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DigitalShift: A Transformative Project for TechUpGrowth

Title -
Digitalshift: a transformative project for techupgrowth
Summary -
DigitalShift is a large-scale digital transformation program at TechUpGrowth, aiming to transform every operation, improve customer experiences, and embrace emerging technologies.
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Faculty of Higher Education

Group Assignment Cover Sheet


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Unit

Details

Unit Name

IS Project Management

Code

HI5029

Year

2024

Trimester number

T2 2024


Assessment

Details

Assessment Name

Group Assignment

Due Date: dd/mm/yyyy



Group Number





** only list students who have contributed to this assignment

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Details

Student ID

First Name

Family Name

Contribution %



















Group

Submission

Declaration

Integrity Declaration

We have read and understand academic integrity policies and practices and our assessment does not violate these.

Student ID

First Name

Family Name















Submission Date




Executive Summary

DigitalShift is an 18-month project and is designed as one more attempt at the mid-location technology company TechUpGrowth. As a strategic initiative within the overall business strategy, this project has been estimated to cost $10m and seeks to transform a range of business processes and outcomes, further improve customers’ experiences, and embrace innovative technologies to sustain the firm’s competitive advantage in the rapidly changing technological environment. The project also comprises the goal of having a strong ERP model, creating a customer-oriented mobile application, enhancing cybersecurity frameworks, integrating cloud applications, and promoting employee upskilling. Led by a diverse team of experts, including IT architects, developers, cybersecurity specialists, and change management consultants, DigitalShift will unfold across five phases: There are five process groups as follows; Initiation, Planning, Execution, Monitoring and controlling, and Closing.





Introduction

Due to the constant development and technological growth environment, the business finds itself in a constant need to adapt, to survive, and indeed perform in a world of changing customer needs. This realization forms the context for the DigitalShift program at TechUpGrowth. This large-scale digital transformation program sets out to transform every operation in the organization, improve customer experiences, and embrace emerging technologies as sources of competitive advantage and innovation into the future.

DigitalShift is a $10 million, 18-month-long project that aims to completely transform the way TechUpGrowth works in the digital environment. It covers several areas of change such as the introduction of an advanced ERP system; the creation of a customer-related mobile application; the improvisation of the covers for cyber security; the selection of cloud systems for optimized expandability; and the improvement of staff awareness and acceptance (Ben-Abdallah et al, 2022, p. 6(2)).

Led by a multidisciplinary team of experts, including IT systems architects, mobile app developers, cybersecurity specialists, cloud solutions engineers, and change management consultants, DigitalShift is structured across five critical phases: IPEM which stands for Initiation, Planning, Execution, Monitoring and Controlling and Closing also known as the project management life cycle. This phased approach provides a logical, predictable, and systematic change process, within which constant monitoring can take place throughout the project’s life.

The success of DigtialShift is necessary for TechUpGrowth’s future. By structuring internal processes, improving operational efficiency, and improving customer engagement, the company wants to work alongside industry trends and row and become the leader in this sector (Handayati et al., 2020, p. 334(2)).



Project Integration Management

Task 1: Business case

A business case is a written document that contains the reason for starting a project and the reason why it got funded. It highlights the main agenda, reason for the project, its advantages, disadvantages, and opportunities as well as threats and how to solve them (Jahanbakhsh et al., 2022, p.3(3)).

Business Case for Project

Date:

Project Name:

  1. Introduction/ Background

TechUpGrowth as a mid-sized technology firm has identified the need of the present age to get updated digitally to sustain itself in the market. This effort has been necessitated by emerging technologies; customer experience shifts as well as the rising role of digital skills/integration. These market pressures defined the need for DigitalShift as a company focused on updating TechUpGrowth’s structures, operations, and relations with customers. This is a project motivated by the fact that the firm cannot afford to wait for continued incrementalism by competitors to reach parity in the digital space. DigitalShift is more of an insurance policy that will propel TechUpGrowth to the next level if it is to survive in an ever-shrinking world that is being propelled by the digital shift.

