Wednesday, 22 May 2013

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PFS Value Manual (Policies & Procedures)

The PFS' Policies & Procedures herein are on all questions of discipline binding on all staff except in so far as these Policies  & Procedures are either expressly or implicitly modified by individual letter of appointment.

The business involves a very private and confidential relationship between the company and its clients; and clients routinely share the most confidential information about their affairs with their consultants. Since the name or reputation is its most important asset, all employees must be aware of the sensitive nature of the information they receive and must take the utmost care never to reveal such information to others or even discuss it in public places under any circumstances.

Precise Financial Systems welcomes you to its policies and procedures for value delivery to her clients and other stakeholders and assures you of an exciting career.  In return we ask for efficiency, honesty and dedication to value delivery from all employees.

PFS' History.. 2

Vision Statement.. 2

Mission Statement.. 3

Organizational Chart.. 3

Your Personal Commitment.. 7

Who Must Follow PFS Compliance Policies. 7

What Employees Must Do... 8

What Leaders Must Do... 8

Value-Manual Frameworks. 9

Penalties for Violations. 10

1.0.. 11

INTRODUCTION... 11

2.0.. 13

POLICIES & PROCEDURES ON TERMS AND CONDITIONS OF EMPLOYMENT.. 13

2.1 Appointment. 13

2.2 Medical Examination.. 14

2.3 Probation.. 15

2.4 Appraisal. 15

2.5 Confirmation.. 16

2.6 Promotion.. 17

2.7 ID Cards. 18

2.8 Hours of Work. 18

2.9 Overtime. 19

2.10 Medicals. 20

2.11 Leave & Leave Allowances. 21

2.12 Personal Loans. 22

2.13 Car Loans. 23

2.14 Housing Loans. 24

2.15 Employment of Married Couples. 24

2.16 Termination of Appointment. 25

2.17 Re-Engagement. 27

2.18 Retirement. 27

3.0.. 29

POLICIES & PROCEDURES ON SALARY ADMINISTRATION AND ALLOWANCES.. 29

3.1 Salary & Review... 29

3.2 Increments. 30

3.3 Allowances & Subsidies. 30

3.4 Bonus. 31

4.0.. 33

POLICIES ON EMPLOYEE CODE OF CONDUCT/RULES AND REGULATIONS.. 33

4.1 Expectations From Employees. 33

4.2 Handling of Company's Assets. 34

4.3 Drug Abuse. 35

4.4 Gifts To Employees. 36

4.5 Absence Through Court Or Police Proceedings. 36

4.6 Prohibition.. 37

4.8 Leaving The Company During Working Hours. 38

4.9 Uniforms. 39

4.10 Disciplinary Procedure. 39

4.11 Suspension.. 39

5.0.. 44

POLICIES & PROCEDURES ON SOFTWARE DEVELOPMENT.. 44

5.1 Business Objectives Documentation.. 44

5.2 User Specifications Documentation.. 44

5.3 UML Model. 45

5.4 Project Timelines & WBS. 45

5.5 Coding.. 46

5.6 Code Testing.. 46

5.7 Final UML Documentation.. 46

5.8 Submitting Code & Technical Specifications to QA.. 47

5.9 Receiving Code from QA.. 47

5.10 Project Development Completion.. 48

6.0.. 49

POLICIES & PROCEDURES ON BUSINESS SUPPORT.. 49

6.1 Project Initiation Documentation.. 49

6.2 Project Contract Agreement/SLA.. 49

6.3 Project Contract Terms Negotiation.. 50

6.4 Project Contract Signing.. 50

6.5 Project Initial Payment Processing.. 51

6.6 Project Payments Book-keeping.. 51

6.7 Project Final Payment Processing.. 52

6.8 Project Payments Terms. 52

6.9 Banking Policies. 52

6.10 Project Payments Posting Tickets. 53

6.11 Client's Maintenance plan & Fee. 53

6.12 Client's File. 54

6.13 Maintenance Plan Renewal. 54

6.14 Project Closure. 55

6.15 Debtors. 55

6.16 Project Implementation Commencement. 56

6.17 Project Implementation Completion.. 56

6.18 User Training Planning.. 57

6.19 Training Centre Booking & Logistics. 57

6.20 Training Materials. 58

6.21 Training Evaluation.. 58

7.0.. 59

POLICIES & PROCEDURES ON CLIENTS AND PARTNERS SUPPORT.. 59

7.1 Receiving Project License. 59

7.2 Pre-Implementation Human Resource Planning.. 59

7.3 Project Initiation Meeting.. 60

7.4 User Requirements Gathering.. 60

7.5 Non-Disclosure Agreements. 61

7.6 Implementation Timelines and WBS. 61

7.7 Project Scoping.. 62

7.8 Implementation Planning.. 62

7.9 Project Initiation Documentation.. 63

7.10 Interface Requirements Documentation.. 63

7.11 Receiving Tested Solution from QA.. 63

7.12 Solution Installation at Client's Site. 64

7.13 User Acceptance Test. 64

7.14 User and Technical Training.. 65

7.15 Project Go-Live. 65

7.16 Project Implementation Completion.. 66

7.17 Client's Satisfaction Evaluation.. 66

7.18 Project Change Control. 67

8.0.. 68

POLICIES & PROCEDURES ON QUALITY.. 68

8.1 Software Specifications Documentation.. 68

8.2 Test Plan Development. 68

8.3 Software Baseline. 69

8.4 Milestone Review Meeting with Developers. 69

8.5 Receiving Code From Developers. 70

8.6 Return Code To Developers. 70

8.7 Releasing Tested Code to Implementation Team.. 70

8.8 Milestone Quality Assurance Review... 71

8.9 Milestone Quality Report. 71

8.10 Final Software Quality Testing.. 72

8.11 Final Software Quality Inspection.. 72

8.12 Final Software Quality Documentation.. 73

8.13 Final Software Quality Report. 73

8.14 Code Transfer to Repository. 74

8.15 Quality Assurance Completion.. 74

9.0.. 75

POLICIES & PROCEDURES ON BUSINESS DEVELOPMENT.. 75

9.1 Prospect Identification.. 75

9.2 Prospects List. 75

9.2 First Meeting with Prospect. 76

9.4 Sending Product Document to Prospect. 76

9.5 Sending Proposal to Prospect. 77

9.6 Obtaining Prospect's Request For Information/Proposal. 77

9.7 Presentation/Demo.. 77

9.8 Prospect's Solution Specifications Gathering.. 78

9.9 Prospect's Needs Identification Workshop. 79

9.10 Submitting Prospect's Specifications to SDG... 79

9.11 Financial Proposal. 79

9.12 Financial Proposal Negotiation.. 80

9.13 Account/Opportunity Plan.. 80

9.14 Site Visits With Prospects. 81

9.15 Proof Of Concept. 81

9.16 Purchase Order Processing.. 82

9.17 License Form Processing.. 82

9.18 Project Agreement Processing.. 83

9.19 Communicating Project Information to BSG... 83

10.0.. 84

POLICIES & PROCEDURES ON CONSULTANCY.. 84

11.0.. 84

MISCELLANEOUS.. 84

11.2 Births, Bereavements & Weddings. 85