Project Management: Implementing CRM System for TOSIG Insurance

This project management assignment details the implementation of a Customer Relationship Management (CRM) system for Tier One Suppliers Insurance Group (TOSIG). The project aims to upgrade TOSIG's existing customer management system to address issues with managing agents and clients, improve efficiency, and reduce overhead costs. The assignment includes a project charter outlining the background, goals, scope, key stakeholders, milestones, budget, constraints, assumptions, risks, and dependencies. It also features a detailed project plan with a milestone schedule, a business case justifying the CRM implementation, and an analysis of risks, assumptions, and constraints. The project involves database setup, cloud integration, and agent training, with a focus on improving data management and streamlining business operations. The project's success depends on addressing potential risks like the cost of cloud services and ensuring feasibility through thorough analysis.

Running head: PROJECT MANAGEMENT
Project Management
Name of Student:
Name of University:

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Table of Contents
Project Charter.................................................................................................................................3
Title..............................................................................................................................................3
Tier One Suppliers Insurance Group project management..........................................................3
Project Sponsor............................................................................................................................3
Background..................................................................................................................................3
Goals............................................................................................................................................3
Scope............................................................................................................................................3
Key Stakeholders.........................................................................................................................4
Project Milestones.......................................................................................................................4
Project Budget.............................................................................................................................4
Constraints, Assumptions, Risks and Dependencies...................................................................5
Approval Signatures....................................................................................................................5
Scope Overview...............................................................................................................................5
Business Case..................................................................................................................................6
Background......................................................................................................................................7
Project Plan......................................................................................................................................9
Milestone schedule..........................................................................................................................9
Risks, assumptions and constraints................................................................................................10
Assumptions and Risks..............................................................................................................10
Constraints.................................................................................................................................11
Stakeholder list..............................................................................................................................11
References......................................................................................................................................12

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Project Charter

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Title
Project Management for TOSIG
Project Sponsor
Project Sponsor is the Director for the TOSIG project
Background
Tier One Suppliers are offered insurance to TOSIG. They offer insurance mainly for for the
iprovements in the stockyards, storage silos, machinery as well as the fencing. TOSIG sengds
their agents to the clients after every five years interval. The agents thoroughly inspect the
property of the clients and update all of them. However, they are facing issues to manage the
bothe the agets and clients. They decide to upgrade the existing system of the customer
managenet system. The project charter explains the benefits of the customer relationship
management system.
Goals
 To establish the customer relationship management system
 To carry out both feasibility and cost benefit analysis study for the existing system
 To create a platform so that the clients and the agents can be stored in the cloud server,
can be updated in the server
Scope
TOSIG has planned to upgrade the prevalant customer relationship management system. The
ageentswill be provided tablets with preloaded information of clients. The agents of TOSIG will
not have to take the effort of entering the clients’ details. The customer relationship management
system will be integrated with the cloud. The data will be updated automatically. This wil asave
the time of the agents. The information system can be able to track agents as well as the data of
the clients. The overhead costs will get diminsised with the adapattion of the software.
Key Stakeholders
Resource Name
Database Programmer
Business Analyst
IT Developer
IT Tester

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Project Manager
IT Trainer
Feasibility Analysis
Project Milestones
Task Name Start
Customer Relationship Management System Mon 5/7/18
Milestone 1: Finishing CRM Development and CRM Software Testing Tue 7/10/18
Milestone 2: Finishing Database Setup Tue 7/31/18
Milestone 3: Finishing Project Thu 9/13/18
Project Budget
Task Name Cost
Customer Relationship Management System $33,432.00
Defining the Requirements $920.00
Carrying Out Feasibility Analysis $11,080.00
Vendor Selection $1,080.00
Designing System $2,400.00
Data Preparation and Data Cleansing $1,104.00
Developing CRM $1,656.00
Testing the CRM Software $2,024.00
Setting Up of Database $6,512.00
Client's Data Storage in Database $1,176.00
Linking Database to the Cloud $2,816.00
Training $5,184.00
Go-Live Activities $1,472.00
Constraints, Assumptions, Risks and Dependencies
Constraints The project manager has been given the responsibility to conduct the
feasibility analysis of the customer relationship management project.
The project plan contains the implementation of the project
management. The upgraded information system will be hosted on the
cloud server. The project stakeholders will have to develop the
software within given timeframe and budget following the needs of
TOSIG.
Assumptions The desired project will facilitate TOSIG and will diminish the
overhead costs. TOSIG can hope that the new system will help them to
conduct the project activities effectively. They can be able to manage
the clients as well as the agents.
Risks and
Dependencies
The agents are facing several issues with the software. TOSIG will
have to pay for the cloud server on the basis of monthly and yearly

