please make a report on the following details provided ... report specifications are given in last image
BEST Financial Planning Thank you for your interest in bidding for the contract to design and install the new network for BEST Financial Planning. The following document has been designed to aid you in the decisions that you make with regard to your technology choices. I hope that the network solution that you develop will enable us to move forward with our usage of technology. I am constantly hearing in the news about new technologies and social networking and I believe that we do not utilize ICT well, creating the potential to fall behind our competitors if this is not rectified. As we do not know about the latest techno gies or the benefits that these could bring to our business. you will need to ensure you explain both what the technologies do and how we will benefit from using them. You have freedom of choice on what technologies you choose for us. Regards, Jack Ero Managing Director - BEST Financial Planning COMPANY OVERVIEW BEST Financial Planning is passionate about identifying financial solutions for families and small businesses. We have been operating since 2005. In this time we have grown to a company with a workforce of 15 employees. Currently, we have plans for expansion to a second office in Bowral in January 2021 We are qualified professionals offering different services to our clients to better their financial position and reach their goals. Our customers benefit from our services: Budgeting Managing cash-flow Salary and Tax Planning, Superannuation, Retirement planning Strategy planning and Investments Many people and businesses form a long-term relationship with their financial planner. The value of financial planning is not only about dollars and cents - it is giving a sense of security and peace of mind about our clients' current and future financial position. We are achieving that by delivering highly personalized advice solutions to our clients. BEST Financial Planning's vision is to continue to grow and protect our clients' assets, helping them to achieve their dreams and goals. We are devoted to being the trusted source of knowledge and leadership to our clients. The current plan to open a branch in Bowral in January 2021 also needs to be factored into the budget with 5 staff initially working at that office. Besides the managing director, we have one manager, four senior financial planners, eight financial advisors, and one administrator. The Bowral office will have one senior financial planner and four financial advisors COMMUNICATION BACKGROUND With the introduction of a new branch in Bowral we are considering the following forms of communication between the two branches: Face to face meetings Scheduled (with the drive being 1 hour between the two locations, we plan that this would occur on a monthly basis for staff meetings) Unscheduled (as needs basis) Telephone Fax Email However, we believe that these constant trips between the braches are not cost-effective. environmental, or good usage of company time. Are there any technologies that we could reduce some of these meetings and the phone costs (voice and fax]? CURRENT NETWORKING TECHNOLOGIES HARDWARE Server (Purchased in 2007) O Dell PowerEdge 1850 (PE1850) Computers (Purchased in 2010) Dell Optiplex 360 (Pentium Dual Core, 2GB RAM, 120GB Hard disk) (15 computers) Other Devices Printer/Photocopier (Purchased in 2010) Networking CATS UTP Cabling Netgear ProSafe 16 Port Switch (Purchased in 2006) Internet Telstra Business Broadband ADSL (10GB plan Website: Telstra Business Online (500MB plan) Note: Both of these services are out of a contract SOFTWARE (NOT ALL PROGRAMS ARE ON ALL COMPUTERS) Windows 7 (Server has Windows Server 2008 R2), Microsoft Office 2010 (Professional Edition), Financial Mappers (Financial Planning Software). COMPUTER USAGE IN THE OFFICES Staff use the computers primarily for their work tasks and administrative tasks associated with the planning process. They also use the computers for sending emails and perform basic web browsing (for example Linkedin is a social networking tool that is used by staff when looking for potential customers). NON-TECHNICAL QUESTIONS What is the budget for the Network Upgrade? $100,000 (This figure will need to include the next 24 months access to the Internet and mobile phones etc.) You do not have to consider traditional telephony as part of this network upgrade, our system is currently under contract with Telstra. Note: Installation and configuration costs need to be calculated at the cost of $120 p.h. You will need to estimate approximate hours to perform the tasks. Is there a need for access away from the office? Our current system does not allow this as an option, but it is something that we would like included if the budget permits. (This access would be for managers, senior financial planners, and financial advisors.) Is there a need to use different software for financial planning? We are very happy with the Financial Mappers software that we are using at the moment. We have just renewed the license for another 24 months and there is no need to use a different one. How is information shared with clients? Currently, only PDF files as attachments