Case Project—Statement of Work

Williams Specialty Company

1.  System Description

Williams Specialty Company (WSC) is a small print and engraving organization.  When a customer requests a printing or engraving job the sales person must enter the information into the order database (1) type of job (print or engraving), (2) media (clothing, plague, or trophy) (3) media catalog number, and (4) content into the print/engraving request database.  The sales person then makes payment arrangements with the customer, which includes billing an existing customer, setting up an account for billing, or payment on delivery.  If a payment on delivery option is selected, the sales person requests and receives at least a 10 percent deposit.

Once entered into to the print/engraving database, the sales person notifies the operations manager, who verifies the payment information and if all the payment and customer information is correct, validates the order.  If the order is not validated, the operations manager generates a memo stating why the order is invalid, sends an email to the customer and follows up with a telephone call.  If the order is valid, the operations manager assigns the job to a printing or engraving specialist

Once received the Printing/Engraving Specialists searches the catalog inventory database to determine if the media is in stock.  If the media is in stock the Printing/Engraving Specialist marks media item as sold and sends a notification to the Stock Room Clerk to pull the media item off the shelf and send it to the Printing/Engraving Specialists.  If the item is not in stock, the Printing/Engraving Specialists sends a request to the stock room clerk to order the catalog item.

Once notified of a stock request, the Stock Room Clerk checks the inventory to double check the availability of the catalog item.  If the catalog item is in stock, Stock Room Clerk verifies that the catalog item is marked as sold and pulled.  If the catalog item is not in stock, the Stock Room Clerk the item and sends a notice to the printing/engraving specialists with an expected delivery date.  Once the media item is pulled off the shelf, the Stock Room Clerk sends a notification that the catalog item is has been sent to the specialists, the Stock Room Clerk then marks the media item as delivered and decrements the media stock count.

When the printing/engraving specialists complete the work, they mark the order database as complete and sends a notification to the operations manager.  The operations manager uses the quality assurance database to inspect the work.  If the work does not pass inspection, the order database is marked as incomplete and the operations manager generates a memo stating why the work did not pass inspection and sends a notification to the printing/engraving specialists.  The printing/engraving specialist the accesses the quality assurance database to review the failed items and when the failed items are fixed they mark the items as completed.  Once the items have been fixed, the printing/engraving specialist sends a notification to the operations manager.  If the work passes inspection, the operations manager marks order database as completed and generates a completion memo and emails the memo to the customer.  The operations manager then calls the customer.

Once the customer picks up the order, the sales person marks the sales order as closed.

2.  Software Deliverables

2.1.  Description of Functionality

The application will provide the following functionality:

1.  Creation, modification, storage, and retrieval of customer information

2.  Creation, modification, storage, and retrieval of order information.

3.  Creation, modification, storage, and retrieval of inventory information.

4.  Creation, modification, storage, and retrieval of user access information.

5.  Creation, modification, storage, and retrieval of quality assurance checklist items.

6.  Allows all staff members to access information from the order and inventory database.

7.  Allows the Operations Manager and Sales Person to access the customer information database.

8.  Allows the Operations Manager to validate the customer order

9.  Allows the Operations Manager to create an invalid request memo and stores the memo in the order information database.

10.Allows the Operations Manager to auto generate and email to the customer for an invalid order memo or confirmation that the job has been completed.

11.Allows the Operations Manager to send a notification to the Printing/Engraving Specialists when an order had been validated.

12. Allows the Printing/Engraving Specialists to search the inventory database for specific items by id number, item name, or manufacturer name.

13.Allows the Printing/Engraving Specialists to update the staff database as “sold”.

14.Allows the Printing/Engraving Specialists to send an inventory request to the Stock Room Clerk.

15. Allows the Stock Room Clerk to search the inventory database for specific items by id number, item name, or manufacturer name.

16.Allows the Stock Room Clerk to mark an item as “delivered” and decrement the total number of items.

17.Allows the Stock Room Clerk to send a notification to the Printing/Engraving Specialist that an item in en route.

18.Allows the Printing/Engraving Specialists to mark the order database as “complete”.

19.Allows the Printing/Engraving Specialists to send a notification to the Operations Manager than a work order is completed.

20.Allows the Operations Manager to pull up the Quality Checklists for either a printing or engraving job and mark each item as “passed” or “failed”.

21.Allows the Operations Manager to mark a work order as “completed”.

22.Allows the Operations Manager to send a notification to the Printing/Engraving Specialist listing the “failed” items for a work order.

23.Allows the Sales Person to mark a work order as “closed”.

2.2.  List of major software components

1. Access Control
2. Database Management
3. Operations Manager Interface and Business Rules
4. Printing/Engraving Specialist Interface and Business Rules
5. Sales Person Interface and Business Rules

3.  Equipment and Hardware Requirements

1. Small business network, with no more than 20 nodes
2. Standard Windows 2000/XP workstations.
3. MS Office 2000/XP, with MS Access
4. MS Outlook 2000/XP

4.  Documentation

4.1.  User Documentation

The contractor shall supply basic training user manuals describing each of the operations in a MS Word document.

4.2.  Development Documentation

The contractor shall supply all Planning, Requirements, Design, and Source code.

5.  Testing

5.1.  Test Plan and Procedures

The contractor shall supply a test plan and procedures for each level of testing.

5.2.  Unit Test Case Results

The contractor shall supply the results of the unit tests.

5.3.  Integration Test Case Results

The contractor shall supply the results of the integration test.

5.4.  Acceptance Test Case Results

The contractor shall supply the results of the acceptance test.

Solution: