ERP Implementation Methodology
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The document discusses project management and applying the Project Management Body of Knowledge (PMBOK) to ERP implementations. It outlines the nine knowledge areas and 47 processes from PMBOK. The knowledge areas are integration, scope, time, cost, quality, human resources, communications, risk, and procurement. It also provides timelines and reviews as part of quality management for an ASAP implementation methodology. Project management reviews are an integral part of ensuring project quality.
ERP Implementation Methodology
- 1. Project Management à PMBOK APPLY PMBOK TO ERP IMPLEMENTATION 10/8/12 www.smartbiz.vn 1
- 2. Table of Content q I. Managing Project & Effective PM q II. Project Management Body Of Knowledge v II.1. PM Knowledge Areas & Process Groups v II.2. 9 Knowledge Areas -‐ ‘Things’ q Software Development Process 10/8/12 www.smartbiz.vn 2
- 3. I.1. Managing Project q Why ERP-‐Implementation Fail: v Although selected “best” package, why is that we still have ERP-‐Implementation problems? v Everything seems to point to the approach taken to manage the implementation project. q Manage ERP Project v Identifying requirements v Establishing clear and achievable objectives v Balancing quality, scope, resources, risk, time and cost to produce a quality deliverable. v Adapting speciYications, plans, approach to different concerns & expectations of various stakeholders. 10/8/12 www.smartbiz.vn 3
- 4. DeJining Effective Project Management q “Effective Project Management requires that the project management team understand and use knowledge and skills from, at least, Jive areas of expertise” (PMBOK Guide, PMI) v Interpersonal skills v General management knowledge and skills v Understanding the project environment v Application area knowledge, standards and regulations v The Project Management Body of Knowledge.
- 5. II.1. PM Knowledge Areas & Process Groups PM Process Initiating Process Planning Process Group Executing Process Monitoring & Controlling Closing Groups / Group Group Process Group Process Knowledge Area Group Processes Project Develop Project Charter Develop Project Management Plan Direct and Manage Project Monitor and Control Project Work Close Project Management Develop Prelim Project Execution Integrated Change Control Integration Scope Statement Project Scope Scope Planning Scope Verification Management Scope Definition Scope Control Create WBS Project Time Activity Definition & Sequencing Schedule Control Management Resource Estimating Duration Estimating Schedule Development Project Cost Cost Estimating Cost Control Management Cost Budgeting Project Quality Quality Planning Perform Quality Assurance Perform Quality Control Management Project HR Human Resources Planning Acquire Project Team Manage Project Team Management Develop Project Team Project Communications Planning Information Distribution Performance Reporting Communications Manage Stakeholders Management Project Risk Risk Management Planning Risk Monitoring and Control Management Risk Identification Qualitative / Quantitative Risk Analysis Risk Response Planning Project Plan Purchases and Acquisitions Request Seller Responses Contract Administration Contract Procurement Plan Contracting Select Sellers Closure Management 10/8/12 www.smartbiz.vn 5
- 6. II.1. PMBOK Processes 10/8/12 www.smartbiz.vn 6
