SlideShare una empresa de Scribd logo
1 de 38
Descargar para leer sin conexión
CIS591 Analysis Presentation
Brief system background
What the system is used for
The company

National Marketing Resources (Kearney, MO)
  Sister company to Professional Marketing International (Utah)
  Employs roughly 300 people across all sites

Internet business consulting and product marketing
  Services for entrepreneurs, investors, small business owners
  One function: phone marketing following sales leads
Brief system description

 Sales leads tracking system
 Computerizes the process of obtaining / categorizing sales leads
 Forwards them to marketers
   Marketers follow through on those leads
   If necessary, they upgrade their statuses to accounts
Feasibility study
Benefits and costs of the project as well as its overall feasibility
Organizational feasibility

 Not much risk here
 No switching or eliminating positions
 Similar system already in place
   Most organizational changes took place when that system was implemented
   Both projects are organizationally feasible
Cultural feasibility


 Also not much risk
 Many people are embracing computers / technology
 Staff / management will have more control over their people
Technological feasibility


 Could be an issue
 Never previously exposed to Django / Python
 I’d request hiring a couple of people that already know Django /
 Python to assist in development / support (if this weren’t for a class)
Schedule feasibility

 I have all semester to complete the project; not much risk
 Most of my schedule is open for this project
 Gauging where I’m at periodically is important
   I’ll keep an eye on managing my time
   Time usage must be efficient (could spend more than a semester working on
   system)
Resource feasibility


 I can tap current users as needed to ask them any questions
 Major issue: I’m the only ‘staff member’ assigned to doing this project
   I have people I can call on if I need technical help
   Could be an issue; some risk
Economic feasibility
 Present value of benefits                  Estimated present value of net benefits, costs

 $877,077.00                 $400k

                             $320k
 Present value of costs
 $73,373.46                  $240k

                             $160k
 Payback period
 44 days                      $80k

                               $0k
 3-yr return on investment
 695.83%                     ($80)k
                                  Year 0             Year 1             Year 2              Year 3
Requirements models
Highlighting actors, use cases, and domain classes
System


                                            Define lead
                                              source


                                         Create new lead



Use case                                  Import external
                                              leads




diagram                                  Define promotion


                                         Define marketing
                                            campaign

Processing representative   Processing    Assign leads to
                               Rep          lead path


                                         Distribute leads to
                                          sales company


                                          Export lead list



                                         Define customer
System


                                             Distribute leads to
                                                 sales team


                     Distribute leads to
                           division

                                                                    Division
                      Generate lead
                                                                    manager
                         report


                        Generate
                      marketer report
            Sales
           manager
                     Generate overall
                         report

                                                                      Sales
                                                 Assign leads to
                                                                   teamleader
                                                   marketers




Use case diagram
Managers
Use case                  System



diagram               Modify lead status

Marketer
           Marketer
Use case: change lead status

Triggering event:
Marketer follows up on sales lead

Brief description:
A marketer will go down their list of leads assigned to them and make sales calls.
Depending on the status of the phone call (if the lead hung up, was busy, wasn’t
home, etc), the marketer will change the status of that lead in the system. They’ll
login to the system, visit their active leads, click on the lead they’re working on, and
change the details of that lead.
Use case: change lead status
Stakeholders:
Sales teamleaders, customers

Preconditions:
  Lead in the list must already exist in the system with complete details
  Lead must already be assigned to a marketer

Postconditions:
  Lead will be modified with additional details on the prospective customer
  Lead will either be active or inactive depending on status
Use case: change lead status
Marketer visits leads page
                                                                                        System

  System gives leads list
                                Marketer


Marketer selects current lead                       Open active leads page


  System gives detail page
                                                      Choose current lead


Marketer updates lead info                 Update lead information and status, submit

                                                 Redirect to active leads page
  System saves info to DB

Marketer returns to lead list
Domain model class diagram
Lead Source
                                     1      companyName                                                                Product
                                            address                                                             productName
                                                                        1                                   *
                                            city                                                                productSource
    *
                                            state                                                               productPrice
      Promotion                             zip                                                                 productDescription
promotionName                               country                                                             productPicture
promotionSource                             phone
                                                                                                                                      1..*
            0..1                                                                         OrderDetails
                                                         0..1                       orderID
                                                                                    productID
                                                                                    qty
                                             *           *                                                                            *
                                                   Lead
                                                                                                                         Order
                                            createDate
     Sales Company                                                                                               orderDate
                                            expireDate
    companyName                                                                                                  orderCustomerID
                                            customerID
    address                                                                                                      orderTotal
                                            sourceID
    city                                                                                                         orderPaymentMethod
                                            promotionID
                              0..1    *
    state                                                                                                        orderDueDate
                                            pipelineID
    zip                                                                                                          orderPayDate
                                            salesCompanyID
    country
1                                           divisionID                                                                                *
    phone                                                               *
                                            teamID
    isInternal
                                            marketerID
    managerID
                                            status
                     1
        1                                   detail
                     *                                       *
                                             *                                      0..1
                                                    *
                          Division                                                                 Person
                                                                        Team
                   divisionName                                                              firstName
                                                                 divisionID
                   companyID                                                                 lastName
                                            0..1                 teamLeaderID
                   managerID                                                                 address
                                                                   *                         city
                                                                            1   1
               1                 1                                                           state
                                                                                             zip
                                                                                             country
                                                                                             phone




                                                                                                                   0..1               1
                                                  User
                                                                                                                        Customer
                                         userid
                                                                                                                    age
                                                                                                                    maritalStatus
                                                                       0..1
               0..1
                                                                                                                    numChildren
                                                                                                                    assetAmount
                                     0..1                                           *
0..1                                                                                                                liabilityAmount
   Manager                        Team Leader                        Marketer                Processing Rep
managerType                     commissionRate                   commissionRate              managerID
                                                                 teamID                      salesCompanyID
    1
                                                                                               *   *
Prototypes & implementation
Screen designs, report designs, menus, and more
Design prototype: leads list (and web app layout)
Report design work-in-progress: leads list (active)
Report prototype: Lead detail report
Report design work-in-progress: Actual system lead detail report
Report prototype: Overall lead report
Menu hierarchy: headers

External company management
Internal company management
Leads management
Customer management
Order management
Reports
Menu hierarchy:
External company management


 Add new lead source
 View existing lead sources
 Add new promotion
 View existing promotions
Menu hierarchy:
Internal company management
 Add new sales company
 View existing sales companies
 Add new division
 View existing divisions
 Add new team
 View existing teams
 Add new marketer
 View existing marketers
Menu hierarchy:
Leads management

 Add new lead
 Import leads
 Export leads
 Distribute leads
 View my leads
Menu hierarchy:
Customer management

 Add new customer
 View existing customers

Order management
 Add new order
 View existing orders
Menu hierarchy:
Reports



 Generate lead report
 Generate marketer report
 Generate overall report
Screen design work-in-progress: main menu
Application architecture
How Birdie represents model-template-view (MTV) architecture
using Django
Technology & working environment

Web application running on Django 1.1 (beta), Python 2.5.4, SQLite
  Features locked; 1.1 is slated for April
  SQLite for development only; production will use MySQL

All development done on my MacBook under Mac OS X
  TextMate, CSSEdit, Pages/Keynote/Numbers, OmniGraffle, GitHub
App architecture, design approach
Model-Template-View (three-layer architecture)
  Models represent data access and definition
  Templates contain presentation logic
  Views contain business logic
  Similar to Model-View-Controller architecture

Object-oriented design approach
  Python is object-oriented
Web browser               URL controller       Template layer                      View layer                       Model layer                          Database


Marketer
    Open active leads page (/leads/marketer)   Get active leads view                    Get active leads view
                                                                                                                                  Get active leads for marketer   Get all active leads for marketer

                                                                                                                                                                      Marketer's active leads
                                                                                                                                    Marketer's active leads
                                                                                             Template context for active leads
                                                     Rendered active leads template

                Select active lead              Get lead detail view                     Get lead detail view
                                                                                                                                  Get lead detail for lead #001    Get lead detail for lead #001

                                                                                                                                                                         Lead #001 detail
                                                                                                                                       Lead #001 detail
                                                                                              Template context for lead #001
                                                      Rendered lead detail template

         Update lead details, submit form      Get update lead view                     Get update lead view
                                                                                                                                       Update lead #001                  Update lead #001
                                                                                              Redirect to active leads template

                                                                                             Template context for active leads
                                                     Rendered active leads template




     Detailed sequence diagram
     Change lead status (for demonstration)
Birdie Analysis

Más contenido relacionado

Destacado

mHealth_Country_Feasibility_Report_Ghana_2014
mHealth_Country_Feasibility_Report_Ghana_2014mHealth_Country_Feasibility_Report_Ghana_2014
mHealth_Country_Feasibility_Report_Ghana_2014Paul Merry
 
CDI UK Feasibility Study 2009 - Digital Inclusion Research
CDI UK Feasibility Study 2009 - Digital Inclusion ResearchCDI UK Feasibility Study 2009 - Digital Inclusion Research
CDI UK Feasibility Study 2009 - Digital Inclusion ResearchIris Lapinski
 
Blue ocean at henkel - business strategy
Blue ocean at henkel - business strategyBlue ocean at henkel - business strategy
Blue ocean at henkel - business strategyChristian Tobing
 
Henkel: Building a Winning Culture
Henkel: Building a Winning CultureHenkel: Building a Winning Culture
Henkel: Building a Winning Cultureabuelazm
 
Feasibility study template
Feasibility study templateFeasibility study template
Feasibility study templateFeasibility Pro
 
Sample contents of a completed feasibility study
Sample contents of a completed feasibility studySample contents of a completed feasibility study
Sample contents of a completed feasibility studynazcats
 
Feasibility report -basic concepts with example
Feasibility report -basic concepts with exampleFeasibility report -basic concepts with example
Feasibility report -basic concepts with exampleAbhijeet Bhosale
 
Project planning and feasibility study
Project planning and feasibility studyProject planning and feasibility study
Project planning and feasibility studyMars Mfyam
 

