Development Of CRM System Within The Organization

Scope Overview

Discuss about the development of CRM system within the organization.

 The title of the project is “development of CRM system” within the organization “Tier One Suppliers Insurance Group”.

The scope of the project is mainly categorized into in-scope and out-scope.

In-scope: The in-scope of the project includes:

• Up gradation of information system of the organization “Tier One Supplier Insurance Group”
• Developing CRM system within the organization
• Issuing tablets to the workers of the organization
• Integration of laptop and tablets with the TOSIG system

Out scope: The out scope of the project includes:

• Proper training facility is not provided to the workers of the organization
• Information about the suppliers are not elaborated

The organization “Tier One Suppliers Insurance Group” offers insurance service for improving stockyards, fencing, storage silos, building as well as machinery.  The main aim of the organization is to maintain its customers and to enhance the number of insurance products that is delivered to the customer of the organization. The staffs of the organization needs to re-enter information within the TOSIG system at the end of the day and after then they generally receives a report. However, one of the major concern that is rising is that the organization is missing opportunities for selling insurance, as their agents does not have the ability of receiving report in the field. Another factor that is reducing the sale of insurance is that the organizational staff spend much time in the office in entering information into the system for visiting the site. One of the major threat that the organization is getting is due to the entrance of other insurance companies within Australia. In order to resolve all the issues and challenges, the organization wants to upgrade their information system into CRM system. The organization provides tablets as well as laptop to the agents and integrate them with the TOSIG system so that the data will directly move to the cloud thus reducing the time that the argents generally spend on entering data.

The organization “Tier one supplier insurance group” generally helps in offering insurance to the tier one suppliers for improving buildings, fencing, stockyards, machinery as well as storage silos. The organization is operating from the last 65 years and they generally pride themselves on traditional values in order to maintain long-term relationships with the clients of the organization. They generally underwrite insurance on 6.7 billion dollar and have 150 agents on the field who mainly involves in maintaining offices for enhancing the number of insurance products that is mainly offered to the clients. The organization also want to enhance the sales of insurance within medium as well as small size organizations in various regional areas.

Project risk

Assumption

 The assumptions that are made within the project are as follows:

• The entire project will get finished within the budget of around $10 000.
• It is expected that the project of CRM development will get finished within 58 days.
• It is assumed that the project will follow the project scope during the entire progress phase.

Constraints

The constraints of the project are as follows:

Time: The development of CRM system must be finished within 58 days otherwise the budget that is associated with project development will increase.

Budget: The entire project should be finished within the budget $10 000.

Scope: The project must follow the scope in order execute the entire project within the expected budget and time.

 The stakeholders who are involved within the project are listed in the table below:

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