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Integrative Project
U09A1 Integrative Project
Patricia J Helligar
Capella University
ISTM 5900
Professor Grille
12/14/2014
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Integrative Project
Table of Contents
Abstract........................................................................................................................................4
Assumptions, Constraints and Dependencies..............................................................................4
Charity & Love Integrative Project Proposal..................................................................................6
The scope of the project...............................................................................................................6
List of Figures..................................................................................................................................7
List of Tables...................................................................................................................................8
Appendices......................................................................................................................................9
Executive Summary...................................................................................................................10
Communication and Report Monitoring....................................................................................11
Stakeholders...................................................................................................................................14
Ethical and Legal Assumptions.................................................................................................15
The Human Service Professional's Responsibility to Clients........................................................15
Implementation Strategy............................................................................................................18
Project Plan....................................................................................................................................18
Identify the people and technology management processes that will be used in the project....21
The significance and benefit of the project to the organization.................................................24
How would this project be integrated to support an organization, community, or industry?....24
The benefits of implementing the project......................................................................................24
The resources needed and their availability for the project...........................................................24
Integrate technology solutions in alignment with strategic business goals...............................26
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Integrative Project
Client Application Data Model at Charity & Love, Inc................................................................26
Manage complex enterprise technology systems (See Appendix C).........................................27
Design an enterprise architecture as the organizing logic for business processes and IT
infrastructure..............................................................................................................................28
Analyze how each high-level task meets the strategic IT planning goals of the project...........34
Describe the innovations and leadership that will be demonstrated by planned actions in this
project........................................................................................................................................35
Change Management Process/Procedures.................................................................................37
Analyze how each project risk will be mitigated to meet the strategic IT planning goals........38
References..................................................................................................................................40
Appendix A Stakeholder Letter 1..............................................................................................41
Appendix B Oracle Fusion Vendor Info 1.................................................................................43
Appendix C Sample customer service datab 1..........................................................................57
Appendix D Charity & Love Paper App etc. 1..........................................................................62
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Integrative Project
Abstract
Charity and Love, Inc. is a non-profit organization that promotes self-sufficiency. We
provide essential services by supporting many economically disadvantaged individuals and
families through awareness of available resources. Whether challenges are due to lack of
computer access, an inability to navigate on-line application systems, or other limitations, we are
here to help! Barbara Ansar is the founder of Charity and Love. She began the organization
with her passion and a vision to support area communities through resources that empower and
promote self-sufficiency.
Barbara’s life-long commitment to human services is evidenced in her 35 year employment
history with Florida’s Department of Children and Families. As an Economic Self-Sufficiency
Specialist for over 22 years and through her devotion and dedication to serve others, she has
assisted thousands of individuals and families to access public resources available to them to
improve the quality of their lives. Faithful to serving, Barbara has also spent countless hours
volunteering while serving as the President of the Social Service Ministry at her church, the
Selection Committee for Habitat for Humanity, a Resource Person for Mothers of Incarcerated
Sons, and as Director of Clothing Ministry for Good News Jail Ministry. The project title for
this class project is Development of a Customer Service Database WAN System and training
manual for Charity and Love (C&L) Website: www.charityloveinc.org. The purpose of the IT
project is to solve a problem at C&L non-profit organization.
Assumptions, Constraints and Dependencies
Assumptions
• The software has been selected and purchased by Charity & Love.
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Integrative Project
• The existing IT infrastructure will be used to support this application.
• The software will be fully tested on the existing hardware prior to deployment.
• The application will be placed into production and available to the end users within 120
days
Constraints
• The budget for this project is minimal, preventing many deviations from the initial
project plan, regardless of need.
• In order to complete the project, a change request may be needed which increases cost.
• Without the IT team’s input on the software that was purchased, the software may take
longer than anticipated to fully test.
• Team members are assigned to more than one project and competing priorities may
create delays in testing and implementation.
Dependencies
• The manpower assigned to complete the project may have conflicting priorities, making
it difficult to complete the project on time.
• The software for the project is provided by an external vendor and is not already onsite
for installation.
• This project is dependent on existing hardware that may or may not have the capability of
handling the software application
• This project is dependent on existing hardware that may or may not have the capability of
storing the database required for tracking participation
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Integrative Project
Charity & Love Integrative Project Proposal
The scope of the project
Charity & Love is to be a one-stop center social services provider by assisting clients and
their families to economic empowerment. The Charity & Love will automate their referral and
assessment process to assist clients and their families to economic empowerment. Charity &
Love Corporation will provide a referral service and assessment for education, job skills,
housing, food and other social service needs as a one-stop social service center provider. For
example, implementing a customer service database system for online applications, clients
access to online programs in real-time, scheduling and verifying appointments online, and
generate automated reports. Ensure system application properly tested for simplicity pertaining
to use, look, and feel. In addition, consistency with respect to the current system of referral/social
services at Charity & Love Corporation three locations.
