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Scope Statement
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Scope Statement
10
Scope Statement
CPMGT/300
April 18, 2016
Tammy Marion
Scope Statement
Define Project Scope
Project Scope is, “the work performed to deliver a product,
service, or result with the specified features and functions”
(Project Management Institute, Inc, 2013, Chapter 5). The
benefit of defining project scope is that, “it describes the
product, service, or result boundaries by defining which of the
requirements collected will be included in and excluded from
the project scope” (Project Management Institute, Inc, 2013,
Chapter 5.3). The project scope of the project at hand is to
eliminate the human element in the inventory management
process through software installed in technician’s computers
that will allow inventory to be tracked while in trucks and
warehouses and provide the purchasing department with real
time information on inventory levels. Also, by removing human
error, inventory levels will achieve 99% accuracy levels.
Project Deliverables
A project deliverable is the main purpose of a project. The
premise of a project is built upon deliverables. Burley (n.d.),
describes project deliverables as, “The product or service that is
given to the client”. Burley (n.d.) further states, “A deliverable
has a due date, is tangible, measureable and specific”.
Deliverables include any one, or combination of the following:
software, systems, training programs, and milestones.
Inventory Management, as in Group A’s company falls as a
system, software, and milestone deliverables. The systematic
deliverables include creating the framework to automate the
inventory management. Currently, the inventory process is
manual. The end deliverable is to remove the human element in
inventory management, as it is passed off between three
different parties- technicians, warehouse, and office personnel.
The software deliverable is to have software installed on
technician’s computers this way when inventory is checked out
in the field, the inventory is updated real-time, as opposed to
manual transactions which can result in loss of information. The
software will help manage truck inventory, and warehouse
inventory, and provide the purchasing department real-time
information to ensure inventory levels are up to par. The
milestone deliverable, is to have the first version of the
software available by the beginning of the first quarter of 2017.
Product User Acceptance Criteria:
The process of inventory automation at the end of the project
will have multiple benefits:
1.
The first will be the ability of a field technician to cost off
inventory from a computer in the field which will then reorder
automatically resupplying the technician.
2.
The project will cut down on wasted time having technicians
manually keeping track of their inventory. This will cause a
10% increase to their productivity.
3.
The automated inventory process will reduce the lost and
unaccounted inventory by 10% which will save millions.
4.
The need for extra warehouse and admin personal will be
reduced.
5.
The computer program will be set up to ensure easy fast use and
the accuracy will be increased 0ver 15%.
6.
Time will be saved with technicians only needing to take time
to do an inventory count once every quarter rather than the one
a month they do now.
This project will be complete the beginning of the first quarter
of 2017 in selected branches. The developed software will be
easy to use with minimal training involved.
The automation process will be part of the techs existing
program on their computer. It will be an additional pull down
window and be easy to read. This will also track what is on a
truck so the technician as well as admin will know instantly
what is on each truck. Warehouse personal won’t need to spend
time calling techs to find parts it will all be right at their
fingertips on a computer program. This will also reduce the
need for extra warehouse personal and reduce overtime which is
being used a lot currently.
This project will not exceed the budgeted amount as long as the
IT department can add the software to the techs computers and
will be done September first quarter with pilots in the Houston
and Charlottesville offices in July.
Boundaries
Boundaries of this project include 200 plus locations located
throw-out the United States. Each site will be involved in the
integration of the new inventory management system upon
completion of the project. All main offices will be selected
first in priority of most use. All implementation will be a
complete substitute to current procedures and practices
involving inventory management. As testing and development
occur; team leaders and managers will be selected first for
training of the new system. As leaders are selected they will
become trained to train members within their area of influence.
All members within the inventory management operations will
be effected by the changes of the project.
The infrastructure needed to facilitate training and
implementation will involve both travel and satellite education
on new systems. Employees initially will be required to travel
to centralized training sessions until education is complete.
