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July 25 2022
Contents
1. Page 1
ERDiagramDashboardApp.pdf
RegisteredUsersRegisteredUsers
UserLogInCredentialsUserLogInCredentials
ApiEntryPointApiEntryPoint
PermissionsPermissions
RolesRoles
DashboardAppDashboardApp
ThirdPartyApisTokensThirdPartyApisTokens
EnterpriseFilesystemEnterpriseFilesystem
empIDempID intPK intPK
nameFirstnameFirst
nvarch
ar(15)
nvarch
ar(15)
nameLastnameLast
nvarch
ar(15)
nvarch
ar(15)
empIDUs ernameempIDUs ername
nvarch
ar(20)
PK
nvarch
ar(20)
PK
empIDempID intFK intFK
usernameusername
char(1
0)
char(1
0)
apiR equestUsernameapiR equestUsername
nvarch
ar(10)
PK
nvarch
ar(10)
PK
userRoleIDuserRoleID intint
authTokenauthToken intint
empIDUs ernameempIDUs ername
nvarch
ar(15)FK
PK nvarch
ar(15)FK
PK
authorizationsauthorizations intint
rights ProfilesGranted rangerights ProfilesGranted range intint
userRoleIDuserRoleID int
FK
PK
int
FK
PK
roleNameroleName
varcha
r(15)
varcha
r(15)
createdAtcreatedAt
dateti
me
dateti
me
empIDUs ernameempIDUs ername int
FK
PK
int
FK
PK
thi rdPartyProductsthi rdPartyProducts
nvarch
ar(200
)
nvarch
ar(200
)
analysisToolsCus tomanalysisToolsCus tom intint
requestTokenrequestToken
nvarch
ar(200
)
PK
nvarch
ar(200
)
PK
googleanalyticsgoogleanalytics
nvarch
ar(200
)
nvarch
ar(200
)
sqlPostGressqlPostGres
nvarch
ar(200
)
nvarch
ar(200
)
empIDUs ernameempIDUs ername intPK intPK
hardDrivehardDrive intint
documentsdocuments intint
emailemail
nvarch
ar(15)
nvarch
ar(15)
isContractor defaultisContractor default bit bit
employedDateemployedDate
dateti
me
dateti
me
pas swordpas sword
nvarch
ar(10)
nvarch
ar(10)
accountType domainaccountType domain
char(3
)
char(3
)
userRoleIDuserRoleID intFK intFK
updatedAtupdatedAt
dateti
me
dateti
me
das hboardAppAuthdas hboardAppAuth intint
apiR equestUsernameapiR equestUsername intFK intFK
templates Customtemplates Custom intint
apiR equestUsernameapiR equestUsername
nvarch
ar(200
)
FK
nvarch
ar(200
)
FK
requestTokenrequestToken
nvarca
hr(200
)
FK
nvarca
hr(200
)
FK
sqlLitesqlLite
nvarch
ar(200
)
nvarch
ar(200
)
OracleOracle
nvarch
ar(200
)
nvarch
ar(200
)
caliRalicaliRali
nvarch
ar(200
)
nvarch
ar(200
)
keyMetrickeyMetric
nvarch
ar(200
)
nvarch
ar(200
)
mySqlmySql
nvarch
ar(200
)
nvarch
ar(200
)
sharedDocumentssharedDocuments intint
5452a416-8a8d-4e87-9328-a36f2ea69c37.vsdxPage-1
Book.xlsx
Sheet1Project PlannerSelect a period to highlight at right. A
legend describing the charting follows. Period Highlight:1Plan
DurationActual Start% CompleteActual (beyond plan)%
Complete (beyond plan)ACTIVITYPLAN STARTPLAN
DURATIONACTUAL STARTACTUAL DURATIONPERCENT
COMPLETEPERIODS1234567891011121314151617181920212
22324252627282930313233343536373839404142434445464748
49505152535455565758596061626364656667686970717273747
5767778798081828384858687888990919293949596979899####
##############Sprint 1 Initiation (Oct 14 - Oct 28)Create
Project Vision11517100%Identify Scrum master and
stakeholder11517100%Form Scrum Team11575100%Obtain
Necessary Developmental and Managerial Approvals
1157675%Create Product Backlog 1159750%Sprint 2 Planning
and Preparing (Oct 29 - Nov12)Create
deliverables161516150%Choose overall software
layout16151670%Choose all the analytic tools to be
implemented 16151670%Estimate tasks 16151670%Create user
stories and tasks 16152380%Create sprint
backlog 16152380%Sprint 3 Implementation (Nov 14 - Nov
28)Create deliverables 31153110%Create tasks for newly raised
issues 31153110%Conduct daily standup31153110%Groom
prioritized product backlog31153110%Sprint 4 Implementation
(Nove 29 - Dec 13)Create deliverables 46154610%Create tasks
for newly raised issues 46154610%Conduct daily
