CRM Learning IT Project Management

Mark Creighton

Problem Statement and Company Overview

Automate The Company’s systems so that author royalties do not have to be calculated manually

Expected ROI should be recognized after processing royalties once

CRM uses a proprietary order entry system and Platinum for Windows Accounting software

Royalty Example

Sale price for three videos $895, $695 & $0 Author royalty = $0 on video sold for $0 Retail price for three videos is normally

$895, $695 & $595 Redistribute sales dollars based on value

video adds to sale New Prices $651.28, $505.74 & $432.98

Measures of Success

The new system automatically calculates the author royalties accurately

The CFO no longer has to process the royalties, instead the CFO will only review royalties

There is no manual processing of royalties

Requirements Analysis

Conducted and documented meetings with all of The Company’s Managers

Interviewed and documented feedback from Sales Reps and Finance Team

Feasability

Based on Requirements Analysis decided not to make any changes to the order entry system

Automation will occur behind after the order is entered and shipped but, prior to the order entering the Platinum for Windows Accounting software

Implementation and Testing

The project is estimated to take 330 IT hours to implement

Other resources will include time from other departments

The system will run in parallel for one day and test data will be run through the system to assure it is processing transactions properly.

Final Analysis

The project will be reassessed from a cost benefit perspective

The Company’s Bookkeeper will process third quarter royalties in October