1. Aaron Gann Chad Swenson Eric Strein Erica Llaca

2. Overview Business Objectives System Objectives Assumptions and Constraints Project Diagram

3. Project Schedule Sample Components Account Set-up Account Maintenance Transaction (Sell) Transaction History Next Steps Questions

4. Task: Design and implement a small web- based application for a brokerage company that allows users to check stock prices, news, and to buy and sell stocks. User: Customers, Employees, Managers Development Model: Evolutionary (Exploratory Development)

5. Account Setup Account Maintenance Cash Management Transaction Transaction History Quotes News Symbol Lookup

6. Web-based: PHP Database: MS SQL Connectivity: GoDaddy.com

7. Assumptions -US stock markets are considered only -Only people older than 18 can order -Network issues will be ignored -Contract negotiation and legal concerns ignored -Tax reporting to the IRS will be ignored Constraints -Team lacks web development expertise

9. Phase I: September 15, 2010 -Project Initiation Phase II: October 12, 2010 -All non-coded artifacts Phase III: December 9, 2010 - Final Product - Demo

10. Sample Component: New Account Setup

11. Gather customer’s personal information First Name, Middle Name (optional), Last Name Email address Home and Mailing Addresses Phone Numbers Social Security Number Date-of-Birth Type(s) of Accounts to be created Username Password Beneficiary information Must have a unique username for each new account If information is not formally verified then an error message will be sent

13. Sample Component: Account Maintenance

14. User can edit/create new fields within their account If the user does not confirm then changes are not saved All customer information and account numbers are packaged together when submitted to server

16. Sample Component: Transaction (Sell)

17. User will provide the following fields: Stock Symbol Action Sell Order Type Price Number of Shares Above sent to the server upon pressing the “Submit” button.

18. Sell Order Confirmation Number Link to the Order Status Page User can cancel.

20. Sample Component: Transaction History

21. User will be presented with a screen that allows them to sort and filter the transactions using the following criteria: Date Transaction Type Account Type Action

22. Each transaction will include the following information: Type (Buy or Sell) Stock Symbol Price Number of Shares Date Account name

24. Purchase Hosting from GoDaddy.com Start Web page development Start Database design