Cesim Project Report: Level 5 Project on InsCorp Software Development

This project report details the development of a new software system for InsCorp, focusing on managing accounts-related operations. The report utilizes the Cesim project management approach to address inefficiencies in manual operations, driven by a recent increase in customers. The student outlines the project's aim to develop an automated process for handling paper insurance claims, incorporating various learning outcomes such as building a portfolio of evidence, identifying work-related skills, and demonstrating problem-solving abilities. The report includes a justification for the project, the chosen methodological pathway (simulation), and data collection methods. A SWOT analysis is provided, along with a detailed timetable, evidence of accomplishment, and a Gantt chart. The report also includes a reference list and an appendix with task and activity tables, along with an ethics review checklist and skills grid. The project aims to improve customer service through an automated system, enhancing efficiency and effectiveness in managing insurance claims.

TASK1
Learning Contract Level 5 Project
Section 1: Student and course details
Name: <Please fill>
Tutor: <Please fill>
Project/Placement name: Cesim Project
Section 2: Focus
Aim/Problem Statement
The aim of this report is to develop an automated process that is capable of
handling the paper insurance claimed by the consumers regarding their insurance
and agreements made with the InsCorp. The attempt will be to adopt the Cesim
project management approach and deliver the necessary and required project
deliverables. The problem that needs to be solved in this scenario is related to the
mess and complex activities in the management of the paper based operational
activities.
Learning Outcomes
As a result of this project I am able:
 Build a portfolio of evidence using a range of methodologies and activities
(log books; critical incident diaries; employer or supervisor feedback).
 Identify and articulate the development of work related skills mapped to
evidence drawn from either the project or placement.
 Demonstrate knowledge and understanding of the background and context
relative to the chosen project or placement opportunity.
 Evaluate the effectiveness of preparation and planning undertaken prior to
the placement or project implementation.
 Use the trans-disciplinary models/theories including preparation and
implementation phases of the project.
 Develop and demonstrate an ability of solving the problems those might
influence the project in negative manner.
 To develop and demonstrate the ability of better decision-making in
manner to consider what actions should be taken or not taken.
 Use the project documentation and information collection ability that can
allow better record keeping.

Section 3: Justification
The subjected is related to my current educational academics and hence, in
manner to improve my knowledge and evaluate my skills, it is considerable to meet
the necessary aim and objectives of the project. The Cesim project methodology will
be more effective and efficient in delivering in managing the project deliverables and
the team management attributes.
Section 4: Methods
I have chosen the method pathway as my project. The reason is on the grounds that
reproduction is the methodological pathway that guarantees that any required
research or undertaking that may not be promptly accessible physically are made to
be genuine. This implies simulation conveys to real life what must be communicated
in and with the brain. The way that simulation accomplishes comfort in the way in
which task or research work is the motivation behind why I picked it as my re-
enactment pathway. Re-enactments makes thoughts in a hazard free condition
through the introduction of confused circumstance in a shrewd and legitimate way. It
empowers assignment to be embraced in a way that spares cash and time. The
majority of the thoughts gave by reproduction in any exploration work or task are
constantly imparted, confirmed and comprehended. The simulation that will be
utilized for this undertaking will guarantee that a true affair is essentially used to
empower me saddle the vital client benefit abilities which will enhance the way with
which I take care of clients in conveying merchandise or administrations.
Data Collection Method
The methodology that will be utilized as a part of the examination to get to data will
be the secondary information accumulation technique. This will include the social
affair of information from literary works, diaries, articles, asset materials and books
that clarify how the customer service can be all around used by organizations. The
research will be done quantitatively.
SWOT Analysis
This manages the mean with which a project achievement can be surveyed and help
to decide the preferences, weaknesses and a ton of things that can be connected to
the undertaking to guarantee that it accomplishes what it is intended to do. This
includes:
Strengths
1) Efficient client benefit for ideal consumer loyalty's
2) Detailed administration that guarantees ceaseless support and referral.
3) Extended services to expansive number of client at a speedier rate (Lu,

