Question: Hello Hi , I m really confused with this assignment in creating a project proposal template? Can you help me ? The question is below.
Hello Hi Im really confused with this assignment in creating a project proposal template? Can you help me The question is below. Thanks! :
Here is the description question for this Agile and Scrum financial services particular project proposal:
Imagine 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 custombuilt 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 organizations sales processes and identify an IT system capable of improving the sales processes of your organization. In addition, your organization is looking for an easytouse, cloudbased 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.
Project Proposal Template
Fill out each of the sections below with information relevant to your project and add your companys name. Replace the italicized information with information relevant to your project.
Project Proposal
Company Name:
Project Scope Statement
Project Title:
Project Sponsors: The project sponsor is the commissioner of the project. This party promotes and provides vision and guidance for the project.
Business Context for the System: How does this project support business processes?
Project Scope Description: What are the planned outcomes and deliverables for the project?
Date Prepared:
Prepared By:
Several ProblemsIssuesOpportunities the Proposed System Expected to Solve
Problems: Problem Categories
Issues: Specific Issues
Opportunities: Potential improvements to business processes or new business opportunities that can be gained in addition to the resolution of the issues.
Project Objectives
Project Objective Names:
Project Objective Descriptions: Organizational and departmental goalsobjectives addressed by the proposed work
Project Deliverables
Project Deliverable Names:
Project Deliverable Descriptions: Specific products to be delivered
Project Acceptance Criteria
Project Acceptance Criteria Names:
Project Acceptance Criteria Descriptions: What are the requirements the project must meet in order to be considered complete?
Project Exclusions
Project Exclusion Names:
Project Exclusion Descriptions: What aspects of the work are outside of the scope of the project?
Project Constraints
Project Constraint Names:
Project Constraint Descriptions: What are the limitations that the team must work within?
Project Assumptions
Project Assumption Names:
Project Assumption Descriptions: What information should the team know at this point in the planning?
Project Methodology: Explain the stepbystep process to achieve project goals
HighLevel 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 This is a chart going from ID to Total Cost horizontally
Project Acceptance Criteria
Project Acceptance Criteria Names:
Project Acceptance Criteria Descriptions: What are the requirements the project must meet in order to be considered complete?
Quality Requirements
What specific, measurable requirements must the project meet?
Acceptance Criteria
What specific results or functional requirements should the work yield to be considered completed and approved?
Technical Information
Agreement Information
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