standup46154610%Groom prioritized product
backlog46154610%Sprint 5 Implementation (Dec 14 - Dec
28)Create deliverables 61156110%Create tasks for newly raised
issues 61156110%Conduct daily standup61156110%Groom
prioritized product backlog61156110%Sprint 6 Review and
Retrospect (Dec 29 - Jan 12)Create and conducts necessary tests
for de development team 76157610%Demonstrate and validate
software 76157610%Request and evaluate team’s feedback on
project execution 76157610%Provide accessed to the Dashboard
to data analytics for review 76157610%Create and conducts
necessary tests for de development team76157610%Demonstrate
and validate software 76157610%Request and evaluate team’s
feedback on project execution76157610%Sprint 7 Release (Jan
13 - Jan 27)Ship Deliverables 91159110%Retrospect
Project 91159110%
Project Planning Phase.docx
Swift trade corp
project plan
June 26, 2022
Baseline Project Plan
Scope Statement:
Project objective -
Develop a business intelligence dashboard to be used by the
Analytics and Marketing departments to conveniently analyze
data and present key insights in an easy-to-use and intuitive
manner.
Justification for the project -
This project attempts to solve operational problems encountered
by data analytics professionals at Swift Trade Corp. The
business intelligence dashboard will facilitate the process of
presenting data and other important business metrics important
to the company’s performance.
Execution approach –
The Scrum framework will be utilized for this project. A team
of nine collaborating individuals with targeted expertise wil l be
organized and tasks will be shared among them. A Project
Manager will lead this team to ensure efficient and timely
deliveries.
The structure of the team will be as follows:
· 2 Software Developers
· 2 Full Stack Developers
· 2 Business Analysts
· 1 Statistician
· 2 UX Designer
· 1 Project Manager
Timeline –
Based on the specification of the job and other related past
deliveries, this is predicted to be a short-term project, set to
range between 3-4 months.
The project will begin on October 24, 2022. The time of
completion for each consecutive sprint will be 2 weeks.
Assuming no major implications were encountered, the release
of the finished software to a production environment is
scheduled to take place on January 16, 2023.
Timeline/Sprint
Working Phase:
Objectives
1st Sprint (Oct 14 – Oct 28)
Initiation
· Create project vision
· Identify Scrum Master and stakeholder
· Form Scrum team
· Obtain Necessary Developmental and Managerial Approvals
· Create Product Backlog
2nd Sprint (Oct 29 – Nov 12)
Planning and Preparing
· Create deliverables
· Choose overall software layout
· Choose all the analytic tools to be implemented
· Create user stories and tasks
· Estimate tasks
· Create sprint backlog
3rd Sprint (Nov 14 – Nov 28
4th Sprint (Nov 29 – Dec 13)
5th Sprint (Dec 14 – Dec 28)
Implementation
· Create deliverables
· Create tasks for newly raised issues
· Conduct daily standup
· Groom prioritized product backlog
6th Sprint (Dec 29 – Jan 12)
Review and Retrospect
· Create and conduct necessary tests for the development team
· Demonstrate and validate software
· Request and evaluate team’s feedback on project execution
· Provide access to the Dashboard to data analytics for review
· Create and conduct necessary tests for the development team
· Demonstrate and validate software
· Request and evaluate team’s feedback on project execution
7th Sprint (Jan 13 – Jan 27)
Release
· Ship Deliverables
· Retrospect Project
Proposed System
Name of Software Offer: DashViz - A Business intelligence
Dashboard with sophisticated tools for data exploration.
