Post on 29-Nov-2014
transcript
SAP Business One
Project Team Kickoff Meeting
[Project Name], [Customer Name]
[Project Manager SAP], SAP[Project Manager Customer], [Customer Name]
Customer Logo
SAP AG 2006 – Slide 2
This is just a template presentation. Pleasemake changes to content and order or additions as required.
1. Introduction and Project Goals
2. Project Timeline
3. Project Team Organization
5. Project Team Roles
4. Project Scope
6. Project Procedures
1. Introduction and Project Goals
2. Project Timeline
3. Project Team Organization
5. Project Team Roles
4. Project Scope
6. Project Procedures
SAP AG 2006 – Slide 5
Introduction - customer profile
Short customer profile
…
SAP AG 2006 – Slide 6
Introduction – Project Goals/Key Performance Indicators (KPIs)
Example: Implement SAP Business in order to streamline and standardize applications and processes at [Customer Name]
SAP AG 2006 – Slide 7
ASAP Business One Methodology
Project Methodology
Five phase approach (Project Preparation, Blueprint, Realization, Final Preparation, Go-Live & Support)
Reduced implementation time (2 to 6 weeks)
Defined scope – Leverages SAP best practices
Delivered library of training – accelerate training and testing
Pre-configured business requirements
Focus on rolling out targeted blocks of functionality
SAP AG 2006 – Slide 8
ASAP Business One Methodology
ASAP Business One - Implementation CycleASAP Business One - Implementation Cycle
RealizationRealization Final Preparation
Final Preparation
Go Live & Support
Go Live & Support
BlueprintBlueprintProject Preparation
Project Preparation
Time
Go-Live
Projectkick-offStart
Plan project
Set up Implementation standards and procedures
Execute kick-off
System setup (DEV&QA)
Production hardware installation
Quality check: Project preparation
Monitor live environment
Close open issues
Start long term support plan
Quality check: Go Live
Project closing
Refine cutover plans
Establish long term support plan
Train end users and administrators
Create & staff help desk
System management
Execute cutover
Quality check: Final preparation
Start of production
Validate organizational configuration
Validate business processes
Realize delta requirements
Conduct organizational change management
Planning for production support and cutover
Run Integration & acceptance test
Plan end user training
Internal review
Define system environment
Gather business requirements
Collect configuration needs
Prepare issue and change log
Document training and testing plan
1. Introduction and Project Goals
2. Project Timeline
3. Project Team Organization
4. Project Scope
5. Project Team Roles
6. Project Procedures
SAP AG 2006 – Slide 10
Project Timeline
2006 2007
Phase Description 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1
0. Project Preparation
1. Phase 1
1.a. …
1.b. …
1.c. …
1.d. …
1.e. …
2. Phase 2
2.a. …
2.b. …
2.c. …
2.d. …
2.e. …
2.f. …
3. Phase 3
3.a. …
3.b. …
3.c. …
4. Project Closing
4.a. …
Insert ASAP Business One Project Plan
1. Introduction and Project Goals
2. Project Timeline
3. Project Team Organization
4. Project Scope
5. Project Team Roles
6. Project Procedures
SAP AG 2006 – Slide 12
PM
Su
b-
pro
jec
t…
…
Project Organization
Name
Name
Name
Name
...
Name
Name
Name
...
Name
Name
Name
...
Name
Name
Name
...
Name Name
Name Name Name Name
Name
SAP AG 2006 – Slide 13
Members of the Steering Committee (if applicable)
Customer … … … … … … … … …
SAP … …
Reporting Project Manager
… …
SAP AG 2006 – Slide 14
Responsibilities of the Steering Committee (SC)
The SC is responsible for project control and project coordination as well as for efficient technical and organizational decision-making.
In SC meetings, project management reports on the project status and introduces relevant issues that have to be decided by the SC.
The SC assures that resources necessary for the project‘s success are available.
The SC is the last escalation level for issues and problems (conflict management).
The SC is responsible for budget release and assumes highest-level costs and budget control.
The SC is responsible for final inspection and approval of all project results.
…
SAP AG 2006 – Slide 15
Responsibilities of the Project Manager (PM)
The PM is responsible for the overall execution and success of the project.
The PM executes technical and operational project management. The PM is responsible for the coordination of technical and operational
interfaces. The PM is responsible for risk management. The PM effectively schedules, organizes, and moderates project
meetings. The PM monitors and tracks overall progress and results of the
project. The PM efficiently communicates and coordinates with the Steering
Committee. …
SAP AG 2006 – Slide 16
Customer Project Responsibilities: Summary
Customer activities and responsibilities are organized by project phase.
Before and during each project phase, certain activities have to be executed by the customer in order to allow for timely progress of the overall project.
