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Project Progress Summary

You can find our Mid-term presentation slides Media:IS480-MidTermPresentation -FINAL-.pdf

Summary Overview

Team Optimus was formed on 1st of May 2012. Since 13th June 2011, we have gone through 9 Sprints.

In our first 4 Sprints, the team placed much emphasis on the analysis and requirements(functional & non-functional) gathering for our Scorecard project, defining the starting situation, project objectives and scope. It was also crucial that we understood and were familiar with our Client's Infrastructure, Framework and meet their application development standards.

During the past 3 months, our team accomplished the following:

  • Picked up Enterprise JavaBeans (EJB), a component-based architecture for developing, deploying, and managing our client's application in a production environment.
  • Converting my sql into JPA annotations, understanding the JPA query structure and performing queries using JPQL and JPA
  • Designed and planned the blueprint for our Scorecard dashboard
  • Responsible for the Initialization, Analysis, Design, Development , Test and Roll out of a RM Qualitative Scorecard that integrates onto the bank's existing platform
  • Organizing primary and secondary requirement gathering with Business Development, documenting detailed business requirements, conducting walkthroughs with technology leads and system analysts, designing test scenarios aligned with the bank's standards for testing and planning and managing the upcoming User Test which will involve RMs
  • Project based role requiring high degree of interaction with various internal departments and management (Business Development, Development, Business Technology, Delivery Management and Project Portfolio Office
  • Developed and Integrated a working application with 60% of the functionalities which are built from scratch leveraging off Liferay Technology


The team is confident of completing the project by Finals

Project Highlights

Value of this project

1 Eliminate manual workflow
  • Moving from paper based workflow to an automated system workflow.
  • Cost savings in terms of time and productivity. RM’s time are very expensive, so whatever we can do to improve their efficiency is cost savings for the bank.
  • Reduce discontinuity risk & increase support level for Client
2 Enhance Workbench system & save development costs
  • The bank spent CHF 2 million in overall cost to develop the Workbench Application (over 1 year). Discounting the level of complexity and the learning curve required, the development by the students saves the bank approximately CHF 100,000 on software development cost (13 weeks of software development by 6 persons, minus 25% for productivity / learning curve)
3 Increased security & tighter access rights control
  • The Scorecard will be integrated with the bank's standard for security applications for managing access rights to ensure confidentiality and robust access control.


What unexpected events occurred?

  • Took 4 weeks to be familiarized with [EJB]
  • Took 2 weeks to be familiarized with the Liferay technology(an open sourced collaboration technology)
  • Took 3 weeks to learn and convert all MySql Queries to pure [JPA code] (Adhering to Bank's standards)
  • Took 3 weeks to Setup and replicate Bank's development Environment (Software and all required plugins) on our machines
  • Integration onto the Bank's environment was more complex than expected
  • Adhering to the stringent testing procedures / standards of the bank was extremely thorough but time consuming
  • After project acceptance, 14th -20th August the team decided to go on a short holiday (summer vacation) / return back to their respective hometowns
  • Team member dropped laptop, thereafter computer crashed unexpectedly, losing work
  • Team member's upgraded RAM was incompatible causing crashes
  • New Functionality: Revoke Scorecard added
  • New Functionality: Compensation Scorecard added
  • New Functionality: Admin - View Scorecard Uploaded Status
  • Partially new requirements for functionality : Access Control, realised what we required for SC was not what the bank has on their system, requires us to develop our own menu and integrate thereafter
  • Functionality: Comments was moved from Sprint 7 to Sprint 9 because it ties in with the compensation scorecard workflow
  • Functionality: Workflow was moved from Sprint 8 to Sprint 9 because it ties in with compensation scorecard function
  • SIT 1 was scheduled to roll out on the 24th Sept 2012, it was pushed to 1st Oct 2012. Consulted Client's testing team, unable to proceed for testing if access control function was not implemented.
  • Our Access Cards that accesses the bank on weekends was revoked and had to reapply, causing delays in integration of codes.

