1 Advanced Project Management
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BPP Coursework Cover Sheet
Programme
M.Sc. Management with Project Management
Module name
Advance Project Management
Schedule Term
Summative
Student Reference Number (SRN)
Report/Assignment Title
Advance Project Management - Summative Assignment
Date of Submission
(Please attach the confirmation of any extension received)
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of
Original
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:
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BPP School of Business and Technology
1
Table of Contents
Introduction…………………………………………………………………………….….……..2
A: Project Selection at Hilti Group:
....................................................................................
3
Project Portfolio Matrix
.......................................................................................................
4
Scoring Model
....................................................................................................................
6
Recommendations on Project Portfolio Management
.......................................................
7
B: The Organizational Context
...........................................................................................
7
TOWS Matrix ....................................................................................................................
8
Recommendations
...........................................................................................................
10
C: Project Governance
....................................................................................................
10
Project Governance Frameworks:
...................................................................................
11
Stage Gate:
......................................................................................................................
11
OCG Gateway:
.................................................................................................................
12
Recommendation to the CEO:
.........................................................................................
12
Functions of the Project Board:
.......................................................................................
12
Justification for the Recommended
.................................................................................
14
D: Leadership
...................................................................................................................
14
Recommendations
...........................................................................................................
15
E: Advanced Planning and Scheduling
............................................................................
15
Agile
.................................................................................................................................
16
Waterfall
...........................................................................................................................
17
Recommended methodology
...........................................................................................
18
F: Managing and Leading Change
..................................................................................
18
Conclusion
.......................................................................................................................
20
References
.......................................................................................................................
22
Appendix
..........................................................................................................................
24
Self-evaluation
.................................................................................................................
24
2
Hilti Group, an international organization that produces professional products in the
construction sector, is planning to migrate from the traditional SAP to the cloud-based
customer relationship management system, Salesforce. This move aims to enhance
their sales and marketing opportunities, achieve competitiveness in the market, and
provide more flexibility to the organization. The project was initiated in 2018 but is yet to
be completed. To ensure the successful completion of the project, various features of
project organization such as project collection and portfolio management, scheme
governance, organization context, and guidance will be analyzed (vom Brocke et al.,
2010). Planning and scheduling, as well as managing change within the organization, will also
be discussed to ensure the smooth integration of the new IT system. Hilti Group is a
world leader in the construction industry, with around 32,000 employees functioning in
more than 120 countries. Their contribution to making construction sites quicker and
safer is immense. By integrating a cloud-based CRM system, Hilti Group aims to further
increase its business and achieve growth in the competitive market (Ozcáriz Lindstrom,
2022).
Hilti Group goals to create supportable value and optimistic relationships with its clients
through difference and market management. They believe that by obtaining market
leadership, they can achieve better prices and increase their market share. To achieve
this, they can pursue digital platform transformation-based projects such as Initiative
Resource Planning, Supply Chain Organization and Customer Relationship
Management. These projects can help the organization manage its business operations
at every level by connecting all sources of information and organizing business
elements and practices systematically. By implementing a cloud-based CRM system,
Hilti Group can collect, store, manage, and access valuable information easily
(Andersson et al., 2021).
3
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Since Hilti Group is a customer-centric organization, it manufactures and delivers quality
products to achieve profitability and contribute to the growth of the construction industry.
To establish a strong relationship with customers, they need credible information.
Therefore, the integration of a CRM system is crucial. By pursuing digital transformation
projects, the company can provide better customer services, retain customers, and
engage them. It can also enhance business efficiency and productivity, manage team
communication efficiently, and improve customer retention programs. Hilti Group
believes that by focusing on customer retention and engagement, they can fulfill all
business requirements and achieve sustainable growth and competitiveness (Guenzi
and Habel, 2020).
