Launch meeting < Customer name >
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![Page 1: Launch meeting < Customer name >](https://reader036.fdocuments.us/reader036/viewer/2022062503/5a4d1add7f8b9ab059975bf6/html5/thumbnails/1.jpg)
Launch meeting < Customer name >
Sage ERP X3 Standard EditionImplementation ProjectLocation: <PLACE>Date: <DATE>
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Launch meetingAgenda
• Presentations• Context• Presentation of Sage ERP X3 Standard Edition• Methodology• Project participants• Presentation of the RACI• Planning• Schedule
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Launch meetingAgenda
• Presentations• Context• Presentation of Sage ERP X3 Standard Edition• Methodology• Project participants• Presentation of the RACI• Planning• Schedule
![Page 4: Launch meeting < Customer name >](https://reader036.fdocuments.us/reader036/viewer/2022062503/5a4d1add7f8b9ab059975bf6/html5/thumbnails/4.jpg)
Launch meetingAgenda
• Presentations• Context• Presentation of Sage ERP X3 Standard Edition• Methodology• Project participants• Presentation of the RACI• Planning• Schedule
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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 >
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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 >
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Launch meetingAgenda
• Presentations• Context• Presentation of Sage ERP X3 Standard Edition• Methodology• Project participants• Presentation of the RACI• Planning• Schedule
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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
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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
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Launch meetingAgenda
• Presentations• Context• Presentation of Sage ERP X3 Standard Edition• Methodology• Project participants• Presentation of the RACI• Planning• Schedule
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Launch meetingMethodology: Phases and Milestones
Proj
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Sign
-off
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Inst
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Targ
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Sign
-off
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Targ
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Sign
-off
on F
inal
Pr
oduc
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Testing TrainingImplementationScoping Support
Sign
-off
on G
o-Li
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lan
Steering the project
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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
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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
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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
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Launch meetingAgenda
• Presentations• Context• Presentation of Sage ERP X3 Standard Edition• Methodology• Project participants• Presentation of the RACI• Planning• Schedule
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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
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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 >
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Launch meetingAgenda
• Presentations• Context• Presentation of Sage ERP X3 Standard Edition• Methodology• Project participants• Presentation of the RACI• Planning• Schedule
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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 >
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Launch meetingAgenda
• Presentations• Context• Presentation of Sage ERP X3 Standard Edition• Methodology• Project participants• Presentation of the RACI• Planning• Schedule
![Page 21: Launch meeting < Customer name >](https://reader036.fdocuments.us/reader036/viewer/2022062503/5a4d1add7f8b9ab059975bf6/html5/thumbnails/21.jpg)
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
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aunc
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Sign
-off
on T
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t So
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Inst
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of T
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Sign
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Sign
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Pr
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Sign
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on G
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Launch meetingPlanning: Integration workload by phase
Steering: 5 daysTechnical help: 12 days
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Sign
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Testing TrainingImplementationScoping Support
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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 >
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Launch meetingAgenda
• Presentations• Context• Presentation of Sage ERP X3 Standard Edition• Methodology• Project participants• Presentation of the RACI• Planning• Schedule
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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
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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
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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
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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
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plan
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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