portfolio of analysis and design work

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

…

Helen Wardhward2205@gmail.com

Mobile: 07979 303310

Thank you for taking the time to view my work.