- 7. II.2. Knowledge Areas -‐ ‘Things’ q An area of project management deYined by its knowledge requirements and described in terms of its associated process, practices, inputs, outputs, tools and techniques q IdentiYied knowledge areas (the ‘things’) v Integration: to accomplish project objectives v Scope: deYines & controls what is/isn't included in project v Time: required for the timely completion of a project v Cost: planning, estimating, budgeting & controlling costs v Quality: quality policies, objectives & responsibilities v Human Resource: organize and manage the project team v Communications: ensure project info is timely & appropriately v Risk: increase/decrease probability-‐impact of positive/negative v Procurement: purchase/acquire products, services or results 10/8/12 www.smartbiz.vn 7
- 8. Timeline for ASAP Implementation Methodology Project Preparation Final Preparation Go Live & Business Realization Support Blueprint Realization Realization Final Final Review Review Blueprint Blueprint Preparation Preparation Go Live & Go Live & Project Project Review Review Review Review Support Support Preparation Preparation Review Review Review Review PM Reviews an integral part of project quality management: n PM Methodology Roadmap: Planning Phase à Management Plan Development à Develop Project Quality Management Plan. n Roadmap: General Project Management deliverable group under Phase Sign Off. 10/8/12 www.smartbiz.vn 8
- 9. PM Review Delivery Roadmap Remote Remote On-Site On-Site Remote Remote Prepare Prepare On site visit On site visit On site visit On site visit Review Review Closing Closing Interviews Interviews 1st day 1st day 2nd day 2nd day Analysis Analysis Prepare Interviews Discuss final n Study Documents Kick Off Functional Teams Review Report version of report n Prepare Questionnaire Project Executive Management Technical Teams Summary Customer Survey Information Sheet Team Presentation Interview Agenda End-User Training Functional Team Customer Sign Off & Documentation Project Documents Change De Briefing Lessons Learned Management Presentation and Archiving 10/8/12 www.smartbiz.vn 9
- 10. Phase-‐1 Project Preparation 10/8/12 www.smartbiz.vn 10
- 11. Phase-‐ 2 Business Blueprint 10/8/12 www.smartbiz.vn 11
- 12. Phase-‐3 Realization 10/8/12 www.smartbiz.vn 12
- 13. Project Plan Outline for Realization 10/8/12 www.smartbiz.vn 13
- 14. Phase-‐4 Final Preparation 10/8/12 www.smartbiz.vn 14
- 15. Phase-‐5 Go Live & Support 10/8/12 www.smartbiz.vn 15
- 16. ASAP WBS Template WBS Template (ASAP Implementation) 1 5 2 3 4 Project Go Live and Blueprint Realization Final Preparation Preparation Support Project Project Project Project Project Management Management Management Management Management Standard Project Organization Organization Organization Organization Organization Change Mgmt Change Mgmt Change Mgmt Change Mgmt Change Mgmt Deliverables Training Training Training Training Technical Solution Technical Solution Technical Solution Technical Solution Technical Solution Technical Solution Management Management Management Management Management Deliverables Business Process Business Process Business Process Requirements, Requirements, Requirements, Design, Design, Design, Configuration and Configuration and Configuration and Testing Testing Testing Lifecycle Data Customer’s Solution Management Deliverables Lifecycle Data Management Lifecycle Data Lifecycle Data Management Management Integrated Solution Integrated Solution Integrated Solution Readiness Readiness Readiness Safeguarding Services Services Services Services Services Services SAP Delivery SAP Delivery SAP Delivery SAP Delivery SAP Delivery SAP Delivery Management Management Management Management Management Management Deliverables (internal) 10/8/12 www.smartbiz.vn 16