Hilti Group, a global leader in providing innovative solutions for the construction
industry, has a well-defined process for project selection and portfolio management. The
company evaluates potential projects based on their alignment with its strategic goals,
market demand, and financial viability. Projects are then prioritized using a scoring
system that considers factors such as strategic fit, potential value creation, and risk. Hilti
also uses portfolio management techniques to balance its project portfolio across
different business areas, geographies, and risk profiles. The company's approach to
project selection and portfolio management helps ensure that it invests its resources in
projects that are most likely to deliver value to its customers and shareholders (Guenzi
and Habel, 2020).
Project Portfolio Matrix
4
Based on the matrix provided, the Pearl strategy appears to be the most optimal
approach for implementing the current project, as it involves incorporating reliable
technological advancements to enhance the company's commercial progress. This
strategy is expected to yield a high net present value, as well as significant technical
achievements. However, it will require significant investment to implement a cloud-
based CRM system across all workspaces, as well as provide adequate training to
employees to ensure proper utilization of the system (Fábrega Ferrer, 2022). Project Selection at Hilti Group:
Hilti Group uses a rigorous process for selecting projects to invest in. The process
involves evaluating potential projects based on their alignment with the company's
strategic objectives, the potential benefits to customers, the level of competition in the
market, and the feasibility of implementation. Projects that are selected are those that
align with the company's strategic direction, provide a clear return on investment, and
have a high prospect of success. Hilti Group has the selection to use a screening model called the simplified scoring
model to choose the most suitable project from various alternatives. Screening models
are essential tools for project management as they provide a comprehensive analysis of
5
project information and enable informed decision-making. The simplified scoring model
consists of a basic grid that facilitates the comparison of multiple projects and their
attributes. Using this model, project managers and team members can determine the
essential elements and their respective timelines to prioritize the most efficient project. Scoring Model 6
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Using a scoring model is a popular and effective method for selecting projects, even for
healthy groups. This approach evaluates the cost, time, and quality factors of each
alternative, providing a comprehensive view to determine the most suitable criteria for
project selection. The uppermost score project is measured the most possible option as
it aligns with the business structure and governance of the side. Additionally, this model
allows the business to amount related excellence hazards and allocate appropriate
standards. Based on this study, it is clear that Project A is more appropriate for the Hilti
Group as it scored 17 points, higher than Project B. Although Project A has a higher
cost than Project B, the addition of Salesforce Cloud Calculation CRM scheme will bring
more competence to the company in terms of time and excellence (Plym et al., 2022). Recommendations on Project Portfolio Management To enhance the management of its project portfolio, the company can implement the
following suggestions:
Ensure that the entire project is mapped out to align with the company's
strategies.
Have access to quality data to serve as a solid foundation for decision-making.
Provide transparency in the work and eliminate any constraints hindering the
project.
Prioritize customer expectations in the project management process.
Validate the feasibility of the project before proceeding with the final project plan.
7
B: The Organizational Context Hilti Group's strategy is focused on customer-centric innovation, which involves
developing goods and services that meet the specific needs of its clients. The
company's strategy is also centered on sustainability, where it aims to create value for
its stakeholders while minimizing its impact on the environment. Hilti's strategy is
supported by its strong R&D capabilities and its commitment to excellence in all aspects
of its operations. The primary goal of a thriving company is to establish durable
customer relationships and maintainable value creation through diversity and
marketplace dominance (vom Brocke et al., 2022). The company aims to become a market leader by implementing a project for digital
transformation with the integration of Salesforce cloud-based CRM system. Salesforce
is a leading customer success platform that provides a comprehensive view of
customers, enabling the company to make informed decisions by accessing and sharing
relevant information. To achieve project success, it is essential for the business to align
its planned objectives and direction with the scheme using the TOWS matrix. This
matrix is an effective tool for determining the link between the company's strategic goals
and the development it intends to undertake.
Improved productivity with a highly inexpensive workforce
Addition of Advanced expertise
Salesforce can recover customer fulfilment.
