2. PATHFINDERS
THE OPPORTUNITY | Case competition
Mehul Gangwal
MS IT and Management
Kshitija Kulkarni
MS IT and Management
Sahil Ratra
MS Management Science
3. BUSINESS CASE: NEED
THE PRODUCT CANVAS BY ROMAN PICHLER
BUSINESS CASE SUMMARY
To enhance the existing web
platform to include the newly added
countries and make the platform
flexible for future enhancements
OUTCOMES
Improvement in Quality of the
platform, performance, all-inclusive
platform. Increased market – value
of ESC Consulting.
BUSINESS NEED
ESC Consulting needs to take up this
project to improve its position in the
market, gain profits and additional
projects. ESC Consulting aims to be a
trustworthy company and expand to get
long-term projects in future
RECOMMENDED SOLUTION
We take up the project, arrange a good team
structure, project plan and timelines, take strategic
decisions by analyzing the project properly.
ALTERNATE SOLUTION
Take no action and continue with the on-going
projects and clients.
NAME
GENESYS
BUSINESS OBJECTIVE To enhance the existing
GENESYS platform to adjust to expanding
business
METRICS Decision Time,
Product Strategy and
Team Dynamics
4. 4
VALUE PROPOSITIONS
PERFORMANCE REUSABILITY SECURITY FUNCTIONALITY
Speed
Efficiency
Resource
Consumption
Human Factors
Aesthetics
Consistency
Documentation
Data Encryption
Digital Privacy
2 Factor
Authentication
Capability
Responsiveness
Testability
Adaptability
What do we aim to provide our clients
5. REQUIREMENTS AND FUNCTIONALITIES
THE OPPORTUNITY
Register new Financial Assistance Projects
Fill out the online form
Upload the supporting documents
Platform for GENESYS Officers to review, approve, reject and comment on submissions
Data Management and User Access Rights
Payment Function to the users globally
New Reporting System
High Security
Customized content based on country of the user
Capability to restore the data
7. THE FRAMEWORK
1. Assistance
Management System
Stage:
Online
Form
2. Move the DocumentStage:
Is status approved
by 3 officers?
Move to Payment
Page
Is status
rejected?
Comment on
Rejection
No
Yes
No
Yes
3. Access and ControlStep:
Provide access rights acc. to
User Groups
4. Develop Reporting SystemStep:
Include financial assistance
10. WORK BREAKDOWN STRUCTURE
THE OPPORTUNITY
Level 1 Level 2 Level 3 Level 4
1 GENESYS Web
Application
Enhancement
and Maintenance
1.1 Initiation 1.1.1 Evaluation & Recommendations
1.1.2 Select Project Manager
1.1.3 Form Project Team
1.1.4 Develop Project Memo
1.1.5 Submit Project Memo
1.1.6 Milestone 1: Project Proposal Approved
1.1.7 Develop Project Charter
1.1.8 Deliverable: Submit Project Charter
1.1.9 Project Sponsor Reviews Project Charter
1.1.10 Project Charter Signed/Approved
1.2 Planning 1.2.1 Create Preliminary Scope Statement
1.2.2 Schedule Project Team Meeting
1.2.3 Project Team Kickoff Meeting
1.2.4 Create WBS
1.2.5 Develop Project Plan
1.2.6 Submit Project Plan
1.2.7 Milestone 2: Project Plan Approval
11. WORK BREAKDOWN STRUCTURE
THE OPPORTUNITY
1.3 Execution 1.3.1 Concept 1.3.1.1 Evaluate current system
1.3.1.2 Define user requirements
1.3.1.3 Define content requirements
1.3.1.4 Define system requirements
1.3.1.5 Define specific functionality
1.3.1.6 Define risks and management approach
1.3.1.7 Verify & Validate User Requirements
1.3.2 Design and Development 1.3.2.1 Brief Development Team
1.3.2.2 Begin Design
1.3.2.2 Manage Accounts Access
1.3.2.3 Multiple Language Support
1.3.2.4 Document Verification Mechanism
1.3.2.5 Reporting System
1.3.2.6 Design Completed
1.3.3 Rollout and Support 1.3.3.1 Software Updates
1.3.3.2 Customized content
1.3.3.3 Capability to Restore Data
1.3.3.4 Maintenance of the website
1.3.3.5 User Training
1.3.3.6 Determine Support Process
Level 1 Level 2 Level 3 Level 4
12. WORK BREAKDOWN STRUCTURE
THE OPPORTUNITY
1.4 Control 1.4.1 Project Management
1.4.2 Project Status Meetings
1.4.3 Risk Management
1.4.4 Update Project Management Plan
1.5 Closeout 1.5.1 Document Lessons Learned
1.5.2 Update Files/Records
1.5.3 Archive Files/Documents
1.5.4 Prepare Final Report
Level 1 Level 2 Level 3 Level 4
13. WHERE PROBLEM MEETS TECHNOLOGY 13
MILESTONES PHASE 1
To upload the documents such as PDF, Word,
Excel, PPT or Other Files
DOCUMENT VERIFICATION
MECHANISM
AUGUST 2017
Differentiated access and control for users to
various content using username and passwords.
