last name in sales order form.
 Display the name of the employee who processed the order, unless the customer made the
order without assistance.
 When processing an order, be able to open that customer’s record.
 Cancel a sales order transaction if for some reason it cannot be processed.
 Change the order status from “Open” to “Closed” when the order is completely processed.
 Update inventory when items are removed from stock on hand or added to current stock
levels.
Output functions:
 Listing of all customers and their sales orders, if any.
 Listing of inventory with the ability to sort and group by category or by status.
 List of inventory items with a stock level below reorder point.
Oracle APEX Tutorial – Book World © by Jennifer Kreie, New Mexico State University
106763248
 Listing of customers, with the ability to group by member status.
 Listing of employees.
 Listing of sales orders, with the ability to group by order status.
Storage functions:
 Sales order data.
 Customer data.
 Inventory data.
 Employee data.
Control functions:
 Verify sales order inventory data.
 Verify membership/customer data.
Oracle APEX Tutorial – Book World © by Jennifer Kreie, New Mexico State University
106763248