- 17. ASAP WBS Template: Project Preparation 1 Project Preparation Org. Change Technical Solution Lifecycle Data Safeguarding SAP Delivery Project Training Business Process Management Management Requirements, Design, Management Services Management Management Configuration and Testing 1.5.1 1.8.1.1 1.7.1.1 1.4.1 1.6.1 1.1.5.3 1.1.1 Change Charter Project Team Train. Solution Landscape Business Scenario Inventory of Legacy PM Review Phase Startup Plan Deployment Plan and Process Systems Service Report Inventory 1.5.2 1.7.1.2 1.1.2 1.8.1.2 1.6.2 Initial Stakeholder System Landscape Project Initiation Trained Project Strategy For Legacy Mapping and Document Team (Level 1) Data Conversion Business Readiness Assessment 1.1.3 1.7.1.3 Project Management 1.8.2 Initial Hardware Plan Start-Up 1.5.3.1 Preliminary End- Sizing Proposal Sponsorship User Training and Strategy Documentation 1.1.4 Strategy 1.7.1.6 Exec./Mon./Cont. 1.5.3.2 Project Support Results OCM Organization Tools and Systems and Change Agent Network 1.7.1.7 1.1.5 Project Team Phase Sign-Off System Authorization 1.5.4.1 Standards Communication Plan 1.7.1.8 1.5.4.2 High-Level Initial Announcement Integration Strategy 1.5.5.1 Organizational 1.7.1.9 Alignment Strategy Messaging Landscape Strategy 1.5.5.2 1.7.1.10 Social Contract Transport Strategy 1.5.6 Product specific deliverables Project Team (EP, MDM and XI) Change Management 10/8/12 www.smartbiz.vn 17
- 18. Project Preparation – PM Work Stream Project Management 1.1.3 1.1.4 1.1.1 1.1.2 1.1.5 Project Management Exec./Mon./Cont. Phase Startup Project Initiation Phase Sign-Off Plan Start-Up Results 1.1.1.1 1.2.1 1.1.3.1 1.3.1 1.1.4.2 Phase Resources Project Strategic Project Implementation 1.1.5.1 Requests for Allocation Framework Management Plan Project Standards Closed Contracts Change 1.1.1.2 1.1.3.2 1.1.5.2 1.1.2.1 1.3.1.1 1.3.1.7 1.1.4.3 Detailed Phase Monitoring/ Lessons Learned Business Case SAP Solution Manager Software System Change Log Schedule Controlling Plans Log Usage Guidelines Configuration Standards 1.1.1.3 1.1.3.3 1.1.5.3 1.1.2.2 1.3.1.2 1.3.1.8 1.1.4.4 Phase Kickoff Prelim. WBS and Phase Completion Project Charter Project Documentation Enhancement and Issue Log Meeting WBS Dictionary Check (internal) Standards Modification Standards 1.1.1.4 1.3.1.3 1.1.2.3 1.1.3.4 1.3.1.9 1.1.4.5 1.1.5.4 Handoff Checklist Issue and Escalation Scope Statement Project Schedule Support Package and Risk Register Phase Sign-Off from Pre-project Management Procedure Upgrade Standards Document activities 1.3.1.4 1.3.1.10 1.1.4.6 1.1.2.4 1.1.3.5 Initial Development Change Request and Deliverable Schedule for Project Budget Transport Management Management Standards Acceptance Project Planning Standards (CTS) Documents 1.1.3.6 1.3.1.5 1.3.1.11 Project Team 1.1.4.7 SAP Services Testing and User-Acceptance Organizational Deployment Plan Standards Team Member Chart, Project Evaluations/ Team Roles and Appraisals Responsibilities 1.3.1.6 1.3.1.12 Additional Project Tools Preliminary Post- implementation Service and 1.1.4.8 1.1.3.7 Support Standards Communications Project Team On- Matrix (updated) Boarding Package 1.3.1.13 Integration Conventions 1.1.4.9 1.1.3.8 Status Reports 1.3.2 Project Contract Standards Meeting Inventory 1.1.4.10 Contractual Changes 10/8/12 www.smartbiz.vn 18
