Proposal

You work in the IT department of a financial services company that sells investments to, and manages investment portfolios for, high net worth individuals. Your organization uses custom-built legacy software applications and systems to support its sales processes. The sales software applications and systems are not integrated, and they do not support an enterprise view of the sales processes throughout the organization. Management is frustrated because the sales applications and systems do not provide the information and reports necessary for them to measure, monitor, and manage sales production in the organization. Sales executives and account managers are frustrated because the sales software applications and systems do not support the sales cycle for the products and services that the organization sells. 
You have been assigned to analyze your organization’s sales processes and identify an IT system capable of improving the sales processes of your organization. In addition, your organization is looking for an easy-to-use, cloud-based Customer Relationship Management (CRM) solution to generate more leads, increase sales, improve customer service, reduce the cost of sales for the organization, and increase revenue.
The project proposal must include the following items:
· A project definition and scope that defines the project and articulates the business context for the project
· The problems that the proposed system is expected to solve (or opportunities the proposed project is expected to produce)
· The project objectives
· The project methodology or “game plan”
· A high-level schedule for completing the project scope
Instructions: Fill out each of the sections below with information relevant to your project, and add your company’s name. 
Company Name
Project Proposal
Project Scope statement
  
Project Title:

 
Project Sponsor(s):

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Proposal
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Business Context for the System:

 
Project Scope Description:

 
Date Prepared:

 
Prepared By:

Problems/Issues/opportunities the proposed system expected to Solve
  
Problems

Issues

Opportunities
 
·  

·  

·  
project objectives
  
Project Objective   Name

Project Objective Description
 

 

 

 

project deliverables
  
Project Deliverable   Name

Project Deliverable Description
 

project acceptance criteria
  
Project Acceptance   Criteria Name

Project Acceptance Criteria   Description
 

 

 

 

project exclusions
  
Project Exclusion   Name

Project Exclusion Description
 

 

 

 

project constraints
  
Project Constraint   Name

Project Constraint Description
 

 

 

 

project assumptions
  
Project Assumption Name

Project Assumption Description
 

 

 

   
PROJECT    METHODOLOGY
 
high-level work schedule: Project Scope
   
Description of    Work

Assumptions and Constraints
 

  
Milestones

Due Dates
 

  
ID

Activity

Resource

Labor
Hours

Labor
Rate

Labor
Total

Material
Units

Material
Cost

Material
Total

Total
Cost
 

 

 

 

   
Quality Requirements
 
   
Acceptance Criteria
 
   
Technical Information
 
   
Agreement Information
 

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