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IS480 Team wiki: 2016T1 PolyVision Project Overview

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INSIGHT


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Overview


Overview

Project Description

The current process of debt financing is completely reliant on email correspondence between VGP and potential business prospects. Hence, long man-hours are dedicated regularly to organize and backup information onto a shared network drive. Additionally, in the absence of customized reporting tools, VGP needs to manually sieve out essential information and compile them for periodic reviews with relevant stakeholders. Most importantly, missing out on critical datelines such as covenant review may result in delayed funding determinative of the survival of some businesses.

PolyVision will design and implement INSIGHT – a mobile responsive web-based customer relationship management tool to organize and manage the growing clientele of VGP namely Venture Capital firms and prospective businesses. INSIGHT allows potential business prospects to submit their investment documents in a consistent format for VGP to track and review anytime anywhere. These information and documents will be catalogued according the respective company that VGP has relationship with on a centralized cloud-based data storage for easy access, improving the collaborative experience within VGP internally. Most importantly, INSIGHT will automatically notify VGP in the event of an impending covenant review. Additionally, a macro and micro report of existing investment(s) can be generated to facilitate meetings.

Project Stakeholder

Sponsor: Jeremy Loh, Senior Vice President of DBS VGP initiated this project
Users: DBS VGP & Potential Business Prospects (Startups/SMEs)

Project Deliverable

INSIGHT will be developed in Microsoft ASP .NET (C#) and deployed on HOSTSG. At the end of this project, INSIGHT will be released for the live usage by DBS VGP. Due to security and confidentiality, INSIGHT is independent of the DBS internal network or systems i.e. there will not be any integration with existing DBS internal network or systems e.g. e-mail.

Project Scope

INSIGHT Scope


Core: A web-based customer relationship management tool will be implemented where users can create customer portfolio, send email request to customer for investment documents, view documents uploaded and record minutes of meeting.
Secondary: Building onto the core functions, users will be notified on activities such as follow up actions and review dates. A dashboard will also be implemented to provide a visual overview of existing investments.
Tertiary: Usability features such as user guide and auto complete as well as backup features to export files.
Good-to-Have: Implement Optical Character Recognition (OCR) to extract text from name card for the ease of filling up customer information during creation of customer portfolio.