Sales Management System

Project Duration

Four Months

Problem Statement

One nice early morning at 11:00 am I went to my office, as I entered Boss welcomed me and informed that a local company has a Project and they want us to develop for them in shorter period of time, what is project all about and what is shorter period we don’t know and believe me Manager of Bank was also unaware.

After appointment of Manager, I went there and found that they need a Sales Management System which will help Manager to have vacations and leads can be atomically transfers to Sales team and they will act accordingly.

After Initial requirement gathering, I asked him to introduce me his Sales team so that I can ask their needs in terms of software and process they are currently using for call records and follow-ups.

Manager hesitated and convinced me that “There is no need for discussing project to them what I am giving you (Actually I told him) in terms of project requirements are complete”.

Project was developed and deployed within time and with some considerations which we are used to.

One Sunny day around one month of that project, Manager called me with a voice which was saying too much, than his soft words.

As a vendor and for the sake of currently running projects and upcoming projects, I visited him within an hour, he and his team was anxiously waiting to welcome me, after greetings Team said your software is unable to fulfill Sales Management Requirement so as ours.

and Blessed me with this exciting sentence

“We were better managing Our work using Excel Sheets Yours Sales Management System”

Previous Conclusion

Sales Team Input missing due to Manager Confidence of completeness of project requirements.

Previous Solution

After two three nice meetings, one month rework was done at our cost and we got assurance of another project

Current Conclusion

Stakeholder Identification Process missing at our side

PMI Process Group

Project Initiation Process Group

PMI Knowledge Area

Project Communication Management

PMI Process

Stakeholder Identification (PMBOK 2008 4^th Edition Exposure Draft)

AUC Solution

We must have a Stakeholder Identification process with Stakeholder Register template.  

www.groups.yahoo.com/group/auc-training-pm

Files> Templates> Initiation> Stakeholder Register

We have lots of stories of problems regarding the Project Management Practices in our environment and we use to talk about them and finally come to a conclusion that our system, society and Pakistan is not the place where we can do Project Management and everything looks good in books.

After several discussion with you people and others I am starting a process of writing the solutions of common problems.

This process requires you to send your problem in the given below format and if you have answer than its good or we will discuss it on the group and we will develop the solution which will be best for our environment.

AB Aqal Ayee!!! (Lesson Learned)
Project Name
Project Duration
Problem Statement
Previous Conclusion
Previous Solution
Current Conclusion
PMI Process Group
PMI Knowledge Area
PMI Process Name
Solution

 I

Sample 1

Creating functional specification document(scope statement)

Creating Design model

creating Data model

Working with team to implement the system and recording bugs(issues)

doing stress and load testing

creating implementation rollout plan

Getting Project Approval and handoff

Lesson Learned Documentation

Sample 2

Gathering Requirement for multiple stakeholders

Product selection (make or buy analysis)

Technology Selection

 Business Vision Alignment (Preliminary Scope Statement)

Planning the project

Part of Functional Specification team

Reviewed and authored Design and Data model

Design Patterns Strategies alignment

 issue Management

 Quality Conformance

 Earned Value Management for schedule forecasting

 Closing with all stakeholders

Sample 3

Selection and evaluation of Open Source ERP

process Alignment

Make or buy analysis for ERP to plug in portal

Finalizing the integration contract(Project Charter)

Developing Responsibility chart (scope Management plan)

 Creating Schedule and finalizing Critical Path

 Risk Management Plan

 Creating Communication Management Plan and implementing it

 Bug Tracking and issue management

  Managing Work Performance Information

 Using Earned Value Management for Project variances

 Risk Auditing

 Performance Reporting of Project and Teams

 creating Closing Procedure

 Financially closing the project

How can I Fill my Experience for PMP Application

There is of course no single, correct approach to this, but there is several techniques – pick the one that works for you:

• Traditional: Start out by reading the question. Make sure that you understand it, and that you can distinguish between the important facts and the extraneous information: learn to ignore those facts that do not relate to the question. Then Read all four possible answer and usually two of the four will be very obviously incorrect and can be eliminated. Then weigh the two remaining questions against each other and make your choice.
• Brainpower: Start out by reading the question but not the answers. Now close your eyes and think… what should the answer be? When you are ready, open your eyes again, read the answers. More often than not “your” answer will be there.
• Upside Down: Read the answers first, then read the question. This upside down approach can be helpful in the case of very long questions.

Also remember, that you will have a checkbox on every question,that allows you to mark a question if you are uncertain. That way, you can come back to the marked questions for review.