Implementation And Movement Sales Data To Sales Force Technology (Case Study Sample)

Table of Contents
TOC \o "1-3" \h \z \u 1.Executive Summary PAGEREF _Toc332112078 \h 2
1.1.Issue PAGEREF _Toc332112079 \h 2
1.2.Anticipated Outcomes PAGEREF _Toc332112080 \h 2
1.3.Recommendation PAGEREF _Toc332112081 \h 3
1.4.Justification PAGEREF _Toc332112082 \h 3
2.Business Case Analysis Team PAGEREF _Toc332112083 \h 4
3.Problem Definition5
3.1.Problem Statement5
3.2.Organizational Impact6
3.3.Technology Migration6
4.Project Overview PAGEREF _Toc332112088 \h 6
4.1.Project Description7
4.2.Goals and Objectives8
4.3.Project Performance8
4.4.Project Assumptions9
4.5.Project Constraints9
4.6.Major Project Milestones9
5.Strategic Alignment10
6.Cost-Benefit Analysis11
7.Alternatives Analysis13
8.Approvals14
1. Executive summary
This business case shows why the company wants to do the implementation and moving all the sales data to Salesforce technology. It indicates the benefits the company will gain and also a recommendation for its implementation. Other information like the challenges and other alternatives that were considered are well included.
1.1Issue
Due to change in technology, the company has decided it will move all the sales data to salesforce technology. The major reasons why the company wants to move to this new technology is because the need of tracking customer performance and improve sales in general, the managers want to make it easy for the writing of the reports and also gets the only the key information summary, the administrative work has become too much and this is one of the ways the company can reduce it and make it easy for their sales administrators and also for easy measurement of the goals that are set by the company. In addition, the company also wants to, make it convenient for the sales force to work from anywhere to ensure the customers get satisfied. Implementing and moving all sales data to salesforce technology will ensure that the company saves the time and cash that is spent on the finding the data.
1.2. Anticipated outcome
It is expected that the employee turnover will reduce greatly because the technology shall need only a few employees to operate the systems. This will, in turn, the costs that are being spent by the company to pay the salesforce. The customer service is also likely to improve as they will be served faster than before and as such more customers will be attracted to Citizen Company. The company will also benefit from the accuracy of information including the financial reports and also reduce fraud within the company. The sales representatives will also have the privilege to work from anywhere because all the data will be on the internet.
1.3. Recommendations
Due to the nature of the transformation that is expected in the Citizen Company sales force, the management is looking at the various options that are available to make the implementation and movement successful and meet its goals. The options should make the project adaptable and reliable. The following are some of the recommendations;
* The system must be made compatible with other with other systems within the company.
* There should be in-house IT expert to control the machines and repair where necessary
* The users of the system should be provided with secret passwords to use to log into the system
1.4. Justification
The implementation and moving all sales data to salesforce technology will be implemented so that the company can be competitive in the current changing market. It will make the sales more convenient to customers an also to our sales team. The company will reduce the costs that are used because it will reduce the employee turnover and also make more sales because the technology is faster compared to the sales data. This technology was introduced after the comparison and the measure of the risks of various technologies that were available and realized that it will make the company move faster ahead of its competitors.
The initial estimates for the next one year after the implementation of the project are
7% reduction in the cost of salaries and wages
22% increase in sales
10% reduction in fraudulent
2. BUSINESS CASE TEAM ANALYSIS
The individuals stated below is the full list of the case analysis team. They are to ensure the implementation and movement of sales data to Salesforce technology.
Role

Description

Name/Title

Executive Sponsor

Provide executive support for the project

Ralph Juma, VP Operations

Technology Support

Provide the technical support on technology concerning the project

Joel Ombam, VP Information Technology

Process Improvement

Work on the improvements that are necessary to the project

Robert Otis, Process Team Lead

Project Manager

Team leader who manages the business case

Abubakar Musa, Project Manager

Software Support

Support the project software when and where necessary

Eliud Makos, Software Group Lead

3. Problem Definition
The citizen company was behind other firms in terms of technology. This had left the company behind as the competitors' continued to increase their market share. The company had to find a way to respond to the competitors and maintain its customer base. This technology will ensure that the company offers quality and timely services to customers so as to satisfy them. Secondly, the costs of had become a burden as the number of the employees in the company were rising and there was a need to reduce the expenses so that the company can register more profits. This could only be achieved through the implementation and movement of sales data to Salesforce technology. Lastly, there was some fraud in this department of sales and the executive had to find a way to deal with it.
3.1Organizational Impact
The implementation and movement sales data to salesforce technology will lead to some changes in the sales department and the company at large. This changes will affect normal operations which include the roles and responsibilities, software, processes and also the customer cues.
Some of the roles and responsibilities of the workforce will change, for instance, the sales workforce will no longer be generating the reports because they are automatically be produced by the computer.
The process of entering the information on documents as the information will be stored and retrieved from the computers. The employees will be trained over the same.
Soft wares and servers will be installed in the company and they were not there before.
The customer cues we used to witness will not be there because the services will be much faster.
3.2Technology migration
In the movement of data from the sales data to sales force data, a certain procedure must be followed to ensure a successful movement of the data. The following are the steps to be followed,
1 First, the company must identify the location of the information currently
2 Backup the data
3 Considerations of the salesforce
4 Start to move the data
5 Back up the data moved again
6 Training of the employees on how to operate the system
7 Running the system.
4. Project overview.
The project overview will set out a clear picture of how this project done by the citizen company will achieve the intended objectives. It will also show how it will be expanded as we move forward to cope with changes in technology and also respond to our competitors.
4.1Project description
This project is intended to move the sales data of Citizen Company from the current manual system to Salesforce technology. This will help the company to easily manage large volumes of data and also make the communication with the customers easy.
The project shall ensure that it allows for advancement in the next few years as technology is expected to change. The project will help the company to make more profits because it will reduce the workforce and also reach to more customers.
The project is expected to be implemented as soon as possible to prevent the extra costs the company is spending. The implementation program will commence immediately the required soft wares are acquired.
4.2Goals and objectives
There are a number of goals and objectives that the company wants to achieve. The major goals and objectives of the project are listed in the table below.
Business Goal/Objective

Description

Easy communication to customers

Citizen company is expecting to improve the communication with its customers as the system will make it easy for access to each other.

Easy management of data

Citizen Company wants to make it easy for the management of the large volumes of data in the company.

Reduce employee turnover

Greater autonomy and flexibility will address employee concerns and allow managers to focus on billable tasks

Reduce overhead costs

Less staff required will reduce the company's overhead

4.3. Project performance
In the measurement of project performance, various resources and services are taken into consideration. The following table shows the resources and the performance measure.
Key Resource or service

Measure of performance

Report retrieval

The sales force system will make it easy for retrieval of large volumes of reports that will be generated by the system.

Reduce fraud

The system will reduce fraud because there will be no manipulation of the information

Easy management

The management will get it easy to manage because the managers can get reports directly through the system

Staff Resources

Reduction of sales workforce will lead to better profits by the company.

4.4. Project assumptions
The following assumptions are made in the implementation o...