are printed or sent in emails to clients. The rest of the time communication occurs via phone. What is the Project Timeline? It is expected that the system would start to be installed 6 weeks after the winning contractor is announced. This would mean that the rollout would start in January (the same time that the Bowral office would start operating). TECHNICAL QUESTIONS Does the company use laptops or desktops? Currently, all of the computers are desktop computers. In the new solution, laptops would be ideal for some staff (managers, senior financial planners, and financial advisors). Does the company use wireless technologies? Not currently (but ideal if you choose laptops for some staff). DIAGRAMS Figure 1. The logical view of Wollongong Manager's Office ar 1 Meeting room Meeting room 20-00 E Key Computer IR Telephone Switch ADSL Router Server Printer Managers once Westin Meeting room Figure 2. Wollongong office 5.6m Meeting Room Office 26m 6.2m Figure 3. Bowral office Best Financial Planning I have spent some time discussing with my colleagues here at BEST Financial Planning about the additional questions that you have given us about our new computer and network needs. We apologize if some of these answers seem brief but we were relying on you to supply ideas to us, we have very limited knowledge about technology in general. We don't know much about brands and current software. But we would prefer quality equipment with 3-year warrantees for expensive items. As you can see from the list of our current devices most of them are quite old and they have suited our needs up until now. However, with the opening of our new Bowral office, we want to rebrand our business and show that we are technologically focused on our operations. Locations Wollongong Office: 200 Crown Street, Wollongong 2500 The proposed location for the Bowral Office: We are going to start renting a unit at 290 Bong Bong Street, Bowral 2576 Please note that both of these locations are rented. Therefore, you cannot put any holes in the walls. The blue lines in the diagrams are current cabling channels that new wires can be added to Meeting Rooms Currently, as you can see from our office layouts, all our meeting rooms have is a table for staff to sit around with clients. There is no technology in our meeting rooms. You have a list of all of the devices that we have. If some meeting rooms are enabled for meetings between the 2 offices, a video would be a lot better than just a voice. Staffing We currently have 15 staff at Wollongong when we open the Bowral office 5 new staff will be employed (senior financial planner and financial advisors). We do not have plans to increase our staff in the next 12 months With the creation of the new network, our staff will need to be trained as we only have basic skills. Senior financial planners and Financial advisors These staffs spend approximately half of their day in meetings with our clients. These staffs spend hours on their mobiles each day, so it would not be unusual for them to spend 1200 minutes of outgoing calls each month. All of our staff with mobile phones (14 staff) are on Telstra's 'Business Mobile Cap Plan 129'. The mobile phones used, are somewhat old and are all out of the contract. With the introduction of Bowral, the office will need 19 mobile phone subscriptions Our staff do not currently have access to the system outside of our office but would be great if it was possible. This could make our staff more productive. Computing/Networking Currently, we don't have anyone managing our network. The company that installed the equipment back in 2010 has gone out of business and we don't have any partner vendor. According to our Telstra bills over the last 6 months, we are using between 9 and 13 GB of data each month. We are unsure what you mean by average internet speed or fast enough, we are told by Telstra that we get the fastest possible broadband speed available in our area. The printer is an all in one unit. We print on average 10,000 pages per month. We are constantly having problems with the printer and we would like this replaced. Other Issues The $120p/h fee is per person conducting the work. Our network is only for our staff, not to be used by clients. If the chosen laptops are with a 15" screen (what we would prefer), it would also need a screen for the office, a keyboard, and a mouse. We have all of the licenses for the financial planning software that we currently use. 1 of 1 CSIT127/HCSI127 Major Project Report - Marking Criteria 2. 