Project Target v2.

0 Overview
Document

Version 1.0

Date: 01/06/2016

MSG GROUP
COMPANY FOR BUSINESS CONSULTING, SOFTWARE DEVELOPMENT AND MARKETING
 Project Target v2.0 Date: 01/06/2017

OVERVIEW DOCUMENT Version: 1.0

Confidentiality
This document contains information that is proprietary and confidential to MSG GROUP. This information
is provided for the sole purpose of permitting the recipient to evaluate the information. In consideration
of the receipt of this document, the recipient agrees to treat the information as confidential and to not
reproduce or otherwise disclose this information to any persons outside the group directly responsible
for the evaluation of its contents, without the prior written consent of MSG GROUP.

Copyright 2017, MSG GROUP. All rights of reproduction reserved.

All other brand names of products mentioned may be registered trademarks or trademarks of their
respective companies.

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Document revisions
Version Date Author Revision type Revision description
no.

v1.0 01/06/17 Branislav Bijelovic Create Creating Project Target v2.0

Overview document

Referential documents
Document name

N/A

Document validation
Date Person Signature

08/06/17 Miodrag Markovic

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TABLE OF CONTENTS
1. INSTRUCTION ................................................................................................................................................ 5
2. PURPOSE OF THIS DOCUMENT ...................................................................................................................... 5
3. GENERAL OVERVIEW ..................................................................................................................................... 5
3.1. BUSINESS CASE .................................................................................................................................................5
4. OUT OF SCOPE ............................................................................................................................................... 5
5. PT V2.0 .......................................................................................................................................................... 6
5.1. WEB & MOBILE PLATFORMS ...............................................................................................................................6
5.2. INTEGRATION ...................................................................................................................................................6
5.3. INTERACTION....................................................................................................................................................6
5.3.1. PUSH NOTIFICATIONS ....................................................................................................................................6
5.3.2. EMAIL NOTIFICATIONS ...................................................................................................................................6
5.3.3. REAL TIME DATA FLOW .................................................................................................................................6
5.3.4. CHAT..........................................................................................................................................................6
5.3.5. TOOLTIPS ....................................................................................................................................................6
5.4. LOCALIZATION ..................................................................................................................................................7
5.5. FLEXIBILITY.......................................................................................................................................................7
5.6. BUSINESS INTELLIGENCE .....................................................................................................................................7
5.7. FORECASTING (MACHINE LEARNING) ....................................................................................................................7
5.8. PERMISSIONS ...................................................................................................................................................7
5.9. SKINS ..............................................................................................................................................................7
6. TECHNICAL SPECIFICATION (REQUIREMENTS) ............................................................................................... 8
7. SYSTEM ARCHITECTURE ................................................................................................................................. 8
8. DATA FLOW DIAGRAM .................................................................................................................................. 9
9. MODULES ...................................................................................................................................................... 9
9.1. DASHBOARD ....................................................................................................................................................9
9.2. TARGETS .......................................................................................................................................................10
9.3. SALES ...........................................................................................................................................................10
9.4. EMPLOYEES....................................................................................................................................................10
9.5. CUSTOMERS ...................................................................................................................................................10
9.6. ORGANIZATION...............................................................................................................................................11
9.7. STATISTICS .....................................................................................................................................................11
9.8. FORECASTING .................................................................................................................................................11
9.9. TIMELINE .......................................................................................................................................................11
9.10. CHAT ............................................................................................................................................................12
9.11. SETTINGS .......................................................................................................................................................12
9.12. ADMINISTRATION ............................................................................................................................................12
10. INDEX ...................................................................................................................................................... 13

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1. Instruction
Due to the technical nature of this document, MSG GROUP engineers, in cooperation with business
subject matter experts, should be working on its further updates.

If there are significant changes to requirements or design, this document should be updated
accordingly. Before document updates take place, all changes must be verified and approved.

2. Purpose of this document

This document is a Project Target v2.0 (PT v2.0 in further text) overview document, created for use by
MSG GROUP internal team. It is intended to assist the relevant management and technical staff, or anyone
else involved in PT v2.0 project to get general overview of the system.

3. General overview
PT v2.0 system belongs to Sales Performance Management (SPM) group of software solutions and it
serves as helpful tool in sales oriented environments.

Main purpose of PT v2.0 system is to help sales organizations to improve their performance - by guiding
them to their goals.

3.1.Business case
In environments such as vacation ownerships, car dealerships, call centers etc., sales people are paid
according to their performance - usually they get certain percentage per sales they made. It is proven that
people show better performance if they have their targets (goals) in front of them at all times. Based on
this, sales market developed the need for the system that can divide peoples targets into smaller junks
and take them to their main goals.

4. Out of scope
Project target v1.0 system is out of the scope and its not going to be discussed within this document.
After PT v2.0 project is completed - Project target v1.0 will not be supported anymore.

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5. PT v2.0
PT v2.0 is an innovative mobile & web based sales performance management solution that helps sales
oriented companies achieve their goals. With Project Target, sales environments can easily boost their
productivity.

PT v2.0 scope is described in following chapters.

5.1.Web & Mobile Platforms

PT v2.0 system contains both web and mobile apps, for different platforms. Web application is
supported by all major web browsers (Chrome, Mozilla, Opera, Safari, Internet Explorer). For mobile
users there are apps for iOS and Android platforms.

5.2.Integration
One of the main advantages of PT v2.0 is its ability to integrate with other systems. Integration process
is available on database (dB links, interface tables) and application level (API).

5.3.Interaction
PT v2.0 has high level of interaction with its users. On the other hand, users have interaction between
them - within the system. More details in chapters bellow.

5.3.1. Push Notifications

System informs users with push notifications, about different actions that affects them. For example,
user is notified when he reaches his target, or system notifies user that he is transferred to another
team by his team leader etc.

