Project Charter For Implementation Of CRM System In TOSIG – Project Management Principles And Techniques

Background of the Project

Discuss about the Project Is Implementation Of CRM System In TOSIG.

The project charter is an initiation document for the project that is helpful for the alignment of the initial transfer of the information to the stakeholders. The project charter document would be helpful for the transfer of the information to the stakeholders and alignment of the operations favouring the utilization of the project management principles. The charter document is developed for the implication of the activities for forming the utilization of the activities favouring the utilization of the operations succeeding the deployment of the operations. The following assignment had been made on the project of Implementation of CRM system in TOSIG

The project of Implementation of CRM System in TOSIG is deployed for the development of the management information for the organization. The project is deployed for the implementation of the effective implication of the activities favouring the utilization of the activities forming the implementation of the operations. The development of the CRM system would be aligned for the implication of the effective deployment of the operations and forming the customer data management. The deployment of the CRM system in TOSIG would be helpful for forming the implication of the effective data management for TOSIG. The scope of the project includes proper project initiation and closure documentation, design development for the CRM system, development of the CRM system, and deployment of the system. The project would include the accumulation and analysis of various documents that would be favourable for the development and implementation of the CRM system. The analysis would also result in forming the improved utilization of the operations so that the activities might result in forming the feasible design development for the CRM system. The utilization of the project management principles and techniques is also in scope items of the project.

The organization of TOSIG is an insurance company that has been offering insurance to the suppliers of One Suppliers. The business case analysis has provided an overview of the activities forming the need of effective implication of the information processing. The analysis would be helpful for realizing the extent of the business development. The development of the project is based on the deployment of the effective information processing for the organization. The implementation of the CRM system is required for ensuring that the effective management of the activities can be achieved. The growth of the competition had made it necessary for using the effective management of the operations and deployment of the vast information processing. It would help the organization for achieving faster and more effective results for their processes.

Project Scope

The CRM implementation has been developed using the 6 step agile development methodology and it would comprise of initializing, planning, designing, executing, testing, and closing. The use of the agile methodology had made it easy for the organization to utilize the improved operation development. The initializing involves requirement analysis, initiation documentation, charter documentation, submitting the documents, and kick off. The planning involves outline of plan, review of the plan, complete plan, and plan approval. The designing involves outline of design, design simulation, complete design is made, and design approval. The executing involves database development, migration of data, functions are programmed, user interface is developed, complete system is developed, and system is developed. The testing involves black box testing, white box testing, prototyping, test results are documented, review of test results, and test case completed. The closing involves development of final reports, training of employees, submitting the reports, and project closed.

The timeline schedule for the project of Implementation of CRM System in TOSIG is given below,

Table 1: Project Schedule showing the milestones (denoted by M1….M7)

The 7 milestones of the project are kick off, plan approval, design approval, system developed, test case completed, and project closed. The successful completion of these milestones depends upon the following criteria,

1. All initial documents are being signed and approved by the project manager after reviewing
2. Feasibility analysis of the plan have brought about positive results and hence the manager have approved the project plan
3. Simulation of the design had shown that the design would be sustainable for the development of the CRM system
4. Compatible system is developed resulting in integration of the operations of TOSIG with the new CRM system
5. Expected test results have been achieved for developing the CRM with the operations of TOSIG
6. All required documents have been signed and approved by the project manager for closure of the project

The project of Implementation of CRM System in TOSIG is and IT based project and hence it would have to face several factors of risk related to technological implementation. The various risks of the project are based on technology, operations, human, and finance. Some of the probable risk factors that TOSIG might face for their project are design issues, data incompatibility, system failure, cost overrun, delay in completion, and lack of skills. The assumptions of the project are based on the availability of the resources, overall performance, and project team work. The constraints of the project are time, budget, quality, and technological dependence.

Conclusion

It can be concluded that the use of the project management tools had helped in the development of the project charter document. The document had provided the information related to project scope, business case, project background, milestone schedule with acceptance criteria, risks, assumptions and constraints, and stakeholder list. The project charter document had been helpful for the transfer of the information to the stakeholders and alignment of the operations favouring the utilization of the project management principles. The project of Implementation of CRM system in TOSIG had been considered for the development of the project charter document.

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