microsoft projecr
1. List tangible and intangible benefits and costs ( See table 5-10 for example)
2. Create the project charter and a tentative project schedule and Gantt chart using Microsoft project . Use the activities list for each milestone and the
schedules in the course schedule for the 12 milestones to create the Gantt chart for your project. Create a project plan based on the milestones as are specified in
your course schedule. You need to identify the tasks for each milestone and show your progress so far on the plan using the Gantt chart. To submit your project
overview and Gantt chart, use the printing capabilities of Microsoft project and print your chart in a word file and then include that with the rest of your submission
in the final word file. You need to format the report before you save it as a PDF file.. After you insert each report in the word file you need to right click on
report and select acrobat document object from the pop up menu and chose ‘convert’ and then unchecked ‘show as icon’ on each one. You can convert the file online if
you like http://www.freepdfconvert.com/ (Links to an external site.) it is for free.
See the notes for unit 4 regarding functional and non-functional requirements. What is functional depends on user requirements. Non-functional requirements are all the
technical, financial, security, control requirements that are essential for the system operation. Create a table with two columns (one for functional and the other for
non-functional requirements) and then list all the functional and nonfunctional requirements under those two columns. You need to consider everything you did and read
about the case so far and come up with functional and non-functional requirements for the new system.
To include your Gantt chart in the word file, you need to create a PDF file first from your Gantt chart. See the video below for step by step instructions for how to
create a PDF file:
http://office.microsoft.com/en-us/project-help/video-print-your-project-with-project-2010-VA101809975.aspx (Links to an external site.)
After you created the file, you can insert the PDF file in your word file. Depending on the version of the word file that you have the steps may vary. Nevertheless you
can always right click on the PDF file name and then select copy. Go to the word file and paste the file in the word file. It will insert it as an object that you can
re-size it in order to fit in your word file.
Another way: When you are in Task tab in Microsoft Project, find “Copy” options at the top. Do not click on it. Just click on the small flash that shows you more
options. You can see an option link “Copy image” select that and you can go to the word and under “Paste” select “paste special” and you can paste your picture here
(As a same way for visible Analyst).
Just one tip: Since you can not copy all Gantt chart in same file you probably need to adjust screen and then use “Copy image” and you probably ending up with 3 files.
Milestone Evaluation Sheet
The form should be included with each milestone submission. It will be the mechanism for your instructor to communicate the score and any associated comments to you.
It can also be used for you to communicate any assumptions you may have to your instructor.
CHAPTER 5 INITIATING AND PLANNING SYSTEMS DEVELOPMENT PROJECTS 147
PETRIE ELECTRONICS
Chapter 5: Initiating and Planning Systems
Development Projects
Now that the “No Customer Escapes” project team has
been formed and that a plan had been developed for distributing
project information, Jim began working on the
project’s scope statement, workbook, and Baseline Project
Plan. He first drafted the project’s scope statement
and posted it on the project’s intranet (see PE Figure 5-1).
Once posted on the intranet, he sent a short e-mail message
to all team members requesting feedback.
Minutes after posting the project charter, Jim’s office
phone rang.
“Jim, it’s Sally. I just looked over the scope statement
and have a few comments.”
“Great,” replied Jim, “It’s just a draft. What do you
think?”
“Well, I think that we need to explain more about how
the system will work and why we think this new system
will more than pay for itself.”
“Those are good suggestions; I am sure many others will
also want to know that information. However, the scope
statement is a pretty high-level document and doesn’t get
into too much detail. Basically, its purpose is to just formally
announce the project, providing a very high-level
description as well as briefly listing the objectives, keyassumptions,
and stakeholders. The other documents that
I am working on, the workbook and the Baseline Project
Plan, are intended to provide more details on specific
deliverables, costs, benefits, and so on. So, anyway, that
type of more detailed information will be coming next.”
“Oh, OK, that makes sense. 1 have never been on a project
like this, so this is all new to me,” said Sally.
“Don’t worry,” replied Jim, “Getting that kind of feedback
from you and the rest of the team will be key for us
doing a thorough feasibility analysis. 1 am going to need
a lot of your help in identifying possible costs and benefits
of the system. When we develop the Baseline Project
Plan, we do a very thorough feasibility analysis-we
examine financial, technical, operational, schedule, legal
and contractual feasibility, as well as potential political issues
arising through the development of the system”
“Wow, we have to do all that? Why can’t we just build the
sy~tem? 1 think we all know what we want,” replied Sally.
