Comprehensive Project Plan: CRM Implementation Project

This document presents a detailed project plan for the implementation of a Customer Relationship Management (CRM) system within a retail organization. The plan begins by identifying the problem statement, focusing on the challenges of managing increasing customer data with an outdated system. It outlines the information gathering process, project constraints (time, technology dependency, and human limitations), and specific project objectives, including the successful implementation of a new CRM system within a defined timeframe and budget. The statement of work includes project deliverables, task lists with assigned resources, and a cost budget estimation. A scope statement defines the project's goal criteria and details the management plan, work breakdown structure (WBS), and scope baseline. The plan covers initialization, planning, design, UI formation, programming, infrastructure development, and final reporting, providing a structured approach to CRM implementation.

Running head: PROJECT PLANNING
Project Planning
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1PROJECT PLANNING
Table of Contents
1. Introduction..................................................................................................................................2
2. Conceptual Formation.................................................................................................................2
2.1 Problem Statement.................................................................................................................2
2.2 Information Gathering...........................................................................................................3
2.3 Constraints.............................................................................................................................3
2.4 Project Objectives..................................................................................................................4
2.5 Statement of work..................................................................................................................4
2.5.1 Project Deliverables and due date...................................................................................5
2.5.2 Task List and Resources assigned..................................................................................5
2.5.3 Project Cost Budget........................................................................................................7
3. Scope Statement...........................................................................................................................8
3.1 Goal Criteria..........................................................................................................................8
3.2 Management Plan..................................................................................................................8
3.3 Work Breakdown Structure.................................................................................................11
3.4 Scope Baseline.....................................................................................................................12
4. Conclusion.................................................................................................................................14
Bibliography..................................................................................................................................16

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1. Introduction
The influence of effective project planning has been largely formed to be growing and
developing the effective formation of the tools and factors (White and Sholtes 2016). The
formation would also be helpful for forming the utilization of the project management tools and
factors. The project management tools and factors has been assisting the easing the utilization of
the improved tools and aligning the synthesis for the formation of improved activities. The
implication of the factors of the formation has been assisting the the analysis of the improved
communication and formation.
The following assignment is a project planning document developed for the project of
CRM implementation for retail organization and it would allow the use of various techniques and
tools for the formation of the project. The CRM implementation would be eased by the use of the
proper documentation and formation of the factors. It would also be helpful for easing the flow
of the information in a synthetic plan formation process. The significant formation of the
activities is helpful for forming the synthesis of the technology innovation and formation of the
activities.
2. Conceptual Formation
2.1 Problem Statement
The major problem for the execution of the activities for the retail organization is
dependent on the significant formation of the factors of formation of the innovative technology.
The problems of the organization have been resulted due to the rise in the number of the
customers. The increase in the number of the sales and the customers has resulted in causing
problem in managing the huge amount of data that would be required for the organization. The
following are the problem statements of the retail organization,
 Problem in management of the customer’s data with the old manual information
processing system and database

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 Time gap in initiating and accessing the information is large and hence it causes
delay in processing the activities
2.2 Information Gathering
The information collection for the execution of the project of CRM implementation for
retail organization would be done by using the previous information reports. According to
Papke-Shields and Boyer-Wright (2017), the collection of the information from the various
sources has been assisting the executing the project. The plan formation has been assisting the
easing the information required for the formation of the facilities aligning the utilization of the
factors for the project formation. The collection of the information would be eased with the
accumulation of the information aligning to the formation of the final project reports.
2.3 Constraints
The project of CRM implementation for retail organization is an IT project and hence it is
bounded by the specific formation of the activities. The various constraints of the project include
the factors of smart formation and formation. The time, technology dependence, and human
limitation are the constraints of the project. The constraints would limit the project formation and
it would also form the limitation of the activities for limiting the implication of the activities and
integrating the utilization of the factors supporting the factors of integration. The various
constraints of the project has been explained below,
Time: The timely actions of the activities are aligned for forming the utilization of the
factors defining the support and implementation of the activities. The timed actions would align
the significant formation of the factors supporting the implication of the activities. The timed
action would allow the influence of the profitable formation modification. The implication of the
time management process would be eased for listing the activities for defining the time limited
activities.
Technology Dependency: The technology dependency is aligned with the formation of
the improved utilization of the factors aligning with the project. The dependency of the
technology innovation is a major factor defining the formation of the activities. The dependent
technology innovation would act as a limitation for the execution of the project activities. The

