Evaluation And Proposal For Cloud Computing Approach To New Customer Management At TOSIG

Objectives

The aim of this report is to evaluate the existing system of the TOSIG (Tier One Suppliers Insurance Company) and propose the cloud computing as the appropriate approach for the management of the new customers. The identified problem was that the agents were not able to retrieve data while communicating with new customers outside the office premises and that led to the less influence on the customers to be associate with the organization. Cloud computing will allow the agents to be connected with the data and information 24*7 hours and thus, improve the figures of the new customers associating with the organization.

1.2 Objectives

To establish a cloud computing network for the agents of the TOSIG
To migrate the data over the cloud
To increase the number of new customers
To analyze the feasibility of the cloud computing as the solution for the identified problem
To automate the manual system and eliminate the human errors

1.3 Budget Estimate and Assumptions

The feasibility study can be done with a budget of $ 10,000 however; the entire project can be delivered with a budget of $ 50,000 as expressed in this report.

1.3.1 Assumptions

Following are the assumptions:

The project will be approved by the executives
The timeline and cost of the budget will not be altered
There will be appropriate sponsors
The employees will not resist the new transformation
The conflicts will be managed in an efficient and effective manner

1.3.2 Project Name

Name of the project will be Transformation in TOSIG

The expected time for the project will be less than seven months

2. Business case

2.1 Roles and Responsibilities

Stakeholder	Name	Roles	Responsibilities
Organization executives	Tahlia McWilliams	Take hard decisions on sensitive transformations	Take decisions considering every stakeholder
Project Manager	Archer Polglaze	Manage the project activities and stakeholders	Maintain the project constraints
Business Analyst	Gabriella Dunbabin	Analyze the needs and requirements of the business	Comply the solution with the business requirements
Market analyst	Nathan Liston	Analyze the competitors status	Propose a sophisticated data analysis
Resource Manager	Leah Nairn	Manage the resources for the delivery of the project	Make sure that there is neither lack in resources or excess in resources
Cloud Vendors	Microsoft Azure	Provide cloud services	Comply the TOSIG’s policy with theirs
IT technicians	Liam Learmonth	Manage the technical jobs	Make sure that the system does not have any bugs or glitches
HR	Jacob Macarthur-Onslow	Manage the human resources	To aware the human resources about their rights
Finance Manager	Gabriel Hetherington	Manage the financial status of the project	Make sure that the financial related requirements are fulfilled

2.2 Organizational Structure

The agents are facing trouble in presenting the overall information in front of the customers that is not helping in engaging them with the organization and take insurance from the company. The agents are not able to access the data and information on the field and hence, not able to attract customers so, cloud implementation within the existing system will be helpful in eliminating this issue and providing the agents with a facility to access the data and information on the fields. This transformation will not need the data migration over the cloud rather the organization will also need to utilize on-demand software services and providing the agents with the mobile devices those are compatible with the new applications.

3.1 Tools and Techniques

SAP ERP, Microsoft AZURE, IT infrastructure, High bandwidth internet connection, latest mobile devices with better configuration, and wireless connectivity are the tools those are necessary for the successful deployment of this project.

4. Stakeholder Analysis

4.1 Stakeholder Register

SL No	Stakeholder	Interest	Impact
1	Organization executives	Very high	Very High
2	Project Manager	High	Very High
3	Business Analyst	Medium	High
4	Market analyst	Medium	Medium
5	Resource Manager	Low	High
6	Cloud Vendors	Very High	Very Low
7	IT technicians	Low	Low
8	HR	Medium	Low
9	Finance Manager	Very Low	Low
10	Customers	Very Low	Very Low
11	Agents	Very High	High

4.2 Stakeholder Prioritization Matrix

Interest
Very High	6			11	1
High					2
Medium		8	4	3
Low		7		5
Very low	10	9
Impact	Very Low	Low	Medium	High	Very High

5. Milestone Schedule

Milestones:

Task Name	Duration	Start	Finish
TOSIG migration to cloud	192 days	Mon 5/28/18	Tue 2/19/19
Project Planning	42 days	Mon 5/28/18	Tue 7/24/18
Milestone 1: Planning completed	0 days	Tue 7/24/18	Tue 7/24/18
New platform preparation	38 days	Wed 7/25/18	Fri 9/14/18
Milestone 2: New platform preparation completed	0 days	Fri 9/14/18	Fri 9/14/18
Import services routine	52 days	Fri 11/2/18	Mon 1/14/19
Evaluation of new clients	3 days	Thu 1/10/19	Mon 1/14/19
Milestone 4: Importing Data completed	0 days	Mon 1/14/19	Mon 1/14/19
Project closure	26 days	Tue 1/15/19	Tue 2/19/19
Milestone 5: project Hand over completed	0 days	Tue 2/19/19	Tue 2/19/19

