Insurance System Upgrade Project Plan For Tier One Suppliers Insurance Group (TOSIG)

Task Name

Start

Finish

Milestone 1 – Sign off project plan

Fri 06/07/18

Fri 06/07/18

Milestone 2 – CRM vendor selection

Tue 24/07/18

Tue 24/07/18

Milestone 3 – Cloud vendor selection

Tue 24/07/18

Tue 24/07/18

Milestone 4 – Finalize design document

Mon 20/08/18

Mon 20/08/18

Milestone 7 – Developed code

Wed 10/10/18

Wed 10/10/18

Milestone 8 – Tested system

Tue 30/10/18

Tue 30/10/18

WBS

Task Name

1

Automated System – TOSIG

1.1

   Project planning

1.1.1

      Define scope

1.1.2

      Define limits

1.1.3

      Define human resources

1.1.4

      Prepare project plan

1.1.5

      Milestone 1 – Sign off project plan

1.2

   Vendor selection

1.2.1

      CRM vendor selection

1.2.1.1

         Conduct market research

1.2.1.2

         Shortlist 3 vendors

1.2.1.3

         Select vendor

1.2.1.4

         Milestone 2 – CRM vendor selection

1.2.2

      Cloud solution vendor

1.2.2.1

         Conduct market research

1.2.2.2

         Shortlist 3 vendors

1.2.2.3

         Select vendor

1.2.2.4

         Milestone 3 – Cloud vendor selection

1.3

   Project development

1.3.1

      Design Document

1.3.1.1

         Wireframe Sketches

1.3.1.2

         Competitive Analysis

1.3.1.3

         Content Requirements

1.3.1.4

         Finalize Information Architecture

1.3.1.5

          Finalize Navigation Scheme

1.3.1.6

         Finalize Content Design

1.3.1.7

         Finalize Visual Design

1.3.1.8

         Milestone 4 – Finalize design document

1.3.2

      Prepare database

1.3.2.1

         Define creation query

1.3.2.2

         Execute database creation query

1.3.3

      Code Generation

1.3.3.1

         Develop business logic content

1.3.3.2

         Integrate CRM

1.3.3.3

         Integrate Cloud solution

1.3.3.4

         Milestone 7 – Developed code

1.3.4

      Testing

1.3.4.1

         Application testing

1.3.4.2

         System testing

1.3.4.3

         UAT

1.3.4.4

         Prepare testing bugs summary

1.3.4.5

         Milestone 8 – Tested system

1.4

   Go – Live

WBS

Task Name

Duration

Start

Finish

1

Automated System – TOSIG

89 days

Mon 02/07/18

Thu 01/11/18

1.1

   Project planning

5 days

Mon 02/07/18

Fri 06/07/18

1.2

   Vendor selection

12 days

Mon 09/07/18

Tue 24/07/18

1.2.1

      CRM vendor selection

12 days

Mon 09/07/18

Tue 24/07/18

1.2.2

      Cloud solution vendor

12 days

Mon 09/07/18

Tue 24/07/18

1.3

   Project development

70 days

Wed 25/07/18

Tue 30/10/18

1.3.1

      Design Document

19 days

Wed 25/07/18

Mon 20/08/18

1.3.2

      Prepare database

7 days

Tue 21/08/18

Wed 29/08/18

1.3.3

      Code Generation

30 days

Thu 30/08/18

Wed 10/10/18

1.3.4

      Testing

14 days

Thu 11/10/18

Tue 30/10/18

1.4

   Go – Live

2 days

Wed 31/10/18

Thu 01/11/18

Task Name

PM

GUI

PG1

PG2

DBA

TR

AO

BA

      Define scope

RACI

I

I

I

I

I

I

I

      Define limits

RACI

I

I

I

I

I

I

I

      Define human resources

RACI

I

I

I

I

I

I

I

      Prepare project plan

RACI

I

I

I

I

I

I

I

         Conduct market research

ACI

I

I

I

I

I

I

R

         Shortlist 3 vendors

ACI

I

I

I

I

I

I

R

         Conduct market research

ACI

I

I

I

I

I

I

R

         Shortlist 3 vendors

ACI

I

I

I

I

I

I

R

         Select vendor

ACI

I

I

I

I

I

I

R

         Wireframe Sketches

ACI

R

I

I

I

I

I

I

         Competitive Analysis

ACI

R

I

I

I

I

I

I

         Content Requirements

ACI

R

I

I

I

I

R

I

         Finalize Information Architecture

ACI

R

I

I

I

I

I

I

          Finalize Navigation Scheme

ACI

R

I

I

I

I

I

I

         Finalize Content Design

ACI

R

I

I

I

I

I

I

         Finalize Visual Design

RACI

I

I

I

I

I

I

I

         Define creation query

ACI

I

I

I

R

I

I

I

         Execute database creation query

ACI

I

I

I

R

I

I

I

         Develop business logic content

ACI

I

R

I

I

I

I

I

         Integrate CRM

ACI

I

I

R

I

I

I

I

         Integrate Cloud solution

ACI

I

I

R

I

I

I

I

         Application testing

ACI

I

I

I

I

R

I

I

         System testing

ACI

I

I

I

I

R

I

I

         UAT

ACI

I

I

I

I

R

I

I

