Project: Development of CRM System for Tier One Suppliers

This project report details the development of a CRM system for Tier One Suppliers Insurance Group. It begins with an overview of the project's scope, which includes upgrading the organization's information system, developing the CRM system, issuing tablets to workers, and integrating laptops and tablets with the TOSIG system. The business case highlights the need for the CRM system to address challenges such as missed sales opportunities and inefficient data entry. The report also includes a milestone schedule outlining the project phases, including initiation, planning, execution, and closure. It also identifies and assesses potential risks, assumptions, and constraints associated with the project. Furthermore, the report lists the stakeholders involved, detailing their responsibilities within the project. The project's successful completion is expected to enhance the organization's efficiency and sales performance.

Running head: PROJECT MANAGEMENT
Project: Development of CRM system
\Name of the Student
Name of the University
Author’s Note

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PROJECT MANAGEMENT
Table of Contents
1. Title..............................................................................................................................................3
2. Scope Overview..........................................................................................................................3
3. Business case...............................................................................................................................3
4. Background..................................................................................................................................4
5. Milestone schedule......................................................................................................................4
6. Risks, assumptions and constraints..............................................................................................8
6.1 Project risk.............................................................................................................................8
6.2 Assumption..........................................................................................................................10
6.3 Constraints...........................................................................................................................10
7. Stakeholder list..........................................................................................................................11
Bibliography..................................................................................................................................14

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PROJECT MANAGEMENT
1. Title
The title of the project is “development of CRM system” within the organization “Tier
One Suppliers Insurance Group”.
2. Scope Overview
The scope of the project is mainly categorized into in-scope and out-scope.
In-scope: The in-scope of the project includes:
 Up gradation of information system of the organization “Tier One Supplier Insurance
Group”
 Developing CRM system within the organization
 Issuing tablets to the workers of the organization
 Integration of laptop and tablets with the TOSIG system
Out scope: The out scope of the project includes:
 Proper training facility is not provided to the workers of the organization
 Information about the suppliers are not elaborated
3. Business case
The organization “Tier One Suppliers Insurance Group” offers insurance service for
improving stockyards, fencing, storage silos, building as well as machinery. The main aim of the
organization is to maintain its customers and to enhance the number of insurance products that is
delivered to the customer of the organization. The staffs of the organization needs to re-enter
information within the TOSIG system at the end of the day and after then they generally receives

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a report. However, one of the major concern that is rising is that the organization is missing
opportunities for selling insurance, as their agents does not have the ability of receiving report in
the field. Another factor that is reducing the sale of insurance is that the organizational staff
spend much time in the office in entering information into the system for visiting the site. One of
the major threat that the organization is getting is due to the entrance of other insurance
companies within Australia. In order to resolve all the issues and challenges, the organization
wants to upgrade their information system into CRM system. The organization provides tablets
as well as laptop to the agents and integrate them with the TOSIG system so that the data will
directly move to the cloud thus reducing the time that the argents generally spend on entering
data.
4. Background
The organization “Tier one supplier insurance group” generally helps in offering
insurance to the tier one suppliers for improving buildings, fencing, stockyards, machinery as
well as storage silos. The organization is operating from the last 65 years and they generally
pride themselves on traditional values in order to maintain long-term relationships with the
clients of the organization. They generally underwrite insurance on 6.7 billion dollar and have
150 agents on the field who mainly involves in maintaining offices for enhancing the number of
insurance products that is mainly offered to the clients. The organization also want to enhance
the sales of insurance within medium as well as small size organizations in various regional
areas.
5. Milestone schedule
Task Name Duration Start Finish

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Implementation of CRM system 58 days
Fri 11-05-
18
Tue 31-07-
18
Project initiation phase 13 days
Fri 11-05-
18
Tue 29-05-
18
Business case development 3 days
Fri 11-05-
18
Tue 15-05-
18
Identifying need for CRM system 2 days
Wed 16-05-
18
Thu 17-05-
18
Undertaking feasibility analysis 2 days
Fri 18-05-
18
Mon 21-05-
18
Defining project activities 1 day
Tue 22-05-
18
Tue 22-05-
18
Establishment of project charter 3 days
Wed 23-05-
18
Fri 25-05-
18
Appointment of team members 2 days
Mon 28-05-
18
Tue 29-05-
18
Milestone 1: Completion of project initiation
phase
0 days
Tue 29-05-
18
Tue 29-05-
18
Planning phase of the project 15 days
Wed 30-05-
18
Tue 19-06-
18
Project plan development 3 days
Wed 30-05-
18
Fri 01-06-
18
Resource plan development 2 days Mon 04-06- Tue 05-06-

