{"id":367,"date":"2022-01-25T10:58:30","date_gmt":"2022-01-25T10:58:30","guid":{"rendered":"https:\/\/www.cybermedian.com\/pl\/?p=367"},"modified":"2025-02-18T14:39:15","modified_gmt":"2025-02-18T06:39:15","slug":"what-is-project-initiation-document-pid-using-why-what-how-when-who-template","status":"publish","type":"post","link":"https:\/\/www.cybermedian.com\/pl\/what-is-project-initiation-document-pid-using-why-what-how-when-who-template\/","title":{"rendered":"Czym jest Dokument Inicjacji Projektu (PID)? U\u017cycie szablonu Dlaczego-Co-Jak-Kiedy-Kto"},"content":{"rendered":"

\u00a0Dokumentacja Inicjacji Projektu<\/strong>\u00a0(PID<\/strong>)\u200a\u2014\u200ajeden z najwa\u017cniejszych artefakt\u00f3w w zarz\u0105dzaniu projektami, kt\u00f3ry stanowi podstaw\u0119 dla projektu biznesowego.<\/p>\n

\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a-<\/p>\n

Przyk\u0142adowy Dokument Inicjacji Projektu<\/h4>\n

Dokument Inicjacji Projektu\u200a\u2014\u200aProjekt Modernizacji Obs\u0142ugi Klienta<\/p>\n

POTRZEBA BIZNESOWA (DLACZEGO)<\/h4>\n

Obecnie dzia\u0142 obs\u0142ugi klienta wykonuje wiele manualnej pracy. Ka\u017cda osoba w zespole CS sp\u0119dza wi\u0119cej ni\u017c jeden dzie\u0144 w tygodniu zajmuj\u0105c si\u0119 papierkow\u0105 robot\u0105, podczas gdy g\u0142\u00f3wnym celem powinna by\u0107 interakcja z klientem. \u015aledzenie zam\u00f3wie\u0144, zapyta\u0144 i skarg jest trudne, a wiele czasu sp\u0119dza si\u0119 na r\u0119cznym zbieraniu informacji, aby raportowanie mog\u0142o zosta\u0107 zako\u0144czone. Odbieraj\u0105c telefon, agent obs\u0142ugi klienta nie jest w stanie zobaczy\u0107 wszystkich ostatnich zam\u00f3wie\u0144, zapyta\u0144 i skarg dla danego klienta, wi\u0119c klienci cz\u0119sto musz\u0105 powtarza\u0107 informacje w zale\u017cno\u015bci od tego, z kim rozmawiaj\u0105.<\/p>\n

Dodatkowo, nie ma powi\u0105zania mi\u0119dzy systemami CS a systemami magazynowymi, wi\u0119c ka\u017cdego dnia zesp\u00f3\u0142 dostaw produkt\u00f3w musi odbiera\u0107 wiele telefon\u00f3w, aby osoby przyjmuj\u0105ce zam\u00f3wienia mog\u0142y sprawdzi\u0107, czy s\u0105 wystarczaj\u0105ce zapasy do zrealizowania zam\u00f3wienia przed jego z\u0142o\u017ceniem. Klienci r\u00f3wnie\u017c przekazali przez zespo\u0142y sprzeda\u017cy i swoje kontakty w obs\u0142udze klienta, \u017ce chcieliby mie\u0107 mo\u017cliwo\u015b\u0107 sk\u0142adania zam\u00f3wie\u0144 oraz rejestrowania zapyta\u0144 i skarg online lub za po\u015brednictwem e-maila, zamiast dzwoni\u0107 do organizacji za ka\u017cdym razem.<\/p>\n

CELE PROJEKTU (CO)<\/h4>\n

DO: zmodernizowa\u0107 procesy i systemy obs\u0142ugi klienta<\/p>\n

W SPOS\u00d3B, KT\u00d3RY:<\/p>\n

    \n
  • eliminuj\u0105c r\u0119czne prace poprawkowe z proces\u00f3w i procedur<\/li>\n
  • efektywnie \u0142\u0105cz\u0105c systemy zam\u00f3wie\u0144, magazynowe i zapyta\u0144 klient\u00f3w<\/li>\n
  • zapewnia odpowiednie raportowanie i \u015bledzenie zam\u00f3wie\u0144, zapyta\u0144 i skarg klient\u00f3w<\/li>\n
  • umo\u017cliwia klientom interakcj\u0119 za po\u015brednictwem telefonu, e-maila lub telefonu internetowego, zar\u00f3wno w celu nawi\u0105zania pierwszego kontaktu, jak i sprawdzenia aktualizacji<\/li>\n<\/ul>\n