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basis.
Approval Signatures
[Name], Project Client [Name], Project Sponsor [Name], Project Manager
Scope Overview
TOSIG mainly provides insurance to the Tier One Suppliers. TOSIG caters insurance on
storage silos, machinery. They cater insurance on buildings and fencing as well. In recent times
TOSIG is facing problems to handle the business operations of the enterprise, they are also
facing problems related to the clients as well as the agents of the enterprise. The upgraded
customer relationship management system will facilitate the business operations of the business.
The updated system has been decided to host on the cloud server by TOSIG. TOSIG will store
all the data of the clients in the tablets and will keep a copy of all the files in the cloud server.
The customer relation management will be linked to the cloud server. The updated system will
assist in diminishing the risks associated with the business system. The information system will
lessen the overhead costs. The agents work and stay in the office entering the details of the
clients in the system. Instead they can work with the clients and enhance the productivity of the
company.
Task Name Duration Start Finish Predecessors Resource Names Cost
Customer
Relationship
Management
System
94 days Mon
5/7/18
Thu
9/13/18 $33,432.00
Defining the
Requirements 5 days Mon
5/7/18
Fri
5/11/18 Business Analyst $920.00
Carrying Out
Feasibility Analysis 5 days Mon
5/14/18
Fri
5/18/18 1
Project
Manager,Feasibility
Analysis[1]
$11,080.00

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Vendor Selection 5 days Mon
5/21/18
Fri
5/25/18 2 Project Manager $1,080.00
Designing System 6 days Mon
5/28/18
Mon
6/4/18 3
Business
Analyst,Project
Manager
$2,400.00
Data Preparation
and Data Cleansing 6 days Tue
6/5/18
Tue
6/12/18 4 Business Analyst $1,104.00
Developing CRM 9 days Wed
6/13/18
Mon
6/25/18 5 IT Developer $1,656.00
Testing the CRM
Software 11 days Tue
6/26/18
Tue
7/10/18 6 IT Tester $2,024.00
Setting Up of
Database 15 days Wed
7/11/18
Tue
7/31/18
Database
Programmer $6,512.00
Client's Data
Storage in Database 7 days Wed
7/11/18
Thu
7/19/18 8 Database
Programmer $1,176.00
Linking Database
to the Cloud 8 days Fri
7/20/18
Tue
7/31/18 10
Database
Programmer,IT
Developer
$2,816.00
Training 24 days Wed
8/1/18
Mon
9/3/18 11 IT Trainer $5,184.00
Go-Live Activities 8 days Tue
9/4/18
Thu
9/13/18 13 IT Developer $1,472.00
Business Case
TOSIG is one of the insurance company and they cater insurance to the clients of the ne
Suppliers. Their planning is to maintain the existing customer and increase the clients’ products
to the clients. TOSIG wants to enrich the business growth. The business growth can get
increased if the sales of insurance to both small and medium companies in the regional areas.
TOSIG arranges site visit for the customers for every five years interval. The agents assess all
the details of the customers, the customers insurance details are assessed by the agents. After five
years they visit the clients to renew the service. The agents update all the details of the clients.
The customers may propose for some changes, the agents work accordingly and make the
required changes.

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In recent time TOSIG is facing problems to manage the business. They want to keep
track of the clients and the agents however, they are failing to do it. In some scenarios like for
the building construction the agents are offering insurance but in this case they need to manage
the insurance risks. The clients are spending too much time in the bus entering the details of the
clients in the system. In this way a lot of precious time is wasting. This shows that they are
failing to manage the agents. They are also failing to manage the customers as well. The
customers’ details are stored in the system and the database. The clients update the details al by
manually. Thus the administrators of TOSIG have planned to update the prevalent information
system and want to set up new customer relationship management system in the premises.
TOSIG hopes that the new updated customer relationship management system will bring
good to the enterprises. The updated system will be hosted on the cloud server. The customers’
data will be updated all by automatically. The agents do not have to update the details of the
customers manually instead the data will be processed automatically with the aid of the software
hosted on the cloud server. The data can be accessible anywhere and everywhere and from any
device. TOSIG can be able to track the clients and the agents’ details. TOSIG is investing around
$10000 to conduct the feasibility study.
Background
Tier One Suppliers receive insurance from TOSIG. The insurance is offered basically on
stockyards, machinery, fencing and storage silos. The clients get the visit after every five years
interval from the TOSIG agents and the agents update or renew the insurance policies. They
update the details of the clients and store the information in the database server.

