Automated System for Tier One Suppliers Insurance Group
Verified
Added on  2023/06/10
|15
|2822
|477
AI Summary
This article provides an overview of the Automated System for Tier One Suppliers Insurance Group. It covers the project background, goal, objective, deliverables, and strategic alignment. Additionally, it discusses project schedule, time and cost management, resource management, risk management, and communication management plan.
Contribute Materials
Your contribution can guide someone’s learning journey. Share your
documents today.
1 Tier One Suppliers Insurance Group – Automated System Table of Contents 1. Project Background..........................................................................................................2 1.1.Project goal.....................................................................................................................2 1.2.Project objective.............................................................................................................2 1.3.Project Deliverable.........................................................................................................2 1.4.Strategic alignment of project........................................................................................3 2.Project schedule.........................................................................................................3 2.1.Milestones..............................................................................................................3 2.2.Project requirements..............................................................................................3 2.3.Limits and exclusions.............................................................................................3 2.4.Work process breakdown schedule.........................................................................4 3.Time and cost management........................................................................................5 3.1.Time management..................................................................................................5 3.2.Cost management...................................................................................................6 4.Resource management...............................................................................................7 5.Risk management.......................................................................................................9 6.Communication management plan...........................................................................12 References.......................................................................................................................14
Secure Best Marks with AI Grader
Need help grading? Try our AI Grader for instant feedback on your assignments.
2 Tier One Suppliers Insurance Group – Automated System Project Background Tier One Suppliers Insurance Group provides insurances to tier one suppliers. They employ agents to visit clients and make deals with them, However, with the increase in business, it is trying to attract more customers and helps their agents to minimize time taken in sending the data captured in the field on to the centralized server. 1.1.Project goal Following are some of the key objectives for the proposed project: Minimize the overall data that is being consumed for entering the data by the agent. Minimize the overall error rate when the agent enters the data Attractingofnewcustomersbyshiftingthefocusonhigh-riskclients contrarily. Saving time by allowing agents to enter the data directly from the field. Responding to low-risk clients without physically visiting them thereby saving time. Closing of physical offices towards company for saving costs. Managing of customer’s risks properly to ensure that proper products could be renewed or sold. 1.2.Project objective The key objective for the project is to develop a new information system that would allow one to handle customer’s needs better and also allowing agents to attract newer and more customers with high risk profiles. The objectives for the project are defined as follows: Selecting a CRM vendor for the newly proposed system. Selecting of a cloud based technology as well for the system proposed. Integration of CRM system with the cloud based solution. Allowing agents to run the newly proposed system on majority of devices. Training agents so that they can adopt the new system with ease Training agents on the new information available via the system. Finally, to provide a system that would be able to generate a new report on the field so as to attract additional customers.
3 Tier One Suppliers Insurance Group – Automated System 1.3.Project Deliverable Following are some of the key deliverables for the newly proposed system: Migration of data from the current system to all agents for the newly integrated CRM based cloud solution. Ability to track status of each agent visits towards their respective clients. Ability track conversations of clients done by the respective agents. Improvement in the processing of new clients and also the maintenance of the older ones. Reduction in the overall time spent in transferring critical information from the agents into the system. Centralization of controlling of customers and agents. 1.4.Strategic alignment of project Goals for the proposed system mwatch with that of the goals of the company and are in line. The design and development of the project is also done so as to achieve the organizational goals. 2.Project schedule 2.1.Milestones The project has following milestones: Milestone NameStartFinish Milestone 1: Project charter approvalThu 21/06/18Thu 21/06/18 Milestone 2: Purchase CRM and cloud vendorsTue 10/07/18Tue 10/07/18 Milestone 3: Approve UI designThu 09/08/18Thu 09/08/18 Milestone 4: Coded systemTue 23/10/18Tue 23/10/18 Milestone 5: Tested systemThu 08/11/18Thu 08/11/18 2.2.Project requirements Following are some of the key technical and project requirements related to the project: The backup for data should be done either before or together while the planning phase of the system is in motion.