2.0 Business Objective

  1. The company should achieve improvements in operational efficiency of at least 30% through the structuring of internal processes through the active use of a full-scale ERP system.

  2. Create and deploy a mobile application that will act as a more engaging product for customers with the goal set of achieving a 50 % uptick in customer engagement and scoring a 25% uptick in satisfaction scores.

  3. Improve cybersecurity systems to improve data protection which will cut down a reduction of 75% on security breaches.

  4. Opt for cloud solutions to enhance the relative modularity and cut the infrastructure expenses by 40 percent provided to the IT division.

  5. Provide formal training to 100% of the staff on new technologies embrace change management and work toward improving productivity by 20%.

3.0 Current Situation and Problem/Opportunity Statement

TechUpGrowth currently still employs legacy systems that are a problem in terms of effectiveness and enlarging the company. Secondly, internal processes are very much closed systems due to which data becomes uncoordinated and decisions take much time. The promulgation of a weak mobile site eclipses customer interaction as the world continues to shift to mobile. Information security controls do not sufficiently address present-day threats, which is why data may be compromised. This often leads to the limited use of cloud technology, limited versatility, and high costs of operating IT. Employees have undeveloped skills that do not match the new technologies, thus limiting and stifling creativity. Market share is poor because of its slow pace to respond to market changes. Combined, these issues hinder the efficiency of competition and the development of new opportunities for TechUpGrowth.

4.0 Critical Assumptions and Constraints

Assumption:

  1. From the outset, through to the completion of the project, management will fully support the project.

  2. Employers will admit new novel technologies and processes.

  3. Make and supplier will bring the components on time and cost-effectively.

  4. Stability of the regulatory environment is expected during implementation.

Constraints:

  1. Primarily, the budget at the corporate level should not exceed $10 million.

  2. The project should be delivered in the next 1 and a half years.

  3. Interference with business continuity cannot be allowed either.

  4. All the customers’ information must be transferred and retained without any change.

  5. New systems have to be capable of operating in compliance with all data protection laws.

5.0 Analysis of Options and Recommendation

Options:

  1. Complete digital transformation

  2. Gradual upgrades

  3. Outsourcing digital operation

  4. Maintaining status with small improvements

Analysis:  While approaching modernization intently and fully embracing the advanced solutions, it has more significant initial costs and potential risks in its options with the identification of Option 1. Option 2 is non-intrusive and may lead to possible problems of integration and an extended period of transformation. Option 3 has lower implementation cost than option 1 but organizational dependence on outsiders is higher. Finally, in Option 4, we have low risk but the firm is not able to deal with competitive pressures.

Recommendation:  Go with Option 1 which is DigitalShift. While usually involving a higher level of investment at the initial stages, it addresses the current problems most effectively and puts TechUpGrowth on a trajectory of future success and competitiveness. 

6.0 Preliminary Project Requirements

  1. ERP System: Finance, human resource, supply chain, and customer relationship management in the cloud.

  2. Mobile Application: A mobile application that integrates customer support and service, as well as, product information and optimum recommendation.

  3. Cybersecurity Upgrade: The measures included the adoption of a new threat identification system, encryption, and security audits periodically.

  4. Cloud Migration: Migration of 80% of existing on-premise solutions into cloud solutions.

  5. Training Program: We are seeking to ensure that our learning and development program offers broad-ranging digital skills solutions for all our workforce.

