Professional Services Methodology
Sales Handoff (Project Charter)
- Establish a commitment between the executive sponsors, project managers, and project team members
- Provide a clear statement of the project and what the team is expected to deliver
- Define the project team roles and responsibilities
- Provide the baseline for project scope
- Define the process for managing scopechanges
Requirements Analysis (Process Flows, Reports, Interfaces, Localizations, gaps, etc.)
- Are best demonstrated using Logical flow diagrams.
- Each Logical diagram should illustrate the actual process in great detail. As these process flows will eventually determine how you design, build and document your implementation.
- Will be used to validate your implementation during user acceptance testing.
Project Plan & Statement of Work
- Project Plan
- Tasks
- Milestones
- Critical Path
- Resources
- Budget
- Timeline (baseline)
- Statement of Work
- Created for overall Project and for each Customization
- Contains Project Overview, Deliverables, Lifecycle, Organizational Structure, Staffing Plan, Resource Requirements, Billing Schedule and ETC…
Design (Layouts, Doc Designs, Preferences, Security, Hardware, Network, etc.) and Build (Fully Configured System)
- For each deliverable it is good practice to have the subject matter experts sign a user acceptance form. This approach will allow you to control scope and issues arising from either insufficient or new requirements.
Issue Management & Change Control
- Issue Management & Change Control
- Identify how issues and changes will be reported, tracked and resolved.
- Weekly meetings should be scheduled to discuss:
- Project deliverables
- Open Issues (Proposed solutions w/ impact to schedule scope and resources)
- Changes (Proposed solutions with impact to schedule scope and resources)
- Next Steps and Deliverables
- Risks
Documentation (User Manuals)
- Test (User test cases)
- Run through process flows and user manuals
- End to end testing including:
- Include full lifecycle of an inventory item
- All documented processes
- Store open and close
- Reports
- Printed documents
- Hardware and Peripherals
- EFT, ECI, EDI
- Interfaces
- etc
- Train the Trainer (Training based on User manuals and Test cases)
- User acceptance (User acceptance sign off)
- Pilot (At Least X number of stores)
- Hyper care
- Issue and change control
- User accpetance
- Rollout (Project Sign off)
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