Sage Project Management
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Transcript of Sage Project Management
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
Q & A
Project Organization
• Steering Committee
• Project Managers
• Solution Architects
• Core Team Members
• End Users
Participants
ClientCFO
RKL President
Joe Noll
RKL VP
Tom Tobias
ClientCIO
Project Organization
4
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
6
Project PlanningSystem
DesignConfiguration
CRP
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
Project PlanningSystem
DesignConfiguration
CRP
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
Project PlanningSystem
DesignConfiguration
CRP
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
Project PlanningSystem
DesignConfiguration
CRP
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’
Project PlanningSystem
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
Project PlanningSystem
DesignConfiguration
CRP
Testing
Training &
Dry Run
Production
Go Live
Project Phases
Project Planning
System Design
Configuration
Testing
Training
Go Live
Optimization
Generic Milestone Schedule
13
Focused. On you.
Master Project Schedule Management
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”
16
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”
18
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 [email protected] [email protected]