GROW Local South Texas database project with TAMUCC
Requirements discovered and/or highlighted by way of Interviews
The database is a contact People-Centric system(CRM) with strong relationships to Events.
GROW needs to be able to track people for the purpose of contact in the future, tracking
volunteer and event hours for grants and surveys, communications such as thank you notes,
and mass mail outs.
Preferred User Interface color scheme (Branded Colors from Website GROW Local and
Farmers’ Market logos)
• Green
• Brown
• Red (like the tomato in the FM logo)
• Purple (like the beet in GROW logo)
• Black
Data Fields:
• Member records:
• First Name
• Last Name
• Address1
• Address2
• City
• State
• County
• Email address
• Phone
• Zip Code
• Birthday
• Volunteer Hours (Can be Zero for the record.)
• NOTE: Volunteer hours will always be associated with a Member or a Non-Member and
an Event.
• Date
• Time
• Event
• Membership Join and Expiration Dates.
• Membership Type with the following options:
• Individual
• Family
• Student
• Veteran
• Vendor
• Business
• Non-profit
• Lifetime Y/N
• Business Type including the following types (more can be added later):
• NOTE: Business Type should be available for all member/non-member entries not just a
business member. Some people with a business type would be a “vendor” member not a
“business” member (like small cottage foods or a single farmer or a hobby gardener) and
some people may also be an “individual” member (like a chef). Or they could be a
farmer that is not a vendor at our market and could be a member or a non-member.
• Restaurant
• Food Truck
• Farmer
• Cottage Foods
• Rancher
• Grocery Store
• Chef
• Hobby Gardener
• Local Business
• Donor
• Sponsor
• Local Food Industry Professional
• Ethnicity Option
• International Y/N
• NOTE: International Designation usually means FN, LN might be all the contact
information collected. However knowing that a Person record is international is good
data.
• Non-Member records
• First Name
• Last Name
• Address1
• Address2
• City
• State
• County
• Email address
• Phone
• Zip Code
• Birthday
• Volunteer Hours (Can be Zero for the record)
• NOTE: Volunteer hours but will always be associated with a Member or a Non-Member
and an Event.
• Date
• Time
• Event
• International Y/N
• NOTE: International Designation usually means FN, LN might be all the contact
information collected. However knowing that a record is international or not is important
information to collect.
• Business Type including the following types (more can be added later) (See note about
Business Types above):
• Restaurant
• Food Truck
• Farmer
• Cottage Foods
• Rancher
• Grocery Store
• Chef
• Hobby Gardener
• Ethnicity option
• IMPORTANT: Do not Require fields other than First Name, Last Name. Users need to save a
record with nothing but FN,LN. If a drop down list is used for a field, then N/A or Not
Applicable should be saved in ...
GROW Local South Texas database project with TAMUCCRequireme.docx
1. GROW Local South Texas database project with TAMUCC
Requirements discovered and/or highlighted by way of
Interviews
The database is a contact People-Centric system(CRM) with
strong relationships to Events.
GROW needs to be able to track people for the purpose of
contact in the future, tracking
volunteer and event hours for grants and surveys,
communications such as thank you notes,
and mass mail outs.
Preferred User Interface color scheme (Branded Colors from
Website GROW Local and
Farmers’ Market logos)
• Green
• Brown
• Red (like the tomato in the FM logo)
• Purple (like the beet in GROW logo)
• Black
Data Fields:
• Member records:
• First Name
• Last Name
• Address1
• Address2
• City
• State
• County
• Email address
2. • Phone
• Zip Code
• Birthday
• Volunteer Hours (Can be Zero for the record.)
• NOTE: Volunteer hours will always be associated with a
Member or a Non-Member and
an Event.
• Date
• Time
• Event
• Membership Join and Expiration Dates.
• Membership Type with the following options:
• Individual
• Family
• Student
• Veteran
• Vendor
• Business
• Non-profit
• Lifetime Y/N
• Business Type including the following types (more can be
added later):
• NOTE: Business Type should be available for all
member/non-member entries not just a
business member. Some people with a business type would be a
“vendor” member not a
“business” member (like small cottage foods or a single farmer
or a hobby gardener) and
3. some people may also be an “individual” member (like a chef).
Or they could be a
farmer that is not a vendor at our market and could be a member
or a non-member.
• Restaurant
• Food Truck
• Farmer
• Cottage Foods
• Rancher
• Grocery Store
• Chef
• Hobby Gardener
• Local Business
• Donor
• Sponsor
• Local Food Industry Professional
• Ethnicity Option
• International Y/N
• NOTE: International Designation usually means FN, LN
might be all the contact
information collected. However knowing that a Person record is
international is good
data.
