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This assignment will take a number of weeks to complete and will require a good understanding of the Project Management material for successful completion. It is imperative that students take heed of the following points in relation to doing this assignment:

1.It would pay to start this assignment early.

2.Ensure that you clearly understand the requirements for the assignment – what must be done and what are the deliverables.

3.You need to have a clear understanding of what this project in particular will require and will need to do some research on how to breakdown the work for the Work Breakdown Structure (WBS).  In previous years, typically students who ensure that their WBS is detailed and show a clear understanding of how this project could be undertaken do well in the rest of the report.

4.If you do not understand any of the assignment requirements – ASK the Course Co-ordinator.

5.Each time you work on any aspect of the assignment reread the assignment requirements to ensure that what is required is clearly understood.

Project Objectives and Deliverables

 The paper mainly reflects on the implementation of CRM system within the organization “TOSIG” that facilitates insurance to One tier suppliers. It is found that the organization faces lot of issues and challenges due to the current process that the organization follows as the agents needs to re-enter data within the organization system which is quite time-consuming. In order to mitigate the issue, the organization implements CRM system within the organization so that its information system is upgraded and the organization will be able to get proper facility of insurance to the clients.

 The main goal of TOSIG is to implement customer relationship management system to upgrade the information system of the organization. It is found that due to the implementation of CRM system, the organization can get the chance of offering more insurance to the clients.

The project objectives are:

  • To implement customer relationship management system within the organization
  • To enhance the business opportunities for the organization
  • To minimize the time that is generally spend in entering data

The project deliverables are listed below:

  • Analysis of system requirements
  • Selection of proper platform
  • Designing outline
  • Testing of simulation
  • Completion of design
  • Designing approval
  • Completion of design implication
  • Migration of database'
  • Conducting black box testing

1.5 Strategic alignment of project.

It is essential to align the objectives as well as goals of the organization with the project to fulfill the demands as well as needs of the project. It is identified if the needs as well as requirements of the organization is known then the project manager takes the initiative of aligning the project with the objectives of the organization so that the developed system will be beneficial for the organization for achieving its goals and objectives.

The project milestones are provided in the table below:

WBS

Task Name

Completion date

M1

      Approval of project

Tue 12-06-18

M2

      Getting plan approval

Mon 09-07-18

M3'

      Designing approval

Thu 26-07-18

M4

      Entire development of the system

Tue 28-08-18

M5

      Functional testing is conducted

Mon 17-09-18

M6

   Project Closure

Thu 18-10-18

The project requirements are as follows:

Hardware: The hardware requirements include:

  • Computer
  • Operating system-Windows 10
  • RAM
  • Hard-drive

Software: The software requirements include:

  • Zoho
  • Romexsoft

Human resources: The people who are associated with the project are listed below:

  • Project manager
  • Business analyst
  • Programmer_1
  • Programmer_2
  • Database developer
  • Graphical user interface developer
  • Tester
  • Administration officer

The limits and exclusions of the project are listed below:

  • The CRM system implementation must not extended after its final completion date otherwise the project budget will increase
  • Involvement of all the project team members within the project otherwise project would not get completed on the assumed time.

The work/process breakdown schedule is provided below:

WBS

Task Name

0

Implementation of CRM system for TOSIG

1

   Initialization

1.1

      Analysis of project requirements

1.2

      Accumulation of resources

1.3

      Documentation of project charter

1.4

      Meeting for project initiation

M1

      Approval of project

2

   Planning

2.1

      Scheduling of project activities

2.2

      Division of project resources

2.3

      Development of project schedule

2.4

      Development of plan

2.5

      Communication of project planning

2.6

      Planning for risk management

M2

      Getting plan approval

3

   Designing phase

3.1

      Analysis of system requirements

3.2

      Selection of proper platform

3.3

      Designing outline

3.4

      Testing of simulation

3.5

      Completion of design

M3'

      Designing approval

4

   Development of system

4.1

      Completion of design implication

4.2

      Migration of database'

4.3

      Conducting black box testing

4.4

      Development of system interface

4.5

      Testing of prototype

4.6

      Requirements of functions

4.7

      Conducting beta testing

M4

      Entire development of the system

5

   System Deployment

5.1

      Creating deployment plan

5.2

      Modification within the system

5.3

      Testing of compatibility

5.4

      Deployment of system

M5

      Functional testing is conducted

6

   Documentation and training

6.1

      Development of training manuals

6.2

      Development of training program

6.3

      Providing staff training

6.4

      Developing final reports

6.5

      Documents sign off

6.6

      System maintenance

M6

   Project Closure

The entire schedule of the project will be managed with the help of Gantt chart. It is identified that Gantt chart are utilized to track as well as manage the time of the project so that the entire project can be completed within the expected time.

