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Helen WardPortfolio of Analysis and Design Work
This document includes samples of documentation and designs created for various projects whilst working for Extech Ltd
All work included was entirely created by Helen WardFrom June 2014 to June 2015
Basic Client Requirements• Replace current spreadsheets to enable quotes to be created
more effectively• Offer drop-down selections for ease of use• Recommend a system according to user input/selections• Offer the most cost-effective selection of products to meet
requirements• Print options for Wholesaler and Contractor• Opportunities to duplicate quotes (and edit accordingly) to
reduce user input/time• Opportunities to offer alternative quotes (Corgi and Cable
options instead of mats)
1. Underfloor HeatingQuotation Software (Online - Internal)
Sample Documentation (MS Word)
Intro and Scope
…
ERD (Visio)
UML (Visio)
Entity Descriptors
Entity Descriptors (2)
…
Use Case Scenarios
Use Case and Business Rules
From prototype to finished product…
Logo
Logo
Prototype
Actual
Prototype Screen (Pencil)Logo
Prototype Screen
Logo
Testing in live…
2. Underfloor Heating Recommend Products (Online – External)Basic Client Requirements:• Online calculation of products required to fit room(s) or
building(s) with underfloor heating• Advise the best solution based on room specification details• Calculate the most appropriate set of products to meet the
room/building requirements• Offer a Wholesaler the RRP prices• Offer Contractors an option to find a Wholesaler• Offer Wholesalers the opportunity to submit their estimate to
The Company to request a quote (follow-up telephone call)• Store the information under a login if required• Duplicate room details for easy recreation of estimates or for
multiple room estimates (e.g. block of flats)
Prototype Screens (Cacoo.com)
Prototype Screens
Sub-screen examples
3. Sales and Purchasing system
Basic Client Requirements:• Replace current systems – review and improve business
processes where possible• System to manage and report on Sales and Purchasing• No stock control required• View availability for advertising campaigns (map and chart)• Produce customer documentation including invoices• Run on Windows, in-house server, no external access
Sample Contents
Intro and Scope
Data Requirements
BPMN
ERD
UML
Entity Descriptors
Entity Descriptors (2)
Logging on and Security…
Prototype Production Schedule
Client Logo
Reporting Workdesk
Client Logo
Use Case Scenarios
Alternate flows and business rules
Prototype OrderClient Logo
Prototype JobClient Logo
Customer DetailsClient Logo
Subscreens
Logo
Logo
…And some other system prototype screens
Link to Training Manuals
Click to view ‘Today’s Training’
Co. Name
The ‘Dashboard’ in live (test)… (web app)
Logo
Click Task to view Training Material
Click Date to view Training Details (Fig
10)
Click Name to view Training Record (Fig
9)
‘Driver’s Manual in live (test)…
Logo
Co. Name
Movements report in live (test)…
Some sample training slides…
Your DRIVE Dashboard
Alerting you to your
workload
Log a Breakdown
View and Access your Breakdowns
View: Top right
Personalised to you and your role!
Personal greeting!
Log off when you finish
Assign cover if you are away
Tabs for your access
Manage Users
Tab navigation
Creating New Users
Add a New User
Create a New UserActive Directory
(Username)
System username and
password
View/Edit User Profiles
Click to View/Edit user details
Edit a User Profile
Click to add a new Departmental Role
for this person
Maintains recent history
Add Departmental Role
Click Submit to save the new
role/department for that person
…