Destacado (12)

mHealth_Country_Feasibility_Report_Ghana_2014
mHealth_Country_Feasibility_Report_Ghana_2014mHealth_Country_Feasibility_Report_Ghana_2014
mHealth_Country_Feasibility_Report_Ghana_2014
 
Multiview Methodology
Multiview MethodologyMultiview Methodology
Multiview Methodology
 
CDI UK Feasibility Study 2009 - Digital Inclusion Research
CDI UK Feasibility Study 2009 - Digital Inclusion ResearchCDI UK Feasibility Study 2009 - Digital Inclusion Research
CDI UK Feasibility Study 2009 - Digital Inclusion Research
 
Blue ocean at henkel - business strategy
Blue ocean at henkel - business strategyBlue ocean at henkel - business strategy
Blue ocean at henkel - business strategy
 
Henkel Marketing Strategy
Henkel Marketing StrategyHenkel Marketing Strategy
Henkel Marketing Strategy
 
Henkel: Building a Winning Culture
Henkel: Building a Winning CultureHenkel: Building a Winning Culture
Henkel: Building a Winning Culture
 
Business Feasibility Study
Business Feasibility Study Business Feasibility Study
Business Feasibility Study
 
Feasibility study template
Feasibility study templateFeasibility study template
Feasibility study template
 
Sample contents of a completed feasibility study
Sample contents of a completed feasibility studySample contents of a completed feasibility study
Sample contents of a completed feasibility study
 
Feasibility Study (Veggie Bread)
Feasibility Study (Veggie Bread)Feasibility Study (Veggie Bread)
Feasibility Study (Veggie Bread)
 
Feasibility report -basic concepts with example
Feasibility report -basic concepts with exampleFeasibility report -basic concepts with example
Feasibility report -basic concepts with example
 
Project planning and feasibility study
Project planning and feasibility studyProject planning and feasibility study
Project planning and feasibility study
 

Similar a Birdie Analysis

Tycoon Medical Final Asia Practicum
Tycoon Medical Final Asia PracticumTycoon Medical Final Asia Practicum
Tycoon Medical Final Asia PracticumOwen Fayer
 
Opening Your Innovation Channels for Effective Product Advantage by Jeofrey B...
Opening Your Innovation Channels for Effective Product Advantage by Jeofrey B...Opening Your Innovation Channels for Effective Product Advantage by Jeofrey B...
Opening Your Innovation Channels for Effective Product Advantage by Jeofrey B...Mack McCoy
 
Spend Management Vijay Sharma
Spend Management   Vijay SharmaSpend Management   Vijay Sharma
Spend Management Vijay SharmaVijay Sharma
 
Huong dan de_tai_tot_nghiep_marketing_manager
Huong dan de_tai_tot_nghiep_marketing_managerHuong dan de_tai_tot_nghiep_marketing_manager
Huong dan de_tai_tot_nghiep_marketing_managerViệt Long Plaza
 
Training reference
Training referenceTraining reference
Training referenceyeminwang
 
The Strategy accelerator - Business models with sustainable competitive advan...
The Strategy accelerator - Business models with sustainable competitive advan...The Strategy accelerator - Business models with sustainable competitive advan...
The Strategy accelerator - Business models with sustainable competitive advan...Alfred Griffioen
 
Organization Culture and Strategy
Organization Culture and StrategyOrganization Culture and Strategy
Organization Culture and StrategyMohit Chhabra
 
Introduction To Msbi By Yasir
Introduction To Msbi By YasirIntroduction To Msbi By Yasir
Introduction To Msbi By Yasiryasir873
 
Branding for the Industrial Markets
Branding for the Industrial MarketsBranding for the Industrial Markets
Branding for the Industrial MarketsJuliann Grant
 
Lead Lifecycle Management: Finding, Creating and Managing Your Leads
Lead Lifecycle Management: Finding, Creating and Managing Your LeadsLead Lifecycle Management: Finding, Creating and Managing Your Leads
Lead Lifecycle Management: Finding, Creating and Managing Your LeadsLeadLife Solutions
 
Product strategy development
Product strategy developmentProduct strategy development
Product strategy developmentDivya Prabhu
 
Taking Email Marketing Offline to Maximize Results
Taking Email Marketing Offline to Maximize ResultsTaking Email Marketing Offline to Maximize Results
Taking Email Marketing Offline to Maximize ResultsAct-On Software
 
Competing with information technology
Competing with information technologyCompeting with information technology
Competing with information technologyAmrit Banstola
 
Beginner ELEVATE Hands-on Developer Workshop
Beginner ELEVATE Hands-on Developer WorkshopBeginner ELEVATE Hands-on Developer Workshop
Beginner ELEVATE Hands-on Developer WorkshopKavindra Patel
 
How To Precisely Define A Lead Before Marketing Begins
How To Precisely Define A Lead Before Marketing BeginsHow To Precisely Define A Lead Before Marketing Begins
How To Precisely Define A Lead Before Marketing Beginstotalperception10k
 
The Business Mirror Sample Report
The Business Mirror Sample ReportThe Business Mirror Sample Report
The Business Mirror Sample ReportChristinegilkes
 

Similar a Birdie Analysis (20)

Tycoon Medical Final Asia Practicum
Tycoon Medical Final Asia PracticumTycoon Medical Final Asia Practicum
Tycoon Medical Final Asia Practicum
 
Stragic anlysis
Stragic anlysisStragic anlysis
Stragic anlysis
 
Opening Your Innovation Channels for Effective Product Advantage by Jeofrey B...
Opening Your Innovation Channels for Effective Product Advantage by Jeofrey B...Opening Your Innovation Channels for Effective Product Advantage by Jeofrey B...
Opening Your Innovation Channels for Effective Product Advantage by Jeofrey B...
 
