Samuel Lakes Francis

CRM Development Project Charter​ ​ ​ Charter Item Description Project Name CRM Development Project Project manager Francis Lakes Project Sponsor Jane Duration 6 months Budget $126,500 Date 2024 Objective Develop a user-friendly CRM with lead/contact management, task automation, and reporting. Integrate with existing tools (email, ERP, payment gateways). Achieve 90% user adoption within 3 months post-launch. Key Benefits Benefits: ●​ Improved Customer Relationships & Retention ●​ Increased Sales Efficiency ●​ Enhanced Marketing ROI ●​ Operational Efficiency ●​ Data-Driven Insights ●​ Scalability & Future Growth ●​ Compliance & Security ●​ Competitive Advantage Scope & Deliverables Key Deliverables ●​ Functional CRM system (web-based). ●​ User training manuals. ●​ Technical documentation. ​ Scope ●​ Core CRM features (contacts, deals, workflows). ●​ Analytics dashboard. ●​ API integrations. ●​ Training for 50+ end-users. Project Phases & Phase And Timeline:​ Timeline ●​ Milestone 1 Infrastructure |Month 1 ●​ Milestone 2 UI/UX Design |Month 2 ●​ Milestone 3 Development |Month 3-4 ●​ Milestone 4 QA & Testing |Month 5 ●​ Milestone 5 Training |Month 6 Resource Allocation Category: Infrastructure Risk Management Success Metrics Estimated Cost: ​ $5,000 UI/UX Design ​ $10,000 Development​ $80,000 QA & Testing ​ $15,000 Training​ $5,000 Risk:​ Response Plan: Scope creep ​ Change control process Integration delays​ Early API testing, vendor coordination Success Criteria: ●​ System deployed within budget and timeline ●​ 90% user adoption within 3 months ●​ 20% increase in lead conversion rates post-implementation Tools & Technologies Approval Layer:​ Technology Options: Frontend​ React + Material-UI Backend​ Node.js (Express) or Django Database​ PostgreSQL + Redis Cloud​ AWS (EC2, RDS, S3) DevOps​ Docker, GitHub Actions Testing​ Jest + Cypress + JMeter Jane