Scenario:
Imagine you work in the IT department of a financial services company that sells investments to, and manages investment portfolios for, high net worth individuals. Your organization uses custom-built legacy software applications and systems to support its sales processes. The sales software applications and systems are not integrated, and they do not support an enterprise view of the sales processes throughout the organization. Management is frustrated because the sales applications and systems do not provide the information and reports necessary for them to measure, monitor, and manage sales production in the organization. Sales executives and account managers are frustrated because the sales software applications and systems do not support the sales cycle for the products and services that the organization sells.
You have been assigned to analyze your organization’s sales processes and identify an IT system capable of improving the sales processes of your organization. In addition, your organization is looking for an easy-to-use, cloud-based Customer Relationship Management (CRM) solution to generate more leads, increase sales, improve customer service, reduce the cost of sales for the organization, and increase revenue.
List the things that went well during the completion of this 5-week project and the things that didn’t go well:
1. 5 Things that Went Well During the Project 5 Things that Could Have Been Done Better
2. 5 Things that Could Have Been Done Better
Discuss all 10 things from the list above in detail. As a project manager, or participant, what processes might you put in place to ensure the same things go well on future projects you’re involved in? What processes can you put in place to improve the not-so-great things on future projects? Be specific.
