final proposal group 5

Bradford’s Retail

Technological Improvement:
EPos Integrated Solu>on

2

Content
•  Execu've
Summary

•  Our
understanding
of
requirements

•  Our
approach

•  Summary
of
outputs-‐solu'ons

•  Risks,
Cost
&
ROI

•  Timeline

•  Commercial
arrangements
&
assump'ons

•  Why
ITside?

•  Our
team

•  Success
stories

3

Our
understanding
of
your
requirements

The following section provides a summary of our understanding of your objectives, requirements and
scope.

Our understanding of your requirement is based upon the request for a proposal document and from the wealth experience we have gained from
delivering the informa>on technology management services to other retail clients.

The client is a small family-‐owned retailing chain opera>ng 20 stores in the York. The largely female workforce is mostly
long-‐standing employees without any informa>on technology experience. Payroll and cash collec>ons are all outsourced.
Each store has electronic >lls with only scanning and reading barcodes features. The supply chain managed by two staff
who are responsible for daily delivery. Some products are delivered by local suppliers and others via a central warehouse.

The client has a strong and loyal customer base but its offer appears to be a liLle outdated and not keeping up with the
latest services such as on-‐line shopping, customer loyalty, and in-‐store promo>ons. The director wants to introduce a new
technology but really concerns about the payback period, as well as the organiza>on won’t cope with significant changes to
working processes.
We understand that your expecta>on for the organiza>on is to adopt new technology to increase work effec>veness, as
well as enhancing compe>>veness and profitability. At the same >me, you want to offer workers a stabilized employment
rela>onship. In order to meet your plans you would like to:
•  Develop a comprehensive understanding of the current business status
•  Develop an appropriate and efficient IS scheme to support the business opera>ng including sales, supply chain and
stock management.
•  Develop a strategic online shopping system to consolidate market compe>>veness.
•  Develop a long-‐term plan to maintain the customer rela>onships.
We will spend one week to work with you to get further understanding of your organiza>on current opera>ng status. We
will interview stakeholders, collect and analyze exis>ng IT system. We have done several interviews with similar local retail
stores and obtained related informa>on that could help us provide more appropriate and effec>ve service to you.

We will launch a comprehensive IT strategy plan with different levels of stakeholders, such as director, supply chain
managers and normal employees. We will define a roadmap to demonstrate how the an>cipated vision would be achieved.
Our
understanding
of
your
requirements

CONTEXT

YOUR

OBJECTIVE
S

OUR

SUPPORT

5

SWOT Analysis
Strength Weakness
Opportunities Threats
internalExternal
•  Strong and loyal customer base
•  Good reputation
•  Loyal employees
•  Local major suppliers
•  Low level technology
•  No professional IT staff
•  No customer database
•  Outdated supply chain
management
•  Offer is dated
•  Adopting new technology to
increase efficiency
•  Building on-line shopping
•  Offering in-store promotion to
attract customer
•  Strong competitiveness in retail
market
•  On – line shopping quickly
development
•  Substitution

6

SOLUTIONS

Technology, people and processes

7

Retail System
Easy, Useful, Fast
To
create
an
IT-‐management
solu'on
for
Bradford’s
store
chain
ITside
Consultancy
focused
mainly
on
the

following
factors:

•  Feature-‐set
fit:
how
well
func'onality
matches
par'cular
needs
of
Bradford’s
business:
IT
advancement,

customer
loyalty
focus,
in-‐store
promo'ons,
online
shopping,
and
supply
chain
system
improvement
to
cut

costs
and
increase
revenue.

•  Flexibility
and
scalability:
how
adaptable
to
change
and
scalable
is
the
solu'on

•  Easiness:
how
intui've
and
easy-‐to-‐use
and
easy-‐to-‐adapt

•  Less
costs
and
more
benefits:
what
are
tangible
and
intangible,
short-‐term
and
long-‐term
benefits
of
the

implementa'on

•  Reliability:
proven
solu'on
with
good
track
record

•  Reflec'ng
organisa'onal
reality

The
system
should
be
comprised
of
elements
that
address
customer
rela'onship,
supply
chain
management,

online
shopping
and
capabili'es
of
point
of
sale.
It
is
crucial
that
system
is
secure
and
reliable,
proven,
easy
in

learning
and
use.
Flexibility
is
important
to
be
able
to
tailor
the
system
to
meet
ever-‐changing
market

requirements
and
respond
to
customer
feedback.
Furthermore,
as
Bradford’s
company
does
not
have
an
IT

Department
it
is
necessary
to
safeguard
the
solu'on
with
a
strong
long-‐las'ng
IT
support.

