SDLC Phase II Specification
FaizLakhani
HoustonWeHaveAPartyGroupProposal1.docx
Hannah Aurich
(832) 216-2788 | [email protected]
Objective
To work and grow in a professional atmosphere where my skills can be utilized and help me adapt to the dynamic environment within the company as well as strengthen my IT skills
Education
university of houston downtown | college of business | Graduating May 2024
· Major: Bachelor of Business Administration in Management Information Systems
Experience
sr. brokerage client associate (PCG) | wells fargo advisors | 06/2021 - present
· Collaborate with Financial Advisors and Managers on operational an compliance related activities
· Assist Financial Advisors in pipeline maintenance and review their book of business for over 100 high net worth clients
· Establish and review files to meet firm regulatory requirements
· Research information for client and prospect meetings and prepare informational and meeting correspondence
relationship banker - registered | wells fargo bank | 03/2021 – 06/2021
· Developed a way to assist 350 clients build, manage, and protect their assets
· Led a team of 15 employees in order to contribute to the acquisition of high value client relationships
· Utilized partners to call on potential business and consumer clients to increase deposit growth
· Sustained knowledge of bank products and services, branch operations, and risk mitigation task
personal banker - licensed | wells fargo bank | 09/2017 – 02/2021
· Organized branch meetings to discuss branch operations, sales, and superior service for clients
· Lead huddles for a team of 20 to recognize team members and go over daily goals for the branch
· Selected by management to be the Operations manager to make sure we are compliant with policies
· Managed business and personal portfolios as well as sold products and services based on client needs
customer sales represntative | wells fargo bank | 02/2017 – 09/2017
· Built lasting relationships with business and consumer clients
· Assessed over 100 clients’ needs by asking high impact questions and listening to responses
· Open and maintained new consumer and business accounts for clients
Lead Teller | wells fargo bank | 08/2016 – 01/2017
· Supervised team in order to balance vaults, perform cash counts, and assist with Risk Mitigation
· Coached team members during weekly one-on-ones to set goals and review expectations in the branch
· Assisted clients with day to day transactions within accounts and transfer to banker if needed
· Recognized by top management for providing outstanding customer service and product referrals
teller | wells fargo bank | 08/2015 – 07/2016
· Process teller transactions for over 2,000 clients including deposits, withdrawals, payments, and account maintenance
· Balanced daily cash line, vaults, and Automated Teller Machines often totaling over $750,000
· Handled client account inquires totaling 300 weekly accounts
Skills & Abilities
abilities
Coached team members, created daily goals with management to execute better results, and led teams to perfect risk mitigation within the branch
skills
Microsoft Excel, Word, PowerPoint, and Outlook, Problem Solving, Adaptability, Time Management, Portfolio Management
IT EXPERIENCE
Spreadsheet Software, Data Entry, Word Processing Software, Social Media Marketing, Website Analytics, and Java
IT WEAKNESS
Unfamiliar with certain computer programs such as SQL and Python, inexperienced with database creation and upgrades
Binil Boben
Missouri City Tx 77459
(713) 815-9648
PROFILE
Management Information Systems student with data certificate from Google with proficiency in SQL, SAP and Python, PowerBI.
EDUCATION
University of Houston Downtown, Marilyn Davies College of Business
“Bachelor of Business Administration in Management Information Systems” 08/2024
Houston Community College Stafford Texas
“Associate Degree in Arts Major in Business” 07/2022
ACTIVITIES
· Council Member Center for Urban Agriculture and Sustainability UHD
· Center of Urban Agriculture Recycling Program Member UHD
· Member Student Organization Management Information Systems UHD
· Supply chain inventory volunteer for Skylark Wireless LLC
·
EMPLOYMENT HISTORY
Intern Engineering Department 01/24
Harris County Engineering
· Contributed to project teams through tasks involving field visits, design support, customer service, research, community outreach, and administrative/project management functions.
Human Resource Intern 09/2023
Balance Now
· Successfully managed external candidate outreach and communication via LinkedIn and email, demonstrating proficiency in navigating Google Suite and LinkedIn.
· Conducted prompt email correspondence, tracked communication, and responded promptly, contributing to the smooth execution of the interview process. Additionally, maintained an organized internal directory of interns, conducted check-in and exit interviews, coordinated essential documents for interns, and actively contributed to projects related to intern engagement, satisfaction, organizational culture, and development within Balance Now.
