Professional Documents
Culture Documents
Introduction ........................................................... 3
User Roles............................................................... 3
Employee User Roles .............................................. 3
Login 3
Dashboard ............................................................ 4
Employee Profile ................................................... 4
Ideas Initiated/Saved ............................................ 5
Idea Generation .................................................... 5
Idea Review Screen ............................................... 6
Idea Approvals ...................................................... 6
Project Details Screen ........................................... 7
Project Team Lead Screen ..................................... 7
Project Timeline .................................................... 8
Define Team Member ............................................ 8
Task Screen ........................................................... 8
Project Reporting Screen ...................................... 8
ORS Team User Role ............................................... 9
Login 9
Dashboard ............................................................ 9
View Generated Ideas ......................................... 10
Idea Approval...................................................... 10
Idea Rejection ..................................................... 10
Assigning Project Lead ........................................ 11
Project Budgeting & Timeline ............................. 11
Project Tracking & Status .................................... 11
Project Reporting Screen .................................... 12
BU/ VP’s User Role ............................................... 12
Login 12
Dashboard .......................................................... 12
Idea Approval...................................................... 13
Project Tracking & Status .................................... 13
Project Reporting Screen .................................... 13
Notifications ....................................................... 14
Admin Panel ......................................................... 14
Admin Login ........................................................ 14
User Management .............................................. 14
Dashboard .......................................................... 14
Roles & Permission ............................................. 15
Reporting ............................................................ 15
Work Flows ........................................................... 16
Employee Idea Generation Approval .................. 17
ORS Team Member User Role ............................. 18
BU/ VP’s User Roles ............................................ 19
Technical Overview .............................................. 20
Our Process .......................................................... 20
Testing Methods ................................................... 20
Project Management ............................................ 21
Agile Scrum ................................................ 21
Jira (Tools).................................................. 21
Meeting Schedule ...................................... 21
Communication with team and client ........ 21
Project Quality Review ......................................... 22
Product Support ................................................... 22
Documentation .................................................... 22
Resource Allocation .............................................. 22
Project Timeline & Costing ................................... 23
Payment Schedule ................................................ 23
Payment Schedule .............................................. 23
Introduction
Company Name Solutions will be developing a portal of One Rupee Strategy for Company
Company Pakistan. This web-based portal will help the employees to present their new
innovative idea to the One Rupee Strategy (ORS) Team via this portal. The ORS team will review
the idea and have capability to approve or reject the idea. In case of Approval from ORS Team,
the idea will approve from BU/ VP’s
Company Name Solutions is proposing the solution based on the requirements shared by
client. This document will cover Project Features along with Project Financials and Project
Timeline
User Roles
There will be 4 user roles in this web-portal i.e.
1. Employee
2. One Rupee Strategy (ORS) Team
3. BU/ VP’s
4. Admin
Employee Profile
Once the admin approved the account and provide credentials to the employee
• User can edit update profile information i.e.
o First Name
o Last Name
o Email Address
o Gender
o Certificates
o Achievement Details
• The profile information fields can be change as per client requirements
• Employee can Add/Edit Self-Summery
• The Employee can upload a profile picture and can update afterwards
• There will be some mandatory and non-mandatory fields that need to be filled by
employee
• Employee can request to Change Password
Ideas Initiated/Saved
In Ideas Initiated tab, employee will have details of ideas which was initiated on portal
Ideas Title will be shown in the table with Serial. No., Submitted Date along with status
i.e.
o Approved
o Pending
o Rejected
Employee will have ability to delete the idea from the portal
Employee who saved their idea at the time of Idea Generation instead of submitting to
ORS Team will be shown in this tab in Saved Ideas Section
Idea Generation
Employee who is willing to generate idea on web-portal will have to go onto Idea
Generation tab
Employee will have to fill out the necessary information asked on the portal in order to
successful Idea Generation
Employee need to fill:
o Idea Title
o What inspire you for this idea?
