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 s

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