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Variable Interest Management
System
A Business Proposal
Strictly Confidential – For Intended Audiences Only

Prepared for:
Samual Washburn
CEO, YourMoney

Prepared by:
Joseph Miller
VP, PI n PSI
Introduction
Company Name: PI n PSI India Pvt. Ltd.
Company Logo:
Presenter’s Name: Joseph Miller, Vice President
Company Website:

www.pipsi.com
Problem Statement
Currently YourMoney does not have a capability to process

variable interest rates. With a limited workforce and
technological capabilities, YourMoney intends to outsource
the work and seeks for proposal.

Solution
A new web based system will be created by PI n PSI which

can process the fluctuating interest rates.
Technical Work Structure
Development of a front end
 Creation of a web based user interface
 Creation of a middle web service layer

Development of a back end process
 Creation of procedures for runtime updated and processes
 Creation of batch job cycle

Creation of separate authorization matrix
Creation of application database
Project Work Structure
Development of technical applications/systems
Integration of existing data with new proposed system
Train & Sensitize YourMoney staff about new system
Provide post deployment support
Technology Information
Front End
Back End
Database
Authority matrix

-

Dot-NET
Cobol
SQL/DB2
Dot-NET

These technologies are chosen based on vendor’s expertise,
available resources, existing system and limitations.
Project Cost Information
Total expenditure on salaries (a)
Total infrastructure cost (b)
Total team building and other cost (c)

Total Project Cost

= Rs. 1260000
= Rs. 700000
= Rs. 63000

=A+B+C
= Rs.2023000

These figures are estimates only and could change depending
upon external or internal factors.
Project Schedule Information
Total Time Estimate

=

9 months

Mon 1

Mon 3

Mon 4

Mon 5

Mon 6

Mon 7

Mon 8

Mon 9

 

Analysis/Design

Mon 2
 

 

 

 

 

 

 

 

Task A

 

 

 

 

 

 

 

Task B

 

 

 

 

 

 

 

Task A

 

 

 

 

 

 

 

Task B

 

 

 

 

 

 

 

 

Section 3

 

 

 

 

 

 

 

 

Integration

 

 

 

 

 

 

Implementation

 

 

 

 

 

 

Section 1

Section 2

 
 

 
 

 

These figures are estimates only and could change depending
upon external or internal factors.
Benefit to the Customer
Automated recording of rates of varying nature and interest

amount calculations.
Better risk assessment and therefore greater risk
management capabilities.
Periodic reports consisting of daily as well as summary data.
Availability of the data due to online nature of application.
Increased control over the access of data.
Effective management of various resources due to time and
cost saving.
More efficient conformity to various regulatory norms.
Better positioning in competitive market.
Company’s Qualification
A proven leader in providing technology based solutions to

financial business.
One of the top 100 companies by The Book of Outsourcing.
Over 1500 qualified and skilled workforce.
More than 100 reputed clients across the globe.
Experience of successfully more than 600 projects for
financial business.
Recommended by many clients for its excellent quality of
delivery.
Additional Terms &
Conditions
+/- 10% of schedule variances are acceptable.
Payment for the project will be settled in three phases:
 30% at the beginning of the project
 35% after 6 months from project start date.
 Rest 35% after final delivery (implementation)

Delay in payment would result in financial compensation

which will be mutually decided but will not be less than Rs.
10000 per month.
Unaccepted or unapproved delay in project output will invite
financial penalty which will be mutually decided but will not
be less than Rs. 50000 per month.
Project’s Team Introduction
Resource

Total Team Size
Skill

Experience

=

Role

7

Area of expertise

Location

1

Project Management >10 Years

Manager

Project management

Company office

2

Financial Market

>7 years

Team Leader

Coordination,
communication and
reporting

Customer office

3

Mainframes

>5 years

Sr. Developer

Cobol, SQL

Company office

4

Mainframes

>3 years

Developer

Cobol, SQL

Company office

5

Web Technologies

>5 years

Sr. Developer

Dot-NET

Customer office

6

Web Technologies

>3 years

Developer

Dot-NET

Company office

7

Web Technologies

>3 years

Developer

Dot-NET

Company office
Thank You!!
Team Members:
 Sharad Srivastava

-

12810076

 Abhay Kumar

-

12810001

 Ankit Katiyar

-

12810010

 Shailendra Shankar Gautam

-

12810075

 Karan Dev

-

12810042

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Business Proposal - IT Project