Intermediate Deliverables

Stage Specification Modules
Project Management Minutes Minutes Repository
Metrics Bug metrics
Requirements Story cards [View Excel Files Status][Upload Excel Files][Publish and Revoke Scorecard][Reupload Scorecard with comments][View Scorecard][Modify Scorecard Targets][Submit Scorecard][Manage Comments Trail][View Scorecard Workflow Status][Approve Scorecard][Scorecard Submission Workflow][Compensation Scorecard Submission Workflow]
Analysis Use Case Use Case
Use Case Specifications Use Case Specifications
Overall System Workflow [View Detailed Version with Logic ]
Screen Shots HR, Call Reports, Outstanding, Quality, Advisory, Client Base
Design ER Diagram [v1][v2][v3]

[v4] [v5]

Testing User test plan Instructions

Project Management

Scorecard liferay.png

Timeline:

Timeline (Acceptance State)

OptimusAcceptanceTimeline2012.png

Timeline (Midterm State)

OptimusMidtermTimeline2012.png

Milestones:

AcceptanceStatesMidtermStates.jpg

Project Scope:

Scope
Environment Setup
Human Resource
Call Reports
Outstanding Deficiencies
Client Base
Advisory Suitability Checks
Quality
Admin Release Scorecard
Admin View Uploaded Files
Access Control Menu for Filter
Excel Upload
Comments
Workflow
Portlet's detailed view and Account numbers
Quarterly Targets Indicators
Compensation Scorecard (New!)
Admin View Scorecard submission status (New!)
Truncate long quarterly remarks(New!)
Admin View Scorecard submission status (New!)

Project Status Overview

Scope Status Confidence Level
Environment Setup Completed
Human Resource Completed
Call Reports Completed
Outstanding Deficiencies Completed
Client Base Completed
Advisory Suitability Checks Completed
Quality Completed
Admin Release Scorecard Completed
Admin View Uploaded Files Completed
Access Control Menu for Filter Completed
Excel Upload In-Progress (Analysis) 1
Comments In-Progress (Analysis) 1
Workflow In-Progress (Analysis) 1
Portlet's detailed view and Account numbers In-Progress (Analysis) 1
Quarterly Targets Indicators In-Progress (Analysis) 1
Compensation Scorecard (New!) In-Progress (Analysis) developed Power-point prototype 1
Revoke Scorecard (New!) Completed 1
Truncate long Quarterly remarks (New!) Completed 1

Project Status Detailed View:

OPTIMUS's Detailed Project Status XLS

Highlight changes to modules, the completion status (implemented, user testing done, client approved, deployed, etc), the confidence level (0-1 where 0 is no confident of getting it done, 1 is 100% confident in getting it done) and comments (who has been assigned to do it, new scope, removed scoped, etc). Please use a table format to summarize with links to function details.

