1. Project Alpha
Appendix I – Summary of Project Alpha – January,2016 Página 1
Appendix I – Summary of Project
Alpha to follow up Status Report
Submitted by:
Agatha Maia Duarte de Assis, in
January, 27th, 2016.
Project: Alpha
Prepared by: Agatha Assis
Approved by: Bob Smith
Document Version: V 1.0
Date prepared: 2016/01/27
Reference: January/2016

2. Project Alpha
Appendix I – Summary of Project Alpha – January,2016 Página 2
INDEX
1. SUMMARY OF CASE STUDY 3
2. SUMMARY FROM PROJECT CHARTER 3
3. SCOPE STATEMENT 4
4. SUMMARY FROM STAKEHOLDER ANALYSE 5
5. TRACEABILITY REQUIREMENTS MATRIX 6
6. QUALITY ASSURANCE 7
7. PROJECT SCHEDULE 8
8. PROJECT BUDGET 9
9. RISK REGISTER 10

3. Project Alpha
Appendix I – Summary of Project Alpha – January,2016 Página 3
1. Summary of Case Study
BoNA plans to introduce a new Loyalty Credit Card and doing a partnership
with JBC (Largest coffee company in the North). And they estimate that due to this
their customer base will increase by 3% and also this partnership will bring in
additional annual revenue.
JBC wants to launch the credit card as soon as possible without any delay as
they have heard rumors that their biggest competitor is also planning to launch a new
credit card. All the personnel are informed about their responsibilities and roles for
the project.
The design of the new card is decided to include the JBC logo on 25% of the
card and other information on rest of the card. Also updates of the computer systems
are to be completed before December due to 'System Freeze'. And the updates of
scripts, documents and websites containing information about JBC is essential for
customer support.
The design, updates and other changes are then approved by the experts,
supervisors etc. and the Loyalty Credit Card is launched and all the existing and new
customers are provided with a Welcome Kit to enlighten them on the new features of
the credit card.
For the Project Selection of launching a new Loyalty Credit Card, BoNA did a
survey with several companies like JBC (Coffee Company), RDL(Electronics
Company), DRF(Juice Company) and some other companies. After the completion of
the survey, they reviewed the result and got the result that JBC will help them reach
their goals that they have set up. And so they decided that they will select the project
to do the partnership with JBC for the new Loyalty Credit Card rather than doing it
with any other company.
2. Summary from Project Charter
High Level
Scope:
A new loyalty card between
BoNA and JBC companies
The BoNA expected to expand their
customer database 3 % and also brings
30 million additional annual revenue
High Level
Time:
10 months As a constraint the project time can't
exceed the duration of 10 months
High Level
Cost:
Up to 10 million The cost will be defined in cost baseline
with a constraint of 10 million dollars (
Range between 3 million up to 10 million)

4. Project Alpha
Appendix I – Summary of Project Alpha – January,2016 Página 4
3. Scope Statement
Project Scope Description
A partnership between Java Beans Coffee
Company (JBC) and of North America Company
(BoNA) to launch a new co-branded loyalty credit
card in order to expand customer base and
improve client loyalty
Project Acceptance Criteria
The deliverables will be accepted upon analyse
and validate by the sponsor based on the follow
criteria:
• JBC’s name and logo (pink coffee cup) must
be prominently and equally displayed on the
credit card
• Hold time up to 3 min and answer time up
to 1 min
• Help Desk response up to 24 hours
Project Deliverables
New credit card design;
Computer system updates;
Call center and back office procedures and
process documentations update;
Project Contrains
A signed contract must be provide before starting
the project:
Due to computer systems issues the card cannot
be launched in December:
Computer System changes:
Any extra budget must be approved by the bank
CEO:
Project Assumptions
Launching the card in 10 months to avoid
competitors:
No business risks are expected by the Sponsor
Bob Smith:
Project Exclusions
Sales Increasing at the coffee house:
Popularity increasing in order to launch a different
product in the future:

