5 Phase Approach To Software Selection Project Management Methodology
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Transcript of 5 Phase Approach To Software Selection Project Management Methodology
5 Phase Approach to Project Management
Approach
• The successful selection of mission-critical applications requires a disciplined approach. BKD Technologies has an approach and has applied it successfully on similar engagements.
• The following pages present the key elements of our approach.
Project Approach
Finalize Selection & Review Results
Estimate Costs & Resources
Conduct Software Demonstrations
Screen Potential Software Vendors 2
3
4
5
Objectives –
Define the “key” business
requirementsPhase 1 – Define System Requirements
Kick-off Selection / Define System Requirements 1
Deliverables –
• “Key” requirements and
prioritization
• Request for information (RFI)
Activities –
• Conduct project kick-off
• Conduct interviews to document high-level processes and functions
• Determine key integration/interface points for existing systems
• Conduct Joint Requirements Planning (JRP) sessions with key personnel
• Document and confirm “key” requirements
• Develop “key” requirements RFI
Finalize Selection & Review Results
Estimate Costs & Resources
Conduct Software Demonstrations 3
4
5
1
Screen Potential Software Vendors
Kick-off Selection / Define System Requirements1
2
Deliverables –
• RFI response summary
• Short list of vendors for further evaluation (Demo’s)
Objectives –Identify the “best fit”software through
structured software demonstrations
Activities –
• Develop a list of potential vendors for screening
• Distribute RFI to select vendors
• Collect and summarize vendor responses, including:
• Functional fit,
• Vendor evaluation
• Pricing
• Review results with management
• Identify 2 to 3 demonstration candidates
Project ApproachPhase 2 – Screen Software Vendors
Finalize Selection and Review Results
Estimate Costs & Resources
3
4
5
1
Conduct Software Demonstrations
Kick-off Selection / Define Systems Requirements1
Screen Potential Software Vendors 2
3
Objectives –Conduct structured demonstrationswith identified vendors to evaluatesoftware capabilities
Deliverables –
• Demonstration Scripts
• Demonstration Rating Results
Activities –
• Contact and schedule vendor candidates
• Prepare demonstration packet, including:
• Scripts based on key requirements
• Data to be pre-loaded for demonstrations
• List of additional requirements
• Prepare demo scoring tool and train users
• Conduct structured demo’s and scoring
• Review demo results
Project ApproachPhase 3 – Conduct Software Demo’s
Finalize Selection & Review Results
3
5
1
Estimate Costs & Resources
Kick-off Selection / Define System Requirements1
Screen Potential Software Vendors 2
Conduct Software Demonstrations 3
4
Objectives –
Estimate implementation time
frames, resources and costs
Deliverables –
• Preliminary implementation estimates
Activities –
• Review formal proposals from vendor candidates
• Identify implementation activities necessary to achieve complete system implementation
• Assess any gaps in services offered and determine any additional resource requirements
• Develop preliminary estimates of implementation time frames, resource requirements and costs
Project ApproachPhase 4 – Estimate Costs & Resources
3
1
Finalize Selection & Review Results
Kick-off Selection / Define System Requirements1
Screen Potential Software Vendors 2
Conduct Software Demonstrations 3
Estimate Costs & Resources 4
5
Objectives –
Check vendor references and
present final selection findings
Deliverables –
• Reference call summaries
• Results summary
Activities –
• Call references and compile results:
• Implementation
• Customer support
• Training
• Conversion/Integration
• Review reference check results
• Finalize summary of work completed and present to management
Project ApproachPhase 5 – Finalize Selection & Review Results
For More Information Visit:
www.bkdtechnologies.com/SoftwareSelection