System development recommendation-
After an exhaustive investigation heavily focused on the
business’ demands, the Information Systems team has provided
its definite professional opinion. Developing the Business
Intelligence Dashboard from the ground up, using a secure web-
based approach appears to be the most suitable method.
This method of implementation provides the highest level of
customization, which will be fitted to our business needs and
allows for ease of access for both internal and external users to
the application without the need to download any software.
Utilization Purposes-
The development of this dashboard will be heavily focused on
the manipulation of data and visual, dynamic representation of
the data types most used by Swift Trade Corp.
· Product data- Data displaying products features, important for
supply chain, inventories, and pricing.
· Customer information data – This provides details about the
customers buying from our website and their purchases.
· Sales data- Includes all the transactions for the current day
and historic accountings. Used to optimize prices, predict
demand, and develop a marketing plan.
Benefits of the Software-
· The Business intelligence dashboard will aid professi onals to
quickly gain insights into the most important aspects of their
data
· Dashboards are vital for better decision making
· The Administration department, Managers and Stakeholders
will benefit by reviewing the bigger picture of operations.
· The Marketing department will gain deeper insights into the
market's movement and take business decisions accordingly.
· managers to review the bigger picture of business operations
· Provides the ability to view real time financial results such as
revenue and expenses.
Other Alternatives-
The team has weighed the alternatives, some of which include
using existing out-of-the-box software which can be costly and
lacks customizability, in some cases the risk of exposure of
sensitive business data has been an important deciding factor.
The alternative yielding the highest software efficiency and
performance is the app-based approach, but there are known
issues to this; Accessibility computers using different operating
systems can be complex, employees report to use primarily use
Windows as their operating System, but a significant number
utilize MacOS and Linux which both have an Arm-based
architecture compared to the x-64 x-86.
A backwards combability extension can be arranged, though it
would drastically prolong the timeline for this project and
compromises performance.
Feasibility Assessment
Ideas
A. cost estimates -> budget allocation and estimated
expenditures will be included in a cost estimate table’
B. Intangible benefits
C. Technical
The only technical risk the company faces with the creation of
the new dashboard is a security issue or bugs. There will be
ongoing maintenance for the software which is to be included in
the cost analysis.
D. Operational
All staff will be trained on the new dashboard to recognize their
key performance indicators and management will coach
everyone who is lacking in KPIs.
E. Inclusions/Exclusions
Marketing will gain insight into key performance indicators
Management Issues
Ideas
Team selection
Processing functions
Organizational
Constraints
Goals
Deadlines
Expectations/Assumptions
Mia, Paul and John are all of the software developers who will
be creating the dashboard.
John will deal with the entire testing processes and will write
and perform the test plans
Communications:
Successful communication will be ensured through
communication management plans
Weekly Status reports of the project update will be generated
for all stakeholders and upper management.
Exclusions from scope
Fake information about the corporation **Todelete
Name: Swift Trade Corp
About the company: E-Commerce company that focuses on
selling a variety of products (ex. Amazon, Ebay)
Project begins: January 16, 2023.
Ends: Jan 13 – Jan 27)
Swift Trading Corp.
Project Charter
Prepared: June 26, 2022
Project Name: Project Plan
Project Manager: Jorge Alvarez
Customer: Analysis/Marketing
Project Sponsor: Erik Helms
Project Start/End (projected): 10/24/2022 – 1/16/2023
Project Overview:
This project will implement a business intelligence dashboard to
allow the analytics and marketing departments to conveniently
and efficiently analyze data and present key insights that will
save the company time and effectively relay information.
