Detailed Analysis of a CRM System Implementation Project Plan

This project plan analyzes the implementation of a CRM system to enhance customer satisfaction and revenue. The project includes key aspects such as current state analysis, ERP software selection, IT infrastructure analysis, and post-implementation support. Deliverables include a project plan, requirements, roles, gap analysis, budget reports, and testing documents. The plan details stakeholder communication, a work breakdown structure, budget allocation, timelines, a risk management plan, and quality assurance measures. It also covers scope sign-off, the project sponsor, and record-keeping. The budget allocates resources across project phases, and timelines outline critical milestones. Risk management addresses potential issues like technical knowledge gaps and market competition. The project emphasizes quality assurance, scope validation, and detailed reporting to stakeholders. The project is designed to improve customer relationship management and overall organizational performance.

Running head: ANALYSIS OF PROJECT PLAN
ANALYSIS OF PROJECT PLAN
Name of student
Name of university
Author’s note:

1ANALYSIS OF PROJECT PLAN
Table of Contents
Description of project....................................................................................................2
Stakeholder communication arrangements for project input........................................3
Line of authorities.........................................................................................................3
Work breakdown structure............................................................................................4
Project budget and allocation of resources..................................................................4
Timelines.......................................................................................................................8
Project risk management plan......................................................................................9
Project record keeping and reporting plan.................................................................10
Quality assurance.......................................................................................................11
Scope sign off.............................................................................................................11
Project sponsor and sponsoring department..............................................................11

2ANALYSIS OF PROJECT PLAN
Description of project
In this project a CRM system will be implemented for managing consumer activities
of the organization. It will manage relationships and interactions of the company with
the clients to enhance consumer satisfaction and increase its revenue as well.
Key aspects of the project and project deliverables
Some of the key aspects of the project are the followings:
 Analysis of current state of the company
 Selection of ERP software
 Analysis of organizational IT infrastructure
 Implementation of ERP software
 Provide support after system goes live and close project
Project deliverables:
 Project Plan & Schedule
 Project Requirements and Performance Metrics
 Project Roles & Responsibilities
 Gap Analysis
 Technical Expectations
 Weekly Budget and Status Reports
 Project Plan Updates
 Approval for Requirements Updates
 Customization Progress Updates
 Document for Systems Testing
 Go-Live Checklist
 Documents for Support Transition
Stakeholder communication arrangements for project input
Audience Information Method Frequency Who is
Responsible
Project team Detailed project
sans
Email Weekly Team leads
Project team Collaboration Email As required Team leads
Project team Collaboration Meeting Weekly Project
manager
Organizational
stakeholders
Approval Email/voice mail As required Project
manager
Organizational
stakeholders
Stakeholder project
status
Meeting Monthly Project
manager
Vendors Detailed project
status
Email Weekly Project
manager

3ANALYSIS OF PROJECT PLAN
Vendors Collaboration Email As scatted Project
manager
Line of authorities
Work breakdown structure
Project budget and allocation of resources
Task name Duration Resource name Cost
Project initiation 16 days $6,640.00

4ANALYSIS OF PROJECT PLAN
Business case design 5 days Project planner,
Project manager
$3,000.00
Cost benefit analysis 5 days Financial
manager
$1,000.00
Designing charter 3 days Project planner $840.00
Assigning team members 3 days Project planner,
Project manager
$1,800.00
Project planning 27 days $15,160.00
project scope design 3 days Project planner,
Supervisor
$1,560.00
Resource plan 3 days Project planner,
Financial
manager, Human
resource
manager
$2,160.00
Financial plan 5 days Project planner,
Financial
manager
$2,400.00
Quality plan 2 days Supervisor,
Financial
manager, Risk
analyst
$1,360.00
Risk management plan 5 days Risk analyst,
Tester
$2,400.00
Acceptance plan 3 days Project planner,
Supervisor
$1,560.00
Communication plan 3 days Project planner,
Supervisor
$1,560.00
Procurement plan 3 days Project planner,
Supervisor,
Financial
manager
$2,160.00
Project execution 34 days $47,200.00
Business need analysis 5 days Supervisor,
Database
manager, Human
resource
manager
$3,800.00
Implementation of web analytic tools 3 days Supervisor,
Technical
engineer
$1,440.00