SAP AG 2006 – Slide 17
Prior to Project Start
Customer Project Manager: Manage customer project resources Coordinate data cleansing and preparation plans Participate in technical environment planning Ensure timely procurement of hardware
Customer Technical Team Members: Participate in technical environment planning Attend recommended technical training Extract data from legacy systems
Customer Business Team Representatives: Data cleansing Data preparation
SAP AG 2006 – Slide 18
Project Preparation
Customer Project Manager: Review project plans and activities with SAP project manager Communicate project status to executive project sponsor and project team Manage customer project resources Manage issue resolution process Review training/change management guide Coordinate technical environment set up
Customer Technical Team Members: Work with technical consultant on installation of sandbox system
Customer Business Team Representatives: Data cleansing Data preparation
SAP AG 2006 – Slide 19
Blueprint
Customer Project Manager: Monitor project progress with SAP project manager Communicate project status to executive project sponsor and project team Manage customer project resource availability for requirements gathering Manage issue resolution with SAP project manager
Customer Business Team Representatives: Work with SAP consulting team to document business processes and customization
requirements Work with SAP consulting team to document data migration requirements Review blueprint document
Customer Technical Team Members: Verify feasibility of data migration and business requirements
SAP AG 2006 – Slide 20
Realization
Customer Project Manager: Monitor project progress with SAP project manager Communicate project status to executive project sponsor and project team Manage customer project resources Identify and map users to training courses Manage issue resolution with SAP project manager Work with SAP project manager to develop detailed test plan Work with SAP project manager to develop internal support plan Work with SAP project manager to develop detailed cutover plan
Customer Business Team Representatives: Work with SAP consulting team to test data load programs and procedures Perform business process unit testing Document company specific business procedures Work with SAP consultants to develop integration test plans
Customer Technical Team Members: Administrate system, database, network, operating systems, and authorizations Work with technical consultant on installation of production environment
SAP AG 2006 – Slide 21
Final Preparation
Customer Project Manager: Monitor Project progress with SAP project manager. Communicate project status to project sponsor and project team Manage customer project resources Manage issue resolution with SAP project manager Work with SAP project manager on cutover Roll out and monitor end-user training Coordinate internal support
Customer Business Team Representatives: Test and document integrated business processes Work with SAP consultants on preparing and executing cutover plan Support users at Go-live
Customer Technical Team Members: Administrate system, database, network, operating systems, and authorizations Work with technical consultant on installation of production environment
SAP AG 2006 – Slide 22
Go Live & Support
Customer Project Manager: Manage cutover procedures and sign off Manage customer project resources Manage issue resolution Manage transition to ongoing support plan
Customer Business Team Representatives: Support users at Go-live
Customer Technical Team Members: System administration tasks Database administration tasks Network administration tasks Operating System administration tasks Authorization administration tasks
1. Introduction and Project Goals
2. Project Timeline
3. Project Team Organization
4. Project Scope
5. Project Team Roles
6. Project Procedures
SAP AG 2006 – Slide 24
Project Scope
In order to allow for timely project completion, a detailed project scope with regards to implemented functionality is imperative.
The initial scope of the SAP Business One implementation project based on ASAP Business One methodology includes core data and transactional functions required for business operations.
After initial go-live, additional features and functions may be implemented subsequent to careful requirements and gap analysis.
Changes to scope need to be documented using the ‘Change Request’ form.
SAP AG 2006 – Slide 25
Initial Project Scope
Conduct live demo of SAP Business One core functionalities before discussing scope in detail
SAP AG 2006 – Slide 26
Initial Project Scope (in scope)
Migration of business partner and item data from legacy system to SAP Business One
Migration of open balances from legacy system to SAP Business One
Basic system initialization and company setup
Implement chart-of-accounts, GL, AP, AR, banking
Implement sales opportunity and sales modules
Implement purchasing module
Implement inventory, production, and MRP modules (For non-service businesses)
Enable core SAP Business One reporting functionality including XL Reporter with pre-delivered templates
Enable basic faxing, printing, emailing from SAP Business One
SAP AG 2006 – Slide 27
Initial Project Scope (out of scope)
Enable enhanced reporting with queries
Enable UI enhancements with UDF, UDT, UDO as well as formatted searches
Activate alerts and approval procedures
Enhancements requiring use of SDK
Integration of non-standard XL Reporter templates
Integration of e-Commerce and web-based CRM
Implementation of other SAP and ISV add-ons, such as MS Outlook Integration
1. Introduction and Project Goals
2. Project Timeline
3. Project Team Organization
4. Project Scope
5. Project Team Roles
6. Project Procedures
SAP AG 2006 – Slide 29
Project Team Kickoff Meeting - Project Roles
Project Roles
• Customer Project Manager
• SAP Project Manager
• Customer Functional Team Member
• SAP Functional Consultant
• Customer Technical Team Member (Basis)
• SAP Basis Consultant
• SAP Tools Consultant
• Customer Trainer / Org Change Member
• Customer Extended Team Member
1. Introduction and Project Goals
2. Project Timeline
3. Project Team Organization
4. Project Scope
5. Project Team Roles
6. Project Procedures
SAP AG 2006 – Slide 31
Project Team Kickoff Meeting – Project Procedures
PROJECT PROCEDURES Issue Management
Definition – an issue is anything that will impede project progress. Recording – use pre-delivered issue log to log and monitor project issues
Documentation Standards Storage – all project documentation should reside on a shared network
drive Use pre-delivered templates when available Use customer specific working documents when template is not available
SAP AG 2006 – Slide 32
Project Documentation
Saving in the project documentation directory Project documentation not saved in the project documentation directory
is classified as non-existent.
Project members‘ duty to gather information Every project member is obliged to actively gather the needed
information.
Naming conventions All project documentation has to follow the naming conventions and must
be saved in the specified directory folders.
Templates Providing for the project documentation uniformity, the given templates
have to be used.
SAP AG 2006 – Slide 33
Project Controlling
The labor time of consultants is registered in an activity report which will be delivered to the customer on a weekly basis for signing.
Reporting and filing takes place at project management.