Task $3$: Managing the Project Activities in Project $2$ LO$418$ marks

a$)$ Outline two $(2)$ project activities within Project $2$ which will require managing.

In the outline you must include:

$$ What activities to be managed$$

$$ When the managing begins and finishes$$

$$ What resources require managing$$

$$ What key tasks are required to manage the activities.

$$

$(12$ marks $-6$ marks per project activity$1$ mark for activities, $1$ mark for activity timelines and $2$ marks for associated key resources and $2$ marks for tasks$)$

$$

b$)$ Briefly explain how you would manage each of the Project $2$ activities to ensure you meet the operational KPI.

$(6$ marks $3$ marks for each activity$/$goal$)$

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PROJECT $2$ IMPLEMENTING A NEW CUSTOMER MANAGEMENT SYSTEM IN A BUSINESS UNIT

Project Plan

Project Details

Replacing our current Customer Management Software with a more advanced model $($SuperServeCRM$)$ which provides additional feedback on sales leads and more reports the business can use daily

Project Scope Statement

The project was created to update the current CRM system for business to a system that would provide more up$-$to$-$ date data and track customer leads.$$ With a rapidly growing business it is important to use data to capture as much business information as possible and form into reports in a timely manner.

Operational KPI

Improve IT productivity and performance to achieve more time effective results.$($IT Performance to be $90\%+)$

Key Stakeholders

Management $(5),$ Staff $(10$ sales, $4$ administration staff, $8$ customer service staff$),$ Customers

Budget

$$30,000($not including the purchase of the new CRM system$)$

Project Goal$($s$)$

Transfer the $200,000$ existing records over within $3$ weeks$-$ staff to reload

New CRM to be up and running with $6$ weeks

All staff to be trained on the new system two weeks after its implementation

Key Tasks

Tidy up and storage of current data on the Cloud

Transfer of existing data to the new system

Training staff in using the new system

Monitoring the system for $3$ months

Risks

Missing records

Transferring data not needed $$ incomplete records, errors etc

Staff not adapting to new CRM

No reports occurring whilst transition process occurs

Roles

IT manager $$ lead the project

HR manager $$ to lead training

Admin manager $$ to check records are correct

Monitoring

Weekly management meeting

Monthly report to General Manager

Others

All hardware and software will be installed a week before the project starts

Administration staff will be working $10$ hour days for $3$ weeks to transfer the existing data