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Development of a Cloud Computing Customer Relationship System

   

Added on  2021-05-31

14 Pages2893 Words48 Views
Project charter 1A project charter of developing a customer relation system of Tier one supplier’s insurancegroup Submitted byAffiliationSupervisor’s nameDate of submission
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Project charter 2Project descriptionsProject title: Development of a cloud computing customer relationship system within a period of 6 months.Project sponsor: Tier one supplier’s insurance groupProject team/manager: XYZ business consultancyProject budget: $10,000Scope and reviewThe scope defines the boundary in which the project deliverables will be covered by the project team (Kloppenborg 2014, p.12). The customer relationship system to be developed is expected toserve the organization, customers and employees. The new system will be hosted using cloud computing to make easier accessibility at any point or location. The scope coverage of the project is to: develop a mobile office work system that employees can work whenever and be easily tracked. Improve customer relations by providing them with laptops, tablets, and smart phones with TOSIG systems moved with cloud computing so as to enable them get accessed to information regarding their policies. The scope of the project will entail training the various users on how the system will perform and work (Burke 2013 p.34). The training will form the last stage of the project that facilitates handing over to the immediate owner. The project needs to be achieved within a budget of $10000. Budgetary resource costing are essential components in ensuring project outcomes. The project will employ two methods of estimations in coming up with the budget (bottom and time up estimations).Project requirements: The project requirements define technical and operative function of the system. The system is expected to create cost baselines, cash flow forecasts, earning value management processes, and create percentage compliant proposal (Bryde, Broquetas & Volm 2013 p.35). To obtain the required goal the project will need to have a provider for customer relationship system, finances to buy the required infrastructure of the project, resources and
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Project charter 3finances to purchase the product and resources, set required time for employee’s trainings, and controls techniques and monitoring systems. Project deliverables: The project deliverables are high level activities expected to be achieved by the projec (Chapell & Dunn 2015 p.56). tThe project deliverables include the following: Requirement gathering of the system, technical specifications of the system, development of the system, server installations, client PC set ups, unit tests of all developments, user acceptance testing of the application, training users of the developed system, going live with the system, andproject review and closureIn frame and out frame items: the in frame items to be executed by the project including seeking for a system provider, writing of the project charter, and training the various users on thesystem to be implemented. The project out frame items including matters of contractual management with various service providers, buying of the IT infrastructures.Scope verifications- Final product should be able to meet the project design plan features presented by the civil engineers. At each stage of the constructions a verification and specification audit will be done (Chen 2012 p.45). Scope control- control charts and control cybernetics tools will be used to ensure that the activities go as scheduled. The project manager will be tasked with the role of controlling the execution of project activities as per the plans. Business caseThe business case justifies the need to have the project implemented by the organization (Dibrell,Craig & Neubaum 2014 p.35). By upgrading its current system and adopting the new customer relationship system the business is intending to increase the number of new customers and be able to retain the current customers. The use of the system is aimed at improving efficiency in operations by reducing the time spent in filling forms. It will also provide a suitable opportunity in which the company can reduce its overhead costs significantly be closing down physical offices. Feasibility studies will be provided to provide the basis to approve the project.There is concern that TOSIG are missing opportunities to sell more insurance because their agents do not have the ability to receive a report in the field. The organisational strategy is to maintain existing
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Project charter 4customers and increase the number of insurance products offered to clients. Another factor is that currently agents spend a considerable about of time in the office entering information into the system from the site visit form, while TOSIG would prefer that they spent more time out in the field visiting potential and existing clients. The project team will formulate a suitable business like strategy that will ensure that the project is completed within the three constraints of scope, budget and time. The business case will employ SWOT analysis to identify strategy to be employed. Template 1 presents SWOT analysis for the company.Template 1 SWOT analysis SWOT COMPONENTSPOTENTIAL EFFECT BENEFIT ACCRUEDSTRENGTH1 Adequate finances for project support1 to accomplish within the required time2.Good will from the project sponsor 2. Exploit resulting opportunities WEAKNESSES1. Resistance of employees 1. Increased accountability2.Untrained personnel Providing trainings OPPORTUNITIES1.Market increasing in the industry1. Increasing incomes2.Unique system to be implemented 2. Untapped resources for exploitationsTHREATS1.Emerging competitions 1. Development of contingency plans 2.Rising organizational risks 2. consultations BackgroundTier one suppliers insurance group (TOSIG) is a company that offers insurance needs to tier one suppliers on improvements of buildings, fencing, stock yards, storage silo’s and machinery. The company is aiming to maintain its business and grow it business levels. The business has 6.7 billion dollars’ worth of risks that it has insured from across different sectors. The main future goal of the company is to target to sale insurance to small and medium enterprise. Currently it is up to each agent to maintain information on their book of clients although information on policies is kept in a central database. Approximately every five years a site visit to the client is
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