5ANALYSIS OF PROJECT PLAN
Work customization 3 days Risk analyst,
Technical
engineer, Project
planner
$2,280.00
Data migration 5 days Database
manager,
Technical
engineer, Tester
$3,800.00
Analysing infrastructure 3 days Supervisor, Risk
analyst, Technical
engineer, Tester,
Material cost
$12,880.00
Customization 5 days Database
manager, Project
manager,
Technical
engineer
$4,200.00
Change management 3 days Project planner,
Supervisor,
Database
manager, Risk
analyst, Technical
engineer
$3,840.00
Knowledge and technology transfer 3 days Supervisor,
Database
manager, Risk
analyst, Technical
engineer
$3,000.00
System integration testing 2 days Risk analyst,
Tester
$960.00
User acceptance testing 1 day Supervisor,
Database
manager,
Technical
engineer
$760.00
User acceptance testing 1 day Supervisor,
Technical
engineer, Other
cost
$10,240.00
Project closing 8 days $2,360.00
Post project analysis 3 days Project planner $840.00
Stakeholder sign off 3 days Project manager $960.00

6ANALYSIS OF PROJECT PLAN
Post go-live support 2 days Project planner $560.00

7ANALYSIS OF PROJECT PLAN
Timelines
ID WBS Task
Mode
Task Name Duration Start Finish Predecessors Resource Names
0 0 Development of
ERP system 1
85 days Tue
28-01-20
Mon
25-05-20
1 1 project initiation 16 days Tue
28-01-20
Tue
18-02-20
2 1.1 Design of
business case
5 days Tue
28-01-20
Mon
03-02-20
Project
planner,Project
manager
3 1.2 Cost benefit
analysis
5 days Tue
04-02-20
Mon
10-02-20
2 Finanacial
manager
4 1.3 Designing charter 3 days Tue
11-02-20
Thu
13-02-20
3 Project planner
5 1.4 Appointing team
members
3 days Fri
14-02-20
Tue
18-02-20
4 Project
planner,Project
manager
6 2 project planning 27 days Wed
19-02-20
Thu
26-03-20
7 2.1 designing project
scope
management plan
3 days Wed
19-02-20
Fri
21-02-20
5 Project
planner,
Supervisor8 2.2 Resource plan 3 days Mon
24-02-20
Wed
26-02-20
7 Project
planner,Finanacial
manager,Human
resource9 2.3 Financial plan 5 days Thu
27-02-20
Wed
04-03-20
8 Project
planner,Finanacial
manager
10 2.4 Quality plan 2 days Thu
05-03-20
Fri
06-03-20
9
Supervisor,Finanacial
manager,Risk11 2.5 Risk
management plan
5 days Mon
09-03-20
Fri
13-03-20
10 Risk
analyst,Tester
12 2.6 Acceptance plan 3 days Mon
16-03-20
Wed
18-03-20
11 Project
planner,
Supervisor13 2.7 Communication
plan
3 days Thu
19-03-20
Mon
23-03-20
12 Project
planner,
Supervisor14 2.8 Procurement
plan
3 days Tue
24-03-20
Thu
26-03-20
13 Project
planner,
Supervisor,Finanacial
manager15 3 project execution 34 days Fri 27-03-20Wed 13-05-20
16 3.1 analysing
Business need
5 days Fri
27-03-20
Thu
02-04-20
14
Supervisor,Database
manager,Human17 3.2 implementing
web analytic tools
3 days Fri
03-04-20
Tue
07-04-20
16
Supervisor,Technical
engineer18 3.3 Work
customization
3 days Wed
08-04-20
Fri
10-04-20
17 Risk
analyst,Technical
engineer,19 3.4 Data migration 5 days Mon
13-04-20
Fri
17-04-20
18 Database
manager,Technical
engineer,Tester20 3.5 analysing
infrastructure
3 days Mon
20-04-20
Wed
22-04-20
19
Supervisor,Risk
analyst,Technical21 3.6 Customization 5 days Thu 23-04-20Wed 29-04-2020 Database manager,Project manager,Technical engineer
22 3.7 Change
management
3 days Thu
30-04-20
Mon
04-05-20
21 Project
planner,
Supervisor,Database23 3.8 transfer of
Knowledge and
technology
3 days Tue
05-05-20
Thu
07-05-20
22
Supervisor,Database
manager,Risk24 3.9 System
inteegration
testing
2 days Fri
08-05-20
Mon
11-05-20
23 Risk
analyst,Tester
25 3.10 User acceptance
testing
1 day Tue
12-05-20
Tue
12-05-20
24
Supervisor,Database
manager,Technical26 3.11 User acceptance
testing
1 day Wed
13-05-20
Wed
13-05-20
25
Supervisor,Technical
engineer,Other27 4 project closing 8 days Thu
14-05-20
Mon
25-05-20
28 4.1 Post project
analysis
3 days Thu
14-05-20
Mon
18-05-20
26 Project planner
29 4.2 Stakeholder sign
off
3 days Tue
19-05-20
Thu
21-05-20
28 Project
manager
30 4.3 Post go-live
support
2 days Fri
22-05-20
Mon
25-05-20
29 Project planner
Project planner,Project manager
Finanacial manager
Project planner
Project planner,Project manager
Project planner, Supervisor
Project planner,Finanacial manager,Human resource man
Project planner,Finanacial manager
Supervisor,Finanacial manager,Risk analyst
Risk analyst,Tester
Project planner, Supervisor
Project planner, Supervisor
Project planner, Supervisor,Finanacial manager
Supervisor,Database manager,Human resource mana
Supervisor,Technical engineer
Risk analyst,Technical engineer, Project planner
Database manager,Technical engineer,Tester
Supervisor,Risk analyst,Technical engineer,Tester,
Database manager,Project manager,Technical eng
Project planner, Supervisor,Database manager,R
Supervisor,Database manager,Risk analyst,Techn
Risk analyst,Tester
Supervisor,Database manager,Technical engine
Supervisor,Technical engineer,Other cost[1]
Project planner
Project manager
Project planner
T S M W F
18 Nov '19 17 Feb '20 18 May '20

