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Launch meeting < Customer name >
Sage ERP X3 Standard EditionImplementation ProjectLocation: <PLACE>Date: <DATE>
Launch meetingAgenda
• Presentations• Context• Presentation of Sage ERP X3 Standard Edition• Methodology• Project participants• Presentation of the RACI• Planning• Schedule
Launch meetingAgenda
• Presentations• Context• Presentation of Sage ERP X3 Standard Edition• Methodology• Project participants• Presentation of the RACI• Planning• Schedule
Launch meetingAgenda
• Presentations• Context• Presentation of Sage ERP X3 Standard Edition• Methodology• Project participants• Presentation of the RACI• Planning• Schedule
Launch meetingContract overview
Implementation contract approval Date and signature
Approved by Signatory's name
Number of Users # users
Type of Suite Distribution / Manufacturing
Options purchased on the product range
Yes/No
Contract Type Time-and-Materials / Fixed cost
Project Quality Plan validated by customer
Yes/No
Sales presentation completed Yes/No
Majority of model PI001 completed Yes/No
Go-Live target date MM/DD/YY
< To be completed >
Launch meeting Customer expectations
• Sage ERP X3 Standard Edition, customer reasons for their choice– …– …– …
• Sage ERP X3 Standard Edition, customer goals– …– …– …
• Sage ERP X3 Standard Edition, customer commitment– …– …– …
< To be completed >
Launch meetingAgenda
• Presentations• Context• Presentation of Sage ERP X3 Standard Edition• Methodology• Project participants• Presentation of the RACI• Planning• Schedule
Launch meetingSage ERP X3 Standard Edition, Presentation of a solution
• Sage ERP X3 Standard Edition, a functional solution– Developed on the basis of our product expertise– Based on a preliminary setup and configuration– Designed around predefined functional roles– Simple to learn and use through role-based process flows– Adaptable to the company’s specific business rules– Support for focused customization, where necessaryUse reliable solutions
• Sage ERP X3 Standard Edition, an implementation solution– Designed and developed on the basis of our experience– Based on adapted methodologies– Supported by specifically designed toolsSupervise your project
Easy
Fast
Launch meetingSage ERP X3 Standard Edition, Presentation of a Solution
• Sage ERP X3 Standard Edition also means …– Using a solution … not designing it
• Accepting the preliminary setup• Choosing between available options• Getting familiar with the standard processes and functionalities• Structuring your data• Training your employees
– Complying with commitments ... and thus controlling lead-times and budgets
• Applying the Project Quality Plan• Identifying Project Team and Key Users• Preparing the consultants interventions• Complying with the assigned intervention framework of consultants• Making informed decisions quickly
Economica
l
Launch meetingAgenda
• Presentations• Context• Presentation of Sage ERP X3 Standard Edition• Methodology• Project participants• Presentation of the RACI• Planning• Schedule
Launch meetingMethodology: Phases and Milestones
Proj
ect L
aunc
h
Sign
-off
on T
arge
t So
lutio
n D
escr
iptio
n
Inst
alla
tion
of
Targ
et S
olut
ion
Sign
-off
on
Targ
et S
olut
ion
Sign
-off
on F
inal
Pr
oduc
tion
Testing TrainingImplementationScoping Support
Sign
-off
on G
o-Li
ve P
lan
Steering the project
Launch meetingMethodology: Phases of the Project
Launch Meeting Configuration of Target Solution
Project Team Training
Adjustments to Target Description
Development Procedures
Functional Overviews
DataMigration
End-UserTraining
ProductionStart-up
ScopingInterviews
AcceptanceTesting
Start-upAssistance
Preparation of Target Description
Sign-off on Target Solution
Description
Installation of Target Solution
Sign-off on Target Solution
Sign-off onGo-Live Plan
Sign-off onFinal Production
Testing TrainingImplementationScoping Support
Launch meetingMethodology: Phase Tools
Sales Presentation template
Descriptionof Target Solution
Target Solution Target Solution CustomerStart-up Procedure
Project Preparation tools
Data Migration Kit Descriptionof Target Solution
Final Descriptionof Target Solution
Data Migration Kit
Launch Meetingtemplate
Installation Procedures
Data Migration Kit SupportSteering Committee
No. 3
Final Descriptionof Target Solution
Functional Overview templates
(Getting Started)
Acceptance Testing Report
Standard Start-up Procedure
SupportSteering Committee
No. 4Scoping Interview
templatesSupport
Steering Committee No. 2
Data Migration Kit
Descriptionof Standard Solution
SupportSteering Committee
No. 1
Testing TrainingImplementationScoping Support
Launch meetingMethodology: Deliverables by Phase
Sales Presentation Sign-off
Target solutionadaptation
Attendance SheetSign-offs
Training report Assistance report for
Customer Start-upRACI
Sign-offTarget solution
installationAssistance report for Data Migration
Report SC03Sign-off
Report SC03Sign-off
Launch MeetingReport Sign-off
.