Overview:

8

Retail System
Easy, Useful, Fast
The
main
components
of
the
solu'on
we
provide
for
Bradford’s
company
are:

1.  SoXware:
electronic
point
of
sale
(EPoS),
customer
loyalty
system
(CLS),
inventory
control
and
management

(ICM),
e-‐commerce
solu'on
(fully
integrated
online
shopping
website)

2.  Hardware
&
Network:
for
each
'll
hardware
includes
processor,
touch
screen,
receipt
printer,
cash
drawer,

barcode
scanner
(currently
exploited
scanners
can
be
used
to
cut
expenses).
In
each
store
we
need
a
server

that
will
connect
internal
store
network
(Ethernet)
through
Cloud
service
with
other
stores
and
the

warehouse

3.  Implementa'on
processes
&
support
(delivery,
installa'on,
training,
IT
support):
delivery
and
installa'on
of

the
hardware
and
soXware
in
all
stores;
training
sessions
can
be
adjusted
to
suit
less
IT
experienced

members
of
the
company
to
feel
comfortable
with
the
new
soXware
and
systems

4.  Change
management
strategy:
to
create
a
change
management
strategy
it
is
important
to
understand
how

working
processes
should
adjust
to
new
organiza'on
reali'es,
how
to
cope
with
this
change
and
poten'al

resistance,
how
to
measure
success
and
cascade
further
strategy

Components:
Training process
01
02
03
04

Brieﬁng
InstrucDons
QuesDons
Support

Warehouse

Epos

E-‐shop

Retail
System

System overview
Suppliers

10

Retail System
Easy, Useful, Fast
Expected
benefits
from
the
good-‐running
IT
retail
system
in
Bradford’s:

•  Increasing
profit
margins
(see
ROI
sec'on
of
the
Proposal)

•  Streamline
business
processes

•  Cucng
inventory
and
supply
chain
costs

•  Increasing
customer
loyalty:
leveraging
exis'ng
base,
adrac'ng
and
retaining
new
customers

•  Time-‐savings

•  Assuring
accurate
buying

•  Guaranteeing
security

•  Reducing
paperwork

•  Good
customer
service

•  Improving
decision-‐making

•  Being
on
the
forefront
of
retail
industry
trends:
strengthening
and
shaping
company
reputa'on

Benefits:

11

The basic aspects
Intergra>on & Cloud
Customer
Loyalty
System

E-‐commerce

Electronic
Point
of
Sale

Inventory
Control

And
Management

All
the
data
is
consolidated
through
the
day
in
Cloud
every
hour
or
more
frequently
if
required
so
that
centrally
Bradford’s

management
team
can
see
what
is
happening
in
every
store.
All
stock
entry
and
pricing
can
be
entered
and
controlled
once
from

Cloud
and
passed
down
to
the
'lls
at
each
store,
saving
many
man
hours
of
repe''ve
data
entry.
Stock
can
be
managed
centrally

as
well
as
ordering
for
stock
replenishment
at
store
level.

Inter-‐branch
stock
transfers
is
also
standard
allowing
stock
requests

and
movement
between
the
various
stores.

Cloud
technology
is
cost-‐eﬀec've
and
useful
for
remote
management
and
central
monitoring
and
control.
This
will
facilitate

beder
decision-‐making,
reduce
human
error,
automates
and
speed
up
business
processes.
It
will
also
provide
a
beder

understanding
of
Bradford’s
performance
and
create
a
base
for
analysis
and
management
strategy
forma'on.

12

Now
we
will
describe
in
more
detail
each
of
our
soluDon
that
we
aim
to
introduce
to
Bradford’s
(SoQware,
Hardware,

ImplementaDon
Processes,
Change
management
strategy)

Descrip>on of the implementa>on

13

Descrip'on
of
the
implementa'on

Easy, Useful, Fast
Point
of
sale
–
is
the
place
where
customers
make
purchases.
It
is
crucial
to
equip
each
store
with
POS
systems
that
will
increase

efficiency,
speed
and
customer
sa'sfac'on.
Electronic
(computerized)
systems
decrease
human
error.
When
choosing
a
solu'on
for

POS
we
took
into
account
following
factors:

•  Easy
to
implement
and
use

•  Flexible
mul'-‐func'onal
solu'on
to
address
diversified
needs
of
Bradford’s
business
and
changing
environment

•  Ability
to
integrate
with
other
systems

•  Jus'fied
costs:
cloud-‐based
solu'on
will
reduce
costs
on
infrastructure

•  Support
is
provided

Each
store
has
full
POS
func'onality.
Our
EPoS
solu'on
should
provide
user-‐friendly
interfaces
and
have
access
levels
(password

controlled)
to
assure
that
every
employee
sees
only
relevant
part
of
the
system.
Security
levels
ensure
only
certain
facili'es
and

menus
are
available
to
the
appropriate
staff.

Benefits

•  Expected
benefits
from
EPoS
implementa'on
at
Bradford’s
are:

•  Reducing
theX
and
human
error

•  Time-‐savings:
accelerate
checkout
process

•  Higher
speed,
more
payment
op'ons,
supported
customer
loyalty
system
leads
to
beder
customer
service

•  Increasing
efficiency

•  Pricing
strategy
automa'on

•  Controlling
profit
margins
(by
capability
of
iden'fying
excessive
discounts)

1)SoZware:
Electronic Point of Sale (EPoS)

14

Descrip'on
of
the
implementa'on

Easy, Useful, Fast
General
Features

•  Diﬀerent
payment
methods
supported:
cash,
check,
credit,
debit
cards

•  Mul'-‐tender
transac'on
support:
special
orders,
giX
registries
and
sales

•  Recall
transac'ons,
perform
returns

•  Touch
screen
interface

•  Display
product’s
name,
adribute,
price,
quan'ty,
loca'on
in
store,
quan'ty
in
warehouse,
picture,
discounts,
date
of
the
next
delivery