• Non-Member records
• First Name
• Last Name
• Address1
• Address2
• City
• State
• County
• Email address
4. • Phone
• Zip Code
• Birthday
• Volunteer Hours (Can be Zero for the record)
• NOTE: Volunteer hours but will always be associated with a
Member or a Non-Member
and an Event.
• Date
• Time
• Event
• International Y/N
• NOTE: International Designation usually means FN, LN
might be all the contact
information collected. However knowing that a record is
international or not is important
information to collect.
• Business Type including the following types (more can be
added later) (See note about
Business Types above):
• Restaurant
• Food Truck
• Farmer
• Cottage Foods
• Rancher
• Grocery Store
• Chef
• Hobby Gardener
• Ethnicity option
5. • IMPORTANT: Do not Require fields other than First Name,
Last Name. Users need to save a
record with nothing but FN,LN. If a drop down list is used for
a field, then N/A or Not
Applicable should be saved in lieu of a blank record
Events
• We need to assign Events to multiple Member or Non-Member
records.
• Every Event has a category (can add more values later)
▪ Monthly Educational
▪ Farmers Market
▪ Open Hours
▪ All Hands Day
▪ BAWKtoberfest
▪ Farm to Table
▪ Garden Party
▪ Producers Conference
• Indicate Sponsors, Donors, Speakers per Events for reporting
Search Page
The system should incorporate a simple Search page that would
allow users to search for a
record by
• Last Name
• First Name
• Events
Volunteers
The system should allow for tracking GROW volunteers. These
might be Non-Member or
Member records. Need to know:
• Who is volunteering (Name, Member?, Non-Member?)
6. • Where are they volunteering (i.e. admin, Learning Garden,
Farmers Market, Farm To Table,
Outreach, Educational Workshops, Bawktoberfest, Producers
Conference, Neighborhood
Garden Party (can add more values later)
• Number of hours they volunteer, including dates of hours
volunteering
• Categorical Age of volunteer (i.e. Adult, Youth, Children,
Seniors, Students, Veterans, (can
add values later)
Reports:
• By Record Types
• Members
• By Member Type (can add values later)
• Individual
• Family
• Student
• Veteran
• Vendor
• Business
• Non-profit
• By Business Members
• By Business Type (see values above and can add values later)
• International Y/N
• By Non-Member
• International Y/N
7. • Get Mail Chimp existing reports and see whether it makes
sense to duplicate that report here
• By Zip Code
• By Event:
• List of People who attended,
• List of People who volunteered,
• List of People that Sponsored or Donated for an event
• Monthly Volunteer Hourly Report (member and/or non-
member)
• EOY Report to Farmers - Send a list of email addresses for all
Restaurants or Food Trucks so
farmers can establish relationships with people that need/want
local food
• List of People and Donations (for sending Thank You Notes)
• Members Expiring ____ Month
• Business Type by zip code (this would help the farmer map
Aislynn wanted)
Security:
• An Admin account with password - to be used only for Top
Down complete administrative
tasks; not assigned to any user record
• Personal Login with Password accounts for all users (i.e. a
user will be a record in the
system, but not necessarily a member) Logins can be assigned
to any person record in the
system but is not required.
• Security Groups
• Admin Group (highest level-database backend access included
- all rights);
8. • Power User (next highest level with Read, Write, Edit and Add
rights and Access to
Reports)
• Edit User with Read, Write and Edit
• Add User with Read, Write and Add
• Search User with Read only
• Reporting User - access to run reports
Some Wish List items:
• Print Labels
• Online Membership Application that automatically updates
database
• Ability to create Google Sheets from data in the DB and that
can then update the database as
edited (the way Sharepoint works as well)
• Import and Export of Excel files
• Track Vendor or Producer products/items
• Track Donations and Sponsors
• Tracking Membership expirations (one notice before
expiration, one notice after expiration)
for notices or reminders
• Public Search of their own expiration dates
• Automated Welcome Letter for new Members
• New member check list
• Has the Decal been sent
• Has a Welcome Letter been sent
• Tracking number of children that attend events (at this time
Children defined as under 12
although there may be events and times (i.e. Youth Odyssey is
9. 6-16?)
