Implementation of ERP System in Retail Organization - Project Documentation

This project documentation provides an overview of the ERP implementation plan for a retail organization. It includes project background, scope, stakeholder register, business case, project charter, organizational structure, balanced scorecard, and recommendations for project governance.

Running head: PROJECT DOCUMENTATION
Project Documentation
Implementation of ERP System in retail organization
Name of the Student:
Student ID:
Name of the University:
Author’s note:

1PROJECT DOCUMENTATION
Table of Contents
Introduction......................................................................................................................................2
Project Background.........................................................................................................................2
Project Scope...................................................................................................................................3
Draft Stakeholder Register..............................................................................................................4
Draft Business Case.........................................................................................................................5
Draft Project Charter........................................................................................................................6
Organizational Structure..................................................................................................................7
Design and Application of Balanced Score Card............................................................................8
Recommendations for Project Governance...................................................................................10
Conclusion.....................................................................................................................................10
Bibliography..................................................................................................................................12

2PROJECT DOCUMENTATION
Introduction
The project management had been integrated with the formation of the effective
alignment management. The improvement of the innovation technologies would be aligned with
the continuation of the effective alignment management. The analysis of the works would be
implied for developing the project of ERP implementation plan. The integration of the works has
been taken for ensuring that the project would be confided in implementing ERP for retail
organization. The completion of the project has been aligned for improving the scope and
development of effective operations at the organization. The following assignment is helpful for
developing the preliminary information about the project of ERP implementation system. The
document would provide an overview of the project background, scope, and business case. The
stakeholder analysis has been helpful for forming the alignment of the improved work
development. The analysis of the balanced score card is developed for considering the formation
of the effective work alignment.
Project Background
The project would be developed considering the analysis of the IT project management
and utilization of the effective work integration. The ERP implementation plans hold an integral
role for the execution of the works and listing the information management of the activities and
forming the influence of the effective implication works. The retail organization had required the
proper and effective documentation for listing the formation of the customer sales and services.
The implementation of the services have become very important for the organization as it would
allow the attraction of new customers. The present world is characterized by the accurate and
faster services. The organizations have been in need of a process for improving their existing

3PROJECT DOCUMENTATION
facilities for meeting the growing demands of the competition. Now a days the customer require
faster and better services in the organization. The innovative technology and factors would be
required for forming the innovation and development. The integration would be dependent on the
formation of the effective work alignment for improved services and delivery. The new ERP
system would help in easing the formation of better services and activities. The implication of
the efficient technology for managing the information about the innovative and cool implication.
The ERP system would integrate the sales information system for forming the effective and
improved operations. The innovation would be helpful for forming the listing of the information
and forming the allocation of the effective work development. The integration of the factors for
deployment would integrated with the significant formation of the operations defining the
improved operations. The improvement of the functions had been aligned with the continuous
improvements of the operations. The integration of the functions would be helpful for providing
the improved work experience. The innovation in ERP technology would allow the
simplification of the work development for the retail organization.
Project Scope
The project of ERP implementation in retail organization would support the integration of
the database and the sales information. It would help in automatically storing the information on
an integrated database using required software. The listing of the activities would be implied
with the formation of the ERP sales information processing. The successive innovation of the
activities using the formation of the operations would be implied with the continuation of the
improved innovation and technology alignment. The project scope would be divided into in
scope and out of scope and for completion of the project, only in scope items of the project
should be considered. The in scope items of the project would include the development of the

4PROJECT DOCUMENTATION
project charter document, project planning, risk assessment, system design, system development,
and operation alignment. The initial analysis of the requirements is required for the development
of the information documents for the project. The integration would be subsequently implied
with the analysis of the effective alignment of the works and deployment management. The
project planning is required for ensuring the formation of the activity scheduling and forming the
management of the works. The risk assessment is done for identifying and developing the risk
mitigation strategies for ensuring the work and formation of the works. The identification of the
work would be developed for forming the utilization of the works for execution. The listing of
the risk factors would be developed so that the alignment of the works can be implied with the
formation of the effective work completion. The designing of the system would be done for
forming a sustainable design of the ERP in accordance with the structure of the organization
development. The new ERP system would help in easing the formation of better services and
activities. The implication of the efficient technology for managing the information about the
innovative and cool implication.
Draft Stakeholder Register
A stakeholder register is a well-structured document for integrating the information of the
stakeholders like name, contact info, roles and responsibilities of the stakeholders, and
power/interest analysis. The process of developing the stakeholder register is explained below,
Identification of the stakeholders: The first step of drafting the stakeholder register is
the development of the list of stakeholders. The implementation of the factors for developing the
successive information management would be implied with the coherent management of the
works. The stakeholders that would be required for the development and execution of the project
works would be done in this step.