•  Integrated
credit
and
debit
card
processing

•  Sell
when
network
is
down
with
oﬄine
POS
mode

•  Create
management
reports

•  Create
purchase
reports

•  View
daily
sales
graph

•  Discount
management:
automo've
discount
sugges'ons

•  Perform
mix-‐and-‐match
pricing
mechanism

•  Integra'on
with
Inventory
system
–
live
synchroniza'on

•  Integra'on
with
CLS
–
live
synchroniza'on:
basic
CLS
interface

•  Print
receipts

•  Prac'ce
Mode

•  Access
levels

•  Pricing,
Discount-‐tracking
and
In-‐store
promo;ons

•  Put
items
on
sale/promo'on

•  Set
up
happy
hours
and
sales
schedules

•  Set
item
price,
set
mul'ple
price
levels

•  Put
products
on
promo'on
manually

•  Automated
discount
control
recommenda'ons

•  For
training
purposes,
EPoS
includes
a
prac'ce
mode,
which
is
useful
for
employees
to
safely
explore
EPoS
func'onality.

1)SoZware:
Electronic Point of Sale (EPoS)

15

Descrip'on
of
the
implementa'on

Easy, Useful, Fast
In
each
store
of
Bradford’s
retail
chain
there
are
7
000
units
of
inventory
and
it
is
important
to
provide
solu'on
to
effec'vely

manage
this
asset
which
is
the
largest
physical
asset
in
Bradford’s.
If
not
managed
properly,
the
following
consequences
may
occur:

•  Excessive
offer
of
some
items,
which
could
lead
to
decrease
in
revenue
and
margins

•  Out-‐of-‐stocks
of
some
items,
leading
to
lost
sales
and
decrease
in
customer
sa'sfac'on

•  Poor
awareness
about
on-‐hand
quan'ty,
leading
to
customer
dissa'sfac'on

The
system
should
be
integrated
into
EPoS
system
and
all
data
about
inventory
should
be
synchronized
between
stores
and
the

warehouse.
This
will
increase
accuracy
of
decision-‐making
over
inventory-‐related
issues.
The
system
is
also
reduces
human
error

and
puts
management
into
control
as
it
logs
all
the
ac'vi'es
and
saves
history
of
each
item.

The
system
makes
recommenda'ons
about
op'mal
supply
date,
supplier,
transfer
op'ons
between
stores
which
allows
to

effec'vely
balance
stock.
The
system
could
be
operated
from
Cloud,
managed
by
top-‐management
as
well
as
from
the
warehouse

and
is
integrated
in
EPoS
func'onality
consolida'ng
necessary
data
to
EPoS
interfaces.
The
system
is
also
linked
through
Cloud
with

online
shop
which
ensures
synchronized
data
about
items’
availability
and
hence
enables
beder
customer
service.

1)SoZware:
INVENTORY
CONTROL
AND
MANAGEMENT
SYSTEM
(ICM)

16

Create an easy to use website for online shopping
We provide a web store with all the latest func>onality to ensure shopper
engagement. The solu>on comes complete with a full two way link between the web
site and the retail stores. This ensure that stock availability is always correct and that
data only needs to be entered once. As you receive a web order, it is sent directly to
the store loca>on of your choice for fulfillment. Web stock availability can reflect
stock in one loca>on or all loca>ons, the choice is yours. Our site will be designed
with your business in mind and reflect the type of shopper you are trying to aLract.

Our solu>on is divided into 3 different op>ons:
•  On-‐line shopping: the holders of Bradford’s Club Card will be able to shop online
and benefit from the online offers
•  Click & Collect: the members-‐customers will have the opportunity to place an
order and collect it from the nearest of the 20 Bradford’s shops
•  Social Media Campaigns: Will raise awareness and will be a good way to link
Bradford’s tradi>on with new genera>ons and aLract new customers
Descrip'on
of
the
implementa'on

1)SoZware:
E-‐COMMERCE

17

Webpage Mockup
Search
through
the
database
for

products
and
oﬀers
Easy Naviga>on
Orders
will
be
delivered
to

customers
with
a
small
extra

charge
or
Click
&
Collect
Home Delivery
The
customer
will
have
the
chance
to

see
what
he/she
will
he
buys
Pictured Catalogue

18

Mobile Version
In Bradford’s we have maintained a top quality service for our
customers for
over
70
years

In
Bradford’s,
regular
online
and
Click
&
Collect
orders
can
be
placed
from
customers
smartphones

19

Our CRM system gathers informa>on of customers for all
your stores, enabling you to analyse informa>on about their
preferences and improve your services with real insights from
the market. Furthermore it gives you the op>on to record
customer details including contact informa>on and their
preferences in different accounts-‐profiles that will help you
manage your customer rela>ons. Informa>on such as
addresses, tax regions, credit card informa>on, latest
transac>ons with your company, eligibility for discounts,
problem history and account balance can be maintained.
By combining informa>on about product sales and
customer profiles:
•  Improve your customer service and gather informa>on about
the chain-‐wide buying habits
•  Create the best possible sales and increase your income from
them
•  Follow the chain-‐wide buying habits and make offers that will
aLract and retain new customers to Bradford’s.
•  It gives the op>on to spot specific target groups and create
tailored solu>ons for the them
•  Simplifies the marke>ng process
•  Can help Bradford’s create linked items sales and services
•  Allows you to give your customers personal aLen>on. By
providing tailored solu>ons you build upon customers loyalty.
•  Gathers needed data that can help improve in-‐store
promo>ons
•  Monitor customers buying history and changes in his /hers
behaviour

Our
system
can
is
integrated
with
Epos
and
the
online
shop.