Schedule and Budget

WBS	Task Name	Duration	Start	Finish	Resource Names	Cost
1	TOSIG migration to cloud	192 days	Mon 5/28/18	Tue 2/19/19		$47,224.00
1.1	Project Planning	42 days	Mon 5/28/18	Tue 7/24/18		$12,880.00
1.1.1	Defining project objectives	2 days	Mon 5/28/18	Tue 5/29/18	Business analyst, Market analyst, Project Manager, System Analyst	$800.00
1.1.2	Estimating Milestones	3 days	Wed 5/30/18	Fri 6/1/18	Business analyst, Market analyst, Project Manager, System Analyst	$1,200.00
1.1.3	Developing migration plan	2 days	Mon 6/4/18	Tue 6/5/18		$480.00
1.1.3.1	Defining Methods	2 days	Mon 6/4/18	Tue 6/5/18	Business analyst, Market analyst, System Analyst	$480.00
1.1.4	Defining Audit control requirements	2 days	Wed 6/6/18	Thu 6/7/18	Business analyst, Market analyst, System Analyst, Finance Manager, Project Manager	$880.00
1.1.5	Quality Management plan definition	9 days	Fri 6/8/18	Wed 6/20/18		$2,160.00
1.1.5.1	Defining the risks	3 days	Fri 6/8/18	Tue 6/12/18	Finance Manager, Market analyst, Resource Manager, TOSIG Executive	$600.00
1.1.5.2	Defying the plans for testing	3 days	Wed 6/13/18	Fri 6/15/18	Business analyst, Market analyst, System Analyst	$720.00
1.1.5.3	Defining rollback plan	3 days	Mon 6/18/18	Wed 6/20/18	Business analyst, Cloud Service Provider, Resource Manager, System Analyst	$840.00
1.1.6	Defining system run	4 days	Thu 6/21/18	Tue 6/26/18	Business analyst, Finance Manager, Project Manager, Resource Manager, System Analyst	$1,760.00
1.1.7	Estimating budget of the project	4 days	Wed 6/27/18	Mon 7/2/18	Finance Manager, Project Manager, Resource Manager	$1,120.00
1.1.8	HR planning	6 days	Tue 7/3/18	Tue 7/10/18	Finance Manager, Project Manager, Resource Manager	$1,680.00
1.1.9	Executing Kick-off meeting	10 days	Wed 7/11/18	Tue 7/24/18	Finance Manager, Project Manager, Resource Manager	$2,800.00
1.1.10	Milestone 1: Planning completed	0 days	Tue 7/24/18	Tue 7/24/18		$0.00
1.2	New platform preparation	38 days	Wed 7/25/18	Fri 9/14/18		$7,828.00
1.2.1	Acquiring API	5 days	Wed 7/25/18	Tue 7/31/18	IT technician, Programmer, Software[1], System Analyst	$780.00
1.2.2	Reviewing API	4 days	Wed 8/1/18	Mon 8/6/18	IT technician, Programmer, Software[1], System Analyst, Cloud Service Provider	$804.00
1.2.3	reviewing the existing system	6 days	Tue 8/7/18	Tue 8/14/18	IT technician, Programmer, Software[1], System Analyst	$916.00
1.2.4	New customer relationship system	2 days	Wed 8/15/18	Thu 8/16/18	IT technician, Programmer, Software[1], System Analyst, Business analyst, Market analyst	$692.00
1.2.5	Customer preferences identification	5 days	Fri 8/17/18	Thu 8/23/18	IT technician, Programmer, Software[1], System Analyst, Business analyst, Market analyst	$1,580.00
1.2.6	Data migration	3 days	Fri 8/24/18	Tue 8/28/18	IT technician, Programmer, Software[1], System Analyst, Business analyst, Market analyst	$988.00
1.2.7	Documenting detailed requirements	7 days	Wed 8/29/18	Thu 9/6/18	IT technician, Programmer, Software[1], System Analyst	$1,052.00
1.2.8	Defining the business rules	2 days	Fri 9/7/18	Mon 9/10/18	IT technician, Programmer, Software[1], System Analyst	$372.00
1.2.9	System Configuration	4 days	Tue 9/11/18	Fri 9/14/18	IT technician, Programmer, Software[1], System Analyst	$644.00
1.2.10	Milestone 2: New platform preparation completed	0 days	Fri 9/14/18	Fri 9/14/18		$0.00
1.3	Existing platform and devices identification	34 days	Mon 9/17/18	Thu 11/1/18		$10,088.00
1.3.1	Analysing the specification of the devices	6 days	Mon 9/17/18	Mon 9/24/18	Business analyst, Cloud Service Provider, Finance Manager, Hardware[1], IT technician, Project Manager, Resource Manager, Software[1], System Analyst, TOSIG Executive	$3,272.00
1.3.2	distributing new mobile devices	8 days	Tue 9/25/18	Thu 10/4/18	Business analyst, Cloud Service Provider, Finance Manager, Hardware[1], IT technician, Project Manager, Resource Manager, Software[1], System Analyst, TOSIG Executive	$4,296.00
1.3.3	task review and quality assurance	20 days	Fri 10/5/18	Thu 11/1/18		$2,520.00
1.3.3.1	evaluating the data exports	6 days	Fri 10/5/18	Fri 10/12/18	Cloud Service Provider, Hardware[1], IT technician, Programmer, Software[1]	$776.00