Delivery Station Associate
Amazon 8/3/2023
· Efficiently manage inventory lifecycle, utilizing technology for sorting, scanning and order preparation, while ensuring accurate packaging, palletizing and timely truck delivery.
Assistant Manager 10/2022-01/2023
Cinemark Theatre
· Utilized CRM software leading to a 70% improvement in satisfaction ratings.
· Conducted daily fraud analysis and financial transaction analysis and reduced company expenses using Anaplan, Legion, Crunch time and Service Channel software.
Group Leader Trainer 11/2019-06/2022
FortbendIsd Extended Learning
· Increased student enrollment by providing stellar customer service.
· Evaluated incoming staff on Extended Day Procedures and increased productivity.
· Initiated training plan to train new employees based on the needs of the department.
SKILLS / HONORS
Effective communicator with good leadership skills and technical skills including Microsoft Excel, Word, PowerPoint, Outlook. Dean’s List/Honors for Fall 2019, Spring 2020, Fall 2020, Spring 2021.
Abin Simon Joseph
Missouri City Tx 77459
(952) 693-9659
PROFILE
A highly motivated and results-driven Management Information system student with knowledge of SQL, SAP, PYTHON, and a versatile set of office skills, including Microsoft Excel, Word, and PowerPoint, seeking an opportunity to contribute my expertise, strong analytical skills, and dedication to excellence.
EDUCATION
“University of Houston Downtown, Marilyn Davies College of Business”
“Bachelor of Business Administration in Management Information Systems” 05/2024
Houston Community College Stafford Texas
Associate Degree in Arts Major in Business, 07/2022
HONORS AND AWARDS
Dean’s List/Honors List: Fall 2019, Spring 2020, Fall 2020, Spring 2021.
EMPLOYMENT HISTORY
Recruiting Intern 08/2023 - Current
Umbrella Driver Recruiting, Atlanta, GA
· Leveraged technology-driven strategies to assist the HR and recruitment team in sourcing and identifying potential candidates, utilizing online platforms as LinkedIn and specialized job boards.
· Employed data analysis techniques to screen candidates and conduct initial phone interviews, assessing their qualifications, skills, and cultural alignment with the organization's values.
· Efficiently coordinated and scheduled interviews using digital scheduling tools, ensuring seamless communication between candidates and hiring managers, and maintaining a high level of professionalism.
· Demonstrated meticulous attention to detail, adhering to data privacy regulations and consistently applying best practices in recruitment technology.
Bagger
HEB, Missouri City, TX 10/2019 - 06/2021
· Exhibited exceptional reliability and customer service, consistently punctual and ensuring a positive shopping experience.
· Demonstrated strong organizational skills, efficient order management, and effective teamwork, enhancing workflow and communication.
Team Member 09/2018 - 10/2019
Whataburger, Missouri city, TX
· Proficiently operated POS systems, ensuring accurate customer transactions and showcasing technology aptitude.
· Collaborated with a diverse team to optimize service efficiency, provided exceptional customer service, and managed inventory levels with a strong focus on adherence to procedures.
Cashier 05/2018 - 08/2018
Burger King, Shakopee, MN
· Proficiently managed cash registers and leveraged technology, demonstrating strong financial and technology skills.
· Provided exceptional customer service, resolving issues promptly, and showcasing effective communication and problem-solving abilities, critical for MIS roles involving client interactions and issue resolution.
ACTIVITIES
Second Mile, Volunteer, 2018, Church Food Distribution 2019, 2020, Volunteer Houston 2022
Faiz Lakhani
Houston, TX
832-716-6484
https://www.linkedin.com/in/faiz-lakhani
PROFESSIONAL EXPERIENCE:
GMSIT| ERP Analyst - Sugarland, TX August 2022 – Present
· Led and managed ERP-related projects, ensuring successful implementation and providing ongoing user support.
· Assisted approximately 200 users from different business units with their daily duties, offering guidance and support.
· Collaborated with various business units within the organization to facilitate the implementation and maintenance of reporting processes and procedural changes required for the software application.
· Provided technical support, mentorship, coaching, and training to the business team members, ensuring their proficiency in utilizing the ERP system.