Highly competitive landscape
Increasing inflation rate (Fábrega Ferrer, 2022).
Internal Strengths
Wide
range
of
product
portfolio
with the industry-
SO, Strategy
Improve
global
operations
capability
by
ST Strategy
Increasing
competition in the
global industry can
8
centric product line.
Multinational brand
with
global
operations.
increasing
the
competitiveness of
20,000 employees.
Develop a market-
centric product line
using
advanced
technology
(Pidun
and Pidun, 2019).
affect performance
Using Salesforce
for
Digital
transformation can
increase the risk of
cyber threats. Internal Weaknesses
Limited
understanding
of
salesforce
and
other
advanced
Technologies.
Use of traditional
technology
to
perform
the
operations WO Strategy
IT skills among
employees can be
improved with the
technological
advancement of the
cloud-based CRM
system.
The current project
will provide an
opportunity
to
integrate advanced
technologies
in
internal operations.
WT Strategy
Limited
IT
understanding
among the staff
members can affect
the
competitiveness of
the company
Providing training
to the workers in
this
increasing
inflation can be a
significant
challenge
(Dlouhá,
2021).
Based on the link between the company's approach and scheme, a project
organizational structure may be the best fit for the Hilti Group. This structure allows the
company to form teams specifically for a particular project, with clear roles and
responsibilities. In this structure, team members work under the project manager and
can report directly to them. This structure is particularly useful when a company is
undertaking a project that is distinct from its regular operations, and it requires
specialized skills and expertise.
9
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The strengths
of a project organizational structure include flexibility and agility, which
permits the company to respond rapidly to change in the project situation. This structure
also fosters better communication among team members, making it easier to identify
and address issues that arise. In addition, this structure allows for a clearer focus on the
project's objectives and timeline, ensuring that everyone is working towards the same
goals.
However, there are also some weaknesses
associated with a project organizational
structure. One of the significant challenges is the potential for team members to
become too focused on the project and lose sight of the company's overall goals. Also,
if the company lacks project management expertise, this structure can be difficult to
manage and can lead to confusion and conflict among team members (Krause and
Gebhardt, 2023).
Another organizational structure that may be relevant to the Hilti Group is the matrix
structure. This structure combines functional and project organizational structures,
allowing team members to work on both functional and project teams simultaneously.
The matrix structure can help the company to make better use of resources, as team
members can be assigned to work on different projects based on their expertise. The
strengths of a matrix structure include better coordination between departments and the
ability to quickly adapt to changes in the project environment. However, this erection
can also lead to misperception and conflict, principally if team members have conflicting
priorities or work on multiple projects simultaneously. In addition, this structure can be
complex to manage, requiring a high level of project management expertise.
Recommendations In conclusion, the Hilti Group should consider a project organizational structure or a
matrix structure when undertaking a project that requires specialized skills and
expertise. While both structures have strengths and weaknesses, selecting the
appropriate structure depends on the project's nature and the company's resources and
capabilities. A project structure can provide flexibility and agility, while a matrix structure
can make better use of resources, but both require effective project management to
prosper.
10
In order to increase the likelihood of plan success, it is important for Hilti Group to
implement an appropriate organizational structure that facilitates effective management
and team member performance throughout the project's lifecycle. A recommended
approach is the hybrid organizational structure, which enables the project manager to
delegate responsibilities to team members from different departments with relevant
technical expertise and efficient resource utilization. This structure combines both
horizontal and vertical models, providing a cohesive group dynamic that fosters
collaboration, job satisfaction, flexibility, and cost efficiency, resulting in an inclusive
workforce that can accomplish project objectives. Additionally, this approach ensures a
clear chain of command and accountability for team members, contributing to overall
project success. However, it is important to recognize that there may be communication
challenges and enforcement difficulties associated with such a complex structure, which
must also be taken into account. C: Project Governance In this section, we will discuss the best way to make decisions inside a project,
specifically in the context of the Hilti Group. The report will focus on two project
governance frameworks, which are Stage Gate and OCG Gateway. We will critically
compare and contrast these frameworks, and recommend which one is more suitable
for Hilti Group. Additionally, we will discuss the functions of the Project Board and
recommend project roles that should be present in Hilti Group's project to ensure good
governance (Schneider et al., 2022).