3 Excellent Very Good Satisfactory Good Marginal Comments (if any) Poor Criteria Element Title Page Contents Page Table of Figures Executive Summary Introduction Aims & Outcomes of the Project Overview of business concept Advantages of the business concept Your Companies Background Name of your company Your company (history, mission, vision, previous work) The ICT Solution Brief high level description of the techniques / technologies needed to make the solution work Conclusion Summarize the advantages of your solution for Ultimate Recruitment References Amount research conducted Both academic and industry references needed Expression Grammar, spelling etc Cohesiveness of document Presentation Illustrations/ tables Font, style Pagination, numbered headings Overall Comment Final Mark /30 BEST Financial Planning Thank you for your interest in bidding for the contract to design and install the new network for BEST Financial Planning. The following document has been designed to aid you in the decisions that you make with regard to your technology choices. I hope that the network solution that you develop will enable us to move forward with our usage of technology. I am constantly hearing in the news about new technologies and social networking and I believe that we do not utilize ICT well, creating the potential to fall behind our competitors if this is not rectified. As we do not know about the latest techno gies or the benefits that these could bring to our business. you will need to ensure you explain both what the technologies do and how we will benefit from using them. You have freedom of choice on what technologies you choose for us. Regards, Jack Ero Managing Director - BEST Financial Planning COMPANY OVERVIEW BEST Financial Planning is passionate about identifying financial solutions for families and small businesses. We have been operating since 2005. In this time we have grown to a company with a workforce of 15 employees. Currently, we have plans for expansion to a second office in Bowral in January 2021 We are qualified professionals offering different services to our clients to better their financial position and reach their goals. Our customers benefit from our services: Budgeting Managing cash-flow Salary and Tax Planning, Superannuation, Retirement planning Strategy planning and Investments Many people and businesses form a long-term relationship with their financial planner. The value of financial planning is not only about dollars and cents - it is giving a sense of security and peace of mind about our clients' current and future financial position. We are achieving that by delivering highly personalized advice solutions to our clients. BEST Financial Planning's vision is to continue to grow and protect our clients' assets, helping them to achieve their dreams and goals. We are devoted to being the trusted source of knowledge and leadership to our clients. The current plan to open a branch in Bowral in January 2021 also needs to be factored into the budget with 5 staff initially working at that office. Besides the managing director, we have one manager, four senior financial planners, eight financial advisors, and one administrator. The Bowral office will have one senior financial planner and four financial advisors COMMUNICATION BACKGROUND With the introduction of a new branch in Bowral we are considering the following forms of communication between the two branches: Face to face meetings Scheduled (with the drive being 1 hour between the two locations, we plan that this would occur on a monthly basis for staff meetings) Unscheduled (as needs basis) Telephone Fax Email However, we believe that these constant trips between the braches are not cost-effective. environmental, or good usage of company time. Are there any technologies that we could reduce some of these meetings and the phone costs (voice and fax]? CURRENT NETWORKING TECHNOLOGIES HARDWARE Server (Purchased in 2007) O Dell PowerEdge 1850 (PE1850) Computers (Purchased in 2010) Dell Optiplex 360 (Pentium Dual Core, 2GB RAM, 120GB Hard disk) (15 computers) Other Devices Printer/Photocopier (Purchased in 2010) Networking CATS UTP Cabling Netgear ProSafe 16 Port Switch (Purchased in 2006) Internet Telstra Business Broadband ADSL (10GB plan Website: Telstra Business Online (500MB plan) Note: Both of these services are out of a contract SOFTWARE (NOT ALL PROGRAMS ARE ON ALL COMPUTERS) Windows 7 (Server has Windows Server 2008 R2), Microsoft Office 2010 (Professional Edition), Financial Mappers (Financial Planning Software). COMPUTER USAGE IN THE OFFICES Staff use the computers primarily for their work tasks and administrative tasks associated with the planning process. They also use the computers for sending emails and perform basic web browsing (for example Linkedin is a social networking tool that is used by staff when looking for potential customers). NON-TECHNICAL QUESTIONS What is the budget for the Network Upgrade? $100,000 (This figure will need to include the next 24 months access to the Internet and mobile phones etc.) You do not have to consider traditional telephony as part of this network upgrade, our system is currently under contract with Telstra. Note: Installation and configuration costs need to be calculated at the cost of $120 p.h. You will need to estimate approximate hours to perform the tasks. Is there a need for access away from the office? Our current system does not allow this as an option, but it is something that we would like included if the budget permits. (This access would be for managers, senior financial planners, and financial advisors.) Is there a need to use different software for financial planning? We are very happy with the Financial Mappers software that we are using at the moment. We have just renewed the license for another 24 months and there is no need to use a different one. How is information shared with clients? Currently, only PDF files as attachments are printed or sent in emails to clients. The rest of