· Conducted root cause analysis on incident reports to identify and resolve recurring issues, improving system reliability and performance.
· Developed and executed SQL queries to create customized reports, optimizing workflow and enhancing user experience.
· Utilized Microsoft Dynamics GP daily, leveraging its functionalities to streamline operations and drive efficiency.
Verizon Wireless| Solutions Specialist - Katy, TX November 2020 – June 2022
· Identify and propose innovative solutions tailored to meet customers' immediate and long-term needs.
· Diagnose and troubleshoot customers' devices, effectively resolving any technical issues that arise.
· Cultivate and nurture client relationships to foster repeat business and generate referrals.
· Provide training and guidance on the utilization and implementation of Business 360 for customers.
· Recognized as the top producer in 2021 for consistently achieving outstanding sales results.
· Achieved a remarkable sales milestone of generating $3,000 in a single day for our retail branch.
Gulshan Enterprises| Bank Reconciliation Analyst - Sugar Land, TX October 2017 – May 2020
· Managed the reconciliation of bank statements for a franchise with over 500 stores, ensuring accuracy and timely completion.
· Conducted comprehensive reconciliation process by verifying entries and analyzing system reports to reconcile bank balances.
· Ensured daily reconciliation with no variances, guaranteeing accurate reporting and financial transparency.
· Monitored payments and expenditures, including payroll, purchase orders, invoices, and statements, to maintain financial stability and compliance.
· Generated monthly food cost reports for the Accounts Payables department, providing valuable insights for cost control and optimization.
· Coordinated with utility teams to obtain valid billing reports for the preparation of final profit and loss (P&L) reports, ensuring accurate financial analysis and reporting.
EDUCATION:
University of Houston Downtown |Houston, TX Jan 2022 - Present
Bachelor of Management Information Systems
Intended Major: MIS
University of Houston Sugar Land |Sugar Land, TX Jan 2019 – Jan 2022
Associates in Undeclared Business
PERSONAL ACTIVITIES + ACHIEVEMENTS:
HoopsForHumanity.org - Charity, Co-founder May 2018 – Jan 2019
• Annual Charity basketball tournament founded by myself, family, and colleagues.
• Held in Dallas last 2 years. Proceeds from the tournament are then donated to various local organizations, and refugee services organizations abroad. Raised upwards of $22,000 last 3 years: currently planning our 5th annual event.
RELEVANT SKILLS + KNOWLEDGE
SOFTWARE: MS Excel; MS Office; MS Dynamics Great Plains; Business 360; Strong knowledge of computer systems, and computer operations, as well as various hardware configurations. Always willing, and able to learn more given the opportunity.
INTERPERSONAL: Effective and proficient communications skills. Successfully leading activities local organizations in Houston. I have great interpersonal skills, and can excel in collaborative team environments
Weighted Scoring Spreadsheet
Company Information
Company Name: Houston We Have a Party
Nature of Business: Event Planning/ Balloon Decorations
Number of Employees: 2
User Information
User: Cynthia Salinas
User Title: Head Designer / Owner
User Email Address: [email protected]
User Problem: Owner wants a more streamlined website, her current website is very basic only has one page, she likes how clients can fill out a form to request a booking but wants it to be more dynamic and details. She wants a client friendly network to where clients can view different products available, create their own garland on the website for the business to make, and also have a blog page to where Cynthia can post tips and tricks on balloon decorating.
User Solution: Creating a more streamlined website for Cynthia will involve incorporating various features such as a product catalog, customized garland creator, blog page, product catalog, and a client account tab.
User’s Needed Resources: Cynthia will need a web hosting server, server hardware such as RAM, CPU, and storage capacity, robust backup system, CMS to manage and update website content, SSL Certificate, and security tools such as firewalls.
Houston We Have A Party
User: Lesly Salaiz
User Title: Event Coordinator
User Email Address: [email protected]
User Problem: Event Coordinator’s main issue is booking, Lesly would like an easy way for clients to select what kind of event they are having, the theme, amount of people coming, and more. She wants it to be possible a form that clients can fill out in order to get a quote on prices and details from Lesly as well as a page on the website showing all that she is able to do event wise as well as a page where clients can go and look at past event to get ideas from.
