Client Involvement in Projects - BDO Canada...Planning Design Configuration Testing Deployment...
Transcript of Client Involvement in Projects - BDO Canada...Planning Design Configuration Testing Deployment...
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Client Involvement in Projects
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Kelly Hagen, PMP
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Tammy Robertson, Project Manager
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This is YOUR project.Have fun with it!
Name it!
Phoenixa Phoenix obtains new life by arising from the ashes of its
predecessor
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• Define your project• Define a project team• Provide the team ample time to work on the project• Provide the tools required to be successful
Getting Started
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What does a client project team look like?• Project Sponsor• Project Manager• Subject Matter Experts / Power Users• Data Testers and Validators• IT Team
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BDO Project MethodologyPlanning Design Configuration Testing Deployment Support
Objective• Understand the functionality needed to achieve the business objectives
Deliverables• Business Function List, Hierarchy and Process Workflow Diagrams• Functional Requirements Document• Project Charter (Project Governance)• High Level Project Plan for the completion of the project• Project Budget estimate for the completion of the project
Client Responsibilities…
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BDO Project MethodologyPlanning Design Configuration Testing Deployment Support
Client Responsibilities • Be Contributors not Attendees – Choosing the ‘right’ resources to participate• Prepare Materials for the Workshops – Comprehensive RFP, Materials completed• Explain Processes and Business Requirements during Workshops – Power User Interviews• Review and validate BDO Prepared Deliverables – Project Manager / Executive Sponsor
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BDO Project Methodology
Objective • Document how the proposed solution will be developed
Deliverables• Business Functions Definition Document• Fit/Gap Analysis• Custom Specification Documents• Scope Document• Statement of Work for Balance of project
Client Responsibilities…
Planning Design Configuration Testing Deployment Support
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BDO Project Methodology
Client Responsibilities • Be Familiar with the Deliverables from Planning Clear Understanding Ask ?’s• Explain Specific Business Rules and Unique Requirements Use Cases• Review and validate BDO Prepared Deliverables Gap Analysis• Test Scripts and Validation documents SharePoint Checklists, Test Scripts &
Validation Documents
Planning Design Configuration Testing Deployment Support
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BDO Project Methodology
Objective• Build the solution
Deliverables• Working Solution, ready for training and testing• Test Plan• Issues Tracking Document
Client Responsibilities…
Planning Design Configuration Testing Deployment Support
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BDO Project Methodology
Client Responsibilities • Contribute to Solution Configuration Sessions Know your Software!• Explain Specific Business Rules and Unique Requirements User Interviews• Review and validate BDO developed Solution Requirements Checklists
Planning Design Configuration Testing Deployment Support
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BDO Project Methodology
Objective• Prepare the organization to test the solution by providing training and then to execute on
the solution testing.
Deliverables• Training Sessions• Testing and Support to Testing• Issues Tracking (track issues raised during testing)• Go Live Plan
Client Responsibilities…
Planning Design Configuration Testing Deployment Support
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BDO Project Methodology
Client Responsibilities • Attend Training to prepare for Testing Plan Ahead – Publish Training Schedules• Execute Test Scripts Prepare Checklists Document Test Results Snagit !!• Consider “Sunny Day” and “Cloudy Day” Someone to play Devils’ Advocate• Non-Functional Testing Stress Tests Multiple Users to Test Performance• Track issues in a collaborative workspace – Client portal (SharePoint)
Planning Design Configuration Testing Deployment Support
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BDO Project Methodology
Objective• Deploy the solution in the live environment
Deliverables• End User Training• Final Acceptance• Execution on Go Live
Client Responsibilities…
Planning Design Configuration Testing Deployment Support
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BDO Project Methodology
Client Responsibilities • Know the Solution User Quizzes Training Documents Day in the Life• Train other Project Team Members Feet on the Ground at Go Live• Prepare the Users for Cutover Create Checklists for Cutover – System Prep• Data Validation Scrub Data• Mock Go Live(s) Test the Cutover Process in Advance
Planning Design Configuration Testing Deployment Support
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BDO Project Methodology
Client Responsibilities • Make It Fun!
Planning Design Configuration Testing Deployment Support
Beads: Given out for each successful transaction !
Certificate: Completing NAV Training
Prize Board: Daily ‘Extraordinary Effort Awards’Survival Kits: Just Making
things Fun
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BDO Project Methodology
Objective• Identify the roles and processes to be followed for subsequent support after the solution
has been transitioned to the users.
Deliverables• Support Agreement
Client Responsibilities…
Planning Design Configuration Testing Deployment Support
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BDO Project Methodology
Client Responsibilities • Know the Solution Train the Trainer Internal Documentation• 2nd Line of Support to Users IT Helpdesk – Snagit! Did you Know?
Planning Design Configuration Testing Deployment Support
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So what is the client involvement?• Do you sit back and wait?
• Participate!!
• If resources are limited?• Testing, Testing, Testing
• How can participation reduce cost and risk?• Use your partner in areas that support your team!
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Questions?Kelly Hagen – [email protected]