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Executive Summary Initiation Gate Review April 28, 2005. QD042H IBM NAR EDI Deployment WPO: Jose Mejia, WPE‘s: Steven Sherman and Jay French IT Executive: Joe Warfsman IT Project Manager: Peter Roeleveld. Table of Contents. Project Overview Project Approach Deliverable Summary - PowerPoint PPT Presentation
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Lucent Technologies – ProprietaryUse pursuant to company instruction4/28/20051
Executive SummaryInitiation Gate Review
April 28, 2005
QD042H IBM NAR EDI Deployment
WPO: Jose Mejia, WPE‘s: Steven Sherman and Jay French
IT Executive: Joe Warfsman
IT Project Manager: Peter Roeleveld
4/28/2005
Lucent Technologies – Proprietary
Use pursuant to company instruction2
Table of Contents
Project Overview
Project Approach
Deliverable Summary
Milestone Review
Project Organization
Project Costs
Key Assumptions
Dependencies
Risks
Outstanding Issues
Next Steps
Attachments
4/28/2005
Lucent Technologies – Proprietary
Use pursuant to company instruction3
Project Overview
Background– IBM has requested Lucent to implement Electronic Data Interchange (EDI) for
the transmission of several transactional messages in support of a contractual obligation
– Lucent FY04 revenue with IBM was $5M and is estimated to grow to $7M+ in FY05
– Customer order volume for FY04 was 73 orders globally and is expected to increase in conjunction with the increased revenue volume in FY05
Project Goals and Objectives– Establish an EDI interface with IBM NAR
– Deploy the following EDI transactions:
• EDI 850 (Purchase Order)
• EDI 860 (Order Changes – Customer)
• EDI 810 (Invoicing)
• EDI 824 (Application Advice)
• EDI 820 (Remittance)
4/28/2005
Lucent Technologies – Proprietary
Use pursuant to company instruction4
Project Overview Continued
Scope– IBM North America (US only)
• IBM US SAP Sold To is 8100002 (INTERNATIONAL BUS MCHS CORP)
• IBM US SAP Bill To codes are: 1400102 (4 Allegheny Ctr. Pittsburgh, PA 15212-5255), 1403661 (PO Box 9005 Endicott, NY 13761-9005) and 1403858 (4035 Seminole Trail Cumming, GA 30040)
– Phase 1:
• Purchase Order (EDI 850)
• PO Change (EDI 860)
– Phase 2:
• Invoice (EDI 810)
• Remittance (EDI 820)
• Application Advice (EDI 824)
4/28/2005
Lucent Technologies – Proprietary
Use pursuant to company instruction5
Project Approach
– This project will use the Lucent PMO Methodology and Gate Review processes to ensure adherence to project timelines as well as accurate communication and understanding across the teams and business units
– The size of the project is Medium.• Testing required with EDI and SAP• External testing required with IBM
– The following Gate Reviews are planned during the course of the project:
• Project Initiation Gate• Failsafe Gate for each phase of the project• Exit Gate
– This project is classified as Medium, with full project commitment at Initiation
– This project is being managed under the B2B FY05 Program (QD042)
4/28/2005
Lucent Technologies – Proprietary
Use pursuant to company instruction6
Security Approach/Impact
• The Risk Assessment Profile for QD042H has been approved by IT Security Risk Management (Barry Pulliam). The security impact is low since no changes to security are anticipated.
•There are no security design requirements (will use existing security measures)
•Therefore, this project requires no Security Testing.
Does this request:
(2a) affect or modify application security? No
(2b) affect or modify infrastructure security? No
(2c) introduce or change the way Lucent Proprietary Restricted (or higher) information is handled?
No
(2d) create or modify application user roles or application policy manual?