4 Tier One Suppliers Insurance Group – Automated System The restoration of the backup should not take any longer than 2 hours if at all the project results in failure. All agents being entered into the system should have a valid operating license. Lastly, all the existing clients should not be affected in any way when the newer system is being developed and / or migrated. As a result to achieve this, separate resources should be allocated. 2.3.Limits and exclusions Following are some of the key exclusion and limits for the project (Tamir and Yang, 2015) There would not be any upgrades in the system after the User Acceptance testing has been done. The project should never cover any bugs once the project enters closure. The project would only deal with the payroll aspect of CRM as well as the storage aspect of the cloud. The project would not cover any marketing or financial planning aspects for the company. The project would is restricted to the business working days starting Monday and ending on Friday wherein the timings are : 9:00 Am to 6:00 Pm. 2.4.Work process breakdown schedule WBSTask Name 1Cloud based TOSIG Automated System 1.1Project planning 1.1.1Create scope statement 1.1.2Identify stakeholders 1.1.3Create project charter 1.1.4Approve project charter 1.1.5Milestone 1: Project charter approval 1.2Project execution 1.2.1CRM selection 1.2.1.1Prepare CRM requirements 1.2.1.2Conduct market research
Paraphrase This Document
Need a fresh take? Get an instant paraphrase of this document with our AI Paraphraser
5 Tier One Suppliers Insurance Group – Automated System 1.2.1.3Finalize 3 vendors 1.2.1.4Approve CRM vendor 1.2.2Cloud service provider selection 1.2.2.1Prepare cloud service provider requirements 1.2.2.2Conduct market research 1.2.2.3Finalize 3 vendors 1.2.2.4Approve cloud service provider vendor 1.2.3Milestone 2: Purchase CRM and cloud vendors 1.2.4System implementation 1.2.4.1Graphic design 1.2.4.1.1Create wireframes 1.2.4.1.2Create UI screens 1.2.4.1.3Handover to Developer team 1.2.4.2Milestone 3: Approve UI design 1.2.4.3System design 1.2.4.3.1Create High Level Design 1.2.4.3.2Create Low Level design 1.2.4.3.3Handover to developer team 1.2.4.4Coding 1.2.4.4.1Create database 1.2.4.4.2Implement business logic 1.2.4.4.3Integration with database 1.2.4.4.4Integrate CRM 1.2.4.4.5Integrate cloud 1.2.4.5Milestone 4: Coded system 1.2.5Testing 1.2.5.1System testing 1.2.5.2Application testing 1.2.5.3Prepare bug summary 1.2.6Milestone 5: Tested system 1.2.7Resolve bugs 1.2.8Go-Live
6 Tier One Suppliers Insurance Group – Automated System 3.Time and cost management 3.1.Time management The project starts on 6thJune 2018 and ends on 23rdNovember 2018 with total duration of 123 days.
7 Tier One Suppliers Insurance Group – Automated System 3.2.Cost management The total cost of the project has been done using Apportion method under Top-down approach. It is assumed that budget is available for each activity. The cost shall include following items (Marle, 2014).: Cost of cloud – Since the cost is calculated Pay as per use basis, any of the available vendors such as Cloud Central, Optus and Ninefold. It is estimated to be fixed at around $200. Cost of CRM license – It can be approximated around $2000. Labour cost - $66,840.
Secure Best Marks with AI Grader
Need help grading? Try our AI Grader for instant feedback on your assignments.
8 Tier One Suppliers Insurance Group – Automated System 4.Resource management Resources are managed through RACI matrix: R- Responsible, A – Accountable, C – Consulted, I - Informed Task NameResource NamesPMGUIPG1PG2DBATRAOBA Create scope statementProject managerRACIIIIIIII Identify stakeholdersProject managerRACIIIIIIII Create project charterProject managerRACIIIIIIII Approve project charter Project managerRACIIIIIIII Milestone 1: Project
9 Tier One Suppliers Insurance Group – Automated System charter approval Prepare CRM requirements Business analystACIIIIIIIR Conduct market research Administration officer ACIIIIIIRI Finalize 3 vendorsBusiness analystACIIIIIIIR Approve CRM vendor Project managerRACIIIIIIII Prepare cloud service provider requirements Business analystACIIIIIIIR Conduct market research Administration officer ACIIIIIIRI Finalize 3 vendorsBusiness analystACIIIIIIIR Approve cloud service provider vendor Project managerRACIIIIIIII Milestone 2: Purchase CRM and cloud vendors Create wireframesGraphical user interface developer ACIRIIIIII Create UI screensProgrammer 1ACIIRIIIII Handover to Developer team Project managerRACIIIIIIII Milestone 3: Approve UI design System design Create High Level Design Programmer 2ACIIIRIIII Create Low Level design Programmer 2ACIIIRIIII Handover to developer team Project managerRACIIIIIIII Coding
