Beta Programs And The Project Manager
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Transcript of Beta Programs And The Project Manager
©2008 G Shea Beta Programs PMI-Madison 1
Beta Programs and the Project Manager
Gary Shea www.garyshea.com
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Objective
Show project managers the value of participating in beta programs
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Topics Definitions Benefits The Role of the Project
Manager Preliminaries A Process
PMBOK Connections
Examples Gotchas Exercises Advice The Ultimate Goal Questions
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Definition - What is a Beta?
Early usage Pre – General
Availability Not production Not buggy code Partners’
readiness period
Test non-development –
Sales / marketing Support Delivery
Unique configurations
Customer perspective
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Benefits? For the organization
Product awareness and knowledge
Critical business functions
Competitive advantage Vendor contacts Vendor relationship $avings
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Benefits?
To Project Manager Gain knowledge of the
business Be able to make a
difference New contacts Visibility Travel Have more fun
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Preliminaries (for the Project Manager)
Be a pro-active project manager Be an investigator Get the lay of the land Configuration Management Dig in Determine what is critical Get the user perspective Moving targets – stay current Who? Get to know them.
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A Process (for the organization)
Interest Negotiation Qualification Implementation Closure
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A Process: InterestLearn organization environment Identify core product setYour interests Identify possibilities
(questionnaire)Organization needs, directions,
sponsorshipSketch out project or 2: include
timing, resources, benefits
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A Process: Negotiation An internal process – gaining
support for the projectEvaluation of the next release –
why early access is essentialExecutive approvalResources earmarkedExpectations set
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A Process: Qualification
Vendor may seek you out
You may have to sell – Why essential? Resources ready. Smooth sailing thru legalities, sponsorship…
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A Process: Qualification
Make case – paperwork, plan, schedule, meet deadlines, be pro-active and clear
Keep your team involved and informed
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A Process - Implementation Track activities & refine plan: what needs
to be done – product and documentation shipments, installation, usage, meetings, training, reporting, issue management, test cases and tree
Enjoy the intensity Report and resole issues, provide
feedback. Make a difference. Stick to schedule, meetings, checkpoints Take good notes.
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A Process: Closure Final report – jointly written. Team
reviewed. Summarize issues, recommendations, …
Lessons learned. Dot Is cross Ts all paperwork complete Make recommendations on going into
production Report to sponsor
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PMBOK Connections
Configuration Management
Stakeholders Cross functional
team Decentralized team Scope management Dependencies
Work Breakdown Structures
Project phases Feedback Closure Lessons learned Successful projects
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PMBOK – WBS Examples Evaluate environment for prerequisite
products, system programmer, ½ day Upgrade prerequisite product to next
version, separate dependent project Evaluate user guide (200 pages) – 3
days, four end users Interview end users – business analyst, 1
day ….
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Real Life Example – Hudson Bay Company
Canadian retailer uses BI for applications Example Top 50
Selling Products Qualifies for
Teradata Beta program
Five times participant
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Selectively participates depending on new function
Driven by project managers – “they know apps best and make case to senior management”
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Real Life - Blackbaud Provides software for non-profits – Raisers’
Edge Local users: MSO, Wisc. Public TV Beta is main activity of Stabilization phase Processes refined over the years Fifty early user customers Formal agreements Beta Bucks, production environment
‘handholding” Recruits through trade shows, user groups Function specific, phased, short duration
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Real Life – Harley Davidson
Internal Engineering betas
Roll out of tools and processes (e.g. issue tracking and risk assessing tool)
Borrowed modules from sister division
Best practices
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Tweaking and tuning, refinement
User acceptance (best case they embrace new product)
Project oriented
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Gotchas
Organizational goal: minimal change Workarounds: pilots, proof of concepts, test
environment
Mismatch of PM / SDLC rigor Solutions: understood up-front, clear contract,
flexibility
Mismatch of needs (vendor / customer) Solutions: narrowly focused objectives, “next
time”
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Exercises
Identify core functions, products, processes
….. ….. ….. Configuration (e.g. Oracle, Teradata,
Blackbaud) ….. …..
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Advice Think quality and process improvements No hidden agenda Share ideas, information, wisdom Pushing too had? Ease off Stay focused Track, advertise, attract Consider others’ ideas Don’t forget what’s in it for the vendor
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The Ultimate Goal
Make a successful project of beta participation
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AcknowledgementsPaul Radke, PMIBucky Wall, BlackbaudKen Sutton,Harley DavidsonMahmood Rad, Harley DavidsonNoel Skarpmoen, WUWM RadioMary-Jane Jarvis-Haig, Hudson
Bay Company
Graphics by YKDesigns