BPA Briefing

BPA Briefing - < XYZ Company > < Business Process...

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Unformatted text preview: < XYZ Company > < Business Process Assessment > <DATE> < BPA Schedule > Name Dept Position Individual Meeting day/time Group Session - All Participants All May 16th - 9:00-11:00am Terry Delongchamp IT Director May 16th - 12:30-1:45 John Chedrick IT Manager May 16th - 12:30-1:45 Tony Bacarella Case Planning Director May 16th - 2:00 - 3:45 Mike Ebel Case Planning Superviso r May 16th - 2:00 - 3:45 Jenny Bacarella Licensing Director May 17th - 9:00 - 10:45 Kristi Sannes (if avail on maternity) Licensing Superviso r May 17th - 9:00 - 10:45 Forest Caveney Commissions Director May 17th - 11:00 - 12:45 (lunch provided) Sara Allen Commissions Superviso r May 17th - 11:00 - 12:45 (lunch provided) John McClellan Compliance Director May 17th - 1:00 - 3:30pm Andy Kilbarger Compliance (compliance and new business both meet together) Henry Conley New Business ISM Methodology – Where BPA Fits Phase 1: Requirements Analysis Phase 3: Project Implementation Phase 2: Software/Implementation Partner Selection 12 Develop RFP or System Specification 13. RFP Review 16. Implementation – Project Management 17. CRM Business Case 1. Executive Interviews/Vision 2. Business Process Assessment /Technical Baseline Review / Customer Facing Personnel Visits 3. Organizational and Operational Review 4. CRM University / CRM Brainstorming Session / High Level Business Case 5. Needs Analysis Questionnaires 6. Project Status Review 7. Business Functional Prioritization 8. Technical Platform Review/Gap Analysis...
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This note was uploaded on 02/22/2012 for the course CSR 309 taught by Professor Staff during the Fall '08 term at Purdue.

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BPA Briefing - < XYZ Company > < Business Process...

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