Table of Contents

1. Introduction
2. Functional Objectives
3. Non-Functional Objectives
4. Context Model
      Goal Statement    Context Diagram    System Externals   
5. Use Case Model
      System Use Case Diagram   
      Use Case Descriptions   
           Login User
           Register User
           Register Preferences
           Place Order  (Customer)  (Sales Agent)
           Charge Customer
           Bill Customer
           Request Assistance
6. Class Model
7. Appendix

1. Introduction

1.1 Purpose of Document

This is a Requirements Specification document for a new web-based sales system for Solar Based Energy, Inc. (SBE). SBE is a distributor of alternative energy products including windmills, photovoltaics and fuel cells. The new system will upgrade the current websites to provide customers and employees customized browsing of the product catalog and the ability to complete product orders on-line. This document describes the scope, objectives and goal of the new system. In addition to describing non-functional requirements, this document models the functional requirements with use cases, interaction diagrams, and class models. This document is intended to direct the design and implementation of the target system in an object oriented language.

1.2 Project Summary

Project Name:SBE Sales System
Project Manager: Mary Beth Lohse, CEO, CIS 616 Consulting
Project Analysts: Benjamin B. Bolz, Lead Analyst
Cynthia C. Caldwell, Senior Analyst
David D. Dreese, Analyst
Helen H. Hitchcock, Analyst
Responsible Users: Imogene I. Ives, President of SBE
Benjamin B. Baker, Vice-President of Sales

1.3 Background

SBE sells state-of-the-art alternative energy systems utilizing wind and solar power. SBE customers include both individuals and businesses interested in incorporating wind or solar energy sources into either new or existing construction. SBE has identified two trends that they believe will cause explosive growth in the demand for their products. The first is the continuing energy crisis in the western United States. The second is the maturation of fuel cell technology which provides a feasible system for storing excess power generation for later use. SBE sells state-of-the-art alternative energy systems utilizing wind and solar power. SBE customers include both individuals and businesses interested in incorporating wind or solar energy sources into either new or existing construction. SBE has identified several trends that they believe will cause explosive growth in the demand for their products. They include the growing consumer unease with deregulated energy markets, the potential for disruptions to energy imports, and the maturation of fuel cell technology which provides a feasible system for storing excess power generation for later use.

Because of the innovative and technical nature of their products, SBE employs sales agents who can guide customers through the process of choosing an alternative energy system. Other SBE employees are identified as a product "owners". The product owner is the expert on a particular product or product line. As the authoritative source of product information he produces whitepapers--highly technical and focused documents on product specifications.

As alternative energy becomes more mainstream, SBE anticipates changes in the needs of their customers. Some customers will be more knowledgeable and will need less assistance from a sales agent. Expanding sales outside the United States will drive the need to service customers in languages other than English.

Currently there are two separate web sites. The public website (www.sbe.com) is static HTML. It provides general information about SBE and its products. Customers who are interested in ordering are provided contact information for the nearest SBE sales office. The internal website (www.sbesales.com) is restricted to SBE employees and provides detailed product information. Sales orders are placed by agents on this site. Two different Oracle databases underly these sites.

Problems with the current system include

Imogene I. Ives, President of SBE has requested that an analysis be done with a view to reengineering the current sales system. The new system should allow customers direct access to product information and ordering as well as continuing to provide support to the existing sales agent network.

1.4 Project Scope

The scope of this project is a web-based system that supports the marketing of SBE products directly to customers as well as through the existing sales agent network. Advertising of products, inventory control, and account billing are not part of this project.

The two current web sites will be replaced by this new system. In addition, changes to the logical and physical design of the current databases are expected. The actual implementation of a new database system is not part of this project. A web search engine and language translator will be obtained as purchased components for the new system. Their internal details are not part of this project. Issues of website security, other than password protection within the site, are not part of this project.

1.5 System Purpose

1.5.1 Users

Those who will primarily benefit from the new system and those who will be affected by the new system include
Customers:
Upon implementation of the new system, customers will find site navigation, product identification and product ordering easier. Customers will be able to choose whether to buy directly from SBE or work with a sales agent.
Sales Agents:
The new system will provide sales agents with more detailed, accurate and up-to-date product information. They will be informed of potential customers more quickly and they will have faster access to the product owner.
Product Owners:
Product owners will be allowed to maintain the data about their products directly. This will eliminate delays in getting new products or changed product specifications into the system.
Customer Service Department:
The new system should reduce the workload of Customer Service as customers are able to find the information they need from the web-site.
Marketing Department:
Site navigation data could be sent to the Marketing Department. Understanding how a customer uses the web site to make a purchase will result in improvements in getting and keeping customers.
Accounting Department:
Purchase information will be sent directly to Accounting, allowing for more accurate and timely billing.
Shipping Department:
Purchase information will be sent directly to Shipping for inventory control and order processing.
Information Technology Department:
This department will be responsible for implementing the new database, hosting the website and maintaining the system.

