Sample Project Plan
COMPANY CONFIDENTIAL
VISION SYSTEMS
COMPANY CONFIDENTIAL
4
SUMMARY OF RECCOMENDATIONS
♦ Physical infrastructure is sufficient. Some minor upgrades would be beneficial
♦ ABC Company should install 8 licenses of GoldMine version 5.0
♦ At least one individual should be trained as an administrator
♦ ABC Company needs to systematize and document operational procedures for all
departments, prior to investing in more advanced automation solutions
♦ ABC Company needs to improve its inventory strategy and operations specifically
♦ ABC Company should consider more robust accounting and inventory control software such
as ACCPAC
♦ ABC Company would benefit from investing in the infrastructure of a basic sales automation
system (with a few workflow aids) now, and may develop a complete customer life cycle
management system at a later date
♦ ABC Company should leverage GoldMine or an enhancement to GoldMine, to create a
Customer Service/Technical support solution, and may be interested in a arrangement to
reduce costs in exchange for documenting its success story
♦ Users Training will be critical to ABC Company's ROI
♦ Implementation may begin at any time
SUMMARY OF PROPOSED INVESTMENT
♦ Phase I (infrastructure, basic functionality and training) $5100
♦ Phase II (initial workflow automation aids and reports) $5300
♦ Phase III (customer lifecycle management/ Sales Automation) TBD
Optional Modules
♦ Quoting Module $1600
♦ Customer/Tech Support Module $1200 (less $200 on phase I)
♦ Additional Training Days $600
♦ Additional Report Design per hour $100
♦ Basic Time tracking module $350
♦ Custom Interface Programming TBD
♦ Technical Support Contracts TBD
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