1. Helen Ward
Portfolio of Analysis and Design Work
This document includes samples of documentation and designs
created for various projects whilst working for Extech Ltd
All work included was entirely created by Helen Ward
From June 2014 to June 2015
2. Basic Client Requirements
• Replace current spreadsheets to enable quotes to be created
more effectively
• Offer drop-down selections for ease of use
• Recommend a system according to user input/selections
• Offer the most cost-effective selection of products to meet
requirements
• Print options for Wholesaler and Contractor
• Opportunities to duplicate quotes (and edit accordingly) to
reduce user input/time
• Opportunities to offer alternative quotes (Corgi and Cable
options instead of mats)
1. Underfloor Heating
QuotationSoftware(Online - Internal)
15. 2. Underfloor Heating
RecommendProducts(Online – External)
Basic Client Requirements:
• Online calculation of products required to fit room(s) or
building(s) with underfloor heating
• Advise the best solution based on room specification details
• Calculate the most appropriate set of products to meet the
room/building requirements
• Offer a Wholesaler the RRP prices
• Offer Contractors an option to find a Wholesaler
• Offer Wholesalers the opportunity to submit their estimate to
The Company to request a quote (follow-up telephone call)
• Store the information under a login if required
• Duplicate room details for easy recreation of estimates or for
multiple room estimates (e.g. block of flats)
19. 3. Sales and Purchasing system
Basic Client Requirements:
• Replace current systems – review and improve business
processes where possible
• System to manage and report on Sales and Purchasing
• No stock control required
• View availability for advertising campaigns (map and chart)
• Produce customer documentation including invoices
• Run on Windows, in-house server, no external access
Your Dashboard allows you access to everything you will need, whether you are a Driver, Mechanic, Head Mechanic, System Admin or Manager. You will only see what is relevant to you and your role and recent activity shows in your alert section.
From here, as a Driver you can log a breakdown or in your role as Mechanic or Head Mechanic you can find and deal with any breakdowns that have been passed to you.
From this screen you can also navigate around the rest of the system: Systems Admin users can access setup screens to create/edit records and Managers can view reports.
The following section relates to system management tasks that Admin users will be able to carry out.
To set up or edit a user profile on the system, click the Manage User tab
You will see a list of current users and will have options to search for a specific user, Add a new user or View/Edit details of a user of your choice.
To create a new staff member on the system click on Add a new user +
The Active Directory username is your own ILG log in username. This is used so that when you log into your computer, you will be able to access the Drive system without having to log in again.
If you do not have your own ILG username and share a computer, using a generic username (such as in the Warehouse), you will need to log into the system to view your own Drive Dashboard. The username and password that you will need to use is stored here.
Complete the rest of the personal details for the staff member.
The section on the right hand side relates to the user’s access in the system
All staff should have the Driver set to true to enable them to be able to Log a Breakdown
Mentors/Trainers should have the Driver’s Manual set to True to enable them to be able to edit the Manual (record training)
Any IT Genius needs the IT Issues field set to True
Driver and IT Management Reports fields should only be set to True for relevant management (or their admin team who may run the reports on their behalf?)
The Administrator field relates to those who should have System Admin rights (not general office admin)
Once the form is complete, click Create to save the record and return to the list of users.
Any Drivers who are also Mechanics or Head Mechanics will need these extra roles added in the View/Edit screen, as will any Driver who work across more than one Department.
Note the differences on this screen:
A new field showing if the record is active or inactive (Inactive = False)
The Date Active or Date Inactive fields show the date and time that the record was last made Active or Inactive
A new section shows at the bottom right of the screen, allowing you to add or delete Departments and Roles. This allows for Drivers to have multiple roles in multiple Departments (e.g. a Driver only in one Department but a Driver and Mechanic in another)
The Add Department Role sub-screen will show to allow you to add detail
Select the relevant Department
Select the Role
The date defaults in to ‘today’ but you can change it by clicking on the date and selecting a new date from the calendar. (This is useful if the driver is moving department or taking on a new role in the future)
Once you are happy, click Submit to save the changes and close this sub-form
Repeat this as many times as necessary for each driver to ensure that they can log and be allocated their Breakdowns accordingly for each department that they may work across.