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Integrative Project
List of Figures
Figure 1 Client Application Data Model 1....................................................................................26
Figure 2 Menu design for C&L Database 1...................................................................................27
Figure 3 C&L DB Screen Menu Design 1 (Seen in Appendix B this screen and other screens for
the database design).......................................................................................................................29
Figure 4 C&L Functionality of Menu 1.........................................................................................29
Figure 5 C&L low level design Menu type 1...............................................................................30
Figure 6 C&L Database cloud server desig 1................................................................................31
Figure 7 C&L Adm Server design setup 1....................................................................................32
Figure 8 C&L DB Report design 1................................................................................................33
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Integrative Project
List of Tables
Table 1 Communication and Report monitoring...........................................................................13
Table 2 Roles/Responsibilities 1...................................................................................................14
Table 3 Project Budget/Cost Estimates 1.....................................................................................24
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Appendices
Appendix A Stakeholder Letter 1..................................................................................................41
Appendix B Oracle Fusion Vendor Info 1.....................................................................................43
Appendix C Sample customer service datab 1..............................................................................57
Appendix D Charity & Love Paper App etc. 1..............................................................................62
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Integrative Project
Executive Summary
Charity & Love, Inc. has three locations where they provide social services/human services to
low-income families. Presently, all data is documented on the clients via a paper in-take process
and there is no network presently setup where the three offices can retrieve any application
needed from the three locations, do follow-up accurately and appointments documented
accurately and changed online. C&L has three locations where their main purpose as a non-
profit organization is to provide the latest up to date social services information to their clients
and provide them with how to qualify for food stamps and other job search referral services.
They are in need of a database system online between the three locations where appointments
and other information for clients are stored and can be updated, added, deleted as well as confirm
appointments with clients no matter what location. We definitely want to avoid duplicate
records and have data integrity so the database will be setup with a 1:1 relationship or 1: many
relationship plus a master data management process established, and a back-up requirement. We
have decided to go with Oracle Fusion since they are the ones we contacted and are working
with us. Client Track or Client Tracker have not contact us back and we have a deadline to meet
at Charity & Love, Inc. Due to the fact that we were sure of Client Track as our vendor, we are
behind schedule with plans to catch up by 12/9/2014 since we will be meeting with Oracle
Fusion staff to discuss the design of the database for Charity & Love, Inc.
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Integrative Project
Communication and Report Monitoring
The purpose of Table 1 below is to keep stakeholders and other project team members
informed of the project status. It is also applicable for conveying any concerns, changes, or
adjustments in failures or expectations for the project’s success. This document supports the
intended deadlines established by the WBS presented in the beginning stages of the project. The
project manager will continue to report to the Program Manager and Program Sponsor to satisfy
quality assurance for the duration of the project.
Communicat
ion Type
Prepared
By
Start to
end
date
Sent By Reviewed By Frequen
cy
Delivery
Project
Kickoff,
including
Agenda and
Meeting
Minutes
Sr Project Manager
10/13/20
14-
12/12/20
14
Sr Project Manager
Project Sponsor
Project Team
Stakeholders
Once,
prior to
kickoff
meeting
Email Hard copy
at meeting
Work
Breakdown
Structure
Project Team
QA Admin
10/24/20
14-
12/12/20
14
Sr Project Manager
Project Sponsor
Project Team (Stakeholders)
HR
Once Email
Project Team
meetings
Project Team Lead
Project
10/24/14-
12/15/14
Project Manager
Project Team
Weekly Email
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Integrative Project
Communicat
ion Type
Prepared
By
Start to
end
date
Sent By Reviewed By Frequen
cy
Delivery
(Agenda /
Meeting
Minutes)
Manager
Technical
Design Status
Meeting,
(Agenda /
Meeting
Minutes)
Client Tracker DB design
12/03/14-
12/13/14
DB Designer
Project Manager
Project Sponsor
Project Team (Stake holders)
HR
Weekly Email
Project Status
Meetings
(Agenda /
Meeting
minutes)
Project Manager
DB designer
11/30/20
14 –
12/17/20
14
Project Manager
Project Management Office
Project Sponsors
Monthly Email
Project Status
Reports
(Agenda /
Meeting
minutes)
Sr Project Manager
Project Team
12/01/14-
12/16/14
Project Manager
Project Sponsor
Project Team
DB designer
Monthly Email
Key Sr Project
10/14/20 Project