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formation of the activities can be developed for easing the process of integrating the factors of
formation for supporting the formation of the activities.
Human Limitation: The limitation of the human skills and activities would play a
significant role in forming the effective utilization of the functions. The deployment of the
human activities for the execution of the project formation would act both as a support and
constraint for the project operation. The dependency of the human limitation would support the
utilization of the activities for synthesizing the improved operation formation. The limitation of
the human skills is aligned for the informal formation of the activities.
2.4 Project Objectives
The project of CRM implementation for retail organization is an IT project and hence it is
bounded by the specific formation of the activities. The information collection for the execution
of the project of CRM implementation for retail organization would be done by using the
previous information reports (Rieger, Stanley and Traynor 2014). The project management tools
and factors has been assisting the easing the utilization of the improved tools and aligning the
synthesis for the formation of improved activities. The collection of the information from the
various sources has been assisting the executing the project. The objectives of the project for
CRM implementation for retail organization are given below,
 To implement the new CRM system in the organization for dealing with the
implication of the improved activities in the organization
 To utilize the technology innovation for dealing with the factors of effective and
smart formation models
 To complete the project in the specific time duration and budget estimated for the
implication of the factors
2.5 Statement of work
The statement of work is an initiation document for project that comprises of the project
deliverables and due date, task lists and resources assigned to them, and costs budget of the
project. The complete statement of work would be based on the deployment of the information
sharing platform for the stakeholders (Marchewka 2014). It would help them in understanding

5PROJECT PLANNING
the requirements of the project of CRM implementation for retail organization. The following
points are included for the statement of work documentation of the project,
2.5.1 Project Deliverables and due date
The project of CRM implementation for retail organization would involve the final
deliverable of a developed CRM system capable of developing the improved function analysis.
The project is based on the analysis of the improved operation formation for comprising the
implication of the improved functional analysis (Turner 2014). The deployment of the activities
would be based on the simplification of the activities for developing the influence of the
improved technology. The following are the deliverables for the CRM implementation for retail
organization project,
Deliverable Task Name Duration Start Finish
1 Initial Documentation 3 days Fri 8/3/18 Tue 8/7/18
2 Complete Plan 5 days Fri 8/17/18 Thu 8/23/18
3 Complete Design 5 days Mon 9/3/18 Fri 9/7/18
4 UI formation 4 days Thu 9/13/18 Tue 9/18/18
5 Programming 5 days Mon 9/24/18 Fri 9/28/18
6 Infrastructure 7 days Wed 10/10/18 Thu 10/18/18
7 Final reports 3 days Wed 10/31/18 Fri 11/2/18
2.5.2 Task List and Resources assigned
The task list comprise of a number of tasks and activities that would be summed for
developing the final software system implication for the organization. The tasks and activities are
specifically listed in the work packages supporting the formation of phase wise project execution
(Papke-Shields and Boyer-Wright 2017). The activities would be executed in forms of the
section and aligned with the specific resources assigned to each of the project activities. The
following table would show the execution activities along with the resources assigned to them,

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Task Name Resource Names
Requirement Analysis Analyst [Human]
Documentation Documenter [Human], Documents [Material]
Submission of Documents Documenter [Human]
Review and Sign off Project Manager [Human]
Kick off
Plan outline Planner [Human]
Review of Plan Project Manager [Human]
Complete Plan Formation Planner [Human]
Plan Approval
Design Platform is selected Designer [Human], Design Tools [Material]
Design Outline is developed Designer [Human]
Review of Design Designer [Human]
Complete Design is developed Designer [Human]
Design Approval
Design integration Developer [Human], System [Material],
Programming Tools [Material]
UI formation Developer [Human]
Functions Formation Engineer [Human]
Programming Formation Engineer [Human]
System Formation Engineer [Human]
Formation
Implementation of plan Contractor [Human], Materials [Material],
Equipments [Material]
Infrastructure is developed Contractor [Human]

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System Formation Engineer [Human]
Inspection Client [Human]
Implemented
Final reports Documenter [Human], Documents [Material]
Submission of reports Documenter [Human]
Review and Sign off Project Manager [Human]
Project Closed
2.5.3 Project Cost Budget
The cost budget estimation is done based on the analysis of the factors of the resource
usages and the rate of the resource used (Marchewka 2014). The project of CRM implementation
for retail organization project would require both human and material resources for developing
the final project budget. The following table would be shown for estimating the project budget as
shown,
Resource Name Type Work Standard Rate Cost
Analyst Human 16 hrs $50.00/hr $800.00
Documenter Human 64 hrs $55.00/hr $3,520.00
Project Manager Human 32 hrs $85.00/hr $2,720.00
Planner Human 64 hrs $60.00/hr $3,840.00
Designer Human 88 hrs $65.00/hr $5,720.00
Developer Human 56 hrs $70.00/hr $3,920.00
Engineer Human 136 hrs $80.00/hr $10,880.00
Contractor Human 80 hrs $75.00/hr $6,000.00

