An insurance company wants to start campaigns for its new products to be sold to
the prospective customers. Campaign means advertising of the products through
channels like Tele marketing, letters, signboards, TV Commercials, etc. There are
different campaigns for different products and there is a specific period for each
campaign.
Existing Scenario
Before the campaign starts, estimates are made on sales to be achieved, budget
allocation for each campaign and variance allowed (%) both for sales and budget.
When the actual data is captured, the actual variance (%) is calculated. The
difference between the actual and the estimated variance gives the insurance
company an insight into their estimation and it helps in making strategic decisions
about budgets and campaign periods.
Proposed Solution
You have to develop the system, which captures the data related to various proposed
campaigns, products details, and sales related data. It will also store the actual sales
details so that necessary reports/ comparisons can be generated for analysis.
There will be different users of the system with restricted access.
Functional Requirements
Users of the system : Employees of the Campaign department. Here again any
number of groups can be assumed. For example, groups which have rights to view
only the reports in HTML Format, groups having rights to enter/update/delete data,
etc.
User will start with the login page in which username and password are entered. This
screen should also provide a functionality to change the password. To change the
password, it should ask for the old password, new password and confirm new
password.
Based on the group, to which the user belongs, relevant modules are shown.
Modules are
Campaign Master – which captures the master data for the campaigns for
the product category and for the given period
Product Master – All the new products for which campaigns are to be
done.
Estimated Budget Campaign - The information about the estimated
campaign budget, sales target, period, type of campaign will be captured.
Various formulae can be put to cross check the budget allocation with the
period/type of campaign and type of product. For example, say for a
campaign of 3 months by tele-marketing for xyz product type, the budget
should be abc amount. These validations can be put on the client side.
Assumption on various details (like gifts to be given to customers in
campaign period, discounts, etc) to be captured for a campaign apart from
the ones mentioned can be helpful.
Actual Budget Campaign – This will be similar to the above module except
that it will capture the actual data
Statistics – Here different reports can be shown as follows
Different campaigns for different products in a given time frame
Variance reports (estimated vs. actuals)
Sales target reports vis a vis campaigns
Help – Describing operation of the whole application
Administration – Here users can be assigned to groups and the groups in
turn can be assigned rights to different modules.
In addition to this, we can have a help link on each of the modules.
help !! Campaign Information System
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