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Project MANAGEMENT Case Study- TOSIG

   

Added on  2021-06-14

12 Pages2690 Words489 Views
Running head: PROJECT MANAGEMENTCase Study- Tier One Suppliers Insurance Group (TOSIG).Name of the StudentName of the UniversityAuthor’s Note

PROJECT MANAGEMENT1Table of Contents1. Title........................................................................................................................................22. Scope overview......................................................................................................................23. Business case..........................................................................................................................24. Background............................................................................................................................35. Milestone schedule (with acceptance criteria).......................................................................35.1 Milestone Schedule..........................................................................................................35.2 Acceptance criteria of the project....................................................................................66. Risks, assumptions and constraints........................................................................................76.1 Project risks......................................................................................................................76.2 Project assumptions..........................................................................................................96.3 Project constraints..........................................................................................................107. Stakeholder list.....................................................................................................................10Bibliography.............................................................................................................................13

PROJECT MANAGEMENT21. Title The tile of the project is implementation of CRM system in Tier One SuppliersInsurance Group.2. Scope overviewThe scope of the project includes:In-scope: The project in-scope includes:Upgradation of the information system that is used by TOSIGImplementing Customer relationship management systemIssuing laptop and tablets to the staff of the organizationIntegrating the phone and laptop with the TOSIG systemsOut scope: The project out scope includes:Information about the project supplier is not elaborated in detailTraining facility is not given to the project team members for handling the system3. Business case The organization “TOSIG” mainly engages in providing insurance facility to variousTier one suppliers in order to improve the stockyards, buildings, storage silos, fencing andmore. The organizational staffs visit the site for determining the property that is being insuredand then enters information within a form. After the site visit, they generally re-enter all theinformation into the system of TOSIG for receiving report. However, the organization faceslot of challenges and issues as they does not able to provide report on the field. In addition tothis, it is found that the agents spends most of their time in re-entering data and does not ableto focus much on the site work. As the organizations wants to enhance the sales of their

PROJECT MANAGEMENT3insurance therefore they want that the agents must spend more time on the site sellinginsurances. For this, TOSIG upgraded its information system by implementing CRM system.In addition to this, laptops as well as phones are issued to various members of theorganization by integrating them with the system of TOSIG so that the information that areentered by the agents on the field will be stored with the cloud. 4. BackgroundTier One Supplier Insurance Group is one of the company that generally helps inproviding the facility of insurance for improving fencing, building, stockyards, storage silosas well as machinery. It is found that TOSIG also provides insurance for the crops. Theorganization is in the business for around 65 years and generally pride themselves ontraditional values in order to maintain long-term relationship with the clients of theorganization. They generally underwrite insurance of around 6.7 billion of risk and generallyhave 150 agents all around in the fields for handling the offices of the organization. The mainstrategy of the organization is to handle the present customers of the organization byenhancing the number of insurances that is generally provided to the customers of theorganization. It is found that the organization “TOSIG” also wants to grow the business byenhancing insurance sales within the medium as well as small enterprises of that area.5. Milestone schedule (with acceptance criteria)5.1 Milestone ScheduleWBSTask NameDurationStartFinishPredecessors0Implementation of CRM system67 daysMon 11-06-18Tue 11-09-181 Project initiation phase14 daysMon 11-06-18Thu 28-06-18

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