- 19. WBS Template: Business Blueprint 2 Blueprint Project Organization Technical Solution Business Process Lifecycle Data Safeguarding SAP Delivery Training Requirements, Design, Management Change Mgmt Management Configuration and Testing Management Services Management 2.2.1 2.3.1.1 2.8.1 2.4.2 2.4.1 2.7.1 2.11 2.1.1 Org. Change Trained Project Authorization General Settings & Business Org Lifecycle Data SAP Feasibility Phase Startup Management Plan Team (Level 2) Requirements and Design Master Data Structure Management Strategy Check 2.1.2 2.2.2 2.3.1.2 2.8.2 2.4.3.1 2.7.2 2.1.4.3 2.4.3.2 Exec./Mon./Cont. Sponsorship Updated Project System Authentication Business Scenario Data Cleansing PM Review Business Scenario Results. Engagement Team Training Concept Workshop Procedures Service Report Overview Plan Schedules 2.1.3 2.2.3.1 2.10.1 2.7.3 Project Management Key Messages for 2.3.2 Technical and Integration 2.6.1.1 Conversion 2.6.1.2.1 Development Plan Completion Blueprinting and End-User Training Design Business Process 2.6.1.2 Scenario Requirements Program outlook and Workshop Scenario 1 Requirements Documentation Schedules Strategy 2.10.2 2.1.4 2.7.2 2.2.3.2 Development Phase Sign-Off 2.6.2 Conversion Tactical Environment Communication Integration Requirements Plan Scenario 2.10.3 Specification 2.6.1.2.1 2.6.1.2.2 System Administration Process #1 Process #2-n 2.2.4 Procedures Organizational Alignment 2.10.4 2.6.1.2.1.1 2.2.5 Support Procedures 2.6.1.2.1.2 2.6.1.2.1.3 Business Process Project Team Business Process Development 2.6.1.3 Requirements Change Mgmt Models Requirements Scenario 2-n Documents 2.10.5 2.6.7.2 Project IMG Baseline Scope 2.6.7.1 Business Blueprint 2.4.4 2.6.5 2.6.6 2.6.7.2 2.6.8.1 2.9 2.6.4 BI Strategy Portal Content Portal Framework Detailed Knowledge Transfer Workshop Development Standards and BI Requirements definition Requirements Requirements Transactional Scope for Global Delivery Team Approved Development Work Product specific deliverables (BI, EP, MDM and XI) 10/8/12 www.smartbiz.vn 19
- 20. Business Blueprint – PM Work Stream Project Management 2.1.2 2.1.3 2.1.4 2.1.1 Exec./Mon./Cont. Project Management Phase Closure & Phase Startup Results Plan Completion Signoff 2.1.1.1 2.1.2.2 2.1.3.1 2.1.2.10 2.1.4.1 Phase Resources Requests for Project Management Status Reports Closed Contracts Allocation Change Plan (Updated) 2.1.1.2 2.1.3.11 2.1.4.2 2.1.2.3 Detailed Phase Contractual 2.1.3.2 Lessons Learned Log Change Log Schedule Changes Monitoring/Controlling and Project Debrief Plans (Updated) 2.1.1.3 2.1.4.3 2.1.2.4 Phase Kickoff Phase Completion Issue Log 2.1.3.3 Meeting Check (internal) Project Schedule (Updated) 2.1.4.5 2.1.2.5 Phase Sign-Off Risk Register Document 2.1.3.4 Project Budget 2.1.2.6 (Updated) Deliverable Acceptance Docs 2.1.3.5 Business Case 2.1.2.7 (Updated) Team Member Evaluations/ Appraisals 2.12.8 Communications Matrix (updated) 2.1.2.9 Quarterly Operations Reviews 10/8/12 www.smartbiz.vn 20
- 21. Business Blueprint – Business Process Requirements, … Work Stream Business Process Requirements, Design, Configuration and Testing 2.9 2.4.3.1 2.6.1.1 2.6.8.1 2.4.1 2.4.2 2.4.3.2 Development Business Scenario Business Process 2.6.7.1 Knowledge Transfer Business Org General Settings & Business Scenario Standards and Workshop Workshop Business Blueprint Workshop for Global Structure Master Data Overview Approved Schedules Schedules Delivery Team Development Work 2.9.1 2.6.1.2 Conceptual Design Scenario 1 of Developments 2.6.1.2.1 Scenario Requirements 2.9.2 Development Guideline 2.6.1.2.1 2.6.1.2.2 Process #1 Process #2-n 2.9.3.1 Work Estimates 2.9.3.2 2.6.1.2.1.1 2.6.1.2.1.2 List of Approved Business Process 2.6.1.2.1.3 Business Process Development Development 2.6.2 Requirements Models Objects 2.6.5 2.4.4 Documents Requirements Integration Portal Content BI Strategy Scenario Requirements definition Specification 2.6.1.2.1.3.5 2.6.6 2.6.1.2.1.3.1 2.6.1.2.1.3.2 2.6.1.2.1.3.3 2.6.1.2.1.3.4 2.6.4 Miscellaneous Portal Framework Forms Reporting Interface Workflow BI Requirements Development Requirements Requirements Requirements Requirements Requirements Requirements Product specific deliverables (BI, EP and XI) 10/8/12 www.smartbiz.vn 21
