Software Implementation Microsoft project schedule

This Microsoft Project - software implementation project plan covers 450 tasks across the whole project lifecycle. You can download it for FREE here.
detail snapshot of a software schedule in microsoft project

About this project

This project was to design, deploy, configure and test SaaS Customer Relationship Management software. It was managed using an in-house Project Management method, but to make the plan usable for a wide audience we have used a lifecycle based on the Association of Project Management, Body of Knowledge (APM BoK). The industry specific tasks and logic have remained the same.

It is important to note that this plan has not gone through any resource levelling. This is deliberate as every project is unique and before you level the plan you will need to configure it for your project for example: adding tasks, changing resource allocation, and adjusting task predecessors and successors. The User Guide explains how to configure your plan.

What is in the .zip file

The schedule and user guide are in a compressed .zip file. Once you have downloaded and 'unzipped' the file. You will see these docs:
  • Project template user guide (PDF)
  • Software Plan (Word) - notes on the project
  • Software-ProjectPlan-IT (Microsoft Project Document)
  • Software-ProjectPlan-IT (PDF)
  • Software-Project-Plan-IT (Excel)
  • Software-ProjectPlan-IT-MSP-version-2000-2003 (Microsoft Project 2000 - 2003)
  • Software-ProjectPlan-IT-MSP-version-2010 (Microsoft Project 2010)

Using this template with Microsoft Project online

These templates work with Microsoft Project's cloud solution - Project Online. Simply click New project and select Import.

Tailoring your template for your project

Warning - you need to tailor these plans to your project. The user guide in the zip file with your plan, explains how to add, remove and edit tasks and takes you through the things you need to check step-by-step.