5PROJECT DOCUMENTATION
Evaluation of the stakeholders: The identified stakeholders would be analyzed in this
step and it would help in identifying the roles and responsibilities of the project stakeholders.
The roles and responsibilities of the stakeholders would be evaluated in this step for forming the
allocation of the specific work completion. The integration would be successfully deployed with
the listing of the operations and integrating work listing.
Power Interest Analysis: The classification of the stakeholders based on the power and
interest role would be done for ensuring the formation of the improved analysis methods. The
power interest analysis would be done for forming the impactful risk register for the project.
Stakeholder Register
Project name: Implementation of ERP System in retail organization
Name of
Stakeholder
Contact Info Roles and Responsibilities Power Interest
Joseph Keith
(Client/Owner)
+41-****-****
[e-mail]
m
Providing initial requirements for
the project
Approving/rejection of the project
on completion
High High
Lance Jones
(System
Developer)
+41-****-****
[e-mail]
m
Developing the ERP system for the
organization
Low High
Katie Price
(Sponsor)
+41-****-****
[e-mail]
m
Providing project with required
resources
High Low
Braun Reigns
(End User)
+41-****-****
[e-mail]
m
Using the ERP system at the retail
organization
Low Low
Draft Business Case
The project is aligned effectively for developing the completion of the documents
aligning the ERP software system development for retail organization. The integration of the
works has been taken for ensuring that the project would be confided in implementing ERP for
retail organization. The project would be developed considering the analysis of the IT project

6PROJECT DOCUMENTATION
management and utilization of the effective work integration. The retail organization had
required the proper and effective documentation for listing the formation of the customer sales
and services. The implementation of the services have become very important for the
organization as it would allow the attraction of new customers. The organizations have been in
need of a process for improving their existing facilities for meeting the growing demands of the
competition. The integration would be dependent on the formation of the effective work
alignment for improved services and delivery. The new ERP system would help in easing the
formation of better services and activities. The ERP system would integrate the sales information
system for forming the effective and improved operations. The innovation would be helpful for
forming the listing of the information and forming the allocation of the effective work
development. The integration of the functions would be helpful for providing the improved work
experience. The innovation in ERP technology would allow the simplification of the work
development for the retail organization. It would help in automatically storing the information on
an integrated database using required software. The listing of the activities would be implied
with the formation of the ERP sales information processing. The utilization of the business case
would allow the formation of the improved innovation and development.
Draft Project Charter
Project Charter Draft
Name of the Project Implementing ERP for retail organization
Project Description The project is aligned effectively for developing the
completion of the documents aligning the ERP software
system development for retail organization. The project
would be developed considering the analysis of the IT
project management and utilization of the effective
work integration. The retail organization had required
the proper and effective documentation for listing the
formation of the customer sales and services.
Project Scope The in scope items of the project would include the

7PROJECT DOCUMENTATION
development of the project charter document, project
planning, risk assessment, system design, system
development, and operation alignment.
Success Criteria  Implication of the new ERP
 Increase of performance of organizational
process
 Completion of the project in estimated time and
duration
Project Start and End Date Start Date: 17/12/18
End Date: 28/3/19
Expected Cost Estimation $40,000.00
Risk Factors Delay in Completion, Shortage of resources, System
Design issues, Equipment Failure, and alignment work
issue
Organizational Structure
The project would be developed considering the analysis of the IT project management
and utilization of the effective work integration. The retail organization had required the proper
and effective documentation for listing the formation of the customer sales and services. The
implementation of the services have become very important for the organization as it would
allow the attraction of new customers. The organizations have been in need of a process for
improving their existing facilities for meeting the growing demands of the competition. The
identified stakeholders would be analyzed in this step and it would help in identifying the roles
and responsibilities of the project stakeholders. The roles and responsibilities of the stakeholders
would be evaluated in this step for forming the allocation of the specific work completion. The
integration would be successfully deployed with the listing of the operations and integrating
work listing. The classification of the stakeholders based on the power and interest role would be
done for ensuring the formation of the improved analysis methods. The power interest analysis
would be done for forming the impactful risk register for the project. Hence, the organizational
structure of the project of Implementation of ERP System in retail organization is given below,