From
the
Epos
'lls
and
through

the
website
customer

informa'on
can
be
checked
and
updated
as
all
the
informa'on

are
stored
secure
in
the
cloud
server

“All
aspects
of
customer
history
and
data
can
be
used
as
filters
to
create
selec've
call-‐up
lists
or

mailing
labels
for
marke'ng
purposes.
“

Descrip'on
of
the
implementa'on

1)SoZware:
CUSTOMER
LOYALTY
SYSTEM

20

Leverage your loyal customer base
Customer Loyalty Program
Loyalty
and
giX
cards

Special
discounts

Point-‐based
loyalty
scheme

Purchase
sugges'ons

21

Leverage your loyal customer base
Customer Loyalty Program
Our
solu'ons:

•  Loyalty
cards:
having
loyalty
cards
and
giving
points
to
the
returning
customers
is
a

good
way
to
establish
a
strong
rela'onship
of
trust.
It
is
also
a
very
good
way
to

engage
your
customers
and
provide
them
incep'ves
through
oﬀers

•  In
Store
promo'ons:
having
in-‐store
promo'ons
especially
addressed
for
Bradford’s

Club
Card
holders
will
boost
both
sales
and
customers
loyalty

• 
Mailing
lists:
special
mailing
lists
with
exclusive
oﬀers
for
the
members

BRADFORD’S

22

Descrip'on
of
the
implementa'on

Easy, Useful, Fast
Benefits

•  Expected
benefits
of
ICM
implementa'on
at
Bradford’s
are:

•  Increase
profit
margins
through
decreasing
inventory
costs

•  Accuracy
of
decision-‐making

•  Reduce
human
error

•  Beder
central
control

•  Op'miza'on
and
automa'on
of
supply
management

•  Time-‐savings

•  Beder
customer
service

Features

•  Automated
replenishment
orders
for
warehouse
and
all
stores
by
restock
levels
and
quan'ty
sold

•  Set
restocking
levels
for
selected
items

•  Centralized
supplier
table
for
all
stores

•  Inventory
transfer
between
stores
and
automated
recommenda'ons
to
balance
stock

•  Track
and
manage
all
items:
add,
edit,
search
etc.

•  Designate
loca'on
as
warehouse
where
stock
can
be
received,
hold
and
redistributed

•  Integra'on
with
EPoS
with
synchroniza'on:
in-‐store
checks
of
available
quan'ty

1)SoZware:
INVENTORY
CONTROL
AND
MANAGEMENT
SYSTEM
(ICM)

23

Descrip'on
of
the
implementa'on

Easy, Useful, Fast
The
next
component
of
4-‐fold
solu'on
suggested
by
ITside

Consul'ng
for
Bradford’s
retail
chain
is
hardware.
The
hardware

is
the
plaoorm
for
the
whole
retail
system
and
consists
of
these

main
components:

•  POS
Sta'ons
on
each
chechout
point
(EPoS
SoXware
is

installed
on
these
sta'ons).
One
store
has
mul'ple
lanes.
A

local
area
network
connects
each
POS
sta'on
across

chechout
lanes

•  In-‐store
server:
connects
the
store
through
Cloud
with
other

stores
and
the
warehouse

•  Management
sta'on
(in
Cloud
or
in
one
of
the
stores):

centrally
monitors
and
manages
opera'ons

2)Hardware:

24

Descrip'on
of
the
implementa'on

Easy, Useful, Fast
ITside
Consul'ng
takes
step
by
step
approach
to
ensure
that
the
solu'on
we
provide
meets
Bradford’s
requirements.

ANALYSIS
&
DESIGN

To
begin
is
it’s
important
that
we
take
the
'me
to
understand
your
exis'ng
processes
and
how
these
fit
into
your
business
more

broadly.
Primarily
it’s
important
to
ensure
that
our
solu'on
will
fit
into
your
company.

We
will
endeavor
to
suggest
new
processes

that
will
allow
retail
system
to
beder
align
with
your
strategic
objec'ves
beyond
the
scope
of
exis'ng
processes.

INSTALLATION

Our
solu'ons
is
tailored
to
pre-‐determined
specifica'ons
and
rigorously
tested
in
advance
of
delivery
to
your
site.
In
each
store

installa'on,
process
will
take
from
3
to
6
hours.
We
will
ensure
that
every
effort
is
made
to
minimize
disrup'ons
to
your
daily

working
processes.

