2. PRESENTATION OUTLINE
1. Team Mission/Client Selection Analysis
2. About Our Client
3. Project Selection Analysis
4. Data Gathering
5. Current System
6. Analyzing System Problems
7. Analyzing System Needs
8. Designing Recommended System
9. Prototype
3. OUR MISSION
• Based at University of Houston
• Process improvement consultation firm
• Desire to ensure our client’s business success
• mission to identify, analyze, and revise inefficient processes
which may slow the client’s business growth
• Aid our clients in providing the most efficient, cost-effective, and
productive services in their leading industry.
3
4. CLIENT SELECTION ANALYSIS
• With mission in mind, and in accordance with requirements of
the course, potential clients should require assistance with:
• creating, or
• redesigning
a process critical to the company’s success, but lacking some
functionality or efficiency
• Reasons for selecting Southpaw Guitars
• store owner is grandfather of team member “Jasmine Arthur”
• Inefficient, manual layaway process
4
6. - Location:
5813 Bellaire Blvd, Houston TX, 77081
- Trusted vendor of quality guitars in the Houston Area for over 35
years.
- Southpaw Products:
- Specializes in left handed guitars,
- Acoustic guitars
- Electric guitars
- Accessories
- Southpaw Services
- Guitar maintenance
- Guitar resale
ORGANIZATION BACKGROUND
6
7. ORGANIZATION TIMELINE
1980 1990 2010 PRESENT
Opened as
“Traders
Corner”
Name Changed
to “Southpaw
Guitars”
Featured in the
Houston
Chronicle and
Vintage Guitar
Magazine
Largest left-
handed guitar
retailer in the
United States
1981
Name changed
to “Gold n
Guitar
Exchange”
1999
Business
boomed as they
started selling
online
2015
Featured in
Musical
Merchandise
Review
Magazine
7
10. Introduction
What products are sold?
What systems are used?
What customer transactions are performed?
Where is additional inventory stored?
How is inventory maintained?
Have you considered methods of streamlining your layaway process?
How do you feel about reorganizing the storage rooms and redesigning
our inventory system?
How do you feel about reorganizing the storage rooms and
redesigning your inventory system?
How do you feel about creating a digital layaway form system?
PROJECT SELECTION ANALYSIS: INITIAL VISIT
10
PYRAMID
11. PROJECT SELECTION ANALYSIS
Options Considered:
- Improving storage system by designing storage catalogue
- Organizing storage area and designing a new inventory database
Chosen Project:
- Improve layaway system
- 2015 Annual sales totaled $950K, 20% from layaway sales
($190,000)
- Most feasible in terms of space, time, and cost
- least functional at the moment
11
13. DATA GATHERING: Goals
• Gathering information about the company to learn about its culture
• Speaking with the key decision makers
• Identify the current system being used
• Through interviews, get the users opinions and feelings of the current
system
• Establish a clear communication plan
• Determine what the new system should accomplish
13
14. DATA GATHERING: Methods
Interviews
- Pyramid Structure
- Used in initial meeting as an introductory mechanism
- Funnel Structure
- Used to gain a better understanding of the current system’s
problems
STROBE
- Structured Observation of the Environment
- Used to observe key elements within the store
- Played a part in project selection
14
16. Figure 2: Office Location: While the office is located at the rear of the
store, it is still easily accessible. As noted in the STROBE elements
documents, window in office encourages employee and customer
interaction.
DATA GATHERING: STROBE - OFFICE
Window looks
out to store
front
Employee not
required to
wear uniform
17. Figure 3: Desk Placement: Desk located at the front
of the store. While strategically placed to welcome
customer, disorganization has been noted.
DATA GATHERING: STROBE – DESK AT FRONT
OF STORE
18. Figure 4: Stationary Equipment: Merchandise displays throughout the store.
As noted on the STROBE elements document, well-kept displays, adequate
lighting, and warm paint colors on the walls containing merchandise provide
a welcome environment for the customer.
DATA GATHERING: STROBE – MERCHANDISE
DISPLAYS
19. Figure 5: Stationary Equipment: Storage area located
under the counter at the front of the store. As
described in the STROBE elements document,
inadequate storage space and disorganization.