- 22. Customer WBS Template: Blueprint Example (1) Business Process Requirements, Design, Configuration and Testing 2.6.1.2 2.6.1.2.1 Logistics and Scenario Requirements Warehouse 2.6.1.2.1 2.6.1.2.2 2.6.1.2.4 2.6.1.2.3 Inventory Warehouse GTS (Custom Physical Inventory Management Management Documentation) 2.6.1.2.1 2.6.1.2 Scenario Quote to cash Requirements 2.6.1.2.2 2.6.1.2.4 2.6.1.2.1 2.6.1.2.3 2.6.1.2.4 Order Shipping Quotations EDI Invoicing Management (outbound) This structure will be further de-‐composed to detail the deliverables for each business process. See the next two examples for details. 10/8/12 www.smartbiz.vn 22
- 23. Customer WBS Template: Blueprint Example (2) Business Process Requirements, Design, Configuration and Testing 2.6.1.2 2.6.1.2.1 Plan to produce Scenario Requirements 2.6.1.2.1 2.6.1.2.2 2.6.1.2.3 2.6.1.2.4 2.6.1.2.4 Product Data Production & Production Exec & Quality Maintenance Management Procurement Plan Control Management Management 2.6.1.2.1.1 2.6.1.2.1.2 Business Process 2.6.1.2.1.3 Business Process Development Requirements Models Documents Requirements 2.6.1.2.1.3.5 2.6.1.2.1.3.1 2.6.1.2.1.3.2 2.6.1.2.1.3.3 2.6.1.2.1.3.4 Miscellaneous Forms Reporting Interface Workflow Development Requirements Requirements Requirements Requirements Requirements 10/8/12 www.smartbiz.vn 23
- 24. Customer WBS Template: Blueprint Example (3) Business Process Requirements, Design, Configuration and Testing 2.6.1.2 2.6.1.2.1 Logistics and Scenario Requirements Warehouse 2.6.1.2.1 2.6.1.2.2 2.6.1.2.4 2.6.1.2.3 Inventory Warehouse GTS (Custom Physical Inventory Management Management Documentation) 2.6.1.2.1.1 2.6.1.2.1.2 Business Process 2.6.1.2.1.3 Business Process Development Requirements Models Documents Requirements 2.6.1.2.1.3.5 2.6.1.2.1.3.1 2.6.1.2.1.3.2 2.6.1.2.1.3.3 2.6.1.2.1.3.4 Miscellaneous Forms Reporting Interface Workflow Development Requirements Requirements Requirements Requirements Requirements 10/8/12 www.smartbiz.vn 24
- 25. WBS Template: Realization Work Stream 3 Realization Project Organization Technical Solution Business Process Lifecycle Data Integrated Solution Safeguarding SAP Delivery Training Requirements, Design, Management Change Mgmt Management Configuration and Testing Management Readiness Services Management 3.2.1 3.3.1.1 3.8.1 3.16.1 3.1.1 3.10.1.1 Updated Refined Project Quality Assurance Production 3.5 3.9.1.2 3.1.4.3 Phase Startup Conversion Organizational Team Training Environment Infrastructure Ready 3.16.1.1 Baseline Preliminary PM Review Change Schedule Configuration Technical Cutover Plan Service Report Data Center Ready Management Plan Specifications 3.1.2 3.9.1.1 for Production 3.3.1.2 3.17.4 3.9.2 Exec./Mon./Cont. Preliminary Production 3.12 3.10.1.2 3.15 3.2.2 Trained Project System Test Plans Technical Results Support Plan Final Configuration Data SAP Technical Sponsorship Team (Level 3) 3.16.1.2 Dependencies, Operations and Integration Check Engagement Updated IT Conversion Time, Handover Strategy 3.1.3 3.11.1 Infrastructure Doc. and