CRM Project

Creating a system where coworkers can log in and make posts regarding what each coworker told the customer he/she would do. Each customer would have an account and only the posts that pertain to that company/client would be listed. The system would need to record the time of post (time of call), request number (how the company organizes a single invoice), service requested and service offered. Also, a reminder system would be put in place for offered services that are not immediately put into effect. Also, other things that have not thought out yet. But, this is the general idea.

Outline of CommercePoint, Inc.

Customer Relationship Management System Proposal

1. Table of Contents

2. Executive Summary

This project has been initiated to improve interactions with vendors and buyers, to improve the communications between co-workers, and to improve access to information within the company.  The initial system requirements are listed under system request as well as the business need, value, requirements, and special issues or constraints.  Technical, economical, and organizational feasibilities are located in the Feasibility Analysis.  In addition, non-functional and functional requirements are listed and explained in detail in the Requirements Definition Section.

3. System Request

4. Function Point Approach

5. Workplan

6. Requirement Definition

7. Feasibility Analysis

8. Functional Models

9. Structural Models

10. Behavioral Models

Appendices
Interview Transcript
Interview Report
Business Process Automation (BPA) – Root Cause Analysis
Business Process Improvement (BPI) – Duration Analysis

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