1.5.2 Location

The system will be available to any potential customer using the Internet. SBE employees may also use the system from any location and will be able to access restricted areas of the site through a password protection scheme.

1.5.3 Responsibilities

The primary responsibilities of the new system: Other desired features of the new system: The system will not be responsible for account receivables, or inventory control.

1.5.4 Need

This system is needed in order to service the expected increase in demand for alternative energy products. Replacement of the current websites will eliminate the shortcomings of those sites. The new system will allow SBE to rapidly increase sales without a large and expensive increase in the number of sales agents and other customer support employees.

1.6 Overview of Document

The rest of this document gives the detailed specifications for the new sales system. It is organized as follows:

2. Functional Objectives

2.1 High Priority

  1. The system shall allow for on-line product ordering by either the customer or the sales agent. For customers, this will eliminate the current delay between their decision to buy and the placement of the order. This will reduce the time a sales agent spends on an order by x%. The cost to process an order will be reduced to $y.
  2. The system shall reflect a new and changed product description within x minutes of the database being updated by the product owner. This will reduce the number of incidents of incorrectly displayed information by x%. This eliminates the current redundant update of information, saving $y dollars annually.
  3. The system shall display information that is customized based on the user's company, job function, application and locale. This feature will improve service by reducing the mean number of web pages a user must navigate per session to x. It should reduce unnecessary phone calls to sales agents and staff by x%.
  4. The system shall allow employees to view the owner of any product. An employee should be able to contact the correct owner in one phone call x% of the time.
  5. The system shall allow a customer to directly contact the nearest sales office in his region. This will improve service by reducing the time to respond to a customer request to no more than x days.
  6. The system shall provide accounting with accurate purchase transaction data. This will improve customer service by reducing billing complaints by x% and save $y in correcting inaccurate accounts.
  7. The system shall provide shipping with accurate order data. This will allow the order to be processed in x days and inventory to be updated within y hours.

2.2 Medium Priority

  1. The system shall provide a search facility that will allow full-text searching of all web pages that the user is permitted to access. The system must support the following searches:
  2. The system shall make whitepapers available from the product page. This will allow customers to answer product questions themselves, reducing customer support costs by $x annually.

2.3 Low Priority

  1. The system shall allow the user's status to be stored for the next time he returns to the web site. This will save the user x minutes per visit by not having to reenter already supplied data.
  2. The system shall provide marketing with customer navigation information. This information will allow marketing to determine what information prompts a purchase and help target potential customers more effectively. This will increase annual revenue by $x in additional sales.
  3. The system shall translate web pages into the languages of the countries where the company's products are available. This will improve customer service and reduce the number of support calls from foreign customers by x%.

3. Non-Functional Objectives

3.1 Reliability

3.2 Usability

3.3 Performance

3.4 Security

3.5 Supportability

3.6 Online user Documentation and Help

3.7 Purchased Components

3.8 Interfaces

The system must interface with

4. The Context Model

4.1 Goal Statement

The goal of the system is to allow SBE to increase sales revenue by x% over the next y years with only a z% increase in sales and customer service staff by

4.2 Context Diagram

4.3 System Externals

Customer
A customer is any user of the system that has not identified himself as an SBE employee. A customer may search for public product information by keyword, access whitepapers for a particular product, order a product or request assistance from a sales agent. A customer who provides personal information will get search and query results customized to his preferences.
Sales Agent
A sales agent is a user who has been verified as an SBE employee. A sales agent may access all available product information and whitepapers, including the product owner. A sales agent may place an order on behalf of a customer. He will be informed by the system of any customers in his region who have requested assistance.
Product Owner
The product owner is a user who has been verified as an SBE employee. The product owner may update product information and whitepapers for those products for which he is responsible.
Accounting
The Accounting department is responsible for all SBE financial transactions. The Accounting department is informed of all purchases and is responsible for later collection of accounts receivable.
Shipping
The Shipping department is informed of purchases so that it can process the order and update inventory.
Marketing
The Marketing department is responsible for creating demand for SBE products. It will receive website navigation data to use in planning marketing strategies.

