final proposal group 5

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Bradford’s Retail Technological Improvement: EPos Integrated Solu>on

Transcript of final proposal group 5

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Bradford’s  Retail Technological  Improvement:   EPos  Integrated  Solu>on

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Content

•  Execu've  Summary  •  Our  understanding  of  requirements  •  Our  approach  •  Summary  of  outputs-­‐solu'ons  •  Risks,  Cost  &  ROI  •  Timeline  •  Commercial  arrangements  &  assump'ons  •  Why  ITside?  •  Our  team  •  Success  stories  

 

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Our  understanding  of  your  requirements  The following section provides a summary of our understanding of your objectives, requirements and

scope.

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   Our  understanding  of  your  requirement  is  based  upon  the  request  for  a  proposal  document  and  from  the  wealth  experience  we  have  gained  from  delivering  the  informa>on  technology  management  services  to  other  retail  clients.    

The  client  is  a  small  family-­‐owned  retailing  chain  opera>ng  20  stores  in  the  York.  The  largely  female  workforce  is  mostly  long-­‐standing  employees  without  any  informa>on  technology  experience.  Payroll  and  cash  collec>ons  are  all  outsourced.  Each  store  has  electronic  >lls  with  only  scanning  and  reading  barcodes  features.  The  supply  chain  managed  by  two  staff  who  are  responsible  for  daily  delivery.  Some  products  are  delivered  by  local  suppliers  and  others  via  a  central  warehouse. The  client  has  a  strong  and  loyal  customer  base  but  its  offer  appears  to  be  a  liLle  outdated  and  not  keeping  up  with  the  latest  services  such  as  on-­‐line  shopping,  customer  loyalty,  and  in-­‐store  promo>ons.  The  director  wants  to  introduce  a  new  technology  but  really  concerns  about  the  payback  period,  as  well  as  the  organiza>on  won’t  cope  with  significant  changes  to  working  processes.

We  understand  that  your  expecta>on  for  the  organiza>on  is  to  adopt  new  technology  to  increase  work  effec>veness,  as  well  as  enhancing  compe>>veness  and  profitability.  At  the  same  >me,  you  want  to  offer  workers  a  stabilized  employment  rela>onship.  In  order  to  meet  your  plans  you  would  like  to: •  Develop  a  comprehensive  understanding  of  the  current  business  status •  Develop  an  appropriate  and  efficient  IS  scheme  to  support  the  business  opera>ng  including  sales,  supply  chain  and  

stock  management. •  Develop  a  strategic  online  shopping  system  to  consolidate  market  compe>>veness. •  Develop  a  long-­‐term  plan  to  maintain  the  customer  rela>onships.

We  will  spend  one  week  to  work  with  you  to  get  further  understanding  of  your  organiza>on  current  opera>ng  status.  We  will  interview  stakeholders,  collect  and  analyze  exis>ng  IT  system.  We  have  done  several  interviews  with  similar  local  retail  stores  and  obtained  related  informa>on  that  could  help  us  provide  more  appropriate  and  effec>ve  service  to  you. We  will  launch  a  comprehensive  IT  strategy  plan  with  different  levels  of  stakeholders,  such  as  director,  supply  chain  managers  and  normal  employees.  We  will  define  a  roadmap  to  demonstrate  how  the  an>cipated  vision  would  be  achieved.

Our  understanding  of  your  requirements  

CONTEXT  

YOUR  OBJECTIVE

S  

OUR  SUPPORT  

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5  SWOT Analysis

Strength Weakness

Opportunities Threats

inte

rnal

Ex

tern

al

•  Strong and loyal customer base •  Good reputation

•  Loyal employees

•  Local major suppliers

•  Low level technology •  No professional IT staff

•  No customer database

•  Outdated supply chain

management

•  Offer is dated

•  Adopting new technology to increase efficiency

•  Building on-line shopping

•  Offering in-store promotion to

attract customer

•  Strong competitiveness in retail market

•  On – line shopping quickly

development

•  Substitution

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SOLUTIONS  Technology, people and processes

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Retail  System Easy,  Useful,  Fast

To  create  an  IT-­‐management  solu'on  for  Bradford’s  store  chain  ITside  Consultancy  focused  mainly  on  the  following  factors:  •  Feature-­‐set  fit:  how  well  func'onality  matches  par'cular  needs  of  Bradford’s  business:  IT  advancement,  customer  loyalty  focus,  in-­‐store  promo'ons,  online  shopping,  and  supply  chain  system  improvement  to  cut  costs  and  increase  revenue.  

•  Flexibility  and  scalability:  how  adaptable  to  change  and  scalable  is  the  solu'on  •  Easiness:  how  intui've  and  easy-­‐to-­‐use  and  easy-­‐to-­‐adapt  •  Less  costs  and  more  benefits:  what  are  tangible  and  intangible,  short-­‐term  and  long-­‐term  benefits  of  the  implementa'on  

•  Reliability:  proven  solu'on  with  good  track  record  •  Reflec'ng  organisa'onal  reality  

 The  system  should  be  comprised  of  elements  that  address  customer  rela'onship,  supply  chain  management,  online  shopping  and  capabili'es  of  point  of  sale.  It  is  crucial  that  system  is  secure  and  reliable,  proven,  easy  in  learning  and  use.  Flexibility  is  important  to  be  able  to  tailor  the  system  to  meet  ever-­‐changing  market  requirements  and  respond  to  customer  feedback.  Furthermore,  as  Bradford’s  company  does  not  have  an  IT  Department  it  is  necessary  to  safeguard  the  solu'on  with  a  strong  long-­‐las'ng  IT  support.    

Overview:

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Retail  System Easy,  Useful,  Fast

The  main  components  of  the  solu'on  we  provide  for  Bradford’s  company  are:  1.  SoXware:  electronic  point  of  sale  (EPoS),  customer  loyalty  system  (CLS),  inventory  control  and  management  

(ICM),  e-­‐commerce  solu'on  (fully  integrated  online  shopping  website)      2.  Hardware  &  Network:  for  each  'll  hardware  includes  processor,  touch  screen,  receipt  printer,  cash  drawer,  

barcode  scanner  (currently  exploited  scanners  can  be  used  to  cut  expenses).  In  each  store  we  need  a  server  that  will  connect  internal  store  network  (Ethernet)  through  Cloud  service  with  other  stores  and  the  warehouse  

3.  Implementa'on  processes  &  support  (delivery,  installa'on,  training,  IT  support):  delivery  and  installa'on  of  the  hardware  and  soXware  in  all  stores;  training  sessions  can  be  adjusted  to  suit  less  IT  experienced  members  of  the  company  to  feel  comfortable  with  the  new  soXware  and  systems  

4.  Change  management  strategy:  to  create  a  change  management  strategy  it  is  important  to  understand  how  working  processes  should  adjust  to  new  organiza'on  reali'es,  how  to  cope  with  this  change  and  poten'al  resistance,  how  to  measure  success  and  cascade  further  strategy  

Components:

Training  process

01   02   03   04  

Briefing   InstrucDons   QuesDons   Support  

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Warehouse  

Epos  E-­‐shop  

Retail  System  

System  overview

Suppliers  

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Retail  System Easy,  Useful,  Fast

Expected  benefits  from  the  good-­‐running  IT  retail  system  in  Bradford’s:  •  Increasing  profit  margins  (see  ROI  sec'on  of  the  Proposal)  •  Streamline  business  processes  •  Cucng  inventory  and  supply  chain  costs  •  Increasing  customer  loyalty:  leveraging  exis'ng  base,  adrac'ng  and  retaining  new  customers  •  Time-­‐savings  •  Assuring  accurate  buying  •  Guaranteeing  security  •  Reducing  paperwork  •  Good  customer  service  •  Improving  decision-­‐making  •  Being  on  the  forefront  of  retail  industry  trends:  strengthening  and  shaping  company  reputa'on  

Benefits:

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The  basic  aspects

Intergra>on  &  Cloud

Customer  Loyalty  System  

E-­‐commerce  

Electronic  Point  of  Sale  

Inventory  Control  And  Management  

         All  the  data  is  consolidated  through  the  day  in  Cloud  every  hour  or  more  frequently  if  required  so  that  centrally  Bradford’s  management  team  can  see  what  is  happening  in  every  store.  All  stock  entry  and  pricing  can  be  entered  and  controlled  once  from  Cloud  and  passed  down  to  the  'lls  at  each  store,  saving  many  man  hours  of  repe''ve  data  entry.  Stock  can  be  managed  centrally  as  well  as  ordering  for  stock  replenishment  at  store  level.    Inter-­‐branch  stock  transfers  is  also  standard  allowing  stock  requests  and  movement  between  the  various  stores.            Cloud  technology  is  cost-­‐effec've  and  useful  for  remote  management  and  central  monitoring  and  control.  This  will  facilitate  beder  decision-­‐making,  reduce  human  error,  automates  and  speed  up  business  processes.  It  will  also  provide  a  beder  understanding  of  Bradford’s  performance  and  create  a  base  for  analysis  and  management  strategy  forma'on.  

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Now  we  will  describe  in  more  detail  each  of  our  soluDon  that  we  aim  to  introduce  to  Bradford’s  (SoQware,  Hardware,  ImplementaDon  Processes,  Change  management  strategy)  

Descrip>on  of  the  implementa>on

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Descrip'on  of  the  implementa'on  Easy,  Useful,  Fast

Point  of  sale  –  is  the  place  where  customers  make  purchases.  It  is  crucial  to  equip  each  store  with  POS  systems  that  will  increase  efficiency,  speed  and  customer  sa'sfac'on.  Electronic  (computerized)  systems  decrease  human  error.  When  choosing  a  solu'on  for  POS  we  took  into  account  following  factors:  •  Easy  to  implement  and  use  •  Flexible  mul'-­‐func'onal  solu'on  to  address  diversified  needs  of  Bradford’s  business  and  changing  environment  •  Ability  to  integrate  with  other  systems  •  Jus'fied  costs:  cloud-­‐based  solu'on  will  reduce  costs  on  infrastructure  •  Support  is  provided  Each  store  has  full  POS  func'onality.  Our  EPoS  solu'on  should  provide  user-­‐friendly  interfaces  and  have  access  levels  (password  controlled)  to  assure  that  every  employee  sees  only  relevant  part  of  the  system.  Security  levels  ensure  only  certain  facili'es  and  menus  are  available  to  the  appropriate  staff.  Benefits  •  Expected  benefits  from  EPoS  implementa'on  at  Bradford’s  are:  •  Reducing  theX  and  human  error  •  Time-­‐savings:  accelerate  checkout  process  •  Higher  speed,  more  payment  op'ons,  supported  customer  loyalty  system  leads  to  beder  customer  service  •  Increasing  efficiency    •  Pricing  strategy  automa'on  •  Controlling  profit  margins  (by  capability  of  iden'fying  excessive  discounts)  

1)SoZware: Electronic  Point  of  Sale  (EPoS)

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Descrip'on  of  the  implementa'on  Easy,  Useful,  Fast

General  Features  •  Different  payment  methods  supported:  cash,  check,  credit,  debit  cards  •  Mul'-­‐tender  transac'on  support:  special  orders,  giX  registries  and  sales  •  Recall  transac'ons,  perform  returns  •  Touch  screen  interface  •  Display  product’s  name,  adribute,  price,  quan'ty,  loca'on  in  store,  quan'ty  in  warehouse,  picture,  discounts,  date  of  the  next  delivery  •  Integrated  credit  and  debit  card  processing  •  Sell  when  network  is  down  with  offline  POS  mode  •  Create  management  reports  •  Create  purchase  reports  •  View  daily  sales  graph  •  Discount  management:  automo've  discount  sugges'ons  •  Perform  mix-­‐and-­‐match  pricing  mechanism  •  Integra'on  with  Inventory  system  –  live  synchroniza'on  •  Integra'on  with  CLS  –  live  synchroniza'on:  basic  CLS  interface  •  Print  receipts  •  Prac'ce  Mode  •  Access  levels  •  Pricing,  Discount-­‐tracking  and  In-­‐store  promo;ons  •  Put  items  on  sale/promo'on  •  Set  up  happy  hours  and  sales  schedules  •  Set  item  price,  set  mul'ple  price  levels  •  Put  products  on  promo'on  manually  •  Automated  discount  control  recommenda'ons  •  For  training  purposes,  EPoS  includes  a  prac'ce  mode,  which  is  useful  for  employees  to  safely  explore  EPoS  func'onality.      

1)SoZware: Electronic  Point  of  Sale  (EPoS)

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Descrip'on  of  the  implementa'on  Easy,  Useful,  Fast

In  each  store  of  Bradford’s  retail  chain  there  are  7  000  units  of  inventory  and  it  is  important  to  provide  solu'on  to  effec'vely  manage  this  asset  which  is  the  largest  physical  asset  in  Bradford’s.  If  not  managed  properly,  the  following  consequences  may  occur:  •  Excessive  offer  of  some  items,  which  could  lead  to  decrease  in  revenue  and  margins  •  Out-­‐of-­‐stocks  of  some  items,  leading  to  lost  sales  and  decrease  in  customer  sa'sfac'on  •  Poor  awareness  about  on-­‐hand  quan'ty,  leading  to  customer  dissa'sfac'on  

The  system  should  be  integrated  into  EPoS  system  and  all  data  about  inventory  should  be  synchronized  between  stores  and  the  warehouse.  This  will  increase  accuracy  of  decision-­‐making  over  inventory-­‐related  issues.  The  system  is  also  reduces  human  error  and  puts  management  into  control  as  it  logs  all  the  ac'vi'es  and  saves  history  of  each  item.      The  system  makes  recommenda'ons  about  op'mal  supply  date,  supplier,  transfer  op'ons  between  stores  which  allows  to  effec'vely  balance  stock.  The  system  could  be  operated  from  Cloud,  managed  by  top-­‐management  as  well  as  from  the  warehouse  and  is  integrated  in  EPoS  func'onality  consolida'ng  necessary  data  to  EPoS  interfaces.  The  system  is  also  linked  through  Cloud  with  online  shop  which  ensures  synchronized  data  about  items’  availability  and  hence  enables  beder  customer  service.  

1)SoZware: INVENTORY  CONTROL  AND  MANAGEMENT  SYSTEM  (ICM)  

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Create  an  easy  to  use  website  for  online  shopping

           We  provide  a  web  store  with  all  the  latest  func>onality  to  ensure  shopper  engagement.    The  solu>on  comes  complete  with  a  full  two  way  link  between  the  web  site  and  the  retail  stores.    This  ensure  that  stock  availability  is  always  correct  and  that  data  only  needs  to  be  entered  once.    As  you  receive  a  web  order,  it  is  sent  directly  to  the  store  loca>on  of  your  choice  for  fulfillment.    Web  stock  availability  can  reflect  stock  in  one  loca>on  or  all  loca>ons,  the  choice  is  yours.    Our  site  will  be  designed  with  your  business  in  mind  and  reflect  the  type  of  shopper  you  are  trying  to  aLract.    Our  solu>on  is  divided  into  3  different  op>ons: •  On-­‐line  shopping:  the  holders  of  Bradford’s  Club  Card  will  be  able  to  shop  online  

and  benefit  from  the  online  offers •  Click  &  Collect:  the  members-­‐customers  will  have  the  opportunity  to  place  an  

order  and  collect  it  from  the  nearest  of  the  20  Bradford’s  shops     •  Social  Media  Campaigns:  Will  raise    awareness  and  will  be  a  good  way  to  link  

Bradford’s  tradi>on  with  new  genera>ons  and  aLract  new    customers  

Descrip'on  of  the  implementa'on  1)SoZware: E-­‐COMMERCE

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Webpage  Mockup

Search  through  the  database  for  products  and  offers

Easy  Naviga>on Orders  will  be  delivered  to  customers  with  a  small  extra  charge  or  Click  &  Collect

Home  Delivery The  customer  will  have  the  chance  to  see  what  he/she  will  he  buys

Pictured  Catalogue  

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Mobile  Version  

In  Bradford’s  we  have  maintained  a  top  quality  service  for  our  customers  for  over  70  years  

In  Bradford’s,  regular  online  and  Click  &  Collect  orders  can  be  placed  from  customers  smartphones  

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             Our  CRM  system  gathers  informa>on  of  customers  for  all  your  stores,  enabling  you  to  analyse  informa>on  about  their  preferences  and  improve  your  services  with  real  insights  from  the  market.  Furthermore  it  gives  you  the  op>on  to  record  customer  details  including  contact  informa>on  and  their  preferences  in  different  accounts-­‐profiles  that  will  help  you  manage  your  customer  rela>ons.  Informa>on  such  as  addresses,  tax  regions,  credit  card  informa>on,  latest  transac>ons  with  your  company,  eligibility  for  discounts,  problem  history  and  account  balance  can  be  maintained.

               By  combining  informa>on  about  product  sales  and  customer  profiles: •  Improve  your  customer  service  and  gather  informa>on  about  

the  chain-­‐wide  buying  habits •   Create  the  best  possible  sales  and  increase  your  income  from  

them •  Follow  the  chain-­‐wide  buying  habits  and  make  offers  that  will  

aLract  and  retain  new  customers  to  Bradford’s. •  It  gives  the  op>on  to  spot  specific  target  groups  and  create  

tailored  solu>ons  for  the  them •  Simplifies  the  marke>ng  process •  Can  help  Bradford’s  create  linked  items  sales  and  services •  Allows  you  to  give  your  customers  personal  aLen>on.  By  

providing  tailored  solu>ons  you  build  upon  customers  loyalty. •  Gathers  needed  data  that  can  help  improve  in-­‐store  

promo>ons •  Monitor  customers  buying  history  and  changes  in  his  /hers  

behaviour

             Our  system  can  is  integrated  with  Epos  and  the  online  shop.  From  the  Epos  'lls  and  through    the  website  customer  informa'on  can  be  checked  and  updated  as  all  the  informa'on  are  stored  secure  in  the  cloud  server    

“All  aspects  of  customer  history  and  data  can  be  used  as  filters  to  create  selec've  call-­‐up  lists  or  mailing  labels  for  marke'ng  purposes.  “  

 

Descrip'on  of  the  implementa'on  1)SoZware:

CUSTOMER  LOYALTY  SYSTEM

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Leverage  your  loyal  customer  base

Customer  Loyalty  Program

Loyalty  and  giX  cards  

Special  discounts  

Point-­‐based  loyalty  scheme  

Purchase  sugges'ons  

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Leverage  your  loyal  customer  base

Customer  Loyalty  Program

Our  solu'ons:  •  Loyalty  cards:  having  loyalty  cards  and  giving  points  to  the  returning  customers  is  a  

good  way  to  establish  a  strong  rela'onship  of  trust.  It  is  also  a  very  good  way  to  engage  your  customers  and  provide  them  incep'ves  through  offers  

•  In  Store  promo'ons:  having  in-­‐store  promo'ons  especially  addressed  for  Bradford’s  Club  Card  holders  will  boost  both  sales  and  customers  loyalty  

•   Mailing  lists:  special  mailing  lists  with  exclusive  offers  for  the  members  

BRADFORD’S  

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Descrip'on  of  the  implementa'on  Easy,  Useful,  Fast

Benefits  •  Expected  benefits  of  ICM  implementa'on  at  Bradford’s  are:  •  Increase  profit  margins  through  decreasing  inventory  costs  •  Accuracy  of  decision-­‐making  •  Reduce  human  error  •  Beder  central  control  •  Op'miza'on  and  automa'on  of  supply  management  •  Time-­‐savings  •  Beder  customer  service  Features  •  Automated  replenishment  orders  for  warehouse  and  all  stores  by  restock  levels  and  quan'ty  sold  •  Set  restocking  levels  for  selected  items  •  Centralized  supplier  table  for  all  stores  •  Inventory  transfer  between  stores  and  automated  recommenda'ons  to  balance  stock  •  Track  and  manage  all  items:  add,  edit,  search  etc.  •  Designate  loca'on  as  warehouse  where  stock  can  be  received,  hold  and  redistributed  •  Integra'on  with  EPoS  with  synchroniza'on:  in-­‐store  checks  of  available  quan'ty  

1)SoZware: INVENTORY  CONTROL  AND  MANAGEMENT  SYSTEM  (ICM)  

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Descrip'on  of  the  implementa'on  Easy,  Useful,  Fast

The  next  component  of  4-­‐fold  solu'on  suggested  by  ITside  Consul'ng  for  Bradford’s  retail  chain  is  hardware.  The  hardware  is  the  plaoorm  for  the  whole  retail  system  and  consists  of  these  main  components:    •  POS  Sta'ons  on  each  chechout  point  (EPoS  SoXware  is  

installed  on  these  sta'ons).  One  store  has  mul'ple  lanes.  A  local  area  network  connects  each  POS  sta'on  across  chechout  lanes  

•  In-­‐store  server:  connects  the  store  through  Cloud  with  other  stores  and  the  warehouse  

•  Management  sta'on  (in  Cloud  or  in  one  of  the  stores):  centrally  monitors  and  manages  opera'ons    

2)Hardware:

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Descrip'on  of  the  implementa'on  Easy,  Useful,  Fast

ITside  Consul'ng  takes  step  by  step  approach  to  ensure  that  the  solu'on  we  provide  meets  Bradford’s  requirements.    ANALYSIS  &  DESIGN  To  begin  is  it’s  important  that  we  take  the  'me  to  understand  your  exis'ng  processes  and  how  these  fit  into  your  business  more  broadly.  Primarily  it’s  important  to  ensure  that  our  solu'on  will  fit  into  your  company.    We  will  endeavor  to  suggest  new  processes  that  will  allow  retail  system  to  beder  align  with  your  strategic  objec'ves  beyond  the  scope  of  exis'ng  processes.      INSTALLATION  Our  solu'ons  is  tailored  to  pre-­‐determined  specifica'ons  and  rigorously  tested  in  advance  of  delivery  to  your  site.  In  each  store  installa'on,  process  will  take  from  3  to  6  hours.  We  will  ensure  that  every  effort  is  made  to  minimize  disrup'ons  to  your  daily  working  processes.    TRAINING  AND  SUPPORT  Once  the  system  is  operable,  we  will  begin  training  workshops  with  all  members  of  the  staff  that  will  operate  with  the  system  in  their  daily  work.  Training  process  has  been  designed  to  be  quick  and  simple.  Training  is  tailored  to  be  accessible  for  your  long-­‐standing  employees.  As  well  as  this,  we  provide  on-­‐going  technical  and  training  support.  

3)Implementa>on  processes:

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Descrip'on  of  the  implementa'on  Easy,  Useful,  Fast

ADOPTION  ITside  Consultancy  fully  appreciates  Bradford’s  company’s  concerns  regarding  the  implementa'on  of  new  technology  in  a  long-­‐standing  tradi'onal  business.  However,  this  is  something  that  we  are  used  to.    Two  examples  are  Benneds  of  Derby  (established  in  1734)  and  Barnids  of  York  (established  in  1896)  who  were  moving  from  cash  registers  to  EPOS  with  well  over  160,000  stock  lines  each.  Most  of  our  customers  do  not  have  an  IT  department.    We  are  also  used  to  helping  long-­‐standing  employees  embrace  new  technology  and  in  our  experience,  once  they  have  seen  how  easy  it  is  to  operate  the  barriers  start  to  fall  down  and  turn  into  enthusiasm.    We  will  offer  full  training  to  help  with  this  transi'on  and  this  can  be  tailored  to  suit  par'cular  job  roles  to  keep  it  simple  where  it  needs  to  be.    REORGANIZATION  Implementa'on  of  IT  advancement  project  implies  some  structural  reorganiza'on.  ITside  Consultancy  understands  Bradford’s  culture  of  giving  its  employees  a  good  place  to  work  and  aims  to  save  all  posi'ons  as  they  are  now.  However,  some  amendments  is  job  descrip'ons  are  inevitable.  1.  To  create  a  plan  for  reorganiza'on  processes  ITside  Consul'ng  will  take  following  approach:  2.  Current  state  organiza'onal  structure  and  job  descrip'ons  3.  Desired  future  state  (with  implemented  solu'ons  that  we  described  above)  organiza'onal  structure  and  job  descrip'ons  4.  Gap  analysis  between  1  and  2  

Iden'fying  changes  in  structure  and  job  descrip'ons  To  iden'fy  current  state  ITside  Consul'ng  will  conduct  interviews,  surveys  and  observa'ons.  To  tailor  desired  future  state  to  organiza'onal  needs,  ITside  Consul'ng  will  conduct  Stakeholder  analysis  on  the  implementa'on  stage  (see  Project  Timeline).      

4)Change  Management  Strategy:

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Cost,ROI,Risks Cost analysis,ROI,Payback and Risk Management

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Cost  Analysis

82087$   50000$  

30%  

132087$  

Investements For  the  implementa'on  ,  the  hardware  and  soXware.

Consul>ng  Engagement  cost The  cost  for  our  consul'ng  services

Total  Cost   The  total  cost  for  this  project

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Cost  Analysis

Epos  System  cost

Something  about  project  that  you  should  know

Full Epos system for headquarter costs a bit more than regular Epos installed in other stores. Moreover, each store will install three tills with full Epos system. Hence, there are 60 tills with Epos system will be needed. Then, we estimate implementation service fee which covers configuration fee, delivery fee, installation fee and training fee. The training will be completed in two days. In addition, the costs of website implementation and Customer Relationship Management System are included as well. Our consulting engagement cost is 50,000 pounds and this will be stated in detail in commercials part. As we can see from the bar chart, the most large cost part is Epos System since the Epos system is more fully functional.

We  found  it  will  save  around£87,857  and  it  grows  at  5.2%  according  to  similar  size  of  retailing  store  chain  sta's'cs.

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ROI  &  Payback  period

-­‐33.25%  

-­‐33.25 ROI  1  Year  

1.5  

1.5  years Payback  Period  

33.25%  

33.25 ROI  2  Year  

               We  found  it  will  save  around£87,857  and  it  grows  at  5.2%  according  to  similar  size  of  retailing  store  chain  sta>s>cs.  According  to  this  amount  of  saving,  we  calculate  the  Payback  period  and  ROI.  The  Payback  period  is  predicted  around  1.5  years  and  ROI  for  the  first  year  is  -­‐33.25%.  However,  we  get  ROI  with  33.25%.  From  this  point,  this  project  is  worth  to  invest.

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30  Risk  Management NO# RISKS# POTENTIAL)IMPACT# MITIGATING)ACTIONS)

#1# Delay&in&signing&

the&deliverables&from&the&stakeholders&!

• Delays&in&the&project&as&a&whole&&

• Cost&increase&&&&&!

• Following!ITside’s!policy!about!the!!sign7off!of!the!deliverables!• Publishing!of!the!deliverables!schedule!up!front!

2# Stakeholders!unavailability!

• The!projects!importance!declines!

• Cost!may!increase!

• Schedule!meetings!with!the!stakeholders!• Create!specific!channel!of!communications!

3# Needed!documentation!and!client!resources!not!available!

• Failure!to!meet!projects!objectives!

• Deliverables!not!met!according!to!the!timeline!

• Identify!key!personnel!and!arrange!meetings!with!them!upfront!• Ask!for!most!of!the!documentation!up7front!

4# Business!requirements!are!unclear!or!changing!

• Misalignment!with!the!clients!needs!

• Major!changes!in!the!estimated!budget!!

• Good!understanding!of!clients!needs!• Clear!analysis!of!the!benefits!and!the!major!changes!introduced!

5# Significant!changes!in!the!organisation!

• Major!impact!on!the!projects!outcome!

• Constant!communication!with!the!client!

6# Employees!resistance!for!the!new!technology!

• Not!effective!use!of!the!system!

• Loss!of!income!for!client’s!company!

!

• Extensive!training!sessions!• Easy!and!ready!to!use!systems!• Previous!experience!in!training!technological!“immigrants”!

7# System!failure! • Problem!of!the!functioning!of!the!company!

• Loss!of!income!

• We!provide!phone!technical!support!!• Many!partnerships!with!hardware!repairing!companies!• The!hardware!and!software!comes!with!3!years!warranty!!

8# Capital!liquidity!

• The!customer!may!face!issues!with!the!payment!and!the!payment!period!

• We!offer!flexible!payment!options!and!payment!in!instalments!

!

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Timeline,assump>ons,arrangements Commercial arrangements,timeline,,assumptions and why ITside

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Using  GanL  chart

Timeline

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•  We  outline  below  the  rate  card  of  senior  manager,  senior  technical  consultant,  IT  consultant  and  partner  to  be  used  for  this  project.  VAT  and  expenses  are  not  included  in  these  rates.    In  order  to  deliver  the  project,  we  plan  to  use  £50,000  for  grades  of  resource.

Commercials

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This  response  has  been  made  with  the  following  assump'ons:  

Our  assump>ons

   

It   is   the   clients   responsibility   to   ensure   that   the   review   and   the   sign-­‐off   of   all   project   deliverables   is   within   the  'mescales.  Failure  to  meet  the  defined  project  'mescales  will  lead  to  delays  in  the  project.              

All  appropriate  documenta'on  and  client  resources  will  be  provided  un'l  the  end  of  the  project.  Relevant  requested  informa'on  or  interviews  with  the  employees  should  be  in  our  disposal  within  two  days  of  the  ini'al  request.        

It  is  assumed  that    Itside    has  the  approval  of  the  business  and  of  all  the  stakeholders  involved  and  that  the  project  is  backed  up.  

The  availability  of   the  exact   resources  named   in   the  CV’s     sec'on  will  vary  depending  on   the  star'ng  date  of   the  project.      

All   requested   changes   will   go   through   a   change   management   process   and   their   impact   to   the   project   will   be  evaluated.  In  that  case,  addi'onal  fees  may  apply  as  well  as  new  risks  and  a  prolonged  comple'on  period.    

It  is  assumed  that  Bradford’s  has  a  clear  understanding  of  the  Epos  solu'on  and  all  the  other  applica'ons  integrated  in   your   solu'on.   Itside   will   not   be   responsible   for   any   informa'on     other   than   the   applica'on   integra'on   ,the  training  and  the  service.    

The  fee  es'ma'on  does  not  include  third  party  support  costs.  

Itside  is  not  responsible  for  hardware  failures  even  though  we  provide  technical  support.  

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 We  have  developed  our  Informa>on  technology  consul>ng  service  for  over  5  years.  We  are  con>nue  to  provide  our  clients  with  the  most  appropriate  solu>on.

Who  are  we? Our  IT  team  is  over  100  strong  in  the  UK.  We  have  rich  consul>ng  knowledge  and  experience  and  we  can  provide  our  client  the  best  informa>on  technology  service.

 

Globally,  we  have  more  than:

•  500  Cer>fied  Informa>on  Systems  advisors

•  200  Cer>fied  Informa>on  System  Auditors

•  120  Cer>fied  Informa>on  Systems  Security  professionals

•  30  Qualified  lead  auditors

Why  Itside  ? •  Independent  and  experienced  technology  

specialists

Our  aim  is  to  give  you  the  professional  service  and  best  advice  for  your  business.  The  strong        rela>onship  with  many  world’s  top  technology  partners  give  us  experience  and  access  to  the  latest  technology  innova>on.

•  Comprehensive  capabili>es  consist  of  business,  finance,  opera>on  and  technology

We  well  understand  of  your  business  needs  across  opera>ng,  technology  and  cost  structure  to  provide  a  realis>c  and  beneficial  plan.

•   From  plan  to  implementa>on

We  have  structured  our  work  to  deliver  a  thorough  plan.  We  expect  to  be  your  partner  for  a  successful  implementa>on  in  next  phase.

Why  ITside  ConsulDng?    

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Our  Team  Presentation of our team members and their CV’s

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37  Salome  Parulava    Project  Manager  

•  Managing  and  leading  the  project  team  

•  Overall  responsibility  for  project  delivery  

•  Ensure  the  quality  of  the  project    

•  Delivery  the  strategy  documents  

•  Provide  Informa'on  System  subject  mader  exper'se

Ye  Meng    Rela'onship  and  Quality  Partner

•  Ensure  the  project  aligns  to  the  sider  strategy  

•  Provide  objec'vity  and  fresh  ideas.  

•  Keep  in  touch  with  clients  and  set  good  rela'onship  with  client  

•  Provide  advices  based  on  her  experience  and  project  analysis  

Panos  Markidis    Technical  Architects  

   

•  Provide  deep  technical  exper'se  and  advice  

•  Responsible  for  designing  solu'on  workflows  

•  Provide  expert  advice  on  business  and  technical  topics

Feiyang  Pan    Business  Process  Analyst  

•  Responsible  for  understanding  and  developing  the  client’s  informa'on  system  process  

•  Work  with  technical  SMEs  to  deal  with  day  to  day  project  ac'vi'es

Team  Structure

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Our  Team

Salome  Parulava

Senior  Manager      

Salome  Parulava  is  a  senior  manager  in  our  Informa'on  System  prac'ce  in  Coventry  and  has  4  years  of  IT  

project  and  programe  management  experience,  the  majority  of  which  has  been  spent  involved  in  Epos  system  management,  design,  

implementa'on  and  support.  She  has  led  a  number  of  Informa'on  System  management  projects.  

Ye  Meng

Partner      

Ye  Meng  is  a  partner  in  our  Informa'on  system  services.  She  has  

many  years  of  IS  consultancy  experience  helping  organiza'ons  plan,  design  and  implement  IS  

solu'ons  across  many  sectors.  She  ensures  that  both  our  delivered  work  and  rela'onship  ac'vi'es  

performed  across  the  organisa'on  are  coordinated  and  high  quality.  

Feiyang  Pan

IT  Consultant      

Feiyang  Pan  is  a  IT  consultant  in  our  team.  Feiyang  has  three  years  of  informa'on  technology  advisory  experience.  He  is  a  cer'fied  Informa'on  System  security  

professional.  Prior  to  joining  our  company  Feiyang  gained  extensive  

experience  in  IT  support  role.  

Panos  Markidis

Senior  Technical  Consultant      

Panos  Markidis  is  a  senior  technical  consultant  at  ITsite  Consul'ng’s  Informa'on  System  service  

department.  Panos  joined    ITsite  Consul'ng  in  2011.  He  has  three  years  of  experience  in  delivering  Informa'on  system  management  projects.  He  has  excellent  analy'cal  abili'es  proven  by  a  number  of  publica'ons  in  his  Master  areas.      

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Salome  Parulava Senior  Manager Email:                                [email protected] Loca>on:                    Coventry Educa>on Sep  2014  –  Sep  2015 Warwick  Business  School,  University  of  Warwick,  UK  MSc  Informa>on  Systems  Management  and  Innova>on    Modules  include:  Organiza>onal  Analysis,  Informa>on  Systems  Consultancy,  Digital  Business  and  Workplace  Technologies   Sep  2007  –  Jun  2012 St.  Petersburg  State  University  of  Economics  and  Finance,  Russia  Diploma  with  Honours  in  Mathema>cal  Economics  (4.76  out  of  5.00)   •  Modules  included:  Systems  Analysis,  Management  of  Organiza>onal  Change,  

IT  in  Business •  Awards:  Diploma  for  high  achievements  in  student  government  

development,  Money  award  for  contribu>on  in  scien>fic  research  from  RFBR,  Diplomas  for  par>cipa>on  in  student  research  conferences

•  2011:  Exchange  Student  for  4  months  in  Warsaw  University,  Faculty  of  Management  Poland

Work  Experience Sep  2013  –  Aug  2014 AIS  Group,  Junior  Product  Manager,  Russia •  Co-­‐ordinated  a  team  of  programmers  and  a  designer  to  develop  products  

within    ini>ally  approved  >mescale •  Developed  technical  requirements  documents  and  created  mockups  for  

web  service  products •  Facilitated  mee>ngs  with  the  Senior  Management  to  align  products’  

development  plan  with  the  strategic  objec>ves  of  the  company •  Collaborated  with  other  product  managers  to  improve  quality  of  user  

experience:  created  a  list  of  65  adjustments  to  the  products’  interfaces  and  func>onality,  43  of  which  were  subsequently  implemented

  Apr  –  Aug  2013  AIS  Group,  Junior  Business  Analyst,  Russia •  Supported  4  internal  projects  with  qualita>ve  analysis  to  improve  quality  of  

user  experience:  recommended  140  changes  and  adds-­‐in,  109  of  which  were  subsequently  implemented

•  Designed  and  supported  adap>on  of  the  new  communica>on  scheme  between  Product  Management,  IT  Development  and  Business  Development  Teams  to  decrease  communica>on  inefficiency

•  Took  responsibility  of  the  Product  Manager  who  had  a  health  problem  for  2  weeks  which  resulted  in  the  deadlines  being  met,  what  would  otherwise  lead  to  245  000  roubles  (~£4000)  loss  for  the  company

©  2014  ITsite  Consul'ng.  All  rights  reserved.    

CV  –  Informa>on  system  management

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Panos  Markidis Senior  Technical  Consultant Email:                                [email protected] Loca>on:                    Coventry Educa>on 2014-­‐2015 Warwick Business School , Coventry,U.K. MSc Information System Management and Innovation •  Modules included: Digital  Business  and  Workplace  Technologies,  Enterprise  

Informa>on  Systems,  Digital  Business  Strategy  and  Social  Media   2008-­‐2013 Athens University of Economics and Business, Athens,Greece BA, International and European Economic Studies – GPA: 7.18/10.0 (Very Good) •  Modules included: Microeconomics,Macroeconomics, Econometrics,

Managerial Accounting,Finance and Risk Management, Regional Economics and Development, International Business.

•  Diploma  Thesis:  Public  Debt  and  Deficit  in  E.U.–  Grade:  9.0/10.0  (excellent)

2002-­‐2008 Athens College (Hellenic American Educational Foundation),  Athens,Greece •  Apoly>rio  –  GPA  18.4  /  20  (Excellent)

Work  Experience May  2014  –  Sep  2014 Fast Finance ,  Intern,  Athens,  Greece •  Financial analysis of stocks.Consulted private investors

that did not have technical knowledge. •  Asset allocation, portfolio management and Investment

advisory plans. •  Macroeconomic analysis of Greek Market . Nov  2012  –  Aug  2013 Hellenic  Navy,  Chios,  Greece Head  of  the  Opera9on  Room  in  Chios  (military  service) •  Human resources management.Introduced training manual that

reduced the training time of new recruits to ¼.Trained 85 new recruits.

•  Classified tasks on radar surveillance of Chios island. Coordinated and leaded the land and naval surveillance of the Turkish flee.My team received merit of honour for exceptional service.

•  Internal communications expert and user of encryption systems(ESE,ASDS)

 

CV  –  Informa>on  system  management

©  2014  ITsite  Consul'ng.  All  rights  reserved.    

Page 41: final proposal group 5

Ye  Meng Partner Email:                                [email protected] Loca>on:                    Coventry Educa>on Sep  2014  –  Sep  2015 Warwick  Business  School,  University  of  Warwick,  UK  MSc  Informa>on  Systems  Management  and  Innova>on    Modules  include:  Organiza>onal  Analysis,  Informa>on  Systems  Consultancy,  Digital  Business  and  Workplace  Technologies   Sep  2012-­‐June  2014 E-­‐Finance  (BSc)  2:1  ,  University  of  Liverpool,  UK  Skills  Gained •  Understanding  full  insights  of  the  func>on  of  finance  within  an  organiza>on  

from  the  finance  and  business  related  modules  like,  ‘Financial  Management’  and  ‘Business  Finance

Sep  2010  –  Jun  2012 Informa>on  Management  and  Informa>on  System  (BSc)  2:1,  Xi'an  Jiaotong  -­‐Liverpool  University  Skills  Gained  ʺ″  Analy>cal  skill  and  logic  thinking  have  been  improved  drama>cally  by  the  finance  and  programming  modules      

Work  Experience Jun  2013  –  Jul  2013 Trainee,  Bank  of  China,  Huzhou  Branch,  Zhejiang  Province  This  post  involves  assis>ng  customer  manager  with  financing  nego>a>on,  input  and  Management  of  online-­‐banking  informa>on,  learning  the  bank  credit  financing  products  and  reading  and  learning  trade  financing  cases.  Skills  Gained •  Interpersonal  skills  by  vary  my  communica>on  style  in  order  to  relate  

beLer  to  co-­‐worker •  Nego>a>ng  skills  by  financing  nego>a>on  with  customer •  Team  work  through  project  

   

CV  –  Informa>on  system  management

©  2014  ITsite  Consul'ng.  All  rights  reserved.    

Page 42: final proposal group 5

Feiyang  Pan IT  Consultant Email:                                [email protected] Loca>on:                    Coventry Educa>on Sep  2014  –  Sep  2015 Warwick Business School , Coventry,U.K. MSc Information System Management and Innovation •  Modules included: Digital  Business  and  Workplace  Technologies,  

Enterprise  Informa>on  Systems,  Digital  Business  Strategy  and  Social  Media  ,Global  Sourcing  and  Innova>on,  Business  Systems  Consultancy,  IT  &  Finance

Sep  2011  –  Jun  2013 University  of  Noyngham,  U.K.  BSc  Industrial  Economics •  Modules  included:  Computer  in  Business,  Quan>ta>ve  Methods,  

Organiza>onal  Behavior,  Microeconomics  for  Business,  Macroeconomics  for  Business,  Economics  of  Innova>on,  Interna>onal  Firms,  Economics  of  Organiza>on,  Marke>ng  Strategy,  Economics  of  Regula>on,  Financial  Economics

Sep  2010  –  Jun  2011 Tsinghua  University,  Department  of  Foreign  Language  &  Literatures English  Founda>on  Course

Work  Experience Jul  2014  –  Aug  2014 Internship,  Bank  of  China,  Tianjin  Branch,  China Skills  Gained: •  Good  working  knowledge  of  banking  prac>ce •  Managed  a  porzolio  of  clients  successfully •  Introduced  the  bank’s  unique  products  to  customers •  Learnt  to  use  IT  system  and  follow  the  management  system  of  the  

organiza>on •  Offered  clients  latest  informa>on  about  funds  and  insurance  products •  Reported  performance  and  achievements  to  senior  manager   Jun  2013  –  Aug  2013  Trainee,  Agricultural  Bank  of  China,  Jiangsu,  China  Skill  Gained: •  Communica>ng  with  customers •  Learnt  to  use  the  banking  opera>ng  system •  Collected  and  analyzed  data •  Reported  to  supervisor  every  week  about  future  plans  and  past  

performance    

©  2014  ITsite  Consul'ng.  All  rights  reserved.    

CV  –  Informa>on  system  management

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43  

Success  stories

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44  

We  are  proud  of  what  our  customers  say  about  our  work

Our  experience

ITside  Consultancy  experts  helped  us  understand  what  the  business  needs  and  

supported  BarniJs  through  the  en9re  process  of  change  with  careful  aJen9on  to  specifics  of  

our  company.

TATANG  SUTARMAN

Paul  Thomson,  General  Manager  –  Barnids  (York,  since  1896  )  

BarniLs  is  a  family  business   local  retail  store  in  York,  UK

It  operates  since  1896  and  has  over  160  stock  line

We  helped  BarniLs  to  introduce  EPoS  in  July  2013

Return  on  investment  =  8.3%  

(July,  2014)  

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We  are  proud  of  what  our  customers  say  about  our  work

Our  experience

“It’s  a  total  game  changer.  For  us,  the  most  important  thing  is  making  our  customers  happy,  9me  and  9me  again.  By  halving  their  wait  9me  and  making  errors  a  thing  of  the  past  whilst  ensuring  their  favourite  item  is  always  in  stock,  we  do  just  that.  And  all  from  a  solu9on  that  costs  us  just  2.50  a  day”  

TATANG  SUTARMAN

Ibrahim  Lockhat,  General  Manager  –  Freeze  ‘n’  Spice  (Derby,  since  2002)  

Freeze  ‘n’  Spice  is  a  a  thriving  specialist  grocery    retail  store  located    in  Derby,UK

It  operates  since  2002  and  has  over  600  stock  line

We  helped  Freeze  ‘n’  Spice    to  introduce  EPoS  in  April  2012

Return  on  investment  =  9.3%  

(July,  2014)  

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Midlle  Easton,  245  Eva.  Pt.Santerus  Ujungberung,  London  

[email protected]  

+12  3456  789