Completion will allow trainers to then return to their respective
locations to disseminate and instruct members of their work
center. The bulk of the infrastructure will be heavily dependent
on technology. Programming, computers, barcode imaging
scanners and internet technology will all be linked to the new
process. All usable equipment already in place to include
computers, routers, wiring and monitors will be utilized in their
current locations. Additional technology and equipment will be
implemented as needed and on a priority basis. No new
locations to include property or buildings will be added as a
result of this project. All existing sites will also be kept and no
reduction of locations or employees are scheduled at this time.
Future benefits of this program reserves the possibility of either
reduction or expansion of either locations or man power.
Project Constraints
What success would a project be without having constraints? It
is inevitable that a project will have constraints. Those
constraints can include time, money, natural resources, or
human resources, to name a few. Egeland, (n.d.) defines
constraints as, “Anything that restricts or dictates the action of
the project team”. Egeland (n.d.) further continues, “The triple
constraints- time, resources, and quality- are the big hitters, and
every project has one, or two, if not all three of the triple
constraints as a project driver”. Time is pretty self-explanatory.
Most projects are rushed, and time is a resource you can never
get back. For example, six months, is six months. If you only
have six months to complete the deliverables of the project, that
is all the time you are given, even if the project is realistically a
ten-month project. It is safe to argue that time is an automatic
constraint in almost every project. Resources include the human
and/or natural resources pertinent to the project. The biggest
resource constraint in project management is having a lack of
skilled resources. In the case of inventory management, if we
have software developers that do not have expertise in database
management the project will be difficult to materialize. This is
why it is critical we contract a team of software developers
experienced in database management and can write the correct
programs and language to ensure the inventory updates in real-
time. Time is another constraint to be concerned about in this
project. We are currently halfway through quarter two, 2016. To
accomplish the milestone of completing the first version of the
software, there is less than eight months to accomplish this
milestone, which is tentatively scheduled for the beginning of
quarter one, 2017. To ensure that the project does not fall under
too much constraints of time it will be important to form a task
force within the purchasing department that can establish a
rough draft of the inventory database, as they are the most
knowledgeable in the company’s inventory. Having this task
force will provide the developers flexibility in time to ensure
the right database is being created and that the right formulas
and software language is being developed for the software.
Assumptions
Assumptions of this project include a reasonable time frame of
completion and adequate budgeting. Estimated initial
communication and training activities are likely to begin slow
and build momentum as the project advances. All tasks and
training will cover extensive knowledge in both programs and
equipment use. The tentative schedule is designed to grow
exponentially as more trainers are able to train more people. It
is expected that 100% of employees will have an understanding
and ability to utilize the new inventory management system.
Complications in initial startup are expected. Communication
and program compatibility are likely to cause initial startup
issues. Beginning and developing an inventory system into the
new operating system will also be time consuming and tedious.
User support will be inadequate initially until system testing
has been completed and a functioning program is in effect.
Other time factors involve subcontracted program development.
It is realized and expected that delays will occur at some point
of the process and have been incorporated into the time line of
the project. All final processes will adhere to the company’s
criteria of functionality and time constraints. While it is
assumed that budgeting is adequate for the completion of the
project it is also realized that monitoring of each phase needs to
be managed continuously to ensure it matches the programs
strategic allocation funding predictions.
Necessary inputs
The necessary inputs we need to look at for this project are
the Management plans and work performance data, factors the
project charter, procurement documents and environmental what
we will do is take the pilots that we will run and go through the
data to identify if the performance is acceptable to the
stakeholders and CEO to continue on with the project. We
obviously submitted a plan which is part of the required input
for this project who is doing what and in charge of what
processes. We need the input from all of the department heads
of timeframe and where we can expect them to finish.
Environmental effects are a part of any project we can’t control,
we need to have contingency plans to ensure we can overcome
any unforeseen environmental effects.
Desired Outputs
The desired outputs of the project charter or the
assumptions, constraints, and the need for this project the
project charter was approved and is an obvious output of this
project. The management plan and the dates of completion will
be outputs we can hit even with the time constraints. Project
document updates, change request are all part of the outputs
from this project. The final product completed in time and on
budget is the ultimate output now this project.
