Partner Implementation - Document360
Transcript of Partner Implementation - Document360
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Consulting MethodologyPartner Implementation
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Agenda a. Iterative Methodology
b. Threekit Project Planning
c. Quality Workshop
a. Project Reviews
b. Architecture & Design Reviews
c. Validation
1. Customer Success at Threekit
2. Project Examination
3. Operational Readiness
a. Customer Resourcing
b. Roles & Responsibilities
c. Program Ownership
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Customer Success at Threekit
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Customer Success at Threekit
Executive
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Customer Journey
RenewalCSMs manage renewal conversations
towards the end of their contract term.
New Customer OnboardingCSMs manage renewal conversations towards the end of their contract term.
ImplementationCustomers are assigned a PM-led implementation team for the duration of their project.
Customer SatisfactionCSMs run Quarterly Business Reviews
(QBRs) with cadence check-ins to solicit customer feedback.
AdoptionThe CSM will establish key metrics and
cadence to ensure product adoption.
Go LiveAt the end of the project, customers are onboarded to the support portal and the CSM cadence is set.
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Threekit Implementation Methodology
• Architecture
• First Model Iteration
• Quality Workshop
Establish Standards
• Primary Product
• Guided Selling
• eCommerce Integration
• Visual Review
Minimum Viable Product
• New Models
• Additional Accessories
• Advanced Configuration
• Visual Review
Enhancement
• Remaining Phase 1 Products
• Personalized Outputs
• Launch to Production
Go Live
SOLUTION DESIGN RELEASE 1 RELEASE 2 VALIDATION & FINAL RELEASE
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Scope management
Discovery occurs naturally
Contingency Planning
Change Management Committee
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Task Estimation: Art vs. Science
• Complex vs. Simple• Configuration & User Experience• 3D Models • Materials• Integration
• Design time• Peer design review
• Build hours vs. Validation hours• Set-up time• Visual Review time• Peer review time
• “Yes, and…”• Offering multiple solutions
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Visual Review
• Objective: Obtain feedback to confirm work vector
• Audience is primary project team and stakeholders from both teams
• Presentation of existing assets• Occurs once every two weeks • Owner is the delivery team
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Approval Standards & Cadence
• Set Visual Standards
• Approval Leads: Determine approval owners
• Establish approval timing: Daily & Weekly approvals
• Delivery timing• Approval feedback mode EXAMPLE
Sofa Render Preview
Paisley, Window Pane, Houndstooth
item_XYZ_ABC_1.png
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Approval Mode
• How to determine quality through subjectivity
• Establish customer ownership of each workstream
• Establish guiding principles for approvals
• Establish estimated timing for deliverables & approval time
• Establish deliverables that have dependencies
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Threekit Project Examination
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Role of the Project Manager• Command & Control
• So What?
• Earned value tracking
• VISUAL REVIEW
• Know the overall design
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Project Examination
• Occurs weekly
• Seeing through the lens of the customer
• Shiny and fast!
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Architecture & Design Review
• Shiny & fast!• Include a UI review
• Establish internal standards for UI, performance, delivery, optimization
• Confirm design direction with broader team• Cross confirmation of architecture design• Idea sharing• View from a different perspective
• Schedule multiple reviews during project
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Validation Process
• Use Case/Test Script iteration• UAT and Testing Strategy and
Planning• Defined Testing Periods
• Defined use cases per test period
• Develop a regression test process to validate downstream impacts
• Subset of Use/Test Cases can be used for smoke testing
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Release Planning & Operational Readiness
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Release Planning & Operational Readiness
• Establish a release strategy within the first month of the project
• Consulting recommendations
• Treat this program as a living entity that will continue to grow and change with your business
• Need user feedback to help guide its growth
• Establish:
• A Program Owner (present & future)
• Technical Administration Team
• Business Administration Team
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Customer Resources
• Program Manager• Project Manager• SMEs
• Configuration • Pricing • Integration• Marketing• Sales
• IT Management & Support• Stakeholders
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Roles and Responsibilities
Role Responsibility
Subject Matter Expert (Customer)
• Design Participation• Model validation• Configurator validation• Naming conventions & product mapping• Feedback & Approval
Design Lead(Implementer)
• Design Participation• Internal Quality Review• Requirements documentation• Modeling workflow
Modeling / Scanning (Implementer)
• Material scanning• Lighting & scene set up• Art direction
Project Manager (Implementer/Customer)
• Project control & delivery• Resource coordination• Budget• Timeline management• Point of escalation
Stakeholder (Implementer/Customer)
• Feedback & Approval• Resource allocation• Budget approval• Point of escalation
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Program Owner
• Owner of Threekit solution and its long term success• Typically someone who has
• Grasp of business needs
• Understands high-level architecture
• Alignment with management for the long term vision • Examples of Activities
• Provide guidance to leadership on areas for improvement and recommended path
• Follow through to ensure technical and business are meeting objectives
• Ensure elevated issues are resolved
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Technical Administration
• ThreeKit will require technical resources to administer the platform• Technical Admin duties
• Updates, changes and addition of styles, colors & options
• Updates, changes, and addition of configuration logic
• Implementation of new styles, colors & options• Supporting the transition:
• Provide high-level administrative documentation
• Documentation shared with and transitioned to customer support & success teams
• Assign administrators to initial implementation project
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Business Administration• Each functional area interacting with the ThreeKit
tools should have a business administrator• Business Admin duties:
• Represent business in Customer Advisory Board meetings
• Ensure any manual data is kept up to date
• Review of changes to system output and signoff prior to production release
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