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Client Human 24 hrs $0.00/hr $0.00
Documents Material 2 $50.00 $100.00
Design Tools Material 1 $500.00 $500.00
System Material 1 $3,000.00 $3,000.00
Programming Tools Material 1 $2,000.00 $2,000.00
Materials Material 1 $5,000.00 $5,000.00
Equipments Material 1 $2,000.00 $2,000.00
Total Budget $50,000.00
3. Scope Statement
3.1 Goal Criteria
The project has the specific goal for developing the improvement of the activities for
facilitating the formation of the activities supporting the formation of the functions (Reicher,
Komaromi, and Szeghegyi 2015). The utilization of the functions has been assisting the
developing the formation of the activities. The simplification of the activities can be aligned for
the formation of the activities in forming the utilization of functions. The information would be
utilized for forming the following checklist,
 Completion of the plan in the estimated time duration
 Ensuring that project is completed in the budget
 Support formation for the technology innovation of activities

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3.2 Management Plan
The project of CRM implementation for retail organization is an IT system based project
for easing the process of developing the effective and improved formation process (Sharp, Peters
and Howard 2017). The management plan would be developed for easing the process of
developing the formation of the execution of the project. The management plan would include
the formation of the activities for successful integrating the activities supporting the execution of
the improved functional analysis. The project plan would be developed using the implication of
the effective program formation. The project plan for the CRM implementation for retail
organization project is given below,
WBS Task Name Duration Start Finish Predecessor
s Resource Names
0 CRM implementation
for retail organization 70 days Wed
8/1/18
Tue
11/6/18
1 Initialization 7 days Wed
8/1/18
Thu
8/9/18
1.1 Requirement Analysis 2 days Wed
8/1/18
Thu
8/2/18 Analyst
1.2 Documentation 3 days Fri 8/3/18 Tue
8/7/18 2 Documenter,
Documents[1]
1.3 Submission of
Documents 1 day Wed
8/8/18
Wed
8/8/18 3 Documenter
1.4 Review and Sign off 1 day Thu
8/9/18
Thu
8/9/18 4 Project Manager
1.5 Kick off 0 days Thu
8/9/18
Thu
8/9/18 5
2 Planning 10 days Fri
8/10/18
Thu
8/23/18
2.1 Plan outline 3 days Fri
8/10/18
Tue
8/14/18 6 Planner
2.2 Review of Plan 2 days Wed
8/15/18
Thu
8/16/18 8 Project Manager

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2.3 Complete Plan
Formation 5 days Fri
8/17/18
Thu
8/23/18 9 Planner
2.4 Plan Approval 0 days Thu
8/23/18
Thu
8/23/18 10
3 Designing 11 days Fri
8/24/18
Fri
9/7/18 Design Tools[1]
3.1 Design Platform is
selected 1 day Fri
8/24/18
Fri
8/24/18 11 Designer
3.2 Design Outline is
developed 3 days Mon
8/27/18
Wed
8/29/18 13 Designer
3.3 Review of Design 2 days Thu
8/30/18
Fri
8/31/18 14 Designer
3.4 Complete Design is
developed 5 days Mon
9/3/18 Fri 9/7/18 15 Designer
3.5 Design Approval 0 days Fri 9/7/18 Fri 9/7/18 16
4 System Formation 19 days Mon
9/10/18
Thu
10/4/18
System[1],
Programming
Tools[1]
4.1 Design integration 3 days Mon
9/10/18
Wed
9/12/18 17 Developer
4.2 UI formation 4 days Thu
9/13/18
Tue
9/18/18 19 Developer
4.3 Functions Formation 3 days Wed
9/19/18
Fri
9/21/18 20 Engineer
4.4 Programming Formation 5 days Mon
9/24/18
Fri
9/28/18 21 Engineer
4.5 System Formation 4 days Mon
10/1/18
Thu
10/4/18 22 Engineer
4.6 Formation 0 days Thu
10/4/18
Thu
10/4/18 23
5 System
Implementation 18 days Fri
10/5/18
Tue
10/30/18
Materials[1],
Equipments[1]

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5.1 Implementation of plan 3 days Fri
10/5/18
Tue
10/9/18 24 Contractor
5.2 Infrastructure is
developed 7 days Wed
10/10/18
Thu
10/18/18 26 Contractor
5.3 System Formation 5 days Fri
10/19/18
Thu
10/25/18 27 Engineer
5.4 Inspection 3 days Fri
10/26/18
Tue
10/30/18 28 Client
5.5 Implemented 0 days Tue
10/30/18
Tue
10/30/18 29
6 Closure 5 days Wed
10/31/18
Tue
11/6/18
6.1 Final reports 3 days Wed
10/31/18
Fri
11/2/18 30 Documenter,
Documents[1]
6.2 Submission of reports 1 day Mon
11/5/18
Mon
11/5/18 32 Documenter
6.3 Review and Sign off 1 day Tue
11/6/18
Tue
11/6/18 33 Project Manager
6.4 Project Closed 0 days Tue
11/6/18
Tue
11/6/18 34
3.3 Work Breakdown Structure
The work breakdown structure for the project of CRM implementation for retail
organization is given below,