CLIENT RELATIONSHIP MANAGEMNET “YOUR SUCCESS IS OUR SUCESS” Profsys Software Pvt. Ltd.
E success client-software-development
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Delivery Methodology E-success for Client Projects
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Freelancer Magento Experts model allows you to hire designers on full-time, part-time or hourly basis. This model can save you at least 30% of cost against any fixed price quotes calculated even at $15/hr. Unlike the freelancing project portals, we are accountable for the results and ensure that only qualified designers work for you. The designers that you hire will be our full-time employees and they will work exclusively on your assignments for the duration of the contract. It's the easiest way to get design projects done. We guarantee it! We are dedicated to help our clients continually grow and succeed in their online business and we incorporate this dedication into every thread of what we do. Our values aren't just something we list on our site. We believe in them. Recruit by them. Review by them. And work according to them. Our numbers speak for themselves. With a proven track record to deliver creative, robust and most importantly, increasingly profitable eCommerce sites, our diverse group of experts are committed to customer satisfaction and project excellence.
Transcript of E success client-software-development
Delivery Methodology E-success for Client Projects
Contents
• Introduction
• Client Projects
• Project Management Methodology– E-success for Client Projects
• Questions
E-success : Use of Project Management
• Better control of all project means, budget and the costs
• Control on changes• Clear appointments and agreements about roles
and responsibilities• Enhanced Linxsmart Image• Consistent Implementations• Increased Efficiency• Clear results of projects• Better communication and decision making• Timely adjustments of not longer effective projects• High quality of service delivery
E-success Client Project Management
E-success Client Project Management• Overview: E-success & Project Roles
• E-success Phase Descriptions– Phase & Objective– Activities & Deliverables– Documents & Tools
• Project Role Descriptions
Overview: E-success & Project Roles
Discover Analyze Design Implement Test Hand over
1 2 3 4 5 6
Project Manager
Technical Consultant
Services Manager
Account Manager - optional
End User(s)
Developer
Client Management Team
Test Analyst
E-success Phase Descriptions
Discover Analyze Design Implement Test Hand over
1 2 3 4 5 6
Objective• Make a qualified assessment of requirements of the client against the Linxsmart resources
and technical capability and give client a business case/proposal of the assessment.
Discover Analyze Design Implement Test Hand over
1 2 3 4 5 6
Phase 1 – Discover
No. Activity Deliverable
Role/s responsible Comment
1 Prepare Workshop
Workshop Client/ Client Mgt. Team Account Mgr./Project Mgr.
This step is optional can be substituted with discussion with client .
2 Prepare Business Case
Business Case
Account Mgr./Project Mgr. Business Case documents Linxsmart’s assessment of the requirements and presents high level efforts/approach to address the client requirement
3 Client Management Team Meeting
Status Report
Status Report Optional.
Analyze Design Implement Test Hand over
1 2 3 4 5 6
Discover
Phase 2 – Analyze
Objective• Define and design a solution that supports our client’s requirements and strategy, and
derive a more accurate quantitative assessment of overall effort, schedule, and cost.
No. Activity Role/s responsible
Deliverable Comments
1 Business Requirements Review (BRR)
Project Mgr. Report & Project definition
PM to send the review for client to review . Client to sign-off the review.
2 Prepare Project Plan
Account Mgr./ Project Mgr.
Project plan & budget
PM/AM to send the project plan and the revised assessment to client. Client to agree and sign-off
3 Agree on Project Management Procedures
Account Mgr./ Account Mgr.
Minutes of Agreed, Dates, Milestones & Responsibilities
Client to agree on the more accurate assessment and agree and sign-off
4 Project Kick-off Presentation Presentation Optional – if required depending on size of client mgt. team
5 Steering Committee Meeting
Status Report & Minutes
Status Report & Minutes
Options – if required depending on size of client mgt. team
Phase 2 – Tools, Templates & Checklists
Tools• MS Office
Templates & Checklists• Business Requirements Review• Project plan
– Grid spreadsheet or MS Schedule to estimate project costs
• Kick-off presentation• Status Report• Minutes of meeting
Analyze Design Implement Test Hand over
1 2 3 4 5 6
Discover
Phase 3 – Design
Objective• A solution designed around a client requirements and is capable of achieving client
expectation in the agreed time, cost , quality and schedule
No. Activity Role/s Responsible
Deliverable Comments
1 Specify Business Processes and Architecture
PM ,Tech. Consultant- Client – US.
System overview and interfaces
Our delivery team to clarify from Client and then create a system overview and interfaces
2 Specify input, output interfaces
PM, Technical Consultant Client- US.
Overview interfaces Our delivery team to detail out the input/output requirement and give an overview of interfaces
3 Design user interfaces
PM, Technical Consultant
Interactive Design If required
4 Define entities PM, Technical Consultant
Database design If required
5 Define users and roles
PM, Technical Consultant Client- US
Overview users and roles
The client can specify the roles/users for the application and the India team to deliver the overview of the users and roles
6 Prepare test plan PM/Test Lead Test plan Our team to delivery a test plan for the testing to be undertaken as part of delivery
Phase 3 – Tools, Templates & Checklists
Tools• MS Office
Templates & Checklists• Design• FD : Functional Design• TD :Technical Design • IDD : Interaction Design
Analyze Design Implement Test Hand over
1 2 3 4 5 6
Discover
Phase 4 – Implement
Objective• To implement solution that is aligned with the client’s strategy, meets their
business and financial requirements.
No. Activity Role/s Responsible
Deliverable Comment
1 System installation
Delivery team Installed and configured system
As per requirement specified and agreed with the client.
2 Setup database and preferences
Delivery team Database installed As per requirement specified and agreed with the client.
3 System Integration
Delivery team Available Interfaces If required and as agreed with client during requirements/ design phases
5 Load and convert data
Delivery team Data loaded into the system
If required and as agreed with client during requirements/ design phases
Phase 4 – Tools, Templates & Checklists
Tools• MS Office
Templates & Checklists• Installation & Configuration• Status Report
Analyze Design Implement Test Hand over
1 2 3 4 5 6
Discover
Phase 5 – Test
Objective• To let the End Users test & accept the developed solution and if necessary
implement the required changes.
No. Activity Role/s Responsible
Deliverable Comment
1 Test system Test Team Test report and analysis
Delivery team to do the testing and prepare the report
2 Change control Delivery team Perform changes As the defects are raised the Delivery team to fix and manage change control
3 User Acceptance Delivery teamClient -
Formal decision to continue
Agree with user upon the end of this phase for sign-off and continuation to deploy and handover
Phase 5 – Tools, Templates & Checklists
Tools• MS Office
Templates & Checklists• Test Report
Analyze Design Implement Test Hand over
1 2 3 4 5 6
Discover
Phase 6 – Hand over
Objective• Deployment of the agreed solution as agreed with the user in the analyze and
design phases.
No. Activity Role/s Responsible
Deliverable Comment
1 System installation
Delivery team- Installed and configured live system
2 Go live Delivery team- Daily use of the system
3 Project audit & Quality control
Delivery team- Project Close & Sign-off PM to send Client intimation for closure
4 Client Satisfaction Survey
Account Mgr.- Report PM to send to Client a short survey to capture the review comments and points.
5 Hand over to support
PM /Technical Consultant -
Handover Sign-off The handover to the appropriate entity as agreed with the client
Phase 6 – Tools, Templates & Checklists
Tools• MS Office
Templates & Checklists• Installation & Configuration• Evaluation
Thanks !