No
Suggested Approach for testing: Security Design - Risk Management Review NOSecurity Architecture Review NOAutomated Testing NOBlack Box Testing NOSource Code Review NO
4/28/2005
Lucent Technologies – Proprietary
Use pursuant to company instruction7
Deliverable Summary
4/28/2005
Lucent Technologies – Proprietary
Use pursuant to company instruction8
Deliverable Summary-2
4/28/2005
Lucent Technologies – Proprietary
Use pursuant to company instruction9
Milestone ReviewXOverall Status:
4/28/2005
Lucent Technologies – Proprietary
Use pursuant to company instruction10
Project Organization
Q D 042H - IB M N A R E D I
D o ug Le ithIT C lien t M an a g er
C rys ta l S zym a n skyIT C lie n t M a na g e m e nt
K e ith W a lp e rIT A p p lica tio n IB M
L u is A C is n e rosIT A p p lica tio n IB M
F re d e ric k S B ro w nIT A p p lica tio n IB M
IT A pp lica tio n s S E IB M
P e te r R o e le ve ldIT P ro je c t M an a g er
L in d a O 'D on n e llP ro je c t L e ad
K e yna Fu d a lS A P D e ve lo p e r/Te s te r
S c o p in g /D e s ign
S a ten dra S in ghS A P D e ve lo p e r/Te s te r
S c o p in g /D e s ign
M a he n dra P a te lS A P D e ve lo p e r/Te s te r
Jo h n W id g erQ T C S A P S D
L e isha M e a resS A P In te g ra tion D ire c to r
Jo e W a rfs m anIT E xecu tive
B ria n D u linL a ure n Jan ish
B u sin e ss L ea ds
Jo h n R ig gsS C N W P R
S te ve S h e rm anS C N W P E
Jo se M e jiaS C N W P O
4/28/2005
Lucent Technologies – Proprietary
Use pursuant to company instruction11
IT Program Costs (budget/forecast through project completion)Summary for Total B2B Program (all projects combined)
ONETIME Costs
Prior Year(s) <2004 >
Total Approved
SpendIUS
BudgetExp
BudgetCapital Budget
IUS Budget
Exp Budget
Capital Budget
Total Actuals to Date
IUS Actuals
Exp Actuals
Capital Actuals
Lucent Staff 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
3rd Party 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Hardware 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Software 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Totals: 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Current Yr <2005 >
Total Approved
SpendIUS
BudgetExp
BudgetCapital Budget
IUS Budget
Exp Budget
Capital Budget
Total Actuals to Date
IUS Actuals
Exp Actuals
Capital Actuals
Total Forecast
forecast IUS
forecast Exp
forecast Capital
Last Approved Forecast (Total)
Forecast Change
Lucent Staff 900.0 0.0 0.0 0.0 0.0 0.0 0.0 82.5 16.8 65.7 0.0 900.0 0.0 0.0 0.0 900.0 0.0
3rd Party 2,100.0 0.0 0.0 0.0 0.0 0.0 0.0 229.9 229.9 0.0 0.0 2,100.0 0.0 0.0 0.0 2,100.0 0.0
Hardware 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Software 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Totals: 3,000.0 0.0 0.0 0.0 0.0 0.0 0.0 312.4 246.7 65.7 0.0 3,000.0 0.0 0.0 0.0 3,000.0 0.0
Next Year <2006 >
Total Approved
SpendIUS
BudgetExp
BudgetCapital Budget
IUS Budget
Exp Budget
Capital Budget
Total Forecast
forecast IUS
forecast Exp
forecast Capital
Last Approved Forecast (Total)
Forecast Change
Lucent Staff 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
3rd Party 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Hardware 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Software 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Totals: 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Project Total
Total Approved
SpendIUS
BudgetExp
BudgetCapital Budget
IUS Budget
Exp Budget
Capital Budget
Total Actuals to Date
IUS Actuals
Exp Actuals
Capital Actuals
Total Forecast
forecast IUS
forecast Exp
forecast Capital
Last Approved Forecast (Total)
Forecast Change
Totals: 3,000.0 0.0 0.0 0.0 0.0 0.0 0.0 312.4 246.7 65.7 0.0 3,000.0 0.0 0.0 0.0 3,000.0 0.0
Scoping through Design Build through Exit
All Numbers are in Thousands.
4/28/2005
Lucent Technologies – Proprietary
Use pursuant to company instruction12
IT Project Costs (budget/forecast through project completion).Detail for QD042H IBM NAR EDI
ONETIME Costs
Prior Year(s) <2004 >
Total Approved
SpendIUS
BudgetExp
BudgetCapital Budget
IUS Budget
Exp Budget
Capital Budget
Total Actuals to Date
IUS Actuals
Exp Actuals
Capital Actuals
Lucent Staff 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
3rd Party 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Hardware 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Software 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Totals: 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Current Yr <2005 >
Total Approved
SpendIUS
BudgetExp
BudgetCapital Budget
IUS Budget
Exp Budget
Capital Budget
Total Actuals to Date
IUS Actuals
Exp Actuals
Capital Actuals
Total Forecast
forecast IUS
forecast Exp
forecast Capital
Last Approved Forecast (Total)
Forecast Change
Lucent Staff 40.6 6.9 7.3 0.0 21.4 4.9 0.0 0.0 0.0 0.0 0.0 40.6 28.3 12.2 0.0 0.0 0.0
3rd Party 96.0 15.5 0.0 0.0 80.4 0.0 0.0 0.0 0.0 0.0 0.0 96.0 96.0 0.0 0.0 0.0 0.0
Hardware 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Software 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Totals: 136.6 22.4 7.3 0.0 101.8 4.9 0.0 0.0 0.0 0.0 0.0 136.6 124.3 12.2 0.0 0.0 0.0
Next Year <2006 >
Total Approved
SpendIUS
BudgetExp
BudgetCapital Budget
IUS Budget
Exp Budget
Capital Budget
Total Forecast
forecast IUS
forecast Exp
forecast Capital
Last Approved Forecast (Total)
Forecast Change
Lucent Staff 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
3rd Party 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Hardware 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Software 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Totals: 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Project Total
Total Approved
SpendIUS
BudgetExp
BudgetCapital Budget
IUS Budget
Exp Budget
Capital Budget
Total Actuals to Date
IUS Actuals
Exp Actuals
Capital Actuals
Total Forecast
forecast IUS
forecast Exp
forecast Capital
Last Approved Forecast (Total)
Forecast Change
Totals: 136.6 22.4 7.3 0.0 101.8 4.9 0.0 0.0 0.0 0.0 0.0 136.6 124.3 12.2 0.0 0.0 0.0
Scoping through Design Build through Exit
All Numbers are in Thousands.
