This is the first deliverable my team turned in. It details what our app is designed to do and our value proposition. As the deliverables progress you can see how the product slowly delops over the semester and how we modify things throughout the design process.
This is the second deliverable my team turned on. It details financial planning, service experience design, requirement analysis, and customer requirement/ what features will satisfy them.
This is the third deliverable my team turned in. It includes a revised version of customer requirements /what features will satisfy them, design elements and features, process design, user onboarding, personal and support, application management, user interaction and workflow, monitoring and evaluation, equipment and resources required.
This is the final deliverable my team turn in. This document shows the detailed steps in resource planning, fixed cost overview, and resource requirement overview. We used all of these documents to put our final presentation together, which can be found below.
This is our first Management Brief. It includes our teams purpose, scope, timeline, potential challenges, key members, and communication plan.
This is the second Management Brief our team wrote. This is just an updated version of the first one with one added section, emerging issues.
This is our SWOT analysis. It details each area of SWOT as well as PESTLEC scan of the environment.
This is FinTimes Promotional Plan. It includes STP, the personal, the PLC, promotional plan, and creative brief.
This is FinTime's Executive Brief. This includes a problem statement, proposed solution, values, development timeline, post development operations, financial projections, and management and team.
This is our team charter. We created this at the beginning of the semester to lay out our purpose and goals, core values, potential obstacles, ground rules and guidance, meetings and communication, and who we are.
This is the Efficiency of Time document. It details how financial advisors would save time using our app compared to if they did the work themselves.
This is the final presentation we presented to the board.
This shows our app compared to the market on a perceptual map.
This shows how the app would work.
This shows our pricing structure, sales forecast and revenue, client projections, and client distributions.
This is our Capital Budget. Please note that we are not experts in the field. We just used the information we learned in our finance class to forecast a reasonable capital budget for financial advisor app.