Scope Overview
Dsicuss about the Project Is Implementation Of CRM System In Tier.
The scope of the project includes:
In-scope: The project in-scope includes:
- Upgradation of the information system that is used by TOSIG
- Implementing Customer relationship management system
- Issuing laptop and tablets to the staff of the organization
- Integrating the phone and laptop with the TOSIG systems
- Information about the project supplier is not elaborated in detail
- Training facility is not given to the project team members for handling the system
The organization “TOSIG” mainly engages in providing insurance facility to various Tier one suppliers in order to improve the stockyards, buildings, storage silos, fencing and more. The organizational staffs visit the site for determining the property that is being insured and then enters information within a form. After the site visit, they generally re-enter all the information into the system of TOSIG for receiving report. However, the organization faces lot of challenges and issues as they does not able to provide report on the field. In addition to this, it is found that the agents spends most of their time in re-entering data and does not able to focus much on the site work. As the organizations wants to enhance the sales of their insurance therefore they want that the agents must spend more time on the site selling insurances. For this, TOSIG upgraded its information system by implementing CRM system. In addition to this, laptops as well as phones are issued to various members of the organization by integrating them with the system of TOSIG so that the information that are entered by the agents on the field will be stored with the cloud.
Tier One Supplier Insurance Group is one of the company that generally helps in providing the facility of insurance for improving fencing, building, stockyards, storage silos as well as machinery. It is found that TOSIG also provides insurance for the crops. The organization is in the business for around 65 years and generally pride themselves on traditional values in order to maintain long-term relationship with the clients of the organization. They generally underwrite insurance of around 6.7 billion of risk and generally have 150 agents all around in the fields for handling the offices of the organization. The main strategy of the organization is to handle the present customers of the organization by enhancing the number of insurances that is generally provided to the customers of the organization. It is found that the organization “TOSIG” also wants to grow the business by enhancing insurance sales within the medium as well as small enterprises of that area.
|
WBS |
Task Name |
Duration |
Start |
Finish |
Predecessors |
|
0 |
Implementation of CRM system |
67 days |
Mon 11-06-18 |
Tue 11-09-18 |
|
|
1 |
Project initiation phase |
14 days |
Mon 11-06-18 |
Thu 28-06-18 |
|
|
1.1 |
Developing business case for the project |
4 days |
Mon 11-06-18 |
Thu 14-06-18 |
|
|
1.2 |
Identifying the requirement of CRM system |
3 days |
Fri 15-06-18 |
Tue 19-06-18 |
2 |
|
1.3 |
Feasibility analysis |
2 days |
Wed 20-06-18 |
Thu 21-06-18 |
3 |
|
1.4 |
Elaborating the activities of the project |
2 days |
Fri 22-06-18 |
Mon 25-06-18 |
4 |
|
1.5 |
Developing charter for the project |
2 days |
Tue 26-06-18 |
Wed 27-06-18 |
5 |
|
1.6 |
Hiring team members for the project |
1 day |
Thu 28-06-18 |
Thu 28-06-18 |
6 |
|
1.7 |
Milestone 1: Completion of project initiation phase |
0 days |
Thu 28-06-18 |
Thu 28-06-18 |
7 |
|
2 |
Planning phase of the project |
15 days |
Fri 29-06-18 |
Thu 19-07-18 |
|
|
2.1 |
Developing project plan |
2 days |
Fri 29-06-18 |
Mon 02-07-18 |
7 |
|
2.2 |
Developing project resource plan |
3 days |
Tue 03-07-18 |
Thu 05-07-18 |
10 |
|
2.3 |
Developing financial plan for the project |
2 days |
Fri 06-07-18 |
Mon 09-07-18 |
11 |
|
2.4 |
Developing quality plan for the project |
3 days |
Tue 10-07-18 |
Thu 12-07-18 |
12 |
|
2.5 |
Developing acceptance plan |
2 days |
Fri 13-07-18 |
Mon 16-07-18 |
13 |
|
2.6 |
Creating communication plan |
3 days |
Tue 17-07-18 |
Thu 19-07-18 |
14 |
|
2.7 |
Milestone 2: Completion of planning phase |
0 days |
Mon 16-07-18 |
Mon 16-07-18 |
14 |
|
3 |
Execution phase of the project |
32 days |
Fri 20-07-18 |
Mon 03-09-18 |
|
|
3.1 |
Developing prototype for the project |
5 days |
Fri 20-07-18 |
Thu 26-07-18 |
15 |
|
3.2 |
Creating configuration plan for the project |
4 days |
Fri 27-07-18 |
Wed 01-08-18 |
18 |
|
3.3 |
Transferring data |
3 days |
Thu 02-08-18 |
Mon 06-08-18 |
19 |
|
3.4 |
Creating connection with the database |
4 days |
Tue 07-08-18 |
Fri 10-08-18 |
20 |
|
3.5 |
Testing the response time of the system |
4 days |
Mon 13-08-18 |
Thu 16-08-18 |
21 |
|
3.6 |
Query testing |
5 days |
Fri 17-08-18 |
Thu 23-08-18 |
22 |
|
3.7 |
User acceptance testing |
3 days |
Fri 24-08-18 |
Tue 28-08-18 |
23 |
|
3.8 |
Software testing |
2 days |
Wed 29-08-18 |
Thu 30-08-18 |
24 |
|
3.9 |
Data ware house testing |
1 day |
Fri 31-08-18 |
Fri 31-08-18 |
25 |
|
3.10 |
Connection testing |
1 day |
Mon 03-09-18 |
Mon 03-09-18 |
26 |
|
3.11 |
Milestone 3:Completion of execution phase |
0 days |
Mon 03-09-18 |
Mon 03-09-18 |
27 |
|
4 |
Closure phase |
6 days |
Tue 04-09-18 |
Tue 11-09-18 |
|
|
4.1 |
Reviewing post project |
3 days |
Tue 04-09-18 |
Thu 06-09-18 |
27 |
|
4.2 |
Signing off project |
2 days |
Fri 07-09-18 |
Mon 10-09-18 |
30 |
|
4.3 |
Go live |
1 day |
Tue 11-09-18 |
Tue 11-09-18 |
31 |
|
4.4 |
Milestone 4: Completion of project closure phase |
0 days |
Tue 11-09-18 |
Tue 11-09-18 |
32 |
The acceptance criteria of the project are provided below:
- All the requirements of the project must be properly approved
- User acceptance testing must be properly completed
- Backup as well as restoring testing must be successfully finished
|
Risk |
Description |
Impact |
Probability |
Mitigation strategy |
|
Budget shortage |
If the budget of the project is not tracked regularly then the chances of budget shortfall rises due to inaccurate utilization of resources. |
Significant |