ACCESS AND CONTROL SYSTEM
OCTOBER 2017
Reports such as Financial Assistance
grouped by country , number of projects
grouped by areas etc.
NEW REPORTING SYSTEM
DECEMBER 2017
14. WHERE PROBLEM MEETS TECHNOLOGY 14
MILESTONES PHASE 2
To protect the data and the access to the system
provide a high security of the site in line with
stringent GFC security requirements
HIGH SECURITY
MARCH 2018
Customized content based on country and language
of the user. Having 8 different language features
MULTIPLE LANGUAGE CUSTOMIZATION
APRIL 2018
Capability to restore data if files are mistakenly deleted,
with the capacity for more than 500,000 saved projects
annually and 2,000,000 users per year
RESTORE DATA
JUNE 2018
15. 15
MILESTONES PHASE 3
THE OPPORTUNITY
SOFTWARE UPDATES
Version control full
functionality for new
GENESYS Software Updates
which allows the users to
switch between the older
and new versions
MAINTENANCE AND SUPPORT
Maintenance of the Reporting
System and Training to the GSC
Staff to understand the new
system to have the maximum
benefits out of it
ONLINE CALCULATOR
Online Calculators to help
users calculate amortization
TROUBLESHOOT
To help GSC IT Team and users
to get used to the new system
and functionalities after the
implementation of Phase 1 and
Phase 2
16. 16
LIMITS IN SCOPE/OUT SCOPE
OUT SCOPE
Data Warehouse Implementation and
maintenance
Data Display Maps for providing the reporting to
the external users, and other visualizations that
pull data from the database
IN SCOPE
Financial Assistance Management System
Security Updates
Differentiated Access and Control
Document Verification Mechanism
Multiple Languages Support
New Reporting System
17. 17
RISK AND BENEFITS
THE OPPORTUNITY
Risk Potential Impact Remedy/Mitigation/Approach
Data Security Hostiles may use it to create chaos Allow only restricted member to access the
data in secure an environment
Over Budget Project suspended Find substitutes to reduce project costs
Mismanagement Low project execution efficiency Set another management system in case of
management personnel change
For data security, we need to make sure data are accessed under a secured environment. Before we start the project, we
should make a list of substitutes of the things we need to pay for. Less expensive substitutes would allow us extra money for
over budget. At last, all team members should be trained with the knowledge of the functions of other roles. Every member
should realize the multi-role conception so that the management can keep stable even after change.
19. KEY PROJECT ROLES
THE OPPORTUNITY
Role Resource Name Organization Responsibilities
Project Sponsor Ned Kelley Global Finance
Corporation
Defines project objectives and approves requirements, schedule, resources,
funds
Steering Committee Alex Morgan ESC Consulting Oversees the progress and resolves high-level risks, issues and change
requests of the project
Project Manager Aaron Beafe ESC Consulting Delivers project on time and within budget
Manages project staff, suppliers, customers
Manages activities, plans, executions and closure
Project Leaders ESC Consulting Executes project plan, reports on progress, escalates risk and issues to project
manager
The key project roles are mainly divided between 4 levels: The sponsor, Steering team, Project manager &
Project leader. They may or may not be from same organization, may be the sponsor is from other
organization and project manager & leader are from same organization.
