Sample Proposal

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INFO 620: Information Systems Analysis and Design
Term Project Proposal
Your name and student number here
Date
Project Category: Analysis & Design

1. Title: Analysis and Design of a Simplified Accounting Management System

2. The Problem Statement

A small accounting company would like to create a simplified accounting management system (SAMS) for the operation of the office.

a) Context and Importance of the system

It is critical that any consulting firm, such as an accounting company, be able to manage their accounts receivable, as well as their cash receipts and disbursements. It is important to track these items for the purposes of budgeting and planning, so that management is aware of how much cash has been received and how much cash will be received in the future. It is also important to track these items for the purposes of filing tax returns, as well as for documentation for mandatory financial audits.

b) Overall goals of the system

The overall goals of the system are to keep track of clients, their dependants, billable items, invoices, and payments.

c) Scope of the project

IN-Scope:
SAMS will include only clients and their dependents, service charges, invoices, payments, and reports.
OUT-Scope:
SAMS will not include other office-related activities such as purchasing office supplies, salaries of accountants, office expenses, or other complex tax-related matters.

3. Requirements
3.1 Functional Requirements (partial list)

The system will be password-protected. SAMS will be a multi-user system. SAMS needs to perform the following functions: (1) Add a new client and Add dependents of a client (2) Find a client: (using client number or last name) (3) View client lists

(4) Edit client information: (5) Enter billable items: (5.a) Add monthly service fee: (5.b) Add special charge (6) Generate invoices (6.a) for a specific client (6.b) for all clients



References: (so far) ………..

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