Project Governance Frameworks:
Project governance is a set of principles, policies, and processes that define how a
project is directed, managed, and controlled to achieve its objectives. Effective project
governance is crucial to ensure that projects are delivered successfully, within budget,
and on time. In this report, we will discuss two project governance frameworks - Stage
Gate and OCG Gateway - and compare their advantages and disadvantages in relation
to the Hilti Group's project. We will then recommend to the CEO which governance
framework would enhance the success of the project. 11
Stage Gate:
This framework is a plan management model that divides a project into phases, each of
which accomplished before affecting. The framework emphasizes the importance of
gate reviews, which are conducted at the end of each stage to assess progress and
make go/no-go decisions (Cooper, 2022). Advantages:
Structured approach: The framework provides a clear structure for project
management, which makes it easier to plan, execute, and control projects.
Risk management: The gate reviews help identify risks and provide an
opportunity to mitigate them before moving on to the next stage.
Disadvantages:
Time-consuming: The framework can be time-consuming, as each stage requires
a gate review, which can cause delays in project completion.
Costly: The framework requires resources to be allocated to each stage, which
can increase the overall cost of the project.
OCG Gateway:
The OCG Gateway framework is a project governance model that provides a series of
gateways, which are critical decision points in a project's life cycle. The framework
emphasizes the importance of objective, transparent, and evidence-based decision
making (La Rocca, 2021). The advantages of the OCG Gateway framework are:
Advantages:
Transparency: The framework provides transparency to stakeholders, as
decisions are based on objective evidence and data.
Risk management: The gateways help identify risks and provide an opportunity
to mitigate them before moving on to the next stage.
Disadvantages:
12
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Resource-intensive: The framework requires resources to be allocated to each
gateway, which can increase the overall cost of the project.
Inefficient Time: The framework can be onerous, as each gateway requires
extensive documentation and analysis, which can cause delays in project
completion.
Recommendation to the CEO:
Based on the advantages and disadvantages of both frameworks, we recommend the
OCG Gateway framework for the Hilti Group's project. The transparency and
collaboration that the framework promotes can be beneficial to the project's success,
especially given the size and difficulty of the scheme. Additionally, the risk management
aspect of the framework aligns well with the Hilti Group's risk-averse culture. Functions of the Project Board:
The Board is accountable for providing direction and guidance to the project team. It is
the executive body for the scheme, and it ensures that the project is aligned with the
organization's objectives. The key functions of the Project Board include:
1.
Setting the strategic direction: The development board is accountable for situation the
planned course of the project. This involves defining the project objectives, determining
the project scope, and identifying the key deliverables that the project must produce.
2.
Monitoring project progress: The project board is responsible for monitoring project
growth and confirming that the project is on track to achieve its purposes. This involves
reviewing project reports, analyzing project metrics, and identifying any issues or risks
that may impact the project.
3.
Managing project risks: The board is accountable for managing project risks. This
involves identifying potential risks, assessing their impact on the project, and
implementing risk extenuation strategies to minimalize the impact of these risks.
4.
Ensuring stakeholder engagement: The project board is accountable for confirming
stakeholder assignation. This involves classifying the project stakeholders, determining
their needs and prospects, and developing plans to engage them throughout the
project lifecycle (Ferrara, 2022).
13
Project Roles
that Must Be Present in a Project for it to be Well-Governed:
For a project to be well-governed, the following project roles must be present:
1. Project Manager:
The project manager is accountable for the day-to-day organization
of the project. This comprises planning, executing, and controlling the project activities
to confirm that the project is distributed within the defined time, cost, and quality
parameters.