Stakeholders
The people that will need to be involved or the stakeholders
that I can think of for this project would be first the CEO of the
company they will need to buy off on the project and see the
need for this process. The head of the warehouse obviously will
need to be involved. The IT department will need to be involved
and will need to do a lion’s share of the work to implement the
automated process. Department Managers will need to be
involved, technicians will need to be part of the project. Local
warehouse personal which is part of the Admin team so the
Admin Manager will also need to be involved as a stakeholder
in this project. The company will benefit from this project from
a savings point of view it will save money and time not having
to use so many people to run the process. There will be a lot
smaller chance of inventory getting lost with having it
automated and it will save tons of money and have a more
efficient process to get parts and ensure that we have the parts
for our techs to use. The techs will benefit as they can put more
of their time to doing their job and taking care of customers and
not have to spend that valuable time to track inventory on
paper.
Conclusion
In conclusion this project will save the company time and
money, the automation process of the inventory will keep
inventory errors to a minimum and will keep us up to date with
other companies in the industry. We can be profitable and
organized with the completion of this project. As long as we
stay within the boundaries/Scope statement and finish the
project in the expedited timeframe for the start of FY17 the
project can only be successful going forward we will be
automated and accurate and on the same playing field as others.
References
Burley, K. (n.d.). http://smallbusiness.chron.com. Retrieved
from http://smallbusiness.chron.com/deliverable-project-
management-31615.html
Egeland, B. (n.d.). Project Management Tips. Retrieved from
http://pmtips.net/Blog/defining-project-constraints
Project Management Institute, Inc . (2013). A Guide to the
Project Management Body of Knowledge (PMBOK® Guide)
(5th ed.). Retrieved from The University of Phoenix eBook
Collection Database.
(
4/21/2016
) (
Strategic Management of Technological Innovation
) (
PRINTED
BY:
[email protected]
Printing
is
for
personal,
private
use
only.
No
part
of
this
book
may
be
reproduced
or
transmitted
without publisher's
prior
permission.
Violators
will
be
prosecuted.
)
(
https://bookshelf.vitalsource.com/#/books/0077360087/cfi/205!/
4/[email protected]:57.6
) (
1
/5
)

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Scope Statement1Scope Statement10Scope StatementCP.docx

  • 1. Scope Statement 1 Scope Statement 10 Scope Statement CPMGT/300 April 18, 2016 Tammy Marion Scope Statement Define Project Scope Project Scope is, “the work performed to deliver a product, service, or result with the specified features and functions” (Project Management Institute, Inc, 2013, Chapter 5). The benefit of defining project scope is that, “it describes the product, service, or result boundaries by defining which of the requirements collected will be included in and excluded from the project scope” (Project Management Institute, Inc, 2013, Chapter 5.3). The project scope of the project at hand is to eliminate the human element in the inventory management process through software installed in technician’s computers that will allow inventory to be tracked while in trucks and warehouses and provide the purchasing department with real time information on inventory levels. Also, by removing human error, inventory levels will achieve 99% accuracy levels. Project Deliverables
  • 2. A project deliverable is the main purpose of a project. The premise of a project is built upon deliverables. Burley (n.d.), describes project deliverables as, “The product or service that is given to the client”. Burley (n.d.) further states, “A deliverable has a due date, is tangible, measureable and specific”. Deliverables include any one, or combination of the following: software, systems, training programs, and milestones. Inventory Management, as in Group A’s company falls as a system, software, and milestone deliverables. The systematic deliverables include creating the framework to automate the inventory management. Currently, the inventory process is manual. The end deliverable is to remove the human element in inventory management, as it is passed off between three different parties- technicians, warehouse, and office personnel. The software deliverable is to have software installed on technician’s computers this way when inventory is checked out in the field, the inventory is updated real-time, as opposed to manual transactions which can result in loss of information. The software will help manage truck inventory, and warehouse inventory, and provide the purchasing department real-time information to ensure inventory levels are up to par. The milestone deliverable, is to have the first version of the software available by the beginning of the first quarter of 2017. Product User Acceptance Criteria: The process of inventory automation at the end of the project will have multiple benefits: 1. The first will be the ability of a field technician to cost off inventory from a computer in the field which will then reorder automatically resupplying the technician. 2. The project will cut down on wasted time having technicians manually keeping track of their inventory. This will cause a 10% increase to their productivity.