TRAINING
AND
SUPPORT

Once
the
system
is
operable,
we
will
begin
training
workshops
with
all
members
of
the
staff
that
will
operate
with
the
system
in

their
daily
work.
Training
process
has
been
designed
to
be
quick
and
simple.
Training
is
tailored
to
be
accessible
for
your
long-‐
standing
employees.
As
well
as
this,
we
provide
on-‐going
technical
and
training
support.

3)Implementa>on processes:

25

Descrip'on
of
the
implementa'on

Easy, Useful, Fast
ADOPTION

ITside
Consultancy
fully
appreciates
Bradford’s
company’s
concerns
regarding
the
implementa'on
of
new
technology
in
a
long-‐
standing
tradi'onal
business.
However,
this
is
something
that
we
are
used
to.

Two
examples
are
Benneds
of
Derby
(established
in

1734)
and
Barnids
of
York
(established
in
1896)
who
were
moving
from
cash
registers
to
EPOS
with
well
over
160,000
stock
lines

each.

Most
of
our
customers
do
not
have
an
IT
department.

We
are
also
used
to
helping
long-‐standing
employees
embrace
new

technology
and
in
our
experience,
once
they
have
seen
how
easy
it
is
to
operate
the
barriers
start
to
fall
down
and
turn
into

enthusiasm.

We
will
oﬀer
full
training
to
help
with
this
transi'on
and
this
can
be
tailored
to
suit
par'cular
job
roles
to
keep
it

simple
where
it
needs
to
be.

REORGANIZATION

Implementa'on
of
IT
advancement
project
implies
some
structural
reorganiza'on.
ITside
Consultancy
understands
Bradford’s

culture
of
giving
its
employees
a
good
place
to
work
and
aims
to
save
all
posi'ons
as
they
are
now.
However,
some
amendments
is

job
descrip'ons
are
inevitable.

1.  To
create
a
plan
for
reorganiza'on
processes
ITside
Consul'ng
will
take
following
approach:

2.  Current
state
organiza'onal
structure
and
job
descrip'ons

3.  Desired
future
state
(with
implemented
solu'ons
that
we
described
above)
organiza'onal
structure
and
job
descrip'ons

4.  Gap
analysis
between
1
and
2

Iden'fying
changes
in
structure
and
job
descrip'ons

To
iden'fy
current
state
ITside
Consul'ng
will
conduct
interviews,
surveys
and
observa'ons.

To
tailor
desired
future
state
to
organiza'onal
needs,
ITside
Consul'ng
will
conduct
Stakeholder
analysis
on
the
implementa'on

stage
(see
Project
Timeline).

4)Change Management Strategy:

26

Cost,ROI,Risks
Cost analysis,ROI,Payback and Risk Management

27

Cost Analysis
82087$
50000$

30%

132087$

Investements
For
the
implementa'on
,
the

hardware
and
soXware.
Consul>ng Engagement cost
The
cost
for
our
consul'ng

services
Total Cost
The
total
cost
for
this
project

28

Cost Analysis
Epos System cost
Something about project that you should know
Full Epos system for headquarter costs a bit more than
regular Epos installed in other stores. Moreover, each store
will install three tills with full Epos system. Hence, there are
60 tills with Epos system will be needed. Then, we estimate
implementation service fee which covers configuration fee,
delivery fee, installation fee and training fee. The training
will be completed in two days. In addition, the costs of
website implementation and Customer Relationship
Management System are included as well. Our consulting
engagement cost is 50,000 pounds and this will be stated in
detail in commercials part. As we can see from the bar
chart, the most large cost part is Epos System since the
Epos system is more fully functional.
We
found
it
will
save
around￡87,857
and
it
grows
at
5.2%

according
to
similar
size
of
retailing
store
chain
sta's'cs.

29

ROI & Payback period
-‐33.25%

-‐33.25
ROI
1
Year

1.5

1.5 years
Payback
Period

33.25%

33.25
ROI
2
Year

We found it will save around￡87,857 and it grows at 5.2% according to similar size of
retailing store chain sta>s>cs. According to this amount of saving, we calculate the Payback
period and ROI. The Payback period is predicted around 1.5 years and ROI for the ﬁrst year is
-‐33.25%. However, we get ROI with 33.25%. From this point, this project is worth to invest.

