Project Management Case Study - Tier One Suppliers Insurance Group (TOSIG)

Running head: PROJECT MANAGEMENT
Case Study- Tier One Suppliers Insurance Group (TOSIG)
Name of the Student
Name of the University
Author’s Note

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PROJECT MANAGEMENT
Table of Contents
1. Project Background................................................................................................................2
1.1 Project Background..........................................................................................................2
1.2 Project goal.......................................................................................................................2
1.3 Project objective...............................................................................................................2
1.4 Project Deliverable...........................................................................................................2
1.5 Strategic alignment of project..........................................................................................3
2. Project Schedule.....................................................................................................................3
2.1 Milestones........................................................................................................................3
2.2 Project requirements.........................................................................................................4
2.3 Limits and exclusions.......................................................................................................4
2.4 Work/ process breakdown schedule.................................................................................5
3. Time and cost management....................................................................................................7
3.1 Time management............................................................................................................7
3.2 Cost management.............................................................................................................8
4. Resource management.........................................................................................................11
5. Risk management.................................................................................................................12
6. Communication management plan.......................................................................................13
References................................................................................................................................15

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PROJECT MANAGEMENT
1. Project Background
1.1 Project Background
The paper mainly reflects on the implementation of CRM system within the
organization “TOSIG” that facilitates insurance to One tier suppliers. It is found that the
organization faces lot of issues and challenges due to the current process that the organization
follows as the agents needs to re-enter data within the organization system which is quite
time-consuming. In order to mitigate the issue, the organization implements CRM system
within the organization so that its information system is upgraded and the organization will
be able to get proper facility of insurance to the clients.
1.2 Project goal
The main goal of TOSIG is to implement customer relationship management system
to upgrade the information system of the organization. It is found that due to the
implementation of CRM system, the organization can get the chance of offering more
insurance to the clients.
1.3 Project objective
The project objectives are:
 To implement customer relationship management system within the organization
 To enhance the business opportunities for the organization
 To minimize the time that is generally spend in entering data
1.4 Project Deliverable
The project deliverables are listed below:
 Analysis of system requirements
 Selection of proper platform
 Designing outline

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PROJECT MANAGEMENT
 Testing of simulation
 Completion of design
 Designing approval
 Completion of design implication
 Migration of database'
 Conducting black box testing
1.5 Strategic alignment of project.
It is essential to align the objectives as well as goals of the organization with the
project to fulfill the demands as well as needs of the project. It is identified if the needs as
well as requirements of the organization is known then the project manager takes the
initiative of aligning the project with the objectives of the organization so that the developed
system will be beneficial for the organization for achieving its goals and objectives.
2. Project Schedule
2.1 Milestones
The project milestones are provided in the table below:
WBS Task Name Completion date
M1 Approval of project Tue 12-06-18
M2 Getting plan approval Mon 09-07-18
M3' Designing approval Thu 26-07-18
M4 Entire development of the system Tue 28-08-18
M5 Functional testing is conducted Mon 17-09-18
M6 Project Closure Thu 18-10-18