Project phase timelines and any potential dependencies they are dependent on also noted, along with scenario planning for overcoming their potential for derailing or slowing the projects' progress.
Minutes of weekly and monthly meetings with stakeholders evaluating their overall feedback on project direction.
Project meeting notes, schedules, meeting materials and notes from legacy CRM and enterprise system integration all organized into a clear, easy-to-use taxonomy.
Development of a communications plan that will serve as the launch document for the internal roll-out of the new CRM system. This is a critical deliverable from the project team as it defines the overarching change management strategy for IMC. The entire change management plan must also be included as part of the Phase I Design Deliverables.
Quality Assurance Plan and System Integration Plan completed, reviewed and approved by stakeholders.
Phase 2: Development
The specific deliverables during this phase of the project include BPM and BPR testing and completion of workflows, coding of legacy CRM integration system adapters and connectors, development and testing of enterprise system integration including JD Edwards financial reporting and analytics integration and the completion of CRM suite customization. This phase also includes the integration of the ten modules that comprise the foundation of the overall CRM system as well.
Milestone 2: Deliver Functional Requirements Document (inclusive of legacy CRM and enterprise software integration including JD Edwards, CRM module customization to IMC Requirements) - June 15, 2013
The goal of this specific milestone is get the initial system integrations completed, integrate the legacy CRM systems into a single system of record, also integrate enterprise applications including JD Edwards, and complete CRM module customizations.
Milestone 3: Deliver Detailed System Design Document -- August 1, 2013
The intent of this document and test results are to provide evidence of the legacy CRM system integrations working correctly, in addition to the enterprise system support including JD Edwards also functioning correctly.
Milestone 4: Complete Inventory of System Modifications -- August 31, 2013
All system modifications are recorded in this specific document in addition to complete inventories of system integration modifications, data conversions completed during integration testing, metrics and key performance indicators (KPIs) of system performance criteria, and test of all CRM modules per the workflows defined by stakeholders.
Phase 3: Testing
The test plan will be used for completing this specific phase of the project, which will include stakeholder-based feedback and approval of specific modules each will use for completing leasing and tenant management tasks. The test plan and change management plan will be implemented during this phase, as each user affected by the system will need to thoroughly test and evaluate how the CRM modules(s) they rely on for their jobs are functioning.
Milestone 5: Complete Test Plan October 15, 2013
This milestone will be completed between July 15, 2013 and October 15, 2103 using the parameters and metrics as defined in the test plan, in addition to the analytics and metrics mentioned. This phase will also include several feedback sessions with key stakeholders to evaluate overall system performance and congruence to their specific requirements.
Phase 4: Deployment and Training
This is the most essential step from a change management standpoint, as the CRM system will be evaluated and tested by the stakeholders across the company. The two major milestones in this phase are the delivery of the system documentation and the delivering and implementing of the training plan, completion of acceptance testing and production system implementation and post-implementation review.
Milestone 6:
Deliver System Documentation...
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