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18 18
Financial plan development 3 days
Wed 06-06-
18
Fri 08-06-
18
Quality plan development 2 days
Mon 11-06-
18
Tue 12-06-
18
Creation of acceptance plan 3 days
Wed 13-06-
18
Fri 15-06-
18
Development of communication plan 2 days
Mon 18-06-
18
Tue 19-06-
18
Milestone 2: Completion of planning phase 0 days
Fri 15-06-
18
Fri 15-06-
18
Execution phase of the project 26 days
Wed 20-06-
18
Wed 25-07-
18
Project prototype development 4 days
Wed 20-06-
18
Mon 25-06-
18
Drafting configuration plan 3 days
Tue 26-06-
18
Thu 28-06-
18
Data transfer 4 days
Fri 29-06-
18
Wed 04-07-
18
Database connection 2 days
Thu 05-07-
18
Fri 06-07-
18
Response time testing 5 days Mon 09-07- Fri 13-07-

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18 18
Query testing 3 days
Mon 16-07-
18
Wed 18-07-
18
Acceptance testing 2 days
Thu 19-07-
18
Fri 20-07-
18
Software testing 1 day
Mon 23-07-
18
Mon 23-07-
18
Testing data warehouse 1 day
Tue 24-07-
18
Tue 24-07-
18
Connection testing 1 day
Wed 25-07-
18
Wed 25-07-
18
Milestone 3:Completion of execution phase 0 days
Wed 25-07-
18
Wed 25-07-
18
Closure phase 4 days
Thu 26-07-
18
Tue 31-07-
18
Post project review 2 days
Thu 26-07-
18
Fri 27-07-
18
Stakeholder sign off 1 day
Mon 30-07-
18
Mon 30-07-
18
Go live 1 day
Tue 31-07-
18
Tue 31-07-
18

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Milestone 4: Completion of project closure
phase
0 days
Tue 31-07-
18
Tue 31-07-
18
6. Risks, assumptions and constraints
6.1 Project risk
Risk Description Impact Probability Mitigation
process
Schedule
slippage
If the project
schedule is not
tracked properly
then the project
manager faces
challenges in
finishing the
project within
the expected
deadline
Significant Very Likely In order to
resolve the
issues the project
manager must
track the
schedule of the
project regular
for making sure
that the project
is going in the
right direction.
Budget shortfall If the budget of
the project is not
managed
appropriately
then the project
Significant Likely In order to
mitigate the
issue it is
necessary to use
earned value

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PROJECT MANAGEMENT
faces challenges
due to shortage
of project budget
analysis for
making sure that
proper amount
budget is utilized
on the project.
Inexperienced
project manager
If the project
managers are not
experienced then
they faces lot of
issues and
challenges in
finishing the
project.
Moderate Possible The problem can
be avoided by
hiring
experienced
project managers
within the
project.
Improper
integration
If the system is
not integrated
properly, in the
cloud then the
data that is
entered will not
store within the
cloud and as a
result, the data
as well as
Significant Likely It can be
mitigated by the
checking the
problem by the
system engineer
who generally
fixes the
problem.

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information can
get lost.
Improper
management
If the project is
not managed
properly within
the project then
it will be quite
difficult to finish
the project on
expected time
and budget.
Moderate Possible Proper
management
strategies must
be utilized by
the staffs of the
organization for
managing the
project in each
of the phase of
the project.
6.2 Assumption
The assumptions that are made within the project are as follows:
 The entire project will get finished within the budget of around $10 000.
 It is expected that the project of CRM development will get finished within 58 days.
 It is assumed that the project will follow the project scope during the entire progress
phase.
6.3 Constraints
The constraints of the project are as follows:

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PROJECT MANAGEMENT
Time: The development of CRM system must be finished within 58 days otherwise the
budget that is associated with project development will increase.
Budget: The entire project should be finished within the budget $10 000.
Scope: The project must follow the scope in order execute the entire project within the
expected budget and time.
7. Stakeholder list
The stakeholders who are involved within the project are listed in the table below:
Stakeholders Responsibilities
Project manager The project manager mainly engages within
the project in order to manage, monitor as
well as execute the project from the initiation
until the closure phase of the project.
Project planner The project planner mainly engages in
estimating the resources as well as time that is
needed in finishing the project effectively.
They also monitors as well as determines the
effectiveness of the project with the help of
proper qualitative and quantitative tools.
Human resource manager The human resource manager is the person
who mainly engages in hiring the team
members for the project.
Financial manager The financial managers plays a great role in

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PROJECT MANAGEMENT
managing the budget of the project
successfully.
Application engineer The application engineers are responsible for
developing, designing as well as
implementing various applications as well as
programs. They are generally able to create
applications that generally respond to the
needs as well as requirements of the
customers. In addition to this, they also
provide technical support.
Database administrator The database administrator is responsible for
software installation, maintenance, data
extraction, loading, transformation,
specialized handling of data, proper database
backup and recovery. The database
administrator also plays a great role in
minimizing the risks that is associated with
the database software.
Technical analyst The technical analyst are the person who are
mainly responsible for administering IT
systems for recommending proper efficient
modifications for improving the efficiency as
well as for reducing the operations by