Task/function/features, etc Status Confidence Level (0-1) Comments
Create Access Control Menu for Filter (Select EAM, Select RM, Select Quarter, Refresh) 100% / Integrated / Not Tested 0.1 Weng has to lias with our client's developers that is responsible for IAFS (an in house user access control system) to understand how we can integrate Scorecard and utilize the RM's teaming
Create Human Resource UI 100% / Integrated / Tested 0.1 Weng is researching on how to display outputs - This is the first time the team is exposed to the Liferay technology that we are utilizing, thus the low confidence level. Learning curve is steep. Necessary to figure out the creation of rows and columns
Create Call Reports UI 100% / Integrated / Tested 0.5 Weng - Not fully confident as we are still familiarizing ourselves with the Liferay technology of creating rows and columns that are similar to that of Human Resource and Call Report Portlets.
Create Quality UI 100% / Integrated / Tested 0.3 Weng - Quality portlet requires the use of tab views on the front end. This is the first time we are implementing this on Liferay. Not used in Human Resource or Call Reports portlet. Thus the low confidence level
Create Outstanding UI 100% / Integrated / Tested 0.6 Weng - Outstanding Deficiencies is a huge portlet with an additional pop-up when the "blue Info" button is clicked. This presents a detailed breakdown with more parameters of measurement. Multiple rows and columns required. Very tedious and time consuming. First time exploring the creation of pop ups in Liferay
Create Advisory UI 100% / Integrated / Tested 1 Weng - Normal Portlet with rows and columns
Create Client Base UI 100% / Integrated / Tested 0.7 Weng - Client Base portlet is similar to outstanding Deficiencies. It is a gigantic portlet with addition pop-ups with tab viewing that presents detailed breakdown of more parameters that are meaningful to the RM.
Create Compensation Scorecard UI Not Started 0.8 Muar - We Intend to commence this function during our recess break. Since the team has no other commitments, we are dedicating all resources to completing this function. In addition, we have gathered all the necessary requirements from front end users, stating what they want to see in the Compensation Scorecard and how the data would be presented.
Create Comments (Compensation Scorecard and also Quarterly Scorecard UI) Not Started 0.6 Muar - Comments incorporates workflow which is something that the team has yet to explore. We will utilize the recess week to develop this function
Create Alerts / Notification (Pop-ups, alert portlet) UI Not Started 0.3 Muar - Alerts are being populated every time a Scorecard is being sent for approval to a manager. Utilize recess week to complete this function
Create Administrator (View Uploaded Excel Files) UI 80% / Not Integrated 0.7 Weng - We have partially developed the front end view that allows the administrator to view the excel files which have been uploaded, populating a "Green Tick" if upload has been completed, a "Red Tick" otherwise.
Create Administrator / Data Owner (Upload Excel Files)UI 80% / Not Integrated 0.8 Weng / Yan Xin - Create a view that allows users to upload excel files.
Create Administrator function to (Release Scorecard / Revoke Scorecard) UI 100% / Not Integrated 1 Weng - We have partially developed this function, allows the administrator to view the release scorecard button when the necessary files (IT_Relationships) is in. The revoke feature is used to retract that particular's quarter's Scorecard.
Quarterly Target Indicators Not Started 1 Weng - to populate a trend indicator based on previous and current quarter's data
Quarterly Remarks - Truncate and read more 100% / Integrated / Tested 1 Weng - was requested as a new function by the front office people, to ensure that the Liferay dashboard does not look too cluttered. When Read more is being clicked, it will display more comments.
Call Reports - Total Number per Quarter 100% / Integrated /Tested 0.5 An - Having been familiar with JPA and EJB and the Liferay framework. we have identified which database it would be pulling data from and displayed
Call Reports - Average Per Relationship 100% / Integrated /Tested 0.5 An
Call Reports - Number of relationships without CR for the last 6 months 100% / Integrated /Tested 0.5 An
Quality (Account Applications) - Total Submitted 100% / Integrated /Tested 0.5 An
