Web Portal – Portfolio Management

Proposal

Document Ref: DM/QMS//0909-07/P

Version 1.0

Sept 7, 2009

RAJNISH & CO
Kingdom of Bahrain

Company Confidential
Portfolio Management Project Version 1.0

Abbreviations & Acronyms

Abbreviation/Acronym Description

DreamMakers DreamMakers Computer

RFP Request for proposal

RAJNISH & CO CLIENT

Reference.

The RFP and scope provided during DreamMakers Executives via email and telecon.

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EXECUTIVE SUMMARY

Thank you for the opportunity to present this proposal, which outlines DreamMakers
offer of services for software development services to the RAJNISH & CO

DreamMakers has the capability to deliver services encompassing all aspects of the
software development cycle

The costs of various services are outlined based on the configuration and extent of
services expected by RAJNISH & CO. Therefore it was imperative to interact with the end
customer through RAJNISH & CO to get the final scope for a clear understanding of the
customer’s short-term as well as long term business strategy and the needs after which
a full fledged development plan is laid out for the successful and timely delivery.

Thank you,

TITUS VARGHESE

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CONTENTS

Executive Summary ii

1. Introduction 05

2. Background 06

3. Scope 06

4. Technology 08

5. Timelines 10

6. Risk & Mitigation Strategies 11

7. Logistics 12

8. Action plan 13

9. Financials 14

10. Payment terms 15

11. Cooperation between contractual partners 16

12. Conclusion 16

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1. INTRODUCTION:

We thank RAJNISH & CO for providing us an opportunity to offer SOFTWARE

DEVELOPMENT SERVICES.

We specialize in:

• IT Strategy & Consulting

• IT Solutions Design & Development
• IT Solutions Implementation & Training
• Secured web hosting end to end managed services
• IT Man-power Resourcing & Management
• Business Analysis & Back-office services
• Out-sourced Processing center Operations

Web Management Services is one of the major areas of Business operations for
DreamMakers.

This document enlists the scope of the services together with the deliverables, estimates
of cost and the resource requirements for undertaking this software delivery.

However, it would be a necessity to have a user requirement checklist to match the

exact nature of deliverables with that of what has been proposed in this document.

We are keen to participate in this unique & challenging business services opportunity and
we hope to exceed the expectations with our products & services that will form part of
this opportunity.

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2. BACKGROUND:

DreamMakers, an IT solutions company is a fully integrated solution provider within a

wide spectrum of Industries like Banking, Energy, Education, HealthCare, Telecom and
Embedded System. DM provides Customized software development and IT consulting
services to Client’s globally, to help them develop potentials that will transform their
business outlook and capability. DM collaborative work approach with the Clients ensures
optimal solutions in the shortest possible time.

3. SCOPE AND FEATURES OVERVIEW:

To develop a Portfolio Management Web portal.

Scope
To develop web application for creation of a Portfolio Management Web Portal for
RAJNISH & CO. DreamMakers will bring-forth its expertise & experience as part of its
development contribution leading to “Best Practice”.

The software will consist of the following modules

Interfaces:
Professional Corporate web Design as per given branding

Features and Module Listing:

The module listing is placed in the proposal for a initial understanding. Complete Scope
and specifications will be provided on cost confirmation.

Administration modules will contain

1. User Profiling
2. Roles and Administration of Users and Modules
3. Reports
4. Online Payment & Collections
5. Approvals

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Front End modules will contain complete website plus following features
6. Important Documents
a. Passport
b. National Identity Card
c. Others
7. Insurance
a. Life Insurance
b. Vehicle Insurance
c. Medical Insurance
d. Home Insurance
e. Other
8. Regular Savings(SIP’s)
a. Savings
b. Education Planning
c. Others
9. Property
10. Bullion
11. Stocks & Mutual Funds
12. Deposits & Bonds
13. Other Assets/ Investment
14. Regular Incomes
a. Rental Income
b. Business Income
c. Others
15. Loans
a. Credit Cards
b. Personal Loans
c. Others
16. Other Borrowings
17. Alerts
18. Net Worth

Online Payments will be handled using a Payment Gateway.

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4. TECHNOLOGY and OTHER FEATURES:

Development Platform
The entire application will be developed in ASP.Net 2.0. Data base server used for
the entire development will be SQL Server 2005.

Hardware and Software Requirements

Web server Hosting for the application would require
.NET 2.0 Support, MS SQL 2005

General guidelines for UI are as follows:

All the screens should be designed to look the best in 1024*768 screen
resolution.

‘* Mandatory’ is displayed in gray at the bottom left of the screen to
indicate the mandatory fields

All the text field lengths should be designed to fit in the screen.

All the text field lengths should be wrapped to fit in the screen.

When there is an error in any text entered by the user, the focus will be
on the related field.

Error Message: Alphanumeric only – beside a text box.

Performance
Maximum response time for a transaction – will be tested to be minimal
Capacity – Simultaneous users should be supported by the Software
Supportability
N/A

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Environmental Requirements
Working Platform –

Deployment Server: Windows 2003 Server, SQL Server 2005, IIS 6.0, .Net
Framework 2.0

Client Side: IE 6.0 , Microsoft Excel 2003 / Adobe Reader

Cross Reference Matrix

N/A

Portability Requirement
N/A

Maintainability Requirement
The application will be developed by strictly following the coding standard defined
for the project. Proper comments will be used throughout the coding for an easy
maintenance of the code base.