5. The Use Case Model

5.1 System Use Case Diagram

5.2 Use Case Descriptions (for selected cases)

Notes:

Login User

Use Case Name: Login User
Summary: In order to get personalized or restricted information, place orders or do other specialized transactions a user must login so that that the system can determine his access level.
Basic Flow:
  1. The use case starts when a user indicates that he wants to login.
  2. The system requests the username and password.
  3. The user enters his username and password.
  4. The system verifies the username and password against all registered users.
  5. The system starts a login session and displays a welcome message based on the user's preferences.
Alternative Flows:
Step 4:
if username is invalid, the use case goes back to step 2.
Step 4:
if the password is invalid the system requests that the user re-enter the password. When the user enters another password the use case continues with step 4 using the original username and new password.
Extension Points: none
Preconditions: The user is registered.
Postconditions: The user can now obtain data and perform functions according to his registered access level.
Business Rules: Some data and functions are restricted to certain types of users or users with a particular access level.

Register User

Use Case Name: Register User
Summary: In order to get personalized or restricted information, place orders or do other specialized transactions a new user must register a username and password.
Basic Flow:
  1. The use case start when a user indicates that he wants to register.
  2. The system requests a username and password.
  3. The user enters a username and password.
  4. The system checks that the username does not duplicate any existing registered usernames.
  5. The system requests a name (*), street, city, state, zipcode(*), phone and email address. Items marked by (*) are required.
  6. The user enters the information.
  7. The system determines the user's location and access level and stores all user information.
  8. The system executes use case Register Preferences.
  9. The system starts a login session and displays a welcome message based on the user's preferences.
Alternative Flows:
  • Step 4: If the username duplicates an existing username the system displays a message and the use case goes back to step 2.
  • Step 5: If the user does not enter a required field, a message is displayed and the use case repeats step 4.
Extension Points: Register Preferences
Preconditions: none
Postconditions: The user can now obtain data and perform functions according to his registered access level.
Business Rules:
  • A registered user's location is the SBE location nearest his zip code.
  • Access levels are
    • 0: A user can access only data classification 0
    • 1: The user can access data classification <= 1
    • 2: The user can access data classification <= 2
    The default access level is 0.

Register Preferences

Use Case Name: Register Preferences
Summary: This use case allows a registered user to enter or change his preferences.
Basic Flow:
  1. The use case start when a user indicates that he wants to enter or modify his preferences.
  2. The system displays all current product lines. It indicates any product lines that the user has currently selected.
  3. The user selects/deselects product lines.
  4. The system displays current language preferences. It indicates the language preference currently selected.
  5. The user may select a different language preference.
  6. The system stores any change to language preference.
Alternative Flows: none
Extension Points: none
Preconditions: The user is logged in.
Postconditions: The system can customize a welcome message based on the user's revised preferences.
Business Rules: Language selections allowed are are English (default), French and German.

Place Order (Customer)

Use Case Name: Place Order
Scenario: Customer places his own order.
Summary: This use case allows a registered customer to place an order for a product.
Basic Flow:
  1. The use case start when a customer indicates he wants to place an order for the current product being displayed.
  2. The system displays the customer's information: name, street, city, zip, phone, email.
  3. The customer may add or change any of the information.
  4. The system stores any changes. If the zipcode has changed, the system modifies the customer's location.
  5. The system requests the quantity to order and the shipping address.
  6. The customer enters quantity and shipping address.
  7. The system displays the payment options available to this customer.
  8. The customer selects a payment option.
  9. The system completes the payment by executing use case Charge Customer or Bill Customer depending on which option was selected.
  10. The system stores the order information, decreases the quantity on hand for the product and sends the order details to Shipping.
  11. The system displays a order completion message and sends a receipt to the user.
Alternative Flows:
Step 9:
If the selected payment method could not be validated, go to step 8 to get another payment option.
Step 10:
If the quantity on hand is not sufficient for this order, a message is sent to the customer and the use case is canceled.
Extension Points: Charge Customer; Bill Customer
Preconditions: The customer is logged in and has completed a search for the product to be ordered
Postconditions: The product is sold.
Business Rules: If a customer has been previously authorized for billing by a sales agent, the customer may billed for the order. Otherwise the customer must pay in full by credit card at the time of the order.