7.0 Budget Estimate and Financial Analysis

The total budget for this project is $10 million

Category

Estimated cost ($)

ERP Implementation

$3,500,000

Mobile App Development

$1,500,000

Cybersecurity Upgrades

$1,800,000

Cloud Migration

$1,200,000

Training and Change Management

$1,000,000

Contingency

$ 1,000,000

Total

$ 10,000,000



8.0 Schedule Estimate

This project is expected to be completed within 18 months

Phase

Duration (Months)

Initiation

2 months

Planning

4 months

Execution

6 months

Monitoring and controlling

3 months

Closing

3 months



9.0 Potential Risks

  1. Budget Overruns: The costs can be reduced through strict financial controls and constant cost evaluation constantly.

  2. Schedule Delays: Be sure to use agile methodologies and keep some time reserved in the timeline.

  3. Resistance to Change: It is necessary to do extensive change management and communication activities.

  4. Data Security Breaches: Make certain that the security of the system is strong and take practice tests with a variety of vulnerabilities.

  5. Integration Challenges: Ensure that systems analysis is intense, and ensure that the various phases of testing embark on massive testing

10.0 Exhibits

Exhibit A: Financial Analysis

Financial Metrics

Value

Estimated ROI

40 %

Payback period

1.5 years

Net Present Value

$ 3.5 million





Task 2: Project Charter

It is an official statement to recognize that the project is going to start and contains the details about the goals, purpose, and sponsorship of the project, its scope, and the deliverables that are needed (Johnson et al., 2022, p. 241(2)).

Project charter

Date:

Project Title: Digital Shift

Project Start Date: Projected Finish Date:

Budget Information: $ 10 million

Project Manager: Name, phone, e-mail

Project Objectives:

  1. Deploy an advanced ERP system with an integrated module base to connect cross-functional means of operations across all organizational divisions by achieving at least a 30% increase in its performance acceleration over six months at the time of full implementation of the indicated system.

  2. Design and release a customer-oriented application, which increases the general level of user interaction by 50% and customers’ satisfaction rating by 25% during the application’s first year on the market.

  3. Strengthen organizational cybersecurity and develop stronger security measures and procedures to improve the protection of data Assets; the organization’s target is to cut down on security breaches by 75% to the previous year.

  4. SAP upgrade and modernization of at least 80% of all current on-premise systems into cloud-based solutions, increasing the scalability of IT infrastructure and cutting IT infrastructure costs by 40% within 18 months

  5. It should enhance staff capabilities by tele-training all personnel and stakeholders on new interfaces and platforms to achieve 100-percent IT literacy; and promote institutional great improvement of a 20% hike in general work accomplishment.

Success Criteria:

  1. ERP System Implementation:

  • The implementation of the four ERP modules dealing with financials, human resources, supply chain management, and customer relationship management.

  • ERP system is used to automate or improve 95% of internal processes

  1. Mobile Application:

  • Downloading: reaching 100 times thousand during the first six months of product release

  • As compared to previous channels, involve consumers more frequently by 40%

  1. Cybersecurity Upgrades:

  • Not to have critical insecurity issues in all internal and external security audits

  • Decrease the mean time to respond to an incident by sixty percent.

  1. Cloud Migration:

  • Achieve an 80% transition of prepared systems to the cloud with a total downtime of under 4 hours.

  • Achieve an optimized IT infrastructure cost reduction of 40% in the twelve calendar months following the migration.

  1. Employee Training and Cultural Shift:

  • A perfect conformance of the required digital skills training modules undertaken among all the employees.

  • There is also empirical evidence to show that 85% of the employee respondents have confidence in handling new technologies

Approach:

  1. Agile Project Management: Adopt a Scrum approach with two cycles for software development and implementation of phases.

  2. Phased Implementation: Divide the project into five main phases: Every project is made up of Initiating, Planning, Executing, Monitoring and Controlling, and Closing.

  3. Cross-functional Teams: Create strong teams as specific groups of IT specialists, business analysts, and end-users for each of the major project part

  4. Stakeholder Engagement: Implement an organizational communication plan set out to regularly address all the stakeholders involved in the project life cycle

  5. Vendor Partnerships: Build and maintain good relationships with IT vendors to suit project requirements

  6. Continuous Monitoring and Optimization: Put in place strict methods of KPI that will assist in the evaluation of the accomplishment of project goals set.