DATA GATHERING: STROBE – DESK AREA
STORAGE
20. Figure 6: Stationary Equipment: Storage rooms located at the bar
of the store. As described in the STROBE elements document,
storage area is compact.
DATA GATHERING: STROBE – STORAGE ROOMS
21. Figure 7: Props: Located on the desk at the front of the store, this
is the desktop used for point of sale purchases. As noted on the
STROBE elements description, there is also a land line located
here for answering customer inquiries made via telephone.
DATA GATHERING: STROBE – DESK AT THE FRONT OF
THE STORE
Land Line
Credit Card
Processor
22. DATA GATHERING: Results
- Southpaw’s current layaway process is time consuming, making it
inefficient and less productive
- No secure filing system in place for record storage
- Current System
- Not automated
- No accountability of inventory tied to layaway orders - due to lack
of automation
- Manual calculation of forward balance - room for error
- Not user or customer friendly
22
24. CURRENT SYSTEM: Layaway Purchase Rules
• IN PERSON
• Hours of Operation
• Monday - Friday
• 10am - 6:30pm
• Saturday
• 10am - 6pm
• PAYMENT
• Charges
• Downpayment of 25%
of layaway purchase
• Pay-off
• must be completed
within 90 days of
initiation
24
25. CURRENT SYSTEM: Description
LAYAWAY INITIATION
• Customer informs store
associate of layaway
purchase request
• Store associate annotates
customer information on form
• Store associate annotates
item(s) information on form
• Store associate provides
receipt to customer stating
due balance and retains store
copy of receipt
• Item(s) tagged and stored
within the store
LAYAWAY PAYMENT
• Customer informs sales
associate of layaway
payment request
• Customer provides copy
of layaway form to store
associate
• Customer makes payment
and remaining balance
annotated onto layaway
form by store associate.
LAYAWAY PAYOFF
• Customer informs sales associate
of layaway payoff request
• Customer provides layaway form to
store associate
• Paid in full balance is annotated
onto layaway form by store
associate
• Store associate updates transition
as sales in QuickBooks
• Merchandise along with receipt is
given to customer
25
26. Enters information into layaway
form
Hands form to employee
Store employee annotates
layaway form with
customer and payment
information
Copy of layaway form given
to customer
Copy of layaway form stored
in company’s record books
26
27. CURRENT SYSTEM: Data Flow Diagram
Customer
Employee
Process
information
on the form
0
Item Information
Customer Information
Form Form Storage
27
28. Customer or employee fills out
personal information such as name,
home address, phone number, and
customer agrees to pay deposit in
order to hold a particular amount on
layaway form.
Store employee annotates the total
amount of merchandise and notes
down the initial deposit made by the
customer
Employee fills out this section to
update the payment records every
time when the customer makes
payment
This part is filled out by employee
regarding information about
merchandise. This section is tagged
on to the product.