Spend Management Vijay Sharma
Spend Management   Vijay SharmaSpend Management   Vijay Sharma
Spend Management Vijay Sharma
 
Huong dan de_tai_tot_nghiep_marketing_manager
Huong dan de_tai_tot_nghiep_marketing_managerHuong dan de_tai_tot_nghiep_marketing_manager
Huong dan de_tai_tot_nghiep_marketing_manager
 
Training reference
Training referenceTraining reference
Training reference
 
The Strategy accelerator - Business models with sustainable competitive advan...
The Strategy accelerator - Business models with sustainable competitive advan...The Strategy accelerator - Business models with sustainable competitive advan...
The Strategy accelerator - Business models with sustainable competitive advan...
 
Crystal Qube™ Presentation
Crystal Qube™ PresentationCrystal Qube™ Presentation
Crystal Qube™ Presentation
 
Strategy
StrategyStrategy
Strategy
 
Organization Culture and Strategy
Organization Culture and StrategyOrganization Culture and Strategy
Organization Culture and Strategy
 
Introduction To Msbi By Yasir
Introduction To Msbi By YasirIntroduction To Msbi By Yasir
Introduction To Msbi By Yasir
 
Branding for the Industrial Markets
Branding for the Industrial MarketsBranding for the Industrial Markets
Branding for the Industrial Markets
 
Lead Lifecycle Management: Finding, Creating and Managing Your Leads
Lead Lifecycle Management: Finding, Creating and Managing Your LeadsLead Lifecycle Management: Finding, Creating and Managing Your Leads
Lead Lifecycle Management: Finding, Creating and Managing Your Leads
 
Product strategy development
Product strategy developmentProduct strategy development
Product strategy development
 
Taking Email Marketing Offline to Maximize Results
Taking Email Marketing Offline to Maximize ResultsTaking Email Marketing Offline to Maximize Results
Taking Email Marketing Offline to Maximize Results
 
Competing with information technology
Competing with information technologyCompeting with information technology
Competing with information technology
 
Business Model Dashboard
Business Model DashboardBusiness Model Dashboard
Business Model Dashboard
 
Beginner ELEVATE Hands-on Developer Workshop
Beginner ELEVATE Hands-on Developer WorkshopBeginner ELEVATE Hands-on Developer Workshop
Beginner ELEVATE Hands-on Developer Workshop
 
How To Precisely Define A Lead Before Marketing Begins
How To Precisely Define A Lead Before Marketing BeginsHow To Precisely Define A Lead Before Marketing Begins
How To Precisely Define A Lead Before Marketing Begins
 
The Business Mirror Sample Report
The Business Mirror Sample ReportThe Business Mirror Sample Report
The Business Mirror Sample Report
 

Más de Benjamin Kreeger

Más de Benjamin Kreeger (17)

Wanadi, the creator
Wanadi, the creatorWanadi, the creator
Wanadi, the creator
 
Online Teaching Tools in the Classroom
Online Teaching Tools in the ClassroomOnline Teaching Tools in the Classroom
Online Teaching Tools in the Classroom
 
Birdie Planning Report
Birdie Planning ReportBirdie Planning Report
Birdie Planning Report
 
Birdie Design Report
Birdie Design ReportBirdie Design Report
Birdie Design Report
 
Etcetera: Checkout Workflow
Etcetera: Checkout WorkflowEtcetera: Checkout Workflow
Etcetera: Checkout Workflow
 
Etcetera Progress Report (2009-Dec-01)
Etcetera Progress Report (2009-Dec-01)Etcetera Progress Report (2009-Dec-01)
Etcetera Progress Report (2009-Dec-01)
 
Living and Learning in the Cloud: Online Services and Freeware
Living and Learning in the Cloud: Online Services and FreewareLiving and Learning in the Cloud: Online Services and Freeware
Living and Learning in the Cloud: Online Services and Freeware
 
Podcasting (Fall 2009)
Podcasting (Fall 2009)Podcasting (Fall 2009)
Podcasting (Fall 2009)
 
Being a Mac in a Windows World
Being a Mac in a Windows WorldBeing a Mac in a Windows World
Being a Mac in a Windows World
 
Backup & File Management
Backup & File ManagementBackup & File Management
Backup & File Management
 
Mac OS X Tips & Tricks
Mac OS X Tips & TricksMac OS X Tips & Tricks
Mac OS X Tips & Tricks
 
Podcasting in Education
Podcasting in EducationPodcasting in Education
Podcasting in Education
 