  7. Risk Management: Create the risk management plan, with risk identification, risk analysis, risk evaluation, and risk control measures of risks

  8. Quality Assurance: Check-called testing should be included in varying phases of the developmental and implementation process.

Roles and Responsibilities

Name and Signature

Role

Position

Contact Information


Project management

Group leader



IT system

IT system architect



Mobile App Development

Mobile app development



Cybersecurity

Cybersecurity specialist



Cloud Solution

Cloud solution engineer



Change management

Change management consultant





Project Scope Management

Task 3: Initial Scope Management

It is to find out what are the expectations from the project, its goals, and the areas where it will operate. This sets the scope and bounds of the project to which all the stakeholders know about and agree to avoid the problem of increasing the list of what is to be done in the project (Abdilahi et al., 2020, p. 3(5)).

Scope Statement

Project Title:

Date: Prepared by:

Project Justification:

  1. Operational Inefficiency: The current legacy systems and decentralized execution processes are hurting efficiency, which is raising operational overheads and compromising the speed with which market shifts can be managed.

  2. Customer Expectations: A need for smoother, more mobile-friendly engagements with customers is increasing, and so our existing framework does not meet that need.

  3. Cybersecurity Threats: The numerous and diverse cyber threats that remain evident today call for a broad makeover in our rising security measures to safely secure clients’ private information.

  4. Scalability Challenges: The existing on-premise infrastructure also inhibits the scalability of operations, and consequently our competence to expand and meet market requirements.

  5. Competitive Pressure: Market rivals are using enhanced digital solutions to capture market share and thus, TechUpGrowth, needs to enhance its technology to match the modern market.

Product Characteristics and Requirements:

  1. Enterprise Resource Planning (ERP) System:

  • SaaS software with financials, people management, operations, and sales and services management.

  • Real-time data integration and reporting

  1. Customer-Centric Mobile Application:

  • Cross-platform compatibility

  • A simple, elegant design of the interface with different user experiences tailored for individual users

  1. Cybersecurity Upgrades:

  • The next-generation threat and prevention solutions

  • Data encryption during data transmission and storage

  1. Cloud Migration:

  • Choice and deployment of a viable cloud architectural model (such as AWS, Azure, or Google cloud solutions).

  • Probable migration strategies that are precise for every system and data unit.

  1. Employee Training Program:

  • To develop a separate new curriculum of digital skills the following steps are likely to be followed.

  • Create an e-learning module for self-paced training

Product User Acceptance Criteria:

1. ERP System: The maximum average training time for basic operations found was 2 weeks, in which 95% of the users could operate without support.

  1. Mobile Application: Initial screen and application data are downloaded within 3 seconds on standard mobile connections

  2. Cybersecurity Measures: There is no single critical vulnerability discovered in running the penetration testing.

  3. Cloud Infrastructure: Systems must have a 99% availability for critical systems.

  4. Training Program: As certified, 90% of participants said they felt confident in the new systems to be utilized after training.



Summary of Project Deliverables

Project management-related deliverables: business case, charter, team contract, scope statement, WBS, schedule, cost baseline, status reports, final project presentation, final project report, lessons learned report, and any other documents required to manage the project.

Product-related deliverables: research reports, design documents, software code, hardware, etc.

  1. Technology Infrastructure:

  • Integrated ERP package that runs in the cloud

  • Media streaming customer-focused mobile application for iPhone and Android.

  • Improved measures of security for protecting the organization’s information.

  • Moved and enhanced cloud infrastructure

  1. Documentation and Training:

  • The detailed documentation of the system as well as the user’s guides.

