Scoping Assessment Eduardo Melo
Engagement ManagerProseware, Inc.
Contoso, LtdMicrosoft Dynamics CRM Solution
• Review Objectives• Review Engagement Process Flow• Implementation Approach• High-Level Gantt Charts• Effort and Cost Estimates• Production Pilot Resource Plan• Scoping Assessment Deliverables• Proposed Next Steps• Questions and Answers
Agenda
The primary objectives of the Scoping Assessment were to…• Provide you with an Implementation Cost Model
including a Resource Plan that will enables you to do ‘What if’ analysis
• Provide you with a high level implementation plan which compares and contrasts different implementation scenarios, presents a project organization chart, identifies the number and type of resources (internal and external), and discusses the cost model
• Provide an understanding of the various implementation options and their impact on cost, time and quality.
Scoping Assessment Engagement Objectives
Scoping Assessment Process FlowThis is the process flow we used to do our scoping assessment over the last couple of weeks...
Meetings with Project
Sponsor, BDMs and
TDM to determine
Implementation Options to
Review
Start*
Management Review
and validation
Finish
Build Cost Model
Spreadsheet
Generate Implementation Plan Report Out
Gather inputs
from Fit Gap, POC, AA, SMEs, Partner,
etc
* The Scoping Assessment process assumes that a Fit Gap & Solution Blueprint process (or some other process to determine configuration and customization effort) has been completed.
Based on the inputs from the inputs from Fit/Gap, Solution Blueprint, and CRP, the recommended implementation approach is Production Pilot and Full Implementation (Phase 1)
The conceptual steps for this approach are:• Production Pilot
– Overall Solution Analysis & Design– Solution Build and Testing– Pilot Training– Go-live and Post Go-Live Support
• Pilot Support and Stabilization– Pilot for specified Business Units to validate the solution– Support period with dedicated resources to address additional requirements and system
issues• Full Implementation
– Incorporate feedback into overall solution– Solution build of additional Phase 1 in-scope functionality “Could Haves” not piloted– Data Migration of contacts for isolated sources (from all Bus)– Training– Staged (Staggered) rollouts– Post Go-Live Warranty Support Period
Proposed Implementation Approach
High Level Gantt ChartsThe following Gantt charts illustrate conceptually how a deployment would work for a Pilot and Standard Implementation based deployment model:Production Pilot
High Level Gantt Charts Cont…Standard Implementation after Pilot
Effort and Cost EstimatesThe following is a chart that illustrates the deployment costs and effort estimate associated with a Pilot and Standard Implementation based deployment model:Production Pilot
Effort and Cost EstimatesStandard Implementation after Pilot
Resource Plan – Production PilotThe following is a chart that illustrates the proposed allocation of project roles and responsibilities with a Pilot and Standard Implementation based deployment model....
Scoping Assessment DeliverablesDeliverable
Filename Description
Cost Model CRM Scoping Assessment Costing Worksheet_ProductionPilot_V0.X.xls
CRM Scoping Assessment Costing Worksheet_FullImplementation_V0.X.xls
This is the spreadsheet that allows you to do “what if” cost analysis around the various resource and implementation options.
Implementation Plan
CRM Scoping Assessment Implementation Plan_V0.X.doc
Report output (written in Word) which reviews the objectives of the implementation, discusses the implementation approach, provides a high level project Gantt chart and org chart and discusses the various required roles and responsibilities. The outputs of the Costing Model are also discussed.Before moving ahead with your planned implementation, it is
important for you to validate the Cost Model and Implementation Plan to make sure you understand and are comfortable with the
recommended plan.
The proposed next step from the Scoping Assessment is:
– Go/No Go Project Decision– Go to Tender for Implementation Partners
Proposed Next Step
• Please ask any questions arising from this presentation.
Questions and Answers