  • 1. Variable Interest Management System A Business Proposal Strictly Confidential – For Intended Audiences Only Prepared for: Samual Washburn CEO, YourMoney Prepared by: Joseph Miller VP, PI n PSI
  • 2. Introduction Company Name: PI n PSI India Pvt. Ltd. Company Logo: Presenter’s Name: Joseph Miller, Vice President Company Website: www.pipsi.com
  • 3. Problem Statement Currently YourMoney does not have a capability to process variable interest rates. With a limited workforce and technological capabilities, YourMoney intends to outsource the work and seeks for proposal. Solution A new web based system will be created by PI n PSI which can process the fluctuating interest rates.
  • 4. Technical Work Structure Development of a front end  Creation of a web based user interface  Creation of a middle web service layer Development of a back end process  Creation of procedures for runtime updated and processes  Creation of batch job cycle Creation of separate authorization matrix Creation of application database
  • 5. Project Work Structure Development of technical applications/systems Integration of existing data with new proposed system Train & Sensitize YourMoney staff about new system Provide post deployment support
  • 6. Technology Information Front End Back End Database Authority matrix - Dot-NET Cobol SQL/DB2 Dot-NET These technologies are chosen based on vendor’s expertise, available resources, existing system and limitations.
  • 7. Project Cost Information Total expenditure on salaries (a) Total infrastructure cost (b) Total team building and other cost (c) Total Project Cost = Rs. 1260000 = Rs. 700000 = Rs. 63000 =A+B+C = Rs.2023000 These figures are estimates only and could change depending upon external or internal factors.
  • 8. Project Schedule Information Total Time Estimate = 9 months Mon 1 Mon 3 Mon 4 Mon 5 Mon 6 Mon 7 Mon 8 Mon 9   Analysis/Design Mon 2                 Task A               Task B               Task A               Task B                 Section 3                 Integration             Implementation             Section 1 Section 2           These figures are estimates only and could change depending upon external or internal factors.
  • 9. Benefit to the Customer Automated recording of rates of varying nature and interest amount calculations. Better risk assessment and therefore greater risk management capabilities. Periodic reports consisting of daily as well as summary data. Availability of the data due to online nature of application. Increased control over the access of data. Effective management of various resources due to time and cost saving. More efficient conformity to various regulatory norms. Better positioning in competitive market.
  • 10. Company’s Qualification A proven leader in providing technology based solutions to financial business. One of the top 100 companies by The Book of Outsourcing. Over 1500 qualified and skilled workforce. More than 100 reputed clients across the globe. Experience of successfully more than 600 projects for financial business. Recommended by many clients for its excellent quality of delivery.
  • 11. Additional Terms & Conditions +/- 10% of schedule variances are acceptable. Payment for the project will be settled in three phases:  30% at the beginning of the project  35% after 6 months from project start date.  Rest 35% after final delivery (implementation) Delay in payment would result in financial compensation which will be mutually decided but will not be less than Rs. 10000 per month. Unaccepted or unapproved delay in project output will invite financial penalty which will be mutually decided but will not be less than Rs. 50000 per month.
  • 12. Project’s Team Introduction Resource Total Team Size Skill Experience = Role 7 Area of expertise Location 1 Project Management >10 Years Manager Project management Company office 2 Financial Market >7 years Team Leader Coordination, communication and reporting Customer office 3 Mainframes >5 years Sr. Developer Cobol, SQL Company office 4 Mainframes >3 years Developer Cobol, SQL Company office 5 Web Technologies >5 years Sr. Developer Dot-NET Customer office 6 Web Technologies >3 years Developer Dot-NET Company office 7 Web Technologies >3 years Developer Dot-NET Company office
  • 13. Thank You!! Team Members:  Sharad Srivastava - 12810076  Abhay Kumar - 12810001  Ankit Katiyar - 12810010  Shailendra Shankar Gautam - 12810075  Karan Dev - 12810042