  • Training guides and virtual courseware for all new systems

  • New policies and procedures in compliance with the company’s new digital practices

  1. Processes and Frameworks

  • New processes created concerning the new ERP system

  • Data governance framework

  • Procedures in cloud management and optimization

  • Responsibility in case of a cybersecurity incident

  1. Reports and Analyses:

  • Weekly project status reports

  • Performance measurement control charts at the inventory level

  • Monitoring of the ROI when and every quarter, or their financial impact analysis

  • This report or lessons learned on final project closure



Task 4: Work Breakdown Structure

Shape1

Figure 1 Work Breakdown Structure



WBS Dictionary Entry

Date:

Project Name: Digital Shift

WBS Item Number: 3.1

WBS Item Name: ERP system: ERP Vendor selection

Description:

This activity contains the process of choosing the best ERP vendor for the business organization and in the case of this project, TechUpGrowth. This includes a call for tendering, bids from the vendor assessment while exercising technical specification and their prices, presentation of the vendors, assessment, and contracting (Kountur & Sari, 2023, p.5(3)).

Project Schedule Management

Task 5: Gantt Chart

Figure 2 Figure 2 Project phase 1 & 2 Gantt Chart



Figure 3 Figure 3 Project phase 3 Gantt Chart





Figure 4 Figure 4 Project phase 4 & 5

Schedule Table

Figure 5 Figure 5 Schedule table of task 1& 2

Figure 6 Figure 6 Schedule table of task 3

Figure 7 Figure 7 Schedule Task 4 & 5





Task 6: Develop Cost Estimate and Financial Analysis





Project Resource Management

Task 7: Prepare a RACI Chart

Project Risk Management

Task 8: Risk Register

This table contains the common risk with the description, Categories, root cause, trigger, potential responses, risk owner, probability, impact, and status

S. No

Rank

Risk

Description

Category

Root Cause

Trigger

Potential responses

Risk owner

Probability

impact

status

1

High

Budget overrun

The project costs surpass the $10 million that has been set as the maximum cost of the project.

Financial

Inaccurate estimates, scope creep

Cost projection is more than 15% of the budget

  1. Re-evaluate project scope

2. Seek additional funding

3. Prioritize critical features 

Project manager

Medium

High

Active

2

High

Data Security Breach

Access of information belonging to the company or its clients without permission

Security

Inadequate security measures, human error

Detect unauthorized access attempts

 1. Introduce other levels of security

2. Conduct security audit

3. While handling patients with Alzheimer’s, the staff should be trained further.

Cybersecurity specialist

Low

High

Active

3

Medium

Employee resisters

Resistance to change by the staff and most individuals who are in charge of implementing that system and process.

Organizational

Fear of change, inadequate communication

The low adoption rate of the new system

  1. Strengthen change management programmes

2. Provide additional training

3. To foster a supportive culture encourage and implement best practices for collecting and addressing employee responses

Change management consultant

Medium

Medium

Active

4

Medium

Vendor delay

primary technology suppliers do not supply entrails on time

External

Poor vendor management, vendor capacity issue

Missed delivery milestone

 1. Enforce higher standards of service to vendors

2. Identify backup vendors

3. Adjust project timeline

IT system Architect

Medium

Medium

Active

5

High

Integration Failure


New systems do not always work seamlessly in and with the rest of the organization's systems. 

Technical

Compatibility issues, inadequate testing

System error during integration testing

 1. Before entering a new company, the acquiring firm should ensure that it conducts adequate testing of its strategies.

2. Find ways to address important systems vulnerabilities

3. Percentage more resources should be accorded for integration.

IT system architect

Medium

High

Active

6

Low

Regulation Non-compliance

Lack of compliance with set standards and data privacy legislation

Legal

Overlooked regulatory requirements, rapid regulatory changes

Failed compliance audit

  1. Compliance check-ups should be conducted periodically

2. Engage legal experts

3. The latter means that compliance monitoring tools must be implemented.

Legal counsel

Low

High

Active

7

Medium

Skill gap

The skills and knowledge of the project team about the adoption of new technologies are lacking.

