Scope Overview

Discuss about the Project Management Of TOSIG Provide Insurance.

TOSIG provide insurance to the Tier One Suppliers. They offer insurance basically on the improvements like the stockyards, storage silos as well as fencing. The TOSIG is facing several issues while trying to manage the clients as well as the agents. They decide to upgrade the prevalent information system. The new information system will help them to keep eye on the agents. TOSIG can evaluate the performance of the agents. They can keep track of the clients as well. The clients’ data will be stored in the cloud server and will be updated automatically. The agents will not have to spend time entering the information of clients in the system; instead they can be able to spend time discussing about the insurance. The new upgraded information system will be able to mitigate the risk associated with the business. Thus they can focus more on the productivity.

Task Name	Duration	Start Save Time On Research and Writing Hire a Pro to Write You a 100% Plagiarism-Free Paper. Get My Paper	Finish	Predecessors	Resource Names	Cost
Setting Up Customer Relationship Management System	89 days	Wed 5/9/18	Mon 9/10/18			$35,024.00
Specifying the Applications Requirements	4 days	Wed 5/9/18	Mon 5/14/18		TOSIG Business Analyst	$768.00
Performing Feasibility Study	5 days	Tue 5/15/18	Mon 5/21/18	1	TOSIG Project Manager,Feasibility Analysis[1]	$11,120.00
Selecting Cloud Vendor	5 days	Tue 5/22/18	Mon 5/28/18	2	TOSIG Project Manager	$1,120.00
Designing the Application	7 days	Tue 5/22/18	Wed 5/30/18	2	TOSIG Business Analyst,TOSIG Project Manager	$2,912.00
Data Preparation as well as Data Cleansing	7 days	Thu 5/31/18	Fri 6/8/18	4	TOSIG Business Analyst	$1,344.00
Updating the Application and Developing CRM	9 days	Mon 6/11/18	Thu 6/21/18	5	Developer	$1,728.00
CRM Application Testing	12 days	Fri 6/22/18	Mon 7/9/18	6	Tester	$2,304.00
Database Set Up for the Application	17 days	Tue 7/10/18	Wed 8/1/18		Database Coder	$7,712.00
Store Customers’ Data	8 days	Tue 7/10/18	Thu 7/19/18	8	Database Coder	$1,408.00
Link Database to the Cloud Server	9 days	Fri 7/20/18	Wed 8/1/18	10	Database Coder,Developer	$3,312.00
Training	20 days	Thu 8/2/18	Wed 8/29/18	11	Trainer	$4,480.00
Go-Live Activities	8 days	Thu 8/30/18	Mon 9/10/18	13	Developer	$1,536.00

 

TOSIG is known to provide insurance to the company. The company provides insurance to the Tier One Suppliers. The Tier One suppliers get the insurance mainly on the improvements like the stockyards, buildings and the machinery. They have currently 150 agents in the field. They want to facilitate their business. They want to increase the sales of insurance to both small as well as medium enterprises in the regional areas.

TOSIG arranges visit for the clients. The agents store all the necessary details of the clients in the computer system. They analyse the data of the clients and the clients’ property and that has been insured. The clients may want some change, they can propose the change. The agents consider the data and update the changes in the system. After that, they update the insurance policies. In this way they earn revenues for the company.

TOSG is facing several issues in recent times. The agents spend most of the time in the office entering and updating the details of the clients. They need an advanced information service through which they can be able to maintain the clients. In some cases it is required to manage the insurance risks, but the agents are offering the insurance. Other than that, they face issues with regards to laptop, dongle and Blackberry. They have struggled to manage the business operations, clients and the agents however, they expect that with the adaptation of the application will bring revolution to TOSIG.

Task Name

The Business Analyst has been appointed by TOSIG to perform the feasibility study. The project manager has been assigned to prepare project charter. The stakeholders of the project will have to follow the project plan and will have to finish the project within time efficiently.

