Upgrade of Customer Relationship Management System for Tier One Suppliers Insurance Group

Tier One Suppliers Insurance Group
Project Charter
8/2/2018

Project Charter
Table of Contents
Introduction...........................................................................................................................................2
Problem Statement.............................................................................................................................2
Purpose & Justification......................................................................................................................2
Project Objectives..............................................................................................................................2
High Level Project Description.............................................................................................................2
Project Management Methodology........................................................................................................3
High-Level Requirements......................................................................................................................3
Assumptions & Constraints...................................................................................................................3
Key Stakeholders...................................................................................................................................3
Project Resources..................................................................................................................................4
Deliverables & Milestones....................................................................................................................4
High Level Schedule & Budget.............................................................................................................4
Project Risks..........................................................................................................................................5
References.............................................................................................................................................6

Project Charter
Introduction
Tier One Suppliers Insurance Group (TOSIG) is an insurance company that offers insurance
services to its clients. The company is looking to enhance its current business operations and
activities and an upgrade of the information systems will be needed to streamline the
activities.
Problem Statement
The agents of TOSIG are currently provided with a vehicle, laptop with wireless
connectivity, and Blackberry phone. The expansion of the business activities will lead to
expansion of customer base and the current infrastructure brings up the issues as enhanced
time for data loading, weak remote access, and deterioration of the quality.
Purpose & Justification
The purpose of the project is to upgrade the customer relationship management system and
implement cloud-based system for TOSIG.
The project is justified as it will resolve the existing set of issues. The agents will be provided
with a tablet that will pre-populate the customer data. The remote access, cloud database, and
remote connectivity will be offered to eliminate the need to visit the offices physically.
Project Objectives
The objectives of the project are as listed below:
 To upgrade the customer relationship management system for TOSIG to attain
enhanced customer satisfaction and engagement.
 To adhere to the ethical standards, quality standards, and legal policies throughout the
project timeline.
 To adhere to the schedule and budget estimated for the project.
High Level Project Description
With the expansion of the business of TOSIG, it is now required to upgrade the information
systems, introduce enhanced mobility in the business, and move to the cloud-based system.
The upgrade will start with the implementation of an enhanced customer relationship
management system. The agents will also be provided with a tablet that will be pre-populated