The paper mainly reflects on an organization named “TOSIG” that generally helps in offering insurance for making improvement in stockyards, machinery, building as well as fencing. They also help in offering insurance for the crops. The main strategy of the organization is to maintain the existing customers by enhancing the number of insurance offering to the clients. It is identified that the agents of the organization have to visit the site after that they need to re-enter data within the system of TOSIG, which is very much time consuming. In order to mitigate the issue, the agent of the organization wants to upgrade their information system with the implementation of CRM system. It is found that with the implementation of CRM system, the organization will be able to reduce the time that is required in data entry and assists in providing the opportunity of selling of insurances to more number of people.
The main goal of the project is to implement the CRM system so that the problem of re-entering data gets resolved and the agents can be able to sell more number of insurances to the people. In addition to this, it is identified that CRM system implementation will be quite helpful in minimizing the overhead costs.
The main objective of the project includes:
The deliverable of the project includes:
It is identified that it is quite important to align the project with the objectives so that the CRM system can be implemented successfully. It is found that by aligning the goals and objectives of the organization with the project, the project manager can be able to know about the requirements as well as needs of the project and thus they can be able to implement the project quite successfully. It is found that successful implementation of the project generally helps in achieving the goals and objectives of the project by fulfilling the demands of the organization.
The requirements of the project are as follows:
Financial requirements: The financial budget that is required for the CRM system will be around $49,720.
Hardware requirements: The hardware requirements of the project include:
Software requirements: The software requirements that are needed for the project include:
Human resource requirements: The human resources that are required for the implementation of CRM system are listed below:
|
Milestone |
Completion date |
|
Milestone 1: Completion of initiation phase |
Thu 12-07-18 |
|
Milestone 2: Completion of planning phase |
Mon 30-07-18 |
|
Milestone 3: Completion of execution phase |
Thu 01-11-18 |
|
Milestone 4:Completion of closure phase |
Mon 12-11-18 |
The requirements of the project are as follows:
Financial requirements: The financial budget that is required for the CRM system will be around $49,720.
Hardware requirements: The hardware requirements of the project include:
Software requirements: The software requirements that are needed for the project include:
Human resource requirements: The human resources that are required for the implementation of CRM system are listed below:
The limits and exclusions of the project include:
The work/process breakdown of the project schedule is provided in the table below:
|
WBS |
Task Name |
|
0 |
Implementation of CRM system |
|
1 |
Initiation phase |
|
1.1 |
Meeting with the board of the company |
|
1.2 |
Presentation of the requirements |
|
1.3 |
CRM system proposal by the board |
|
1.4 |
Discussion on the goals and objectives of the project |
|
1.5 |
Discussion |
|
1.6 |
Gaining support from the company |
|
1.7 |
Milestone 1: Completion of initiation phase |
|
2 |
Planning phase |
|
2.1 |
Analyze project background |
|
2.2 |
Project charter preparation |
|
2.3 |
Determination of project scope |
|
2.4 |
Preparation of project schedule |
|
2.5 |
Making assumptions on project |
|
2.6 |
Determining project constraints |
|
2.7 |
Milestone 2: Completion of planning phase |
|
3 |
Execution phase |
|
3.1 |
Development of project prototype |
|
3.2 |
Configuration plan |
|
3.3 |
transferring data |
|
3.4 |
Connecting with database |
|
3.5 |
Query testing |
|
3.6 |
Response time testing |
|
3.7 |
Software testing |
|
3.8 |
Acceptance testing |
|
3.9 |
Data warehouse testing |
|
3.10 |
Connection testing |
|
3.11 |
Milestone 3: Completion of execution phase |
|
4 |
Closure phase |
|
4.1 |
Final discussion with the company |
|
4.2 |
Making recommendation with CRM system |
|
4.3 |
Sign off the project |
|
4.4 |
Milestone 4:Completion of closure phase |
It is found that in order to manage the time of the project, the project manager take the help of the Gantt chart and project schedule. It is found that in order to finish the project within the expected deadline it is quite necessary to follow the schedule of the project so that each of the project activity will be completed within the expected time. It is found that most of the project managers generally regard scheduling as one of the most important benefit of Gantt chart within the creative environment. It is very much necessary for the team members to understand the overall impact of the delays that is associated with the project so that it can be able to foster stronger collaboration by encouraging proper organization of the task. The Gantt chart for the implementation of the CRM system is provided below:
The cost of the project can be managed successfully with the help of the initial budget plan that is made for the project. It is quite necessary to spent money on finishing the project activities quite successfully in order to complete the project within the budget that is approved by the higher authorities of the organization.