Quality (Account Applications) - Number sent back by L&C (due to insufficient KYC info) 100% / Integrated /Tested 0.5 An
Quality (Account Applications) - % of applications sent back by L&C (due to insufficient KYC info) 100% / Integrated /Tested 0.5 An
Quality (Credit Exposure) - Number of cases of Credit exposure without prior credit approval 100% / Integrated /Tested 0.5 An
Quality (Operational Gain & Loss) - Loss (Amt in CHF) 100% / Integrated /Tested 0.5 An
Quality (Operational Gain & Loss) - Loss (No. of Events) 100% / Integrated /Tested 0.5 An
Quality (Operational Gain & Loss) - Gain (Amt in CHF) 100% / Integrated /Tested 0.5 An
Quality (Operational Gain & Loss) - Gain (No. of Events) 100% / Integrated /Tested 0.5 An
Quality (Waivers & Refunds) - Amt (in CHF) 100% / Integrated /Tested 0.5 An
Quality (Waivers & Refunds) - No. of events 100% / Integrated /Tested 0.5 An
Outstanding (Mandatory Docs MAS 626) - No. of Documents >120 & Total 100% / Integrated /Tested 0.8 An - multiple columns/rows and tabs, each row and tab requires a different logic and query
Outstanding (Mandatory Docs MAS 626) - No. and % of Accounts with Deficiencies > 120 100% / Integrated /Tested 0.8 An - multiple columns/rows and tabs, each row and tab requires a different logic and query
Outstanding (Mandatory Docs NON-MAS 626) - No. of Documents >120 & Total 100% / Integrated /Tested 0.8 An - multiple columns/rows and tabs, each row and tab requires a different logic and query
Outstanding (Mandatory Docs NON-MAS 626) - No. and % of Accounts with Deficiencies > 120 100% / Integrated /Tested 0.8 An - multiple columns/rows and tabs, each row and tab requires a different logic and query
Outstanding (Outstanding Written Confirmations) - 1- 12 months / >12 months / Total 100% / Integrated /Tested 0.8 An - multiple columns/rows and tabs, each row and tab requires a different logic and query
Outstanding (No. of Accounts with Outstanding Written Confirmations) - 1- 12 months / >12 months / Total 100% / Integrated /Tested 0.8 An - multiple columns/rows and tabs, each row and tab requires a different logic and query
Outstanding (Outstanding Investment Profiles) - >90 days / Total 100% / Integrated /Tested 0.8 An - multiple columns/rows and tabs, each row and tab requires a different logic and query
Outstanding (AMLS Comments Overdue) - % of AMLS comments overdue (RM and Superior Level) 100% / Integrated /Tested 0.8 An - multiple columns/rows and tabs, each row and tab requires a different logic and query
Outstanding (Risk Based Clients Reviews Overdue) - Total and % of Number of accounts with reviews overdue 100% / Integrated /Tested 0.8 An - multiple columns/rows and tabs, each row and tab requires a different logic and query
Outstanding (Mandatory Docs MAS 626 - Detailed view) - Total Outstanding / 0-60 days / 61-120 days / >120 days 100% / Integrated /Tested 0.8 An - multiple columns/rows and tabs, each row and tab requires a different logic and query
Outstanding (Mandatory Docs MAS 626 - Detailed view) - Number of documents outstanding / 0-60 days / 61-120 days / >120 days 100% / Integrated /Tested 0.8 An - multiple columns/rows and tabs, each row and tab requires a different logic and query
Outstanding (Mandatory Docs NON MAS 626 - Detailed view) - Number & % of accounts with deficiencies 0-60 days / 61-120 days / >120 days 100% / Integrated /Tested 0.8 An - multiple columns/rows and tabs, each row and tab requires a different logic and query
Outstanding (Mandatory Docs NON MAS 626 - Detailed view) - Pending Documents total / 0-60 days / 61-120 days / >120 days 100% / Integrated /Tested 0.8 An - multiple columns/rows and tabs, each row and tab requires a different logic and query
Outstanding (Outstanding written confimations - Detailed view) - total / outstanding <6 months /6-12 months / >12 months 100% / Integrated /Tested 0.8 An - multiple columns/rows and tabs, each row and tab requires a different logic and query
Outstanding (Outstanding Investment Profiles - Detailed view) - total / 0-90 / >90 days 100% / Integrated /Tested 0.8 An - multiple columns/rows and tabs, each row and tab requires a different logic and query
Outstanding (AMLS comments - Detailed view) - No. and % of comments overdue (RM) and (Superior) 100% / Integrated /Tested 0.8 An - multiple columns/rows and tabs, each row and tab requires a different logic and query
