From UG

Revision as of 19:13, 22 May 2012

Mantis

http://ct.jaguarfreight.com/mantis/view.php?id=3574

Purchase Order Event Management Overview

<Executive summary of business justification(s), business objective(s), high level project deliverables, project vision, all stakeholders, etc..>

Business Objectives

The need for management information – context

Management information is at the heart of any business that strives for continuous improvement. The principal benefits are that the provision of the right information not simply data:

• Ensures that activity is linked to outcome;
• Effort is focused upon needs of customers;
• The management perspective migrates from providing excuses to delivering results;
• Makes performance a culture of continuous process, instead of occasional ‘snapshots’;
• Promotes communication and collaboration.

CyberTrax™ Purchase Order Event Management – overview and benefits

For CyberTrax™ customers, POEM is designed as a web-based platform that provides management tools and visibility of Supplier PO Events and milestones, from the PO Issued date, to the creation of an ASN. There are several benefits:

• Elimination of redundant data entry, built in documentation (pallet labels, shipping instructions, Proforma Invoices and Packing Lists), Embedded regulatory compliance tools and exception reporting will improve and streamline the overall processes, and provide centralized visibility and automated event management efficiencies across global inbound supply chain stake holder groups;
• Delivery of performance data and BI will support a continuous cycle of improvement within a company’s planning, purchasing, and transportation (inbound Supply Chain) groups;
• Reliability and predictability of inbound supply chain events and improved regulatory compliance management tools, along with improved expectation management.

CyberTrax™ KPI and BI module Jaguar Freight Services

CyberTrax™ Purchase Order Event Management – interface

POEM will be designed to provide the same intuitive user experience associated with the Jaguar Freight Services brand, and will be fully integrated with other CyberChain™ solutions (Cybertrax™, ASN Portal™). POEM is a User Interface providing various users with customizable access types (visibility, edit) for the viewing, monitoring, updating and reporting on Supplier Purchase Orders. POEM facilitates a number of functionalities, principally as it relates to managing Purchase Order Events, and provides a centralized, cloud based process, communication and management solution. In line with Cybertrax™, flexibility, customization and scalability underpin POEM’s architecture.

Project Stakeholders & Roles

• Simon Kaye - CEO - Project Sponsor
• Marc Selter - VP - Product Manager
• Alex Dobrovolsky - Director of Technology - Solutions Architect
• Denise Guastella - CT2 Support Manager
• Kostiantyn Ushakov - CEO/CTO Elcosol
• Perry Lee - CT2 Project Manager
• <TBD> - Elizabeth Arden Engagement/Relationship Manager
• <TBD> - Elizabeth Arden Technical Project Manager

Change Control Board

• Simon Kaye
• Marc Selter
• Perry Lee
• <TBD> Elizabeth Arden Engagement/Relationship Manager
• <TBD> Elizabeth Arden Technical Project Manager

Project Management Plan

Project Scope

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Project Dependencies

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High-Level Timelines

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Risks

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• [External Risk] Elizabeth Arden has 5 ERP systems that may not be able to meet all integration specifications.
• [External Risk] Elizabeth Arden Technical Project Managers will dictate timelines. Jaguar Freight Services has no control over EA resources or schedules.
• POEM is the first project to integrate CT2 with Elizabeth Arden ERP systems.

Assumptions / Constraints

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Assumptions

• Critical resources (1 FTE Analyst and 1 FTE Developer) will be fully allocated to this project for its entire duration.
• Elizabeth Arden will provide resources and technical assistance when necessary. Any delays or costs associated with EA resources will not be controlled by Jaguar Freight Services.
• All major requirements would have been identified during the requirements/design phase of this project. Any requirements identified post design-phase will have minimal impact on project schedule and scope.
• All changes will undergo formal change control process.
• All non-working periods (personal vacations, holidays, etc..) will be baked into project plan.
• All resources will have adequate knowledge of business & technology to fulfill their roles & responsibilities with minimal training.

Constraints

Business Requirements

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BR1.0 [Manage Purchase Order Life cycle]

The primary objective of Project POEM is to manage the Purchase Order life cycle of Elizabeth Arden Purchase Orders within CyberTrax2. This includes all domestic and international EA Purchase Orders that are managed and transported by Jaguar Freight Services.

The life cycle of a Purchase Order is born within Elizabeth Arden's ERP system. The purchase order is a contract between Elizabeth Arden and it suppliers. Once a Purchase Order is "ready - not the definition of 'ready' has yet to be determined", is is then sent to CyberTrax2 where it will await confirmation or rejection by an EA Shipper. If a shipper confirms a PO, then he/she can create an Advanced Shipment Notification (ASN) and proceed through the normal life cycle of an ASN (with some new variations).

BR1.1 [Elizabeth Arden ERP Integration]

Elizabeth Arden employs 5 ERP systems. Purchase orders originate from within Elizabeth Arden ERP systems. These Purchase Orders will need to be imported into CT2 and bi-directional updates will need to be implemented between CT2 & all 5 of Elizabeth Arden's ERP systems.

BR1.2 [Confirm/Reject Purchase Orders]

Shippers need the ability to confirm or reject purchase orders.

BR1.2.1 [Purchase Order Fulfillment - full or partial]

Shippers will need the ability to fulfill purchase orders. Either full or partial fulfillment.

BR2.0 [Communication]

CT2 must be able to send notifications to stakeholders regarding PO updates.

BR3.0 [Documentation]

CT2 must be able to generate and store standard PO related documents (regulatory compliance, shipping labels, shipping instruction, etc..)

BR4.0 [Reporting] =

CT2 should allow for exception reporting for certain PO events (Dashboard reports)

Business Process Flow 1...

Business Process Flow 2...

Business Process Flow 3...

Functional/Non-Functional Requirements

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CyberTrax2 Internal Application

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User Interface Requirements

Reporting Requirements

User Access / Security Requirements

Logging Requirements

Group / Master Requirements

Filtering Requirements

Archiving Requirements

CyberTrax2 Client Application

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User Interface Requirements

Reporting Requirements

User Access / Security Requirements

Logging Requirements

Group / Master Requirements

Filtering Requirements

Archiving Requirements

Non-Functional Requirements

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Performance Requirements

Capacity Requirements

Support / Maintenance Requirements

User Guides

Training

Log(s) Accessibility

Testing Requirements

Security Requirements

Technical Design & Solution

Mock ups

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Technology Stack & Architecture

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Technical Diagrams (Flow Chart, Sequence, UML, Systems Architecture, Technical Architecture, Data Architecture, etc..)

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Web / Application (New/Modified classes, methods, etc..)

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Database (DDL changes - new/modified tables, indexes, stored procedures, etc..)

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Configuration (Config File changes)

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Logging (Log File changes)

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External Interfaces (EDI Message(s), external vendors)

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