5. Project Alpha
Appendix I – Summary of Project Alpha – January,2016 Página 5
4. Summary from Stakeholder Analyse
Name Role Functional
Area
What is
Important to
this
Stakeholder?
Supportive?
[Yes/No]
Approach
Sally Evert Supervisor Project
Management
Reaching the
project objectives;
[Yes] Send a Status
Report
Bob Smith VP of New
Business
Sponsor Getting return on $
10MM investments
Wants to meet
market launch date
Ensure to prevent
cost overruns by
having CEO
approve extra
funds;
Keeping the
project life cycle in
10 months or less;
[Yes] Invite to
inspire
Jack
Adams
CEO of
the Bank
Executive Making sure we
don’t spend more
than the $10 MM
without giving a
really good reason;
Making 3% annual
profit;
[Yes] Send a Status
Report (Time
& Cost);
Mary Jones VP of
Computer
Dept.
IT Including $ 2MM
for computer
changes;
The project plan
provide enough
time for the
changes;
Making sure we
don’t launch it on
December;
[Yes] Manage needs
and resources;
Control
results;
Invite for
update
meeting;
Sam Snead VP of
Marketing
Dept.
Marketing Hiring a graphic
design ($ 72K)
Providing 1 month
for designing
project
[Yes] Manage needs
and resources;
Control
results;
Invite for
update
meeting;
Joseph
Underwood
VP of Call
centre
Customer
Service
Adding 2 people
for the new call
centre demands
[Yes] Manage needs
and resources;
Control
results;
Invite for
update
meeting;

6. Project Alpha
Appendix I – Summary of Project Alpha – January,2016 Página 6
5. Traceability Requirements Matrix
Business
Need
Stakeholders Functional
Area
Requirements Priority Owner
Getting return
on investments
through
increasing the
customers
loyalty and
expanding
customers
base
Bob Smith Sponsor JBC’s name and
logo (pink coffee
cup) must be
prominently
displayed on the
credit card
High
Project
Manager
and VPs
Keeping the
original budget
Making 3%
annual profit;
Jack Adams Executive High-efficient Cost
Control Plan.
High Send a
Status
Report
(Time &
Cost);
Ensure the
budget and
lifetime for the
computer
changes.
Mary Jones IT Updates to BPS (the
bank’s provisioning
credit card system);
Updates to VIS (the
bank’s interface
system to VISA);
Updates to BLS (the
bank’s loyalty
computer system);
High Manage
needs and
resources;
Control
results;
Invite for
update
meeting;
Ensure the
credit card
design
meets/exceeds
the bank’s
quality
standards.
Sam Snead Marketing Hiring a graphic
design within the
deadline;
Providing
milestone for
designing project
and control
schedule;
High Manage
needs and
resources;
Control
results;
Invite for
update
meeting;
Ensure the call
Center is going
to be ready for
absorbing the
new demand.
Joseph
Underwood
Customer
Service
Adding and
training 2 people
for the new call
centre demands;
Validate the new
script and testing
the changes
through test/cases
scenarios.
Updating new
process and
procedures
documentation for
the back office.
High Manage
needs and
resources;
Control
results;
Invite for
update
meeting;

7. Project Alpha
Appendix I – Summary of Project Alpha – January,2016 Página 7
6. Quality Assurance
Activity Deliverable Relationship Assurance Parameter Owner
Quality
Product
Credit Card External **ISO/IEC(International
Electro-technical
Commission) 7810
VP Marketing – Sam
Snead
Quality
Process
Credit Card External Code of Conduct for the
Credit Card Industry of
Canada, according to
financial Consumer
Agency of Canada.
VP Marketing – Sam
Snead
Quality
Process
Call Center External Personal Information
Protection and Electronic
Documents Acts –
PIPEDA (Federal
Legislation)
VP Call Center –
Joseph Underwood
Quality
Process
Help Desk Internal OPA 1234 – Help Desk
Answer
VP IT – Mary Jones
Quality
Process
Back Office
Paper Work
Internal ISO(International
Organisation for
Standardization) 9000
VP Call Center –
Joseph Underwood
**The characteristics specified included in ISO/IEC 7810 are
• Physical dimensions.
• Resistance to bending, flame, chemicals, temperature and humidity.
• Toxicity.
• All bank cards should have thickness of 0.76mm.
85.60mm(or)3.370in
5 53.98mm
(or)
2.215in