5.3.2. Email Notifications

Users can also be informed through email, about the things that concerns them (e.g. different
performance reports, important date reminders etc.).

5.3.3. Real Time Data Flow

System simulates real time data changes. For example if manager changes targets that change is
automatically reflected on other user screens, without need to reload/refresh the screen.

5.3.4. Chat
Users are able to use internal chat module, in order to improve communication level between
themselves.

5.3.5. Tooltips
System is equipped with tooltips, in order to be more self-descriptive and more intuitive.

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5.4.Localization
PT v2.0 is fully customizable to any of the worlds languages. System administrators can translate the
system manually.

5.5.Flexibility
System is flexible enough to cover different types of business organizations such as vacation ownership,
car dealership, call centers etc. Also, system allows different organizational structures per client.

5.6.Business Intelligence
System provides advanced type of reporting where users can easily access a large amount of data which
they can easily twist and tweak in order to extract valuable information for making business decisions.

5.7.Forecasting (Machine Learning)

Data mining and big data analytics are being increasingly used to predict demand forecasting and
planning. This module uses machine learning algorithms to predict and suggest future business actions.

5.8.Permissions
Users interact with different parts of the system based on their permissions. Permissions are set by
system administrator and assigned to different users.

5.9.Skins
Users are able to choose their preferred graphic interface skin. Skins are basically sets of colors, button
designs, fonts etc. which can be adapted to users personal taste.

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6. Technical specification (requirements)

System environment will be set per each client. Server side of PT v2.0 application and database will be
placed on the same server. Below is a brief description of server environment requirements:

Ubuntu 16.04
CPU Intel(R) Xeon(R) CPU D-1521 @ 2.40GHz Cores: 8 Cache : 6144KB
RAM 2x 16384MB DDR4 ECC 2133 MHz Disks 2 x 480 GB SSD
NEWTORK 250 Mbps bandwidth (speed)
Nginx Web Server - v1.10.1
Python Version 3.6.1
Django Version 1.11.1
MYSQL Version 5.7.18

7. System architecture

PT Client Side PT Server Side

PT Front End

PT Front End

PT Database
PT Back End

PT Front End

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8. Data flow diagram

PT v2.0
Sales
Targets
Organization In Out
Statistics
Employees
Forecasting
Customers

9. Modules
Project Target v2.0 system is a module based application. There are four main modules that are
mandatory, for system to be fully functional:

Organization
Employees
Sales
Targets

Other modules can be treated as extensions that make system more robust, advanced and better fit to
client needs.

Basic functionalities and purposes of each module will be described in following chapters.

9.1.Dashboard
Dashboard module provides users with personalized dashboard pages similar to iGoogle or MyYahoo.
Users can add widgets to their pages and arrange them through the use of a drag and drop interface.
Administrators can create widgets through the use of Settings module defined within the system.

User actions:

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Preview dashboard
Switch on/off widgets
Arrange widgets (drag and drop)

9.2.Targets
Targets module is one of the main modules in the system. Based on their permission, users can manage
targets for whole organization or just some parts of it. Also targets can be managed per users.

User actions:

Preview targets
Enter targets
Edit targets
Delete targets

9.3.Sales
Sales module is also one of the main modules and it is meant for sales management, which basically means
entering sales, assigning sales to organization and employees, editing sales etc.

User actions:

Preview sales
Enter sales
Edit sales
Delete sales

9.4.Employees
Employees module is another main module and it manages users within the system.

User actions:

Preview employees
Enter employees
Edit employees
Delete employees

9.5.Customers
Customers module manages customers (byers) within the system.

User actions:

Preview customers
Enter customers
Edit customers

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Delete customers

9.6.Organization
Organization is also one of the main modules. It is used to manage organization structure, all the
divisions and relations in between.

User actions:

Preview organization
Enter organization
Edit organization
Delete organization

9.7.Statistics
This module provides information on business performances. By monitoring different types of reports,
charts, tables, users can get the big picture on how their business works. Based on the information this
module provides, managers make their business decisions.

User actions:

Preview statistics

9.8.Forecasting
Forecasting module is the most advanced module in the system. It provides instructions to the system
users on how to manage their business. Based on history data, advanced program algorithms (machine
learning) propose the best business solutions for end users. For example, forecasting module can propose
what target would be the best to set for July next year, for some specific team within organization
structure. This type of information is valuable for end users, it makes process of running business easy
and smooth.

User actions:

Preview diverse forecasting

9.9.Timeline
Timeline modules main purpose is to provide history information to the users. Basically, users are able to
see changes that occurred through time which affected their business on some level. For example,
information like changing targets, changing organization structure, employee fluctuation between teams
etc. are easily accessible through Timeline module. Information presented to the users are filtered based
on their permissions.

User actions:

Preview timeline

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9.10. Chat
Within chat module, users can organize themselves per Chat groups (organization teams), in order to
improve their interaction, coordination and better performance.

User actions:

Preview Chat groups

Create Chat groups
Edit Chat groups
Delete Chat groups
Add/remove users to Chat groups

9.11. Settings
Settings module is a tool that system administrators use to setup the system, in order to tune it the way
it fits particular business needs (e.g. set user roles, set permissions, set localization, set target
recalculation behavior, set parameters for different system functionalities etc.).

User actions:

Preview settings
Edit settings
Parameterization

9.12. Administration
Administration module is a special module that system vendor (MSG GROUP) uses to track system
behavior and through which they can intervene in case of need (e.g. restart the system, put it under
maintenance, enable/disable different modules etc.). End users cannot access Administration module by
any terms.

User actions:

System monitoring
System management
Error handling
Etc

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10. Index
Index Description

PT v2.0 Project Target v2.0

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