End Users Project
Weekly Email blast to
12
Integrative Project
Communicat
ion Type
Prepared
By
Start to
end
date
Sent By Reviewed By Frequen
cy
Delivery
Messages Manager 14-
12/15/20
14
Manager
Team Sr Project
Manager
all end users
Flyers
Quality
Checklist
Project Manager
QA Admin
12/12/20
14 -
12/15/20
14
Project Manager
Project Team
Webmaster
Once Email
Change
Request
Report
DB Designer
QA Admin
12/10/20
14-
12/17/20
14
Project Manager
Project Sponsor
Project Team
As
needed
Deployment
Plan
Project Manager
Webmaster
12/12/20
14-
12/15/20
14
DB Designer
Project Team
End Users Project
Sponsor HR
Managers
Once,
unless
plan
updated
prior to
deploym
ent
Email and
hard copy at
individual
team
meetings
Training
Document
Project Sponsor
Webmaster
12/10/20
14-
Project Sponsor
Project Team
Project Manager
Once Email
13
Integrative Project
Communicat
ion Type
Prepared
By
Start to
end
date
Sent By Reviewed By Frequen
cy
Delivery
12/15/20
14
End Users
Go Live
Readiness
Meeting
(Agenda /
Meeting
Minutes)
Project Team
Project Manager
QA Admin
12/10/20
14-
12/17/20
14
Project Manager
Project Team
Project Manager
Webmaster
Once Email
Executive
Summary
Project Team
Project Manager
12/16/20
14-
12/18/20
14
Project Manager
Project Team
Project Manager
Project Sponsor
Once Email
Lessons
Learned
Meeting
(Agenda /
Meeting
Minutes)
Project Team
Project Manager
QA Admin
12/15/20
14-
12/18/20
14
Project Manager
Project Team
Project Sponsor
Webmaster HR
Once Email
Lessons
Learned
Project Manager
QA Admin
12/13/20
14-
Project Manager
Project Team
Project Sponsor
Once Email
14
Integrative Project
Communicat
ion Type
Prepared
By
Start to
end
date
Sent By Reviewed By Frequen
cy
Delivery
Results 12/15/20
14
Webmaster
Table 1 Communication and Report monitoring
Stakeholders
The people involved in the IT project are: 1) Approx. 3-4 staff members 2) President of
the corporation 3) 2-3 clients to test out the system and provide feedback 4)Professor Steve
Klingaman from Capella Univ (See Appendix A). The stakeholders were selected based on who
will assist us in evaluating the design of the database and those who know the history of the
corporation and if this makes it easier for them and the learning curve is minimal. Each
stakeholder has its role as described below in Table 2 with Roles/Responsibilities.
Project Team Roles and Responsibilities
Role Name Organization/Position Contact Information
Designer/Developer Charity and Love,
Inc./Project Manager
Patricia
Helligar/[email protected]/
X6000
Senior Project
Manager
Charity and Love,
Inc./Project Sponsor
Mrs Barbara
Ansar/[email protected]/X603
1
QA Manager Adm. Charity and Love, [email protected]/X6078
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Integrative Project
Inc./Board of
Director_VP
Client_Tester of
System for Project
Client Tester and
Feedback Rep
[email protected]/X7078
Consultant/Advisor
for Project
Professor Steve
Klingaman
Table 2 Roles/Responsibilities 1
Ethical and Legal Assumptions
For Charity & Love, Inc. they are under strict industry standards in keeping client
information confidential and make sure that they tell the truth on applications when it comes to
receiving social services such as food stamps, etc. At Charity & Love, Inc. they operate in top-
level integrity due to the President Mrs. Barbara Ansar working for the Department of Children
and Families for over 35 years before opening her own business. She found a niche in the
market and has been an asset to the Department of Children and Families in which Charity &
Love, Inc. is in partnership with. Some of the ethical standards for corporations such as Charity
& Love in the Human Services/Social services industry are:
The Human Service Professional's Responsibility to Clients
STATEMENT 1- Human service professionals negotiate with clients the purpose, goals, and
nature of the helping relationship prior to its onset as well as inform clients of the limitations of
the proposed relationship.
STATEMENT 2- Human service professionals respect the integrity and welfare of the client at
all times. Each client is treated with respect, acceptance and dignity.
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Integrative Project
STATEMENT 3 - Human service professionals protect the client's right to privacy and
confidentiality except when such confidentiality would cause harm to the client or others, when
agency guidelines state otherwise, or under other stated conditions (e.g., local, state, or federal
laws). Professionals inform clients of the limits of confidentiality prior to the onset of the helping
relationship.
STATEMENT 4 - If it is suspected that danger or harm may occur to the client or to others as a
result of a client's behavior, the human service professional acts in an appropriate and
professional manner to protect the safety of those individuals. This may involve seeking
consultation, supervision, and/or breaking the confidentiality of the relationship.
STATEMENT 5 - Human service professionals protect the integrity, safety, and security of
client records. All written client information that is shared with other professionals, except in the
course of professional supervision, must have the client's prior written consent.
STATEMENT 6 - Human service professionals are aware that in their relationships with clients
power and status are unequal. Therefore they recognize that dual or multiple relationships may
increase the risk of harm to, or exploitation of, clients, and may impair their professional
judgment. However, in some communities and situations it may not be feasible to avoid social or
other nonprofessional contact with clients. Human service professionals support the trust implicit
in the helping relationship by avoiding dual relationships that may impair professional judgment,
increase the risk of harm to clients or lead to exploitation.
STATEMENT 7 - Sexual relationships with current clients are not considered to be in the best
interest of the client and are prohibited. Sexual relationships with previous clients are considered
dual relationships and are addressed in STATEMENT 6 (above).
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STATEMENT 8 -The client's right to self-determination is protected by human service
professionals. They recognize the client's right to receive or refuse services.
STATEMENT 9 - Human service professionals recognize and build on client strengths (AB
Tech Community College, 1996).
In the Human Services/Social services industry, there are legal/ethical standards that they must
abide by as it relates to the clients. They cannot allow them to falsify information on their
application and they cannot give them information that is not true as it relates to social services
to their clients. For Charity & Love, Inc., this client database system will allow them to store all
client information online as well as print out the necessary reports but we must have security
through encryption and authentication as it relates to data being stored and transmitted via the
LAN/WAN network in the three locations of Charity & Love, Inc. We cannot afford for hackers
to steal any of these clients’ confidential data so we will have to ensure we have the security
tools on the network to tighten up on security there. As the project moves forward with Charity
& Love, Inc., we must evaluate the Client Tracker software database and during the design phase
really take a look at how it will work via the network since this data will be stored via three
locations. So there must be database locked to ensure that only one user using the database at
one time when it comes to updates and adding information. They can all look at the information
at the same time. Data integrity is essential to preparing the right reports on a weekly basis on
the social services being offered to all the clients at Charity & Love, Inc. and will assist with
grant funding and providing the correct amount of services and monies given to the clients
weekly, monthly and yearly. According to the Federal standards dealing with data and Social
services organizations such as Charity & Love, Inc., they are offering an incentive for
organizations who will move to a computerized operated services for their clients instead of the
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existing paper intake process that Charity & Love, Inc. has in existence at this time. They are
creating national standards for database design where everything can be linked to one centralized
database. This of course will pose a pending issue with the integrity of the data how they are
stored especially the data elements such as the name, address, social security number, and other
information that is gathered from the existing paper application being used to document
information and generate reports via Excel. According to this report by the Brennan Center for
Justice, they stated “In 1992, the federal government offered a 50% reimbursement to state
public assistance agencies that developed statewide computerized databases that met federal
"Family Assistance Management Information Systems" (FAMIS) standards set by the
Department of Health and Human Services (Brennan Center for Justice, 2009)”. Also, it was
stated in the Brennan Center article that “the Omnibus Budget Reconciliation Act of 1993
offered increased child welfare funding under Title IV-E of the Social Security Act to states that
implemented a SACWIS, or a Statewide Automated Child Welfare Information System (Brennan
Center for Justice, 2009)”.
Implementation Strategy
Project Plan
In our re-design of the existing paper intake forms at Charity & Love, Inc. and strategic
direction, these social services processes should be redesigned for the social services programs
we have in the way the information is currently stored where 12 PCs at the Charity & Love, Inc.
office is standalone and data cannot be shared over the network. Due to its existing three
locations, this makes data accessible to duplications and chance of data integrity being
compromised. A customer service database WAN system has to be put in place to store data, edit
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Integrative Project
data and manipulate data as needed as well as keep up with appointments and programs being
offered that are being added or deleted throughout the year. At Charity & Love, Inc. they need
to centralize the data, backup their data and be able to track clients’ appointments and programs
offered to them. Also, in order to track and print out client data reports for management or grant
funding, it is crucial that data is stored accurately and without redundancy. For the Charity &
Love social services process, the following things must be done. They are as follows:
1) Charity & Love staff gives client application (See Appendix C)
Referral Services Process:
2) Client fills out application (intake sheet) (Appendix C) and determines what they need. The list is as follows:
Dental Life Insurance Rental Assistance Business Start-Up Immigration Disability SSI/SSDI Mental Health Counseling FORECLOSURE PROTECTION/LOANMODIFICATION
3) The client then goes to the customer service representative and turn application in and then a case manager/counselor is assigned to the client with a CASE NUMBER
4) The case manager/counselor then sees what is available for them and give them the information needed
5) Follow-up call is made to see if the client receives the service as requested6) Feedback/survey is mailed or emailed to the client and testimonial to see how they
were helped by Charity & Love
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Additional Services Process:
1) Client fills out application (Appendix C) and determines what they need. The list is as follows:
a) Food Pantries/Free Groceriesb) Clothingc) Notary Servicesd) Copiese) Faxf) Job Searchg) Claim Weeksh) Medicare Benefits Counselingi) Arthritis/Diabetes/Pain Relief
2) The client then goes to the customer service representative and turn application in and
then a case manager/counselor is assigned to the client with a CASE NUMBER
3) The case manager/counselor then sees what is available for them and gives them what is
needed that can be stored at any of the three locations or referral to the agency that they are
in partner with
4) Feedback/survey is mailed or emailed to the client and testimonial to see how they were
helped by Charity & Love
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Integrative Project
Application For (Food Stamps, Cash Assistance, Utilities, Obama Health Care Plan) Process:
1) Client fills out application (Appendix C) and determine what they need. The list is as
follows:
a) Medicaid b) Food Stampsc) Cash Assistance (TANF)d) Medicare Savings Programe) Unemployment Compensationf) SAFELINK PHONES FREEg) Utilities (Seniors 60 years and older)h) KidCare/Healthy Starti) Obama Healthcare Plan
2) The client then goes to the customer service representative and turn application in and
then a case manager/counselor is assigned to the client with a CASE NUMBER
3) The case manager/counselor then sees what is available for them the application needed
and instructions on how to get the help needed
4) Follow-up call is made to see if the client receives the service as requested
5) Feedback/survey is mailed or emailed to the client and testimonial to see how they were
helped by Charity & Love
Identify the people and technology management processes that will be used in the project
Charity & Love (C&L) business processes can be improved with new technologies and
IT design variables for social services/human services and case management industries where
there is a one-stop center concept as it relates to the client application, setting
appointments/cancelling appointments and listing of programs/services that are there for low-
income families and the community as a whole. Our major partners are Department of Children
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Integrative Project
and Families, Valencia College and One-Stop Career Services. Our clients are single parents,
married, elderly, low-income families and community. Right now with our social services
programs, communication is basically not linked in to any centralized area all data is stand-alone
in the three locations. We would like to automate this social services system in a web-based type
of system or the use of database software that can be accessed via the web where all clients,
company, partners and referral agencies information will be stored where we can operate in our
three locations at any-time.
IT role in minimizing layers within the organization and maximizing workflow is that at the
social services outreach programs for Charity & Love, Inc., we want to spend more time
assisting our clients and assessing what they need in a case management type of setup where we
will be able to offer solution for the whole family to achieve economic empowerment and
financial independence. Charity & Love, Inc., the organizational structure has to be by regions
and working groups. It has to be decentralized type of set-up in each location and a stand-alone
regional office. This way they don’t have to depend on the headquarters office on Silver Star
Road in Orlando, FL but the other two locations in East Orlando and Apopka, FL can be
independent but yet share information via a server where anyone can access clients from all three
locations.
To maximize our workflow and minimize layers, Charity & Love, Inc. must remain consistent in
continuous improvement of its social services, excellent treatment to its staff, top-level customer
service to the clients and sensitivity to our partners and community outreach centers by helping
them to succeed then Charity & Love, Inc. will succeed also. Choosing the best data capture and
data input methods for the C&L Social Services database WAN system will allow us to
minimize the layers and maximize the workflow, we will have to:
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1) Develop a client form that links to the program/services form that links to our
REPORTING for services rendered to our clients whether it is Referral services, additional
services or applications for services needed
2) Limit paperwork that client has to fill out by having pre-filled forms available and
gather information from their application and One-stop work force center then scan information
by a barcode or an OCR scanner
3) Different validation checks can be used for the different fields on the form to
make sure data is entered correctly the first time. Have more menu selection like pop-up menu
to select from and defined field types that will limit what type of numbers and characters to input
in each field.
There is a one-to-many relationship between the client entity and a dependent entity representing
the different services available to the clients at Charity & Love, Inc. Also, there is a one-to-
many relationship between the client and the access community partner that are available to the
client depending on what is needed according to the application as seen in Appendix C. At
Charity & Love, Inc., there are so many security issues as it relates to confidentiality of the
clients’ data that we must develop a strong encryption and will be setup to monitor data via the
network and assist in catching intruders (hackers) on the network ahead of time to protect data.
They have three locations at this time where information will authentication process whereby
these clients information will be protected where hackers cannot get access to the information.
Also, Nmap, Wireshark and other type of network security tools be shared, stored and
transmitted via the network so security is essential. To ensure cost effectiveness we will be
using cloud servers instead of physical servers due to Charity & Love budget constraints at this
time.
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Integrative Project
The significance and benefit of the project to the organization
Charity and Love will save time and the accuracy of data will decrease and remove the
chance of duplicate records. The product or outcome anticipated from the project is a Client
database system and training manual.
How would this project be integrated to support an organization, community, or industry?
This project will be integrated to support Charity & Love and its clients, staff and other
organizations that partner with Charity & Love such as Department of Children and Families,
Valencia College, One-Stop Workforce Center.
The benefits of implementing the project
The benefits of implementing the project are an online intake (application) system for the
clients versus the paper application where they can access from home via the website and in any
of the three locations. This will definitely benefit the staff at Charity & Love where the existing
paper intake applications can be used just as backup in case the system is down or during time
when the system is being backed up.
The resources needed and their availability for the project
The resources needed are the 12 PCs existing, the paper application and list of
programs/services that Charity & Love offers to its clients. Based on the President of the
corporation, the staff and others will be informed and whenever they are needed we will note this
on the schedule by 11/01/2014 so they are aware of interviews or questions that we need to ask
them for the customer service database system.
Due to the fact that Charity & Love, Inc. provides social services in three locations, we
want to implement an automated case management/social services database system where we can
spend more time taking care of the needs of our clients. This particular database system will
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Integrative Project
assist us in logging in all information on our clients, programs/services we offer, appointments
for our clients and generating our management reports for our monthly and quarterly plus yearly
board of directors meetings. The design principles for the social services organization Charity &
Love are condensed/centralized forms between the staff, clients and partners with Charity &
Love. Also, creating the right relationships in which client information is stored which will be a
1: many relationships or one client to different social services programs or many: many
relationships in the Charity & Love client-staff-community social services/case management
database. The main type of activity sequencing that Charity & Love project will used is Finish
to start activity sequencing where Task A ends before beginning Task B. Table 1 below shows
the resources needed for this project and the cost.
Cost Estimates
Hardware
Item # Item Price Qty Estimated Cost Explanation
1 Oracle Fusion Cloud Servers $ 22,000 1 $ 22,000
TOTAL $22,000 $22,000
Software
Item # Item Price Qty Estimated Cost Explanation
2 Charity & Love Software $ 5,000.00 1 $ 5,000.00 Vendor-purchased software is
a onetime purchase
TOTAL $5,000.00 $ 5,000.00
Personnel
Item # Item Price Qty Estimated Cost Explanation
1 Sr Project Manager $ 20.00 300.5 $6,010 Part of the project team
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2 Tester_Client_Staff $ 25.00 500.8 $12,520.00 Part of the project team
3 DB Designer $ 30.00 228.8 $6,864.00 Part of the project team
4 QA Mgr Adm $25.00 270.2 $ 6,755.00 Part of the project team
TOTAL $ 32,149.00
PROJECT TOTAL $ 59,149.00
Table 3 Project Budget/Cost Estimates 1
Integrate technology solutions in alignment with strategic business goals
Client Application Data Model at Charity & Love, Inc.
In designing this database for Charity & Love, Inc., we had to embrace Oracle Fusion
database software because our original vendor did not contact us to setup a webinar. So
basically in the client application data model with this one-to-many relationship design, there is a
direct link from the CLIENT at Charity & Love, Inc. to the many SERVICE EVENTS they can
encounter to the many access community partner (ACP) as seen in Figure 1 below:
CLIENT ACP
1:many
1:many
SERVICE EVENT
Name
DOB
Application for:
1) Food Stamps……
Referral Services
Additional Services
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Figure 1 Client Application Data Model 1
In dealing with any social service/human service organization such as for this corporation
Charity & Love, Inc., one must take into consideration the logical flow of data as it relates to the
clients and the services being offered to them. A client tracking system based on the model in
Figure 1 above, can offer a range of capabilities/scenarios via the client application online form
design which can consists of pop-up menus and menu selections as seen in Figure 2 below.
These include sharing information on the interconnections of people and organizations across
different cases, and delivering performance indicators on the involvement of non-client
constituents.
Figure 2 Menu design for C&L Database 1 (Oracle Corporation, 2011)
Manage complex enterprise technology systems (See Appendix C)
At Charity and Love, Inc., there are approximately 5 employees at each location (total of
3 locations) including contractors at this organization that will be on the system doing the
following as seen in Figure 2 above:
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Adding client information/case information
Updating client information
Making appointments for clients
The Main Menu will have the Employee information that has logged in to verify client’s
appointments or to add a new application in or update an existing application (Appendix C).
Sometimes clients which is at least 90% of the time, they will come in for a different service
which there are over 55 services being offered to the clients at Charity & Love, Inc.
In Figure 3 below, it shows the functionality of the menu when designing the online application
form for Charity & Love, Inc. Of course we will have basic text that will be typed in while other
information on the online application form will be either in a menu selection format or pop-up
menu. This will require less typing for the employee and less errors will occur.
Design an enterprise architecture as the organizing logic for business processes and IT
infrastructure
To ensure a quality product is delivered to clients, Charity & Love project team’s role is
to ensure that the top level specs from management are aligned with the programmer’s design of
the database. Within the database, the interface of the database with other systems and sub-
systems can cause errors and misplaced information on clients which can cause loss of trust and
clients. It is vital that the database features/products are tested to ensure it does not affect new or
existing systems and subsystems. The social services/human services industry is so diversified in
the types of services it offers its clients (see Appendix D) that it is vital that the proper
integration/regression testing is done to test every detail of the database features (menus) and
everywhere that database features integrates. In Figure 3 below (Appendix C), the design of the
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database will begin with design of the menu and the functionality of the menu will be seen in
Figure 4 below.
Figure 3 C&L DB Screen Menu Design 1 (Seen in Appendix B this screen and other screens for
the database design)
Functionality of the Main menu/Pop-up menu for Charity& Love, Inc.
Figure 4 C&L Functionality of Menu 1 (Oracle Corporation, 2011)
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Menu Item Type Description Functionality
Plain
A standard text menu item ( the
default menu item type that you have
created so far)
Defined by PL/SQL
CheckA menu item that has two
possible states.Defined by PL/SQL
Radio
A set of mutually exclusive
buttons, each representing a different
action
Defined by PL/SQL
MagicA menu item with predefined
functionalityUsually predefined
SeparatorA separating horizontal line for
grouping menu items None
Figure 5 C&L low level design Menu type 1 (Oracle Corporation, 2011)
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Figure 6 C&L Database cloud server desig 1
In Figure 6 above, there will be approx. 4 PCs per location (3 locations) and approx. 3 servers
one for each location with the main one at the main location. Most likely we will be using cloud
servers instead of the actual physical servers since Charity & Love, Inc. has a budget that cannot
afford anything too expensive at this time. As one can see from the number 1 to 8 how data will
travel from one PC to the next and store on different servers. Then a special area where the form
server stores the online application data that is saved after each entry from the client browser (1)
in Figure 4.
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Figure 7 C&L Adm Server design setup 1
In Figure 7 above, the proxy user (C & L Employee expert will be allowed in this area) will be
allowed to update forms and information on clients. We want to use a unique key here and a
database block so only one person is in that client record updating information to stop omissions
and errors that can occur which can result in wrong information online on the clients.
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Figure 8 C&L DB Report design 1
For Charity & Love, Inc., there are certain data reports (Appendix D) that must be completed
every week and monthly to track progress as well as ways to improve the way things are done.
Also, these reports will help Charity & Love, Inc. apply for grants and a chance to get approved
at a higher rate when data is stored and can be given accurately and top-level integrity to the
grantors and other corporations interested in what Charity & Love, Inc. is doing in the
community. As seen in Figure 8, this is a sample of how the report GUI screen will look. We
want to be able to print reports based on employee data, client data and how many services were
provided and a graph showing us which of the service(s) were higher during the course of the
month or year.
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Analyze how each high-level task meets the strategic IT planning goals of the project
According to the WBS/Gantt chart below (Table 1), our tasks are assigned to align with
our strategic planning goals to implement this client database system for Charity & Love (C&L),
Inc.
Tasks and Schedule
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Describe the innovations and leadership that will be demonstrated by planned actions in
this project
Charity & Love (C&L) should structure its strategic organization by region since we are
offering social services in more than one location. A centralized organization will typically
place decision making authority with those who are in high-level positions. The structure of the
organization is a horizontal hierarchy.
The strategies at Charity & Love, Inc. for achieving top-level customer service to clients,
business partnerships and to build communication channels plus develop buy-in for goals are:
1) Take all documents for clients, staff, partners, etc.
2) Centralize in one central depository
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Our competitive strategy is to improve the way we provide social services/referral services to our
clients by offering a case manager type of solution to our clients where we are family and
providing solution for the entire family by being there for them for the longevity. This can be
done by having a Charity & Love, Inc. membership card, with quarterly networking events,
parties, birthday parties for clients and a TV/radio show or some type of community project that
we can do together at Charity & Love to bond us together as we know that the clients here at
Charity & Love will feel and see LOVE in action as we help them get the services they need to
empower their family to financial independence. The managerial hierarchy of Charity & Love,
Inc. will be horizontal style with regional directors that report to VP of Operations then reports to
Vice-President of the company who then reports to the President of the company on issues with
Charity & Love, Inc. Strong leadership is essential to a good program so at Charity & Love, Inc.,
we realize it flows from the head to the rest of the staff then to our students who we can provide
the best social services to our clients.
Charity & Love, Inc. motto is “Caring Makes a Difference in Families’ Lives”. Our committed
role is to provide essential services to the families of our community. We pledge our time and
effort for the growth and support of the people we serve. As an organization, we promote self-
sufficiency with love, compassion and sincerity. We promise to serve with a caring heart
through Charity & Love, Inc. When dealing with firm technology design one must focus on
customers’ needs and expectations so the design can align with what they need. When dealing
with designing a new customer database system especially for social service organization such as
Charity & Love, Inc., one must build the technological design around the existing system in
place to ensure that the needs and wants of the clients we are providing social services too are
met. For this non-profit human services/social services organization it will have to be ethical
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egoism and altruism combined from the leader point of view ethical egoism but for the
corporation itself and bettering mankind and looking out for their best interest will he altruism.
Something like what Mother Teresa did for Calcutta, India in making this place a better place to
live.
