Computerised quotation system Essay

The task that I am going to provide a solution for is to turn a computerised citation dodging for S & S Insurances.EXISTING SYSTEMdoubting doubting doubting doubting Thomas Davidson is currently a element providing redress for political machines. At present he in accrediteds through a financial institution, S & S Finances. He is a factor working for the dam historic periods tele foreboder S & S Insurances. He has worked with many policy companies in the former(prenominal) trying to find the best deal so that he shadower earn a good amount of profit. He utmostly do a deal with S & S Insurances in which he smoke gain a good amount of commission. His job is to find nodes who would the akins of to buy policy for their machines and he gains a commission of 7.5% for each client to whom he sells a advert.He started his c arer as a broker approximately three years ago after being do redundant as a factory worker assembling car parts. He has no occupyees working for him a t the moment. However his wife helps him with the paperwork when she abide. Thomas works full- clock from his situation interpret, which is located in the heart of Streatham.In the past Thomas has had a lot of experience dealing with customers and clients. He now has a physique of devoted customers who frequently contact him when the revolution for their car insurance is due. Thomas usu totallyy interacts with his customers over the ph sensation from his study some clock however he does conduct business at the home of his customer to their convenience.When Thomas finds an interested client he firstly explains to the client everything that is involved in the summon. In evidence for Thomas to calculate the insurance abduce, he purposes a calculator, a record of tcap up to(p)s with the insurance ratings provided by S & S Insurances and his diary where he notes all the information refine.The insurance ratings constitute a different variety of things the first table is the insurance group, which shows the radical comprise for a car depending on the cars seduce, worth and force play. The oftentimes expensive and powerful the car, higher the basic terms. Thomas hence adjusts the basic embody by multiplying it by various factors, which could affect the insurance. eld is alikewise a factor, the older the subjugate 1 wood is, the less they are considered as a risk. Sex is in any case a factor a pistillate is considered as a less of a risk than males. The area you resist in is in wreakition a criterion which Thomas considers before publicise an insurance quote, if you live in a high risk tenuous area you are worryly to pay more.The customer ordure thus choose what font of insurance he would like trio troupe only, third party fire and theft or fully comprehensive. The insurance to a fault offers an extra driver criterion, which cigaret be added at an ontogeny cost. Thomas then offers a synthesis to the customers if they guar d had no claims transplant from the past year or five years. Thomas then calculates the quote by multiplying the basic cost with all the factor multipliers and check up oning if they can get a discount and then giving the customer the final result. Thomas writes all of the things discussed and inverted commas in his diary.If the client agrees to go ahead with the quote after hearing the final cost, Thomas obtains a word- processed quote, which he then channelises to S & S Insurances. From there S & S Insurances take aim the actual policy and then send it directly to the customer.Thomas does ingest a computer and laptop at home, which his children engage for educational purposes. Thomas has very little knowledge ab off exploitation computers, however to produce the insurance quotes which are word-processed his daughter helps him and recently Thomas has started to produce the quotes by himself since he is gradually learning to intent a computer, even though he is slow with the typing. Thomas cooks hand-written notes ab come divulge all his clients, their levels and policies, which is time consuming and can get tiring and boring despite having a computer due to his lack of computer skills.Furthermore sometimes Thomas wife excessively helps him with the paperwork, if there are too many customers compliments to grant a quote ready.Thomas says that most of his customers find out nigh his business by word of mouth or from the upshot of the advert he has placed in the local newspaper, if he could he would also like to attract more customers to increase the standard of his living.Thomas Davidson finds the existing manual way he comes quotes prolonged and exhausting and would like to automate the governance. He would also prefer to grass more substance ab consumption of his laptop, however his lack of computer skills is a problem and therefore would like to be able to issue quotes on a simple and naive system. He would also like to automate the system so that it would be much faster to issue quotes and therefore would not have to hand too much time doing things manually. At the moment he just now gets anytime to spend with his children especially when there is a heavy workload. Thomas feels that if he were able to get the system to be computerised he would like to employ some staff and expand and preferably shift into an office. He would also like to work with more than one insurance order at the same time if possible in the near future.CONSTRAINTSThere are not many coldnesss however there are a fewer which are important. My expenditurer Thomas Davidson has no experience of apply a computer except for possessing basic typing skills. This means the system provide have to be easy and simple to use and understand.An otherwise constraint is time, although my exploiter does not want the system to be made promptly or as soon as possible. However he would like the computerised system to be created soon so that he can u se it and update all his handwritten manual notes onto the system and be able to use it with future clients.USER REQUIREMENTSMy drug user is Thomas Davidson, who is a broker for S & S Insurances for whom I give be creating a computerised quotation system. He would like the following dealments to be taken into account.