Place Order (Sales Agent)

Use Case Name: Place Order
Scenario: Sales agent places an order for a customer.
Summary: This use case allows a sales agent to place an order for a registered customer. It also allows the sales agent to change the customers access level and payment options.
Basic Flow:
  1. The use case starts when a sales agent indicates he wants to place an order for a customer.
  2. The system requests the customers username.
  3. The sales agent enters the username.
  4. The system displays the registered customer's information, including access level and payment options.
  5. The sales agent makes changes to the customer information.
  6. The system stores any updated information.
  7. The system requests the product id, quantity and shipping address.
  8. The sales agent enters the product id, quantity and shipping address.
  9. The system displays payment options for this customer.
  10. The sales agent selects a payment option.
  11. The system completes the payment by executing use case Charge Customer or Bill Customer
  12. The system stores the order information, decreases the quantity on hand for the product, sends the order details to Shipping.
  13. The system displays a order completion message and sends a receipt to the customer.
Alternative Flows:
Step 11:
If the selected payment method could not be validated, go to step 10 to get another payment option.
Step 12:
If the quantity on hand is not sufficient for this order, a message is sent to the sales agent and the use case is canceled.
Extension Points: Charge Customer; Bill Customer
Preconditions: The sales agent is logged in, knows the username of the customer, his payment method and the product to be ordered.
Postconditions: The product is sold and the sales agent is credited with the sale.
Business Rules: Sales agent have the authority to allow a customer to be billed. They may also increase the customer's access level to product data.

Charge Customer

Use Case Name: Charge Customer
Summary: This use case charges the order currently being placed to a credit card.
Basic Flow:
  1. The use case begins when a user selects "Credit Card" as a payment option, while in use case Place Order
  2. The system requests the credit card number, type and expiration date.
  3. The user enters the information.
  4. The system verifies that the credit card is valid for the amount to be charged and completes the credit card transaction.
  5. The system stores the payment details and returns a success message
Alternative Flows: Step 4: If the credit card cannot be validated the use case ends, returning a failure message
Extension Points: none
Preconditions: The system is executing use case Place Order.
Postconditions: The customer has been charged for the order.
Business Rules: Credit cards accepted are Visa, MasterCard and Discover.

Bill Customer

Use Case Name: Bill Customer
Summary: This system gets the billing details for the order. They will be part of the Daily Transactions Report sent to Accounting in use case Report Daily Transactions. Billing and collection is handled outside this system by Accounting.
Basic Flow:
  1. The use case begins when a user selects "Bill me" as a payment option, while in use case Place Order
  2. The system requests the billing address.
  3. The user enters the billing address.
  4. The system stores the payment details.
Alternative Flows: none
Extension Points: none
Preconditions: The system is executing use case Place Order and the customer is authorized for billing.
Postconditions: Accounting can bill the customer for this order.
Business Rules: Customers can be billed if it was previously authorized by a sales agent.

Request Assistance

Use Case Name: Request assistance
Summary: This use case allows anyone using the web site to request a contact from a sales agent.
Basic Flow:
  1. The use case starts when the customer asks for assistance.
  2. The system displays all product lines, and provides space for the customer to type a (optional) question.
  3. The customer selects the product line(s) he is interested in and may enter a question.
  4. The system asks for a name, email address and zip code.
  5. The customer enters name, email address and zip code.
  6. The system selects a sales agent based on the customer's location and product lines selected in step 3.
  7. The system displays message informing the customer of which agent will be in contact.
  8. The system sends the request information to the selected sales agent. It stores the request information for registered customers.
Alternative Flows:
Step 4:
If the customer is registered and has previously provided his name, email address and zip code the use case skips to Step 6.
Step 6:
If the customer is registered and has previously been assisted by a sales agent, that same agent is selected.
Extension Points: none
Preconditions: none
Postconditions: The sales agent has the customer contact information.
Business Rules: Customers are assigned to a sales agent at the closest SBE location whose specialties most closely match the the product lines the customer has indicated. If there is more than one such sales agent, the one with the fewest customer assistance requests is selected. That sales agent continues to be assigned to that customer for any future requests. The actual contact between the sales agent and the customer is outside the system.

6. The Class Model

7. Appendix

Glossary

Whitepaper
Technical paper containing detailed product specifications.