Podcasting II
Podcasting IIPodcasting II
Podcasting II
 
Useful Freeware
Useful FreewareUseful Freeware
Useful Freeware
 
HDCP
HDCPHDCP
HDCP
 
Birdie Analysis Report
Birdie Analysis ReportBirdie Analysis Report
Birdie Analysis Report
 
Birdie Project Proposal
Birdie Project ProposalBirdie Project Proposal
Birdie Project Proposal
 

Último

UiPath Platform: The Backend Engine Powering Your Automation - Session 1
UiPath Platform: The Backend Engine Powering Your Automation - Session 1UiPath Platform: The Backend Engine Powering Your Automation - Session 1
UiPath Platform: The Backend Engine Powering Your Automation - Session 1DianaGray10
 
OpenShift Commons Paris - Choose Your Own Observability Adventure
OpenShift Commons Paris - Choose Your Own Observability AdventureOpenShift Commons Paris - Choose Your Own Observability Adventure
OpenShift Commons Paris - Choose Your Own Observability AdventureEric D. Schabell
 
Comparing Sidecar-less Service Mesh from Cilium and Istio
Comparing Sidecar-less Service Mesh from Cilium and IstioComparing Sidecar-less Service Mesh from Cilium and Istio
Comparing Sidecar-less Service Mesh from Cilium and IstioChristian Posta
 
Designing A Time bound resource download URL
Designing A Time bound resource download URLDesigning A Time bound resource download URL
Designing A Time bound resource download URLRuncy Oommen
 
20200723_insight_release_plan_v6.pdf20200723_insight_release_plan_v6.pdf
20200723_insight_release_plan_v6.pdf20200723_insight_release_plan_v6.pdf20200723_insight_release_plan_v6.pdf20200723_insight_release_plan_v6.pdf
20200723_insight_release_plan_v6.pdf20200723_insight_release_plan_v6.pdfJamie (Taka) Wang
 
KubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCost
KubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCostKubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCost
KubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCostMatt Ray
 
NIST Cybersecurity Framework (CSF) 2.0 Workshop
NIST Cybersecurity Framework (CSF) 2.0 WorkshopNIST Cybersecurity Framework (CSF) 2.0 Workshop
NIST Cybersecurity Framework (CSF) 2.0 WorkshopBachir Benyammi
 
Artificial Intelligence & SEO Trends for 2024
Artificial Intelligence & SEO Trends for 2024Artificial Intelligence & SEO Trends for 2024
Artificial Intelligence & SEO Trends for 2024D Cloud Solutions
 
Cloud Revolution: Exploring the New Wave of Serverless Spatial Data
Cloud Revolution: Exploring the New Wave of Serverless Spatial DataCloud Revolution: Exploring the New Wave of Serverless Spatial Data
Cloud Revolution: Exploring the New Wave of Serverless Spatial DataSafe Software
 
Machine Learning Model Validation (Aijun Zhang 2024).pdf
Machine Learning Model Validation (Aijun Zhang 2024).pdfMachine Learning Model Validation (Aijun Zhang 2024).pdf
Machine Learning Model Validation (Aijun Zhang 2024).pdfAijun Zhang
 
UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...
UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...
UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...UbiTrack UK
 
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your SalesforceThings you didn't know you can use in your Salesforce
Things you didn't know you can use in your SalesforceMartin Humpolec
 
Salesforce Miami User Group Event - 1st Quarter 2024
Salesforce Miami User Group Event - 1st Quarter 2024Salesforce Miami User Group Event - 1st Quarter 2024
Salesforce Miami User Group Event - 1st Quarter 2024SkyPlanner
 
COMPUTER 10: Lesson 7 - File Storage and Online Collaboration
COMPUTER 10: Lesson 7 - File Storage and Online CollaborationCOMPUTER 10: Lesson 7 - File Storage and Online Collaboration
COMPUTER 10: Lesson 7 - File Storage and Online Collaborationbruanjhuli
 
9 Steps For Building Winning Founding Team
9 Steps For Building Winning Founding Team9 Steps For Building Winning Founding Team
9 Steps For Building Winning Founding TeamAdam Moalla
 
RAG Patterns and Vector Search in Generative AI
RAG Patterns and Vector Search in Generative AIRAG Patterns and Vector Search in Generative AI
RAG Patterns and Vector Search in Generative AIUdaiappa Ramachandran
 
UiPath Studio Web workshop series - Day 7
UiPath Studio Web workshop series - Day 7UiPath Studio Web workshop series - Day 7
UiPath Studio Web workshop series - Day 7DianaGray10
 
AI Fame Rush Review – Virtual Influencer Creation In Just Minutes
AI Fame Rush Review – Virtual Influencer Creation In Just MinutesAI Fame Rush Review – Virtual Influencer Creation In Just Minutes
AI Fame Rush Review – Virtual Influencer Creation In Just MinutesMd Hossain Ali
 
GenAI and AI GCC State of AI_Object Automation Inc
GenAI and AI GCC State of AI_Object Automation IncGenAI and AI GCC State of AI_Object Automation Inc
GenAI and AI GCC State of AI_Object Automation IncObject Automation
 
