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Project Overview

Discuss about the System Implementation Project Plan for Strategic Marketing.

The project charted document has been made for the project of TOSIG's CRM implementation for customer information system. The completion of all project activities would result in forming the achievement of the final deliverable for the project. The project has comprised of analysis and documentation phase completion, design phase completion, system development completion, deployment phase completed, test phase completed, and closure of project. The analysis of the risk factors had tended for forming the development of the effective mitigation strategies.

Project Title: ‘TOSIG's CRM implementation for customer information system’

The development of the project documents, design deployment, system development, system deployment, and final test results are included in the scope of the TOSIG's CRM implementation for customer information system project. The project planning has included the use of the effective project management for the execution of project activities and attainment of final project deliverable.

The organization of TOSIG requires the implementation of the effective CRM suysyem for the management of the information of the various customers. The TOSIG provides insurance to various customers for buildings, fencing, stock yards, storage silos and machinery, and even crops. They had been following their simple information processing and the 150 agents would have to manage the information. However, it would require the use of CRM system for improving the management of information for the customers.

The project of TOSIG's CRM implementation for customer information system is developed for the aligning effective project activities. The completion of all these phases would result in forming the achievement of the final deliverable for the project. The completed project would be divided into 6 phases. The analysis and document phase would include the activities of requirement analysis, accumulation of resources, charter documentation, documents submission, signing of the documents, and analysis and documentation phase completion. The ui and system design would include the activities of platform selection, outline of ui and system is developed, development of UI design, development of system design, feasibility analysis, and design phase completion. The development of system would include the activities of database creation, development of UI, development of functions, development of programs, integration of the system, and system development completion. The deployment of system would include the activities of planning of the system development, implementing the system, integrating the system, training the staff, and deployment phase completed. The test of system would include the activities of alpha test, white box testing, simulation testing, UI operatibility testing, and test phase completed. The documentation for project would include the activities of final reports are made, submission of reports, signing of the documents, and closure of project.

Project Phases

The project of TOSIG's CRM implementation for customer information system is developed for the aligning the six phases of Analysis and Document Phase, UI and system design, Development of System, Deployment of System, Test of System, and Documentation for project. The completion of all these phases would result in forming the achievement of the final deliverable for the project. The milestones of the project is shown in the following project schedule by highlighting it,