o Idea Statement
Other employee information will be fetched from his account details
Employees at all levels will share a predefined template within the portal to document
their ideas
In idea statement, employee will have plenty of options which would be useful to
document
The idea statement box will have editing tool integrated with text box, which have
following capabilities:
o Cut text
o Copy text
o Paste Text
o Paste As Plain text
o Paste from Word
o Undo/ redo
o Spell Checker
o Link/ Unlink
o Anchor
o Insert Table
o Insert horizontal line
o Insert Special Character
o Set character as Bold, Italic, Underline
o Insert/ remove number list
o Insert/ remove bullet list
o Increase/ decrease indent
o Select styles of bullet
o Set headings
Idea Initiator can also save the idea which will be shown in Idea saved screen
Idea initiator will click on Generate Idea to send it to ORS team for review and approvals
Idea Approvals
After employee submitted the idea to ORS Team through portal, the ORS Team will
review the idea from portal
The ORS team will review the idea that employee documented
If idea submitted by employee is good, then it will be review by BU/ VP’s
In case of approval, “Undertaking” popup to employee
Once the idea is approved by BU/ VP’s, the ORS Team can assign the Project Lead
The OSR team will select the project lead from the menu
In case of rejection, intimation will send to initiator about idea rejection
Status will be change to reject in idea initiated screen
Employee will also have an option to change Project Lead
Project Details Screen
Lead can view certain information of projects i.e. Idea Initiator, Idea Title, Idea Statement,
Department, Division and Manager
The Project Lead will breakdown the project into phases and define them into the portal
with timeline
The Project Lead can enter title, problem statement, Goal, business case, in-scope and
out of scope
Project lead will have ability to select the Project Methodology, fixed cost per Annum
The One Rupee Strategy will have ability to Add Comment on Project Details
The BU/ VP’s will also have ability to add comments on Project Details
After Project Details screen filled by Project Lead, the ORS Team and BU/ VP’s will approve
the details or comment to do changes
Task Screen
On Task Screen, Project Lead can view their entire task, listed in the grid.
Action can also be performed against each task i.e. View Task Details
Project lead can view Initiate Date, Initiate Days and Status
Dashboard
ORS Team member will have dashboard after they login into the portal
ORS Members will be able to view the statistics and KPI’s of the project currently
running onto the portal
ORS Members will have New Idea Initiated by Employees Section on dashboard
ORS Members will have Pending Approvals Section
ORS Members will have Approved Idea Section
ORS Members will have windows where they can view the Approvals/ Rejection of ideas
by BU/ VP’s
View Generated Ideas
The ORS Team members will have ability to view the Ideas submitted by employees of
COMPANY
ORS team members will do comment on the idea if it needs any correction or
amendments
ORS members will review the idea submitted by employee and set the status of
Approved/ Reject
Idea Approval
ORS Team will have ability to accept the Idea after reviewing it
Each ORS Team Member will have to accept the idea to make it approved by ORS Team
member
Suppose if two (2) ORS Team Member have accepted the idea of an employee, and one
(1) ORS Team Member is not accepted the idea yet, the idea will be shown in Pending
Approval section of ORS team member
When the idea is approved by All Members of ORS Team, ORS Team head will send alert
to BU/ VP’s
Idea Rejection
On Rejection of idea, the ORS Team will have to provide reason of rejection
The ORS Team members will have ability to comment or highlight the objection
Each ORS Team Member will have to reject the idea of employee to completely reject it
Otherwise it will be shown into the pending ideas of ORS Team
Assigning Project Lead
Once the idea is approved by BU/ VP’s, the ORS Team can assign the Project Lead
The OSR team will select the project lead from the menu
The Project lead is responsible to set:
o Project Title
o Problem Statement
o Goal to Achieve
o Business Case
o In-scope Aspects
o Out of scope Factors
Dashboard
BU/ VP’s will have dashboard after they login into the portal
BU/ VP’s will be able to view the statistics and KPI’s of the project currently running
onto the portal
BU/ VP’s will have idea list that was approved by ORS Team on dashboard
BU/ VP’s will have Pending Approvals Section
BU/ VP’s will have Approved Idea Section
BU/ VP’s will have windows where they can view the Approvals/ Rejection of ideas by
BU/ VP’s
Idea Approval
The idea that was approved by ORS Team members will now show onto the BU/ VP’s
Screens
BU/ VP’s will able approve the idea after reviewing it
BU/ VP’s will do comment on project details if they need
Once the idea is approved by BU/ VP’s, the OSR Team will get notified and assign Project
Lead
On Rejection of idea, the BU/ VP’s will have to provide reason of rejection
The BU/ VP’s will have ability to comment or highlight the objection
Each BU/ VP’s Member will have to reject the idea of employee to completely reject it
Otherwise it will be shown into the pending ideas of BU/ VP’s
Notifications
Notification will be send to idea Initiator when their idea is Approved/Reject
Notification will be send to Project Lead and Team members when ORS Team ask for
Project Status
Notification will be send to Project Lead and Team members when BU/ VP’s added
comment on Project Details
Notification will be send to ORS Team when Project Lead submitted/ change project
details
Notification will be send to BU/ VP’s when ORS Team will approve and send idea to BU/
VP’s for review
Admin Panel
Admin Login
Admin can login via unique id and password
User Management
Admin have ability to create accounts of:
o Employees
o ORS Team Members
o BU/ VP’s
Ability to add, remove and modify Users and their details Like Email, Password, Address
etc.