The project cost can be effectively managed as per the budget that is assumed by the project manager in the planning stage of the project. It is analyzed that the entire budget is provided below with which the project manager can be able to track the cost of the project.

WBS

Task Name

Duration

Resource Names

Cost

0

Implementation of CRM system for TOSIG

100 days

$57,240.00

1

   Initialization

8 days

$4,600.00

1.1

      Analysis of project requirements

2 days

Project manager

$1,360.00

1.2

      Accumulation of resources

3 days

Business analyst

$1,200.00

1.3

      Documentation of project charter

2 days

Project manager

$1,360.00

1.4

      Meeting for project initiation

1 day

Project manager

$680.00

M1

      Approval of project

0 days

$0.00

2

   Planning

19 days

$12,960.00

2.1

      Scheduling of project activities

3 days

Project manager

$2,040.00

2.2

      Division of project resources

2 days

Administration officer

$480.00

2.3

      Development of project schedule

4 days

Project manager

$2,720.00

2.4

      Development of plan

5 days

Database developer, Project manager

$5,400.00

2.5

      Communication of project planning

2 days

Project manager

$1,360.00

2.6

      Planning for risk management

3 days

Tester

$960.00

M2

      Getting plan approval

0 days

$0.00

3

   Designing phase

13 days

$7,440.00

3.1

      Analysis of system requirements

2 days

Database developer

$800.00

3.2

      Selection of proper platform

1 day

Business analyst

$400.00

3.3

      Designing outline

3 days

Project manager

$2,040.00

3.4

      Testing of simulation

2 days

Graphical user interface developer

$800.00

3.5

      Completion of design

5 days

Project manager

$3,400.00

M3'

      Designing approval

0 days

$0.00

4

   Development of system

23 days

$9,440.00

4.1

      Completion of design implication

1 day

Database developer

$400.00

4.2

      Migration of database'

3 days

Administration officer, Database developer

$1,920.00

4.3

      Conducting balck box testing

2 days

Tester

$640.00

4.4

      Development of system interface

5 days

Graphical user interface developer

$2,000.00

4.5

      Testing of prototype

2 days

Tester

$640.00

4.6

      Requirements of functions

8 days

Business analyst

$3,200.00

4.7

      Conducting beta testing

2 days

Tester

$640.00

M4

      Entire development of the system

0 days

$0.00

5

   System Deployment

14 days

$10,240.00

5.1

      Creating deployment plan

3 days

Graphical user interface developer, Programmer_1

$2,400.00

5.2

      Modification within the system

4 days

Database developer, Graphical user interface developer

$3,200.00

5.3

      Testing of compatibility

2 days

Tester

$640.00

5.4

      Deployment of system

5 days

Database developer, Programmer_2

$4,000.00

M5

      Functional testing is conducted

0 days

$0.00

6

   Documentation and training

23 days

$12,560.00

6.1

      Development of training manuals

2 days

Project manager

$1,360.00

6.2

      Development of training program

3 days

Administration officer

$720.00

6.3

      Providing staff training

10 days

Project manager

$6,800.00

6.4

      Developing final reports

3 days

Project manager

$2,040.00

6.5

      Documents sign off

1 day

Project manager

$680.00

6.6

      System maintenance

4 days

Administration officer

$960.00

M6

   Project Closure

0 days

Project manager

$0.00

The resource management for the entire project is reflected in the table that is provided below:

Resource Name

Type

Material Label

Initials

Group

Max. Units

Std. Rate

Ovt. Rate

Cost/Use

Accrue At

Base Calendar

Project manager

Work

P

100%

$85.00/hr

$0.00/hr

$0.00

Prorated

Standard

Business analyst

Work

100%

$50.00/hr

$0.00/hr

$0.00

Prorated

Standard

Programmer_1

Work

100%

$50.00/hr

$0.00/hr

$0.00

Prorated

Standard

Programmer_2

Work

100%

$50.00/hr

$0.00/hr

$0.00

Prorated

Standard

Database developer

Work

100%

$50.00/hr

$0.00/hr

$0.00

Prorated

Standard

Graphical user interface developer

Work

100%

$50.00/hr

$0.00/hr

$0.00

Prorated

Standard

Tester

Work

100%

$40.00/hr

$0.00/hr

$0.00

Prorated

Standard

Administration officer

Work

100%

$30.00/hr

$0.00/hr

$0.00

Prorated

Standard

 It is found that risk management plan is generally needed Implementation of CRM system for foreseeing the risks and challenges of the project so that the impact as well as probability that are associated with the project can be identified and the risks that are related with the project can be successfully mitigated with the help of proper mitigation plan. The risk management plan for the project is provided in the table below:

Risk

Description

Impact

Probability

Responsible person

Mitigation

Inappropriate schedule

 If the schedule of the project is not properly developed then it can create lot of issues.

Medium

Medium

Project manager

It is essential to track the entire schedule regularly.

Shortage of budget

 Due to budget shortfall, the project manager faces difficulty in finishing the project

High

High

Financial manager

The budget of the project must be tracked with the help of earned value analysis.

Inappropriate testing

Inappropriate testing can lead to lot of technical issue

High

Medium

Tester

It is necessary to conduct proper testing of the system after development.

Inappropriate data migration

Due to data migration the entire project gets negatively impact due to the technical challenge that occur within the system

High

High

Database developer

 It is quite necessary to migrate the data of the project properly.

 It is found that proper communication management plan is needed within the project to have effective communication between the team members as well as higher authorities of the organization. Thee communication management plan helps in defining the roles of the person who are generally associated with the project. In addition to this, communication plan generally assists providing proper guidance about the meetings that is required to be conducted within the project.

Audience

Message

Vehicle

Frequency

Owner

 Project planner

 The information related with the status of the project are shared.

Weekly

E-mail, conference

 Team leader

Project manager

 Information associated with technical challenges and issues are discussed

Monthly

E-mail, conference

Database manager

Team member

 The project manager gives information about the entire scope as well as overview of the project.

Once

Face to face

Project manager

References

Bucero, A. and Englund, R.L., 2015, October. Project sponsorship: Achieving management commitment for project success. Project Management Institute.

Hornstein, H.A., 2015. The integration of project management and organizational change management is now a necessity. International Journal of Project Management, 33(2), pp.291-298.

Joslin, R. and Müller, R., 2015. Relationships between a project management methodology and project success in different project governance contexts. International Journal of Project Management, 33(6), pp.1377-1392.

Kerzner, H., 2017. Project management metrics, KPIs, and dashboards: a guide to measuring and monitoring project performance. John Wiley & Sons.

Kucharska, W. and Kowalczyk, R., 2016. Trust, Collaborative Culture and Tacit Knowledge Sharing in Project Management–a Relationship Model.

Marcelino-Sádaba, S., Pérez-Ezcurdia, A., Lazcano, A.M.E. and Villanueva, P., 2014. Project risk management methodology for small firms. International journal of project management, 32(2), pp.327-340.

Martinelli, R.J. and Milosevic, D.Z., 2016. Project management toolbox: tools and techniques for the practicing project manager. John Wiley & Sons.

Mir, F.A. and Pinnington, A.H., 2014. Exploring the value of project management: linking project management performance and project success. International journal of project management, 32(2), pp.202-217

Riol, H. and Thuillier, D., 2015. Project management for academic research projects: balancing structure and flexibility. International Journal of Project Organisation and Management, 7(3), pp.251-269.

Svejvig, P. and Andersen, P., 2015. Rethinking project management: A structured literature review with a critical look at the brave new world. International Journal of Project Management, 33(2), pp.278-290

Todorovi?, M.L., Petrovi?, D.?., Mihi?, M.M., Obradovi?, V.L. and Bushuyev, S.D., 2015. Project success analysis framework: A knowledge-based approach in project management. International Journal of Project Management, 33(4), pp.772-783.

Too, E.G. and Weaver, P., 2014. The management of project management: A conceptual framework for project governance. International Journal of Project Management, 32(8), pp.1382-1394.

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