Business Scenario Company Lowkey Inc is attached.
FOLLOW ASSIGNMENT INSTRUCTIONS BASED ON LOWKEY INC PROJECT PROPOSAL THAT IS ATTACHED.
A project plan outlines recommended approaches to the use of the network, database management system, software, and cloud service technologies. Because industry best practices dictate transparency in terms of selection criteria and their importance to a specific project, a project plan draft should also include the criteria by which the recommended approaches were selected, along with the benefits to the project that each is expected to deliver.
For this assignment, you will draft a project plan for the project proposal you outlined in Week 1 (and that you updated earlier this week based on instructor feedback).
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Create a 3- to 4-page project plan draft for the business scenario that was approved by your instructor last week. You may fill out the document using Microsoft Word or use other software (such as Microsoft Excel or Microsoft Project) to create your project plan draft. Your draft must include the following items:
- Network technology recommendation(s)
- Database management system recommendation(s)
- Appropriate software application recommendation(s)
- Cloud service recommendation(s)
Submit your assignment.
BSA/
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Project Proposal
Template
BSA/425 v1.3
Page 2 of 6
Project Proposal
Fill out each of the sections below with information relevant to your project and add your company’s name.
Company Name: LOWKEY Inc.
Project Proposal: Financial Services
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Project Scope Statement
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Project Title
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IT System
and CRM
Implementation
.
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Project Sponsor(s)
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Chief Information Officer: Blaise Sauter
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Business Context for the System
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The business sells investments to, and manages investments portfolio for high net worth individuals. The business’s sales software and applications are not integrated, therefore not supporting the enterprise view of the sales processes.
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Project Scope Description
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There is the need for creating an IT system that will improve the sales processes and develop an easy to use Cloud-based customer relationship management.
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Date Prepared
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2/22/2021
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Prepared By
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Narek Saribekyan
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Problems
/
Issues
/
Opportunities
the Proposed System Expected to Solve
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Problems
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Issues
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Opportunities
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IT system that does not support the sales processes.
Lack of a
CRM system
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Inefficient sales processes.
Poor Customer
Management
.
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Developing a better IT system that will support the enterprise sales system.
Efficient Customer Management, through the Cloud-Based CRM.
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Project Objectives
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Project Objective Name
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Project Objective Description
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Efficiency
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Improving the sales processes, to make more sales/profits.
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Cost
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Reduces cost of managing customers through CRM (automation).
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Customer Experience
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Using the CRM system to improve customer management.
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Improving Business processes
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Improving Customer service and sales processes.
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Project Deliverables
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Project Deliverable Name
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Project Deliverable Description
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IT System
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Implementation of a new IT system that will integrate the software and application, to improve the sales process.
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CRM system
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Implementing a Cloud-based Customer Relationship Management (CRM) that will improve customer satisfaction.
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Project Acceptance Criteria
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Project Acceptance Criteria Name
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Project Acceptance Criteria Description
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More leads Generated
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At the end of the project, both the IT and CRM systems need to generate more leads.
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Increase Revenue
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The Implementation or rather improving the systems, should lead to increased revenue.
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Reduce Costs of Sale
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The cost incurred by the company, to fulfill sales should reduce to consider the project successful.
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Increased sales
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Overall sales of the organization need to increase after the implementation of the IT and CRM systems.
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Project Exclusions
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Project Exclusion Name
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Project Exclusion Description
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Specific Software
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The project will not require a specific software to fulfill the needs of both the sales and CRM process.
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IT systems and CRM
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The project will not require that both the It systems and CRM system be implemented at the same time.
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No Software Upgrades
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The project will not require to update the current systems and software. Only implementing new systems and Software.
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Project Constraints
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Project Constraint Name
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Project Constraint Description
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Time
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The time assigned to complete the project might not be enough.
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Budget
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The budget might be inaccurate as there might be fluctuations in software and IT systems.
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Technological
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By the time the project fulfills the requirements, the identified software and systems might be obsolete.
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Human
Resource
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Contracting/Outsourcing might be necessary to implement the IT systems.
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Project Assumptions
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Project Assumption Name
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Project Assumption Description
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Resources
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All the resources needed will be available.
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Equipment
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The Company’s equipment and infrastructure are in good shape.
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Team members
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Team members have the relevant skills required.
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CRM & IT systems
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The IT system and the CRM system will gel without any problems.
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Project Methodology
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Lean Methodology: this methodology is chosen to minimize resource waste and maximize customer value. At the end of the day, there should be high value IT system with the exact resources provided. Customer satisfaction should be achieved and value generation is achieved through implementing process flow. Therefore the waste will be eliminated in inventories, installation & implementation services, and various products. The internal team will work on whatever is possible before inviting contractors.
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High-Level Work Schedule: Project Scope
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Description of Work
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Assumptions and Constraints
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IT System and CRM
Review
Technological Implementation
Process Implementation
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The Review will be successful.
The right technology will be identified.
The Software and IT system will work.
