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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 scopeInstructions: Fill out each of the sections below with information relevant to your project, and add your company’s name.Company NameProject ProposalProject Scope statementProject Title:Project Sponsor(s):Business Context for the System:Project Scope Description:Date Prepared:Prepared By:Problems/Issues/opportunities the proposed system expected to SolveProblemsIssuesOpportunities···project objectivesProject Objective NameProject Objective Descriptionproject deliverablesProject Deliverable NameProject Deliverable Descriptionproject acceptance criteriaProject Acceptance Criteria NameProject Acceptance Criteria Descriptionproject exclusionsProject Exclusion NameProject Exclusion Descriptionproject constraintsProject Constraint NameProject Constraint Descriptionproject assumptionsProject Assumption NameProject Assumption DescriptionPROJECT METHODOLOGYhigh-level work schedule: Project ScopeDescription of WorkAssumptions and ConstraintsMilestonesDue DatesIDActivityResourceLaborHoursLaborRateLaborTotalMaterialUnitsMaterialCostMaterialTotalTotalCostQuality RequirementsAcceptance CriteriaTechnical InformationAgreement Information
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