Project Charter
Discuss about the Project Is CRM System Development For TOSIG.
The charter document is developed for the alignment of the initial information that is favourable for the implication of the activities for the project. The charter is an initiation document favouring the implication of the effective project reports and management of the successive implication of the operations. The project of CRM system development for TOSIG is a system development project that would be based on the use of the IT information system project management principles. The completion of the project would also be based on the use of various technologies and principles of project management for the planning and documentation in the project.
The CRM system development for TOSIG project involves the implication of the IT management process and the utilization of the effective operation development favouring the utilization of the activities favouring the effective implication of the operations. The deployment of the information development project would include proper documentation of the requirements, activities required, test results, and final reports, feasible project plan development from the activities listed and aligning them in the specific timeline, sustainable design development for the development of UI and system for TOSIG, and complete system development and deployment.
The organization of TOSIG had been providing insurance to various customers for buildings, fencing, stock yards, storage silos and machinery, and even crops. They have been working since the last 65 years maintaining effective relationship with the customers. They have been using the traditional practices and provide cumulative insurance worth of 6.7 billion dollars. They have to manage the 150 insurance agents and develop strategies for increasing the overall sales of the operations. Each agent would have to maintain the books of account and form the deployment of the activities favouring the implication of the operations.
The project has been developed for the implementation of the CRM facility in TOSIG and it would allow the implication of the operations favouring the improved customer data management. The deployment of the information development project would include proper documentation of the requirements, activities required, test results, and final reports, feasible project plan development from the activities listed and aligning them in the specific timeline, sustainable design development for the development of UI and system for TOSIG, and complete system development and deployment.
The complete project of CRM system development for TOSIG is based on the system development and can be divided into 6 phase namely system requirement phase, system designing phase, system development phase, system deployment phase, system testing, and system documentation. The completion of each of the phase would be treated as the milestone for the project. The following table is the project schedule highlighting the milestones,
WBS |
Task Name |
Duration |
Start |
Finish |
0 |
CRM system development for TOSIG |
91 days |
Mon 7/2/18 |
Mon 11/5/18 |
1 |
System Requirement Phase |
9 days |
Mon 7/2/18 |
Thu 7/12/18 |
1.1 |
Analysis of Client Requirement |
3 days |
Mon 7/2/18 |
Wed 7/4/18 |
1.2 |
Resource Accumulation |
2 days |
Thu 7/5/18 |
Fri 7/6/18 |
1.3 |
Project Initiation Documentation |
2 days |
Mon 7/9/18 |
Tue 7/10/18 |
1.4 |
Submitting the documents |
1 day |
Wed 7/11/18 |
Wed 7/11/18 |
1.5 |
Sign off |
1 day |
Thu 7/12/18 |
Thu 7/12/18 |
M1 |
1st Phase Completed |
0 days |
Thu 7/12/18 |
Thu 7/12/18 |
2 |
System Designing Phase |
16 days |
Fri 7/13/18 |
Fri 8/3/18 |
2.1 |
Design Platform Selection |
1 day |
Fri 7/13/18 |
Fri 7/13/18 |
2.2 |
Design Outline Development |
3 days |
Mon 7/16/18 |
Wed 7/18/18 |
2.3 |
UI Design Development |
2 days |
Thu 7/19/18 |
Fri 7/20/18 |
2.4 |
Complete System Design Development |
6 days |
Mon 7/23/18 |
Mon 7/30/18 |
2.5 |
Design Feasibility is analyzed |
4 days |
Tue 7/31/18 |
Fri 8/3/18 |
M2 |
2nd Phase Completed |
0 days |
Fri 8/3/18 |
Fri 8/3/18 |
3 |
System Development Phase |
33 days |
Mon 8/6/18 |
Wed 9/19/18 |
3.1 |
System Database Development |
6 days |
Mon 8/6/18 |
Mon 8/13/18 |
3.2 |
UI Development |
4 days |
Tue 8/14/18 |
Fri 8/17/18 |
3.3 |
Function Development |
8 days |
Mon 8/20/18 |
Wed 8/29/18 |
3.4 |
Program Development |
10 days |
Thu 8/30/18 |
Wed 9/12/18 |
3.5 |
System Integration |
5 days |
Thu 9/13/18 |
Wed 9/19/18 |
M3 |
3rd Phase Completed |
0 days |
Wed 9/19/18 |
Wed 9/19/18 |
4 |
System Deployment Phase |
16 days |
Thu 9/20/18 |
Thu 10/11/18 |
4.1 |
System Deployment Plan Development |
3 days |
Thu 9/20/18 |
Mon 9/24/18 |
4.2 |
System Deployment Plan Implementation |