8. Project Alpha
Appendix I – Summary of Project Alpha – January,2016 Página 8
7. Project Schedule
Item Resources and Assignments
Duration
(days)
Start Finish
1 BoNa Credit Card 227 26 October 2015 06 September 2016
1.1 Sign the legal contract 30 26 October 2015 04 December 2015
1.2 Project Management 16 07 December 2015 28 December 2015
1.2.1 Develop Project Charter 5 07 December 2015 11 December 2015
1.2.2 Scope 6 14 December 2015 21 December 2015
1.2.3 Develop Scope Statement 1 14 December 2015 14 December 2015
1.2.4 Create the WBS & Dictionary 5 15 December 2015 21 December 2015
1.2.5 Develop all Management Plans 5 14 December 2015 18 December 2015
1.2.6 Develop Schedule 3 22 December 2015 24 December 2015
1.2.7 Determine Budget 5 22 December 2015 28 December 2015
1.3 Call Center Updates 20 03 May 2016 30 May 2016
1.3.1 Acquisit Resources 10 03 May 2016 16 May 2016
1.3.2 Hire team members 15 03 May 2016 23 May 2016
1.3.3 Train new team members 5 24 May 2016 30 May 2016
1.3.4 Develop back office script 2 03 May 2016 04 May 2016
1.4 Computer System Updates 181 29 December 2015 06 September 2016
1.4.1 Design System Changes code 60 29 December 2015 21 March 2016
1.4.2 Update System Changes 30 22 March 2016 02 May 2016
1.4.3 Test Software code changes 90 03 May 2016 05 September 2016
1.4.4 Deploy System Computer Changes 1 06 September 2016 06 September 2016
1.5 Card Design 42 28 December 2015 24 February 2016
1.5.1 Collect Requirements for Brand Design 1 29 December 2015 29 December 2015
1.5.2 Hire Designer 2 30 December 2015 31 December 2015
1.5.3 Develop Brand 15 01 January 2016 21 January 2016
1.5.4 Develop Security Encription 5 29 December 2015 04 January 2016
1.5.5 Design card 24 22 January 2016 24 February 2016
1.6 Marketing Campaign 180 29 December 2015 05 September 2016
1.6.1 Develop Campaign Strategy 40 29 December 2015 22 February 2016
1.6.2 Design Advertisement (TV + Social Media) 30 22 January 2016 03 March 2016
1.6.3 Approve Campaign 1 03 March 2016 03 March 2016
1.6.4 Launch Campaign 1 05 September 2016 05 September 2016

9. Project Alpha
Appendix I – Summary of Project Alpha – January,2016 Página 9
8. Project Budget
item Work Package Budget
1 BoNA Credit Card $5.945.000,00
1.1 Initiating $40.000,00
1.2 Planning $200.000,00
1.3 Execution $5.705.000,00
1.3.1 Human Resource Support $70.000,00
1.3.2 Design Phase $2.000.000,00
1.3.2.1 Centre scripting changes $200.000,00
1.3.2.2 Branding changes $300.000,00
1.3.2.3 Computer System changes $1.500.000,00
1.3.3 Building phase $3.000.000,00
1.3.3.1 Centre scripting changes $225.000,00
1.3.3.2 Branding changes $275.000,00
1.3.3.3 Computer System changes $2.500.000,00
1.3.4
Back office support process and procedure
changes
$200.000,00
1.3.5 Quality Support $110.000,00
1.3.6 Deployment $225.000,00
1.3.7 Market launch $100.000,00

10. Project Alpha
Appendix I – Summary of Project Alpha – January,2016 Página 10
9. Risk Register
Detail
Risk
Assessment
Color or design chosen don't be accepted by the customers. Accept
Error to read the card in the coffee shop machines. Not Accept
Bad quality of material resulting in replacement. Not Accept
Lack of support and training in the coffee houses. Mitigate
Interface between new system and the credit card company might not be able to send the data Mitigate
The hardware might not be able to run the new system with a good performance. Not Accept
New system change might causes delay in the Call Centre. Mitigate
Poor network management can cause a delay on some activities which depends on internet. Not Accept
Programmers might don't be familiar with the necessaries changes. Not Accept
Lack of security information could cause a lost of customers data. Not Accept
The delay on the previous activities might cause a late work on the project. Mitigate
New employees showing Insufficient communication skills Mitigate
New employees with no enough experience might slow down the Call Centre Process Not Accept
Lack of knowledge about the OPA, Policies and Law. Not Accept
Main competitor is going to lunch same product close to our launch date. Mitigate
Lack of disclosure of the Project in the coffee houses. Not Accept
Bad quality of the coffee reflect on the BoNa brand. Mitigate
No efficient Communication Vehicle chosen resulting in low sales. Not Accept
Reference
[1] The tables content in the topics 2-9 were copied from the documents developed in
semester 1 – 2015F.