20. WORK HOUR DISTRIBUTION
THE OPPORTUNITY
Cost Associated
(Per Hour)
Requirement Total Efforts in Hours
per Month
Director $400 1 Hour Meeting every 2 weeks 2 Hours
Architect, Senior PM $250 1 Hour Meeting Every week 4 Hours
Tech Lead & Delivery Manager $40 Full Time 172 Hours
Senior Developer, Web Architect $40 Full Time 172 Hours
Developer, SE, Graphic Designers,
and UI Experts
$30 Full Time 172 Hours
Extra Resources like Associates,
Interns (If needed)
$15-$25 Full Time 172 Hours
21. COST INVOLVED
THE OPPORTUNITY
Cost Associated
(Per Hour)
Number of Resources Total Budget Estimated
Director $400 1 $9,600
Architect, Senior PM $250 1+1 $12,000+$12,000=$24,000
Tech Lead & Delivery Manager $40 1+1 $82,560+$82,560=$165,120
Senior Developer, Web Architect $30 2+1 $123,840+$61,920=$185,760
Developer, SE, Graphic Designers, and
UI Experts
$30 1+1+1+1 $61,920+$,+$61,920 +$61,920 =
$247,680
Extra Resources like Associates,
Interns (If needed)
$15-$25
(Average $20)
1+1 $41,280+$41,280 = $82,560
Total - $632,160 (+$82,560) = $714720
*Not including any one above OF6 to save the overhead cost for the project
22. KEY CRITICAL SUCCESS FACTORS
THE OPPORTUNITY
Each project’s success is judged on the basis of the key critical success factors. Once the project considers all
those factors and make sure to meet the expectations, it can be considered as a successful project. Following
are the key critical success factors.
Planning : Clear definition of the project chart, goals, efficient WBS, setting norms of
quality and budget
Processes : Work Methodology, Efficient Management System
People : Teamwork, Commitment, Competencies
Security : Keeping data secure, Permissions
Risk and Vulnerability Assessments
23. 23
IMPLEMENTATION AT GENESYS
DIFFERENTIATED ACCESS AND
CONTROL
ONLINE FORMS
DOCUMENT VERIFICATION
MECHANISM
DATABASE MANAGEMENT
NEW REPORTING SYSTEM
ONLINE CALCULATOR
SUPPORT MULTIPLE LANGUAGES
CUSTOMIZED CONTENT
01 02
03 04
0605
07 08
24. 24
WHY ESC CONSULTING?
To give the best to whatever we do & our aim
for all our clients we tend to deal with we see
the future of our today’s deal as a bright one
and we look forward to maintain similar
relationship in the long term.
SHORT TERM AND LONG TERM GOALS
The best thing that could happen is when passion
and work are the same. Our passion for our work
allows us to bring in quality and that to in
effective cost.
STRONG PASSION
The goal is not to be only successful but to be
knowledgeable as well. Years of working with
our major clients like world bank and inter
American development bank (IDB) have
helped us to gain that.
KNOWLEDGE
Work harder than you think you did
yesterday.
Work hard in silence, let your success be
your noise – Frank Ocean
HARD WORK
25. EXECUTIVE SUMMARY
THE OPPORTUNITY
Project Name GENESYS Web Application Enhancement and Maintenance
Project Budget $800,000 (Phase 1 - $450,00 + Phase 2 - $350,000) + $150,000 (Phase 3 – Maintenance)
Project Deadline June 3, 2017 to June 15, 2017
Project Sponsor Global Finance Corporation (GFC)
Project Manager ESC Consulting
Date Prepared April 9, 2017
Location Washington DC
26. INTRODUCTION TO MARKET BY PILOT APPROACH
THE OPPORTUNITY
• Introduce the release in International Markets by Pilot approach
• Introduce in a country and check effects
• If successful, test the same by releasing in other countries
27. 27
WHAT’S IN THE FUTURE?
10%
20%
30%
40%
Increase in revenue for GENESYS due to:
Enhancement in the database by introducing a Data
warehouse, proper maintenance of the website and
introduction of seamless UI