7000 KIRBY DRIVE
JASON OBOMEGHIE
HOUSTON TX
ANIKET 832-000-0000 10/2/2016
$10
11/2/2016*
Jason Obomeghie
FENDER STANDARD
$37.50
$599.99
$637.49
$597.49
$20.00
$20.00
$20.00JIM
JIM
10/10/2016
10/19/2016
JASON OBOMEGHIE
7000 KIRBY DRIVE
TX
HOUSTON
832-000-0000 10/2/2016
28
31. CURRENT SYSTEM PROBLEMS
• Form completed manually
• increased chance of human error
• sometimes not legible
• time consuming
• Inefficient tracking of layaway forms
• insufficient storage availability
• ineffective document management
• Lack of information security
31
33. ANALYZING SYSTEM NEEDS: Objectives
ORGANIZATION
• More efficient and
effective layaway system
which contributes to
success of the business
• Improve customer
satisfaction with process
• Improve process for staff
• Reduce process time,
allowing for tie allocation
to other taks
SYSTEM
• User friendly system
• Ensure information security
• if possible, layaway system
that communicates with
QuickBooks
• Provide control measure for
error reduction
• Possess calculation
capabilities
• Storage capacity for minimum
of 5 years of record
USER
• Easy to use interface
• Credentials required
• Store owner or storage manage
can add, update, delete records
• Store associate can add and
update particular records
33
34. Analyzing System Needs: Requirement Analysis
No place to file completed
layaway forms
Inventory does not reflect
items tied to layaway
Customers information not
protected due to a lack of
secure filing
Database for storing layaway
records
Database communicates with
inventory for accountability
Database with secure access
for store personnel
ISSUE REQUIREMENTIMPACT
5
5
3
34
35. Layaway transaction not
properly maintained
Layaway transactions not
posted in QuickBooks
Misplaced layaway forms are
not retrievable
Database calculates and
maintains layaway
transactions
Database communicates with
QuickBooks
Database allow storage and
access to layaway forms
>= 5yrs
ISSUE REQUIREMENTIMPACT
5
2
3
35
36. Layaway form lacks sufficient
space for pertinent data
Database with controls for
entering pertinent and
accurate data
ISSUE REQUIREMENTIMPACT
4
36
37. Stakeholder Register
STAKEHOLDER ROLE
STAKEHOLD
ER GROUP
CURRENT
LEVEL OF
BUY-IN
INCENTIVE
TO BUY-IN
DESIRED
LEVEL OF
BUY-IN
POWER INTEREST
EXPECTATIONS/
CONCERNS
James Duncan
Store
Owner
Client Accepts
Desires a
database
that meets
requirements
Advocates 5 3
Ease-of-use
database that
meets all
requirements and
is complete by
deadlines
Omar Ibarra
Store
Manager
Client Accepts
Desires a
database
that meets
requirements
Advocates 5 5
Ease-of-Use
Database is
complete by
deadline
Argenio-Garza
Store
Associate
-
Technician
Client Accepts
Desires a
database
that meets
requirement
Advocates 3 5
Ease-of-use
database that is
compatible with
the point of sale
system and is
complete by the
deadline
37
38. Omar Ibarra
Store Manager
James Duncan
Store Owner
Argenio Garza
Sales Associate-
Technician
INTEREST
POWER
HIGH LOW
HIGH
LOW
Stakeholder Analysis
38
39. ANALYZING SYSTEM NEEDS: Systems Proposal
• OPTIONS CONSIDERED
• Physical filing system in addition to catalogue system for
maintaining location of layaway records within files
• MS Excel Worksheet which will allow store associate to add, edit,
delete layaway records
• Database that will allow store associate to add, edit, or delete
layaway records and maintain layaway transactions
39
40. Physical Filing System and Catalogue
BENEFITS
Organization
Better Tracking
More efficient than current system
DRAWBACKS
Requires additional space in store
Does not assist with maintaining
transactions
40
42. Layaway Database
BENEFITS
Organization
Automated
More efficient than current system
DRAWBACKS
Requires more time for
development- building from non
existent system
Controls
Meets authentication requirements
for security
42
Because the benefits outweigh the
drawbacks, this is the chosen option
for resolution of the problem
Client has approved this option by way
of signed Charter
43. CRITICAL REQUIREMENTS ANALYSIS OBJECTIVE
TREE
Efficient and Effective
Layaway Record
Management System
Design database for maintaining Layaway
records and transactionsRequires authentication for
access
Store associate can add or
update layaway records
Store owner and manager
can add, update, or delete
layaway records
Communicates with
inventory for accountability
Store owner and manager
can send/print layaway
history report
Capable of calculating new
balance once deposit,
payments or payoff is
applied to layaway record
Capable of calculating
layaway purchase total,
including sales tax
43
46. SYSTEMS DESIGN: Entity Relationship Diagram
*Designed using the Data Dictionary contained in the Project Notebook
47. SYSTEMS DESIGN: Current Event Response Table
*Use Case scenarios were prepared for the design of the below Event Response Table
48. *Use Case scenarios were prepared for the design of the below Event Response Table
49. *Use Case scenarios were prepared for the design of the below Event Response Table
50. Process/Tables Customer Master Inventory Master
Layaway Master
order_intitiation
Layaway Order
Payment1
Layaway Order
Payment2
Layaway Order
Payoff
Receive Customer
Order
C R C — — —
Receive Customer
Initial Payment
R — R C — —
Receive Customer
Periodic Payments
R — R R U —
Receive Customer
Final Payment
R — R R R C
View Reports R R R R R R
Cancel Customer
Order
R R D — — —
Maintain Inventory R U R — — —
Check if Product is
in Stock
R U R — — —
Add New Product to
Inventory
— C — — — —
Update Product — U — — — —
50
51. *Use Case scenarios were prepared for the design of the below Event Response Table
SAMPLE OF PROPOSED TEST PLAN
56. New Layaway
Layaway
Current Layaway
Summary Report
Reports
Daily Report
Inventory Report
MAIN MENU
Identification No.
