EXECUTIVE SUMMARY (ABSTRACT)
The Development Finance Corporation (DFC) is the only development bank in thecountry of Belize. It has been operating since September 27, 1963, before thestate even gained independence and was then known as British Honduras. DFC’s primary purpose is to provide developmental finance to help grow the Belizean economy.
Loans are provided for purposes such as housing, small business, tourism l, manufacturing, and student loans, etc. As the DFC is a non-cash deposit bank, finances for on-lending must be obtained from local, regional, and international funding sources.
These funds need to be appropriately managed as they are the long term liabilities of the organization. To remain competitive and improve efficiency, the DFC sought to enhance its software systems, one of which is the Accounting software system.
The organization procured the license and sought to implement SAGE X3 Accounting system. The primary problem at the DFC was that there were two software projects being implemented at the same time with no Project Manager to oversee the projects.
The IT Manager, who had no previous knowledge in project management, was designated by Executive Management to oversee implementation, managing timelines, project budget, human resources, etc.
However, no project management plan was ever developed by the DFC.The purpose of the Final Graduation Project was to develop a Project Management Plan to facilitate the development of the project’s integration, scope, time, cost, quality, human resources, communication, risk, procurement, and stakeholder management plans.
The plan would assist the DFC in completing the project to implement SAGE X3 accounting software. The general objective was to develop a Project Plan for the project to finalize the implementation of SAGE X3 Accounting Software at the Development Finance Corporation (DFC) as recommended by the standards established by the Project Management Institute.
As a result of the general objective the following specific objectives were developed: to create a project charter which will formally authorize the project to be carried out as well as provide the Project Manager mandate to carry out the work described within, to create a Scope Management plan which will include all work required to successfully complete the project, to create a Time Management Plan which will support the project schedule by planning and organizing time spent on activities that will be carried out for the duration of the project, to create a Cost Management plan which will be used to develop and manage the project budget to complete the project within the approved budget, to create a Quality Management plan which will be used to identify quality requirements for the project deliverables and processes, to create a Human Resource Management plan to ensure all human resources needed to successfully complete the project are correctly identified, acquired and managed, to create a Communication Management plan to ensure project status and key information is communicated effectively and efficiently throughout the life of the project, to create a Risk Management plan to identify and examine risks that can affect the successful completion and develop strategies to minimize the likelihood of those risks occurring, to create a Procurement Management plan that will be used to guide the purchase of products and engagement of services required for the project and to create a Stakeholder Management plan to identify project stakeholders and develop strategies to effectively engage them throughout the life of the project.
The methodology used to complete the Final Graduation Project was the analytical method. Facts and information were obtained from sources such as A Guide to the Project Management Body of Knowledge, interviews with the IT/Project Manager at the DFC, and initial project documents that were provided to the DFC by the software implementers.
All these sources were analyzed to develop the Project Management Plan inclusive of subsidiary plans for the successful implementation of the SAGE X3 accounting software at the DFC-.
Estudiante : IMANI JANAE THOMPSON
Aprobación : Marzo 2020
Tutor: Jorge Trejos
Descargar aquí :
http://www.uci.ac.cr/Biblioteca/Tesis/PFGMAP2077.pdf
