System Implementation Project Plan: CRM Development for TOSIG

This project plan details the development and implementation of a CRM system for TOSIG, an insurance provider. The project encompasses various phases, including system requirements, design, development, deployment, testing, and documentation. The plan outlines the project's scope, business case, milestone schedule with acceptance criteria, and risk factors. It also identifies key stakeholders and their roles, providing a comprehensive overview of the project's objectives and management strategy. The project aims to improve customer data management and streamline operations within TOSIG. The plan also includes the risks, assumptions, and constraints associated with the project. The project is based on IT information system project management principles. The conclusion summarizes the project's objectives and its importance for the organization.

Running head: SYSTEM IMPLEMENTATION PROJECT PLAN
System Implementation Project Plan
Name of the Student:
Student ID:
Name of the University:
Author’s note:

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Table of Contents
Introduction......................................................................................................................................2
1. Title..............................................................................................................................................2
2. Scope overview............................................................................................................................2
3. Business case...............................................................................................................................2
4. Project Background.....................................................................................................................3
5. Milestone schedule with acceptance criteria...............................................................................3
6. Risks, assumptions and constraints..............................................................................................6
7. Stakeholder list............................................................................................................................7
Conclusion.......................................................................................................................................7
Bibliography....................................................................................................................................9

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Introduction
The charter document is developed for the alignment of the initial information that is
favourable for the implication of the activities for the project. The charter is an initiation
document favouring the implication of the effective project reports and management of the
successive implication of the operations. The project of CRM system development for TOSIG is
a system development project that would be based on the use of the IT information system
project management principles. The completion of the project would also be based on the use of
various technologies and principles of project management for the planning and documentation
in the project.
1. Title
The title of the project is ‘CRM system development for TOSIG’.
2. Scope overview
The CRM system development for TOSIG project involves the implication of the IT
management process and the utilization of the effective operation development favouring the
utilization of the activities favouring the effective implication of the operations. The deployment
of the information development project would include proper documentation of the requirements,
activities required, test results, and final reports, feasible project plan development from the
activities listed and aligning them in the specific timeline, sustainable design development for the
development of UI and system for TOSIG, and complete system development and deployment.
3. Business case

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The organization of TOSIG had been providing insurance to various customers for
buildings, fencing, stock yards, storage silos and machinery, and even crops. They have been
working since the last 65 years maintaining effective relationship with the customers. They have
been using the traditional practices and provide cumulative insurance worth of 6.7 billion dollars.
They have to manage the 150 insurance agents and develop strategies for increasing the overall
sales of the operations. Each agent would have to maintain the books of account and form the
deployment of the activities favouring the implication of the operations.
4. Project Background
The project has been developed for the implementation of the CRM facility in TOSIG
and it would allow the implication of the operations favouring the improved customer data
management. The deployment of the information development project would include proper
documentation of the requirements, activities required, test results, and final reports, feasible
project plan development from the activities listed and aligning them in the specific timeline,
sustainable design development for the development of UI and system for TOSIG, and complete
system development and deployment.
5. Milestone schedule with acceptance criteria
The complete project of CRM system development for TOSIG is based on the system
development and can be divided into 6 phase namely system requirement phase, system
designing phase, system development phase, system deployment phase, system testing, and
system documentation. The completion of each of the phase would be treated as the milestone
for the project. The following table is the project schedule highlighting the milestones,

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WBS Task Name Duration Start Finish

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0 CRM system development for TOSIG 91 days Mon 7/2/18 Mon 11/5/18
1 System Requirement Phase 9 days Mon 7/2/18 Thu 7/12/18
1.1 Analysis of Client Requirement 3 days Mon 7/2/18 Wed 7/4/18
1.2 Resource Accumulation 2 days Thu 7/5/18 Fri 7/6/18
1.3 Project Initiation Documentation 2 days Mon 7/9/18 Tue 7/10/18
1.4 Submitting the documents 1 day Wed 7/11/18 Wed 7/11/18
1.5 Sign off 1 day Thu 7/12/18 Thu 7/12/18
M1 1st Phase Completed 0 days Thu 7/12/18 Thu 7/12/18
2 System Designing Phase 16 days Fri 7/13/18 Fri 8/3/18
2.1 Design Platform Selection 1 day Fri 7/13/18 Fri 7/13/18
2.2 Design Outline Development 3 days Mon 7/16/18 Wed 7/18/18
2.3 UI Design Development 2 days Thu 7/19/18 Fri 7/20/18
2.4 Complete System Design Development 6 days Mon 7/23/18 Mon 7/30/18
2.5 Design Feasibility is analyzed 4 days Tue 7/31/18 Fri 8/3/18
M2 2nd Phase Completed 0 days Fri 8/3/18 Fri 8/3/18
3 System Development Phase 33 days Mon 8/6/18 Wed 9/19/18
3.1 System Database Development 6 days Mon 8/6/18 Mon 8/13/18
3.2 UI Development 4 days Tue 8/14/18 Fri 8/17/18
3.3 Function Development 8 days Mon 8/20/18 Wed 8/29/18
3.4 Program Development 10 days Thu 8/30/18 Wed 9/12/18
3.5 System Integration 5 days Thu 9/13/18 Wed 9/19/18
M3 3rd Phase Completed 0 days Wed 9/19/18 Wed 9/19/18
4 System Deployment Phase 16 days Thu 9/20/18 Thu 10/11/18
4.1 System Deployment Plan Development 3 days Thu 9/20/18 Mon 9/24/18
4.2 System Deployment Plan Implementation 2 days Tue 9/25/18 Wed 9/26/18