Outstanding (Risk Based Clients Reviews Overdue - Detailed view) - Total number and % of accounts with reviews overdue 100% / Integrated /Tested 0.8 An - multiple columns/rows and tabs, each row and tab requires a different logic and query
Human Resource - Attendance for mandatory trainings 100% / Integrated /Tested 0.1 An is researching on Java Persistence API (JPA) and Enterprise JavaBeans (EJB). These are new technologies to us, having to learn the liferay framework from scratch, do self testing. It is also necessary that a good overview and understanding of the system is clarified, where the data will be pulled from and how to form the Queries necessary.
Human Resource - Amount of CPD hours 100% / Integrated /Tested 0.1 An
Human Resource - PARC Year-end review 100% / Integrated /Tested 0.1 An
Human Resource - PARC Goal Setting 100% / Integrated /Tested 0.1 An
Client Base - Total number of relationships 100% / Integrated / Tested 1 An
Client Base - Number of accounts 100% / Integrated / Tested 1 An
Client Base - % of Total AuM booked in Singapore 100% / Integrated / Tested 1 An
Client Base - Unfunded & inactive relationships 100% / Integrated / Tested 1 An
Client Base - Relationships > 12 months old 100% / Integrated / Tested 1 An
Client Base -Relationship Type(Detailed view) - Unfunded 100% / Integrated / Tested 1 An
Client Base -Relationship Type(Detailed view) - Unfunded and Inactive 100% / Integrated / Tested 1 An
Client Base -Relationship Type(Detailed view) - <CHF 250k 100% / Integrated / Tested 1 An
Client Base -Relationship Type(Detailed view) - <CHF 250k and >12 months 100% / Integrated / Tested 1 An
Client Base -Relationship Type(Detailed view) - CHF 250k - 1 million 100% / Integrated / Tested 1 An
Client Base -Relationship Type(Detailed view) - CHF 250k - 1 million and > 12 months 100% / Integrated / Tested 1 An
Client Base -Relationship Type(Detailed view) - >= CHF 1 million 100% / Integrated / Tested 1 An
Client Base -Funding/Activity of Account(Detailed view) Total no. of accounts/Funded/Unfunded/Unfunded & >12 months old/Inactive 100% / Integrated / Tested 1 An
Client Base - Wealth Bracket of Relationships(Detailed view) Unfunded / Unfunded and Inactive 100% / Integrated / Tested 1 An
Client Base - Wealth Bracket of Relationships(Detailed view)- <CHF 250k/<CHF250k and >12months/CHF 250k-1 million/CHF 250k-1million and > 12months / >=CHF 1 million 100% / Integrated / Tested 1 An
Advisory - Advisory Framework Suitability Checks (Number and % of accounts with alerts) 100% / Integrated / Tested 1 An
Advisory - Advisory Framework Suitability Checks (Number and % of accounts with overdue alerts) 100% / Integrated / Tested 1 An
Advisory - Type of overdue alerts (Product Risk, Complexity, Equity Allocation, Al Allocation, Leverage,Downside Derivative Purposes, Concentration Risk, Mandate) 100% / Integrated / Tested 1 An
Compensation Scorecard - Client Documentation (% of accounts with Mandatory Documents (regulatory defined) outstanding for > 120 days Not Started 1 Muar - will use the recess week to complete this function,
Compensation Scorecard - Client Documentation Not Started 1 Muar - will use the recess week to complete this function,
Compensation Scorecard - Compliance Monitoring Not Started 1 Muar - will use the recess week to complete this function,
Compensation Scorecard - Training Not Started 1 Muar - will use the recess week to complete this function,
Compensation Scorecard - Client Excellence Not Started 1 Muar - will use the recess week to complete this function,
Compensation Scorecard - Comments / Submit Scorecard Not Started 1 Muar - will use the recess week to complete this function,
Workflow - Submitting of comments for quarterly scorecard review Not Started 1 Muar - Will use recess week to complete this function
Workflow - Approve / Review Scorecard Not Started 1 Muar - Will use recess week to complete this function
Admin - View Scorecard submission status 80% / Not Integrated 1 Weng - We have partially developed the front end view that allows the administrator to view the excel files which have been uploaded, populating a "Green Tick" if upload has been completed, a "Red Tick" otherwise.
Portlet's detailed view of accounts and percentages Not Started 1 Weng / An - To give a detailed breakdown view of what the numbers make up (ie which account number, how many of such documents etc)