Nanopower In Semiconductor Industry.pdf
Nanopower  In Semiconductor Industry.pdfNanopower  In Semiconductor Industry.pdf
Nanopower In Semiconductor Industry.pdfPedro Manuel
 

Último (20)

UiPath Platform: The Backend Engine Powering Your Automation - Session 1
UiPath Platform: The Backend Engine Powering Your Automation - Session 1UiPath Platform: The Backend Engine Powering Your Automation - Session 1
UiPath Platform: The Backend Engine Powering Your Automation - Session 1
 
OpenShift Commons Paris - Choose Your Own Observability Adventure
OpenShift Commons Paris - Choose Your Own Observability AdventureOpenShift Commons Paris - Choose Your Own Observability Adventure
OpenShift Commons Paris - Choose Your Own Observability Adventure
 
Comparing Sidecar-less Service Mesh from Cilium and Istio
Comparing Sidecar-less Service Mesh from Cilium and IstioComparing Sidecar-less Service Mesh from Cilium and Istio
Comparing Sidecar-less Service Mesh from Cilium and Istio
 
Designing A Time bound resource download URL
Designing A Time bound resource download URLDesigning A Time bound resource download URL
Designing A Time bound resource download URL
 
20200723_insight_release_plan_v6.pdf20200723_insight_release_plan_v6.pdf
20200723_insight_release_plan_v6.pdf20200723_insight_release_plan_v6.pdf20200723_insight_release_plan_v6.pdf20200723_insight_release_plan_v6.pdf
20200723_insight_release_plan_v6.pdf20200723_insight_release_plan_v6.pdf
 
KubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCost
KubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCostKubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCost
KubeConEU24-Monitoring Kubernetes and Cloud Spend with OpenCost
 
NIST Cybersecurity Framework (CSF) 2.0 Workshop
NIST Cybersecurity Framework (CSF) 2.0 WorkshopNIST Cybersecurity Framework (CSF) 2.0 Workshop
NIST Cybersecurity Framework (CSF) 2.0 Workshop
 
Artificial Intelligence & SEO Trends for 2024
Artificial Intelligence & SEO Trends for 2024Artificial Intelligence & SEO Trends for 2024
Artificial Intelligence & SEO Trends for 2024
 
Cloud Revolution: Exploring the New Wave of Serverless Spatial Data
Cloud Revolution: Exploring the New Wave of Serverless Spatial DataCloud Revolution: Exploring the New Wave of Serverless Spatial Data
Cloud Revolution: Exploring the New Wave of Serverless Spatial Data
 
Machine Learning Model Validation (Aijun Zhang 2024).pdf
Machine Learning Model Validation (Aijun Zhang 2024).pdfMachine Learning Model Validation (Aijun Zhang 2024).pdf
Machine Learning Model Validation (Aijun Zhang 2024).pdf
 
UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...
UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...
UWB Technology for Enhanced Indoor and Outdoor Positioning in Physiological M...
 
Things you didn't know you can use in your Salesforce
Things you didn't know you can use in your SalesforceThings you didn't know you can use in your Salesforce
Things you didn't know you can use in your Salesforce
 
Salesforce Miami User Group Event - 1st Quarter 2024
Salesforce Miami User Group Event - 1st Quarter 2024Salesforce Miami User Group Event - 1st Quarter 2024
Salesforce Miami User Group Event - 1st Quarter 2024
 
COMPUTER 10: Lesson 7 - File Storage and Online Collaboration
COMPUTER 10: Lesson 7 - File Storage and Online CollaborationCOMPUTER 10: Lesson 7 - File Storage and Online Collaboration
COMPUTER 10: Lesson 7 - File Storage and Online Collaboration
 
9 Steps For Building Winning Founding Team
9 Steps For Building Winning Founding Team9 Steps For Building Winning Founding Team
9 Steps For Building Winning Founding Team
 
RAG Patterns and Vector Search in Generative AI
RAG Patterns and Vector Search in Generative AIRAG Patterns and Vector Search in Generative AI
RAG Patterns and Vector Search in Generative AI
 
UiPath Studio Web workshop series - Day 7
UiPath Studio Web workshop series - Day 7UiPath Studio Web workshop series - Day 7
UiPath Studio Web workshop series - Day 7
 
AI Fame Rush Review – Virtual Influencer Creation In Just Minutes
AI Fame Rush Review – Virtual Influencer Creation In Just MinutesAI Fame Rush Review – Virtual Influencer Creation In Just Minutes
AI Fame Rush Review – Virtual Influencer Creation In Just Minutes
 
GenAI and AI GCC State of AI_Object Automation Inc
GenAI and AI GCC State of AI_Object Automation IncGenAI and AI GCC State of AI_Object Automation Inc
GenAI and AI GCC State of AI_Object Automation Inc
 
Nanopower In Semiconductor Industry.pdf
Nanopower  In Semiconductor Industry.pdfNanopower  In Semiconductor Industry.pdf
Nanopower In Semiconductor Industry.pdf
 

