Proposal

You work in the IT department of a financial services company that sells investments to, and manages investment portfolios for, high net worth individuals. Your organization uses custom-built legacy software applications and systems to support its sales processes. The sales software applications and systems are not integrated, and they do not support an enterprise view of the sales processes throughout the organization. Management is frustrated because the 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. 

You have been assigned to analyze your organization’s sales processes and identify an IT system capable of improving the sales processes of your organization. In addition, your organization is looking for an easy-to-use, cloud-based Customer Relationship Management (CRM) solution to generate more leads, increase sales, improve customer service, reduce the cost of sales for the organization, and increase revenue.

The project proposal must include the following items:

· A project definition and scope that defines the project and articulates the business context for the project

· The problems that the proposed system is expected to solve (or opportunities the proposed project is expected to produce)

· The project objectives

· The project methodology or "game plan"

· A high-level schedule for completing the project scope

Instructions: Fill out each of the sections below with information relevant to your project, and add your company’s name. 

Company Name

Project Proposal

Project Scope statement

  

Project Title:

 

Project Sponsor(s):

 

Business Context for the System:

 

Project Scope Description:

 

Date Prepared:

 

Prepared By:

Problems/Issues/opportunities the proposed system expected to Solve

  

Problems

Issues

Opportunities

 

·  

·  

·  

project objectives

  

Project Objective   Name

Project Objective Description

 

 

 

 

project deliverables

  

Project Deliverable   Name

Project Deliverable Description

 

project acceptance criteria

  

Project Acceptance   Criteria Name

Project Acceptance Criteria   Description

 

 

 

 

project exclusions

  

Project Exclusion   Name

Project Exclusion Description

 

 

 

 

project constraints

  

Project Constraint   Name

Project Constraint Description

 

 

 

 

project assumptions

  

Project Assumption Name

Project Assumption Description

 

 

 

   

PROJECT    METHODOLOGY

 

high-level work schedule: Project Scope

   

Description of    Work

Assumptions and Constraints

 

  

Milestones

Due Dates

 

  

ID

Activity

Resource

Labor

Hours

Labor

Rate

Labor

Total

Material

Units

Material

Cost

Material

Total

Total

Cost

 

 

 

 

   

Quality Requirements

 

   

Acceptance Criteria

 

   

Technical Information

 

   

Agreement Information