Project Schedule (Plan VS Actual)

Planned Actual
Sprint Task Start End Start End Comment
4 - Starts 16 July 2012 Setting up of Environment on our laptops 16/7/12 25/7/12 18/7/12 29/7/12 We started the setting up of the environment 2 days late, had to get security clearance from Head of Security to extract the necessary files (Liferay, Eclipse, necessary plugins and configurations(Maven and Jboss, Java 1.5 and IE 8) from USB ports. USB ports are all disabled in the bank. It took us 4 days longer than expected to learn and familiarize ourselves with Client's development environment
Setting up of Databases and defining Database structure 27/7/12 31/7/12 27/7/12 03/8/12 -
5 - Starts 30 July 2012 Develop Human Resource UI 30/7/12 02/8/12 30/7/12 05/8/12 Took 3 days longer than planned, had to self learn how to display outputs on Liferay - This is the first time the team is exposed to the Liferay technology that we are utilizing. Learning curve is steep. Necessary to figure out the creation of rows and columns. Had to meet the 6th August deadline as we had a pre-project acceptance meeting scheduled with Prof Ben Gan.
Develop Call Report UI 31/7/12 03/8/12 05/8/12 05/8/12 Started on this portlet 5 days late, due to the delay in understanding how to display outputs on Liferay (Human Resource UI) Completed this portlet on the same day we started
Develop Human Resource Logic 30/7/12 02/8/12 30/7/12 05/8/12 Took 3 days longer than planned, had to research on Java Persistence API (JPA) and Enterprise JavaBeans (EJB). These are new technologies to us, having to learn the liferay framework from scratch, do self testing. It is also necessary that a good overview and understanding of the system is clarified, where the data will be pulled from and how to form the Queries necessary. Was stuck and unable to display data dynamically from DB to Liferay (Highlighted to supervisor)
Develop Call Report Logic 31/7/12 03/8/12 05/8/12 05/8/12 Still familarizing ourselves with JPA and EJB and the Liferay framework used in Human Resource portlet. we have also identified which database it would be pulling data from and displayed. Requirements gathered were clear. As above we were unable to display data dynamically (We eventually solved this issue 2 days later)
Creation of Entity Classes with getters and setters 30/7/12 03/8/12 30/7/12 03/8/12 -
Mapping of Staging DB and Data Cache 30/7/12 03/8/12 30/7/12 03/8/12 -
Develop Quality UI 14/08/12 17/08/12 14/08/12 19/08/12 Completed Quality portlet 2 days late.Quality portlet requires the use of tab views on the front end. This is the first time we are implementing this on Liferay. Not used in Human Resource or Call Reports portlet. Under-estimated the complexity of task and over-estimated the capability of tasked resource
Develop Advisory Excellence Suitability checks UI 18/08/12 20/08/12 18/08/12 20/08/12 -
6 - Starts 21 August 2012 Develop Outstanding Deficiencies UI 21/08/12 22/08/12 21/08/12 21/08/12 Function was completed on the same day it started
Develop Client Base UI 22/08/12 23/08/12 21/08/12 21/08/12 Function was completed on the same day that Outstanding Deficiencies UI started.
Develop Excel upload UI 23/08/12 26/08/12 23/08/12 26/08/12 More time was allocated to the development of the Excel upload interface (Task complexity high)
Develop CSV validation 22/08/12 05/09/12 22/08/12 07/09/12 2 Days late - The conversion from SQL to JPA queries took a while as we had to do some reading up (Yan Xin)
Develop CSV re-upload with audit trail 23/08/12 09/09/12 24/08/12 09/09/12 Had some issues with the last portion of re-upload of excel files with audit trail (weng)
7 - Starts 10 September 2012 Quarterly Remarks - Truncate and read more 10/09/12 11/09/12 10/09/12 11/09/12 Weng
Create Administrator (View Uploaded Excel Files) UI - - 12/09/12 12/09/12 Weng
Create Administrator function to (Release Scorecard / Revoke Scorecard) UI - - 12/09/12 14/09/12 Weng
Revise Logic for Human Resource 10/09/12 12/09/12 10/09/12 12/09/12 An
Revise Logic for Call Report 13/09/12 14/09/12 13/09/12 14/09/12 An
Create Logic for Quality 15/09/12 19/09/12 15/09/12 19/09/12 An
Create Logic for Advisory 20/09/12 21/09/12 20/09/12 21/09/12 An
Integration of 6 portlets UI onto Clients environment 18/09/12 18/09/12 18/09/12 18/09/12 Integration of 6 portlets onto Clients environment
8 - Starts 24 September 2012 Create Logic for Outstanding 24/09/12 26/09/12 24/09/12 28/09/12 2 days longer. An's computer crashed, did not save files
Create Logic for Client Base 26/09/12 30/09/12 26/09/12 30/09/12
Create Access Control Menu for Filter (Select EAM, Select RM, Select Quarter, Refresh) 28/09/12 30/09/12 28/09/12 01/10/12 The integration of Access Control Menu onto client's environment was more complex than expected.We realised we had to code this function on Client's environment,we had no access to the office on Sunday (30/09/12) thus this function was delayed by a day
9 - Starts 08 October 2012 (Recess Week) Quarterly Targets Logic (display of trend indicators) 08/10/12 08/10/12 Wengs (action item)
Portlet's detailed view of accounts and percentages 08/10/12 10/10/12 Wengs(action item)
Complete Excel Upload Function 11/10/12 11/10/12 Wengs(action item)
Compensation Scorecard UI 08/10/12 08/10/12 Muar (action item)
Comments (Quarterly,Compensation Scorecard UI) 08/10/12 08/10/12 Muar (action item)
Compensation Scorecard Logic 09/10/12 09/10/12 Muar (action item)
Comments (Compensation Scorecard logic) 09/10/12 11/10/12 Muar (action item)
Comments (Quarterly logic) 11/10/12 12/10/12 Muar (action item)
Workflow Status Logic 13/10/12 14/10/12 Muar (action item)
Admin - View Scorecard submission status (submitted or pending submission) 12/10/12 14/10/12 Wengs (action item)