2 days |
Tue 9/25/18 |
Wed 9/26/18 |
4.3 |
Operations Integration |
4 days |
Thu 9/27/18 |
Tue 10/2/18 |
4.4 |
Staff Training |
7 days |
Wed 10/3/18 |
Thu 10/11/18 |
M4 |
4th Phase Completed |
0 days |
Thu 10/11/18 |
Thu 10/11/18 |
5 |
System Testing |
12 days |
Fri 10/12/18 |
Mon 10/29/18 |
5.1 |
Simulation Testing |
3 days |
Fri 10/12/18 |
Tue 10/16/18 |
5.2 |
Black Box Testing |
3 days |
Wed 10/17/18 |
Fri 10/19/18 |
5.3 |
Beta Testing |
3 days |
Mon 10/22/18 |
Wed 10/24/18 |
5.4 |
UI Testing |
3 days |
Thu 10/25/18 |
Mon 10/29/18 |
M5 |
5th Phase Completed |
0 days |
Mon 10/29/18 |
Mon 10/29/18 |
6 |
System Documentation |
5 days |
Tue 10/30/18 |
Mon 11/5/18 |
6.1 |
Final Reports Development |
3 days |
Tue 10/30/18 |
Thu 11/1/18 |
6.2 |
Submitting the reports |
1 day |
Fri 11/2/18 |
Fri 11/2/18 |
6.3 |
Sign off |
1 day |
Mon 11/5/18 |
Mon 11/5/18 |
M6 |
6th Phase Completed |
0 days |
Mon 11/5/18 |
Mon 11/5/18 |
Project Schedule and Milestones
Table 1: Project Milestones (denoted by M1….M6) in Project Schedule
The milestones denoted by M1, M2, M3, M4, M5, and M6 signifies completion of the phases of system requirement phase, system designing phase, system development phase, system deployment phase, system testing, and system documentation. The acceptance criteria for each of the phases of the project are provided below.
S. No. |
Phase |
Milestone |
Acceptance Criteria |
1 |
System Requirement Phase |
1st Phase Completed |
Project Manager have signed and reviewed the project initialization documents |
2 |
System Designing Phase |
2nd Phase Completed |
Design developed has been tested for simulation and the results are favorable for the CRM system development |
3 |
System Development Phase |
3rd Phase Completed |
All the functions used by TOSIG are aligned with the system developed |
4 |
System Deployment Phase |
4th Phase Completed |
Sustainable implementation plan is developed for integrating the activities of organization |
5 |
System Testing |
5th Phase Completed |
The test results are developed for ensuring that expected results and quality would be achieved |
6 |
System Documentation |
6th Phase Completed |
Proper final reports would be made for ensuring that the quality of the system would be achieved |
The project of CRM system development for TOSIG is deployed for the implication of the CRM system in the organization and it would help in easing their operations. However, the project would have to face many risks factors while executing the project operations. The various risk factors for the project are given in the table below.
Risk |
Type of Risk |
Impact on |
Incompatible data |
Technical |
System Development |
Lack of resources |
Financial |
Initiation of project |
Delayed activities |
Operational |
Overall project |
System Integration issues |
Operational |
System Deployment |
Design Failure |
Technical |
System Designing |
The assumptions of the project of CRM system development for TOSIG are accumulation of the resources required for the project, on time completion of the project, and work harmony among the project team members.
The project time, availability of the resources and quality of the system operations are constraints of the project of CRM system development for TOSIG that would cause the limitation in the activities of the project.
The various stakeholders of the project of CRM system development for TOSIG and their role is given below,
Classification |
Stakeholders |
Function |
Governance |
Sponsor, Client, Steering Committee, |
Key decision makers in the project |
Managerial |
Project Manager and Contractor |
Ensures that the activities of the project are working as scheduled |
Operational |
Complete project team, suppliers, and some external workers |
Completes all the activities required in the project for achieving the final project deliverable |
Conclusion
The project charter had been developed for the project of CRM system development for TOSIG as it would allow the organization for the implementation of the effective management of the operations. The alignment of the operations had been helpful for the utilization of the operations and developing the CRM system for the organization. The charter acted as initiation document favouring the implication of the effective project reports and management of the successive implication of the operations. The project of CRM system development for TOSIG is a system development project that would be based on the use of the IT information system project management principles. The completion of the project had been based on the use of various technologies and principles of project management for the planning and documentation in the project.
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