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4.3 Operations Integration 4 days Thu 9/27/18 Tue 10/2/18
4.4 Staff Training 7 days Wed 10/3/18 Thu 10/11/18
M4 4th Phase Completed 0 days Thu 10/11/18 Thu 10/11/18
5 System Testing 12 days Fri 10/12/18 Mon 10/29/18
5.1 Simulation Testing 3 days Fri 10/12/18 Tue 10/16/18
5.2 Black Box Testing 3 days Wed 10/17/18 Fri 10/19/18
5.3 Beta Testing 3 days Mon 10/22/18 Wed 10/24/18
5.4 UI Testing 3 days Thu 10/25/18 Mon 10/29/18
M5 5th Phase Completed 0 days Mon 10/29/18 Mon 10/29/18
6 System Documentation 5 days Tue 10/30/18 Mon 11/5/18
6.1 Final Reports Development 3 days Tue 10/30/18 Thu 11/1/18
6.2 Submitting the reports 1 day Fri 11/2/18 Fri 11/2/18
6.3 Sign off 1 day Mon 11/5/18 Mon 11/5/18
M6 6th Phase Completed 0 days Mon 11/5/18 Mon 11/5/18
Table 1: Project Milestones (denoted by M1....M6) in Project Schedule
The milestones denoted by M1, M2, M3, M4, M5, and M6 signifies completion of the
phases of system requirement phase, system designing phase, system development phase, system
deployment phase, system testing, and system documentation. The acceptance criteria for each of
the phases of the project are provided below,
S.
No. Phase Milestone Acceptance Criteria
1 System
Requirement Phase
1st Phase
Completed
Project Manager have signed and reviewed the project
initialization documents
2 System Designing
Phase
2nd Phase
Completed
Design developed has been tested for simulation and
the results are favorable for the CRM system

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development
3 System
Development Phase
3rd Phase
Completed
All the functions used by TOSIG are aligned with the
system developed
4 System Deployment
Phase
4th Phase
Completed
Sustainable implementation plan is developed for
integrating the activities of organization
5 System Testing 5th Phase
Completed
The test results are developed for ensuring that
expected results and quality would be achieved
6 System
Documentation
6th Phase
Completed
Proper final reports would be made for ensuring that
the quality of the system would be achieved
6. Risks, assumptions and constraints
The project of CRM system development for TOSIG is deployed for the implication of
the CRM system in the organization and it would help in easing their operations. However, the
project would have to face many risks factors while executing the project operations. The various
risk factors for the project are given in the table below,
Risk Type of Risk Impact on
Incompatible data Technical System Development
Lack of resources Financial Initiation of project
Delayed activities Operational Overall project
System Integration issues Operational System Deployment
Design Failure Technical System Designing
The assumptions of the project of CRM system development for TOSIG are
accumulation of the resources required for the project, on time completion of the project, and
work harmony among the project team members.

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The project time, availability of the resources and quality of the system operations are
constraints of the project of CRM system development for TOSIG that would cause the
limitation in the activities of the project.
7. Stakeholder list
The various stakeholders of the project of CRM system development for TOSIG and their
role is given below,
Classification Stakeholders Function
Governance Sponsor, Client, Steering
Committee, Key decision makers in the project
Managerial Project Manager and Contractor Ensures that the activities of the project are
working as scheduled
Operational
Complete project team,
suppliers, and some external
workers
Completes all the activities required in the
project for achieving the final project
deliverable
Conclusion
The project charter had been developed for the project of CRM system development for
TOSIG as it would allow the organization for the implementation of the effective management of
the operations. The alignment of the operations had been helpful for the utilization of the
operations and developing the CRM system for the organization. The charter acted as initiation
document favouring the implication of the effective project reports and management of the
successive implication of the operations. The project of CRM system development for TOSIG is
a system development project that would be based on the use of the IT information system
project management principles. The completion of the project had been based on the use of

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various technologies and principles of project management for the planning and documentation
in the project.

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Bibliography
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advantage of Web 2.0 and Big Data technologies. SpringerPlus, 5(1), p.1462.
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