  • 3. 3. The automated inventory process will reduce the lost and unaccounted inventory by 10% which will save millions. 4. The need for extra warehouse and admin personal will be reduced. 5. The computer program will be set up to ensure easy fast use and the accuracy will be increased 0ver 15%. 6. Time will be saved with technicians only needing to take time to do an inventory count once every quarter rather than the one a month they do now. This project will be complete the beginning of the first quarter of 2017 in selected branches. The developed software will be easy to use with minimal training involved. The automation process will be part of the techs existing program on their computer. It will be an additional pull down window and be easy to read. This will also track what is on a truck so the technician as well as admin will know instantly what is on each truck. Warehouse personal won’t need to spend time calling techs to find parts it will all be right at their fingertips on a computer program. This will also reduce the need for extra warehouse personal and reduce overtime which is being used a lot currently. This project will not exceed the budgeted amount as long as the IT department can add the software to the techs computers and will be done September first quarter with pilots in the Houston and Charlottesville offices in July.
  • 4. Boundaries Boundaries of this project include 200 plus locations located throw-out the United States. Each site will be involved in the integration of the new inventory management system upon completion of the project. All main offices will be selected first in priority of most use. All implementation will be a complete substitute to current procedures and practices involving inventory management. As testing and development occur; team leaders and managers will be selected first for training of the new system. As leaders are selected they will become trained to train members within their area of influence. All members within the inventory management operations will be effected by the changes of the project. The infrastructure needed to facilitate training and implementation will involve both travel and satellite education on new systems. Employees initially will be required to travel to centralized training sessions until education is complete. Completion will allow trainers to then return to their respective locations to disseminate and instruct members of their work center. The bulk of the infrastructure will be heavily dependent on technology. Programming, computers, barcode imaging scanners and internet technology will all be linked to the new process. All usable equipment already in place to include computers, routers, wiring and monitors will be utilized in their current locations. Additional technology and equipment will be implemented as needed and on a priority basis. No new locations to include property or buildings will be added as a result of this project. All existing sites will also be kept and no reduction of locations or employees are scheduled at this time. Future benefits of this program reserves the possibility of either reduction or expansion of either locations or man power. Project Constraints
  • 5. What success would a project be without having constraints? It is inevitable that a project will have constraints. Those constraints can include time, money, natural resources, or human resources, to name a few. Egeland, (n.d.) defines constraints as, “Anything that restricts or dictates the action of the project team”. Egeland (n.d.) further continues, “The triple constraints- time, resources, and quality- are the big hitters, and every project has one, or two, if not all three of the triple constraints as a project driver”. Time is pretty self-explanatory. Most projects are rushed, and time is a resource you can never get back. For example, six months, is six months. If you only have six months to complete the deliverables of the project, that is all the time you are given, even if the project is realistically a ten-month project. It is safe to argue that time is an automatic constraint in almost every project. Resources include the human and/or natural resources pertinent to the project. The biggest resource constraint in project management is having a lack of skilled resources. In the case of inventory management, if we have software developers that do not have expertise in database management the project will be difficult to materialize. This is why it is critical we contract a team of software developers experienced in database management and can write the correct programs and language to ensure the inventory updates in real- time. Time is another constraint to be concerned about in this project. We are currently halfway through quarter two, 2016. To accomplish the milestone of completing the first version of the software, there is less than eight months to accomplish this milestone, which is tentatively scheduled for the beginning of quarter one, 2017. To ensure that the project does not fall under too much constraints of time it will be important to form a task force within the purchasing department that can establish a rough draft of the inventory database, as they are the most knowledgeable in the company’s inventory. Having this task force will provide the developers flexibility in time to ensure the right database is being created and that the right formulas