• Family Memberships (tracking family names and number of
family members)
3/6/2017 Week 3 Learning Activities - BMGT 495 7380
Strategic Management (2172)
https://learn.umuc.edu/d2l/le/content/203217/viewContent/8505
375/View 1/2
Learning Activity #1
Albert Einstein was quoted as saying “Great spirits have always
encountered violent opposition from
mediocre minds.” Every organization has their strengths and we
aknesses; that is a reality that every
organization must face, but it doesn’t mean the strengths will m
ake the organization succeed or that
the weaknesses will cause the organization to fail. Every effecti
ve manager/leader will most likely face
opposition within their own organization; however, in order to c
apitalize on the strengths and mitigate
the weaknesses, an organization must first understand their key
internal forces. An internal analysis is
an opportunity for the employees within the organization to und
erstand how what they do fits into the
organization as a whole.
Using either Southwest Airlines or Subway, create an abbreviate
d IFE and EFE chart using the format
below.
11. TOTALS 1.0
Learning Activity #2
Once you have completed both charts from Learning Activity #1
prepare a paragraph that discusses:
(1) why you chose those strengths, weaknesses, opportunities an
d threats and (2) what the weighted
IFE and EFE scores mean for that organization from a strategic
planning point of view.
Offer supporting rationale for your explanation and be sure to re
ference your statements using proper
APA formatting.
Project System Analysis and Design
Graduate Student application project
KCCNA Consulting Group
March 9, 2017
Table of Contents
SUBJECT MATTER
PAGE
Executive Summary
2
Introduction
3
System Analysis
4
12. System Design
5
Conclusion
7
Executive Summary
GROW Local South Texas is a leader in the South Texas local
food growth movement, providing vendors, customers and
everyday people with a network to buy, sell and most
importantly grow local food. The current data entry and
reporting systems in place limit their reporting and tracking
needs for them to maintain their network efficiently.
These deficiencies make it more difficult for staff to generate
the reports they need, and to keep track of their network, which
in turn limits the data reporting required to access additional
funding through grants potentially. Here at KCCNA Consulting
group, we are focused on providing a user-friendly, scalable
reporting application that facilitates GROW Local South Texas
data needs, allowing them to maximize their focus on educating
our local community and provide them with a network of
nutritious and affordable foods.
GROW Application is our answer to your request for a user-
friendly program that is customized specifically for data
consolidation and easy reporting. This system will help GROW
Local overcome the expansion obstacles they have been facing.
It is an in-depth, focused application that will take the time to
develop fully, but when it is up and working, it will be very
easy to navigate.
Our application, GROW Application , will provide GROW
Local South Texas with an application that enables them to
enter different data into necessary forms to their business, and
then generate reports on membership, vendors, volunteers,
donors/sponsors, and customers. The application will also allow
staff or volunteers to quickly add, edit or remove any important
information so that their records are maintained and up to date.
13. “…. Agribusiness isn’t about making food and places better. It
will make us better consumers, but not better people, or better
citizens.” - person
Introduction
System Analysis
As of this date, GROW Local South Texas has been in operation
for 5 years. That’s quite a bit of data to have to deal with on
your own. Previously, GROW Local has been using a series of
Excel spreadsheets to store information they gather.
A weakness of Excel is that it is not as versatile as Access is. In
other words, Excel allows the user to input and store
information, but there is not a lot that can be done with the
information past that, such as reports and queries. Other
reporting features came from either MailChimp or PayPal.
These are all external databases that allow its users to run a
very standard report but do not allow for customization.
With our system, GROW Application, GROW Local South
Texas has its very own internal database where they can safely
manage all desired information and customize it. In addition to
our database, we determined that it would be beneficial to keep
MailChimp and PayPal. MailChimp will provide as an already
accessible mail server to send out newsletters, invitations, and
other correspondence. PayPal will continue to provide financial
14. information and remain as a plug for the GROW Local South
Texas website and online store.
With an Office 365 Business membership, you can download
Access to as many devices as you want. This newest version of
Access also allows for upgrades from previous versions, like
Access 2013. Access can accept data from outside sources and
format it to the application and it can export data to other
sources. This is a huge benefit that the old system did not offer
because it will all be accessible in one location, as opposed to
multiple confusing spreadsheets. This application will help
reduce some of the redundancies from the current system.
Access 2016
Microsoft
In addition, our system will provide GROW Local with
some other desired features, like tracking. GROW Application
will be able to track Vendor and Producer items, donations and
sponsors, and membership expiration dates. Administrative
security is also available with different logins for different user
capabilities.
System Design
Conclusion
KCCNA Consulting Group is eager to work with GROW Local
South Texas because we support their mission to promote a
healthy lifestyle and affordable food for the local community.
We believe our application GROW Application will help GROW
Local STX by streamlining the data entry and retrieval process
and automating the systems already in place. We feel these
simple adjustments to the system already in place will free up
time so GROW Local South Texas can start to educate and grow
vendor and customer relationships.
KCCNA Consulting growlocalstx Page 4