WGU E062
Applied Project Management Capstone
TASK 1 - CAPSTONE PROPOSAL / PROSPECTUS
Northstar Home Services Cloud CRM Implementation
Student Name [Student Name]
Student ID [Student ID]
Course E062 - Applied Project Management Capstone
Submission Task 1 - Project Proposal / Prospectus
Rubric-aligned model submission using a fictional organization and internally consistent project assumptions.
WGU E062 - Task 1 Capstone Proposal | Page 1
,Rubric Alignment Map
This proposal is organized in the same linear A-G sequence supplied for E062 Task 1 so that each
criterion can be evaluated independently. Supporting detail is intentionally placed under the
relevant rubric heading rather than scattered across unrelated sections.
Rubric Section Evidence Included
Organization, project title, executive
A Project Proposal Profile summary, objectives and success
criteria
Problem statement, strategic
B Business Case & Justification alignment, measurable business
value and approval rationale
In-scope work, out-of-scope
C Project Scope Statement boundaries, deliverables,
assumptions and constraints
Stakeholder identification, authority,
D Stakeholder Analysis interests, responsibilities and
engagement needs
Hybrid framework justification and
E Project Methodology
lifecycle execution approach
16-week baseline schedule,
F Timeline & Milestones milestone dates, outputs and
acceptance points
Professional Communication & Professional presentation, citation
G
Sources approach and references
Project Baseline at a Glance
Northstar Home Services will implement a cloud-based CRM for 22 sales, customer-care,
marketing, and operations users over 16 weeks with an authorized project budget of $96,000. The
project will centralize customer and lead data, standardize follow-up workflows, migrate
approximately 12,500 active records, train users, and transition the system into operations.
A. Project Proposal Profile
A1. Company Information
Northstar Home Services (NHS) is a fictional, privately owned regional provider of residential
heating, ventilation and air-conditioning (HVAC), plumbing, and electrical services. The company
serves homeowners and small property-management firms across three neighboring metropolitan
areas. NHS has approximately 85 employees and maintains about 9,000 active customer accounts,
with seasonal lead volumes that increase significantly during peak heating and cooling periods.
WGU E062 - Task 1 Capstone Proposal | Page 2
, The organization uses a functional structure. The chief operating officer (COO) oversees customer
operations, field-service coordination, and administrative support. The sales manager supervises a
six-person sales team; the customer-care manager supervises eight customer-service
representatives; the marketing coordinator manages demand-generation campaigns; and the IT lead
supports business applications, user access, endpoint security, and vendor coordination. Accounting
and dispatch functions use separate operational systems that will remain outside the CRM project
unless a limited data interface is explicitly approved through change control.
NHS has grown faster than its information-management processes. Customer and lead information
is currently distributed across shared spreadsheets, individual email inboxes, contact lists, and
department-specific files. Because ownership of records and follow-up activities is not consistently
visible across teams, management cannot reliably view the complete customer lifecycle from initial
inquiry through sale and post-service follow-up. The proposed CRM project addresses this operating-
model gap by creating a controlled, centralized platform for customer and lead relationship
management.
A2. Project Title & Summary
Project Title: Northstar Home Services Cloud CRM Implementation
Executive Summary: Northstar Home Services proposes a 16-week project to select, configure, test,
and deploy a cloud-based customer relationship management (CRM) platform for 22 designated
users across sales, customer care, marketing, and operations. The project will replace fragmented
spreadsheets and ad hoc contact-tracking practices with a centralized system that provides a single
source of truth for customer profiles, leads, follow-up activities, communication history, pipeline
status, and management reporting.
The project will include requirements validation, solution configuration, data cleansing and
migration, approved email/calendar integration, role-based access configuration, user acceptance
testing (UAT), end-user training, go-live support, and operational transition. The authorized
planning budget is $96,000. The project will use a hybrid delivery model: predictive stage gates will
govern scope, budget, approvals, and transition, while short iterative configuration cycles will allow
end users to review workflows before final acceptance.
Project Goal
Implement a secure, usable CRM solution by the end of week 16 that centralizes customer and
lead information, enables standardized follow-up workflows, and provides management with
reliable pipeline and service-relationship reporting without disrupting core field-service
operations.
The project will be considered successful when the following measurable outcomes are achieved:
At least 95% of migrated customer and lead records pass validation for required fields,
ownership, and duplicate controls at go-live.
100% of the 22 designated users complete role-based CRM training before production access is
granted.
At least 90% of designated users are actively using the CRM within 30 days of go-live, measured
by weekly login and activity reports.