. That IS another great question,” replied Jim. “I used to
thmk exactly the same way, but what 1 learned in my last
~Ob Was that there are great benefits to following a fairly ;rmal project management process with a new system.
~ movrng forward with care, we are much more likely to
::e t~e right system, on time and on budget”
“So, asked Sally, “What is the next step?”
tio Well, we need to do the feasibility analyses 1 just menned,
Which becomes part of the project’s Baseline Project
Plan. Once this is completed, we will have a walkthrough
presentation to management to make sure they agree with
and understand the scope, risks, and costs associated with
making ‘No Customer Escapes’ a reality,” said Jim.
“This is going to be a lot of work, but 1 am sure I am
going to learn a lot,” replied Sally.
“So, let me get to work on the feasibility analyses,” said
Jim. “I will be sending requests out to all the team members
to get their ideas. I should have this e-mail ready
within an hour or so.”
“Great, I’ll look for it and respond as soon as I can,”
answered Sally.
“Thanks, the faster we get this background work done,
the sooner we will be able to move on to what the system
will do,” replied Jim.
“Sounds good, talk to you later. Bye,” Sally said.
“Bye, Sally, and thanks for your quick feedback,”
answered Jim.
Case Questions
1. Look over the scope statement (PE Figure 5-1) If you
were an employee at Petrie ElectroniCS, would you
want to work on this project? Why or why not?
2. If you were part of the management team at Petrie
Electronics, would you approve the project outlined in
the scope statement in PE Figure 5-1? What changes, if
any, need to be made to the document?
3. Identify a preliminary set of tangible and intangible
costs you think would occur for this project and the
system it describes. What intangible benefits do you
anticipate for the system?
4. What do you consider to be the risks of the project as you
currently understand it? Is this a low- medium- or highrisk
project? Justify your answer. ~suming ;ou were
part of Jim’s team, would you have any particular risks?
5. If you were assigned to help Jim with this project, how
would you utilize the concept of incremental commitment
in the design of the Baseline Project Plan?
6. If you were assigned to Jim’s team for this project, when
in the project schedule (in what phase or after which activities
are completed) do you think you could develop
an economic analysis of the proposed system? What economic
feasibility factors do you think would be relevant?
7. If you were assigned to Jim’s team for this project,
what activities would you conduct in order to prepare
the details for the Baseline Project Plan? Explain the
purpose of each activity and show a timeline or schedule
for these acti,1ties.
8. In Case Question 4, you analyze the risks associated
with this project. Once deployed, what are the potential
operational risks of the proposed system? How do you
factor operation risks into a systems development plan?
148 PART II PLANNING
Petrie Electronics
Scope Statement
Prepared . February 6,2014
Proiect Name: No Customer Escapes
Project Manager: Jim Watanabe /iwatanabe@petries.comj
Customer: Operations
Project Sponsor:
Project Start/End (projected):
Ella Whinston (ewhinston@petries.com)
2/5/14 – 7/30/14
Proiect Overview:
This project will design and implement a customer relationship management system
in order to provide superior customer service by rewarding our most loyal customers.
Specifically, the system wililrock customer purchases, assign points for cumulative
purchases, and allow points to be redeemed for “rewards” alloeal stores. This goal of
this system is to provide an incentive to customers to choose Petrie Electron ics as their
first and only choice for making electronic purchases, The system will provide Petrie
management with improved information on the purchase behavior of our most loyal
customers.
Objectives:
• Track customer purchases
• Accumulate redeemable points
• Reward customer loyalty and provide incentives to remain loyal customers
• Provide improved management information
Key Assumptions:
• System development will be outsourced
• Interface will be a Web browser
• System will access existing customer sales databases
Stakeholders and Responsibilities:
Stakeholder Role Responsibility Signatures
Ella Whinston Chief Operating Pro ject Vision, Executive l” ”””””
Officer Sponsor
Bob Petroski Senior Operations Monitoring, Resources ‘Bob IJ’drOSRl
Manager
Jim Watanabe Project Manager Plan, Monitor, Execute
Project
~ … ” IIW..””‘{”
Sally Fukuyama Assistant Director,
Marketing
System Functionality &fly ?uIuyama
San jay Agarwal lead Analyst Technical Architect Soniay Agarwal
PE FIGURE 5-1
A scope statement for Petrie customer relationship management system
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