A project plan outlines recommended approaches on how to use the network, database management system, software, and cloud service technologies selected. Industry best practices dictate selection crite
Project Proposal Template
Instructions: Fill out each of the sections below with information relevant to your project, and add your company’s name.
Chase Bank
Project Proposal
Project Scope statement| Project Title: | Sales processes improvement of CHASE BANK |
| Project Sponsor(s): | CHASE BANK |
| Business Context for the System: | The organization needs an improved sales software application because the current one does not integrate with other systems and the organization revenue is low due to lack of proper report generation by the software so we cannot monitor and manage sales. |
| Project Scope Description: | Analyzing sales process of the organization, designing and programming a system that improves sales process, look for a cloud-based CRM solution, advice the best cloud-based CRM solution to the management of the organization. |
| Date Prepared: | 29th March 2020 |
| Prepared By: | Travis Lambert |
| Problems | Issues | Opportunities |
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| Project Objective Name | Project Objective Description |
| Cloud-based CRM | At completion of the project we need to have a cloud-based solution CRM |
| Integration of system | At completion of the project the sales software applications need to be integrated with other systems |
| Improvement of sales processes | At completion of the project the organization sales processes need to improve |
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| Project Deliverable Name | Project Deliverable Description |
| Cloud-based CRM | Delivery of a cloud-based CRM |
| Sales software application | Delivery of improved sales software application that also integrates with other systems and the improvement needs to bring about: low organizational cost, increased revenue, report generation to monitor and manage sales, increased sales, improved customer service |
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| Project Acceptance Criteria Name | Project Acceptance Criteria Description |
| Software integration testing | The sales software application needs to be tested on whether it integrates with other systems |
| Software testing | The sales software application needs to be tested on whether it works as required |
| Security testing | The sales software application needs to be tested in terms of security, that is, can it be brought down on its knees by an attacker via the network or in-house |
| Network security testing | The network needs to be tested for security issues because of the integration of the cloud-based CRM |
| Project Exclusion Name | Project Exclusion Description |
| Overall Security testing | The project will not include overall security testing of the organization’s system such as workstations, bring your own device security testing etc. the only security testing that will be done will be how secure is the sales software application and the network security due to the host-based CRM |
| Implementation of the security of the cloud-based CRM | The project will only test on how secure the cloud-based CRM is but will not implement the security measures if it is not that secure. We will only recommend to the cloud computing provider |
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| Project Constraint Name | Project Constraint Description |
| Communication | The project manager is a busy person and the organization has a lot of branches globally, so it is hard to communicate with the project manager when he/she has travelled |
| Skills | All our enterprise applications are built using Java programming language. It is time consuming and resource intensive in terms of finances to find highly skilled Java programmers who can work on such a complex application |
| Time | Our application may keep changing in requirements hence the time of delivery of the project may keep changing. |
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| Project Assumption Name | Project Assumption Description |
| Programming language | We will assume that the programming language that will be used is Java programming language because all applications of the organization use it |
| Database management system | We will assume that the database management system that will be used is Oracle because it is the one widely used within the organization |
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| PROJECT METHODOLOGY |
| The project methodology that we will use for the project is agile methodology and this is because we need to involve the customer in the project making process and also due to the changing nature of requirements of our project (development of sales software application). |
| Description of Work | Assumptions and Constraints |
| The overall work entails delivery of sales software application that integrates with other systems and also incorporation of cloud-based CRM | Constraints include: communication, skills and time Assumptions include: programming language and database management system used |
| Milestones | Due Dates |
| Analysis of the current sales software application Gathering of requirements of the improved software application Designing of wireframes of the improved software application Conceptual and logical modeling of database Physical designing of database Programming of sales software application Integration of sales software application with database Integration of sales software application with other systems Software testing Integration testing User acceptance testing Integration of cloud-based CRM Network testing | Two weeks - 1st April – 15th April 2020 1 week - 16th April – 23rd April 2020 2 weeks – 24th April – 8th May 2020 1 week – 9th May – 16th May 2020 2 weeks – 18th May – 1st June 2020 1 month – 1st June – 1st July 2020 2 weeks – 2nd July – 15th July 2020 2 weeks – 16th July – 29th July 2020 All testing : 1 month – 1st August – 31st August 2020 2 weeks – 1st September – 15th September 2020 2 weeks – 16thSeptember – 30th September 2020 |
| ID | Activity | Resource | Labor Hours | Labor Rate | Labor Total | Material Units | Material Cost | Material Total | Total Cost |
| Analysis of the current sales software application | Sales software application in place | 80 hours | $40 per hour | $3200 | None | None | None | $3200 | |
| Gathering of requirements of the improved software application | Pens, Notebooks | 40 hours | $5 | $200 | 4 pens 1 notebook | $0.05 $0.50 | $5.2 | $205.2 | |
| Designing of wireframes of the improved software application | computers | 80 hours | $60 | $4800 | 2 computers Adobe suite | $1000 $300 | $2300 | $8400 | |
| Conceptual and logical modeling and physical designing of database | Oracle database management system | 120 hours | $55 | $6600 | Oracle database management system | $17,500 | $17,500 | $24,100 | |
| Programming, integration with database, and integration with other systems | Java | 320 hours | $40 | $12800 | Java | None | None | $12800 | |
| All testing | Testing software (jUnit) | 160 hours | $30 | $4800 | jUnit testing software | none | none | $4800 |
| Quality Requirements |
| The software needs to comply with GDRP (EU General Data Protection Regulation) |
| Acceptance Criteria |
| The sales software application will be tested in terms of security, integration with other system and network testing needs be performed due to the integration of cloud-based CRM |
| Technical Information |
| The programming language that will be used is Java. The software testing will be done with a software known as jUnit The database to be used is Oracle database |
| Agreement Information |
| Every design, sketches, and the sales software application will be the product of the organization and as employees of the organization you will be required to sign a non-disclosure agreement as project team members |