Change Management Process/Procedures
Delivering a quality product is essential to the stakeholders. We must deliver a product
that meets the performance criteria of our client at Charity and Love, Inc. (C&L). In order to
insure that each aspect of the project meets the expectations for delivery and quality checks are
implemented at strategic steps during the process such as:
Software development
System testing
Integration testing
Data uploads
End user training
Data reporting
Data retrieval and storage
Establishing a Control Change Board (CCB) at Charity and Love, Inc. (C&L) will allow us to
establish controls for addition, changes and deletion of the design of this database system for
C&L Client WAN DB Network system. Some of these processes and activities involved in
project integration management include identifying, defining, combining, and unifying processes
and activities that are implemented throughout the entirety of the project. Project closure, change
requests and approvals, and satisfying stakeholder wishes is a part of this knowledge area and are
equally important to project outcome.
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An interesting factor concerning project closure is that it is a part of the project integration
management process. Within the project closure process, two more procedures were developed
to ensure that the activities involved were completed in a timely and accurate manner (see Table
1). They include the administrative closure procedure and contract closure procedure. These two
procedures can be performed either at the end of each project phase or across the entire project.
When dealing with making changes on this project, we have to take into account the history of
the existing manual client paper in-take form process and any new addition to staff for this new
web-based design tutorial system. Taking into consideration cost, time and scope on this project
will allow us to make changes that do not contract the design on a high-level as we go to coding
of this C&L Client WAN database system. When making changes, we must take into
consideration the following:
1. Setting up a change control board.
2. Reviewing and approving requested changes procedures.
3. Managing approved changes procedures.
4. Corrective and preventive actions procedures.
Analyze how each project risk will be mitigated to meet the strategic IT planning goals
Risk Management
For this Charity & Love project, we will run into possible risks such as disk space issues,
resource issues as it relates to budget constraints and limited time due to the hectic schedule of
this social services corporation. Testing will be limited to after-hours; therefore, the data
integrity checks with high volume during peak hours at this corporation we might not be able to
test thoroughly. We can eliminate issues such as this by setting up time schedules where we can
do a trial run of the database system with the clients in three locations and have back-up paper
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applications just in case the system crash due to unforeseen circumstances out of our control.
Each project risk will be mitigated to meet the strategic IT planning goals by aligning the
corporation’s project goals for the C&L client database WAN system to tasks/activities assigned
with the WBS/Gantt chart and making sure we meet the deadlines and follow the procedures for
changes, additions or deletions via the Change Control Board (CCB).
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References
AB Tech Community College. (1996). Document retrieved from
http://www.abtech.edu/content/social-services/ethical-standards-human-services-professionals
Brennan Center for Justice. (2009). Social Services Databases. Document retrieved from
http://www.brennancenter.org/analysis/vrm-social-services-databases#IIB
Coursen, Derek. (2006). An ecosystems approach to human services database design.
Document retrieved from https://files.nyu.edu/dac229/public/Coursen_JTHS_ecosystems
http://dataingenuity.com/
Oracle Corporation. (2011). Creating Oracle Forms Menus. Document retrieved from
http://www.oracle.com/webfolder/technetwork/tutorials/obe/forms/11g/formsmenuscreate/
formsmenuscreate.htm
Oracle Corporation. Oracle Fusion Middleware. Document retrieved from
http://docs.oracle.com/cd/E17904_01/web.1111/e10240/toc.htm
http://search.proquest.com.library.capella.edu/abiglobal/docview/
304992278/7BBC52990E01420EPQ/2?accountid=27965
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Appendix A Stakeholder Letter 1
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Vendor Information from Oracle Fusion our selected VENDOR
Richard Skaggs <[email protected]> Nov 26 (7 days ago)
to
me
Hello Patricia,
Thank you very much for the inquiry - it was great speaking with you.
Here is some info for you per our Fusion CRM/Sales Cloud solution - we require 10 users.
Here is our site - http://www.oracle.com/us/solutions/crm/overview/index.html
Here is our pricing, and our free trial - https://cloud.oracle.com/sales?
tabID=1383678927294 (Videos under the learn more tab)
Here is a PDF - http://www.oracle.com/us/products/applications/fusion/oracle-fusion-crm-
solution-brief-173006.pdf
Here are additional videos - https://www.youtube.com/results?search_query=oracle+crm
%2Ffusion+sales+cloud
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If you have any questions, please do not hesitate to email or call, and I will be happy to set
you up with a CRM specialist; my email is [email protected]; my phone is
404.464.3937. Thank you.
Have a great day!
Request a sales chat
Richard Skaggs
Telesales Business Development Representative
Phone: 404.464.3937 Mobile: 404.454.1044
Oracle
101 Marietta Street, Suite 1700 | Atlanta, GA 30303
Appendix B Oracle Fusion Vendor Info 1
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Appendix C Sample customer service datab 1
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Appendix D Charity & Love Paper App etc. 1
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