Last Name
Primary Phone
Lookup
Email Address
Search
Serial No.
*Fill Any Field in The Form Above
Cancellation Report
57. New Layaway
Current Layaway
Summary Report
Daily Report
Cancellation Report
Inventory Report
MAIN MENU
Lookup
Search
*Fill Any Field in The Form Above
Identification No.
Last Name
Primary Phone
Email Address
Serial No.
3601
Obomeghie
(713) 000-0000
jason.obomeghie@live.com
837483-1
Layaway Reports
58. New Layaway
Layaway
Current Layaway
Summary Report
Reports
Daily Report
Cancellation Report
Inventory Report
MAIN MENU
Lookup
Search
*Fill Any Field in The Form Above
Function:
Identification No.
Last Name
Primary Phone
Email Address
Serial No.
59. First Name
Last Name
Primary Phone
Street Address
Apt. (optional)
State
Zip Code
Customer Information
Email Address
NEW LAYAWAY
Jason
Obomeghie
(713) 000-0000
7000 Kirby Drive
TX
77030
jason.obomeghie@live.com
62. NEW LAYAWAY
Serial No.: 837483-1
Layaway Initiated
Identification No.: 3601
Date: 10/02/2016
Balance Due: $20.00
63. SOUTHPAWS
5813 Bellaire Blvd,
Houston, TX, 77081
Id. No.:
Date:
Layaway Receipt
Cashier:
Brand:
Color:
Serial No:
Model/Year
Price:
Payment Record
3601
10/2/2016
JIM
FENDER
STD
BLACK
837483-1
1983
$659.99
DATE
RECEIVE
D BY
AMOUNT
PAID
BALANC
E DUE
10/2 JIM $599.99 $40.00
BALANCE
DUE:
$40.00
Print Preview
64. CURRENT LAYAWAY
Purchase Info.
Search
Serial No.
Identification No.
*Fill Any Field
First Name
Last Name
Primary Phone
Jason
Obomeghie
(713) 000-0000
Email Addressjason.obomeghie@live.com
837483-1
3601
65. CURRENT LAYAWAY
Brand: Fender
Color: Black
Serial No.: 837483-1
Model/Year: 1983
Price: $659.99
Layaway 3601
Name: Jason Obomeghie
Phone: (713) 000-0000
Address: 7000 Kirby Drive, Houston, TX, 77030
Customer Details
Item Details Transaction History
Initial Deposit: $599.99
Payment Due: $40.00
Payment$20.00
67. CURRENT LAYAWAY
Serial No.: 837483-1
Layaway Payment
Identification No.:3601
Date: 10/10/2016
Balance Due: $20.00
68. SOUTHPAWS
5813 Bellaire Blvd,
Houston, TX, 77081
Id. No.:
Date:
Layaway Receipt
Cashier:
Brand:
Color:
Serial No:
Model/Year
Price:
Payment Record
3601
10/2/2016
JIM
FENDER
STD
BLACK
837483-1
1983
$659.99
DATE
RECEIVE
D BY
AMOUNT
PAID
BALANC
E DUE
10/2 JIM $599.99 $40.00
10/10 JIM $20.00 $20.00
BALANCE
DUE:
$20.00
Print Preview
69. SOUTHPAWS
5813 Bellaire Blvd,
Houston, TX, 77081
Id. No.:
Date:
Layaway Receipt
Cashier:
Brand:
Color:
Serial No:
Model/Year
Price:
Payment Record
3601
10/2/2016
JIM
FENDER