Berchoux, Marek and Chen, 2015).
Weaknesses
• Insufficient finance to run the upgraded customer service framework
• Limited number of workers to help execute top notched customer
services
• Difficulties in taking care of extreme and insubordinate clients.
Opportunities
• Large client base that gives huge market.
• Connection with the worldwide market to utilize the enhanced
customer service strategies.
• Exposure to the new advances that would encourage expanded
customer service systems.
Threats
1) Competition from different organisations
2) Inability to give enhanced services as expressed by the organization
3) Government strategies and controls.
Section 5: Timetable
Main activities/ stages Week
1
Week
2
Week
3
Week
4
Week
5
Week
6
Week
7
Week
8
Defining the role of work
based learning from
simulation project
Learning contract
Planning and learning
Teamwork on the
simulation project
Group meetings

Planning for the simulation
work
Research analysis and
collection of data
Writing the report
Evaluation of simulation
report
Revision of the work
Report draft
Final submission
Section 6: Evidence of accomplishment
By the end of this project I will produce a portfolio containing:
The learning contract and associated appendices
Project report
Supporting evidence
Date of
event
What was the
development
activity?
What was I
expecting to
learn?
What have I
learned?
How will I apply this
learning?
Thu 29-11-
18
Defining the role
of work based
learning
Learn about the
work division and
allocation
same I will use this knowledge to
divide the team member’s
role for the research report
delivery
Wed 05-12-
18
Learning
Contract
Learn to develop
the learning
contract
Same I will use the developed
path for project delivery
Wed 12-12-
18
Planning and
learning
Learn how to
develop a
sophisticated plan
for project
delivery
Same I will use it to prepare a plan
for the delivery of the
research
Fri 14-12-18 Teamwork on the
simulation project
Learn to analyse
the role of the
same Project simulation and
identification of the scope

team members in
the project
for improvement
Wed 19-12-
18 Group meetings
Learn to
communicate with
the different
members
Same How to communicate and
make the fronting person
agree on the certain topic.
Mon 31-12-
18
Planning for the
simulation
Learn how to
develop a
sophisticated plan
that can meet the
necessary
objectives and
goals of the
project
same -
Mon 07-01-
19
Research
analysis and
collection of data
Learn how to
collect reliable
data and
information
same -
Fri 11-01-19 Writing the report Report writing same -
Thu 17-01-
19
Evaluation of
simulation
Simulate the
project
same -
Tue 22-01-
19
Revision of the
work
Proof read paper
and check the
requirements
same -
Thu 24-01-
19 Report draft Draft preparation same -
Thu 24-01-
19 Final submission - - -

Gantt Chart
Critical incident Diaries
Incident
Date Time Event/Action Taken What did I learn?
Thu 29-11-
18
13:00
pm
Defining the role of work
based learning
I learnt about the roles and
activities of the individuals
involved in the project.
Wed 05-12-
18
14:00
pm Learning Contract I learnt about what am I going to
deliver in my project and manage
the deliverables.
Wed 12-12-
18
13:00
pm Planning and learning
I learnt to develop a plan that can
be concentric towards delivering
the expected objectives and goals
of the project.
Fri 14-12-18 15:00
pm
Teamwork on the simulation
project
Learnt to identify and
communicate with the team
members on how to deliver the
project.
Wed 19-12-
18
14:00
pm Group meetings
Communication behaviour and
learning behaviour enhanced
considering the discussion on the
respected topics those are related
to the concern of the project.
Mon 31-12-
18
16:00
pm Planning for the simulation
Learnt how to consider the
various factors and aspects for
being concentric towards the final
goal of the project

Mon 07-01-
19
18:00
pm
Research analysis and
collection of data
I learnt how to look for reliable
sources and collect relative data
for the progress of the project
Fri 11-01-19 13:00
pm Writing the report I learnt the academic writing style
Thu 17-01-
19
15:00
pm Evaluation of simulation I learnt how to evaluate the
existing scenario of the project
Tue 22-01-
19
15:00
pm Revision of the work I learnt how to proof read and
meet the estimated objectives
and deliverables being made
Thu 24-01-
19
15:00
pm Report draft Learnt to prepare draft
Thu 24-01-
19
15:00
pm Final submission Submitted the solution
Section 7: References
Flynn, C. and Bedminster, N.J., 2016. Improving Customer Video Service with Early
Problem Detection. Joint Statistical Meetings.
Heldman, K., 2018. PMP: project management professional exam study guide. John
Wiley & Sons.
Lu, C., Berchoux, C., Marek, M.W. and Chen, B., 2015. Service quality and customer
satisfaction: qualitative research implications for luxury hotels. International Journal
of Culture, Tourism and Hospitality Research, 9(2), pp.168-182.
Matthews, B. and Ross, L., 2014. Research methods. Pearson Higher Ed.
Shobeiri, S., Mazaheri, E. and Laroche, M., 2014. Improving customer website
involvement through experiential marketing. The Service Industries Journal, 34(11),
pp.885-900.
Snyder, C.S., 2014. A guide to the project management body of knowledge: PMBOK
(®) guide. Project Management Institute: Newtown Square, PA, USA.
Yom-Tov, G.B., Rafaeli, A., Altman, D. and Ashtar, S., 2017. Text-based customer
service: Using big-data to connect customer emotion to service operations.
Appendix
Tasks and Activities Table

