Ashley Hawley

Project Description Business Need User Profiles Development Technology Testing Plan Deliverables Demonstration Conclusion

PRISM Product Resource Implementation Sales Manager Designed to Manage Efficiency and Diminish Redundancy

Current Systems Proprietary Client Relationship Manager Outlook Sales Tracking System PRISM Combines: Current Systems Adds Resource Management Tools Generates Reporting Capabilities

Administrators Executives Managers End User

Developed using: C# COM Objects SQL Server 2008

Unit Testing Configuration Module Completion Application Testing

TaskPass/Fail 1Test Message Send/Receive Pass 2Test Appointment Item Send/Receive Pass 3Test Appointment Item Save Pass 4Test Dashboard ( Verify that only current week appointments display) Pass 5Send Notification to Another User Pass 6Create New Users Pass 7Test User Login (Ensure that proper password allows entry) Pass 8Verify User Authority ( Ensure that user only has specified access rights) Pass 9Create/Edit/Delete Client (Test all three) Pass 10Search for Specific Client (Key in multiple search criteria to test results) Pass 11Verify Navigational Items (Forms display when chosen in navigation tree) Pass 12Create/Edit/Delete Client Issue (Test all three) Pass 13Search for Specific Issue ( Key in multiple search criteria to test results) Pass 14Assign New Client to User Pass 15Create/Edit/Delete Process (Test all three) Pass 16Generate Report from Multiple Client Form Pass 17Generate Report from Issue Search Results Pass

DeliverablesDescription Allow Managers and End Users to Automate Messages via Outlook These users can formulate new messages or choose from existing templates. Allow Managers and End Users to Generate Outlook Appointments These users can generate new appointments that save on their calendar and are sent to other users or clients. Managers and End Users Can Generate Reports based on Client or Process Data Reports will be based upon data collected by the users and stored in the database Managers and End Users Can Send and View Notifications from Other Users Notifications that are within an employee’s access can be viewed within the application Administrators Can Add and Manage Users in the application Users with Admin rights can create or modify users, including username, password or user roles. Managers and End Users Can View Their Calendar of Events in a Dashboard A dashboard view will display a user’s current and upcoming calendar of events collected from Outlook. Management Users May Allocate Resources to Projects Management users will be able to assign projects to an end user based upon the employee’s work load. All Users May Create and Track Client IssuesEach user can create or edit client issues

Many CRM & Project Management Tools Exist Separate Applications Require Dual Entry PRISM Combines Two Concepts Includes Communication Functionality Eliminates Dual Entry Adds Reportability