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Question

Answered

Questions:

In this assessment you will analyse the provided case and complete the seven parts of the project to demonstrate your skills in managing project scope.  

What are you required to do to undertake this Case Study?

You are required to complete this project written report with reference .    to “IndoAust Jaya CRM project case study brief. See additional resources available on canvas to access this file

 

PART A – PROJECT AUTHORISATION

You are to prepare a summary of your project to submit to the designated authority to seek authorisation for commencement of the project. 

Your summary should include an overview of:

  • Project title
  • Project sponsor
  • Project manager
  • Project team members
  • Project timeline
  • Planned budget
  • Project objectives
  • Project deliverables
  • Project assumptions/constraints
  • Major phases
  • Key deliverables in each phase
  • Milestones and proposed dates
 

PART B – PROJECT MANAGEMENT GOVERNANCE

List the parties who will form the governance structure for the project. Your list should include the titles of each person included in the governance structure and a brief description of their responsibilities 
 
 

PART C – SCOPE MANAGEMENT PLAN

Prepare a scope management plan for your project.

Your plan should include a summary of:

  • Executive summary
  • Roles and responsibilities
  • Scope definition
  • Scope inclusions and exclusions
  • Major milestones
  • Success criteria
  • Key meeting dates
  • Work breakdown structure
  • Scope verification
  • Scope control
  • Sponsor acceptance
  • Assumptions, risks, constraints, and dependencies
 

PART D – STAKEHOLDER CONSULTATION   

 

Lynne Sungee is IAJ’s Finance Manager and manages IAJ’s accounts department.

The Accounts Department at IAJ is responsible for:

  • Implementing cost saving measures
  • Ensuring books are always up to date
  • Ensuring all staff are paid weekly on a Thursday, with the correct amount of tax calculated
  • Issuing group certificates at end of financial year
  • Keeping track of all incoming accounts for items purchased
  • Paying accounts as per the terms and conditions
  • Tracking all outgoing accounts issued to creditors
  • Ensuring creditors pay their bills as per IAJ terms and conditions
  • Providing guidance to the HR department on staff salaries
  • Providing guidance to accounts department on cost of services.

 

 

The Accounts Department would like to use the CRM to:

  • Improve communications between Accounts and other departments regarding client information
  • Ensure that services offered by the Accounts department to clients are consistent with those offered by other departments.


Lynne Sungee’s major concerns/issues/requirements for the CRM are:

  • ability to keep an up-to-date, clear, and complete customer record for each client
  • removal of duplicate or non-current client data
  • ability to track client payments and details of client payment agreements
  • ability to integrate client data from the LiveX database (used for managing transactions relating to livestock).

 

For this activity, you (being the Project Manager) will send an email to Lynne Sungee (IAJ Finance manager) to explain details of the project you are managing. The project involves implementing a Customer Relationship Management (CRM) system.

  1. ask specific question(s) regarding the project and any amendments needed.
  2. Indicate the major phases of the project and where the finance department can participate in providing relevant information to ensure these issues are addressed.
  3. Provide information on the project governance structure of the project and your role as project manager.
  4. Indicate what role the finance manager will play in the project and who she will report to. Decide who in the finance department to delegate the role of user champions.
Indicate how project updates will be communicated to the project team.
 

PART E – SCOPE CHANGES

 

Complete the “Project change order form” to incorporate the scope amendment discussed in Part D.

Refer to the file IAJMemo.pdf. This document contains details regarding the proposed changes to the project scope. 
 

PART F – ISSUES REGISTER

Based on your consultation with the stakeholder (Part D), complete the “Issues register”.
Record the potential issues you discussed with the stakeholder.  
 

PART G – IMPROVEMENTS

1. Identify at least two improvements you could make to the scope management process to better manage scope in the future.
2. Consider the issues identified by the stakeholder during your consultation and recorded on the issue register.
3. What do these tell you about the scope management process?
4. What could you do differently?

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