Sample Project Plan
COMPANY CONFIDENTIAL
VISION SYSTEMS
COMPANY CONFIDENTIAL
6
Additionally, it is recommended that a Technical Support Agreement between Vision Systems
and ABC Company Inc. be implemented, including the installation of PC Anywhere software.
This will ensure a speedy response time, and minimize any possible downtime.
SYSTEMS AND PROCEEDURES
Currently, there are few documented procedures. ABC Company is absolutely dependent upon
the skill and knowledge of certain key personnel. While the talent of these key individuals is
very beneficial, the benefits are not easily shared, as "best practices" have not been codified into
an SOP.
ABC Company Inc. Management is actively involved in the establishment and/or revision of
operational procedures. Vision Systems can only echo the importance of the establishment of
measurable standards of operation in each department where, for the most part individuals set
their own standards.
For purposes of automation, the development of these systems creates a moving target. The
absence of such systems not only makes modeling of an automated process a fruitless endeavor,
they exacerbate a production bottleneck that hinders the implementation of a complete Sales
Automation solution.
Vision Systems suspended a complete investigation of this area of need, as the benefit/cost ratio
was not in the favor of the client, in light of implied budgetary pressures and the urgency to
initiate at least minimal improvements. As a result, a complete vision of the automation required
for the complete sales cycle, from prospecting to order fulfillment, to secondary marketing, could
not be achieved. It is recommended that once standards are in place and production capacities
improved, that further discovery be conducted to determine the most appropriate path to a
complete cycle of sales automation.
Until these needs are addressed, Vision Systems does not recommend any movement past Phase
II of the suggested implementation plan.
Of particular importance, is the establishment of procedures and supporting technologies for
inventory control and management. It is important that any applications implemented support or
include quoting components that can be easily integrated with GoldMine.
INVENTORY STRATEGY
The current lack of an inventory strategy, as attested to by the responses to the Inventory
Strategy Questionnaire (Addenda A), is a primary hindrance to timely production, and
ultimately, a primary hindrance to any efforts designed to improve sales. It is understood that
Management is involved in a re-organization to address this issue.
While Vision Systems does not engage in Inventory Management or MRP consulting the
following recommendations may be made. It is very likely that Management is already
undertaking similar steps to remedy this current lack of a strategy.
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