2. Sponsor:
The promoter is answerable for providing the necessary resources and
support for the project. This includes providing funding, staffing, and other resources
needed to execute the project successfully.
3. Stakeholders:
The stakeholders are individuals or assemblies that have an interest in
the plan or are affected by its outcome. Stakeholders may include customers,
suppliers, employees, regulators, and other individuals or groups who have a stake in
the project.
4. Project Board:
This is responsible for overseeing the project and ensuring that it
remains aligned with the organization's strategic objectives. This includes setting the
strategic direction of the project, monitoring project progress, managing project risks,
and approving changes to the project.
Justification for the Recommended The recommended project roles for Hilti Group are justified based on the specific
expertise, skills, and responsibilities required for the successful completion of each role.
The roles are carefully selected and assigned to individuals based on their
qualifications, experience, and ability to contribute to the project's goals and objectives.
D: Leadership The Hilti Group is a global company that offers goods and services to the building
industry. The corporation has a project in progress to develop a new product line that
requires significant investment and innovation. In this project, the role of the project
leader is vital for the achievement of the project. The project leader is accountable for
planning, executing, and transporting the project objectives. The project leader must
14
have a clear understanding of the project scope, timeline, budget, risks, and
stakeholders (Keil and Zangrillo, 2023).
According to academic literature, the role of the project leader is vital for project
success. The project leader must possess technical expertise, leadership skills,
communication skills, and problem-solving skills to handle complex projects. The project
leader must have a strong vision, mission, and strategy for the project and must be
talented to connect this vision effectively to the project team and stakeholders. The
scheme leader must also be able to inspire and inspire the project team to achieve
project goals.
In the case of the Hilti Group project, the project leader must have technical expertise in
the construction industry and must possess strong leadership skills to lead the project
team effectively. The project leader must also have excellent communication skills to
manage stakeholder expectations and must be able to anticipate and mitigate project
risks effectively. To achieve project champions efficiently, the project leader must
recognize individuals who are avid about the scheme and who have the influence to
promote it within the organization. The project leader must also provide project
champions with the resources and support they need to be effective advocates for the
project (Ozcáriz Lindstrom, 2022).
The leader in charge of implementing a cloud-based CRM system must ensure that
sufficient resources are available to prevent delays. These incomes can include
finances, tools and tackle, time, and capable personnel to carry out the necessary
activities. The migration to a new IT system may cause team members to lose
motivation, and the project leader must address any negativity and uncertainty related
to the change. Because this is a large-scale plan, it is essential to keep all investors,
with the large staff, informed throughout the project's life cycle to avoid
misunderstandings, miscommunication, and uncertainty. The Project leader is
accountable for confirming that team members are fully aware of varying needs and
necessities, as well as planned objectives, in order to attain on-time project delivery. If
there are any changes in the plan phases, the Project leader must obtain support from
the board associates and top-level organization before incorporating them into project
activities (Lintz, 2020). 15
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Recommendations
The Project leader has the responsibility of overseeing the project champions and
ensuring that they are aligned with the overall strategic objectives of the project. This
can be achieved by clearly defining the strategic goals and ensuring that they are
communicated effectively to all team members. The project champions can help to
ensure that the project goals related to CRM migration are met by collaborating with the
team and finding solutions to any challenges that may arise. The project leader should
also manage key project activities such as initiation, planning, implementation,
monitoring, and control of the project budget and timeline. E: Advanced Planning and Scheduling The Hilti Group is a global company that offers innovative and high-quality tools,
systems, and services to the construction industry. Advanced planning and scheduling
(APS) is a crucial aspect of Hilti's operations, as it enables the company to optimize its
production, inventory, and distribution processes to meet customer demands efficiently.
Here are some ways Hilti can leverage APS:
1.
Demand forecasting:
Hilti can use historical sales data and market trends to forecast
demand accurately. This will enable the company to plan production, inventory, and
distribution in advance, ensuring that products are available when customers need
them.