  • 6. and software language is being developed for the software. Assumptions Assumptions of this project include a reasonable time frame of completion and adequate budgeting. Estimated initial communication and training activities are likely to begin slow and build momentum as the project advances. All tasks and training will cover extensive knowledge in both programs and equipment use. The tentative schedule is designed to grow exponentially as more trainers are able to train more people. It is expected that 100% of employees will have an understanding and ability to utilize the new inventory management system. Complications in initial startup are expected. Communication and program compatibility are likely to cause initial startup issues. Beginning and developing an inventory system into the new operating system will also be time consuming and tedious. User support will be inadequate initially until system testing has been completed and a functioning program is in effect. Other time factors involve subcontracted program development. It is realized and expected that delays will occur at some point of the process and have been incorporated into the time line of the project. All final processes will adhere to the company’s criteria of functionality and time constraints. While it is assumed that budgeting is adequate for the completion of the project it is also realized that monitoring of each phase needs to be managed continuously to ensure it matches the programs strategic allocation funding predictions. Necessary inputs The necessary inputs we need to look at for this project are the Management plans and work performance data, factors the project charter, procurement documents and environmental what we will do is take the pilots that we will run and go through the data to identify if the performance is acceptable to the stakeholders and CEO to continue on with the project. We obviously submitted a plan which is part of the required input
  • 7. for this project who is doing what and in charge of what processes. We need the input from all of the department heads of timeframe and where we can expect them to finish. Environmental effects are a part of any project we can’t control, we need to have contingency plans to ensure we can overcome any unforeseen environmental effects. Desired Outputs The desired outputs of the project charter or the assumptions, constraints, and the need for this project the project charter was approved and is an obvious output of this project. The management plan and the dates of completion will be outputs we can hit even with the time constraints. Project document updates, change request are all part of the outputs from this project. The final product completed in time and on budget is the ultimate output now this project. Stakeholders The people that will need to be involved or the stakeholders that I can think of for this project would be first the CEO of the company they will need to buy off on the project and see the need for this process. The head of the warehouse obviously will need to be involved. The IT department will need to be involved and will need to do a lion’s share of the work to implement the automated process. Department Managers will need to be involved, technicians will need to be part of the project. Local warehouse personal which is part of the Admin team so the Admin Manager will also need to be involved as a stakeholder in this project. The company will benefit from this project from a savings point of view it will save money and time not having to use so many people to run the process. There will be a lot smaller chance of inventory getting lost with having it automated and it will save tons of money and have a more efficient process to get parts and ensure that we have the parts for our techs to use. The techs will benefit as they can put more
  • 8. of their time to doing their job and taking care of customers and not have to spend that valuable time to track inventory on paper. Conclusion In conclusion this project will save the company time and money, the automation process of the inventory will keep inventory errors to a minimum and will keep us up to date with other companies in the industry. We can be profitable and organized with the completion of this project. As long as we stay within the boundaries/Scope statement and finish the project in the expedited timeframe for the start of FY17 the project can only be successful going forward we will be automated and accurate and on the same playing field as others. References Burley, K. (n.d.). http://smallbusiness.chron.com. Retrieved from http://smallbusiness.chron.com/deliverable-project- management-31615.html Egeland, B. (n.d.). Project Management Tips. Retrieved from http://pmtips.net/Blog/defining-project-constraints Project Management Institute, Inc . (2013). A Guide to the Project Management Body of Knowledge (PMBOK® Guide) (5th ed.). Retrieved from The University of Phoenix eBook Collection Database. ( 4/21/2016 ) ( Strategic Management of Technological Innovation ) ( PRINTED BY: [email protected] Printing