Improve a specific business process

Reference no: EM133627789

Question: 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 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.

you create proposal for a project to improve a specific business process. A proposal describes the project you are pursuing and explains how the results will positively impact the business.

A proposal is reviewed by the client, whether the client is external to an organization or an internal decision maker. Project work can begin once the proposal has been accepted.

An effective project proposal includes information that enables stakeholders to make a go or no-go decision, and typically details the following about a project:

Scope of work
Problems addressed or opportunities proposed
Project requirements and deliverables
Process and timeline for completion
Labor and materials costs
Quality requirements

Reference no: EM133627789

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