30

Risk Management
NO# RISKS# POTENTIAL)IMPACT# MITIGATING)ACTIONS)
#
1# Delay&in&signing&
the&deliverables&
from&the&
stakeholders&
!
• Delays&in&the&project&
as&a&whole&&
• Cost&increase&&&&&
!
• Following!ITside’s!policy!about!the!!sign7off!of!the!deliverables!
• Publishing!of!the!deliverables!schedule!up!front!
2# Stakeholders!
unavailability!
• The!projects!
importance!declines!
• Cost!may!increase!
• Schedule!meetings!with!the!stakeholders!
• Create!specific!channel!of!communications!
3# Needed!
documentation!
and!client!
resources!not!
available!
• Failure!to!meet!
projects!objectives!
• Deliverables!not!met!
according!to!the!
timeline!
• Identify!key!personnel!and!arrange!meetings!with!them!upfront!
• Ask!for!most!of!the!documentation!up7front!
4# Business!
requirements!
are!unclear!or!
changing!
• Misalignment!with!
the!clients!needs!
• Major!changes!in!the!
estimated!budget!!
• Good!understanding!of!clients!needs!
• Clear!analysis!of!the!benefits!and!the!major!changes!introduced!
5# Significant!
changes!in!the!
organisation!
• Major!impact!on!the!
projects!outcome!
• Constant!communication!with!the!client!
6# Employees!
resistance!for!
the!new!
technology!
• Not!effective!use!of!
the!system!
• Loss!of!income!for!
client’s!company!
!
• Extensive!training!sessions!
• Easy!and!ready!to!use!systems!
• Previous!experience!in!training!technological!“immigrants”!
7# System!failure! • Problem!of!the!
functioning!of!the!
company!
• Loss!of!income!
• We!provide!phone!technical!support!!
• Many!partnerships!with!hardware!repairing!companies!
• The!hardware!and!software!comes!with!3!years!warranty!!
8# Capital!
liquidity!
• The!customer!may!
face!issues!with!the!
payment!and!the!
payment!period!
• We!offer!flexible!payment!options!and!payment!in!instalments!

31

Timeline,assump>ons,arrangements
Commercial arrangements,timeline,,assumptions and why ITside

32

Using GanL chart
Timeline

•  We outline below the rate card of senior manager, senior technical consultant, IT consultant and partner to be used for this project.
VAT and expenses are not included in these rates.
In order to deliver the project, we plan to use ￡50,000 for grades of resource.
Commercials

34

This
response
has
been
made
with
the
following
assump'ons:

Our assump>ons

It
is
the
clients
responsibility
to
ensure
that
the
review
and
the
sign-‐oﬀ
of
all
project
deliverables
is
within
the

'mescales.
Failure
to
meet
the
deﬁned
project
'mescales
will
lead
to
delays
in
the
project.

All
appropriate
documenta'on
and
client
resources
will
be
provided
un'l
the
end
of
the
project.
Relevant
requested

informa'on
or
interviews
with
the
employees
should
be
in
our
disposal
within
two
days
of
the
ini'al
request.

It
is
assumed
that

Itside

has
the
approval
of
the
business
and
of
all
the
stakeholders
involved
and
that
the
project
is

backed
up.

The
availability
of
the
exact
resources
named
in
the
CV’s

sec'on
will
vary
depending
on
the
star'ng
date
of
the

project.

All
requested
changes
will
go
through
a
change
management
process
and
their
impact
to
the
project
will
be

evaluated.
In
that
case,
addi'onal
fees
may
apply
as
well
as
new
risks
and
a
prolonged
comple'on
period.

It
is
assumed
that
Bradford’s
has
a
clear
understanding
of
the
Epos
solu'on
and
all
the
other
applica'ons
integrated

in
your
solu'on.
Itside
will
not
be
responsible
for
any
informa'on

other
than
the
applica'on
integra'on
,the

training
and
the
service.

The
fee
es'ma'on
does
not
include
third
party
support
costs.

Itside
is
not
responsible
for
hardware
failures
even
though
we
provide
technical
support.

We have developed our Informa>on technology consul>ng service for over 5 years. We are con>nue to
provide our clients with the most appropriate solu>on.
Who are we?
Our IT team is over 100 strong in the UK. We have
rich consul>ng knowledge and experience and we
can provide our client the best informa>on
technology service.

Globally, we have more than:
•  500 Cer>fied Informa>on Systems advisors
•  200 Cer>fied Informa>on System Auditors
•  120 Cer>fied Informa>on Systems Security
professionals
•  30 Qualified lead auditors
Why Itside ?
•  Independent and experienced technology
specialists
Our aim is to give you the professional service and
best advice for your business. The strong
rela>onship with many world’s top technology
partners give us experience and access to the latest
technology innova>on.
•  Comprehensive capabili>es consist of business,
finance, opera>on and technology
We well understand of your business needs across
opera>ng, technology and cost structure to provide
a realis>c and beneficial plan.
•  From plan to implementa>on
We have structured our work to deliver a thorough
plan. We expect to be your partner for a successful
implementa>on in next phase.

Why
ITside
ConsulDng?

36

Our
Team

Presentation of our team members and their CV’s

37
Salome
Parulava

Project
Manager

•  Managing
and
leading
the
project
team

•  Overall
responsibility
for
project
delivery

•  Ensure
the
quality
of
the
project

•  Delivery
the
strategy
documents

•  Provide
Informa'on
System
subject

mader
exper'se
Ye
Meng

Rela'onship
and

Quality
Partner
•  Ensure
the
project
aligns
to
the
sider

strategy

•  Provide
objec'vity
and
fresh
ideas.

