CIS4510_PA2 1

Project Assignment 2 Application/Software Name: Finance Tracker Pro Course: IT Project Management CIS4510 Semester: Spring 2024 Group 3 Members: Jessica Heath, Email: jessica_heath@daytonastate.edu Ryan Moises Garcia-Hernandez, Email: ryan_garcia-hernandez@daytonastate.edu Merlyn Coleman, Email: Merlyn_coleman@daytonastate.edu

Application/Software Goal: Finance Tracker Pro is a personal finance application that helps users manage their finances with advanced tracking, budgeting tools, and personalized insights to help make better financial decisions. Methods for Collecting Requirements: We will gather requirements for Finance Tracker Pro using a blend of user interviews, surveys, and focus groups, complemented by feedback sessions. Methodologies, including user stories and use cases, will drive the translation of these requirements into the application’s features and functions. Expected Functions and Features: Finance Tracker Pro stands out in the crowded market of personal finance applications by offering a streamlined and simplified approach to managing your finances. Unlike many of its competitors, Finance Tracker Pro does not require users to connect to their bank accounts or sign in through multiple platforms. This ensures that users can maintain control over their data entry, leading to a more personalized and mindful financial management experience. Our application is designed for individuals who appreciate a hands-on approach to their finances and who wish to actively engage with their budgeting We put privacy and simplicity at the forefront, making Finance Tracker Pro an ideal choice for users who prefer not to share their banking details online or who work with multiple currencies and international accounts that may not be supported by other apps. Below is a comparative analysis of Finance Tracker Pro with other leading finance tracking applications, showcasing how our features are tailored to offer a user-friendly experience while delivering powerful financial insights: Feature Finance Tracker Pro Mint YNAB Quicken CRUD Operations ✓ ✓ ✓ ✓ Personalized Financial Insights Simplified & Manual Entry Complex & Automated Complex & Automated Complex & Automated Multi-Platform Access ✓ ✓ ✓ ✓ User-Friendly Interface Optimized for Ease of Use ✓ ✓ ✓ Financial Updates Manual Automatic Automatic Automatic Customization Options Flexible & User- Defined ✓ ✓ ✓ Bank Account Linking ✕ Enhanced Security ✓ ✓ ✓ In this table, we can clearly see that while Finance Tracker Pro offers similar essential functionalities to its competitors, it differentiates itself by simplifying the process and an additional layer of security,

Budget Plan: In this section, we present the budget plan of "Finance Tracker Pro" app development project. We will outline the financial aspects of our project, including the allocation of resources and the overall budget plan. The project period spans from March 4, 2024, to May 1, 2024, with a dedicated team of three individuals responsible for the design, development, and execution of the Finance Tracker Pro application. While each team member has assigned roles such as Project Manager, Front-end Developer, and Back-end Developer, they will collectively undertake all necessary responsibilities to deliver the final product to stakeholders. Throughout the project timeline, each team member will devote 43 hours to project-related tasks, ensuring a balanced distribution of effort and expertise. The total budget allocated for the Finance Tracker Pro project is $37,937.00, carefully delineated in the table below. This budget encompasses various expenses essential for the successful development and launch of the application, including software tools, infrastructure costs, and personnel expenses. Through meticulous budget management and resource allocation, we aim to optimize efficiency and deliver a high-quality product that meets the needs of our stakeholders. BUDGET PLAN TABLE Resource RATE TOTAL COST Project Manager 43 Hours x $40 hour $1,720 Front-end Developer 43 Hours x $40 hour $1,720 Back-end Developer 43 Hours x $40 hour $1,720 TOTAL LABOR $5,160 Infrastructure and Services: Cloud Storage Subscription 28G Ramx$818.00/monthx12 $9,816 Data Backup Solutions IDrive 100TB* $999.50 Total Infrastructure and Services $10,815.5 Compliance and Legal: Legal Fees for Compliance Review I Instance $3,000 Marketing I Year $1,000 Total Compliance and Legal $4,000 Customer Support and Maintenance Support I Year $1,500 Maintenance I Year $3,000 Total Customer Support and Maintenance $4,500 SUB TOTAL $24,475.5 Overhead 50% of $24,475.5 $12,237.75 Miscellaneous 5% of $24,475.5 $1,223.8 TOTAL $37,937.0

Gantt Chart: In this section, we present the Gantt Chart section for the Finance Tracker Pro project. The Gantt Chart provides a visual representation of the project's timeline and work breakdown structure, covering the period from March 4, 2024, to May 1, 2024. This chart offers a comprehensive overview of the project's tasks, milestones, and resource allocations, facilitating effective project management and coordination. Throughout the project duration, our dedicated team members, Merlyn Coleman, Ryan Moises Garcia- Hernandez, and Jessica Heath, will collaboratively handle various responsibilities, including project management, front-end development, and back-end development. While each team member has assigned roles, they will collectively undertake all necessary tasks to deliver the final product to stakeholders. The Gantt Chart serves as a dynamic tool to track progress, allocate resources efficiently, and ensure timely completion of our project.