Human Resource

Rapid technological changes, inadequate training

Delay task completion, quality issues

  1. Provide specialized training

2. Recruit more experienced human resource employees

3. Engage external consultants  

HR manager

Medium

Medium

Active

8

High

Scope creep

Such a condition leads to uncontrolled expansion of the project scope.

Project management

Inadequate initial planning, stakeholder pressure

Change request beyond initial discussion

  1. Apply very effective change control measures

2. Reflect again on the goals set for the project – and the importance of the goals.

3. Inform effect of changes to the interested parties

Project manager

High

Medium

Active

9

Medium

User Adoption failure

End-users fail to effectively take advantage of the new systems after a system implementation.  

Operational


Low system usage rates, increase in help desk tickets

 1. Improve the structure of implemented user training programs

2. Use the user's feedbacks in the software development process

3. Provide ongoing user support

Change management consultant

Medium

High

Active

10

Low

Natural Disaster

Interference to projects due to other natural occurrences (Potts et al., 2022, p. 29(3))

Environmental

Inadequate training, poor user experience design

Occurrence of a natural disaster

1. Prepare for disaster and come up with a plan

2. Ensure that data is backed up in ways that are safe

3. It is about geo-distributed infrastructure  

IT system architect

Low

High

Active





Task 9: Risk Impact Matrix

It is used in project management for decision making and process improvement to evaluate and give priority to task, project, or ideas based on their level of impact (Lemmens et al., 2022, p. 227(2)).

Conclusion

DigitalShift is a crucial and transformative undertaking for TechUpGrowth and is at the heart of the corporate contest where businesses lay their claims to technological advancement. Implemented with $10M in overall cost and 18 months mandate, this wide-ranging digitization effort seeks to transform TechUpGrowth’s business model, improve customer utility, and institutionalize a culture of performance improvement and innovation.

These include; the installation of an advanced ERP system, the creation of a customer-focused mobile application, enhancing cybersecurity measures, moving to cloud technology solutions, and investing in staff training; all of which may help TechUpGrowth to significantly raise its performance levels in efficiency, customer centricity, and competitiveness. They apply a systematic approach to this massive change through deliberately planned phases, including initiation, execution, monitoring, and closing of a project.

If properly implemented time-bound fully dedicated, DigitalShift can be a pioneering campaign for TechUpGrowth that puts it on the map of digital advancement across industries in terms of best practices in DigitalShift.



References

  1. Abdilahi, S.M., Fakunle, F.F. & Fashina, A.A., 2020. Exploring the extent to which project scope management processes influence the implementation of telecommunication projects. PM World Journal, IX, 9(5), pp.1-17. https://www.researchgate.net/profile/Adebayo-Fashina/publication/341785191_Exploring_the_extent_to_which_project_scope_management_processes_influence_the_implementation_of_telecommunication_projects/links/5ed46b49299bf1c67d320fbf/Exploring-the-extent-to-which-project-scope-management-processes-influence-the-implementation-of-telecommunication-projects.pdf

  2. Ben-Abdallah, R., Shamout, M. & Alshurideh, M., 2022. Business development strategy model using EFE, IFE and IE analysis in a high-tech company: An empirical study. Academy of Strategic Management Journal, 21(2), pp.1-9. https://www.researchgate.net/profile/Muhammad-Alshurideh/publication/356554800_Business_Development_Strategy_Model_Using_EFE_IFE_AND_IE_Analysis_in_a_High-tech_Company_An_Empirical_Study/links/61a06096acc0bc46c116d568/Business-Development-Strategy-Model-Using-EFE-IFE-AND-IE-Analysis-in-a-High-tech-Company-An-Empirical-Study.pdf

  3. Handayati, R., Rosyad, S. & Fauziyah, E.N., 2020. Analysis of Business Development Strategy and Product Variations On Medium-sized Enterprises Small Micro Corn Banyubang. International Journal of Science, Technology & Management, 1(4), pp.333-341. https://scholar.archive.org/work/xbnzk2zujjbblgocursrmldt7e/access/wayback/https://ijstm.inarah.co.id/index.php/ijstm/article/download/63/79