•  Keep
in
touch
with
clients
and
set
good

rela'onship
with
client

•  Provide
advices
based
on
her
experience

and
project
analysis

Panos
Markidis

Technical
Architects

•  Provide
deep
technical
exper'se
and

advice

•  Responsible
for
designing
solu'on

workﬂows

•  Provide
expert
advice
on
business
and

technical
topics
Feiyang
Pan

Business
Process

Analyst

•  Responsible
for
understanding
and

developing
the
client’s
informa'on

system
process

•  Work
with
technical
SMEs
to
deal
with

day
to
day
project
ac'vi'es
Team
Structure

38

Our Team
Salome Parulava
Senior
Manager

Salome
Parulava
is
a
senior
manager

in
our
Informa'on
System
prac'ce

in
Coventry
and
has
4
years
of
IT

project
and
programe
management

experience,
the
majority
of
which

has
been
spent
involved
in
Epos

system
management,
design,

implementa'on
and
support.
She

has
led
a
number
of
Informa'on

System
management
projects.

Ye Meng
Partner

Ye
Meng
is
a
partner
in
our

Informa'on
system
services.
She
has

many
years
of
IS
consultancy

experience
helping
organiza'ons

plan,
design
and
implement
IS

solu'ons
across
many
sectors.
She

ensures
that
both
our
delivered

work
and
rela'onship
ac'vi'es

performed
across
the
organisa'on

are
coordinated
and
high
quality.

Feiyang Pan
IT
Consultant

Feiyang
Pan
is
a
IT
consultant
in
our

team.
Feiyang
has
three
years
of

informa'on
technology
advisory

experience.
He
is
a
cer'ﬁed

Informa'on
System
security

professional.
Prior
to
joining
our

company
Feiyang
gained
extensive

experience
in
IT
support
role.

Panos Markidis
Senior
Technical
Consultant

Panos
Markidis
is
a
senior
technical

consultant
at
ITsite
Consul'ng’s

Informa'on
System
service

department.
Panos
joined

ITsite

Consul'ng
in
2011.
He
has
three

years
of
experience
in
delivering

Informa'on
system
management

projects.
He
has
excellent
analy'cal

abili'es
proven
by
a
number
of

publica'ons
in
his
Master
areas.

Salome Parulava
Senior Manager

Email: ism14sp@mail.wbs.ac.uk
Loca>on: Coventry

Educa>on

Sep 2014 – Sep 2015
Warwick Business School, University of Warwick, UK
MSc Informa>on Systems Management and Innova>on
Modules include: Organiza>onal Analysis, Informa>on Systems Consultancy,
Digital Business and Workplace Technologies

Sep 2007 – Jun 2012
St. Petersburg State University of Economics and Finance, Russia
Diploma with Honours in Mathema>cal Economics (4.76 out of 5.00)
•  Modules included: Systems Analysis, Management of Organiza>onal Change,
IT in Business
•  Awards: Diploma for high achievements in student government
development, Money award for contribu>on in scien>ﬁc research from
RFBR, Diplomas for par>cipa>on in student research conferences
•  2011: Exchange Student for 4 months in Warsaw University, Faculty of
Management Poland

Work Experience

Sep 2013 – Aug 2014
AIS Group, Junior Product Manager, Russia
•  Co-‐ordinated a team of programmers and a designer to develop products
within ini>ally approved >mescale
•  Developed technical requirements documents and created mockups for
web service products
•  Facilitated mee>ngs with the Senior Management to align products’
development plan with the strategic objec>ves of the company
•  Collaborated with other product managers to improve quality of user
experience: created a list of 65 adjustments to the products’ interfaces and
func>onality, 43 of which were subsequently implemented

Apr – Aug 2013
AIS Group, Junior Business Analyst, Russia
•  Supported 4 internal projects with qualita>ve analysis to improve quality of
user experience: recommended 140 changes and adds-‐in, 109 of which
were subsequently implemented
•  Designed and supported adap>on of the new communica>on scheme
between Product Management, IT Development and Business
Development Teams to decrease communica>on ineﬃciency
•  Took responsibility of the Product Manager who had a health problem for 2
weeks which resulted in the deadlines being met, what would otherwise
lead to 245 000 roubles (~£4000) loss for the company
©
2014
ITsite
Consul'ng.
All
rights
reserved.

CV – Informa>on system management

Panos Markidis
Senior Technical Consultant

Email: panosmarkidis@hotmail.com
Loca>on: Coventry

Educa>on

2014-‐2015
Warwick Business School , Coventry,U.K.
MSc Information System Management and Innovation
•  Modules included: Digital Business and Workplace Technologies, Enterprise
Informa>on Systems, Digital Business Strategy and Social Media

2008-‐2013
Athens University of Economics and Business, Athens,Greece
BA, International and European Economic Studies – GPA: 7.18/10.0
(Very Good)
•  Modules included: Microeconomics,Macroeconomics, Econometrics,
Managerial Accounting,Finance and Risk Management, Regional
Economics and Development, International Business.
•  Diploma Thesis: Public Debt and Deﬁcit in E.U.– Grade: 9.0/10.0 (excellent)
2002-‐2008
Athens College (Hellenic American Educational Foundation),
Athens,Greece
•  Apoly>rio – GPA 18.4 / 20 (Excellent)
Work Experience

May 2014 – Sep 2014
Fast Finance , Intern, Athens, Greece
•  Financial analysis of stocks.Consulted private investors
that did not have technical knowledge.
•  Asset allocation, portfolio management and Investment
advisory plans.
•  Macroeconomic analysis of Greek Market .