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TOSIG is having problems regarding clients and the agents in recent times. The
insurances are offered in cases where it should not be given rather insurance risks must be
managed. Again, the agents spend too much time in the office entering and updating the details
of the clients. Rather they must serve the clients. Their productivity is suffering. TOSIG need to
have control over the business operations, must control the clients and the agents. The advent of
newly updated customer relationship management system can serve the purpose. The application
software will be linked to the cloud. The data generated will be stored and will be updated in the
cloud. The management staff can monitor the clients’ data. The clients’ data will be stored in the
tablet and the tablet will be connected to the internet. The agents will update the data, in turn
those data will be updated in the cloud. TOSIG in this way can manage the clients as well as the
agents.
Milestone schedule
Task Name Start Who Judges Acceptance
Customer
Relationship
Management
System
Mon 5/7/18
Defining the
Requirements Mon 5/7/18 Business Analyst
Here the business analyst defines all the
requirements of the customer relationship
management system
Carrying Out
Feasibility Analysis Mon 5/14/18 Project Manager,
Business Analyst
Business analyst will carry out the feasibility
analysis mainly. The project manager will work
based on the report produced by business
analyst
Vendor Selection Mon 5/21/18 Project Manager Project Manager will select the software vendor
for the project
Designing System Mon 5/28/18
Business
Analyst,Project
Manager
Project manager as well as the business analyst
have been given the responsibility to design the
system
Data Preparation
and Data Cleansing Tue 6/5/18 Business Analyst Data preparation and the data cleansing will be
conducted by the business analyst
Developing CRM Wed 6/13/18 IT Developer IT Developer has been given the charge for the
developing CRM

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Testing the CRM
Software Tue 6/26/18 IT Tester IT Tester has been given the charge of testing
the software
Setting Up of
Database Wed 7/11/18
Client's Data
Storage in Database Wed 7/11/18 Database
Programmer
Database programmer is given the responsibility
to store data of the customers and the clients
Linking Database
to the Cloud Fri 7/20/18
Database
Programmer,IT
Developer
Database programmer and the IT developer is
given the responsibility to link database to the
cloud
Training Wed 8/1/18 IT Trainer The developers are provided training by IT
Trainer
Go-Live Activities Tue 9/4/18 IT Developer GO-Live Activities are controlled by the IT
Developer
Risks, assumptions and constraints
The risks, assumptions associated with the project are-
Assumptions and Risks
Private cloud is costly in comparison to public cloud
Private cloud is costly whereas public cloud is cheap in comparison to private cloud.
TOSIG will have to pay huge amount of money to take up the cloud service. Therefore, they will
have to spend handsome amount of money for the updated system.
The cloud computing is cheaper than on-premise computing
TOSIG has taken a smart decision to move to the cloud. For on-premise deployment they
require hardware resources and the software resources and they will have to maintain it
regularly. In case of cloud computing, they do not require so many hardware, however they need
to pay the cloud vendor to avail the cloud service. They will have to pay monthly and yearly
revenues to the cloud vendor; they will update the cloud database and the cloud vendor.

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Conducting feasibility analysis and building suitable applications
TOSIG like every other organizations need to carry out the feasibility test. The feasibility
test will help them to know whether they will be able to carry out the operations successfully or
not. This will help them to know that the whether the project will be successful or not. The
approach will let them know the underlying benefits of the cloud. Thus they need to carry out the
feasibility study. The feasibility study will aid them in choosing the project method wisely.
Constraints
The project manager has been hired to conduct the feasibility study of the project. The
project manager has been given the responsibility to prepare a project plan for TOSIG. The plan
will contain all the specifications required for the project plan. The customer relationship
management system is responsible to host applications on the cloud server. The project manager
has scheduled for the project budget. The project stakeholders will have to finish the project
within scheduled timeline. The stakeholders will have to keep in mind the budget for the project.
Stakeholder list
Resource Name Type
Database Programmer Work
Business Analyst Work
IT Developer Work
IT Tester Work
Project Manager Work
IT Trainer Work
Feasibility Analysis Material
Conclusion
It can be concluded from the above discourse the upgraded customer relationship
management system can offer them several benefits and can facilitate their business. They hope