Sequence Project Management 3.3.2 System User Roles and 3.18.1 3.17.4.1 Map Plan Updated 3.2.3 End-User Training Authorizations SAP GoingLive Failure Test Plan 3.14 Communication and Check: Analysis 3.10.1.3 Integration Test during Realization Documentation Session Completed 3.1.4 Plans and 3.11.2 3.17.4.2 Programmatic Phase Sign-Off Templates System Authentication 3.2.4 System Administration Data Conversions 3.18.2 Organizational Test Plan SAP GoingLive Alignment 3.3.3 3.10.1.4 Check: 3.16.2 End-User Training Completed Manual Optimization Production Environment and 3.17.4.3 Data Conversions Session 3.2.5 Design and Setup Documentation Printing and Faxing Project Team Content, Data, and Test Plan 3.10.1.5 Change Mgmt System 3.17.1 Test Results of Environment Data Conversions Preparation for 3.17.4.4 Performance Test Disaster Recovery Test 3.3.4 Plan 3.10.1.6 End-User Training Documented Data Schedule and 3.17.2 Conversions Logistics Performance-Test Plan 3.17.4.5 Regression Test Plan 3.10.2.1 Archiving Strategy 3.17.3 Test Environment and 3.17.4.6 Test Scripts Backup-and-Restore 3.10.2.2 Test Plan Archiving Procedures 3.17.4.7 3.10.2.3 Connectivity Test Plan Tested Archiving Procedures 10/8/12 www.smartbiz.vn 25
- 26. Realization – PM Work Stream 3.1 Project Management 3.1.2 3.1.3 3.1.4 3.1.1 Exec./Mon./Cont. Project Management Phase Closure & Phase Startup Results Plan Updated Signoff 3.1.1.1 3.1.2.7 3.1.3.1 3.1.2.2 3.1.4.1 Phase Resources Team Member Project Management Plan Requests for Change Closed Contracts Allocation Evaluations/Appraisals (Updated) 3.1.1.2 3.1.2.8 3.1.3.2 3.1.4.2 3.1.2.3 Detailed Phase Communications Matrix Monitoring/Controlling Lessons Learned Change Log Schedule (updated) Plans (Updated) Log 3.1.1.3 3.1.2.9 3.1.3.3 3.1.4.3 3.1.2.4 Phase Kickoff Quarterly Operations Project Schedule Phase Completion Issue Log Meeting Reviews (Updated) Check (internal) 3.1.4.4 3.1.2.5 3.1.2.10 3.1.3.4 Phase Sign-Off Risk Register Status Reports Project Budget (Revision) Document 3.1.2.6 3.1.3.5 3.1.2.11 Deliverable Acceptance Blueprint Document Contractual Changes Docs (Updated) 10/8/12 www.smartbiz.vn 26
- 27. Realization – Business Process Configuration and Testing Work Stream Business Process Requirements, Design, Configuration and Testing 3.5 Baseline 3.12 Configuration Final Configuration 3.5.1.1 3.5.1.3.2 3.12.1 3.12.2 3.12.3 Refined Baseline Configured and Tested Final Configuration and Confirmed Configuration and Realization of the Enterprise Scope Scenario #1 Development Cycle Plan Development for Cycle n Data Warehouse 3.5.1.3.2.1 3.5.1.2 Process #1 Baseline Product specific deliverables (BI) 3.12.2.3 Configuration Plan 3.12.2.1 Configuration and Refined Scope for Development Plan 3.5.1.3.2.1.1 Cycle n 3.5.1.3.3 Approval for Cycle n 3.5.1.3.1.1 Baseline Configured and Tested General Settings Configuration Scenario #2 (to n) 3.5.1.3.2.2 Process #2 3.12.2.2 3.12.2.4 3.5.1.3.2.1.2 Configuration and 3.5.1.3.1.2 Configuration and Business Process Development Organizational 3.5.1.7 Development Procedures Workshop Schedule Structures Refined Project IMG Workshops for Cycle n for Cycle n 3.5.1.3.2.1.3 3.5.1.8 Baseline Test 3.12.2.9 3.5.1.3.1.3 Cases Cycle Test Results/ 3.12.2.6 Baseline Confirmation Master Data Updated Configured and Tested Configuration Test Scenario #2 (to n) 3.5.1.3.2.1.4 Cases for Cycle nn 3.5.1.4 3.7.1 Baseline Test Plan Baseline Test Portal Content 3.12.2.10 Results/Updated 3.12.2.8 Confirmation of Baseline Test 3.7.2 Migrated Configuration Configuration and Cases Portal