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List of tasks

CRM Project Global Rollout
   Concept
      Options generated
      Candidate solutions presented to Steering Group
      Authorise option for feasibility
   Feasibility - Download your plan now
      Requirements and design workshops
      Actions following design workshop completed
      Functional design complete
      Technical design complete
      Revisions
      Approval of design documentation received
      Business case developed
      Project plan complete
      Project Management Plan completed (including Business case and Project Plan)
      Approval of Project and design documentation
      Client and CRM Provider resources in place
   Training (1 database administrator from each call centre or group of call centres)
      Installation for admin training
      Installation to all agent desktops
      Trainer preparation
      System Admin training
   Implementation/delivery phase - Download your plan
      Custom functions and web page templates
         Client upgrades and new functionality in place
         Coaching and assistance for Client resource use XML api
         Integration with Client contact database - contact ID look up
         Product ref. search - search for product number and return product specific knowledge
         Custom search area
         Custom functions for pages complete
         SSI files, CSS files and all assets received from Client
         Create template - Look and feel CRM Provider hosted pages
         Look and feel Client hosted pages
         Integrate custom functions in user journey finalise design of UK web pages
         Design of hosted pages approved and signed off
Global level and UK configuration - Download your plan
Staff configuration 
Staff logins
Staff report and view access 
            Staff Permission profiles
            Staff interfaces tailored to meet Client requirements
            Tailor menus and add Client specific fields
            Countries and counties
            Client specific fields
            Global settings and Client specific text/labels
         Contact Centre configuration
            Client standard messages
            Search settings
            Excluded words
            Non working time
            Service Level agreements
            Automated responses
         Knowledgebase
            Identify existing FAQs and useful content
            Develop and sign-off knowledgebase taxonomy (categorisation)
            Input taxonomy
            Knowledgebase statuses
            Knowledgebase permissions
            Knowledgebase workflow
            Knowledgebase Client specific fields
            Create FAQs in CRM provider software
         Ticket/email Management
            Email workflow
            Email statuses
            Email queuing
            Email priority
            Email close statuses
            Email Client specific fields
            Email templates (standard emails)
         Online agent
            Online agent queues
            Agent availability
            Online agent workflow/routing
            Configuration settings
         Customers and companies
            Contact- Client specific menus
            Contact statuses
            Contact - Client specific fields
            Company - Client specific menus
            Company statuses
            Company - Client specific fields
   Test and deploy
      CRM Provider testing
      UAT
      Fixes following UAT
      Client Super users and administrators training call centre staff
      Change URLs on Client UK corporate sites from static FAQ pages to new CRM Provider site
      Go live UK
      Go live support
   Country rollout - local variations
      Translate all FAQs for country sites
      Create Country FAQs in CRM Provider
      Client CRM Provider Administrators source Local level data
      Client source 3rd party data e.g. contact data from legacy systems
      Spain - Download your plan
         Local configuration
            Staff logins
            Staff report and view access 
            Staff Permission profiles
            Local standard messages
            Search settings
            Excluded words
            Non working time
            Service Level agreements
            Automated responses
         Local web page make up
            Copy CRM Provider web page templates to local site
            Make up pages (correct any formatting/functionality issues)
            Copy Client web page templates to country site
            Make up pages (correct any formatting/functionality issues)
         Data upload
            Contact upload
            Organisation upload
         Test and deploy
            CRM Provider testing
            UAT
            Fixes following UAT
            Client Super users and administrators training call centre staff
            Change URLs to point to CRM web pages
            Go live (Spain)
            Go live support
      France
         Local configuration
            Staff logins
            Staff report & view access 
            Staff Permission profiles
            Local standard messages
            Search settings
            Excluded words
            Non working time
            Service Level agreements
            Automated responses
         Local web page make up
            Copy CRM Provider web page templates to local site
            Make up pages (correct any formatting/functionality issues)
            Copy Client web page templates to country site
            Make up pages (correct any formatting/functionality issues)
         Data upload
            Contact upload
            Organisation upload
         Test and deploy
            CRM Provider testing
            UAT
            Fixes following UAT
            Client Super users and administrators training call centre staff
            Change URLs to point to CRM web pages
            Go live (France)
            Go live support
      Germany
         Local configuration
            Staff logins
            Staff report & view access 
            Staff Permission profiles
            Local standard messages
            Search settings
            Excluded words
            Non working time
            Service Level agreements
            Automated responses
         Local web page make up
            Copy CRM Provider web page templates to local site
            Make up pages (correct any formatting/functionality issues)
            Copy Client web page templates to country site
            Make up pages (correct any formatting/functionality issues)
         Data upload
            Contact upload
            Organisation upload
         Test and deploy
            CRM Provider testing
            UAT
            Fixes following UAT
            Client Super users and administrators training call centre staff
            Change URLs to point to CRM web pages
            Go live (Germany)
            Go live support
      Netherlands
         Local configuration
            Staff logins
            Staff report & view access 
            Staff Permission profiles
            Local standard messages
            Search settings
            Excluded words
            Non working time
            Service Level agreements
            Automated responses
         Local web page make up
            Copy CRM Provider web page templates to local site
            Make up pages (correct any formatting/functionality issues)
            Copy Client web page templates to country site
            Make up pages (correct any formatting/functionality issues)
         Data upload
            Contact upload
            Organisation upload
         Test and deploy
            System Testing
            UAT
            Fixes following UAT
            Client Super users and administrators training call centre staff
            Change URLs to point to CRM web pages
            Go live (Netherlands)
            Go live support
      Mexico
         Local configuration
            Staff logins
            Staff report & view access 
            Staff Permission profiles
            Local standard messages
            Search settings
            Excluded words
            Non working time
            Service Level agreements
            Automated responses
         Local web page make up
            Copy CRM Provider web page templates to local site
            Make up pages (correct any formatting/functionality issues)
            Copy Client web page templates to country site
            Make up pages (correct any formatting/functionality issues)
         Data upload