Birdie Analysis

  • 2. Brief system background What the system is used for
  • 3. The company National Marketing Resources (Kearney, MO) Sister company to Professional Marketing International (Utah) Employs roughly 300 people across all sites Internet business consulting and product marketing Services for entrepreneurs, investors, small business owners One function: phone marketing following sales leads
  • 4. Brief system description Sales leads tracking system Computerizes the process of obtaining / categorizing sales leads Forwards them to marketers Marketers follow through on those leads If necessary, they upgrade their statuses to accounts
  • 5. Feasibility study Benefits and costs of the project as well as its overall feasibility
  • 6. Organizational feasibility Not much risk here No switching or eliminating positions Similar system already in place Most organizational changes took place when that system was implemented Both projects are organizationally feasible
  • 7. Cultural feasibility Also not much risk Many people are embracing computers / technology Staff / management will have more control over their people
  • 8. Technological feasibility Could be an issue Never previously exposed to Django / Python I’d request hiring a couple of people that already know Django / Python to assist in development / support (if this weren’t for a class)
  • 9. Schedule feasibility I have all semester to complete the project; not much risk Most of my schedule is open for this project Gauging where I’m at periodically is important I’ll keep an eye on managing my time Time usage must be efficient (could spend more than a semester working on system)
  • 10. Resource feasibility I can tap current users as needed to ask them any questions Major issue: I’m the only ‘staff member’ assigned to doing this project I have people I can call on if I need technical help Could be an issue; some risk
  • 11. Economic feasibility Present value of benefits Estimated present value of net benefits, costs $877,077.00 $400k $320k Present value of costs $73,373.46 $240k $160k Payback period 44 days $80k $0k 3-yr return on investment 695.83% ($80)k Year 0 Year 1 Year 2 Year 3
  • 12. Requirements models Highlighting actors, use cases, and domain classes
  • 13. System Define lead source Create new lead Use case Import external leads diagram Define promotion Define marketing campaign Processing representative Processing Assign leads to Rep lead path Distribute leads to sales company Export lead list Define customer
  • 14. System Distribute leads to sales team Distribute leads to division Division Generate lead manager report Generate marketer report Sales manager Generate overall report Sales Assign leads to teamleader marketers Use case diagram Managers
  • 15. Use case System diagram Modify lead status Marketer Marketer
  • 16. Use case: change lead status Triggering event: Marketer follows up on sales lead Brief description: A marketer will go down their list of leads assigned to them and make sales calls. Depending on the status of the phone call (if the lead hung up, was busy, wasn’t home, etc), the marketer will change the status of that lead in the system. They’ll login to the system, visit their active leads, click on the lead they’re working on, and change the details of that lead.
  • 17. Use case: change lead status Stakeholders: Sales teamleaders, customers Preconditions: Lead in the list must already exist in the system with complete details Lead must already be assigned to a marketer Postconditions: Lead will be modified with additional details on the prospective customer Lead will either be active or inactive depending on status
  • 18. Use case: change lead status Marketer visits leads page System System gives leads list Marketer Marketer selects current lead Open active leads page System gives detail page Choose current lead Marketer updates lead info Update lead information and status, submit Redirect to active leads page System saves info to DB Marketer returns to lead list
  • 20. Lead Source 1 companyName Product address productName 1 * city productSource * state productPrice Promotion zip productDescription promotionName country productPicture promotionSource phone 1..* 0..1 OrderDetails 0..1 orderID productID qty * * * Lead Order createDate Sales Company orderDate expireDate companyName orderCustomerID customerID address orderTotal sourceID city orderPaymentMethod promotionID 0..1 * state orderDueDate pipelineID zip orderPayDate salesCompanyID country 1 divisionID * phone * teamID isInternal marketerID managerID status 1 1 detail * * * 0..1 * Division Person Team divisionName firstName divisionID companyID lastName 0..1 teamLeaderID managerID address * city 1 1 1 1 state zip country phone 0..1 1 User Customer userid age maritalStatus 0..1 0..1 numChildren assetAmount 0..1 * 0..1 liabilityAmount Manager Team Leader Marketer Processing Rep managerType commissionRate commissionRate managerID teamID salesCompanyID 1 * *
  • 21. Prototypes & implementation Screen designs, report designs, menus, and more
  • 22. Design prototype: leads list (and web app layout)
  • 23. Report design work-in-progress: leads list (active)
  • 24. Report prototype: Lead detail report
  • 25. Report design work-in-progress: Actual system lead detail report
  • 27. Menu hierarchy: headers External company management Internal company management Leads management Customer management Order management Reports
  • 28. Menu hierarchy: External company management Add new lead source View existing lead sources Add new promotion View existing promotions
  • 29. Menu hierarchy: Internal company management Add new sales company View existing sales companies Add new division View existing divisions Add new team View existing teams Add new marketer View existing marketers
  • 30. Menu hierarchy: Leads management Add new lead Import leads Export leads Distribute leads View my leads
  • 31. Menu hierarchy: Customer management Add new customer View existing customers Order management Add new order View existing orders
  • 32. Menu hierarchy: Reports Generate lead report Generate marketer report Generate overall report
  • 34. Application architecture How Birdie represents model-template-view (MTV) architecture using Django
  • 35. Technology & working environment Web application running on Django 1.1 (beta), Python 2.5.4, SQLite Features locked; 1.1 is slated for April SQLite for development only; production will use MySQL All development done on my MacBook under Mac OS X TextMate, CSSEdit, Pages/Keynote/Numbers, OmniGraffle, GitHub
  • 36. App architecture, design approach Model-Template-View (three-layer architecture) Models represent data access and definition Templates contain presentation logic Views contain business logic Similar to Model-View-Controller architecture Object-oriented design approach Python is object-oriented
  • 37. Web browser URL controller Template layer View layer Model layer Database Marketer Open active leads page (/leads/marketer) Get active leads view Get active leads view Get active leads for marketer Get all active leads for marketer Marketer's active leads Marketer's active leads Template context for active leads Rendered active leads template Select active lead Get lead detail view Get lead detail view Get lead detail for lead #001 Get lead detail for lead #001 Lead #001 detail Lead #001 detail Template context for lead #001 Rendered lead detail template Update lead details, submit form Get update lead view Get update lead view Update lead #001 Update lead #001 Redirect to active leads template Template context for active leads Rendered active leads template Detailed sequence diagram Change lead status (for demonstration)