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Milestones
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Due Dates
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Initial
Meeting
IT Systems and CRM Needs Review
Technological Implementation
Process Implementation
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As soon As Possible.
1 Week
5 Weeks
1 Month
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ID
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Activity
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Resource
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Labor Hours
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Labor Rate
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Labor Total
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Material Units
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Material Cost
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Material Total
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Total Cost
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1
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Initial
Meeting
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PM
Analyst
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Software Eng.
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160
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40
160
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$30
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$40
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$35
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4800
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1600
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5600
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$4,800
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$1,600
$5,600
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2
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Review
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Software Eng.
160
$35
5600
$5,600
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3
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Implementation
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Software Eng.
160
$35
5600
2
$5,000
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$10,000
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$15,600
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4
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Management
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PM
IT Dep.
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160
$30
4800
$4,800
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Quality Requirements
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Reliability, Efficiency, Security and Maintainability.
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Acceptance Criteria
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The System should be able to generate leads. The System should improve the sales processes.
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Technical Information
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The software should be developed in either python or C++. The operating that the software is created for is Windows OS.
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Agreement Information
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By signing this IT system and CRM implementation Proposal, Lowkey Inc. agrees to the terms that are laid out herein or any changes previously agreed upon with Geek Solutions, Work will Commence Immediately.
Signature
Signature
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Copyright 2020 by University of Phoenix. All rights reserved.
Copyright 2020 by University of Phoenix. All rights reserved.
BSA/425 v1.3
Project Plan Draft
BSA/425 v1.3
Page 2 of 2
Project Plan Draft
Fill out each of the sections below with information relevant to your project. Be sure to include the company name associated with your project.
Lowkey Inc
Network Technology Recommendations
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Network Technology Selection Criteria
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Selection Criteria Name
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Selection Criteria
Description
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Selection Criteria Value (Weighting in Points)
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Network Technology Recommendation
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Recommended Network Technologies
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Description
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Benefits
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Aggregate Selection Criteria Score
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Network Technology Vendor Selection Criteria
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Selection Criteria Name
Selection Criteria Description
Selection Criteria Value (Weighting in Points)
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Network Technology Recommended Vendors
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Vendor Name
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Vendor Strengths
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Vendor Weaknesses
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Products/Services Provided to Project
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Aggregate Selection Criteria Score
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Network Technology
Deployment Challenge
s
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Deployment Challenge
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Deployment Challenge Description
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Technology Adoption Methods
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Method Name
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Method Description
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Cost/Benefit
Considerations
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Benefits
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Costs
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Considerations
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Database System Recommendation
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Database System Selection Criteria
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Selection Criteria Name
Selection Criteria Description
Selection Criteria Value (Weighting in Points)
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Database System Recommendation
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Recommended Database System
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Description
Benefits
Aggregate Selection Criteria Score
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Database System Vendor Selection Criteria
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Selection Criteria Name
Selection Criteria Description
Selection Criteria Value (Weighting in Points)
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Database System Recommended Vendors
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Vendor Name
Vendor Strengths
Vendor Weaknesses
Products/Services Provided to Project
Aggregate Selection Criteria Score
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Database System Deployment Challenges
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Deployment Challenge
Deployment Challenge Description
Technology Adoption Methods
Method Name
Method Description
Cost/Benefit Considerations
Benefits
Costs
Considerations
Software Application Recommendations
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Software Application Selection Criteria
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Selection Criteria Name
Selection Criteria Description
Selection Criteria Value (Weighting in Points)
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Software Application Recommendation
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Recommended Software Application
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Description
Benefits
Aggregate Selection Criteria Score
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Software Application Vendor Selection Criteria
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Selection Criteria Name
Selection Criteria Description
Selection Criteria Value (Weighting in Points)
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Software Application Recommended Vendors
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Vendor Name
Vendor Strengths
Vendor Weaknesses
Products/Services Provided to Project
Aggregate Selection Criteria Score
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Software Application Deployment Challenges
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Deployment Challenge
Deployment Challenge Description
Technology Adoption Methods
Method Name
Method Description
Cost/Benefit Considerations
Benefits
Costs
Considerations
Cloud Services Recommendations
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Cloud Services Selection Criteria
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Selection Criteria Name
Selection Criteria Description
Selection Criteria Value (Weighting in Points)
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Cloud Services Recommendation
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Recommended Cloud Services
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Description
Benefits
Aggregate Selection Criteria Score
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Cloud Services Vendor Selection Criteria
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Selection Criteria Name
Selection Criteria Description
Selection Criteria Value (Weighting in Points)
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Cloud Services Recommended Vendors
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Vendor Name
Vendor Strengths
Vendor Weaknesses
Products/Services Provided to Project
Aggregate Selection Criteria Score
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Cloud Services Deployment Challenges
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Deployment Challenge
Deployment Challenge Description
Technology Adoption Methods
Method Name
Method Description
Cost/Benefit Considerations
Benefits
Costs
Considerations
Copyright 2020 by University of Phoenix. All rights reserved.
Copyright 2020 by University of Phoenix. All rights reserved.