User Solution: In order to ease the transition from event planning to booking we will include organizing products into different categories, include fields on booking inquiries such as event details, preferred delivery date and time, specific request, as well as a auto reply system to confirm form submissions and provide a summary of client’s request, we will also have a client account tab to save order history and create a personalized experience.
User’s Needed Hardware: Lesly will need all the same hardware as Cynthia however we will also be implementing a booking form that will use Python or PHP as well as a database to store user accounts and booking information securely.
Prepared By: Mohd Faiz Lakhani Date: February 4th, 2024
Project Objectives:
Create a cutting-edge, user-friendly website to improve Houston We Have a Party's balloon decoration company's internet visibility and clientele. A dynamic product catalog, a configurable Garland Creator tool, an enhanced booking form, and an integrated blog for balloon decorating advice and tricks are all part of the upcoming platform overhaul. The ultimate goals are to provide a smooth and engaging user experience, increase online sales, encourage consumer involvement, and gain a competitive advantage in the market.
Project Scope:
Create and put into action a thorough web platform that includes:
· An easily navigable website.
· An interactive product catalog featuring a customizable Garland Creator tool.
· A better booking form to facilitate better client service.
· Including a blog platform to share insightful information on balloon decorating.
Assumptions:
· Cynthia has a clear business vision.
· The accessibility of important parties for correspondence.
· Sufficient funding and resources.
· Prompt delivery of comments and content.
· The precision of the information.
· The current technological infrastructure satisfies needs.
· Adherence to regulations.
· Adoption of users positively.
· Productive teamwork.
· The availability of the necessary technologies.
Project Charter
Stakeholders:
|
Name |
Position |
Internal/External |
|
Cynthia Salinas |
Project Sponsor |
Internal |
|
Lesly Salaiz |
Project Sponsor |
Internal |
|
Hannah Aurich |
Project Manager |
External |
|
Binil Boben |
Web Developer |
External |
|
Abin Simon Joseph |
IT Support |
External |
|
Mohd Faiz Lakhani |
Web Designer |
External |
|
Minh Bui |
Supervisor |
External |
Project Success Criteria:
· High user engagement and satisfaction.
· Measurable customization and interaction metrics with the Garland Creator tool.
· Increased efficiency of the booking form.
· Growth in product sales.
· Enhanced blog engagement and content reach.
· Seamless mobile responsiveness and cross-browser compatibility.
· Improved SEO performance.
· Successful implementation of security measures.
· Stakeholder satisfaction.
· On-time and on-budget delivery.
· Scalability for future growth.
· Positive return on investment.
Project Charter
Deliverables:
· Scope Statement
· Status Report
· Scheduling Report
· Gantt Chart
· Final Report
· Final Project Presentation
· Software Code
· Design Details
· Research Reports
· Secure Payment Processor
· Garland Creator Tool
· Design Mockup
· User Accounts and Profiles
· Booking Form
· Security Features
Project Justification:
The updated website is in line with Houston We Have a Party's expansion objectives, which include improving customer interaction, improving user experience, and gaining a competitive edge in the balloon decoration industry. In addition to being a reflection of contemporary web development techniques, the project facilitates the growth of e-commerce, creates new sources of income, and guarantees adaptability and long-term relevance. It is anticipated that the updated platform would improve brand recognition, customer happiness, and overall business performance.