WBS

Task Name

Duration

Start

Finish

0

TOSIG's CRM implementation for customer information system

100 days

Mon 7/16/18

Fri 11/30/18

1

Analysis and Document Phase

11 days

Mon 7/16/18

Mon 7/30/18

1.1

Requirement Analysis

2 days

Mon 7/16/18

Tue 7/17/18

1.2

Accumulation of Resources

4 days

Wed 7/18/18

Mon 7/23/18

1.3

Charter Documentation

3 days

Tue 7/24/18

Thu 7/26/18

1.4

Documents Submission

1 day

Fri 7/27/18

Fri 7/27/18

1.5

Signing of the documents

1 day

Mon 7/30/18

Mon 7/30/18

M1

Analysis and Documentation Phase Completion

0 days

Mon 7/30/18

Mon 7/30/18

2

UI and system design

20 days

Tue 7/31/18

Mon 8/27/18

2.1

Platform Selection

2 days

Tue 7/31/18

Wed 8/1/18

2.2

Outline of UI and system is developed

4 days

Thu 8/2/18

Tue 8/7/18

2.3

Development of UI design

5 days

Wed 8/8/18

Tue 8/14/18

2.4

Development of System design

5 days

Wed 8/15/18

Tue 8/21/18

2.5

Feasibility Analysis

4 days

Wed 8/22/18

Mon 8/27/18

M2

Design Phase Completion

0 days

Mon 8/27/18

Mon 8/27/18

3

Development of System

35 days

Tue 8/28/18

Mon 10/15/18

3.1

Database Creation

5 days

Tue 8/28/18

Mon 9/3/18

3.2

Development of UI

8 days

Tue 9/4/18

Thu 9/13/18

3.3

Development of functions

6 days

Fri 9/14/18

Fri 9/21/18

3.4

Development of Programs

10 days

Mon 9/24/18

Fri 10/5/18

3.5

Integration of the system

6 days

Mon 10/8/18

Mon 10/15/18

M3

System Development Completion

0 days

Mon 10/15/18

Mon 10/15/18

4

Deployment of System

16 days

Tue 10/16/18

Tue 11/6/18

4.1

Planning of the system development

3 days

Tue 10/16/18

Thu 10/18/18

4.2

Implementing the system

2 days

Fri 10/19/18

Mon 10/22/18

4.3

Integrating the system

4 days

Tue 10/23/18

Fri 10/26/18

4.4

Training the staff

7 days

Mon 10/29/18

Tue 11/6/18

M4

Deployment Phase Completed

0 days

Tue 11/6/18

Tue 11/6/18

5

Test of System

12 days

Wed 11/7/18

Thu 11/22/18

5.1

Alpha Test

3 days

Wed 11/7/18

Fri 11/9/18

5.2

White Box Testing

3 days

Mon 11/12/18

Wed 11/14/18

5.3

Simulation Testing

3 days

Thu 11/15/18

Mon 11/19/18

5.4

UI Operatibility Testing

3 days

Tue 11/20/18

Thu 11/22/18

M5

Test Phase Completed

0 days

Thu 11/22/18

Thu 11/22/18

6

Documentation for project

6 days

Fri 11/23/18

Fri 11/30/18

6.1

Final Reports are made

4 days

Fri 11/23/18

Wed 11/28/18

6.2

Submission of reports

1 day

Thu 11/29/18

Thu 11/29/18

6.3

Signing of the documents

1 day

Fri 11/30/18

Fri 11/30/18

M6

Closure of Project

0 days

Fri 11/30/18

Fri 11/30/18

Table 1: Project Milestones in Project Schedule

The acceptance criteria for the completion of each of the milestones of analysis and documentation phase completion, design phase completion, system development completion, deployment phase completed, test phase completed, and closure of project. These milestones must meet some specific criteria for achievement of the final project deliverable. The acceptance criteria for the milestones are,

Criteria for analysis and documentation phase completion: The analysis and documentation phase completion would be dependent on the project manager signing the documents and approving the initiation of the project. 

Criteria for design phase completion: The design phase completion would be dependent on the implication of the effective simulation of the design developed for the

Criteria for system development completion: The functions of TOSIG must be compatible with the CRM system developed for the implication of the improved operation development.

Criteria for deployment phase completed: The implementation of the CRM system would be based on the effective integration of the activities favoring the organization’s activities.

Criteria for test phase completed: The test phase would be based on the implication of the activities forming the analysis of the quality and achievement of the expected test results.

Criteria for closure of project: The final reports would be deployed for the effective alignment of the operations and documentation process that can be utilized for future projects.

 The project of TOSIG's CRM implementation for customer information system is an IT based project and the completion of the project would have to face several issues and problems. The analysis of the risk factors had tended for forming the development of the effective mitigation strategies. The following table would show the various risk factors for the project,

Risk Factor

Risk Classification

Risk Mitigation Strategy

Equipments Failure

Technical

Reduce

Shortage of the Resources

Financial

Avoid

Overtime of the activities

Operational

Accept

Design Flaws

Technical

Transfer

Loss of data

Accidental

Mitigate

The project of TOSIG's CRM implementation for customer information system would align with the use of the effective IT management principles and operations. The assumptions of the project are,

  1. Resources required for the completion of the project would be available and can be aligned with the implication of the effective alignment of the operations
  2. Project would be completed in the estimated time and resources accumulated in the project
  3. The team members would not face any quarrel or conflict among each other

The estimated budget, calculated time, and the expected quality of the system operations are the constraints of the project of TOSIG's CRM implementation for customer information system.

Type

Stakeholders

Role

Governance

Sponsor, Client, Steering Committee,

Making decisions in the project

Managerial

Project Manager and Contractor

Management of the project activities

Operational

Complete project team, suppliers, and some external workers

Carrying out all the activities of the project

Conclusion

The project charted had been developed in the project and it had been helpful for conveying information to other stakeholders. The project of TOSIG's CRM implementation for customer information system was developed for the aligning the six phases of Analysis and Document Phase, UI and system design, Development of System, Deployment of System, Test of System, and Documentation for project. The completion of all these phases had resulted in forming the achievement of the final deliverable for the project. The charted had highlighted the acceptance criteria required for the completion of each of the milestones of analysis and documentation phase completion, design phase completion, system development completion, deployment phase completed, test phase completed, and closure of project. The analysis of the risk factors had tended for forming the development of the effective mitigation strategies. 

Boud, D., Cohen, R. and Sampson, J. eds., 2014. Peer learning in higher education: Learning from and with each other. Routledge.

Chen, Y.S., Wu, C., Chu, H.H., Lin, C.K. and Chuang, H.M., 2018. Analysis of performance measures in cloud-based ubiquitous SaaS CRM project systems. The Journal of Supercomputing, 74(3), pp.1132-1156.

Eichorn, F.L., 2018. Internal customer relationship management (IntCRM) a framework for achieving customer relationship management from the inside out. Management, 2, p.1.

Heagney, J., 2016. Fundamentals of project management. AMACOM Div American Mgmt Assn.

Jaber, F. and Simkin, L., 2017. Unpicking antecedents of CRM adoption: a two-stage model. Journal of Strategic Marketing, 25(5-6), pp.475-494.

Kerzner, H. and Kerzner, H.R., 2017. Project management: a systems approach to planning, scheduling, and controlling. John Wiley & Sons.

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

Laudon, K.C. and Laudon, J.P., 2016. Management information system. Pearson Education India.

Orenga-Roglá, S. and Chalmeta, R., 2016. Social customer relationship management: taking advantage of Web 2.0 and Big Data technologies. SpringerPlus, 5(1), p.1462.

Verzuh, E., 2015. The fast forward MBA in project management. John Wiley & Sons.

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My Assignment Help. (2019). TOSIG's CRM Implementation For Customer Information System Essay.. Retrieved from https://myassignmenthelp.com/free-samples/system-implementation-project-plan-strategic-marketing.

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[Accessed 19 September 2024].

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My Assignment Help. TOSIG's CRM Implementation For Customer Information System Essay. [Internet]. My Assignment Help. 2019 [cited 19 September 2024]. Available from: https://myassignmenthelp.com/free-samples/system-implementation-project-plan-strategic-marketing.

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