10 Tier One Suppliers Insurance Group – Automated System Create databaseDatabase developer ACIIIIRIII Implement business logic Programmer 1ACIIRIIIII Integration with database Programmer 1ACIIRIIIII Integrate CRMCRM license[1],Progra mmer 1 ACIIRIIIII Integrate cloudCloud service[1],Programmer 1 IRIIIII System testingTesterACIIIIIRII Application testingTesterACIIIIIRII Prepare bug summary TesterACIIIIIRII Milestone 5: Tested system ACIIIIIIII Resolve bugsProgrammer 1, Programmer 2 ACIIRRIII Go-LiveProject managerRACIIIIIIII (Mallery, 2011) 5.Risk management To manage the the associated risks for the project, the team would make use of a systematic approach wherein the risks will be identified. Risk assessment are handled using the Crawford Slip Method. This is because, this method is known for being simple and effective at gathering risks from the team and the experts and results are often accurate. In this method a simple slip is passed onto the participants and in a meeting a very specific set of questions are asked and they are to write their responses on those slips. Once these risks are listed, they are then reviewed and finalized for the final risk register. The risks are then categorized based on their probability and impact ratings so that an effective plan can be created to deal with them. Also, the meetings would be conducted regularly to update sponsors and stakeholders. Also, it would provide the necessary reports for risk management. The project manager and
Paraphrase This Document
Need a fresh take? Get an instant paraphrase of this document with our AI Paraphraser
11 Tier One Suppliers Insurance Group – Automated System the team members are responsible for reporting of these risks. Once the project is completed, the project team would assess what risk factors have come up and how it needs to be handled. They would also allow for the outcome and assess if there is any scope for improvisation. Risk assessment form: IDRiskLikelihood (1 to 10) Impact (1 to 10) Detection difficulty (1to 10) When R1Miscommunication557During entire project R2Disinterest from stakeholders 252During entire project R3Huge change in the requirements at testing phase 474Finishing R4Software bugs546After development phase R5Extra emphasis on low-priority task 565During development R6Sickness or resign of key resources 454Anytime during the project R7Increase in the budget675Anytime during the project R8Unexpected quality of deliverables 764After project completion R9Risks related to scheduling 545Anytime during the project R10Deliverables deadlines are missed. 676After each phase
12 Tier One Suppliers Insurance Group – Automated System (Pinto, 2015) Risk response matrix IDRiskResponseContingency plan TriggerResponsible R1MiscommunicationReduceConduct meeting Integrity get impacted Project manager R2Disinterest from stakeholders ReduceConvey pros and cons New requirements Project manager R3Huge change in the requirements at testing phase Scope clarify Correct signing of clients Changes in requirements Project manager R4Software bugsEliminateEnd-to-end testing Unable to execute certain functions Programmer 1 and Programmer 2 R5Extra emphasis on low-priority task Shift the focus Differentiate between high and low priority task Lesser time for main tasks Project manager R6Sickness or resign of key resources Use alternate resources held as backup Have other resources and extra backup time Delay in project completion Project manager R7Increase in the budget ReduceUse contingency cost Cost not available Project manager R8Unexpected quality of deliverables ReduceUse industry expert Quality issueProject manager R9Risks related to scheduling MitigateUse advises from industry Delay on project completion Project manager
13 Tier One Suppliers Insurance Group – Automated System experts R10Deliverables deadlines are missed. ReduceUse advises from industry experts Delay on project completion Project manager (Deeprose, 2002) Both current and future risks should be managed within the project scope, resources and time. The project manager and programmer 1 will be responsible for managing risks. They shall also find ways to mitigate, reduce or avoid them. In case, such. Identified risks are not feasible to eliminate or attend, then they should be considered as constraints of the project. To complete project on time and within the defined budget, extra resources may be added to the project. However, this should be considered only in worst case scenario. Budget and scope should only be altered when the risk is not handled using mitigation and avoidance techniques. 6.Communication management plan The communication plan frames platform using which the project members and stakeholders communicatewitheachother.Inotherwords,itcanbedefinedasaguidelineof communication for the project. It is always kept updated with the change in the needs of the project. The roles of each stakeholder is defined precisely in it. The plan includes a communication matrix. The communication matrix depicts the requirements and needs of communication in the project.Itdescribes:Whatinformationistobecommunicated,whenitistobe communicated, who are the target audience and what are the communication methods. It makes sure that each and every meeting should serve its purpose (Heerkens, 2015). What information to be communicated Target audience WhenMethods of communication Provider Milestone reportEmployeesMonthlyMeetingProject manager Project progress report Project ownerWeeklyEmailProject manager Team status reportProjectBiweeklyMeetingGroup members
Secure Best Marks with AI Grader
Need help grading? Try our AI Grader for instant feedback on your assignments.