|
WBS |
Task Name |
Duration |
Resource Names |
Cost |
|
0 |
Implementation of CRM system |
101 days |
$ 49,720.00 |
|
|
1 |
Initiation phase |
14 days |
$ 5,600.00 |
|
|
1.1 |
Meeting with the board of the company |
5 days |
Administration officer |
$ 1,200.00 |
|
1.2 |
Presentation of the requirements |
1 day |
Project manager |
$ 680.00 |
|
1.3 |
CRM system proposal by the board |
1 day |
Business analyst |
$ 400.00 |
|
1.4 |
Discussion on the goals and objectives of the project |
3 days |
Project manager |
$ 2,040.00 |
|
1.5 |
Discussion |
2 days |
Business analyst |
$ 800.00 |
|
1.6 |
Gaining support from the company |
2 days |
Administration officer |
$ 480.00 |
|
1.7 |
Milestone 1: Completion of initiation phase |
0 days |
$ 0.00 |
|
|
2 |
Planning phase |
13 days |
$ 6,560.00 |
|
|
2.1 |
Analyze project background |
4 days |
Project manager |
$ 2,720.00 |
|
2.2 |
Project charter preparation |
4 days |
Business analyst |
$ 1,600.00 |
|
2.3 |
Determination of project scope |
2 days |
Administration officer |
$ 480.00 |
|
2.4 |
Preparation of project schedule |
1 day |
Project manager |
$ 680.00 |
|
2.5 |
Making assumptions on project |
1 day |
Project manager |
$ 680.00 |
|
2.6 |
Determining project constraints |
1 day |
Business analyst |
$ 400.00 |
|
2.7 |
Milestone 2: Completion of planning phase |
0 days |
$ 0.00 |
|
|
3 |
Execution phase |
67 days |
$ 33,680.00 |
|
|
3.1 |
Development of project prototype |
4 days |
Graphical user interface developer |
$ 1,600.00 |
|
3.2 |
Configuration plan |
10 days |
Graphical user interface developer |
$ 4,000.00 |
|
3.3 |
transferring data |
4 days |
Database developer |
$ 1,600.00 |
|
3.4 |
Connecting with database |
10 days |
Programmer_1,Programmer_2 |
$ 8,000.00 |
|
3.5 |
Query testing |
5 days |
Tester |
$ 1,600.00 |
|
3.6 |
Response time testing |
4 days |
Tester |
$ 1,280.00 |
|
3.7 |
Software testing |
5 days |
Programmer_1,Tester |
$ 3,600.00 |
|
3.8 |
Acceptance testing |
10 days |
Programmer_2,Tester |
$ 7,200.00 |
|
3.9 |
Data warehouse testing |
10 days |
Tester |
$ 3,200.00 |
|
3.10 |
Connection testing |
5 days |
Tester |
$ 1,600.00 |
|
3.11 |
Milestone 3: Completion of execution phase |
0 days |
$ 0.00 |
|
|
4 |
Closure phase |
7 days |
$ 3,880.00 |
|
|
4.1 |
Final discussion with the company |
5 days |
Project manager |
$ 3,400.00 |
|
4.2 |
Making recommendation with CRM system |
1 day |
Administration officer |
$ 240.00 |
|
4.3 |
Sign off the project |
1 day |
Administration officer |
$ 240.00 |
|
4.4 |
Milestone 4:Completion of closure phase |
0 days |
$ 0.00 |
It is found that the resource of the project can be successfully managed with the help of the resource plan that is created. The employees or resources who are hired within the project can be generally managed with the help of the table that is provided below:
|
Resource Name |
Type |
Material Label |
Initials |
Group |
Max. Units |
Std. Rate |
Ovt. Rate |
Cost/Use |
Accrue At |
Base Calendar |
|
Project manager |
Work |
100% |
$ 85.00/hr. |
$ 0.00/hr. |
$ 0.00 |
Prorated |
Standard |
|||
|
Business analyst |
Work |
B |
100% |
$ 50.00/hr. |
$ 0.00/hr. |
$ 0.00 |
Prorated |
Standard |
||
|
Programmer_1 |
Work |
P |
100% |
$ 50.00/hr. |
$ 0.00/hr. |
$ 0.00 |
Prorated |
Standard |
||
|
Programmer_2 |
Work |
P |
100% |
$ 50.00/hr. |
$ 0.00/hr. |
$ 0.00 |
Prorated |
Standard |
||
|
Database developer |
Work |
D |
100% |