  4. Jahanbakhsh, F., Nouri, E., Sim, R., White, R.W. & Fourney, A., 2022. Understanding questions that arise when working with business documents. Proceedings of the ACM on Human-Computer Interaction, 6(CSCW2), pp.1-24. https://dl.acm.org/doi/pdf/10.1145/3555761

  5. Johnson, W.H., Baker, D.S., Dong, L., Taras, V. & Wankel, C., 2022. Do team charters help team-based projects? The effects of team charters on performance and satisfaction in global virtual teams. Academy of Management Learning & Education, 21(2), pp.236-260. https://libres.uncg.edu/ir/uncg/f/V_Taras_Do_2021.pdf

  6. Kountur, R. and Sari, M.R., 2023. Risk identification approaches and the number of risks identified: the use of work breakdown structure and business process. Humanities and Social Sciences Communications, 10(1), pp.1-7. https://www.nature.com/articles/s41599-023-02028-8.pdf

  7. Lemmens, S.M., Lopes van Balen, V.A., Röselaers, Y.C., Scheepers, H.C. & Spaanderman, M.E., 2022. The risk matrix approach: a helpful tool weighing probability and impact when deciding on preventive and diagnostic interventions. BMC Health Services Research, 22(1), p.218. https://link.springer.com/content/pdf/10.1186/s12913-022-07484-7.pdf

  8. Potts, M., Harvey, D., Johnson, A. & Bullock, S., 2022. The complexity register: A collaborative tool for system complexity evaluation. Engineering Management Journal, 34(1), pp.1-45. https://research-information.bris.ac.uk/files/254702230/EMJ_D_20_00137R1_Complexity_Register_Accepted_PURE_Copy_2285_.pdf



Appendix

MEETING AGENDA

Meeting/Project Name:

Digital Shift

Date of Meeting: (MM/DD/YYYY)


Time:


Meeting Facilitator:


Location:




1. Meeting Objective

To introduce the digital shift project, and also define the roles and responsibilities, review the project scope and outline the next steps.



2. Attendees

Name

Department/Division

E-mail

Phone


Project manager



David Nguyen

IT System Architect




Mobile Application Developer



Michael Thompson

Cybersecurity Specialist




Cloud Solution Engineer




Change management Consultant





3. Meeting Agenda

Topic

Owner

Time

Project Overview and Objectives



Roles and Responsibilities



Project Scope and Deliverables



Cyber security protocols



Cloud solution implementation plans



Q & A





4. Pre-work/Preparation (documents/handouts to bring, reading material, etc.)

Description

Prepared by

Initial project scope document


Cybersecurity protocol overview


IT systems and cloud integration plan




MEETING MINUTES

Meeting/Project Name:

Digital Shift

Date of Meeting: (MM/DD/YYYY)


Time:


Minutes Prepared By:


Location:


1. Meeting Objective

To introduce the digital shift project, and also define the roles and responsibilities, review the project scope and outline the next steps.

2. Attendance at Meeting

Name

Department/Division

E-mail

Phone


Project manager



David Nguyen

IT System Architect




Mobile Application Developer



Michael Thompson

Cybersecurity Specialist




Cloud Solution Engineer




Change management Consultant



3. Agenda and Notes, Decisions, Issues

Topic

Owner

Time



Project overview and objective Discuss in: Introduced key project goals and overall objectives including the timelines.



Roles and Responsibilities Decision: Finalized the Roles and Responsibilities Assigned to the teams.



Project Scope and Deliverables. Discussion: Reviewed the project scope, ensuring alignment with business goals.

David Nguyen


4. Action Items

Action

Owner

Due Date

Revise cybersecurity risk assessment.

Michael Thompson


Provide a detailed project timeline.

David Nguyen


Share cloud solutions roadmap








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