Framework and Development to QA Development for Configuration for Cycle n Cycle n 3.5.1.5 Baseline Issues 3.7.3 3.12.2.5 List Content and Integration Configured and Development Tested Scenario #1 3.5.1.6 Migrated Baseline SAP Software 3.7.4 System Portal User Interface and 3.12.2.5.1 3.12.2.5.2 Personalization Process #1 Process #2 (to n) 3.7.5 3.12.2.5.1.6 Integration Scenario 3.12.2.5.1.2 3.12.2.5.1.1 3.12.2.5.1.3 3.12.2.5.1.4 3.12.2.5.1.5 Completed Configuration Business Process Final Configuration Unit Test Cases Unit Test Plan Unit Test Results Development Procedures Objects 3.12.2.5.1.6.3 3.12.2.5.1.6.4 3.12.2.5.1.6.6 Product specific deliverables 3.12.2.5.1.6.1 3.12.2.5.1.6.2 3.12.2.5.1.6.5 Interface Program Enhancement Miscellaneous (EP, MDM and XI) Form (n) Report (n) Workflow (n) (n) Program (n) Development (n) Technical Technical Technical Technical Technical Technical Specifications Specifications Specifications Specifications Specifications Specifications Created Report Created Enhancement Created Misc. Dev. Created Form Created Interface Created Workflow Test Results Test Results Test Results Test Results Test Results Test Results Documented Documented Documented Misc. Documented Form Documented Interface Documented Workflow Report Enhancement Dev. 10/8/12 www.smartbiz.vn 27
- 28. Realization – Integrated Solution Readiness Work Stream Integrated Solution Readiness 3.9.2 3.9.1.2 Technical 3.14 Preliminary Operations and Integration Test Cutover Plan Handover Strategy 3.14.2.1.1 3.14.1.1 3.14.2.1 Tested Scenario #1 Final Integration Integration Test Team Results - Cycle 1 3.14.2.1.2 Tested Scenario n 3.14.1.2 Final Integration Test Logistics 3.14.2.2.1 User Acceptance of 3.14.2.2 Scenario #1 3.14.1.3 Functional User Final Integration Test Acceptance Test Cases/Scenarios 3.14.2.2.2 Results - Cycle 2 User Acceptance of Scenario n 3.14.1.4 3.14.2.5 Preliminary Portal Resolved Performance Test Integration Test Cases Issues 3.14.1.5 3.14.2.6 Final Integration Test Final Integration Plan Approval Test Sign-Off 3.14.1.6 3.14.2.3 SAP Software Preliminary Portal System Handover Performance Test from Global Delivery Report 3.14.1.7 3.14.2.4 Migrated and Frozen Portal User SAP Software Acceptance Report System Product specific deliverables (EP) 10/8/12 www.smartbiz.vn 28
- 29. Customer WBS Template: Realization Example (2) 10/8/12 www.smartbiz.vn 29
- 30. WBS Template: Final Preparation 4 Final Preparation Project Organization Technical Solution Lifecycle Data Integrated Solution Safeguarding SAP Delivery Training Management Change Mgmt Management Management Readiness Services Management 4.2.1 4.5.1 4.4.1 4.8.1 4.6 4.1.1 4.3.1 Updated OCM Established Functional Fully Simulated Data Production Data SAP Solution Phase Startup Trained End Users Plan and Technical Production Loads to Production Loaded Management Optimization Support 4.1.2 4.2.2 4.4.2 4.8.2 4.7 Exec./Mon./Cont. Sponsorship 4.5.2 Final Production Data Production SAP Operations Results Engagement Approved Performance Load Cutover Sign-Off Readiness Assessment Tests 4.1.3 4.2.3.1 4.1.4.3 Project Management Key Messages for PM Review Service 4.5.3 Plan Updated Go-Live Report Approved System Tests 4.2.3.2 4.1.4 4.5.4 Communication Phase Sign-Off Production Software Plan for Go-Live Loaded 10/8/12 www.smartbiz.vn 30
