Project Implementation Plan: Part 1

Team A:

One of the biggest decisions an organization makes is what projects to take on. Once a scope of work, bids or a proposal has been presented as project material, there are many factors to consider. The most valuable options should be chosen as well as considering goals and objectives of the portfolio of the organization. The benefits of the project as well as objectives are the main reason for choosing a project. Another thing to consider would be the feasibility, what is the likelihood of this project getting off the ground to completion. Timing must be well-thought-out for each project. Some projects are conducted in an emergency state, whereas, some are planned out far in advance. Budget is one of biggest reasons for a project to fail or be successful. A chosen project must maintain allocated funding from stakeholders.

The first step for project selection is defining the project and the criteria thereof. The second step is to score the project for where it stands before other projects. The last step inform stakeholders for approvals For this particular project the criteria behind this project being chosen was the sales force needed a web-based tool that could help in managing client accounts, track sales and maintain customer proposals. It was chosen due to the value of customer satisfaction verses budget constraints. The benefits to cost ratio was analyzed and found to be a profitable advantage for the sales team and their customers. The payback period was examined; the findings were that within a five year period the payback would be higher than cost of project.

As the sales team begin to manage their customers with a more organized position, they can take on more customers and keep satisfaction and personable service while maintaining production. Stakeholders chose this project for growth of clients. Another criteria for selection was time management. With the purchase and implementation of this web-based tool, the sales force will have the tools to preserve client accounts in a timely fashion. The web-based tool has the ability to notify sales and clients when their products are low. The tool is also has the ability to perform data-based functions. The sales team inputs what products the client has. The client uses the tool for production accountability. When stock gets low, the tool sends notification to that client’s sales person for further ordering direction. This cost value and customer satisfaction was criteria for stakeholder decision

The nature and scope of this project is to develop a web based tool for a client organization. Team A works for an information technology organization. A client has asked our organization to help build and implement a new web-based internal management system for their sales department to manage their customer accounts. Our client’s sales managers and sales executives will use this tool to develop account plans for their customers and to track their own sales results and be able to extract a sales report for each sales representative at each quarter. The focus of this project is to be able to deliver a program that sales representatives can manage easily anywhere and be able to pull statistical information about their clients and themselves and sales criteria.

The purpose of this internal management system implementation is to help our clients sales department get more organized and be able to input their client’s information and be able to build programs specific to the needs of their clients. This implementation will also allow the sales representatives to be able to manage their client base much easier and be able to track their clients progress and also be able to keep up to date statistical information in their systems about their clients as well. This system is being customized and developed specifically to fit the needs of our client and requirements to meet the client’s needs internally. The long term goal is for our client to be able to manage their clients much better and be able to address their needs in a more specific fashion.

We will be developing the project based on the following criteria;

• A description of your internal client's requirements for this sales and account management system.

• Identification and engagement of the appropriate stakeholders to define the requirements for the new system.

• Development and testing of the system.

• Implementation of the system.

• A method for obtaining client feedback.

Preliminary Project Schedule

Preliminary Budgetary Plan

Reference

PMI (2013) Project Management Institute.  A Guide to the Project Management Body of Knowledge (PMBOK Guide) - 5th Edition