Project Risks:

[Risks Analysis Page]

Project Risks.png


Technical Complexity:

  • Analyze and perform data-crunching for 18 different CSV files.
  • Meets BJB’s 2-second performance standard.
  • Integrate into Workbench system, helping BJB achieve its target of all-in-one solution.
  • Working with industry standard technologies (EJB, JPA, Liferay framework, etc).

Testing

Optimus has planned for the Functionality Testing (FT) to be carried out for the integration of the six portlets and IAFS on the bank’s server. We have obtained paper-based data/results from the bank for comparison to data/results derived from back-end logic we have developed on our own. Essentially, we will be checking our derived results against those of the bank’s to observe if our outputs are accurate.

As for User Testing (UT), users will receive a copy of our designed test cases prior to the implementation of testing. After which, they will log into their respective accounts (as admin) and view a given RM’s account, checking his/her relevant data against the expected output (paper-based data/results). Users will then proceed to record down the actual (displayed) results in the test case, and indicate if the functions passes or fails that particular testing.


You can download our documents below:

Documents Link
Test Plan
Test Cases

Reflections

Individual Reflections

An Reflection Weng Reflection
An The Dung.JPG
  • Hard skills: I have had the opportunity to work on various industry standard technologies (JPA, EJB, Liferay Framework), bringing them together to build up a working solution for Bank Julius Baer's Relationship Managers.