Tier One Suppliers are mainly offered insurance by the agents of TOSIG for the improvements like the stockyards, storage silos, fencing and machinery. TOSIG sends agents for a visit to the clients after every five years interval. The agents take the responsibility to analyse the property details of the clients. TOSIG is currently facing several issues handling all the business operations, clients and the agents. They need to prioritise the high risk clients and the low risk clients. The agents are offering insurance where is to manage the insurance risks. The agents spend most of their time in the office instead they should invest their time for the clients and enhance productivity of the company. TOSIG wants to upgrade their existing system and want to initiate a new customer relationship system. The adaptation of new software and technology associates several risk factors, so they want to carry out the feasibility analysis. The project manager has been hired. TOSIG is investing $10000 to carry out the feasibility analysis. The risks are analysed and will prepare a project plan.

Task Name	Start	Who Judges	Acceptance
Setting Up Customer Relationship Management System	Wed 5/9/18
Specifying the Applications Requirements	Wed 5/9/18	TOSIG Business Analyst	The business analyst specifies all the requirements for the application
Performing Feasibility Study	Tue 5/15/18	TOSIG Business Analyst	The business analyst performs the feasibility study for the application
Selecting Cloud Vendor	Tue 5/22/18	TOSIG Project Manager	The project manager selects the cloud vendor appropriate for TOSIG
Designing the Application	Tue 5/22/18	TOSIG Business Analyst,TOSIG Project Manager	Business Analyst and the Project Manager is responsible to carry out the design of the application
Data Preparation as well as Data Cleansing	Thu 5/31/18	TOSIG Business Analyst	The business analyst is capable to carry out the data preparation and the data cleansing
Updating the Application and Developing CRM	Mon 6/11/18	Developer	The developer is responsible for the updating the application and the development of CRM
CRM Application Testing	Fri 6/22/18	Tester	Tester conducts the testing of the application
Database Set Up for the Application	Tue 7/10/18
Store Customers’ Data	Tue 7/10/18	Database Coder	The database coders are responsible to store the data of the customers
Link Database to the Cloud Server	Fri 7/20/18	Database Coder,Developer	Database coders and developers carry out the linking the database to the cloud server
Training	Thu 8/2/18	Trainer	Trainer conducts the training
Go-Live Activities	Thu 8/30/18	Developer	Developer carries out the go-live activities

 

Public cloud is comparatively less expensive

Public cloud is comparatively less expensive than the private cloud. The project compliance needs the management efforts and the software upgrades can enhance the performance of TOSIG cloud services, however, the cost of the cloud platform is relatively cost. They will have to spend heavy to adapt the cloud services. TOSIG will have to take the high risk.

On-premise computing is costlier than cloud computing

TOSIG decides to shift their business to the cloud. The services will be integrated to the cloud database and the server. They need to seek help from the professional IT team. TOSIG will have to take training from the IT experts as well. TOSIG will have to security testing of the system, again they will have to keep regular backup of the files. They have to spend heavy for the software. TOSIG will have to consider the risk.

Perform feasibility study

TOSIG like any other company needs to perform the feasibility study. The feasibility study will let them know the risks associated with adaptation of the new system. They can acknowledge the potential benefits of the customer relationship management system. The updated information system will be linked to the cloud. It is risk since they will have to be aware of the issues associated with the updated customer relationship management system. TOSIG agents can use the software only after performing the feasibility study.

Business Case

The Business Analyst has been appointed to perform the feasibility study. The project manager is in charge to prepare the project charter. The project deliverables will be set up in accordance to the feasibility report prepared by the business analyst. The stakeholders of the project will be assigned according to the desired needs of the project. Specific deadline and budget has been fixed for each project deliverables. They need to follow the plan accordingly and will have to accomplish the project objectives.

Stakeholders and Resources	Type
Database Coder	Work
TOSIG Business Analyst	Work
Developer	Work
Tester	Work
TOSIG Project Manager	Work
Trainer	Work
Feasibility Analysis	Material

Conclusion

It can be concluded from the above discourse that the updated system will improvise TOSIG’s business. They are struggling to maintain the business operations. Thus it is utmost necessary for TOSIG to manage the agents. They are required to manage the agents. For this reason, they decide to upgrade their existing information system. The adaptation of new customer relationship management system will bring significant changes to the company. The information system will be integrated to the cloud. They can be able to manage the business activities. They can be able to keep an eye on the agents. They can also control the clients’ data as well.

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