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implement and update the site ongoing basis

Implement and update the site ongoing basis

Final Graded Case Study: Comprehensive Project Analysis, Part I

Project Selection and Initiation

Based on McKenzie's brief description over the phone, DiBello understood that the project was to develop a "sales training intranet" (code named HighLEARN) for Hightower's 350 geographically dispersed sales associates.

A Fortune 500 firm specializing in financial services technology and
outsourcing solutions, Hightower had more than 100 complex products and services to offer its diverse client base of banks, mutual fund complexes and

Date November 18, 2013

Project Team Members:

Personnel

 Jonathan Brant, Content Specialist

All project decisions must be authorized by Peter McKenzie, Project Sponsor,

Microsoft SharePoint system

 Security of intranet/portal ‐ must ensure no external access beyond

 Provide business requirements to vendor

 Develop functional specifications

Criteria

Favorability surveys of sales associates within first 3, 6, 12 months after

launch

 Ability to integrate portal within existing corporate IT environment

 Site hosting capacity

HighLEARN Stakeholder List
Role
Power
High Medium Supports Project

Development

Medium High

Content Specialist

High Low

Supports Project

Before you move on to the next section of the case study, identify the problems and/or issues that you'll need to include in your analysis.

Document this information, and consider how you will integrate it into your evaluation of the project.

While aware of the critical nature of a well-organized project plan, DiBello found it tedious to build new GANT charts and workflows from scratch.

Having been involved in the Sales department's Salesforce.com
implementation several years ago, he decided to pull up the project plan from that initiative. Noting the similarities in the two projects and the involvement of some of the same people, DiBello decided it would be much

DiBello then created the Risk Register:

Risk ID Number Risk Probabilit y Impact Risk Score Response Responsibilit y

Status

Comments

.16

Review
specific roles, expectations and
boundaries.

Open

Med

Med

Open

High

High

Open

Salespeople will not use the portal or find it
helpful.

Low

Open

8

Vendor
reliability ‐
will they
deliver a
quality portal with working functionality ?

Project
Manager

Open

Based on the WBS above, DiBello created Responsibility Assignment Matrices (RAMs) for each of the major activities identified. He integrated these with the WBS document to help establish accountability for project tasks. Following is the RAM for the "Login/Registration Completion" activity, indicating people in the IT department who are actively involved in the task or will need to be consulted and/or informed:

(IT)

(IT)

C

R

A

I

I

Sell Internally

Although DiBello knew that it would be very difficult to accurately estimate costs for this project, he sat with McKenzie and Arjun Mehta from
Hightower's Finance Department to communicate budget-related input he had gathered from speaking to project team members and researching comparable projects. He showed them a cost worksheet and a suggested cost baseline, which Mehta reviewed carefully.

Site

department
input and

architecture:

testing, IT
involvement
, etc.)

Testing: 80
hours

 Piloting: 50

 Peter McKenzie

Before all of the bids were received, however, McKenzie introduced DiBello to Jed King, an old college friend who had just joined the advisory board for Taurus Design, a newly established web design agency on the west coast.

King had promised McKenzie that Taurus could develop a state-of-the-art portal at a favorable hourly rate. McKenzie was eager to give the business to Taurus: "These young developers really know so much about cutting edge social technologies; I think they will bring us into the 21st century." Rather than challenge McKenzie, DiBello suspended the RFP and proceeded to negotiate terms for a Time and Materials contract with Taurus' Accounts Director.

Mean Project Duration = (160 days + 190 days + 240 days) / 3 = 196.6 days or 6.5 months

With the project due to kick off the first week of January, McKenzie was confident a mid-July project delivery date was achievable. DiBello was more pessimistic ‐ he felt it was much more likely they would miss the deadline than finish the project early.

With a successful project kick off meeting behind him, DiBello felt that things were going quite well. After robust planning, he wanted to ensure alignment within the team and others in the organization to the overall vision. At McKenzie's direction, he also engaged several quality experts to help the team implement a software quality management program to make sure that the end product meets requirements and satisfies users. The team learned to use multiple Ishikawa tools, such as development flowcharts and cause-and-effect diagrams, that would help them analyze and correct any problems that surfaced along the way. When they finished the exercises, DiBello filed the Ishikawa tools and resources on his hard drive, making a mental note to upload them to the project's Google Site at some point.

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