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Proposal
Version 1.0
Sept 7, 2009
RAJNISH & CO
Kingdom of Bahrain
Company Confidential
Portfolio Management Project Version 1.0
Abbreviation/Acronym Description
Reference.
The RFP and scope provided during DreamMakers Executives via email and telecon.
EXECUTIVE SUMMARY
Thank you for the opportunity to present this proposal, which outlines DreamMakers
offer of services for software development services to the RAJNISH & CO
DreamMakers has the capability to deliver services encompassing all aspects of the
software development cycle
The costs of various services are outlined based on the configuration and extent of
services expected by RAJNISH & CO. Therefore it was imperative to interact with the end
customer through RAJNISH & CO to get the final scope for a clear understanding of the
customer’s short-term as well as long term business strategy and the needs after which
a full fledged development plan is laid out for the successful and timely delivery.
Thank you,
TITUS VARGHESE
CONTENTS
Executive Summary ii
1. Introduction 05
2. Background 06
3. Scope 06
4. Technology 08
5. Timelines 10
7. Logistics 12
8. Action plan 13
9. Financials 14
12. Conclusion 16
1. INTRODUCTION:
We specialize in:
Web Management Services is one of the major areas of Business operations for
DreamMakers.
This document enlists the scope of the services together with the deliverables, estimates
of cost and the resource requirements for undertaking this software delivery.
We are keen to participate in this unique & challenging business services opportunity and
we hope to exceed the expectations with our products & services that will form part of
this opportunity.
2. BACKGROUND:
Scope
To develop web application for creation of a Portfolio Management Web Portal for
RAJNISH & CO. DreamMakers will bring-forth its expertise & experience as part of its
development contribution leading to “Best Practice”.
Interfaces:
Professional Corporate web Design as per given branding
The module listing is placed in the proposal for a initial understanding. Complete Scope
and specifications will be provided on cost confirmation.
Front End modules will contain complete website plus following features
6. Important Documents
a. Passport
b. National Identity Card
c. Others
7. Insurance
a. Life Insurance
b. Vehicle Insurance
c. Medical Insurance
d. Home Insurance
e. Other
8. Regular Savings(SIP’s)
a. Savings
b. Education Planning
c. Others
9. Property
10. Bullion
11. Stocks & Mutual Funds
12. Deposits & Bonds
13. Other Assets/ Investment
14. Regular Incomes
a. Rental Income
b. Business Income
c. Others
15. Loans
a. Credit Cards
b. Personal Loans
c. Others
16. Other Borrowings
17. Alerts
18. Net Worth
Development Platform
The entire application will be developed in ASP.Net 2.0. Data base server used for
the entire development will be SQL Server 2005.
Performance
Maximum response time for a transaction – will be tested to be minimal
Capacity – Simultaneous users should be supported by the Software
Supportability
N/A
Environmental Requirements
Working Platform –
Deployment Server: Windows 2003 Server, SQL Server 2005, IIS 6.0, .Net
Framework 2.0
Client Side: IE 6.0 , Microsoft Excel 2003 / Adobe Reader
Portability Requirement
N/A
Maintainability Requirement
The application will be developed by strictly following the coding standard defined
for the project. Proper comments will be used throughout the coding for an easy
maintenance of the code base.
Reliability Requirement
Availability—Application will always be available on the intranet.
5. TIMELINES:
The proposed time lines for undertaking and completing the Works on the project are as
below:
Notes:
• Client site refers to RAJNISH & CO
• The time lines as mentioned above assume that the final deployment infrastructure will be in place
while moving to MTP (Move to Production).
• Working days in the timelines stipulated above are Sunday – Thursday.
• The development work will include a user manual that illustrates the operational functionality including
installation/ un-installation and operation in a step by step manner.
• User Training will include the supportive user manuals.
Onsite
7. LOGISTICS:
a. Project Team:
• DreamMakers will nominate the project team consisting of:
- A project Leader
- An On-site System’s Engineer for customization support
b. Communications:
c. Resources:
RAJNISH & CO will allocate the required hardware resources with other
compliments (like networking, operating system, MS-SQL database) for
implementation and training.
d. Safety:
8. ACTION PLAN:
DreamMakers will submit a detailed scope to RAJNISH & CO. Based on the receipt of
confirmed Scope and order from RAJNISH & CO with necessary payment approvals,
DREAMMAKERS will proceed to action the following:
• Acknowledge the order
• Nominate & deploy Project Teams
• Development of Project Delivery Schedule highlighting mile-
stones and time-lines for the project
• Prepare and present response questionnaire as part of system
detailed engineering
• Organize & participate in Kick-off Meeting
• Provide sample cuts on the system flow
• Commence Implementation of the Project works in alliance with
project delivery schedule
9. FINANCIALS:
Description of Activities
Price in USD
Training Services
One time training presentation to RAJNISH & CO/End-
User
Less Discount
TOTAL 27000
Description of Activities
Terms
Payments:
Advance has to be paid along with the signed contract for the
work to start. Once the UAT is over, there will be software
release to RAJNISH & CO against which the balance payment
will be done. This will be followed by a product warranty
agreement with support for 30 days. After 30 days there will
be AMC signoff.
Confidentiality:
12. CONCLUSION:
DreamMakers has the complete wherewithal and resources to deliver the complete range
of services as relating to this software development. DreamMakers is happy to team up
with RAJNISH & CO to be part of this composite service delivery.
For DreamMakers
TITUS VARGHESE
General Manager