Sample Project Plan
COMPANY CONFIDENTIAL
VISION SYSTEMS
COMPANY CONFIDENTIAL
11
Phase I
♦ Acquisition and installation of primary software components for main office
and remote site (GoldMine, FaxRush, GoldScan)
♦ Train users in new applications (introductory level)
♦ Data Migration, and remote site synchronization setup
♦ Establish initial Company Document Templates
♦ Interim Tech issue tracking system, including macros, and report for
Engineering and Management (not needed with optional Gold Support module)
♦ Establish Backup Plan
Benefits:
♦ Improved communication in-house
♦ Improved communication with customers
♦ Scores of pre-designed reports for customer and time management
♦ Until adoption of a better system in phase 3, engineering will benefit from an
interim solution for recording, tracking, and reporting on open tech issues,
including a minimal knowledgebase solution utilizing GoldMine's Info Center
♦ Centralization of Customer data facilitating better response times
♦ Document management and integration into central database
♦ User training maximizes investment in the applications and establishes more
discipline work habits
♦ Routine backups safeguard valuable data, and minimize potential down-time
♦ Track the historical flow of communications with a contact whether by phone,
email, fax, or letter
♦ Better time and project management using individual and team planning tools
♦ Current data (i.e. Trouble call documentation) will be stored in central system
♦ Scanned Documents easily linked to, and retrieved from contact records
♦ Expeditious Faxing, inbound and outbound faxes linked to individual contacts
for immediate retrieval
♦ Menus customized to maximize the effect of user training, and minimize user
errors that can destroy important data
♦ Laying the foundation of a robust, flexible, and scaleable open-architecture
system that can be further developed to meet the needs of ABC Company in the
areas of workflow, sales, and marketing automation
ABC Company Investment: $5100
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