Ability to Enable and Disable Current Users Account
Ability to add, modify current and new User Roles
Dashboard
Admin dashboard will have basic details of Employees, ORS Team Members and BU/
VP’s accounts details
Admin can view no, of New Idea Requests to ORS Team Members as well as BU/ VP’s
Admin can view the no. of Pending Ideas waiting for approval
Admin can view the statistics in the form of KPI’s on Dashboard
Admin can view the no. of users using the portal
Reporting
Admin will have rights to view the reports that are been publish by Project Lead, Team
Members, ORS Team Members and BU/ VP’s
Admin can capable to Print Reports and KPI Stats
Reports will be send an email to defined email address
Ability to Find specific words in a Report
Ability to export reports in PDF.
Ability to zoom in-out reports for better view
Work Flows
-- Work-Flow
Idea Initiator
Generate Idea
ORS Team &
Approval by
BU/VP s
Approve
Project Lead
Yes
ORS Team
Yes
Viewing Project
Status/ Reports/
Progress
Employee Idea Generation Approval
Login
Login – Enter
ID/ Password
Enter Idea
Details
Submit for
Approval to
ORS Team
Review Idea by
Approved/ ORS Reason of
ORS Team Reject?
Reject Discarded Idea
Rejection
Members
Accept
Forward to
Approved/
Reject?
BU/ VP’s for
Approval
Approve
End
ORS Team Member User Role
Login
Login – Enter
ID/ Password
Dashboard
View
Submitted/
Rejected
Pending Ideas
Provide
Approve/
Rejected
Rejected Reason of
rejection
Accept
Make Changes
in Project
Details
Send it to BU/
VP’s For
Approval
End
BU/ VP’s User Roles
Login
Login – Enter
ID/ Password
Dashboard
View
Submitted/
Rejected
Pending Ideas
Provide
Approve/
Rejected
Rejected Reason of
rejection
Accept
Make Changes
in Project
Details/
Financials
End
Technical Overview
Technically, the scope of the project is break down into 2 modules.
Our Process
Testing Methods
The following testing will be done to ensure that system is highly scalable & generic.
Unit Testing
Integration Testing
Functional Testing
Performance testing
Security Testing
Stress Testing
Acceptance Testing
Regression Testing
Beta Testing
Project Management
The following tools and methodologies are followed for managing projects by Company Name:
Agile Scrum
Company Name Solutions follows the Agile SCRUM Methodology for all development projects.
Agile SCRUM is a framework for developing and sustaining complex products using Agile
Development. Company Name Solutions has managed to save its clients time and money. There
is less documentation required, the ones which are used for quick design and development
along with the necessary test data. This helps to a great deal in verifying and validating the
requirements, also focuses more on the application rather than documentation. With the
transparency afforded by our agile development projects, customers have witnessed stronger
results and have benefitted from being provided with real-time updates on the status of
development. By leveraging the agile method, our development teams experience a lightweight
process that supports a focus on the rapid delivery of business value. This helps our
organization significantly reduce the overall risk associated with development process and
ensure that business value is maximized. By continuously aligning the delivered software with
desired business needs, our team can easily adapt to changing requirements throughout the
project.
Jira (Tools)
Company Name use JIRA for planning, tracking, and managing software development projects.
We create sprints and distribute tasks across our development team to give the best output.
Meeting Schedule
Company Name is continuously in touch with client to update him/her for the project status.
For this, a meeting schedule is set between Project Manager and client to review the project.
Normally, we set meetings once a week with client but it can be increased based on complexity
and updates.
Product Support
Project completion will occur when the software has been successfully executed and deployed
to production. Post deployment of the application to production “Two Months” warranty will
be provided. During this warranty period Company Name will be responsible to fix any bug
incurred during that period.
Documentation
Complete project related documentation will be provided by Company Name which includes, at
completion of the project:
Resource Allocation
Below you’ll find resource allocations that will be working on this project, to show transparency
we’ve included domain and counts.
Project Timeline & Costing
Payment Schedule
Payment Schedule
Schedule %
Awarding the Contract 50%
Go Live 50%