Tasks Activities Duration
(days)
Weeks
Meeting with the Lecturer
regarding the topic selection
and engagement with the
project
Interactions with the lecturer
and getting ideas on what
and how to deliver the
project successfully
3 1
Team selection Developing or getting into a
team that can be reliable for
the project delivery
3 1-2
Review on the learning
contracts
Set of the responsibilities
and consideration those are
necessary for the project
delivery
2 3
Execution of the project Initialising the job on the
project execution
10 3-5
Collection of the relative
data necessary for driving
the research
Collect and identify the
relevant resources from
where the data and
information can be collected
for further proceeding with
the project
15 5-6
Documentation of the project Engaging with the
documentation of the
project through analysing
the collected data and
information
15 6-9
Revising and concluding the
research
Revising the research paper
as per the required
modifications and
concluding the research
9-11 10
2. Ethics review checklist and the skills grid
Is the research topic and implications of the research have
addressed with the student?
YES

NO
Is the research topic merits further research being proposed YES NO

and is proper to level of course study?

Is the student confirmed that they understand with the ethical
research guidelines for the students?
YES

NO
Is the student has skills to carry out the research study? YES

NO
Is the project participant information sheet and consent form are
appropriate based on research topic?
YES NO N/A

Are the procedures for recruitment and getting informed
consent are suitable?
YES NO N/A

Are the research procedures ensuring confidentiality and
anonymity of respondent data?
YES

NO N/A
Are the risk assessment carried out and the form completed
where necessary?
YES

NO N/A

TASK2
Project Report Level 5 Project
1. Context/Background
The project is all about the development of the new software system that can
manage and deliver the accounts related operations. InsCorp has recently advanced
the number of the customers and thus, developing sophisticated model that can
manage and deliver the necessary operational activities in an efficient and effective
way. The manual operation is not much effective and efficient for the delivery of the
operational activities. The Cesim project management approach has been adopted
considering the simulation of the required activities and management approaches
and thus, a team has been already developed that is capable of assuring the project
constraints. However, the leadership and management attributes will the most
promising phases in manner to assure the development and delivery of the project in
much efficient and effective manner. The major aim and objective of the project will
be to manage the deliverables and objectives of the project in an efficient and
effective manner. Thus, the management approaches will be considerable for the
management of the entire project deliveries and hence, manage them in an efficient
and effective manner. The cooperation and effective negotiation will be required for
assuring that the project stakeholders deliver their sector of the job in an effective
and efficient way.
The Cesim project management approach will be most promising considering the
identification, analysis, and management of the major operational activities. The
emphasis will be on the delivery and management of the schedule and final budget
of the overall project. The management and delivery assurance requires an effective
and efficient strategies those could allow the project delivery to be managed and
delivered in an efficient and effective way. The approach is effective an efficient
enough to manage the complexity of the team members or the stakeholders
assigned to the [project and thus, manage them accordingly. Analytical decisions
need to be made considering the linkage between the financial conditions and the
business performance of the organization. The decision-making approach and the
problem solving can be improved through the adoption of this approach and assuring
the management and delivery of the project.
2. Literature Review (models and theories)
Project management is all about the management and delivery of the project through
adopting effective and efficient tools and techniques those could allow the manager
and leaders of the project to manage and deliver the project constraints in an
effective and efficient way. The Cesim Project management methodology generally
emphasizes on the communication management of the involved stakeholders and
make sure that the every stakeholder comes with an innovative approach and take
the project towards its expected outcome and delivery. Markulis, Nugent and Strang