STD
BLACK
837483-1
1983
$659.99
DATE
RECEIVE
D BY
AMOUNT
PAID
BALANC
E DUE
10/2 JIM $599.99 $40.00
10/10 JIM $20.00 $20.00
BALANCE
DUE:
$20.00
Print Preview
70. SUMMARY REPORT
3601
3601
Jim
Jim
Transaction History
Oct 2nd
Oct 10th
Date Identification No. Employee Client
$40.00
$20.00
DuePaid
Oct 19th 3601 Jim
$599.99
$20.00
$20.00 $0.00
Jason Obomeghie
Jason Obomeghie
Jason Obomeghie
Client: Jason Obomeghie
Payment Received: $639.99
71. SOUTHPAWS
5813 Bellaire Blvd,
Houston, TX, 77081
Id. No.:
Date:
Layaway Receipt
Cashier:
Brand:
Color:
Serial No:
Model/Year
Price:
Payment Record
3601
10/2/2016
JIM
FENDER
STD
BLACK
837483-1
1983
$659.99
DATE
RECEIVE
D BY
AMOUNT
PAID
BALANC
E DUE
10/2 JIM $599.99 $40.00
10/10 JIM $20.00 $20.00
10/12 JIM $20.00 $0.00
BALANCE
DUE:
$0.00
Print Preview
72. DAILY REPORT
3601
7546
Jasmine
Aniket
Layaway History
Oct 20nd
Oct 20th
Date Identification No. Employee Client
$549.99
$40.00
DuePaid
Date: 10/20/2016 - 10/20/16
Oct 20th 9382 Mike
$50.99
$800.00
$20.00 $347.57
Alexis Patin
Blake Jobs
Robert Frost
8470
6284
Jasmine
Aniket
Oct 20nd
Oct 20th
$256.89
$405.40
Oct 20th 9846 Sandra
$420.00
$100.00
$120.00 $797.57
Sylvia Platt
Micheal Mbah
Leonard Cohen
Payment Received: $1510.99
Payment Due: $2397.42
73. INVENTORY REPORT
3761
7546
Lefties
Lefties
Inventory History
Oct 2nd
Oct 10th
Date Serial No. Vendor Brand Price
Vendor: Lefties
Oct 11th 9382 Lefties
$500.99
$800.00
$200.00
Gibson
Fender
Ibanez
8470
6284
Lefties
Lefties
Oct 16nd
Oct 20th
Oct 25th 9846 Lefties
$420.00
$100.00
$120.00
EPS
Yamaha
Lucero
Qty.
2
5
1
7
3
5
Total Cost $1510.99
Qty. 23
74. DateIdentification No. Employee Client DuePayment
Id. No.: 3601
3601 Oct 10th Jim Jason Obomeghie $20.00 $639.99
DAILY REPORT
75. DateIdentification No. Employee Client DuePayment
Id. No.: 3601
3601 Oct 10th Jim Jason Obomeghie $20.00 $639.99
DAILY REPORT
83. Daily Report
5813 Bellaire Blvd, Houston,
TX, 77081
SOUTHPAWS
Date Identification No. Employee Client DuePaid
3601
7546
Jasmine
Aniket
Oct 20nd
Oct 20th
$549.99
$40.00
Oct 20th 9382 Mike
$50.99
$800.00
$20.00 $347.57
Alexis Patin
Blake Jobs
Robert Frost
8470
6284
Jasmine
Aniket
Oct 20nd
Oct 20th
$256.89
$405.40
Oct 20th 9846 Sandra
$420.00
$100.00
$120.00 $797.57
Sylvia Platt
Micheal Mbah
Leonard Cohen
Payment Received: $1510.99
Payment Due: $2397.42
Print Preview
Date: 10/20/2016
84. Inventory Report
5813 Bellaire Blvd, Houston,
TX, 77081
SOUTHPAWS
Date Serial No. Vendor Brand PriceQty.