* To be able to see the total cost of the insurance quote.* To be able to see the total cost of the insurance quote before a discount is given.* To be able to stain the quotation.* To make sure that system is rock-steady and secure.* To be able to see the details of all the customers such as fore digit, sur material body, age, and the type of insurance they would like.* To be able to bloodline the issued quotes so that they can be utilize at a subsequently date.* To enable phone enquiries to be dealt much quickly.* To make the system user- friendly.* To make sure the info tapeed is accurate.* To make the system look headmaster, systematic and organised.QUANT ITATIVE OBJECTIVES* To use a saying to work out the total cost of the insurance quote.* To use some other formula to work out the cost of the quote excluding the discount.* To be able to ingrain multiple copies of the quotes.* To make the system password defend so a password allow be inviteed in put together to don the system.* To make sure the details about the customers names, surnames, addresses, age and other details can be seen.* To be able to use a command button so selective information can be stored.* To use drop pile boxes to be able to select options. soft OBJECTIVES* To make the system user- friendly I volition create a user interface so that it is easy to move somewhat the system.* To make the system look professional and organised.PERFORMANCE CRITERIAS* The system should be able to use a formula in severalize to work out the total cost of the insurance quote.* The system should be able to use a advisement in gild to work out the cost of the insurance excl uding the discount.* The system should be able to print multiple copies of the insurance quotation.* The system should be password enable, so a password testament be fateed in order to access the system to make sure the system is safe.* The system should show all the details about the customers such as names, surnames, addresses and other details.* The system should be able to store the issued quotes so that they can be employ at a later date.* The system should have drop down boxes so the user can select options quickly and easily.NEW SYSTEMHARDWAREIn order to computerise the quotation system I go away need a Windows XP computer. I allow for also need a QWERTY keyboard and a walk in order to input the data into the spreadsheet. I bequeath be using the hard drive to save the spreadsheet on an internal memory board. I exit also be saving the spreadsheet on an external storage such as CR-RW so that I have a back- up copy of the data in case the original copy is deleted I go away still have another copy. I will also be using a VDU (visual display unit) to see the spreadsheet. I will also be using a printer to print out the quotes so that the user can see them and then send them to S & S Insurances.SOFTWAREIn order to produce the car insurance quotation system I will be using spreadsheet software for many reasons. In a spreadsheet I can use many of the features which will enable me to produce an efficient quotation system. I can use macros, list boxes, jazz band boxes, V Lookup, IF statements and other features in the system.There is other software such as a word- mainframe computer or a database but they are not suitable for this quotation system. Although you can make tables and do basic calculations they are only peculiar(a) as they are not mainly designed for that purpose.I will be using Microsoft Excel 2003 as I do not have any other spreadsheet software operable on my computer. I will also use it as I am more familiar with it as I have utilise it many times in the past.SECURITYI will need to make sure the spreadsheet I create will be kept safe and secure. I will need to make sure the data is secure as I will need to follow the Data Protection forge 1998. In order to comply with the law I will conserve the data safe by having cell protection so if anyone other than me or the user accesses the data he will need to enter the password in order to alter the information. I will also keep a backup copy of the system so if the user loses the original copy he will still have another backup copy.INPUT, PROCESSES AND OUTPUTInputI will input all the data required using a keyboard into the spreadsheet. The input data I will need in order to produce the quotation system are all the customer details and the headings.I will require the following specific data about the customers forename, surname, address, sex, model and make of the car.I will also need the age of the driver, which will be in a grouped arrangement e.g. 17- 19 or 60- 6 5.The type of insurance the driver wants will also be required whether it is, fully comprehensive, third party only or third party fire and theft. I will abbreviate the type of insurance to make it shorter so it would be much quicker to type and also easier.I will also need to know what type of area the driver lives in, as this could be a risk factor, low, medium or high.I will also need to know if the driver would like to state an extra driver or not. I will also need to know the number of claims the driver has made in the past 4 years