Very Likely |
In order to mitigate the issue, it is very much necessary to track the budget of the project on a regular basis in order to avoid the problem of budget shortfall within the organization. |
|
Schedule slippage |
If the project managers does not track the schedule of the project properly then there is high chance of schedule slippage. It is identified that due to schedule slippage, the time that is needed for completion of the project increases which further enhances the budget of the project. |
Significant |
Likely |
In order to resolve the issues, the project managers need to track the schedule of the project on a regular basis for ensuring that the project is on time so that the entire project is completed within the expected time and budget. |
|
Inexperienced project managers |
If the project managers are not experienced then they will face lot of issues and challenges in managing the project and as result number of obstruction occurs in finishing the project within the expected schedule and time. |
Moderate |
Possible |
It is the responsibility of the human resource manager of the organization to hire experienced project manager within the organization so that they can be able to finish the work of the project within the expected time and budget. |
|
Technical problem |
If the data and information that is entered through laptop or phone does not get stored within the cloud due to some technical issues, which cause data loss. |
Significant |
Likely |
If the technical engineer resolves the issues and challenges related that are associated with the problem then the issue can be properly resolved. |
|
Technical problem |
If the data and information that is entered through laptop or phone does not get stored within the cloud due to some technical issues, which cause data loss. |
Significant |
Likely |
If the technical engineer resolves the issues and challenges related that are associated with the problem then the issue can be properly resolved. |
|
Improper quality of hardware |
If the hardware that is utilized in implementing the CRM system are not, of good quality then it can cause lot of challenges during the system implementation and thus the time that is required for implementing the CRM system enhances. |
Moderate |
Possible |
It is necessary to check the quality of resources before utilizing it for finishing the project within the expected budget and time by maintaining the quality of the project. |
The assumptions that are made before initiating the project are listed below:
- The project “Implementation of CRM system “will be successfully implemented within the timeframe of 67 days.
- The project can be finished properly within the budget that is assumed which is around $10,000
- The project will be helpful in enhancing the sales of the insurance to the customers of the organization.
Business Case
The constraints of the project include:
Time: The implementation of the project must be finished with 67 days otherwise, the budget of the project increases which will exceed the budget of the project.
Budget: The project must be completed successfully within the budget that is around $10,000 otherwise the budget of the project exceed which will create lot of financial challenges.
Project scope: The project “implementation of CRM system” will follow the scope while progressing with various project phases for finishing the implementation of the project within the expected time and budget.
The stakeholders who are mainly involved within the project are mainly listed in the table below:
|
Stakeholders |
Responsibilities |
|
Project planner |
The project planners generally work with the project manager in order to oversee the progress of the project. They generally ensure whether the entire project is finished within the expected time and budget or not. They are considered as multitaskers who generally juggle schedules as well as various types of ever-changing project goals. |
|
Project manager |
The project managers are the person who are mainly responsible for planning as well as organizing both time as well as resources of the project quite successfully. They engages in organizing as well as motivating the entire project team and controls the time of the project effectively. In addition to this, they also analyzes as well as manages the risks that are mainly associated with the project. |
|
Financial manager |
The financial managers are the person who are mainly responsible for reviewing various types of financial reports that are associated with the project. In addition to this, they also involves in monitoring the accounts as well as prepares the activity reports of the project for forecasting the budget of the project. |
|
Technical analyst |
The technical analyst are the person who generally engages in analyzing the technical challenges as well as related with the project for identifying ways that are helpful in resolving those challenges as well as issues. |
|
Human resource manager |
The human resource manager generally involving the recruiting the team members for the project. In addition to this, they also arranges training facility for the team members of the project so that they can be able to work effectively within the project. |
|
Database administrator |
The database administrator are mainly responsible for the performance, security as well as integrity of the database. However, as per the organization and their level of organization, they generally input information for properly managing the data. In addition to this, they also plays a great role in monitoring the database of the organization for identifying the opportunities of the project. |
|
Risk manager |
The risk manager are the individuals who are mainly responsible for assessing as well as identifying the risks that generally can hinder the safety, security as well as financial prosperity of the entire organization. They conduct risk assessment for analyzing documents, statistics, reports as well as market trends of the project. |
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