WGU E062 - Task 1 Capstone Proposal | Page 3
Applied Project Management Capstone
TASK 1 - CAPSTONE PROPOSAL / PROSPECTUS
Northstar Home Services Cloud CRM Implementation
Student Name [Student Name]
Student ID [Student ID]
Course E062 - Applied Project Management Capstone
Submission Task 1 - Project Proposal / Prospectus
Rubric-aligned model submission using a fictional organization and internally consistent project assumptions.
WGU E062 - Task 1 Capstone Proposal | Page 1
,Rubric Alignment Map
This proposal is organized in the same linear A-G sequence supplied for E062 Task 1 so that each
criterion can be evaluated independently. Supporting detail is intentionally placed under the
relevant rubric heading rather than scattered across unrelated sections.
Rubric Section Evidence Included
Organization, project title, executive
A Project Proposal Profile summary, objectives and success
criteria
Problem statement, strategic
B Business Case & Justification alignment, measurable business
value and approval rationale
In-scope work, out-of-scope
C Project Scope Statement boundaries, deliverables,
assumptions and constraints
Stakeholder identification, authority,
D Stakeholder Analysis interests, responsibilities and
engagement needs
Hybrid framework justification and
E Project Methodology
lifecycle execution approach
16-week baseline schedule,
F Timeline & Milestones milestone dates, outputs and
acceptance points
Professional Communication & Professional presentation, citation
G
Sources approach and references
Project Baseline at a Glance
Northstar Home Services will implement a cloud-based CRM for 22 sales, customer-care,
marketing, and operations users over 16 weeks with an authorized project budget of $96,000. The
project will centralize customer and lead data, standardize follow-up workflows, migrate
approximately 12,500 active records, train users, and transition the system into operations.
A. Project Proposal Profile
A1. Company Information
Northstar Home Services (NHS) is a fictional, privately owned regional provider of residential
heating, ventilation and air-conditioning (HVAC), plumbing, and electrical services. The company
serves homeowners and small property-management firms across three neighboring metropolitan
areas. NHS has approximately 85 employees and maintains about 9,000 active customer accounts,
with seasonal lead volumes that increase significantly during peak heating and cooling periods.
WGU E062 - Task 1 Capstone Proposal | Page 2
, The organization uses a functional structure. The chief operating officer (COO) oversees customer
operations, field-service coordination, and administrative support. The sales manager supervises a
six-person sales team; the customer-care manager supervises eight customer-service
representatives; the marketing coordinator manages demand-generation campaigns; and the IT lead
supports business applications, user access, endpoint security, and vendor coordination. Accounting
and dispatch functions use separate operational systems that will remain outside the CRM project
unless a limited data interface is explicitly approved through change control.
NHS has grown faster than its information-management processes. Customer and lead information
is currently distributed across shared spreadsheets, individual email inboxes, contact lists, and
department-specific files. Because ownership of records and follow-up activities is not consistently
visible across teams, management cannot reliably view the complete customer lifecycle from initial
inquiry through sale and post-service follow-up. The proposed CRM project addresses this operating-
model gap by creating a controlled, centralized platform for customer and lead relationship
management.
A2. Project Title & Summary
Project Title: Northstar Home Services Cloud CRM Implementation
Executive Summary: Northstar Home Services proposes a 16-week project to select, configure, test,
and deploy a cloud-based customer relationship management (CRM) platform for 22 designated
users across sales, customer care, marketing, and operations. The project will replace fragmented
spreadsheets and ad hoc contact-tracking practices with a centralized system that provides a single
source of truth for customer profiles, leads, follow-up activities, communication history, pipeline
status, and management reporting.
The project will include requirements validation, solution configuration, data cleansing and
migration, approved email/calendar integration, role-based access configuration, user acceptance
testing (UAT), end-user training, go-live support, and operational transition. The authorized
planning budget is $96,000. The project will use a hybrid delivery model: predictive stage gates will
govern scope, budget, approvals, and transition, while short iterative configuration cycles will allow
end users to review workflows before final acceptance.
Project Goal
Implement a secure, usable CRM solution by the end of week 16 that centralizes customer and
lead information, enables standardized follow-up workflows, and provides management with
reliable pipeline and service-relationship reporting without disrupting core field-service
operations.
The project will be considered successful when the following measurable outcomes are achieved:
At least 95% of migrated customer and lead records pass validation for required fields,
ownership, and duplicate controls at go-live.
100% of the 22 designated users complete role-based CRM training before production access is
granted.
At least 90% of designated users are actively using the CRM within 30 days of go-live, measured
by weekly login and activity reports.
WGU E062 - Task 1 Capstone Proposal | Page 3