Scope Statement
|
Project Title: Houston We Have a Party Website Upgrade Prepared By: Hannah Aurich Date: 1/28/2024 |
|
Project Justification: Upgrading Cynthia's basic website to a more dynamic and interactive platform serves to enhance user experience, increase customer engagement, and provide a competitive advantage in the balloon decorating market. The new website, featuring a customized Garland Creator tool, an improved booking form, and an integrated blog for marketing and promotion, not only reflects positively on the business's brand image but also streamlines processes and supports future scalability. Additionally, the project facilitates e-commerce expansion, opening new revenue streams, while adapting to technological trends ensures long-term relevance and adaptability. Overall, the investment in the website aligns with the business's growth goals, customer satisfaction, and the utilization of modern web development practices. |
|
Product Characteristics and Requirements: 1. User Friendly Interface 2. Visually Appealing Website 3. Product Catalog 4. Garland Creator Tool 5. Enhanced Booking Form 6. User Accounts and Profiles 7. Blog Platform 8. Mobile Responsiveness 9. Social Media Integration |
|
Summary of Project Deliverables:
Project management-related Deliverables: Team Contract, Scope Statement, Cost Report, Status Reports, Final Project Presentation, Final Report, Lesson Learned Report, Scheduling Report, and Gantt Chart
Product Related Deliverables: Software code, Design Details, Research Reports, Secure Payment Processor, Garland Creator Tool, upgrade tool to streamline upgrades, design mockup, user accounts and profiles, booking form, security features, SEO content |
|
Project Success Criteria: The project's success criteria for Cynthia's website development include achieving high user engagement and satisfaction, measurable customization and interaction metrics with the Garland Creator tool, increased efficiency of the booking form, growth in product sales (if applicable), enhanced blog engagement and content reach, seamless mobile responsiveness and cross-browser compatibility, improved SEO performance, successful implementation of security measures, stakeholder satisfaction, on-time and on-budget delivery, scalability for future growth, and a positive return on investment. |
Houston We Have a Party Website Upgrade Description
Prepared By: Hannah Aurich Date: January 28, 2024
Objective:
Create a website development project that creates a modern, user-friendly online platform for her balloon decorating business that enhances customer engagement and satisfaction. Website will aim to feature a dynamic product catalog, including a customized Garland Creator tool, an improved booking form, and a blog platform for sharing tips and tricks on balloon decorating. The overall goal is to provide a seamless and interactive experience for customers, promote the business, increase online sales, and establish a competitive online presence. The project also seeks to ensure the website is scalable, secure, and aligned with Cynthia's business vision, contributing to long-term success and growth.
Scope:
The scope is the creation of a comprehensive online platform for the business, this includes designing and implementing a user-friendly website with a dynamic product catalog featuring a customizable Garland Creator tool. The scope extends to enhancing the booking process through an improved form and integrating a blog platform for Cynthia to share valuable tips and tricks on balloon decorating.
Assumptions:
Assumptions for Cynthia's website development project include a clear business vision from Cynthia, availability of key stakeholders for communication, adequate budget and resources, timely provision of content and feedback, accuracy of data, existing technical infrastructure meeting requirements, regulatory compliance, positive user adoption, effective team collaboration, and the availability of required technologies. It is assumed that the project will adhere to the agreed-upon schedule, and uncertainties will be promptly communicated and addressed. These assumptions recognize the need for collaboration, communication, and adherence to timelines to ensure the successful development of the website aligned with Cynthia's business goals. Regular validation and communication with stakeholders will be essential to manage uncertainties and mitigate potential risks throughout the project lifecycle.
Project Management Plan
Prepared By: Binil Boben Date: February 4th, 2024
Project Name: Houston We Have a Party Website Upgrade
Introduction/Overview of Project
Group 9 will be working on a project to enhance and build a website which is more efficient and modern and includes much more customer interactive functionality.
Project Organization
The project organization is more functional as the group reports to the project manager, but the project manager also plays a major role in the project.
Management and Technical Processes
Management Processes:
The management starts with the project manager being the lead and all the other team members taking lead for each of the roles.
Technical Processes:
After the initial design the website will be implemented to make sure there is no errors and will be checked by maintenance
Work to Be Performed
The works to be performed must start from the basics like purchasing a domain and then designing the website according to the business liking.
Schedule Information
The project will run for 150 hours and or 5 months. Each phase of the project spans from 1 to 2 weeks
Budget Information
Currently the project has an estimate of $300 dollars, but the amount will change as the project continues its development.
References to Other Project Planning Documents
Project charter document, project scope, project description are the other planning documents
Stakeholder Register
Prepared By Hannah Aurich on January 28, 2024
Stakeholder Management Strategy
Prepared By Binil Boben on February 4th, 2024
|
Name |
Level of Interest |
Level of Influence |
Potential Management Strategies |
|
Cynthina Salina |
High |
High |
Update about the project every time there is a development. Ask for any suggestions that might be implemented |
|
Lesly Salaiz |
High |
High |
Implements the new system by engaging new clients to use the website. Gets updated about project developments. |
|
Hannah Aurich |
High |
High |
Internal project manager |
|
Binil Boben |
High |
High |
Website development |
|
Abin Simon Joseph |
High |
High |
IT and Software Support |
|
Mohd Faiz Lakhani |
High |
High |
Design Website |
Gantt Chart
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