and whether he is eligible for a discount.The other details I will need to know is about the insurance and which rating the cars are allocated according to their power and cost. I will also need to know about the multipliers so that I can work what I need to multiple the cost, these will be allocated to the sex, age of driver, risk of area and insurance and type.The final detail I will need to know are the number of penalization points the customer has, as having more conviction point will increase the cost of the insurance quote.ProcessesIn order to create the quotation system I will need to carry out a number of processes with the input data in order to produce the output.The fixed data will be the data that I will not change on the spreadsheet such as the main headings e.g. forename, surname, address. The variable data will be the data that will change. The data that will need to be changed are all the details about the customer and his car.In order to fulfil the following user requirements I will carry out a number of processes* To be able to see the total cost of the insurance quote and to be able to see the total cost of the insurance quote before a discount is given.I will be using a formula to calculate the total costs of the quote and also to work out the cost excluding the discount. I will be using a simple Auto sum calculation in order to do this. In order to work out the total cost I will need to use a V Lookup for mula. A V Lookup searches for a shelter in the leftmost column of a table, and then returns a hold dear in the same rows from a column you specify in the table. I will be using a V Lookup formula since I will having different things on different sheets it will need to lookup the values in other cells.* To be able to print the quotation.In order to do this the user can use the board options on the toolbar however to make it easier for the user I will have a macro.* To make sure that system is safe and secure.In order to keep the data safe I will be using cell protection. I will be keeping a password so when someone accesses the file he will be prompted to enter the password. If the password entered is correct he will gain access and be able to change the data. However if an incorrect password is entered an error meat will appear informing the user he cannot gain access.* To be able to see the details of all the customers such as forename, surname, age, and the type of insurance t hey would like.In order to do this I will have a sheet where the details about the customer can be seen.* To be able to store the issued quotes so that they can be used at a later date.In order to do this I will be using macros. Macro is a feature that stores a series of commands so that the user can use them with a case-by-case command. I will be using macros for various things such as printing the quote, storing the quotes, to view the quotes and other tasks.* To enable phone enquiries to be dealt much quickly.In order to fulfil this requirement I will be using a variety of buttons to make it easier for the user. Option buttons are used for choosing one item from a list of options, where you can select one option button at a time. I will be using them so the user can select the sex of the driver, every male or female. Combo boxes can also be called drop- down boxes, which offer a number of choices to the user, one of which maybe selected. I will be using a combo box so that my us er can select the drivers car. By selecting on the drop- down pointer will provide the models of the cars. A list box and combo boxes are alike however a list box shows the choices available without having to click on the arrow.I will be using a list box for the risk assessment of the area and type of insurance, as there are only three options from which the user can select. A check box is a box, which can either be selected or unselected, when you click on the box a tick appears in the box. I will be using a check box for the promulgation of the extra driver. A spinner is made up of two arrows, one point up and the other down. By clicking on the up arrow increases the value and the down arrow decreases the value. I will be using the spinner to choose the number of years the driver has made no claims. I will also be using IF statements in order to see the values of the check box which will check whether the customer would like an extra driver.* To make the system user- friendly.In order to make the printed quote professional and organised I will be adding the name of the company, address, telephone numbers and the company logo at the top. I will also arrange all the information into sections and add colour to make it look more attractive. I will create the macros into buttons so the user can quickly carry the tasks. I will also add a front end to the system. A front end is the name given to the user-friendly interface that will appear on the screen out when the file is loaded. It will provide the user with a number of options. at once the data has been entered I will need to rename the worksheets and insert a defined name for certain data which will be used in calculations.OutputThe output will be the full quote details, which will be on the screen of the computer showing the customer name, address, car details, and the cost of the insurance and without the discount. The output on the screen will also show the macros, which can be used to navigate around th e system.The other output will be the fully modified and professional printed quote that will show the company logo along with the companys address and contact numbers. It will also show the issue date, all the details about the quote and the expiry date of the quote.