The document outlines a project plan to implement an automated software system to replace a current manual system. The project has key milestones including gathering requirements by August 5th, selecting a vendor by August 7th, purchasing the software by August 10th, completing customization and testing by August 15th, transferring data to the cloud by August 20th-21st, recruiting personnel by August 22nd, developing a training manual by August 25th, and going live with the new system by September 1st. The project aims to provide a faster and more accurate system while ensuring the security of customer data and system reliability.
Unlocking Growth The Power of Outsourcing for CPA Firms
Final Project presentation.pptx
1. Project Management - Project plan
“Beta Bye Software”
Student 01:Felix Zela, Alex Diego
Student 02: Rossel Rosales, Jomara Celia
Career: Industrial Engineering
Área: Project plan
2022-1
2. “Project objective”
• Use automated system that shall be very fast
and produce accurate data.
• The system shall have a very high speed and
accurate as compared to the current manual
system
• Project Derivable In-scope and Out of scope
3. “Milestones identified”
Bisagra
• Requirements from users gathered by 5th August 2022
• Appropriate vendor selected by 7th August 2022
• Purchase the software by 10th August 2022
• Customization tested by 15th August 2022
• Data transferred to cloud and validated by 20th August 2022
• Data transferred to cloud and map fields by 21st August 2022
• Appropriate personnel recruited by 22nd August 2022
• Appropriate manual for training developed in accordance to the vendor by 25th August 2022
• The product goes live by 1st September 2022
4. “Project Deliverables”
Bisagra
• The project has two main goals or deliverables. These goals include the following:
In-scope:
• The data stored in the software must be protected from hackers and theft.
• The data for all customers must be as accurate as possible
• The system must have very high speed and be reliable.
Out of scope:
•The financial records shall be out of scope of this project.
•Shall not include the financial statements and standing of the entire company.
•Database regarding 10 years pay slips of employees and related information.
5. “Project Requirements”
Bisagra
The designed system must fulfill the following to prove that it is working accordingly:
•The system must have the capability of auditing all information entered and give accurate information to
the users.
•The system must have the capacity to generate very specific, accurate and dynamic billing reports.
11. “Project Schedule-Reduced project duration”
Modo de tarea Nombre de tarea Duración Comienzo Fin
Programada
automáticamente
Beta Byte Software project 23 días lun 02/05/22
mié
01/06/22
Programada
automáticamente
Finalize on project requirements 4 días lun 02/05/22
jue
05/05/22
Programada
automáticamente
Gathering the information required by the user 2 días lun 02/05/22
mar
03/05/22
Programada
automáticamente
Gathering the requirements by the customers 2 días lun 02/05/22
mar
03/05/22
Programada
automáticamente
Finalize on project requirement complete 0 días dom 01/05/22
dom
01/05/22
Programada
automáticamente
Get the Software 4 días lun 02/05/22
jue
05/05/22
Programada
automáticamente
Selecting the appropriate vendor 1 día lun 02/05/22
lun
02/05/22
Programada
automáticamente
Negotiating the contract with the appropriate
vendor
1 día lun 02/05/22
lun
02/05/22
Programada
automáticamente
Executing the purchase 2 días lun 02/05/22
mar
03/05/22
Programada
automáticamente
Purchase the software complete 0 días dom 01/05/22
dom
01/05/22
Programada
automáticamente
Testing the software 6 días lun 02/05/22
lun
09/05/22
Programada
automáticamente
Defining the features required 2 días lun 02/05/22
mar
03/05/22
Programada
automáticamente
Setting up testing environment 2 días lun 02/05/22
mar
03/05/22
Programada
automáticamente
Developing customization 2 días lun 02/05/22
mar
03/05/22
Programada
automáticamente
Customize the software complete 0 días
dom
01/05/22
dom
01/05/22
Programada
automáticamente
Testing data to cloud 4 días lun 02/05/22 jue 05/05/22
Programada
automáticamente
Validating the data 2 días lun 02/05/22
mar
03/05/22
Programada
automáticamente
Creating map fields 1 día lun 02/05/22 lun 02/05/22
Programada
automáticamente
Transferring the data 1 día lun 02/05/22 lun 02/05/22
Programada
automáticamente
Transfer the data to cloud complete 0 días dom 01/05/22
dom
01/05/22
Programada
automáticamente
Requirement personnel 4 días lun 02/05/22 jue 05/05/22
Programada
automáticamente
Recruiting the personnel 1 día lun 02/05/22 lun 02/05/22
Programada
automáticamente
Developing the training manual using vendor 1 día lun 02/05/22 lun 02/05/22
Programada
automáticamente
Scheduling the training for all CSR’s 1 día lun 02/05/22 lun 02/05/22
Programada
automáticamente
Carrying out training 1 día lun 02/05/22 lun 02/05/22
Programada
automáticamente
Train the personnel complete 0 días dom 01/05/22
dom
01/05/22
Programada
automáticamente
Go live 1 día lun 02/05/22 lun 02/05/22
Programada
automáticamente
Go live 1 día lun 02/05/22 lun 02/05/22
Programada
automáticamente
Project complete 0 días dom 01/05/22
dom
01/05/22