Objectives:
· Solve operational problems
· Facilitate the data presentation process
· Facilitate other business metrics related to company
performance
Key Assumptions:
· System will be built in house
· Interface will be a web browser
· Achieving the highest level of customization
· Allow access to internal and external users
· System will negate the need to download software
Stakeholders and Responsibilities:
Stakeholder
Role
Responsibility
Signatures
Jorge Narvaez
Project Manager
Planning, Monitoring, Execution
Jorge Narvaez
Erik Helms
Marketing Director
Monitoring, Resources
Erik Helms
Jonathan Giles
CIO (Chief Investment Office)
Monitoring, Resources
Jonathan Giles
Erica Winstead
Analytics Director
System functionality, Resources
Erica Winstead

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  • 1. design_Mockup1.pdf Untitled July 25 2022 Contents 1. Page 1 ERDiagramDashboardApp.pdf RegisteredUsersRegisteredUsers UserLogInCredentialsUserLogInCredentials ApiEntryPointApiEntryPoint PermissionsPermissions
  • 3. usernameusername char(1 0) char(1 0) apiR equestUsernameapiR equestUsername nvarch ar(10) PK nvarch ar(10) PK userRoleIDuserRoleID intint authTokenauthToken intint empIDUs ernameempIDUs ername nvarch ar(15)FK PK nvarch ar(15)FK PK authorizationsauthorizations intint rights ProfilesGranted rangerights ProfilesGranted range intint userRoleIDuserRoleID int
  • 5. nvarch ar(200 ) nvarch ar(200 ) analysisToolsCus tomanalysisToolsCus tom intint requestTokenrequestToken nvarch ar(200 ) PK nvarch ar(200 ) PK googleanalyticsgoogleanalytics nvarch ar(200 ) nvarch ar(200 )
  • 6. sqlPostGressqlPostGres nvarch ar(200 ) nvarch ar(200 ) empIDUs ernameempIDUs ername intPK intPK hardDrivehardDrive intint documentsdocuments intint emailemail nvarch ar(15) nvarch ar(15) isContractor defaultisContractor default bit bit employedDateemployedDate dateti me dateti me pas swordpas sword nvarch
  • 7. ar(10) nvarch ar(10) accountType domainaccountType domain char(3 ) char(3 ) userRoleIDuserRoleID intFK intFK updatedAtupdatedAt dateti me dateti me das hboardAppAuthdas hboardAppAuth intint apiR equestUsernameapiR equestUsername intFK intFK templates Customtemplates Custom intint apiR equestUsernameapiR equestUsername nvarch ar(200 ) FK
  • 10. ) sharedDocumentssharedDocuments intint 5452a416-8a8d-4e87-9328-a36f2ea69c37.vsdxPage-1 Book.xlsx Sheet1Project PlannerSelect a period to highlight at right. A legend describing the charting follows. Period Highlight:1Plan DurationActual Start% CompleteActual (beyond plan)% Complete (beyond plan)ACTIVITYPLAN STARTPLAN DURATIONACTUAL STARTACTUAL DURATIONPERCENT COMPLETEPERIODS1234567891011121314151617181920212 22324252627282930313233343536373839404142434445464748 49505152535455565758596061626364656667686970717273747 5767778798081828384858687888990919293949596979899#### ##############Sprint 1 Initiation (Oct 14 - Oct 28)Create Project Vision11517100%Identify Scrum master and stakeholder11517100%Form Scrum Team11575100%Obtain Necessary Developmental and Managerial Approvals 1157675%Create Product Backlog 1159750%Sprint 2 Planning and Preparing (Oct 29 - Nov12)Create deliverables161516150%Choose overall software layout16151670%Choose all the analytic tools to be implemented 16151670%Estimate tasks 16151670%Create user stories and tasks 16152380%Create sprint backlog 16152380%Sprint 3 Implementation (Nov 14 - Nov 28)Create deliverables 31153110%Create tasks for newly raised issues 31153110%Conduct daily standup31153110%Groom prioritized product backlog31153110%Sprint 4 Implementation (Nove 29 - Dec 13)Create deliverables 46154610%Create tasks for newly raised issues 46154610%Conduct daily standup46154610%Groom prioritized product backlog46154610%Sprint 5 Implementation (Dec 14 - Dec 28)Create deliverables 61156110%Create tasks for newly raised issues 61156110%Conduct daily standup61156110%Groom