Nov 2012 – Aug 2013
Hellenic Navy, Chios, Greece
Head of the Opera9on Room in Chios (military service)
•  Human resources management.Introduced training manual that
reduced the training time of new recruits to ¼.Trained 85
new recruits.
•  Classified tasks on radar surveillance of Chios island.
Coordinated and leaded the land and naval surveillance of
the Turkish flee.My team received merit of honour for
exceptional service.
•  Internal communications expert and user of encryption
systems(ESE,ASDS)

©
2014
ITsite
Consul'ng.
All
rights
reserved.

Ye Meng
Partner

Email: ism14ym@mail.wbs.ac.uk
Loca>on: Coventry

Educa>on

Sep 2014 – Sep 2015
Warwick Business School, University of Warwick, UK
MSc Informa>on Systems Management and Innova>on
Modules include: Organiza>onal Analysis, Informa>on Systems Consultancy,
Digital Business and Workplace Technologies

Sep 2012-‐June 2014
E-‐Finance (BSc) 2:1 , University of Liverpool, UK
Skills Gained
•  Understanding full insights of the func>on of finance within an organiza>on
from the finance and business related modules like, ‘Financial
Management’ and ‘Business Finance

Sep 2010 – Jun 2012
Informa>on Management and Informa>on System (BSc) 2:1, Xi'an Jiaotong -‐
Liverpool University
Skills Gained
ʺ″ Analy>cal skill and logic thinking have been improved drama>cally by the
finance and programming modules

Work Experience

Jun 2013 – Jul 2013
Trainee, Bank of China, Huzhou Branch, Zhejiang Province
This post involves assis>ng customer manager with financing nego>a>on,
input and Management of online-‐banking informa>on, learning the bank
credit financing products and reading and learning trade financing cases.
Skills Gained
•  Interpersonal skills by vary my communica>on style in order to relate
beLer to co-‐worker
•  Nego>a>ng skills by financing nego>a>on with customer
•  Team work through project

©
2014
ITsite
Consul'ng.
All
rights
reserved.

Feiyang Pan
IT Consultant

Email: ism14fp@mail.wbs.ac.uk
Loca>on: Coventry

Educa>on

Sep 2014 – Sep 2015
Warwick Business School , Coventry,U.K.
MSc Information System Management and Innovation
•  Modules included: Digital Business and Workplace Technologies,
Enterprise Informa>on Systems, Digital Business Strategy and Social
Media ,Global Sourcing and Innova>on, Business Systems Consultancy, IT
& Finance
Sep 2011 – Jun 2013
University of Noyngham, U.K.
BSc Industrial Economics
•  Modules included: Computer in Business, Quan>ta>ve Methods,
Organiza>onal Behavior, Microeconomics for Business, Macroeconomics
for Business, Economics of Innova>on, Interna>onal Firms, Economics of
Organiza>on, Marke>ng Strategy, Economics of Regula>on, Financial
Economics

Sep 2010 – Jun 2011
Tsinghua University, Department of Foreign Language & Literatures
English Founda>on Course

Work Experience

Jul 2014 – Aug 2014
Internship, Bank of China, Tianjin Branch, China
Skills Gained:
•  Good working knowledge of banking prac>ce
•  Managed a porzolio of clients successfully
•  Introduced the bank’s unique products to customers
•  Learnt to use IT system and follow the management system of the
organiza>on
•  Oﬀered clients latest informa>on about funds and insurance products
•  Reported performance and achievements to senior manager

Jun 2013 – Aug 2013
Trainee, Agricultural Bank of China, Jiangsu, China
Skill Gained:
•  Communica>ng with customers
•  Learnt to use the banking opera>ng system
•  Collected and analyzed data
•  Reported to supervisor every week about future plans and past
performance

©
2014
ITsite
Consul'ng.
All
rights
reserved.


44

We are proud of what our customers say about our work
Our experience
ITside Consultancy experts helped us
understand what the business needs and
supported BarniJs through the en9re process
of change with careful aJen9on to speciﬁcs of
our company.

”
“
Paul
Thomson,
General
Manager
–
Barnids
(York,
since
1896
)

BarniLs is a family business
local retail store in York, UK
It operates since 1896 and has
over 160 stock line
We helped BarniLs to introduce
EPoS in July 2013

Return on investment = 8.3%
(July, 2014)

45

We are proud of what our customers say about our work
Our experience
“It’s a total game changer. For us, the most
important thing is making our customers happy, 9me
and 9me again. By halving their wait 9me and
making errors a thing of the past whilst ensuring
their favourite item is always in stock, we do just
that. And all from a solu9on that costs us just 2.50 a
day”
”
“
Ibrahim
Lockhat,
General
Manager
–
Freeze
‘n’
Spice
(Derby,
since
2002)

Freeze ‘n’ Spice is a a
thriving

specialist
grocery

retail
store

located
in Derby,UK
It operates since 2002 and has
over 600 stock line
We helped Freeze
‘n’
Spice
to
introduce EPoS in April 2012

Return on investment = 9.3%
(July, 2014)

46

Midlle
Easton,
245
Eva.
Pt.Santerus

Ujungberung,
London

info@itside.com

+12
3456
789

final proposal group 5

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