- 31. Final Preparation – PM Work Stream 4.1 Project Management 4.1.2 4.1.3 4.1.3 4.1.1 Exec./Mon./Cont. Project Management Phase Closure & Phase Start-Up Results Plan Updated Signoff 4.1.1.1 4.1.2.2 4.1.2.8 4.1.3.1 4.1.3.1 Phase Resources Requests for Communication Project Management Plan Closed Contracts Allocation Change Matrix Updates (Updated) 4.1.2.9 4.1.1.2 4.1.3.2 4.1.3.2 4.1.2.3 Quarterly Detailed Phase Monitoring/Controlling Lessons Learned Change Log Operations Schedule Plans (Updated) Log Reviews 4.1.1.3 4.1.3.3 4.1.3.3 4.1.2.4 4.1.2.10 Phase Kickoff Project Schedule Phase Completion Issue Log Status Reports Meeting (Updated) Check (internal) 4.1.2.11 4.1.3.4 4.1.2.5 4.1.3.4 Contractual Phase Sign-Off Risk Register Project Budget (Revision) Changes Document 4.1.2.6 4.1.3.5 Deliverable Blueprint Document Acceptance (Updated) Documents 4.1.2.7 Team Member Evaluations/ Appraisals 10/8/12 www.smartbiz.vn 31
- 32. Final Preparation – Technical Solution Management Work Stream Technical Solution Management 4.5.1 Established 4.5.2 4.5.3 4.5.4 Functional and Approved Approved System Production Technical Performance Tests Tests Software Loaded Production Support 4.5.1.6 4.5.3.4 4.5.1.1 Change Management Disaster Recovery Test User Support Document for Result Implemented Production 4.5.3.3 4.5.1.2 Printing and Faxing Test 4.5.1.7 Solution Result Refined Production Management Support Plan Procedures 4.5.3.2 System Administration Test Result 4.5.1.8 4.5.1.3 Established Help Monitoring Desk Organization Procedures 4.5.3.1 Failure Test Results 4.5.1.4 4.5.3.7 4.5.1.9 Systems and Backup-and-Restore Test Reorganized Application Results Production Support Handover to Team Support Organizations 4.5.3.6 Backup-and-Restore Test Results 4.5.1.5 4.5.1.10 Complete IT Long-Term Support Infrastructure Strategy Document 10/8/12 www.smartbiz.vn 32
- 33. WBS Template: Go Live and Support 5 Go Live and Support Project Organization Technical Solution Safeguarding SAP Delivery Management Change Mgmt Management Services Management 5.2.1 5.6.1 5.1.1 5.3.1.1 Sponsorship Commitment SAP GoingLive Phase Startup Issue Log Resolution to realize the benefits Check: Verification Session 5.1.2 5.2.2 5.3.1.2 Exec./Mon./Cont. Organizational Alignment Production Validation Results - Making Changes last Results 5.1.4.2 PM Review Service Report 5.1.3 5.2.3 5.3.1.3 Project Communication after Go- Follow-Up Training Management Plan Live Updated 5.7 SAP EarlyWatch Check 5.3.1.4 5.1.4 Business Operations Final Customer System Change Acceptance Management 5.5.2 Project Closure 5.3.2 Postimplementation Long-Term Support 10/8/12 www.smartbiz.vn 33
- 34. Go Live and Support - Project Management Work Stream 5.1 Project Management 5.1.2 5.1.3 5.1.4 5.1.1 5.5.2 Phase Exec./Mon./ Project Management Final Customer Phase Startup Project Closure Cont. Results Plan Updated Acceptance 5.1.1.1 5.1.2.2 5.1.2.7 5.1.3.1 5.1.4.1 5.5.2.1 Phase Resources Requests for Team Member Project Management Closed Contracts Project Survey Results Allocation Change Evaluations/Appraisals Plan (Updated) 5.1.1.2 5.1.2.8 5.1.3.2 5.1.4.2 5.5.2.2 5.1.2.3 Detailed Phase Communications Matrix Monitoring/Controlling Phase Completion Customer Satisfaction Survey Change Log Schedule (Updated) Plans (Updated) Check (internal) Results 5.1.1.3 5.1.2.9 5.1.3.3 5.1.4.3 5.5.2.3 5.1.2.4 Phase Kickoff Quarterly Operations Project Schedule Deliverable Consolidated Lessons Learned Issue Log Meeting Reviews (Updated) Acceptance Docs Log and Project Debrief 5.1.3.4 5.1.2.5 5.1.2.10 Project Budget 5.5.2.4 Risk Register Status Reports (Revision) Project Closeout Report and Presentation 5.1.2.6 Deliverable Acceptance Docs 5.5.2.5 Team Member Evaluations/ Appraisals 10/8/12 www.smartbiz.vn 34
- 35. THANK YOU 10/8/12 www.smartbiz.vn 35