Notas del editor

  1. - Birdie is my project - Written in Python using Django framework - Sales leads tracking app
  2. - Touch on the basis for the app - What it does, in a nutshell
  3. - NMR, partnered with PMI in Utah - They do consulting and marketing - One of their functions is phone marketing
  4. - Sales leads tracking and management system - Leads come into company - Processing reps file the leads according to their sources - Distribute them through our channels - Current system is tied to Windows clients, need access for browsers and mobile phones
  5. - Show the feasibility study from my last report
  6. - No change, really - Most organizational changes already took place with previous system
  7. - Still not much risk - People are mostly tech-savvy here - Marketers are least tech-savvy, but most still are sharp on tech
  8. - My first major exposure to Django OR Python - Issue at beginning but: easy to pick up, very powerful - Know people that know Django
  9. - Not much risk as long as I manage my time - Could spend longer than alotted; I tend to pay too much attention to small details - No time for that
  10. - Small (but growing) company, know most users of system - I’m the scarce resource (as developer)
  11. - Numbers on my last report - Quite feasible, economically and overall
  12. - The fun stuff, pretty pictures - Some of what the system needs to do
  13. - Processing rep does a lot of management of the data - Customers, sources, promotions, campaigns - Initial lead distribution
  14. - Various levels of mgmt - Leads go to sales mgrs, then to division mgrs, then teamleaders - All levels can see lead reports and marketer reports - Only sales mgrs can see overall reports
  15. - Marketer has one: change lead status - Upgrade/downgrade lead depending on outcome of followup - Complex, lots of data entry; focal point
  16. - From description - Happens when marketer follows up on lead via phone - Makes calls for each lead on their list - Pull up detail report and fill out extra details, change status
  17. - Teamleaders preside, customers are contacted - Lead must have complete path, be assigned to show up in list - After, lead is modified, be active or inactive
  18. - Diagram: follow arrows - Gets active leads list, chooses one, updates info - Gets redirected
  19. - Lead is in center - Order/product is off to side, somewhat separate from main part - Person super of customer, user - User is anyone who logs into system, includes bottom row classes
  20. - REALLY fun stuff - Mockup designs, what’s implemented
  21. - Initial prototype, layout of leads list for mktr - Select a lead, go to lead detail
  22. - Leads list implementation - Same functionality, choose between lead phases (a/i/e)
  23. - Second prototype: detail report - Marketer gets this for each lead they call - Add details, fill in demographics
  24. - Implementation of lead detail report - Haven’t added demographics - Working status change and detail/notes
  25. - Third mockup: lead report - May or may not have graph; extra feature - Shows statistics of leads over time period - Not yet implemented
  26. - Planned menu hierarchy - Dependent on credentials - Section headers
  27. - Managers, processing reps have access
  28. - Processing reps, mgmt, teamleaders have access to certain sections
  29. - Processing reps have first 4 - Mgmt has 3 & 4 - Mktr has 5th
  30. - Processing reps get all these - Mgmt can access as well
  31. - Mgmt have all 3 - Teamleaders only have first 2
  32. - Real basic main menu implemented now - Tailored to your credentials - Clicking on your name in upper-right gets you to menu - Breadcrumb always helps you find your way
  33. - MTV: model/template/view - MVC: model/view/controller - different names for same thing - Django ‘controller’ is URL direction file, biz-logic in ‘views’ - Templates are rendered HTML files
  34. - Dev-ing w/ prerelease build of Django 1.1, due in couple of weeks - Database testing with SQLite, full build MySQL; Django handles DB differences - All Mac dev-environment
  35. - As previously explained - Models = models - Views = templates - Controllers = views - Actual controlling = URL direction, regex’s - Objects/models predefined, view classes/forms = biz-logic
  36. - What it looks like going from through system - Follow steps
  37. - End! Stop sweating now