Sage Project Management

transcript

Focused. On you.

Successful Projects Start with Strong Project Management

July 19, 2017

Today’s Agenda

Welcome & Introduction

Project Organization

Potential Challenges

Project Phases

Master Schedule Management

Action Item Management

• Steering Committee

• Project Managers

• Solution Architects

• Core Team Members

• End Users

Participants

ClientCFO

RKL President

Joe Noll

RKL VP

Tom Tobias

ClientCIO

CORE TEAM

RKL:Customer:

RKL PROJECT MANAGER

ClientPROJECT MANAGER

PROJECT STEERING COMMITTEE

Accounting & Finance,

Distribution (Sales & Purchasing Cycles)

Manufacturing/Subcontracting

Technical

Controller

Warehouse Manager, Client Sat

VP Of Operations

IT Director

Potential Challenges

1. Resistance to change -- Don’t recreate the legacy system in your software. Think “outside the box”.

2. Patience -- How do you eat an elephant? One bite at a time!

3. Communication -- Vital to buy in!

4. Speed -- Focus, good analytical and decision-making skills will help meet the pace.

5. Time commitment and consistent resource availability -- You get out only as much as you put into it.

Concerns & Constraints

Project Phases

1. Project Planning

2. System Design

3. Configuration

4. CRP Testing

5. Training & Dry Run Production

6. Go Live

Project Phases

Project PlanningSystem

DesignConfiguration

Testing

Training &

Dry Run

Production

Go Live

Project Phases

Key Activities – Project Planning

Confirm Project Organization & Steering Committee

Prepare/Schedule Project Workspaces

Kick-Off Project

Procure Hardware/Install Software

Confirm High Level Milestone Schedule

Schedule Business Scoping Workshops

Obtain Approval: Project Management Plan

System

Setup/User

Training

Key Activities – System Design

Business Scoping

• Accounting, Distribution, Manufacturing

Business & Design Requirements –

• Master Data Files, Mapping, and Conversion

• System configuration, logic & transactions

• Inbound/outbound interfaces & data entry & reports

• Security access

Document Risks & Develop Mitigation Plan

Confirm Detail Project Schedule: “Configuration to Go Live

Obtain Approval: System Design, Risk Plan, Schedule

DesignConfiguration

Testing

Training &

Dry Run

Production

Go Live

Project Phases

Key Activities - Configuration

Provide Core Team Training

Load Master Data in Test Database

Configure System

Develop Forms & Reports

Develop Inbound/Outbound Interfaces

Unit Test System Components

Create End-to-end Test Scripts

Obtain Approval: End-to-End Test Scripts

DesignConfiguration

Testing

Training &

Dry Run

Production

Go Live

Project Phases

End-to-End System Testing: “CRP 1 / CRP 2”

Resolve Issues

Prepare End User Training Documentation

DesignConfiguration

Testing

Training &

Dry Run

Production

Go Live

Project Phases

Key Activities - Testing

Key Activities – Training & Go Live Planning

Train End Users

End-to-End System Testing – “Dry Run Production”

Resolve Minor Issues

Develop Standard Operating Procedures

Develop Contingency Plans & Support Protocol

Develop Detail Cut-Over Schedule

Obtain Approval to ‘Go Live’

Design

ConfigurationCRP

Testing

Training &

Go Live

Planning

Go Live

Project Phases

Key Activities – Go Live

Convert Go-Live Data

Go-Live

Implement Support Plan

Analyze Implementation Results

Identify Lessons Learned

Identify Future Needs

Plan Phase II

DesignConfiguration

Testing

Training &

Dry Run

Production

Go Live

Project Phases

Project Planning

System Design

Configuration

Testing

Training

Go Live

Optimization

Generic Milestone Schedule

Focused. On you.

Master Project Schedule Management

• “SmartSheet” web-based tool is used by RKL

– Supports task tracking by responsible person and date in Gantt chart format

– Supports file sharing in secure hosted web environment

• Weekly action item status updates, as provided by core team members to ‘Customer’ and RKL project managers, will be used to update the master project schedule

• Master project schedule status will be reviewed with the Steering Committee on a monthly basis, at a minimum, unless a significant schedule change is identified or expected.

Master Project Schedule Management – “SmartSheet”

Action Item Management

• RKL Project Manager

– Coordinates action item status updates for open RKL core team tasks

• ‘Customer’ Project Manager –

– Coordinates action item status updates for open ‘Customer’ core team tasks

• Key Data Proposed

– See next slide

Action Log – “SmartSheet”

Closing Remarks & Questions

THANK YOU!

Contact RKL eSolutions for additional information or for a copy of our ‘8 Pitfalls of ERP Project Failure’ eBook.

VP of Sage X3 VP of SalesTTobias@rklesolutions.com WGoodfield@rklesolutions.com