         Prepare testing bugs summary

ACI

I

I

I

I

R

I

I

   Go – Live

RACI

I

I

I

I

I

I

I

Task Name

Resource Names

      Define scope

Project manager

      Define limits

Project manager

      Define human resources

Project manager

      Prepare project plan

Project manager

         Conduct market research

Business analyst

         Shortlist 3 vendors

Business analyst

         Conduct market research

Business analyst

         Shortlist 3 vendors

Business analyst

         Select vendor

Business analyst

         Wireframe Sketches

Graphical user interface developer

         Competitive Analysis

Graphical user interface developer

         Content Requirements

Graphical user interface developer, Administration officer

         Finalize Information Architecture

Graphical user interface developer

          Finalize Navigation Scheme

Graphical user interface developer

         Finalize Content Design

Graphical user interface developer

         Finalize Visual Design

Project manager

         Define creation query

Database developer

         Execute database creation query

Database developer

         Develop business logic content

Programmer 1

         Integrate CRM

Programmer 2

         Integrate Cloud solution

Programmer 2

         Application testing

Tester

         System testing

Tester

         UAT

Tester

         Prepare testing bugs summary

Tester

   Go – Live

Project manager

Risk

Probability

Impact

Contingency plan

Increase in the budget

High

Medium

In case the project budget goes beyond the estimated budget then high management approval is required for additional budget.

Deliverables deadlines are missed.

Medium

High

Continuous monitoring of project is performed by the project manager using tools like Gantt chart, Minutes of Meetings, etc. This will help in delivering milestones / deliverables on time.

Unexpected quality of deliverables

Low

High

Project manager should ensure that testing is conducted as soon as code is developed to resolve all the likely and unlikely bugs before UAT.

Variation in scope

Medium

High

Company may change the scope after completion of project as per the changing needs. In this scenario, only those tasks should be accepted for which the agreement was made and rest of them should be rejected.

Disputes among stakeholders

Medium

Medium

Regular meetings with the stakeholders to resolve any conflicts and clarify their respective expectations so that confusion does not occur.

Issues in the developed application

Medium

Medium

Testing should be done at all levels to resolve the bugs and keep testing again to find any bug.

Requirements are not

Low

High

Involve clients throughout the project development and get the requirements verified from stakeholders.

Risks related to scheduling

Low

Medium

In order to resolve risks related to project scheduling, monitoring tools are used to keep the tasks on track which will made it easier for maintaining project resources.

Technical Risks

Low

High

When bugs occur in the application, it can cause issues in the working of the developed system, hence it is important to ensure compatible between the necessary hardware and software  before CRM-cloud based system is launched.

Non-availability of necessary human resources

Medium

High

Availability of resources should be ensure before starting the project. The industry experts should be consulted for resource hiring (Henderson, 2004).

Stakeholder

Data

Frequency of communication

Location of communication

Aim of communication

Communication mechanism

Project Sponsor

Project report

Weekly

SharePoint

Status

Email

Project manager

Project report

Weekly

SharePoint

Status

Email, face-to-face

Project Manager

Request for funds,

Project change request,

Project requirements, updates on team members

At kickstart of project, daily and at the end of each project.

SharePoint

Status

SharePoint, email and face-to-face

Project Team members

Project requirements, updates on team members

At kickstart of project, daily and at the end of each project.

SharePoint

Status

SharePoint, email and face-to-face

Current clients

Before starting the project

Daily

Email

Status

Emails

Clients

Final product

Go-live

SharePoint

End-product

Website and email (Marle, 2014)