Reliability Requirement
Availability—Application will always be available on the intranet.

Reference to Customer Software Documents

Data collection form v-1 / As per email Sub FW: Survey Requirements

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5. TIMELINES:

The proposed time lines for undertaking and completing the Works on the project are as
below:

# Activity Estimated Time

1. Specifications – Preparation, Review & 14 Days

Approvals

2. Software Implementation & Tuning 120 Days

This time frame includes:

• Software package development as per scope
• User Training
• Roll over for production at RAJNISH & CO site

3. User Acceptance certification at RAJNISH & 14 days

CO

4. Product warranty and Customization 30 Days

Support

Notes:
• Client site refers to RAJNISH & CO
• The time lines as mentioned above assume that the final deployment infrastructure will be in place
while moving to MTP (Move to Production).
• Working days in the timelines stipulated above are Sunday – Thursday.
• The development work will include a user manual that illustrates the operational functionality including
installation/ un-installation and operation in a step by step manner.
• User Training will include the supportive user manuals.

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6. RISK AND MITIGATION STRATEGIES:

No Risks Mitigation Impact

1 RAJNISH & CO will provide RAJNISH & CO will be Delivery

the required spec alerted in advance Schedule will be
documented before the Impacted
start of Project
2 Availability of the server DreamMakers should be Integration
for testing either having an exclusive testing can be
access permission to done only during
RAJNISH & CO Hosted UAT
Server

Onsite

No Risks Mitigation Impact

1 RAJNISH & CO needs to
give DreamMakers a lead-
time of 4 days to start the
work
2 Application environment
needs to be ready before
the resource comes onsite
at the RAJNISH & CO site
RAJNISH & CO will provide Project Schedule
the necessary lead time to
DreamMakers
DreamMakers and RAJNISH Signoff and
& CO will work together to Project Schedule
ensure the environment is
setup prior to the resource
going onsite

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7. LOGISTICS:

The logistics as proposed by DREAMMAKERS in execution of the project would comprise

of:

a. Project Team:
• DreamMakers will nominate the project team consisting of:
- A project Leader
- An On-site System’s Engineer for customization support

b. Communications:

• Majority of communication will be entertained through mail/fax;

DreamMakers will allocate a dedicated Email for exclusive use by the
project team (this is to ensure one point communication);

• Regular Telecon can also be undertaken for Implementation & progress

reviews

c. Resources:

The customization exercise will be carried-out in the in-house lab at DreamMakers

and at the IDC Bangalore / Bahrain.

RAJNISH & CO will allocate the required hardware resources with other
compliments (like networking, operating system, MS-SQL database) for
implementation and training.

d. Safety:

• All run-time systems provided will be archived in at least 2 locations viz.

Local Backup, Server Copies

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8. ACTION PLAN:

DreamMakers will submit a detailed scope to RAJNISH & CO. Based on the receipt of
confirmed Scope and order from RAJNISH & CO with necessary payment approvals,
DREAMMAKERS will proceed to action the following:
• Acknowledge the order
• Nominate & deploy Project Teams
• Development of Project Delivery Schedule highlighting mile-
stones and time-lines for the project
• Prepare and present response questionnaire as part of system
detailed engineering
• Organize & participate in Kick-off Meeting
• Provide sample cuts on the system flow
• Commence Implementation of the Project works in alliance with
project delivery schedule

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9. FINANCIALS:

Description of Activities
Price in USD

Design and development of complete web 27000

application as per modules and features
mentioned in the document.

Training Services
One time training presentation to RAJNISH & CO/End-
User

• Cost does not involve any data migration

• Cost does not involve any onsite travel
• Cost does not involve web hosting and payment gateway
service provider licence costings.

Less Discount
TOTAL 27000

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10. PAYMENT TERMS:

Description of Activities
Terms

Advance along with the confirmed order 60%

of project cost

Upon completion of Pre UAT Presentation on test 20%

server of DM of project cost

Delivery of Project 20%

of project cost

Payments:

Advance has to be paid along with the signed contract for the
work to start. Once the UAT is over, there will be software
release to RAJNISH & CO against which the balance payment
will be done. This will be followed by a product warranty
agreement with support for 30 days. After 30 days there will
be AMC signoff.

All payments are to be paid “DREAMMAKERS COMPUTER” and

payable at par in any of the Banks in Kingdom of Bahrain.

Confidentiality:

DreamMakers undertakes to maintain the confidentiality of

information that is being handled as part of this project.

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11. COOPERATION BETWEEN CONTRACTUAL PARTNERS:

The following cooperation is expected from RAJNISH & CO’s side.

• Minimal time delays during reviews finalization and acceptance.
• Cooperation for providing the necessary templates or any other
information on the company and any other data that would help
DreamMakers to proceed with the development.
• Written communication wherever possible. A formal email/document
should be sent to the project prime.
• Adherence to the holidays of DreamMakers.
• All communication to the development team should go through the project
manager of DreamMakers.
• A single point contact to be provided by RAJNISH & CO.
• If for any reason RAJNISH & CO decides to stop the development after the
purchase order is issued or proposal signoff, it would provide the entire
cost of development to DreamMakers.
• Completion of the Product Warranty and Customization Support is
considered as the end of the project.

12. CONCLUSION:

DreamMakers has the complete wherewithal and resources to deliver the complete range
of services as relating to this software development. DreamMakers is happy to team up
with RAJNISH & CO to be part of this composite service delivery.

For DreamMakers
TITUS VARGHESE
General Manager

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