1.0 Project Sponsor: Michael Palmquist (CEO of Solar Nexus) Since 1996, Michael has worked in the solar industry, and since 2000, he has been in the software industry. In addition to his experience in solar contracting, he has also worked on enterprise software development projects. He was involved in all aspects of the business, including sales and marketing, system design, and implementation. After switching to enterprise software development, he created specifications upon which developers built their applications. 2.0 Introduction/ Background Solar Nexus provides solar business management software to make the process of selling, and maintaining solar systems cheaper, faster, and more profitable. In addition to increasing sales and lowering costs, the solution streamlines sales, operations, and administrative processes. It is a web-based application that facilitates collaboration, both internally among team members as well as externally with key suppliers and partners. The mission of our company is to develop software solutions that enhance profitability for participants throughout the solar deployment value chain, including installers, integrators, manufacturers, distributors, financing providers, and customers. Through our application, users can streamline business management processes and share information across the solar deployment chain. The software is used by many of the country's top solar installers on a daily basis. Having to use many different tools to complete a single solar installation was unnecessary and time- consuming. Within just a few days, our innovative workflow helps us progress from an address to a completed solar design, financial analysis, and sales proposal. Our platform is known for its user-friendliness. By conducting remote site surveys, designing accurate commercialits user-friendliness. By conducting remote site surveys, designing accurate commercial projects, presenting winning proposals, and providing precise energy production estimates to clients, users can save time. Using our application, you can schedule site surveys, track sales, manage projects, and more. The custom dashboards feature enables users to view information based on their role in real time.Deliverable Acceptance Form Date: 10/12/2022 Project Name: Business Management Software for Solar Contractors Deliverable Name: Milestone Deliverable 1 - Project Initiating Project Manager: Project Sponsor: Michael Palmquist (We), the undersigned, acknowledge and accept delivery of the work completed for this deliverable on behalf of our organization. My (Our) signature(s) attest(s) to my (our) agreement that this deliverable has been completed. No further work should be done on this deliverable. If the deliverable is not acceptable, reasons are stated, and corrective actions are described. Name Title Signature Date Project Manager 10/10/2022 Project Sponsor 10/10/2022 Team Lead 10/10/2022 Project Champion 10/10/20223.0 Business Objective The objective of our business is to significantly reduce the widespread and costly final product quality classes that are prevalent in the solar manufacturing industry. Through our platform, we transform the process of selling and delivering solar projects. We offer our customers a seamless customer experience from first impression to project completion. The technologies we offer enable solar systems to be economical and enable solar professionals to design and sell an optimal solar project quickly. We also think broadly when communicating the benefits of our product. Our marketing and sales approach will be highly beneficial and useful for our project rather than marketing them alone as an end-product. It could also be done through word of mouth as in when people are aware of the product it could add to more profit and highly beneficial to the industries in and around us. 4.0 Kick off meeting Date: 10/11/22 Meeting Time: 12:45 PM Venue: Conference Room Contact Information: 216-301-5662 Attendees:5.0 Current Situation and Problem/Opportunity Statement Currently, the business doesn't use CRM software. As a result, there is no realistic chance of attracting customers. If the team does not realize how much time is wasted on repetitive, tedious tasks like finding customer information manually, they will never realize how much time is wasted. In addition, it will be difficult to learn each other's best practices from members of the same team or different teams. Without a CRM system, data collection can be challenging. The whole business can be ruined by outdated or inaccurate data when you work with customers. It's easy for sales representatives and front-desk employees to become overwhelmed by the number of apps and tools available. Therefore, they might not be able to be as productive as they could be. This is due to the fact that they spend too much time tracking data and moving it between systems. As a result, leads can be lost and opportunities for closing deals can be missed. It seems that employees are spending a lot more time managing these systems than finding new customers. CRM systems integrate all customer information for convenient access and storage. This can increase productivity since different tools don't need to he managed senarately6.0 Critical Assumption and Constraints Cost: The project has a defined budget of $1.8 Million Time: The project is scheduled to complete in 14 months. Risk: The assumptions from the researched online data could be incorrect. Conflict within the team, Scope creep Quality: The quality of all the resources used in the project must be of the highest grade. Risk Assessment Risk Probability Potential Impact Steps to Manage Risk Requirement creep High Getting the project off Make sure to a successful start stakeholders are kept in the loop and communicate with the team in an open and effective manner Product costs may Low Decreased annual Ensure that production exceed the estimate profits is increased, resulting given in a decrease in overall costs. Disputes between High On the deliverable and | Have effective team members overall project outcome | communication within the team and try solving any small conflicts that arise immediatelyConstraints: 1. Preventing unnecessary changes while implementing the required changes only 2. Poor communication between stakeholders, sponsors, and management 7.0 Analysis of Option and Recommendation There are 3 options for addressing this project: 1 . Since the business is doing well, so we still can continue to operate without introducing the ne w project. 2. Increase the number of employees so that we can finish the work on schedule, improving output and effectiveness. 3. Design and implement the new technology capabilities using existing hardware and software. Base on discussing with stakeholders, we agree that option 3 is the best. 8.0 Preliminary Project Requirements Identify the primary purpose. Execution Procedures of the Project Focus on user requirements Define product features Component, API, UI Testing . Performance Latency and Response time 9.0 Budget Estimate and Financial Analysis # WBS Level 1 |7. Prepare Cost estimate and cost baseline for your project