Free Brief Summary Design Template
Brief Summary Design
I. Executive Summary
Project Name: New Customer Relationship Management System
Client/Stakeholder: ViGlobe
Date: September 19, 2050
Summary: This document provides a concise overview of the business requirements and project scope for the New Customer Relationship Management System project. It outlines the essential components, objectives, and deliverables of the project, ensuring alignment between all stakeholders and setting a clear path for successful execution.
II. Business Objectives
A. Purpose
The primary purpose of the New Customer Relationship Management System is to enhance client engagement and streamline customer service processes. This project aims to address inefficiencies in current customer management practices, resulting in improved customer satisfaction and operational efficiency.
B. Goals
|
Goal |
Description |
Success Criteria |
|---|---|---|
|
Goal 1 |
Implement an integrated CRM platform |
System live and operational by Q2 2051 |
|
Goal 2 |
Train staff on new CRM functionalities |
100% of staff trained by Q3 2051 |
|
Goal 3 |
Increase customer retention by 20% |
Achieve a 20% increase in retention rates by Q4 2051 |
C. Key Performance Indicators (KPIs)
-
KPI 1: System Adoption Rate – 85% adoption within 3 months
-
KPI 2: Customer Satisfaction Score – 90% satisfaction rate
-
KPI 3: Operational Efficiency – 30% reduction in processing time
III. Project Scope
A. Deliverables
Key deliverables of the New CRM System project are:
-
Deliverable 1: CRM Software – A fully integrated CRM system with core functionalities
-
Deliverable 2: Training Program – Comprehensive training materials and sessions for staff
-
Deliverable 3: Support Plan – Ongoing technical support and maintenance services
B. In-Scope
|
In-Scope Item |
Description |
|---|---|
|
System Integration |
Integration of CRM with existing databases and tools |
|
Custom Reporting |
Development of custom reporting features as per business needs |
|
User Training |
Provision of training for all end-users and administrators |
C. Out-of-Scope
|
Out-of-Scope Item |
Description |
|---|---|
|
External Integrations |
Integrations with third-party systems not specified in initial requirements |
|
Hardware Provision |
Provision of new hardware or upgrades not related to CRM implementation |
D. Constraints
-
Constraint 1: Budget Limitations – The project budget is capped at $500,000.
-
Constraint 2: Timeline Restrictions – Complete the project in 12 months.
E. Assumptions
-
Assumption 1: Existing IT Infrastructure – The current IT infrastructure is compatible with the new CRM system.
-
Assumption 2: Availability of Key Personnel – Key stakeholders and users will be available for training and feedback sessions.
IV. Stakeholders
A. Key Stakeholders
|
Role |
Name |
Contact Information |
|---|---|---|
|
Project Sponsor |
Jolie Cassin |
jolie@you.mail / 222 555 7777 |
|
Project Manager |
Trace Durgan |
trace@you.mail / 222 555 7777 |
B. Roles and Responsibilities
|
Role |
Responsibilities |
|---|---|
|
Project Sponsor |
Oversee project alignment with business objectives, approve major changes |
|
Project Manager |
Manage project execution, coordinate between teams, and ensure timely delivery |
V. Project Timeline
A. Milestones
|
Milestone |
Description |
Target Date |
|---|---|---|
|
Milestone 1 |
Project Kickoff |
October 1, 2050 |
|
Milestone 2 |
Completion of CRM Customization |
January 15, 2051 |
|
Milestone 3 |
Staff Training Completed |
April 30, 2051 |
B. Phases
|
Phase |
Description |
Duration |
|---|---|---|
|
Phase 1 |
Requirement Gathering and Analysis |
2 months |
|
Phase 2 |
System Development and Customization |
6 months |
|
Phase 3 |
Training and Implementation |
4 months |
VI. Budget and Resources
A. Budget
|
Item |
Estimated Cost |
|---|---|
|
Software Licensing |
$200,000 |
|
Development and Customization |
$150,000 |
|
Training and Support |
$100,000 |
|
Contingency |
$50,000 |
B. Resources
|
Resource |
Quantity |
Allocation |
|---|---|---|
|
Developers |
3 |
Full-time throughout development phase |
|
Trainers |
2 |
Part-time during training phase |
|
Support Staff |
2 |
Part-time during support phase |
VII. Contact Information
Prepared by: [Your Name]
Email: [Your Email]
Company: [Your Company Name]
Company Email: [Your Company Email]
Company Address: [Your Company Address]
Company Website: [Your Company Website]
Company Number: [Your Company Number]
This summary provides a high-level overview of the business requirements and project scope for the New Customer Relationship Management System. For further details or clarifications, please contact the project team.