4/28/2005
Lucent Technologies – Proprietary
Use pursuant to company instruction13
On-Going IT Operational Cost Analysis (Total Project)
Notes:• Operational costs are expected to be absorbed by current support headcount.• Actual Program Costs are through 3/31/05.• Actual costs incurred by the following projects:
• QD042A – MasTec EDI• QD042C – Qwest LCAM• QD042D – US Cellular EDI• QD042F – Telus• QD042K – Sprint 855 Modifications• QD042O – Sprint EDI/PO Tax Exempt Flag• QD042U – AT&T Ariba Upgrade• QD042S-1 – Verizon CCP+ Phase 2 Firm Schedule/Completion Notice• QD042W – Telefonica Add Ons
IT Operational cost analysis
Pre-Project Costs
2004 OPS Cost
2005 OPS Cost
2006 OPS Cost
Recurring Yearly OPS
Cost2004
Incremental2005
Incremental2006
Incremental
Recurring Yearly
Incremental
Lucent Staff 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
3rd Party 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Software 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Totals: 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
All Numbers in Thousands
4/28/2005
Lucent Technologies – Proprietary
Use pursuant to company instruction14
Key Assumptions
Assumption Type AssumptionsProject Size / Complexity Project is classified as medium.
Scope is limited to IBM NAR (US only) Phase 1: Purchase Order (EDI 850), PO Change (EDI 860) Phase 2: Invoice (EDI 810), Remittance (EDI 820), Application Advice (EDI 824)
Resource Assumptions IBM will have resources available to test. To deliver this project on time, it is assumed that all project resources will remain on this project for the duration of this project.
Schedule Assumptions IBM will align with our testing schedule. Each organization will meet or beat each project milestone. Failure to do this will jeopardize the overall project. Because there is EDI and SAP development, the deployment date must occur on one of the monthly IT organization Operational Deployment dates
Cost Assumptions Lucent rate is $77 an hour IBM rate is $92 an hour SAP Consultant rate is $160 an hour
Risk Assumptions A higher priority project may impact project schedule and resources ITSM project takes a higher priority, which may impact resource availability In the Month Augustus the Data Centre will move to an other location.
Other Assumptions Description
4/28/2005
Lucent Technologies – Proprietary
Use pursuant to company instruction15
Dependencies
None at this time.
4/28/2005
Lucent Technologies – Proprietary
Use pursuant to company instruction16
Risks
If Risk is realized during project note “Yes” If not Realized note “No”.
Probability of Occurrence
1-30% Low
31-60% Medium
61-100% High
Severity Low Medium High
Resources 0-5% 5.1-9.9% 10%+
Cost Under $50k $50 - $99k $100k+
Change in Failsafe and or Go-live
Less than 2 weeks
2-3 Weeks Over 3
Weeks
Risk Probability(H, M, L)
Severity(H, M, L)
Mitigation Strategies Realized?(yes/no)
Project Schedule and Resources – as with all projects, the schedule may be changed or the project put on hold due to a higher priority project within Lucent and/or IBM.
L M Maintain close communication with PMO and the Project Team. We will need to be alert to issues that may have an impact on the timing of the project, and the team will have to take action as early as possible in order to minimize any negative impact.
Effort needed for the ITSM project takes a higher priority, and may impact resource availability
M H Monitor effort needed to support ITSM, and plan appropriately
To deploy, IBM must be prepared to accept and send our messages and deployments must be synchronized.
M M Maintain communication with IBM to monitor their readiness to deploy.
4/28/2005
Lucent Technologies – Proprietary
Use pursuant to company instruction17
Outstanding Issues
None at this time.
4/28/2005
Lucent Technologies – Proprietary
Use pursuant to company instruction18
Next Steps
Next Steps Responsible Due DateEstablish Weekly Team Meetings Peter Roeleveld 5/2/05
4/28/2005
Lucent Technologies – Proprietary
Use pursuant to company instruction19
Attachments
The next zip file contains
1. Project Request
2. Project Definition Document
3. Communication Plan
4. Communication Plan Sign Off
5. Security Risk Assessment Profile
6. Security Review Sign Off
7. WPE Sign Off
Not yet available
1. Detailed Project Work Plan
QD042H-attachments.zip
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