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IT Assessment Task

Existing Scenario: Company is called Connecting Families (NFP). Currently has two CRM database. Myflo & VTiger CRM. Their aim is to combine both database into one. And new CRM is called Salesforce by company Virtec.

Use the below docs as main reference tool. Attached are the following:

  1. Virtec CSA
  2. Salesforce Implementation Proposal

Must answer the questions from attached templates:

  1. Cycle billing project brief
  2. Project brief
  3. Project Initiation Document
  4. Project Schedule template
  5. Risk register
  6. Transition document
  7. Lessons Learnt report
  8. Exception report
  9. Cycle billing project brief
  10. Visio TSWP - Process (need it in word doc)
  11. End Project report

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  • Posted on : November 21st, 2018
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