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):
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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