2.
Capacity planning:
APS can help Hilti optimize its production capacity by matching
production with demand. This will ensure that Hilti's resources are used efficiently,
reducing waste and increasing productivity.
3.
Inventory optimization:
With APS, Hilti can maintain optimal inventory levels, ensuring
that products are available when customers need them. This will also reduce inventory
holding costs and minimize the risk of stockouts.
4.
Production scheduling: APS can help Hilti schedule production activities efficiently,
reducing lead times and increasing throughput. This will enable Hilti to respond quickly
to changing customer demands.
5.
Distribution planning: APS can help Hilti optimize its distribution network, ensuring that
products are delivered to customers in the most efficient and cost-effective way
16
possible. This will reduce transportation costs and improve customer service (Abdullai
and Nuredini, 2020).
Agile
Agile and Waterfall are two popular project management methodologies that have
been widely used in different industries. Agile emphasizes on flexibility and
adaptability, while Waterfall emphasizes on a structured and sequential approach. In
this response, I will compare the advantages and disadvantages of these two
methodologies and then select the best methodology for a software development
project (Thesing et al., 2021).
Advantages:
Flexibility: Agile is flexible and adjustable to changes, which means that the
project team can make changes in supplies, scope, and design at any point in
the project lifecycle.
Customer Satisfaction: Agile methodology prioritizes customer satisfaction, and
the team involves the customer in the expansion process. This helps to confirm
that the final invention meets customer prospects.
Faster time to market: Agile methodology emphasizes rapid development,
enabling projects to be completed more quickly and reducing the time to
market.
Improved quality: Agile methodology promotes collaboration and continuous
feedback, resulting in a higher-quality final product.
Disadvantages:
Lack of Documentation: Agile methodology is less focused on documentation,
which can lead to a lack of clarity about project requirements and goals.
High Dependency on Team: The achievement of an Agile plan depends on the
skills and capabilities of the project team. If the team is not competent or has
limited experience, it can negatively impact the project outcome.
Waterfall Advantages:
17
Clear Structure: Waterfall methodology provides a clear structure, which
makes it easier to understand project milestones, timelines, and goals.
Predictability: Waterfall methodology is predictable and provides a clear
understanding of project requirements, which can help to manage expectations
and ensure project success.
Documentation: Waterfall methodology emphasizes which helps to confirm that
project requirements and goals are well-defined and understood by all
stakeholders.
Faster time to market: Agile methodology emphasizes rapid development,
enabling projects to be completed more quickly and reducing the time to
market.
Improved quality: Agile methodology promotes collaboration and continuous
feedback, resulting in a higher-quality final product.
Disadvantages:
Rigidity: Waterfall methodology is rigid and does not allow for changes or
changes once a phase is finished. This can lead to project delays and
increased costs.
Customer Involvement: Waterfall methodology does not prioritize customer
participation, which can result in a final product that does not meet customer
prospects.
Limited Flexibility: Waterfall methodology is less flexible than Agile, which can
limit the ability to adapt to changes and unforeseen circumstances (Andrei et
al., 2019).
Recommended methodology I can provide some general information about project management methodologies that
can help guide your decision.
Agile methodology: This approach is characterized by iterative and incremental
development, delivering a product in short sprints. Agile allows for changes in
necessities and priorities as the project developments, ensuring that the final product
meets the customer's needs. Agile is often used in software development but can be
adapted to other industries as well.
18
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Waterfall methodology:
In contrast to Agile, the Waterfall methodology is a linear
method to project management. The project progresses through a series of phases,
including planning, design, growth, testing, and deployment, with each phase
dependent on the achievement of the previous one. This methodology is best suited for
projects with well-defined and stable requirements.