8ANALYSIS OF PROJECT PLAN
Project risk management plan
Risk
ID
Risks Impact Probability Risk Owner Risk
mitigation
strategies
1 Lack of technical
knowledge
among project
team
Very high High Project
manager
Provide
training
2 Quality issues in
hardware and
software
Very high Medium Quality
assurance
team
Ensure
quality
check while
procuring
hardware
and
software
3 Competition in
market
High High Marketing
manager
Ensure
extensive
analysis of
market
4 Delay in Project Very high Very low Project
manager and
team leader
Execute
project
activities
according
to project
schedule
5 project budget not
properly
managed
High Low Project
manager
Analyze
project
budget
according
to project
resource
requirement
s
6 regulatory Very high Very low Project Identify

9ANALYSIS OF PROJECT PLAN
compliance not
ensured
leader regulatory
requirement
s and
integrate
those
requirement
s into
project
execution
7 Return on
investment not
proper
Medium Low Project
manager
Ensure
accuracy
while
measuring
ROI for
project
8 Safety
assessment not
implemented
properly
High Medium Project
manager and
team leader
Refer to
safety
guidelines
and
integrate
those
requirement
s into
project
9 environment
impact not
properly analyzed
High Medium Resource
Manager
Conduct an
proper
environmen
t analysis
Project record keeping and reporting plan
Project documents will be stored in cloud database so that it is easier to access
those documents while required. Along with this, it will also ensure that project
documents are accessible from anywhere therefore enhancing communication
regarding project while enhancing team coordination as well.

10ANALYSIS OF PROJECT PLAN
For ensuing proper reporting in the project, organizational structure will be followed
that is already provided in this context.
Quality assurance
A quality assurance team will be appointed for this project comprising of CIO and
senior manager of the organization for ensuing quality in project deliverables. This
team will report to CEO of organization regarding how quality related activities are
being implemented in this project as well.
Scope sign off
It will be considered for ensuring that all of the project stakeholders agree and
support project goals, deliverables and requirements for the project as well.
Project sponsor and sponsoring department
Project sponsor and sponsoring department will provide funding for this project. They
will be provided detailed information regarding how project budget is being applied
for the project execution and it will help them analyse if project is being executed
according to project requirements and objectives as well.