1 Finance Tracker Pro Plan 43 days Mon 3/4/24 Wed 5/1/24 1.1 Project Initiation 5 days Mon 3/4/24 Fri 3/8/24 1.1.1 Define project scope 1 day Mon 3/4/24 Mon 3/4/24 Jessica Heath, Merlyn Coleman, Ryan Moises Garcia-Hernandez 1.1.2 Identify stakeholders 1 day Tue 3/5/24 Tue 3/5/24 3 Jessica Heath 1.1.3 Requirements Analysis 1 day Wed 3/6/24 Wed 3/6/24 4 Merlyn Coleman 1.1.4 Compile user requirements 1 day Thu 3/7/24 Thu 3/7/24 5 Merlyn Coleman 1.1.5 Create a requirements document 1 day Fri 3/8/24 Fri 3/8/24 6 Merlyn Coleman, Jessica Heath 1.2 UI/UX Design 10 days Mon 3/11/2 4 Fri 3/22/24 7 1.2.1 Gather Client Input 1 day Mon 3/11/24 Mon 3/11/247 Merlyn Coleman 1.2.2 Design User Interface 5 days Tue 3/12/24 Mon 3/18/24 9 Ryan Moises Garcia-Hernandez 1.2.3 Review Design with Client 2 days Tue 3/19/24 Wed 3/20/24 10 Merlyn Coleman 1.2.4 Develop Prototype 2 days Thu 3/21/24 Fri 3/22/24 11 Jessica Heath 1.3 Programming 17 days Mon 3/25/2 4 Tue 4/16/24 12 1.3.1 Develop Software Models 5 days Mon 3/25/24 Fri 3/29/24 12 Ryan Moises Garcia-Hernandez 1.3.2 Write Code 9 days Mon 4/1/24 Thu 4/11/24 14 Ryan Moises Garcia-Hernandez 1.3.3 Perform Code Reviews 2 days Fri 4/12/24 Mon 4/15/24 15 Ryan Moises Garcia-Hernandez 1.3.4 Report Defects 1 day Tue 4/16/24 Tue 4/16/24 16 Merlyn Coleman 1.4 Implementation 2 days Wed 4/17/24 Thu 4/18/24 17 1.4.1 Deploy Software 2 days Wed 4/17/24 Thu 4/18/24 16 Merlyn Coleman 1.5 Testing 5 days Fri 4/19/2 4 Thu 4/25/24 19 1.5.1 Conduct Unit Testing 2 days Fri 4/19/24 Mon 4/22/24 19 Ryan Moises Garcia-Hernandez 1.5.2 Perform System Testing 2 days Tue 4/23/24 Wed 4/24/24 19 Jessica Heath 1.5.3 Validate Software Functionality 1 day Thu 4/25/24 Thu 4/25/24 22 Jessica Heath

1.6 Staff Training 2 days Fri 4/26/2 4 Mon 4/29/24 23 Merlyn Coleman 1.7 Packaging 1 day Tue 4/30/2 4 Tue 4/30/24 24 Merlyn Coleman 1.8 Documentation 1 day Wed 5/1/24 Wed 5/1/24 23 Jessica Heath Stakeholder Type of Communication Frequency Purpose Project Team Members Email/Instant Messaging Weekly Meetings to discuss progress Back-end Developer Email/Instant Messaging As Needed To provide design updates and receive feedback Front-end Developer Email/Instant Messaging As Needed To discuss technical challenges and solutions Project Planning/Documentation Email/Instant Messaging Weekly To update documentation and project plan adjustments Test Users Surveys/Email After major milestones To collect feedback on the prototype Professor Formal Reports Monthly/Quarterly To report on overall project status Sample Meeting Minutes Date: 02/12/24 Time: 10:00 am Location: Microsoft Teams Attendees: Jessica Heath, Ryan Moises Garcia-Hernandez, Merlyn Coleman Agenda:  Review and finalize the application's functional specifications.  Decide on the database management system and programming languages.  Assign detailed roles and responsibilities based on project needs.  Establish deadlines for the initial development milestones. Meeting Summary: Confirmed the application's requirement specifications as per the user feedback.