1.3.3.2	Analysing growth in the new customers’ list	5 days	Mon 10/15/18	Fri 10/19/18	Cloud Service Provider, Hardware[1], IT technician, Programmer, Software[1]	$680.00
1.3.3.3	Milestone 3: Analysis of existing platform completed	9 days	Mon 10/22/18	Thu 11/1/18	Cloud Service Provider, Hardware[1], IT technician, Programmer, Software[1]	$1,064.00
1.4	Import services routine	52 days	Fri 11/2/18	Mon 1/14/19		$10,852.00
1.4.1	Mapping trial data to API	7 days	Fri 11/2/18	Mon 11/12/18	IT technician, Programmer, System Analyst	$952.00
1.4.2	Building routines	4 days	Tue 11/13/18	Fri 11/16/18	IT technician, Programmer, System Analyst, Hardware[1], Software[1]	$744.00
1.4.3	Testing Routines	5 days	Mon 11/19/18	Fri 11/23/18	IT technician, Programmer, System Analyst, Hardware[1], Software[1]	$880.00
1.4.4	Confirming Data Compliance	8 days	Mon 11/26/18	Wed 12/5/18	IT technician, Programmer, System Analyst	$1,088.00
1.4.5	Data import	5 days	Thu 12/6/18	Wed 12/12/18	Cloud Service Provider, Hardware[1], Software[1]	$400.00
1.4.6	Quality Assurance	20 days	Thu 12/13/18	Wed 1/9/19		$5,948.00
1.4.6.1	Staff Scheduling	6 days	Thu 12/13/18	Thu 12/20/18	Project Manager, Resource Manager, TOSIG Executive	$1,440.00
1.4.6.2	Testing schedules	7 days	Fri 12/21/18	Mon 12/31/18	Project Manager, Resource Manager, TOSIG Executive, IT technician, Programmer, Software[1]	$2,172.00
1.4.6.3	Test results review	4 days	Tue 1/1/19	Fri 1/4/19	Project Manager, Resource Manager, TOSIG Executive, System Analyst	$1,280.00
1.4.6.4	Testing documentation	3 days	Mon 1/7/19	Wed 1/9/19	Project Manager, Resource Manager, TOSIG Executive, Business analyst, IT technician	$1,056.00
1.4.7	Evaluation of new clients	3 days	Thu 1/10/19	Mon 1/14/19		$840.00
1.4.7.1	Reviewing QA	3 days	Thu 1/10/19	Mon 1/14/19	Finance Manager, Project Manager, System Analyst	$840.00
1.4.7.2	Milestone 4: Importing Data completed	0 days	Mon 1/14/19	Mon 1/14/19	Finance Manager, Project Manager, System Analyst	$0.00
1.5	Project closure	26 days	Tue 1/15/19	Tue 2/19/19		$5,576.00
1.5.1	Bugs and glitches fixing process definition	5 days	Tue 1/15/19	Mon 1/21/19	Cloud Service Provider, Hardware[1], IT technician, Programmer, Software[1], System Analyst	$1,080.00
1.5.2	patching and maintaining schedule	5 days	Tue 1/22/19	Mon 1/28/19	Cloud Service Provider, Hardware[1], IT technician, Programmer, Software[1], System Analyst	$1,080.00
1.5.3	Documentation	6 days	Tue 1/29/19	Tue 2/5/19	Cloud Service Provider, Hardware[1], IT technician, Programmer, Software[1], System Analyst	$1,256.00
1.5.4	Manual Data Fixing	4 days	Wed 2/6/19	Mon 2/11/19	Cloud Service Provider, Hardware[1], IT technician, Programmer, Software[1], System Analyst	$904.00
1.5.5	Project Hand Over	6 days	Tue 2/12/19	Tue 2/19/19	Cloud Service Provider, Hardware[1], IT technician, Programmer, Software[1], System Analyst	$1,256.00
1.5.6	Milestone 5: project Hand over completed	0 days	Tue 2/19/19	Tue 2/19/19		$0.00

5.2 Risk Cause and its Effect

Category	Risk	Potential Cause(s)	Potential Response(s)	Response Strategy
Design	Infeasible design	Waste of time and money	Considering the needs and requirements while designing	Exploit
Resources and team	Ineffective training	Difficult quality trainings	Better trainer and staffs	Accept
Change management	Conflict among stakeholders	Change request might came into light	Proper and effective communication	Reduce
Cost management	Project delivery can be costly	Schedule escalation and improper estimation	Effective cost management	Avoid
Scope	Improper estimation	Improper planning	Proper business case	Reduce

5.2.1 Problem

Resistance from the agents
Lack of resources
Conflict
Data security
Compliance with cloud service provider’s policy

5.2.2 Constraints

Time: 192 days
Budget: $ 47, 224
Proposed solution will eliminate all the existing problems
Milestones will be accomplishment within assumptions

Conclusion

The proposed solution will allow TOSIG to effectively manage the new customers and following the project plan proposed in this report will be helpful in developing the project within the expected schedule and time. The proposed solution will be helpful in managing the project constraints and delivering the necessary outcomes and enhancing the performance of the organization.

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