    ABY: Satysfakcja klient\u00f3w wzros\u0142a do poziomu 60%, a koszty operacyjne zmniejszy\u0142y si\u0119 o 20 000 USD rocznie.<\/p>\n

    WYNIKI PROJEKTU (JAK)<\/h4>\n
      \n
    • ocena i rekomendacja, czy wdro\u017cy\u0107 og\u00f3lne rozwi\u0105zanie CRM, czy zbudowa\u0107 je wewn\u0119trznie<\/li>\n
    • analiza istniej\u0105cych proces\u00f3w i procedur obs\u0142ugi klienta oraz rekomendacja ulepsze\u0144<\/li>\n
    • wdro\u017cenie rozwi\u0105zania CRM zgodnie z nowymi procesami i wymaganiami<\/li>\n
    • interfejsy do nowego systemu CRM z systemu magazynowego i innych istniej\u0105cych system\u00f3w<\/li>\n
    • strona internetowa skierowana do klient\u00f3w oraz adres e-mail do rejestrowania zam\u00f3wie\u0144, zapyta\u0144 i skarg, a tak\u017ce do aktualizacji statusu<\/li>\n<\/ul>\n

      SZACOWANY HARMONOGRAM (KIEDY)<\/h4>\n

      Poniewa\u017c nale\u017cy wykona\u0107 znaczn\u0105 prac\u0119 badawcz\u0105 i analityczn\u0105, istnieje wiele niepewno\u015bci co do tego, jak d\u0142ugo potrwa ten projekt. Rekomendacja to ustalenie terminu dla pierwszych dw\u00f3ch wynik\u00f3w (okre\u015blenie, czy kupi\u0107, czy zbudowa\u0107 rozwi\u0105zanie CRM oraz analiza i rekomendacja zmian w procesach i procedurach dzia\u0142u obs\u0142ugi klienta) na 1 marca (za dwa miesi\u0105ce). W tym momencie zostanie przedstawiony plan dalszej pracy do przegl\u0105du przez Zarz\u0105d Projektu.<\/p>\n

      ORGANIZACJA PROJEKTU (KTO)<\/h4>\n
      Schemat organizacyjny projektu<\/figcaption><\/figure>\n

      \u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014\u200a\u2014 \u2014<\/p>\n

      Zautomatyzuj sw\u00f3j proces zarz\u0105dzania projektem<\/strong><\/p>\n

      Thomas Carlyle, znany historyk i autor, stwierdzi\u0142,<\/p>\n

      \n

      \u201eCz\u0142owiek jest zwierz\u0119ciem u\u017cywaj\u0105cym narz\u0119dzi. Bez narz\u0119dzi jest niczym, z narz\u0119dziami jest wszystkim.\u201d<\/p>\n<\/blockquote>\n

      W miar\u0119 jak \u015bwiat staje si\u0119 coraz bardziej z\u0142o\u017cony, jeszcze wa\u017cniejsze jest, aby ludzie rozwijali i u\u017cywali narz\u0119dzi, szczeg\u00f3lnie do zarz\u0105dzania wa\u017cnymi projektami. Zautomatyzowane narz\u0119dzia i techniki zarz\u0105dzania projektami wspieraj\u0105 mened\u017cer\u00f3w projekt\u00f3w i ich zespo\u0142y w realizacji pracy szybciej, lepiej i \u0142atwiej.<\/p>\n

      <\/figure>\n","protected":false},"excerpt":{"rendered":"

      The project imitation document defines the project scope, management, and overall success criteria that the team can look back on during the project. It contains basic information about the project, such as context, scope, team and collaboration. It is equally important as an internal guide and an external stakeholder<\/p>\n","protected":false},"author":1,"featured_media":2752,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","footnotes":""},"categories":[7],"tags":[52,63,62,53],"class_list":["post-367","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pmbok-project-management","tag-cn-done","tag-es-done","tag-ja-done","tag-tw-done"],"yoast_head":"\nCzym jest Dokument Inicjacji Projektu (PID)? 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