(2015) stated in their analysis that the considerable and identification of the major
deliverables of the project needs to be considered while assuring that the true
information is being cascaded and distributed among the respective stakeholders.
The information should contain the ongoing activities and progress of the project and
all the major deliverables are meeting the project requirement of the outcome and
deliveries. Kokcharov (2015) also show their concern in the respective section and
commented that the leadership and managerial attributes play a considerable role in
the project team management and their interaction with the planned activities with an
assurance that the deliveries will satisfy the estimated needs and requirements of
the project. The Kolb’s learning style method has been adopted in the project for the
development of the software system for InsCorp for boosting the abilities and
practices of the involved project team members considering the management and
delivery of the project. The adopted approach can be disruptive or could lead to the
less efficient project delivery because of the inner cognitive methods. According to
Kolb (1984), the project learning can be defined as a process through which the
experiences can be utilized for bringing the transformation in the ways of the project
deliveries and their management. The following four stages are emphasizing
sections for the management and delivery of the four stage learning cycle as follows:
Concrete experience: According to Nikolaenko (2016), this stage is effective and
efficient as the project team experiences the situations with an innovative situation
interpreting the existing experiences.
Reflective observation of new experience: As per the research paper presented
by Farmer et al. (2017), the team members might feel inconsistencies and
irregularities in understanding the approach of the Cesim project management
methodology that can be a lagging factor for the project to be delivered in successful
manner. Thus, approaches should be adopted for improving the efficiency of the
project and increasing the awareness of the individuals who are related to the project
that is adopting this methodology.
Abstract conceptualization: The same topic is being argued by Caylor et al. (2015)
stating and explaining that the reflection on the ongoing project activities adoption of
the learning through reflection can be helpful an effective in developing the new and
innovative ideas related to the learning style for the team members involved in the
project delivery. Learning from own experience can be much more effective and
efficient for the individuals can be highly effective in the adoption of the new
strategies those could lead the project to the success.
Active experimentation: Another paper by Cohen, Iluz and Shtub (2014) explained
that cesim project management methodology can be highly efficient and effective in
managing and delivering the new learnings and thoughts for meeting the expected
outcomes and deliveries of the project. It is also helpful an effective in monitoring
and managing and monitoring the overall progress and delivery of the project.

There should be an effective and efficient communication between the team
members regarding the learnings and innovations being adopted by the different
team members throughout the delivery of the project lifecycle. This will assure the
linkage between the adopted strategies and planning for the management and
delivery of the entire project. Following are the learning styles as per the Kolb’s
learning experiment.
Diverging: the project is considered from the different perspective considering the
efficient and effective management and delivery of the project through adopting
innovation and new learnings (Chiocchio, Rabbat and Lebel, 2015). The different
perspectives will be helpful an efficient in managing the project deliveries in much
efficient and effective way.
Assimilating: The adopted strategies should adopt the logical concepts,
approaches, and ideas considering the opportunities and management of the project
deliverables in successful and efficient way.
Converging: (Pando-Garcia, Periañez-Cañadillas and Charterina, 2016) stated that
the adoption of the innovation must be capable of allowing better problem-solving for
the team members.
Accommodating: The intuition is adopted in this learning style rather than
emphasizing on the logic through taking into the consideration of the experimental
and practical approaches.
3. Project Phases
The project of Ceism Simulation is a web based solution. This solution does not
needs to be installed as a separate application. The simulation solution can be easily
accessed from mobile, tablets and PCs as this contains internet connection. The
main feature of Simulation platform is that it allows the developer to work virtually as
per their need (Martinez et al. 2015). The platform allows each member to develop
their own account and enables the account holder to take decision related to their
projects. The platform is also having a communication forum that allows the team
members to interact with each other. This project is having five phases and are
described below:
Introduction: these step includes introducing the project to the team members and
starts making decision that are necessary for the project development (Roversi et al.
2018). The project leader decides the number of rounds that will be conducted for
making a decision and follows the project life cycle.
Planning: this phase involves planning and scheduling of the project. The project
manager decides the time on which the project needs to be delivered and also sets a
budget for the team members. The Cesim project helps in tracking the quality,
schedule and budget of the project (Polat, Okay and Eray, 2014). The project