Wk 2 - Apply: Signature Assignment: Create a Project Plan Draft

Project Scope Statement

Project Title

IT System and CRM Implementation.

Project Sponsor(s)

Chief Information Officer: Blaise Sauter

Business Context for the System

The business sells investments to, and manages investments portfolio for high net worth individuals. The business’s sales software and applications are not integrated, therefore not supporting the enterprise view of the sales processes.

Project Scope Description

There is the need for creating an IT system that will improve the sales processes and develop an easy to use Cloud-based customer relationship management.

Date Prepared

2/22/2021

Prepared By

Narek Saribekyan

Problems/Issues/Opportunities the Proposed System Expected to Solve

Problems

Issues

Opportunities

IT system that does not support the sales processes.

Lack of a CRM system.

Inefficient sales processes.

Poor Customer Management.

Developing a better IT system that will support the enterprise sales system.

Efficient Customer Management, through the Cloud-Based CRM.

Project Objectives

Project Objective Name

Project Objective Description

Efficiency

Improving the sales processes, to make more sales/profits.

Cost

Reduces cost of managing customers through CRM (automation).

Customer Experience

Using the CRM system to improve customer management.

Improving Business processes

Improving Customer service and sales processes.

Project Deliverables

Project Deliverable Name

Project Deliverable Description

IT System

Implementation of a new IT system that will integrate the software and application, to improve the sales process.

CRM system

Implementing a Cloud-based Customer Relationship Management (CRM) that will improve customer satisfaction.

Project Acceptance Criteria

Project Acceptance Criteria Name

Project Acceptance Criteria Description

More leads Generated

At the end of the project, both the IT and CRM systems need to generate more leads.

Increase Revenue

The Implementation or rather improving the systems, should lead to increased revenue.

Reduce Costs of Sale

The cost incurred by the company, to fulfill sales should reduce to consider the project successful.

Increased sales

Overall sales of the organization need to increase after the implementation of the IT and CRM systems.

Project Exclusions

Project Exclusion Name

Project Exclusion Description

Specific Software

The project will not require a specific software to fulfill the needs of both the sales and CRM process.

IT systems and CRM

The project will not require that both the It systems and CRM system be implemented at the same time.

No Software Upgrades

The project will not require to update the current systems and software. Only implementing new systems and Software.

Project Constraints

Project Constraint Name

Project Constraint Description

Time

The time assigned to complete the project might not be enough.

Budget

The budget might be inaccurate as there might be fluctuations in software and IT systems.

Technological

By the time the project fulfills the requirements, the identified software and systems might be obsolete.

Human Resource

Contracting/Outsourcing might be necessary to implement the IT systems.

Project Assumptions

Project Assumption Name

Project Assumption Description

Resources

All the resources needed will be available.

Equipment

The Company’s equipment and infrastructure are in good shape.

Team members

Team members have the relevant skills required.

CRM & IT systems

The IT system and the CRM system will gel without any problems.

Project Methodology

Lean Methodology: this methodology is chosen to minimize resource waste and maximize customer value. At the end of the day, there should be high value IT system with the exact resources provided. Customer satisfaction should be achieved and value generation is achieved through implementing process flow. Therefore the waste will be eliminated in inventories, installation & implementation services, and various products. The internal team will work on whatever is possible before inviting contractors.

Description of Work

Assumptions and Constraints

IT System and CRM Review

Technological Implementation

Process Implementation

The Review will be successful.

The right technology will be identified.

The Software and IT system will work.

Milestones

Due Dates

Initial Meeting

IT Systems and CRM Needs Review

Technological Implementation

Process Implementation

As soon As Possible.

1 Week

5 Weeks

1 Month

ID

Activity

Resource

Labor Hours

Labor Rate

Labor Total

Material Units

Material Cost

Material Total

Total Cost

1

Initial

Meeting

PM

Analyst

Software Eng.

160

40

160

$30

$40

$35

4800

1600

5600

$4,800

$1,600

$5,600

2

Review

Software Eng.

160

$35

5600

$5,600

3

Implementation

Software Eng.

160

$35

5600

2

$5,000

$10,000

$15,600

4

Management

PM

IT Dep.

160

$30

4800

$4,800

Quality Requirements

Reliability, Efficiency, Security and Maintainability.

Acceptance Criteria

The System should be able to generate leads. The System should improve the sales processes.

Technical Information

The software should be developed in either python or C++. The operating that the software is created for is Windows OS.

Agreement Information

By signing this IT system and CRM implementation Proposal, Lowkey Inc. agrees to the terms that are laid out herein or any changes previously agreed upon with Geek Solutions, Work will Commence Immediately.

Signature

Signature