Project Report: CRM System Development for Medium Organization

This project report outlines the development of a CRM system for a medium-sized organization facing increasing market competition. The project aims to improve customer relations, attract new customers, and increase the organization's budget. The report details the project phases, including initiation, planning, design, development, deployment, and closure. It includes a Work Breakdown Structure (WBS) with timelines for each task, from project need analysis and resource accumulation to system deployment and training. The report covers system requirement analysis, platform selection, design, testing, database migration, system interface development, and compatibility testing. The project also includes training manuals, program development, and staff training. Furthermore, the project's closure involves final report development, sign-off, and system maintenance, ensuring a comprehensive approach to CRM implementation.

Project background
The paper mainly reflects on the development of a CRM system for a medium
organization. It is found that as the competition in the market is rising, the organization is facing
issues in competing within the market. In order to compete, the organization wants to develop a
CRM system so that the organization can make excellent relations with the customers which can
further helps in attracting the customers as well as increasing the budget of the project.
Project phases
WBS Task Name Duration Start Finish Predecessors
0
Development of CRM system
for large organization
99 days
Tue 14-05-
19
Fri 27-09-19
1 Project initiation phase 8 days
Tue 14-05-
19
Thu 23-05-
19
1.1 Project need analysis 3 days
Tue 14-05-
19
Thu 16-05-19
1.2 Resource accumulation 2 days Fri 17-05-19
Mon 20-05-
19
2
1.3 Project charter development 2 days
Tue 21-05-
19
Wed 22-05-
19
3
1.4
Meeting for starting the
project
1 day
Thu 23-05-
19
Thu 23-05-19 4
M1 Project approval 0 days Thu 23-05- Thu 23-05-19 5

19
2 Project planning phase 20 days
Fri 24-05-
19
Thu 20-06-
19
2.1 Project activities scheduling 4 days Fri 24-05-19
Wed 29-05-
19
6
2.2 Project resources analysis 3 days
Thu 30-05-
19
Mon 03-06-
19
8
2.3 Schedule development 4 days
Tue 04-06-
19
Fri 07-06-19 9
2.4 Project plan development 4 days
Mon 10-06-
19
Thu 13-06-19 10
2.5 Project planning 3 days Fri 14-06-19 Tue 18-06-19 11
2.6 Risk management plan 2 days
Wed 19-06-
19
Thu 20-06-19 12
M2
Completing the planning
phase
0 days
Thu 20-06-
19
Thu 20-06-19 13
3 Project designing phase 15 days
Fri 21-06-
19
Thu 11-07-
19
3.1 System requirement analysis 3 days Fri 21-06-19 Tue 25-06-19 14
3.2 Proper platform selection 1 day
Wed 26-06-
19
Wed 26-06-
19
16
3.3 Outline design 4 days Thu 27-06- Tue 02-07-19 17

19
3.4 Simulation testing 3 days
Wed 03-07-
19
Fri 05-07-19 18
3.5 Design completion 4 days
Mon 08-07-
19
Thu 11-07-19 19
M3' Approval of project design 0 days
Thu 11-07-
19
Thu 11-07-19 20
4 System development 25 days
Fri 12-07-
19
Thu 15-08-
19
4.1
Design implications
development
2 days Fri 12-07-19
Mon 15-07-
19
21
4.2 Database migration 4 days
Tue 16-07-
19
Fri 19-07-19 23
4.3 Using black box testing 3 days
Mon 22-07-
19
Wed 24-07-
19
24
4.4 System interface development 4 days
Thu 25-07-
19
Tue 30-07-19 25
4.5 Prototype testing 3 days
Wed 31-07-
19
Fri 02-08-19 26
4.6 Analyzing requirements 7 days
Mon 05-08-
19
Tue 13-08-19 27
4.7 Beta testing 2 days Wed 14-08- Thu 15-08-19 28

19
M4 Development of CRM system 0 days
Thu 15-08-
19
Thu 15-08-19 29
5 System Deployment 14 days
Fri 16-08-
19
Wed 04-09-
19
5.1 Deployment plan 4 days Fri 16-08-19
Wed 21-08-
19
30
5.2 System modifications 3 days
Thu 22-08-
19
Mon 26-08-
19
32
5.3 Compatibility testing 3 days
Tue 27-08-
19
Thu 29-08-19 33
5.4 System deployment 4 days Fri 30-08-19
Wed 04-09-
19
34
M5 Conducting functional testing 0 days
Wed 04-09-
19
Wed 04-09-
19
35
6 Training and documentation 17 days
Thu 05-09-
19
Fri 27-09-19
6.1
Training manuals
development
3 days
Thu 05-09-
19
Mon 09-09-
19
36
6.2 training program development 2 days
Tue 10-09-
19
Wed 11-09-
19
38
6.3 Training to the project staff 7 days Thu 12-09- Fri 20-09-19 39

19
6.4 Final report development 2 days
Mon 23-09-
19
Tue 24-09-19 40
6.5 Sign off 1 day
Wed 25-09-
19
Wed 25-09-
19
41
6.6 Maintenance of the system 2 days
Thu 26-09-
19
Fri 27-09-19 42
M6 Project Closure 0 days Fri 27-09-19 Fri 27-09-19 43