Change management and project organization are two intertwined processes that can
significantly impact the success of an organization's projects. Project management
involves planning, executing, and controlling a project's resources to achieve specific
objectives within a specified timeline and budget. On the other hand, change
management deals with the people side of change and how to prepare, support, and
help individuals and teams to adapt to new circumstances (Solbach, 2021).
Effective change management is critical in ensuring that the transition from the current
state to the desired state is smooth and seamless. Project management, on the other
hand, provides a structured framework for delivering the desired outcome. The two
processes are interdependent because the achievement of the project's delivery
depends on the effective management of the people affected by the project. Therefore,
incorporating change management into a project plan is essential to increase the
project's chances of success.
To advise the CEO of the Hilti Group on how to include change management into the
project in a organized manner, I recommend the Kotter's eight-step change
management model. This model includes making a sense of urgency, building a
coalition, forming a strategic vision, communicating the vision, authorizing others to act
on the vision, creating short-term wins, consolidating gains and producing more change,
and fastening new approaches in the government's culture. Involving people precious
by the project in the change organization procedure is crucial in ensuring their
commitment and support for the project's success. One way to involve them is through
effective communication. Communication should be timely, transparent, and relevant to
ensure that the stakeholders understand the need for the change, the expected
outcomes, and how the change will affect them. Additionally, stakeholders should be
involved in the project's planning, execution, and monitoring stages to ensure their
19
needs and concerns are addressed, and their feedback is incorporated into the project
plan (Gudergan et al., 2022).
An example of a real-life project that incorporated change management and project
management is the merger between DaimlerChrysler. The merger involved two large
companies with different cultures, management styles, and operations. The project
management team used the Kotter's eight-step change management model to develop
a shared vision, align the organization's structure and culture, and develop a
communication strategy that ensured all stakeholders understood the merger's benefits
and potential challenges.
Change management and project management are interdependent processes that
organizations should integrate to ensure successful project delivery. Incorporating
change management into a project plan using the Kotter's eight-step change
management model and involving people affected by the project through effective
communication and stakeholder engagement can increase the project's chances of
success. Real-life examples such as the DaimlerChrysler merger demonstrate the
importance of incorporating change management and project management for
successful project delivery.
The decision to migrate from SAP CRM to Salesforce CRM can be challenging for Hilti
Group's staff who are accustomed to the former system. It can cause resistance and
other issues through the change procedure, which must be effectively achieved by the
project manager. To dazed the resistance to change, an effective change management
plan is necessary, and Kotter's 8-step change classical can be used to achieve this.
The first step in the change management process is to develop an urgency for change
among team members, highlighting the current IT system's problems and opportunities.
The next step involves forming a powerful guiding coalition that consists of change
leaders and stakeholders from different functional departments. The coalition identifies
the weak areas within the team (Gudergan et al., 2022).
After identifying the core business values related with the IT system relocation to
Salesforce CRM, a proper plan and vision should be developed. The change leaders
must communicate the vision to all stakeholders, motivating them to accept the change
and addressing their concerns and issues honestly.
20
Obstacles and barriers associated with the change must be identified, and proactive risk
strategies should be implemented to remove them for a smooth change management
process. Short-term wins should be created for the team members to develop a sense
of victory and motivation at the early phases of the change. Constant improvement in
the change procedure is necessary to achieve success. The project leaders should
share the success of the change process with the team members and stakeholders and
ensure that the change becomes an integral part of the business culture, which helps in
overcoming resistance to future change. Essential support should be providing to new
and current users to enlarge their information related to the change (Ozcáriz Lindstrom,
2022). Conclusion The report recommends that Hilti Group adopts a new Salesforce cloud-based CRM
system to improve customer relationships through efficient project and change
management. The organization should use a scoring model to identify the best project
to pursue and select an appropriate governance structure. Employing the waterfall
project methodology and Kotter's 8-step change model will assist project leaders and
managers in achieving objectives and seamlessly integrating the new IT system while
effectively managing team member and stakeholder feedback.
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Appendix
Self-evaluation
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