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🗂️ Sapphire CQMS - Customer Query Management System

⚠️ Independent Portfolio Project – This is a practice Business Analysis project created to demonstrate BA proficiency in requirements documentation, agile artifacts, and hybrid project methodology. It is not a real production application.


📋 Table of Contents


👩‍💼 About This Project

This repository demonstrates my skills as a Business Analyst through a simulated project — Sapphire CQMS (Customer Query Management System).

Field Details
Created By Malvin Felicia.P
Purpose BA Portfolio – Skills Demonstration
Project Name Sapphire Customer Query Management System (CQMS)
Version 0.1 – 2026
Methodology Hybrid (Waterfall + Agile)
Target Users 150–200 concurrent users
Platform Web-based internal application

BA Skills Demonstrated

  • ✅ Business Requirements Document (BRD)
  • ✅ Functional Requirements Document (FRD)
  • ✅ Requirements Traceability Matrix (RTM)
  • ✅ Software Lifecycle Process Flow (SLPF)
  • ✅ Wireframes
  • ✅ Epics, User Stories & Acceptance Criteria
  • ✅ JIRA Sprint Management & Agile Artifacts

❗ Business Problem

Customer queries at Zenith (simulated company) are managed manually using Microsoft Excel, creating several operational challenges:

  • No centralized system for query management
  • Difficult to track customer service agent efficiency
  • High risk of queries going unresolved
  • Slow response times with no SLA compliance tracking
  • Poor customer experience due to limited visibility

✅ Solution

Sapphire addresses these challenges by providing:

  • Centralized Ticket Management – All customer queries in one system
  • IVR Integration – Automatic call routing to available agents
  • Real-time SLA Tracking – Monitor compliance and performance
  • Intelligent Service Centre Assignment – Route tickets to nearest centres
  • Multi-channel Notifications – SMS and WhatsApp integration
  • Comprehensive Reporting – Track trends and identify recurring issues
  • 70% Response Time Reduction – Significantly faster query resolution

⭐ Key Features

For Customer Service Agents (CSA)

  • Secure login with role-based access
  • IVR-integrated call reception
  • Ticket creation and management
  • Access to troubleshooting guides

For Service Centres

  • View and accept/decline ticket assignments
  • Update ticket status and close tickets
  • SLA performance tracking

For Team Leads

  • Monitor team performance
  • Approve ticket resolutions
  • View SLA compliance dashboards

For Administrators

  • Manage user profiles and credentials
  • Configure system settings
  • Generate system-wide reports

🏗️ System Architecture

Core Components

  1. Web Application Layer – User interface for all roles
  2. Application Server – Business logic and workflow management
  3. Database Layer – Customer, ticket, and user data storage
  4. IVR Integration Layer – Call routing and management
  5. Notification Gateway – SMS and WhatsApp integration
  6. Authentication & Authorization – Secure access control

👥 User Roles

Role Responsibilities Access Level
Admin User management, system configuration Full system access
Customer Service Agent Handle calls, create tickets, troubleshoot Operational access
Service Centre Accept assignments, resolve field issues Service-specific access
Team Lead Approve resolutions, monitor performance Team oversight access

💻 Technology Stack

Layer Technology
Frontend HTML5, CSS3, JavaScript
Backend RESTful API Architecture
Database Relational DBMS
Integration IVR API, SMS Gateway, WhatsApp Business API
Security RBAC, Password Encryption, Session Management

📁 Project Documentation

📂 01_Waterfall_Documentation

  • BRD – Business Requirements Document
  • FRD – Functional Requirements Document
  • RTM – Requirements Traceability Matrix
  • SLPF – Software Lifecycle Process Flow
  • Wireframes – UI Wireframes

📂 02_Agile_Documents_Artifacts

  • Agile Artifacts Excel – Epics, User Stories & Acceptance Criteria
  • JIRA Screenshots – Sprint boards, backlog, burndown charts

📅 Project Timeline (Simulated)

Phase Duration Status
Requirements Gathering 4 weeks ✅ Completed
Design & Architecture 3 weeks ✅ Completed
Development 12 weeks 🔄 Simulated
Testing 4 weeks ⏳ Simulated
UAT 2 weeks ⏳ Simulated
Deployment 1 week ⏳ Simulated

🎯 Project Scope

In Scope

  • Web-based internal application with 4 user roles
  • IVR call routing functionality
  • Ticket creation and SLA tracking
  • SMS and WhatsApp notification integration
  • Support for 150–200 concurrent users

Out of Scope

  • Call recording functionality
  • Email notifications (SMS/WhatsApp only)
  • Mobile application

📊 Success Metrics

  • 70% reduction in customer query response time
  • 100% tracking of all customer queries
  • 95% SLA compliance across all ticket categories
  • Improved agent efficiency through centralized system

👩‍💼 Author

Malvin Felicia.P Business Analyst


Last Updated: March 2026 Document Version: 1.0 Repository Status: Portfolio Project

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Hybrid BA Portfolio Project – Customer Query Management System using Waterfall + Agile methodology

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