Minutes No. 2Sign-off
Acceptance Testing Report Sign-off
Minutes No. 4Sign-off
Minutes No. 5Sign-off
Attendance SheetSign-offs
Target SolutionInstallation Sign-off
Start-up procedure review and Sign-off
Presentation forms signed-off
Assistance report for Customer
Acceptance Testing
Report SC01Sign-off
Report SC02Sign-off
Minutes No. 1Sign-off
Minutes No. 3Sign-off
Testing TrainingImplementationScoping Support
Launch meetingAgenda
• Presentations• Context• Presentation of Sage ERP X3 Standard Edition• Methodology• Project participants• Presentation of the RACI• Planning• Schedule
Launch meetingProject participants: Resource Assignment
Project Manager Consultant's name
STEERING Project Manager Name of Project ManagerDBA Name of Key-User
Consultant Consultant's name
FINANCE Chief Accountant Name of Key-UserAccounts Receivable Name of Key-UserAccounts Payable Name of Key-User
Consultant Consultant's name
Design/Methods Name of Key-UserPlanning/Scheduling Name of Key-UserShop Floor Manager Name of Key-UserCost Controller Name of Key-User
MANUFACTURING
Consultant Consultant's name
Buyer Name of Key-UserMaterial Buyer Name of Key-UserBusiness Name of Key-UserSales Administration Name of Key-User
DISTRIBUTION
Stock Manager Name of Key-User
< To be completed >
Warehouse Keeper Name of Key-User
Launch meetingProject participants: Steering Committee
Project Manager Name of Project Manager
Project Manager Name
General Management Name
Financial Management Name
Sales Management Name
Production Management Name
Informatics Management Name
STEERING COMMITTEE
< To be completed >
Launch meetingAgenda
• Presentations• Context• Presentation of Sage ERP X3 Standard Edition• Methodology• Project participants• Presentation of the RACI• Planning• Schedule
Launch meetingPresentation of the RACI
• Description of responsibilities by profile– For the Customer– For the Integrator– By tasks to be carried out
• What does RACI stand for?– R for Responsible– A for Accountable– C for Consulted– I for Informed
• Link to the RACI for presentation < to be updated >
Launch meetingAgenda
• Presentations• Context• Presentation of Sage ERP X3 Standard Edition• Methodology• Project participants• Presentation of the RACI• Planning• Schedule
Launch meetingPlanning: Defining the project milestones
MM/DD/YY MM/DD/YY MM/DD/YY MM/DD/YY MM/DD/YY MM/DD/YY
< To be completed >
Testing TrainingImplementationScoping Support
Proj
ect l
aunc
h
Sign
-off
on T
arge
t So
lutio
n D
escr
iptio
n
Inst
alla
tion
of T
arge
t So
lutio
n
Sign
-off
on T
arge
t So
lutio
n
Sign
-off
on F
inal
Pr
oduc
tion
Sign
-off
on G
o-Li
ve P
lan
Launch meetingPlanning: Integration workload by phase
Steering: 5 daysTechnical help: 12 days
Proj
ect l
aunc
h
Sign
-off
on T
arge
t So
lutio
n D
escr
iptio
n
Inst
alla
tion
of T
arge
t So
lutio
n
Sign
-off
on T
arge
t So
lutio
n
Sign
-off
on F
inal
Pr
oduc
tion
Testing TrainingImplementationScoping Support
Sign
-off
on G
o-Li
ve
Plan
12 days 6 days 9 days 0 days 6 days
< To be completed > < To be completed > < To be completed > < To be completed > < To be completed >
5 weeks 3 weeks 9 weeks 4 weeks 3 weeks
Consultants
Customers
Deadline
Example of manufacturing suite < To be completed >
Launch meetingAgenda
• Presentations• Context• Presentation of Sage ERP X3 Standard Edition• Methodology• Project participants• Presentation of the RACI• Planning• Schedule
Launch meetingSchedule: Functional Overviews
< To be updated >
• Availability of key users• Prior reading of the Description of Standard
Solution (SC001)– On concerned domains– On concerned modules
Replace this with a snapshot and link to the updated PI001-5 tab in the PI001 (Preparing the Project) spreadsheet
Launch meetingSchedule: Scoping Interviews – List of interviews
< To be updated >
• Interview list prepared – With the Customer Project Manager– Based on the sales presentation
Replace this with a snapshot and link to the updated PI001-7 tab in the PI001 (Preparing the Project) spreadsheet
Launch meetingSchedule: Scoping Interviews - Planning
< To be updated >
Replace this with a snapshot and link to the updated PI001-6a or PI001-6b tab in the PI001 (Preparing the Project) spreadsheet, depending on the suite type
Launch meetingSchedule: next contractual deadlines
1 – Delivery of Target Solution Description MM/DD/YY
2 – Delivery of Target Solution Description Sign-off MM/DD/YY
Testing TrainingImplementationScoping Support1 2
< To be updated >
Proj
ect l
aunc
h
Sign
-off
on T
arge
t So
lutio
n D
escr
iptio
n
Inst
alla
tion
of T
arge
t So
lutio
n
Sign
-off
on T
arge
t So
lutio
n
Sign
-off
on F
inal
Pr
oduc
tion
Sign
-off
on G
o-Li
ve
plan
Launch meetingReport
< To be updated >
Date of launch meeting report update following the remarks
MM/DD/YY
Report completed
Sent to customerMM/DD/YY
Validation by Steering Committee No. 1 Two copies submitted to the customer and integrator
MM/DD/YY
Customer signatory : Signatory title: Customer Initials
Integrator signatory : Signatory title: Integrator initials