the time communication occurs via phone. What is the Project Timeline? It is expected that the system would start to be installed 6 weeks after the winning contractor is announced. This would mean that the rollout would start in January (the same time that the Bowral office would start operating). TECHNICAL QUESTIONS Does the company use laptops or desktops? Currently, all of the computers are desktop computers. In the new solution, laptops would be ideal for some staff (managers, senior financial planners, and financial advisors). Does the company use wireless technologies? Not currently (but ideal if you choose laptops for some staff). DIAGRAMS Figure 1. The logical view of Wollongong Manager's Office ar 1 Meeting room Meeting room 20-00 E Key Computer IR Telephone Switch ADSL Router Server Printer Managers once Westin Meeting room Figure 2. Wollongong office 5.6m Meeting Room Office 26m 6.2m Figure 3. Bowral office Best Financial Planning I have spent some time discussing with my colleagues here at BEST Financial Planning about the additional questions that you have given us about our new computer and network needs. We apologize if some of these answers seem brief but we were relying on you to supply ideas to us, we have very limited knowledge about technology in general. We don't know much about brands and current software. But we would prefer quality equipment with 3-year warrantees for expensive items. As you can see from the list of our current devices most of them are quite old and they have suited our needs up until now. However, with the opening of our new Bowral office, we want to rebrand our business and show that we are technologically focused on our operations. Locations Wollongong Office: 200 Crown Street, Wollongong 2500 The proposed location for the Bowral Office: We are going to start renting a unit at 290 Bong Bong Street, Bowral 2576 Please note that both of these locations are rented. Therefore, you cannot put any holes in the walls. The blue lines in the diagrams are current cabling channels that new wires can be added to Meeting Rooms Currently, as you can see from our office layouts, all our meeting rooms have is a table for staff to sit around with clients. There is no technology in our meeting rooms. You have a list of all of the devices that we have. If some meeting rooms are enabled for meetings between the 2 offices, a video would be a lot better than just a voice. Staffing We currently have 15 staff at Wollongong when we open the Bowral office 5 new staff will be employed (senior financial planner and financial advisors). We do not have plans to increase our staff in the next 12 months With the creation of the new network, our staff will need to be trained as we only have basic skills. Senior financial planners and Financial advisors These staffs spend approximately half of their day in meetings with our clients. These staffs spend hours on their mobiles each day, so it would not be unusual for them to spend 1200 minutes of outgoing calls each month. All of our staff with mobile phones (14 staff) are on Telstra's 'Business Mobile Cap Plan 129'. The mobile phones used, are somewhat old and are all out of the contract. With the introduction of Bowral, the office will need 19 mobile phone subscriptions Our staff do not currently have access to the system outside of our office but would be great if it was possible. This could make our staff more productive. Computing/Networking Currently, we don't have anyone managing our network. The company that installed the equipment back in 2010 has gone out of business and we don't have any partner vendor. According to our Telstra bills over the last 6 months, we are using between 9 and 13 GB of data each month. We are unsure what you mean by average internet speed or fast enough, we are told by Telstra that we get the fastest possible broadband speed available in our area. The printer is an all in one unit. We print on average 10,000 pages per month. We are constantly having problems with the printer and we would like this replaced. Other Issues The $120p/h fee is per person conducting the work. Our network is only for our staff, not to be used by clients. If the chosen laptops are with a 15" screen (what we would prefer), it would also need a screen for the office, a keyboard, and a mouse. We have all of the licenses for the financial planning software that we currently use. 1 of 1 CSIT127/HCSI127 Major Project Report - Marking Criteria 2. 3 Excellent Very Good Satisfactory Good Marginal Comments (if any) Poor Criteria Element Title Page Contents Page Table of Figures Executive Summary Introduction Aims & Outcomes of the Project Overview of business concept Advantages of the business concept Your Companies Background Name of your company Your company (history, mission, vision, previous work) The ICT Solution Brief high level description of the techniques / technologies needed to make the solution work Conclusion Summarize the advantages of your solution for Ultimate Recruitment References Amount research conducted Both academic and industry references needed Expression Grammar, spelling etc Cohesiveness of document Presentation Illustrations/ tables Font, style Pagination, numbered headings Overall Comment Final Mark /30