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CRM Learning IT Project Management

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

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CRM Learning IT Project Management

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  1. CRM Learning IT Project Management Mark Creighton

  2. 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

  3. 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

  4. 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

  5. Requirements Analysis • Conducted and documented meetings with all of The Company’s Managers • Interviewed and documented feedback from Sales Reps and Finance Team

  6. 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

  7. 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.

  8. Final Analysis • The project will be reassessed from a cost benefit perspective • The Company’s Bookkeeper will process third quarter royalties in October

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