Implementation Methodology Best Practices Finalwebcasts.acc.com/handouts/Implementation_Methodology_Best...Implementation Methodology Best Practices ... [email protected]

Implementation Methodology Best Practices

June 13, 2012

Presented By:

Huron Legal in cooperation with Association of Corporate Counsel and the Law Department Management Committee

Agenda §  Introductions

•  Huron •  Accenture •  DTE Energy

§  Implementation Methodology •  Overview •  Trends

§  Implementation Best Practices •  Project Management •  Change Management •  Requirements •  Design

§ Q&A

© 2012 Huron Consulting Group. All rights reserved. Proprietary & Confidential. 2

Introductions

3 © 2012 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

Huron Legal

Michael Stetzer

DTE Energy

Accenture

Accenture

Gerry Gatt

Sharon Marchinski

Maria Ramirez

Implementation Methodology

Implementation Methodology - Overview

1.  Requirements 2.  Analysis 3.  Design 4.  Develop

–  Integration –  Conversion

5.  Test 6.  Deployment

–  Training –  Cut-over

Methodologies define the approach or steps to complete the implementation of a new system or solution:

Traditional Approach

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Implementation Methodology – Overview Why do we utilize a specific methodology?

§  Proven §  Repeatable Process §  Set Expectations §  Provides Direction

•  Where are we? •  What is next?

§  Improves Efficiency •  Don’t start baking the cake before you have the ingredients!

6 © 2012 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

Implementation Trends §  Evolving Technology

•  Applications are more sophisticated •  Easier to deploy •  Quicker to develop

§  Pace & Expectations have changed •  Users are more tech-savvy •  Traditional time-lines are not acceptable •  Cost and time constraints

§  Approach has changed driving new Methodology •  RAD •  AGILE 7 © 2012 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

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Project Management

8. Deployment 1.Requirements 2. Analysis 3.Design 4. Develop

5. Integration 6. Conversion

• Identify business requirements

• Define business problem

• Validate & Prioritize Requirements

• Assess the current processes

• Assess system usage

• Identify Gaps and opportunities

• Refine requirements

• Determine alternatives / solution

•  RFI / RFP

• Conduct Practice Group workshops

• Design and map new processes

• Design application interface

• Design system workflow

• Design integration functionality

• Design security model

• Prepare functional specifications

• Build approved design • Configure security requirements

• Prepare appropriate training and other documentation

• Build or install systems integration components

• Test system integrations

•  Analyze legacy data •  Scrub data, as needed •  Develop conversion approach •  Map data conversion •  Build conversion scripts •  Test and reconcile data •  Finalize testing

Change Management

•  Deliver training •  Production

Cut-over •  Post Project

review

7. Test

•  System Testing •  Integration

Testing •  User Acceptance

Testing •  Verify converted

data •  Validate

operational readiness

© 2012 Huron Consulting Group. All rights reserved. Proprietary & Confidential.

Implementation Methodology - Samples

Implementation Scheduling

§  Custom development versus out-of-box capability §  Number and complexity of integrations §  Data conversion effort

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Month Month Month Month Month Weeks--> 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 Draft Implementation Schedule

Requirements Analysis Design Development

Custom code Integrations Conversion Scripts

Testing Deployment - Training Deployment – Cut-over

§  Number of resources §  Dependency for configuration & development activities

(product & vendor specific)

Factors Influencing Implementation Schedule and work effort include:


Implementation Best Practices

Project Management

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Requirements Design Conversion Integration Deployment

Project Management

Develop Analysis

Change Management

Test

Success Factors Best Practices


§  Thorough up front planning §  Understanding of key

dependencies §  Clear roles, responsibilities &

Project Plan §  Dedicated Project Manager and

process for escalation §  Participation from leadership or

all parties ( vendor, client, consultant)

§  Maintain regular updates to the project plan

§  Include regular status to Management providing: •  Budget vs. Actual and Remain •  Risks / Mitigation •  Accomplishments

Change Management

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§  Early identification of stakeholders and involvement throughout project

§  Regular communications with stakeholders and end-users

§  Support by upper management §  Supporting materials including

process and training documentation


Project Management

Develop Analysis

Change Management

Test

§  Stakeholder Assessment conducted early in the project •  Who is impacted •  When will they be impact •  How will they be impacted

§  Communications Plan formalized to include: •  Frequency; •  Audience; •  Communication Type; •  Source;



Requirements

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§  Define the business problem §  Involve the right people

•  Information Technology •  Business or Legal practice •  Management

§  Prioritize •  Need to Have •  Nice to Have •  Not Required


Project Management

Develop Analysis

Change Management

Test

§  Use of common templates §  Share industry best practices

•  What are others doing? •  How can this help my organization? •  Does this apply to company

objectives? §  Conduct interviews / surveys or

workshops §  Circulate and request sign-off

requirements



Design

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§  Understanding of Product or Solution capabilities

§  Well documented requirements

§  Participation from end-user business areas


Project Management

Develop Analysis

Change Management

Test

§  Incorporate formal design reviews •  Multiple reviews are ‘ok’

§  Prototype or demonstrate system design to users

§  Conduct feasibility reviews with vendor

§  Sign-off required to proceed with Development



Questions?

Sharon Marchinski Project Manager Accenture [email protected] Maria Ramirez Legal Operations Specialist Accenture [email protected]

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Michael Stetzer Director Huron Legal [email protected] Gerry Gatt Legal Administration Manager DTE Energy [email protected]

Documents

Implementation Methodology Best Practices Finalwebcasts.acc.com/handouts/Implementation_Methodology_Best...Implementation Methodology Best Practices ... [email protected]