  • Soft skills: Project management and communication skills are the key learning points I have gained since the start of FYP. Given the packed schedules and demanding workload, I have to manage my part of project and collaborate closely with other members to ensure the quality of our products.
Weng.JPG
  • It's a Marathon: Every project is going to have its fair share of problems, some of which bring the entire team down. There were times we all felt way below par, and it was these times learnt the best way to handle this was to drop your ego, and pick yourself and the team up. A word of encouragement can go very far.

  • FYP Makes You "God-like": Secondly, I learnt that this course has given us the ultimate aura that only can be seen by non-programmers. FYP has made all the non-IS friends I have kowtow to me in awe every time I just blurt the acronym “F-Y-P”. Not a bad thing eh! One time I probably said to my friends “F-Y-P” over 251 times. Best day ever!
Yan Xin Reflection Hailey Reflection
Yan Xin.JPG
  • Communication is the key: Communication is vital when working in the team. Always communicate with your team mates whenever in doubt so that you won't do something that is wrong. Clarify them at the very start so you won't have to double work. Time is extremely precious when doing IS480, so you won't want to waste it by doing wrong things over and over again. It is something very simple yet many still don't do it.
  • Time Management: IS480's workload is very heavy. There are so many tasks to complete within a short period of time. Besides, we are also taking up other modules besides IS480. Hence, learning to manage time wisely is very important to cope well with the rest of your school work. Prioritise your tasks well
Hailey.JPG
  • Communication: Regardless of whatever tasks we have been assigned with, I realized that it is of utmost importance for us to communicate amongst one another. On paper, the tasks may cover different aspects of the entire project (coding, designing, testing, documenting etc.) but underneath it all, these are all intricately linked. Without a doubt, we can all still carry out our tasks. However, without constant communication, we may be putting ourselves at a disadvantage instead as we could potentially waste time re-aligning our tasks towards the same deliverables.

  • Only questions which are not asked, are dumb questions: Whenever you realize you have doubts that require clarifications, get the answers immediately. Questions that are never asked will never be answered. Especially with a tight schedule to be followed, it is necessary for us to keep asking questions in order to stay on the same page constantly, not leaving any one behind.
Joel Reflection Muar Reflection
Joel.JPG
  • Teamwork counts: Everyone on the team is responsible for completing the task as efficiently and thoroughly as possible. If one person slacks off, the whole team suffers, and the other team members will become resentful of that person. This resentment will only undermine the ability of the team to work together. That said, it is also important that the team work together to ensure that everyone does their part.


  • Check twice, cut once: Before tackling a task, be clear about what needs to be done, and what the goal of the project is. It is important to have a project plan and/or specs to follow, and to make sure they are understood. Then follow those plans to make sure that they are being followed accurately. It helps to check out any questions or changes with your team members, check twice, cut once saves a lot of trouble and time spent in fixing mistakes.
Muar.JPG
  • Business – IT gap: Gathering requirements from business representatives and translate it into technical diagram is really challenging.No wonder Business Analyst could earn so much.Prof said “There are always changes in real-life project.” – I believe this 100% now. However, we mitigated this issue by having a consistence meeting with business clients to keep changes in a manageable scope.


  • Diversified team: I am glad that we have an ability diversified team that could back each other up (cover each other’s asses). The team’s spirit is built, Optimus, we can do this!

Optimus's Contributions on IS480 Wiki:

Optimus's lessons learnt and take-aways shared on the IS480 Wiki knowledge base

1. Liferay portal
[Liferay vs Sharepoint]

2. Spring Framework
[Advantages of Spring Framework]

3. Spring Features
[Spring Features]

4. Java Persistence API (JPA)
[JPA]

5. Enterprise JavaBeans (EJB)
[EJB]
[Types of EJB]