solution A+ work

Project Scope Statement

Project Title

IT system sale process.

Project Sponsor(s)

Company itself

Business Context for the System

In the business context the system could be sales processing with effective CRM system and make reporting, improve sales and customer services etc.

Project Scope Description

The scope of the project is to provide the best financial services to our investors and the proposal is being for the process of the sales and IT system can perform all the required tasks which includes customer services, reduction of the cost of sales, increase revenue etc.

Date Prepared

07-05-2021

Prepared By

XYZ

Problems/Issues/Opportunities the Proposed System Expected to Solve

Problems

Issues

Opportunities

sales applications and systems do not provide the information and reports necessary for them to measure, monitor, and manage sales production in the organization.

Sales executives and account managers are frustrated because the sales software applications and systems do not support the sales cycle for the products and services that the organization sells.

The opportunity that we have to improve the IT system within advance level to predict the future forecasting sales and investment decision and make analytical and geometrical calculation within no time. Need to grow the investors with most advance system.

Project Objectives Comment by Ilka Kawashita: Objective: “Something toward which work is to be directed, a strategic position to be attained, a purpose to be achieved, a result to be obtained, a product to be produced, or a service to be performed. Measurable project objectives.” (PMBOK 6th Edition, 2017) For example: increase of sales leads by XX% in Y trimesters or increase the number of clients by XX% by XYZ date

Project Objective Name

Project Objective Description

IT system maintenance.

The project objective is to measure and monitor and advance the system of the IT system sales and sales software application do not support the sales forecasting and do not provide the customer services and sales cycle process.

Project Deliverables Comment by Ilka Kawashita: Deliverable: “Any unique and verifiable product, result, or capability to perform a service that is required to be produced to complete a process, phase, or project. Deliverables also include ancillary results, such as project management reports and documentation. These deliverables may be described at a summary level or in great detail.” “Deliverables are typically tangible components completed to meet the project objectives and can include elements of the project management plan.” (PMBOK 6th Edition, 2017) For example, the application, the project plan Where is the project documentation? The project plan? Proposal?

Project Deliverable Name

Project Deliverable Description

William Beach IT system

The project that we deliver to the organization is to improve the IT system of the company. And improve the sales cycle of the software with CRM facility. Improve the throughout sales process of the company with the interlinked of the sale and system software.

Project Acceptance Criteria

Project Acceptance Criteria Name

Project Acceptance Criteria Description

IT sales system

The project must be accepted if the IT sales system is perfectly running. All the software is running on the best performance with no hurdle and must be interlinked with sale department as well to access the information. Software must be cloud computing with updated version of CRM to liked with their accounts, emails. Account’s manager has accessed every little information if they want for analysis. They monitor every single transaction with every second investment portfolio decision.

Project Exclusions

Project Exclusion Name

Project Exclusion Description

Skilled people, time required, uses of the different programming, coding language

In project exclusion IT not involved in generating sales of the company and not to involved in the financial investment decision of the company. Which software is use or which company we must buy the software which we will use in the project? Different software files, drivers, programming language and all IT coding which is the project exclusion.

Project Constraints

Project Constraint Name

Project Constraint Description

Quality

The main project constraint is quality, scope, and cost. Our project is main priority to provide the quality software with efficient running software who processes the sales and generate revenue with cloud computing CRM software with linked with their mobiles and emails to notify them on every transaction. The scope of the IT system adaptation is very unlimited and go beyond the thinking which could be add further in future according to the company financial service company to arrange the investment portfolios. The software must be integrated.

Scope

The scope of this project to work with as a team and provide quality services to our clients. Also our system should be advance to build the sales and revenue.

Cost

Our main cost would be software purchase which could be cloud computing or own servers because we no longer focus on the local software and we bought the software from the legitimate software company who make this software with our requirements. Because in our local software we are many things lacks in the running software.

Project Assumptions

Project Assumption Name

Project Assumption Description

IT equipment

The assumption of the project may be true or false in the project it could depend on the circumstances. Here we need first best IT servers where we store all the data of the company and runs all heavy software on the machine. We contact to the software company we will negotiate the terms and price because local software is not the permanent solution of the financial services.

Skills Required

In our team we must require skilled and talented people. They need to install, run, and maintain the software of the company where the sales processing will be smooth. Staff must be software engineer and have a relevant experience.

Time management

The project will be completed in the given timeframe. In this project time management is very important for the team to advance the sale processes with cloud CRM technology to provide better services.

All the stakeholders are in meeting

For every step success we need to involve the stakeholders that we complete the phase and give feedback from them and keep advice from them for the betterment of the implementation of the project.

