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Project Management

Outline

Summary

IVR Project - an IVT system needed to be created to handle and direct sales calls

	Documents	Project Teams	C
1	Pre-planning https://drive.google.com/	Project owner	Whitacker Ben(Inactive member)
2	Project plan https://drive.google.com/	Tech lead	Benitez Darien(Inactive member)
3	Timeline https://drive.google.com/	Designer	Beck Alice(Inactive member)
4	Updates https://drive.google.com/
5	Meeting notes https://drive.google.com/
6	Research https://drive.google.com/
	All: 6	Empty: 3	Empty: 3

Issue Statement

Sales managers are spending 20% of their time each week receiving and compiling sales reports for upper management, reducing the number of hours spent on mentoring sales staff, lead generation, and closing business. This is a productivity issue and ignoring it results in decreased sales and missed revenue targets over the past 3 months. XYZ Company is committed to reducing the time spent compiling reports to no more than 10% of the sales manager’s time in any week.

By examining the current sales report processes for duplicative and wasted effort, XYZ Company can determine how to reduce the amount of time sales managers spend on compiling reports.

Success Benchmarks

The project is considered successful when it will be accepted as agreed by the sale team, deliverables will meet the needs. The project will also be considered as the success if post-launch testing shows that customer satisfaction is over 5 points higher than where it is now.

Scope

	In scope	Out of scope
1	setup of the IVR system to handle all sales inquiries	support for any other team other than sales
2	training of the sales team on how to use the system	the ability to route complex sales inquires such as partnerships etc.
3	an administration system so that the IVR can be configured by the sales team
4
	Filled: 3	Filled: 2

Risks

The sales team is not dedicated to this project and must fit this around their day-to-day sales job.

Questions

Will the sales team be available to create the WBS?