  • 11. prioritized product backlog61156110%Sprint 6 Review and Retrospect (Dec 29 - Jan 12)Create and conducts necessary tests for de development team 76157610%Demonstrate and validate software 76157610%Request and evaluate team’s feedback on project execution 76157610%Provide accessed to the Dashboard to data analytics for review 76157610%Create and conducts necessary tests for de development team76157610%Demonstrate and validate software 76157610%Request and evaluate team’s feedback on project execution76157610%Sprint 7 Release (Jan 13 - Jan 27)Ship Deliverables 91159110%Retrospect Project 91159110% Project Planning Phase.docx Swift trade corp project plan June 26, 2022 Baseline Project Plan Scope Statement: Project objective - Develop a business intelligence dashboard to be used by the Analytics and Marketing departments to conveniently analyze data and present key insights in an easy-to-use and intuitive manner. Justification for the project - This project attempts to solve operational problems encountered by data analytics professionals at Swift Trade Corp. The business intelligence dashboard will facilitate the process of presenting data and other important business metrics important to the company’s performance. Execution approach – The Scrum framework will be utilized for this project. A team of nine collaborating individuals with targeted expertise wil l be
  • 12. organized and tasks will be shared among them. A Project Manager will lead this team to ensure efficient and timely deliveries. The structure of the team will be as follows: · 2 Software Developers · 2 Full Stack Developers · 2 Business Analysts · 1 Statistician · 2 UX Designer · 1 Project Manager Timeline – Based on the specification of the job and other related past deliveries, this is predicted to be a short-term project, set to range between 3-4 months. The project will begin on October 24, 2022. The time of completion for each consecutive sprint will be 2 weeks. Assuming no major implications were encountered, the release of the finished software to a production environment is scheduled to take place on January 16, 2023. Timeline/Sprint Working Phase: Objectives 1st Sprint (Oct 14 – Oct 28) Initiation · Create project vision · Identify Scrum Master and stakeholder · Form Scrum team · Obtain Necessary Developmental and Managerial Approvals · Create Product Backlog 2nd Sprint (Oct 29 – Nov 12)
  • 13. Planning and Preparing · Create deliverables · Choose overall software layout · Choose all the analytic tools to be implemented · Create user stories and tasks · Estimate tasks · Create sprint backlog 3rd Sprint (Nov 14 – Nov 28 4th Sprint (Nov 29 – Dec 13) 5th Sprint (Dec 14 – Dec 28) Implementation · Create deliverables · Create tasks for newly raised issues · Conduct daily standup · Groom prioritized product backlog 6th Sprint (Dec 29 – Jan 12) Review and Retrospect · Create and conduct necessary tests for the development team · Demonstrate and validate software · Request and evaluate team’s feedback on project execution · Provide access to the Dashboard to data analytics for review · Create and conduct necessary tests for the development team · Demonstrate and validate software · Request and evaluate team’s feedback on project execution 7th Sprint (Jan 13 – Jan 27) Release · Ship Deliverables · Retrospect Project Proposed System Name of Software Offer: DashViz - A Business intelligence Dashboard with sophisticated tools for data exploration. System development recommendation- After an exhaustive investigation heavily focused on the
  • 14. business’ demands, the Information Systems team has provided its definite professional opinion. Developing the Business Intelligence Dashboard from the ground up, using a secure web- based approach appears to be the most suitable method. This method of implementation provides the highest level of customization, which will be fitted to our business needs and allows for ease of access for both internal and external users to the application without the need to download any software. Utilization Purposes- The development of this dashboard will be heavily focused on the manipulation of data and visual, dynamic representation of the data types most used by Swift Trade Corp. · Product data- Data displaying products features, important for supply chain, inventories, and pricing. · Customer information data – This provides details about the customers buying from our website and their purchases. · Sales data- Includes all the transactions for the