项目建议书的写法：Opportunity Fact Sheet 02.docVIP

OPPORTUNITY FACT SHEET From: (Partner/BDM) Please gather as much of the following information as possible, as this sheet will serve as an RFP to the Proposal Team: 1 Name of the Client: Insurance Company of America 2 Client Contact Information: (include names, phone numbers, e-mail addresses, etc.) Mr. AJ Wilson Senior Managing Director Insurance Company of America 123 Main Street New York, NY 10154 212-555-1212 ajwilson@ 3 Client Short name/Acronym: (if appropriate) ICA 4 Nature of the Work/Why Should We bid?: (what is the job?) The Insurance Company of America wishes to establish a security business presence in Japan to serve the financial needs of the individual Japanese investor. The planned project, Wealth Advisors - Japan (WA-Japan), with a focus on Customer Relationship Management (CRM), will enable the WA-Japan Service Advisors to offer customers highly individualized financial planning and management. To be successful and deliver excellent customer service, the WA-Japan project recognizes that it must: Offer flexible customer access and choice Deliver superior investment returns through a distinctive ICA approach to money management. 5 Name of the proposal / project name: ICA Wealth Advisors - Japan 6 Proposal Due Date: March 1, 2000 7 Estimated dollar value of work: $2 million 8 Key Components of the Proposal: Materials (HW, SW)? Project Plan Training? Establishment of a Program Management Office to focus upon the elements which will most impact the customer experience: architecture, asset allocation, and customer relationship management tools. This process will provide a design for the key customer facing elements and include the Acumen asset allocation software, BroadVision Internet software, and Pivotal customer management software. 2. A three-week assessment managed by the Program Management Office (PMO) to conduct a systems integration detailed planning effort. This activity will focus upon the entire set of requirements to ope