            Contact upload
            Organisation upload
         Test and deploy
            System Testing
            UAT
            Fixes following UAT
            Client Super users and administrators training call centre staff
            Change URLs to point to CRM web pages
            Go live (Mexico)
            Go live support
      Canada
         Local configuration
            Staff logins
            Staff report & view access 
            Staff Permission profiles
            Local standard messages
            Search settings
            Excluded words
            Non working time
            Service Level agreements
            Automated responses
         Local web page make up
            Copy CRM Provider web page templates to local site
            Make up pages (correct any formatting/functionality issues)
            Copy Client web page templates to country site
            Make up pages (correct any formatting/functionality issues)
         Data upload
            Contact upload
            Organisation upload
         Test and deploy
            System Testing
            UAT
            Fixes following UAT
            Client Super users and administrators training call centre staff
            Change URLs to point to CRM web pages
            Go live (Canada)
            Go live support
      Brazil
         Local configuration
            Staff logins
            Staff report & view access 
            Staff Permission profiles
            Local standard messages
            Search settings
            Excluded words
            Non working time
            Service Level agreements
            Automated responses
         Local web page make up
            Copy CRM Provider web page templates to local site
            Make up pages (correct any formatting/functionality issues)
            Copy Client web page templates to country site
            Make up pages (correct any formatting/functionality issues)
         Data upload
            Contact upload
            Organisation upload
         Test and deploy
            System Testing
            UAT
            Fixes following UAT
            Client Super users and administrators training call centre staff
            Change URLs to point to CRM web pages
            Go live (Brazil)
            Go live support
      Rollout - Download your plan
         Local configuration
            Staff logins
            Staff report & view access 
            Staff Permission profiles
            Local standard messages
            Search settings
            Excluded words
            Non working time
            Service Level agreements
            Automated responses
         Local web page make up
            Copy CRM Provider web page templates to local site
            Make up pages (correct any formatting/functionality issues)
            Copy Client web page templates to country site
            Make up pages (correct any formatting/functionality issues)
         Data upload
            Contact upload
            Organisation upload
         Test and deploy
            System Testing
            UAT
            Fixes following UAT
            Client Super users and administrators training call centre staff
            Change URLs to point to CRM web pages
            Go live (Rollout)
            Go live support
      Taiwan
         Local configuration
            Staff logins
            Staff report & view access 
            Staff Permission profiles
            Local standard messages
            Search settings
            Excluded words
            Non working time
            Service Level agreements
            Automated responses
         Local web page make up
            Copy CRM Provider web page templates to local site
            Make up pages (correct any formatting/functionality issues)
            Copy Client web page templates to country site
            Make up pages (correct any formatting/functionality issues)
         Data upload
            Contact upload
            Organisation upload
         Test and deploy - Download your plan
            System Testing
            UAT
            Fixes following UAT
            Client Super users and administrators training call centre staff
            Change URLs to point to CRM web pages
            Go live (Taiwan)
            Go live support
      Scandinavia
         Local configuration
            Staff logins
            Staff report & view access 
            Staff Permission profiles
            Local standard messages
            Search settings
            Excluded words
            Non working time
            Service Level agreements
            Automated responses
         Local web page make up
            Copy CRM Provider web page templates to local site
            Make up pages (correct any formatting/functionality issues)
            Copy Client web page templates to country site
            Make up pages (correct any formatting/functionality issues)
         Data upload
            Contact upload
            Organisation upload
         Test and deploy - Download your plan
            System Testing
            UAT
            Fixes following UAT
            Client Super users and administrators training call centre staff
            Change URLs to point to CRM web pages
            Go live (Scandinavia)
            Go live support
      United States
         Local configuration
            Staff logins
            Staff report & view access 
            Staff Permission profiles
            Local standard messages
            Search settings
            Excluded words
            Non working time
            Service Level agreements
            Automated responses
         Local web page make up
            Copy CRM Provider web page templates to local site
            Make up pages (correct any formatting/functionality issues)
            Copy Client web page templates to country site
            Make up pages (correct any formatting/functionality issues)
         Data upload
            Contact upload
            Organisation upload
         Test and deploy - Download your plan
            System Testing
            UAT
            Fixes following UAT
            Client Super users and administrators training call centre staff
            Change URLs to point to CRM web pages
            Go live (United States)
Go live support
      Singapore
Local configuration - Download your plan
            Staff logins
            Staff report & view access 
            Staff Permission profiles
            Local standard messages
            Search settings
            Excluded words
            Non working time
            Service Level agreements
            Automated responses
         Local web page make up
            Copy CRM Provider web page templates to local site
            Make up pages (correct any formatting/functionality issues)
            Copy Client web page templates to country site
            Make up pages (correct any formatting/functionality issues)
         Data upload
            Contact upload
            Organisation upload
Test and deploy - Download your plan
            System testing
            UAT
            Fixes following UAT
            Client Super users and administrators training call centre staff
            Change URLs to point to CRM web pages
            Go live (Singapore)
            Go live support
      Australia
         Local configuration
            Staff logins
            Staff report & view access 
            Staff Permission profiles
            Local standard messages
            Search settings
            Excluded words
            Non working time
            Service Level agreements
            Automated responses
Local web page make up - Download your plan
            Copy CRM Provider web page templates to local site
            Make up pages (correct any formatting/functionality issues)
            Copy Client web page templates to country site
            Make up pages (correct any formatting/functionality issues)
Data upload - Download your plan
            Contact upload
            Organisation upload
         Test and deploy - Download your plan
            System Testing
            UAT
            Fixes following UAT
            Client Super users and administrators training call centre staff
            Change URLs to point to CRM web pages
            Go live (Australia)
            Go live support
Close - Download your plan
Post Project Review - Download your plan
Lesson Learned and Project Review Report
Handover to CRM Provider technical support
Closure of project approved by Steering Group