Project Methodology

Our project methodology is to be focusing on the phase wise works that we prefer. We divide our work on different phases like to negotiate with the software companies that purchase cloud computing which make our time safe and if we build the own software we need a highly qualified engineers for making the software and the past experience was not good so far so we purchase the financial services software to the legitimate company then we working on this software with our requirements through our engineer and install our data in to that software and the application that we build could be run on the single setup on the starting phase then move to the department then whole company. Our sales executive and account manager are our top priority to facilitate them as soon as possible with the demanding requirements to improve the sales and account system. So, the system and sales software must be interlinked to access the information but have an access of few peoples in starting phase. Salesperson will know and analysis and make forecasting the sales of the investors. Our staff could be working on the interlinked the software and have an access of the id of the system to make their work better.

Description of Work

Assumptions and Constraints

Our description of work is to integrate the sale and system to each other to access the data information to our salesperson which is starting phase to access the customer information with programming and coding the program. Then must collaborate with software company or our servers to build a main server to link and access all information on one place.

Our assumption is to use the main servers which is equipment of the IT and integrate the software to the system means account and sale have access the information on one page.

Milestones Comment by Ilka Kawashita: Milestone: “A significant point or event in a project, program, or portfolio.” (PMBOK 6th Edition, 2017) For example: requirements signed-off by customer, application tested by XYZ date

Due Dates

Our milestone is to complete the project in different phases. Step by step initiation and completion of the project is very important for the success of the project. Our target is to achieve the milestone to complete our task to integrate the software to the sale and system to link each other. Buy storage to the software companies or own maintain the min server which will store all the information in one platform to access every salesperson and give rights to them to access the sales lead. And make the system very easy and readable.

Our due date is complete the project within 6 months.

Quality Requirements

In the quality requirements of the project, it should be tested before the implementation of the cloud computing software and the software run smoothly without any break with new features and easy to use. If the software has a lot of users at one time it should be running smooth without any delay and show the results within nano second. Also the system software are linked with the sale software to access all information and make analysis of the investors and their portfolio. These quality requirements in cloud CRM technology, making reports easily. The cost in this project it should be cost effective and very low with new CRM technology and AI use in the software.

Acceptance Criteria

The acceptance criteria of the project if they are willing to make reports, monitor the transactions with history of our transaction every investor every portfolio of the company. Analyze the different investment portfolio with different analytical built-in tools to make prediction of the investments in different portfolios. All the system and sales are integrated to each other to make and access the data of the investors. Make an easy and readable CRM software for the sales team to lead the sale within a easy way and make analysis easily. Account’s manager easily manages the accounts and monitor the investors account with generating more sales and revenue. Our backup system must be intact with the main server and always on with power generation system. All IT equipment are well updated and free from viruses.

Technical Information

Company needs to organize all the data store in the temporary servers while in that period they start a phase of the project. It could be their using own main servers with technical staff and make programming and coding the machine to integrate the system to sales. In the first phase different software making company to buy that software in term of storage or cloud computing techniques within CRM software and align with the company requirements then we install all our data into it with the requirements of the company, like different software sales process throughout the account’s manager and sales team, making their financial analysis and monitoring the transaction of the company. All the work will be done we implement this software as runner in our practical field with calculate our risk which could be minimum. Need to more programmed with the registered and legitimate software. And think for the future perspective after successfully completing the project.

Agreement Information

The agreement information between the company and IT company is that the not leaking any information of the client to anyone. All the information must be safe and keep monitoring on the data safety measures. Because in the financial instate services data is everything for the company and their investors where to invest the money and the money protection of the investors. The cloud computing agreement to the IT company is very easy and accessible to everyone.

Content / Development

100 points

Points Earned

80/100

Additional Comments:

Complete the Project Proposal Template based on the business scenario you selected.

10/20

The project proposal template was presented. See my comments above to complete the proposal

Develop a project definition and scope that defines the project and articulates the business context for the project.

15/15

The project definition and scope defined the project. And the business context for the project was fully articulated.

Identify problems that the proposed system is expected to solve (or opportunities the proposed project is expected to produce).

15/15

The problems/opportunities that the proposed system is expected to solve/produce were identified.

Create project objectives.

10/15

Project objectives were created. However they require revision

Create the project methodology or game plan.

15/15

The project methodology or game plan was presented

Compile a high-level schedule for completing the project scope.

5/15

A high-level scheduled for completing the project scope was partially compiled. However, it should be detailed. Complete milestones list is missing, as well as detailed resources estimation

Mechanics and citations

5/5

Paper was well written and structured

Total 100 Points

Points Earned

80/100

Additional Comments: Well done! The project proposal template was completed and reflects the business scenario chosen. The scope of the project was clearly defined and described the work needed to complete the project. Kanban is an appropriate methodology to support this development project. To be perfect, project objectives, the schedule should be detailed to reflect all the work that need to be done, as well as milestones and resources estimations. See attached file for detailed feedback and remember to incorporate it to the final version of the proposal.