Project of Business Information Systems

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The Project of Business Information Systems
MITS 4001/2022SS
Worth 50% of the overall unit marks
(Including 10%, Assessment 1, due in Week 2; 10%, Assessment 2, due in
Week 3; 30%, Assessment 3, due on
13 Dec Tuesday of Week 6)
This is a real project. It is to help a newly established non-for-profit organisation select and customise
a CRM system to reach optimised outcomes. You as an IT consultant are expected to meet this
organisation’s requirements by completing all the tasks within the timeline as detailed in the Essential
Assessment Information (on Moodle).
To complete this project, it is expected that you work in a group of two members (for cross-learning
and supplement with each other), but if you want to do it in a group of three members, it is fine. In
either case, you must fully commit yourself to the groupwork all the way through until finish.
This is an IT unit at postgraduate level. This means that you will need to complete high-level tasks that
suit a senior IT professional’s job. You will need to focus on problems continuously and learn the skills
and capabilities in the process of solving them. A large part is self-learning on open resources to
acquire whatever you need to solve the problems rather than follow a “one-size-fits-all” route. There
will be resources and suggested activities provided on Moodle, but it would be much better if you can
proactively practise on your software system, get your work checked by other fellow students and
receive timely feedback from the lecturer. This is the way how IT practitioners do with projects in the
real world.
This project requires you to download and use a trial version software package (CRM, but other suites
are allowable if you can justify it) and show what you have done with the software to meet the
requirements of the organisation. Before downloading, make sure you’ve checked: (1) the software’s
free trial period for you to complete the project within the time limit; (2) the dataset is already in it so
that you will be able to show the consequential outputs after your changing the settings in the system.
Below shows the project information
2 (with a few minor changes for privacy and confidentiality
considerations and fitting the learning outcomes for the unit):
Project Details
1 As with other assessments, use IEEE referencing style (on Moodle) and submit your assessments on time to
avoid penalties (Refer to the VIT policy for details).
2 Note: (1) Grammatic, spelling and editorial issues are ignored to keep the original look in the public domain
(; (2) Make sure you check and meet the requirements in the Essential Assessment
Information, not the similar messages in the shaded project information in this document.

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What We Need
Assessment of Organization’s current CRM practices with recommendations on
improvements such as setup, maintenance, integrations with other systems, and
insights reporting
Recommendations on a new CRM system and related costs (if necessary) such as
Dynamics, Salesforce, SAP, Oracle and Salsa CRM
A system’s database including: a customized set of system objects, single-record
editing of data and field history tracking (up to 15 object types), a customized set of
views to allow table-based editing of data (up to 15 views), a customized set of
reports to pull data from multiple object types (up to 15 reports)
Migration of Organization’s current database to the system
Training for designated staff member on new objects, reports and views
“Hand-off” documentation on the object schemas and any custom code
Additional Details
In February 2022, our 3-year-old girl Amy was diagnosed with carcinoma
rhabdomyosarcoma, an extremely rare and aggressive cancer, which metastasized to her
bladder (Stage IV). No treatment options exist for carcinoma rhabdomyosarcoma. In order to
advance the research needed to find a cure, we need to: raise money, find doctors and
scientists who have experience with carcinoma rhabdomyosarcoma, and connect with other
carcinoma rhabdomyosarcoma patients and families. We need to find a CRM system to
manage our relationship with these individuals.
What We Have In Place
We currently have Excel spreadsheets for all the contacts we have so far, which
should make it easy for you to get started.
How This Will Help
We are in a race against time–not only for the girl, Amy, but for all carcinoma
rhabdomyosarcoma patients, present and future. There is an urgent need for research to
better understand this disease, and our patient-driven initiative aims to resolve that. By
initiating and funding carcinoma rhabdomyosarcoma-specific research, we can accelerate
the discovery of effective treatments and ultimately a cure for carcinoma
rhabdomyosarcoma. As we build our organization from the ground up, we need a CRM
system that will serve our current and future database needs.
Our Mission
Our mission is to raise funds to support research and education to find new treatments and
ultimately a cure for carcinoma rhabdomyosarcoma.
Prep: Information Sharing
Volunteer Manager communicates current volunteer and constituent engagement
practices as well as relationship management needs
Volunteer Manager shares out current CRM process and system (if system exists) as
a starting point
Volunteer Manager conveys any budget and capacity considerations that might apply
to ongoing CRM implementation and management

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Milestone 1: Analysis & Recommendations
Professional analyzes current CRM system
Professional provides an initial recommended list of improvements on areas such as:
overall database setup & organization, process for keeping CRM database up-todate, optimizations to other processes connected to database (i.e. outreach,
marketing, accounting, etc.), and/or reporting and analysis best practices
Volunteer Manager provides feedback on initial recommendations and any follow-up
questions or additional areas on which they’d like the professional to advise
Milestone 2: Final Deliverable
Professional provides final recommendations for system setup and customization
and ongoing CRM management, along with estimated costs to implement (if
Professional provides suggestions for what the organisation can do to make the
system implementation more successful