37611
7546
Lefties
Lefties
Oct 2nd
Oct 10th
$50.99
$800.00
Oct 11th 9382 Lefties
2
5
1 $20.00
Gibson
Fender
Ibanez
8470
6284
Lefties
Lefties
Oct 16th
Oct 20th
$420.00
$100.00
Oct 25th 9846 Lefties
7
3
5 $120.00
EPS
Yamaha
Lucero
Total Cost: $1510.99
Qty: 23
Print Preview
Vendor: Lefties
85. Summary Report
5813 Bellaire Blvd, Houston,
TX, 77081
SOUTHPAWS
Date Identification No. Employee Client DuePaid
3601
3601
Jim
Jim
Oct 2nd
Oct 10th
$40.00
$20.00
Oct 19th 3601 Jim
$599.99
$20.00
$20.00 $0.00
Jason Obomeghie
Jason Obomeghie
Jason Obomeghie
Payment Received: $639.99
Print Preview
Client: Jason Obomeghie
86. New Layaway
Layaway
Current Layaway
Summary Report
Reports
Daily Report
Cancellation Report
Inventory Report
MAIN MENU
Identification No.
Last Name
Primary Phone
Lookup
Email Address
Search
Serial No.
*Fill Any Field in The Form Above
Log Out
Are you sure you want to log out now?
ConfirmCancel
87. New Layaway
Layaway
Current Layaway
Summary Report
Reports
Daily Report
Inventory Report
MAIN MENU
Identification No.
Last Name
Primary Phone
Lookup
Email Address
Search
Serial No.
*Fill Any Field in The Form Above
Cancellation Report
88. New Layaway
Layaway
Current Layaway
Summary Report
Reports
Daily Report
Inventory Report
MAIN MENU
Identification No.
Last Name
Primary Phone
Lookup
Email Address
Search
Serial No.
*Fill Any Field in The Form Above
Cancellation Report
89. New Layaway
Layaway
Current Layaway
Summary Report
Reports
Daily Report
Inventory Report
MAIN MENU
Identification No.
Last Name
Primary Phone
Lookup
Email Address
Search
Serial No.
*Fill Any Field
Cancellation Report
Management
Edit Layaway
Cancellation
Inventory
Employee
90. New Layaway
Layaway
Current Layaway
Summary Report
Reports
Daily Report
Inventory Report
MAIN MENU
Identification No.
Last Name
Primary Phone
Lookup
Email Address
Search
Serial No.
*Fill Any Field in The Form Above
Cancellation Report
96. Layaway History
Date Identification No. Employee Due
Date: 10/20/2016 - 10/20/16
3601
7546
Jasmine
Aniket
Oct 20nd
Oct 20th
$549.99
$40.00
Oct 20th 9382 Mike $347.57
8470
6284
Jasmine
Aniket
Oct 20nd
Oct 20th
$256.89
$405.40
Oct 20th 9846 Sandra $797.57
Client
Alexis Patin
Blake Jobs
Robert Frost
Sylvia Platt
Micheal Mbah
Leonard Cohen
MANAGE: Cancellation
97. Layaway History
Date Identification No. Employee Due
Date: 10/20/2016 - 10/20/16
3601
7546
Jasmine
Aniket
Oct 20nd
Oct 20th
$549.99
$40.00
Oct 20th 9382 Mike $347.57
8470
6284
Jasmine
Aniket
Oct 20nd
Oct 20th
$256.89
$405.40
Oct 20th 9846 Sandra $797.57
Client
Alexis Patin
Blake Jobs
Robert Frost
Sylvia Platt
Micheal Mbah
Leonard Cohen
MANAGE: Cancellation
Are you sure you would like to delete layaway
‘————’ ?
Delete
Cancel Confirm
98. Serial No.: 837483-1
Layaway Cancelled
Identification No.:3601
Date: 10/10/2016
Customer: Jason Obomeghie
MANAGE: Cancellation