8PROJECT DOCUMENTATION
Client
Project Manager SponsorVendor
Developer
End User
Workers
Name of Stakeholder Roles and Responsibilities Power Interest
Joseph Keith
(Client/Owner)
Providing initial requirements for the project
Approving/rejection of the project on completion
High High
Lance Jones
(System Developer)
Developing the ERP system for the organization Low High
Katie Price
(Sponsor)
Providing project with required resources High Low
Braun Reigns
(End User)
Using the ERP system at the retail organization Low Low
Samuels Lee
(Vendor)
Execution of the work allocated Low High
Workers Execution of the work allocated Low Low
Design and Application of Balanced Score Card
The process of developing the functional balanced scorecard for the project of
Implementation of ERP System in retail organization is explained below,
Identification of the functions: The first step of drafting the functional balanced
scorecard is the development of the list of functions. The implementation of the factors for

9PROJECT DOCUMENTATION
developing the successive information management would be implied with the coherent
management of the works. The functions that would be required for the development and
execution of the project works would be done in this step.
Evaluation of the functions: The identified functions would be analyzed in this step and
it would help in identifying the roles and responsibilities of the project functions. The existing
and desired targets of the functions would be evaluated in this step for forming the allocation of
the specific work completion. The integration would be successfully deployed with the listing of
the operations and integrating work listing.
Key Performance Indicators: The classification of the functions based on the power and
interest role would be done for ensuring the formation of the improved analysis methods. The
comparison of the existing targets and their desired ones would be done for forming the
impactful balanced scorecard for the project.
Project
Name Implementation of ERP System in retail organization
Factors Strategic objectives Key Performance
Indicators
Targets
Existi
ng
Interv
al
Desir
ed
Financial
Optimizing revenues Total sales in dollars $2.44
m
Quarte
rly
$7.55
m
Increased Profitability Percentage of net profit 3.50
%
Annua
l
12.50
%
Customer
Customer Satisfaction Percentage of survey
excellent score 40% Quarte
rly 65%
Improve Customer
Network
Percentage of new
customers 5% Month
ly 15%
Internal
Process
Service Delivery Percentage of process
optimized
12% Quarte
rly
30%

10PROJECT DOCUMENTATION
Improve information
management
Percentage of schedule
adherence
6.50
%
Month
ly
11.50
%
Learning
Innovation Culture Number of employee
engagement 115 Quarte
rly 240
Competence and Skills Number of training hours 56 Annua
l 65
Recommendations for Project Governance
Some recommendations for the effective execution of project governance are,
 Identification and Meeting with project stakeholders
 Setting and prioritizing goals for the project
 Identification of the issues and risk assessment
 Defining project deliverables for the project
 Presenting plan for project stakeholders
Conclusion
The following assignment had been helpful for developing the preliminary information
about the project of ERP implementation system. The document had provide an overview of the
project background, scope, and business case. The stakeholder analysis had been helpful for
forming the alignment of the improved work development. The analysis of the balanced score
card had been developed for considering the formation of the effective work alignment. The ERP
implementation plans hold an integral role for the execution of the works and listing the
information management of the activities and forming the influence of the effective implication

11PROJECT DOCUMENTATION
works. The retail organization had required the proper and effective documentation for listing the
formation of the customer sales and services. The implementation of the services had become
very important for the organization as it had allow the attraction of new customers. The
innovation in ERP technology had allow the simplification of the work development for the retail
organization. The project scope had be divided into in scope and out of scope and for completion
of the project, only in scope items of the project should be considered. The in scope items of the
project had include the development of the project charter document, project planning, risk
assessment, system design, system development, and operation alignment. The initial analysis of
the requirements had been required for the development of the information documents for the
project.

12PROJECT DOCUMENTATION
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