$ 50.00/hr. |
$ 0.00/hr. |
$ 0.00 |
Prorated |
Standard |
||
|
Graphical user interface developer |
Work |
G |
100% |
$ 50.00/hr. |
$ 0.00/hr. |
$ 0.00 |
Prorated |
Standard |
||
|
Tester |
Work |
T |
100% |
$ 40.00/hr. |
$ 0.00/hr. |
$ 0.00 |
Prorated |
Standard |
||
|
Administration officer |
Work |
A |
100% |
$ 30.00/hr. |
$ 0.00/hr. |
$ 0.00 |
Prorated |
Standard |
Risk management plan is utilized by the project manager in order to foresee the risks and estimates their impact as well as probability in order to determine proper response so that the risks can be successfully mitigated. The risk management plan for the project is provided in the table below:
|
Risk |
Description |
Impact |
Probability |
Responsible person |
Mitigation |
|
Improper management of schedule |
If the schedule of the project is not managed then the chances of schedule slippage is quite high. |
High |
High |
Project planner |
It is quite necessary to track the budget successfully. |
|
Shortage of project budget |
If the budget of the project is not managed then the project manager finds difficulty in finishing the project |
Very high |
High |
Financial manager |
It is necessary to undertake earned value analysis for tracking and managing budget. |
|
Inappropriate configuration |
If the configuration is done properly then number of technical issues can occur. |
High |
Moderate |
Programmer |
It is quite necessary to configure the system effectively for avoiding technical issues. |
|
Improper testing |
Due to inappropriate testing, technical problem can occur. |
high |
High |
Tester |
It is quite necessary to undertake proper testing so that the chances of technical issues can be minimized. |
|
Inexperienced project planners |
If the project planners are not experienced then they face difficulty in planning. |
Moderate |
Moderate |
Hr. manager |
It is quite necessary to hire experienced planners so that the project can get finished within the expected time and budget. |
It is identified that communication management plan for the project “implementation of the CRM system” is provided below so that the team members can be able to communicate effectively with the higher authorities of the project in order to finish the project effectively within the time that is expected.
|
Type |
Objective |
Medium |
Frequency |
Audience |
Owner |
|
Kick off meeting |
This is done for sharing the goals as well as objectives of the project with the project team members so that they can get the idea about the project. |
Face to face |
Once |
Project team members |
Project managers |
|
Project team meeting |
It is quite necessary for the project manager to arrange proper team meeting so the team leaders can be able to discuss about the issues and challenges that is faced during undertaking the project. |
Conference, face to face |
Whenever required |
Project team leader |
Project manager |
|
Project status meeting |
It is quite necessary to discuss about the status of the project on a weekly basis for finishing the project within the expected time. |
Conference, face to face |
Weekly |
Project team leader |
Project manager |
|
Monthly project meeting |
Monthly meetings are arranged in order to discuss about the utilization of the budget within the project. |
Conference, face to face |
Monthly |
Financial manager |
Project manager |
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