current day and historic accountings. Used to optimize prices, predict demand, and develop a marketing plan. Benefits of the Software- · The Business intelligence dashboard will aid professi onals to quickly gain insights into the most important aspects of their data · Dashboards are vital for better decision making · The Administration department, Managers and Stakeholders will benefit by reviewing the bigger picture of operations. · The Marketing department will gain deeper insights into the market's movement and take business decisions accordingly. · managers to review the bigger picture of business operations · Provides the ability to view real time financial results such as revenue and expenses. Other Alternatives-
  • 15. The team has weighed the alternatives, some of which include using existing out-of-the-box software which can be costly and lacks customizability, in some cases the risk of exposure of sensitive business data has been an important deciding factor. The alternative yielding the highest software efficiency and performance is the app-based approach, but there are known issues to this; Accessibility computers using different operating systems can be complex, employees report to use primarily use Windows as their operating System, but a significant number utilize MacOS and Linux which both have an Arm-based architecture compared to the x-64 x-86. A backwards combability extension can be arranged, though it would drastically prolong the timeline for this project and compromises performance. Feasibility Assessment Ideas A. cost estimates -> budget allocation and estimated expenditures will be included in a cost estimate table’ B. Intangible benefits C. Technical The only technical risk the company faces with the creation of the new dashboard is a security issue or bugs. There will be ongoing maintenance for the software which is to be included in the cost analysis. D. Operational All staff will be trained on the new dashboard to recognize their key performance indicators and management will coach everyone who is lacking in KPIs. E. Inclusions/Exclusions Marketing will gain insight into key performance indicators
  • 16. Management Issues Ideas Team selection Processing functions Organizational Constraints Goals Deadlines Expectations/Assumptions Mia, Paul and John are all of the software developers who will be creating the dashboard. John will deal with the entire testing processes and will write and perform the test plans Communications: Successful communication will be ensured through communication management plans Weekly Status reports of the project update will be generated for all stakeholders and upper management. Exclusions from scope Fake information about the corporation **Todelete Name: Swift Trade Corp About the company: E-Commerce company that focuses on selling a variety of products (ex. Amazon, Ebay) Project begins: January 16, 2023. Ends: Jan 13 – Jan 27) Swift Trading Corp. Project Charter
  • 17. Prepared: June 26, 2022 Project Name: Project Plan Project Manager: Jorge Alvarez Customer: Analysis/Marketing Project Sponsor: Erik Helms Project Start/End (projected): 10/24/2022 – 1/16/2023 Project Overview: This project will implement a business intelligence dashboard to allow the analytics and marketing departments to conveniently and efficiently analyze data and present key insights that will save the company time and effectively relay information. Objectives: · Solve operational problems · Facilitate the data presentation process · Facilitate other business metrics related to company performance Key Assumptions: · System will be built in house · Interface will be a web browser · Achieving the highest level of customization · Allow access to internal and external users · System will negate the need to download software Stakeholders and Responsibilities: Stakeholder Role Responsibility Signatures Jorge Narvaez Project Manager
  • 18. Planning, Monitoring, Execution Jorge Narvaez Erik Helms Marketing Director Monitoring, Resources Erik Helms Jonathan Giles CIO (Chief Investment Office) Monitoring, Resources Jonathan Giles Erica Winstead Analytics Director System functionality, Resources Erica Winstead