Project Kick-OffRequirements and Process Review

Speaker name

Title

• Introduction• Review Definition & Objectives• Business Benefits• Review Overview• Key Activities• Expectations• Scope• Wrap Up • Questions & Answers

Agenda

• Team Member Introduction– Sponsor– Project Manager– Consultant– Identified Key Business & IT Persons– Confirm Team Members’ Roles & Responsibilities

For the Engagement

Introduction

• Review Definition:– To review high-level functional requirements and business processes to be

included within a Microsoft Dynamics CRM 2011 implementation including any integration requirements that may be required with other systems.

• Primary Objective:– To document all high-level functional requirements, business process

requirements and integration requirements of the potential Dynamics CRM 2011 implementation.

Review Definition & Objectives

• The Requirements and Process review provides the following business benefits:– Review and listing of the high-level functional

requirements, business processes and integrations requirements.

– Early identification of the high-level scope of the project helping to prevent costly rework in later phases.

– A level of confidence to project governance of the correct product being selected.

Business Benefits

Overview

IdentifyFunctional

Requirements

IdentifyBusiness Processes

IdentifyIntegration

Requirements

Document Issues

Requirements and Process Review Report

Activities

Deliverables

• List High-Level Functional Requirements:– List all functional requirements.

• List and review Business Processes:– List high-level to-be business processes.

• List Integration Requirements:– Identify and list potential integration

requirements.

Key Activities

– Access to persons responsible for completing the Functional Requirements, Business Process and Integration Requirements spreadsheets.

– Clear path to resources for answering questions and providing clarity as necessary for the duration of the review.

Expectations

• The following customer provided items will be reviewed:– High-level functional requirements.– High-level business processes.– High-level integration requirements.

• All other items are considered out of scope for this review.

Scope

• Action Items:– Capture of Functional Requirements, Business-

Process and Integration Requirements documentation.

– Development of Review report and supporting presentation for final delivery.

– Confirm date, time and location for findings presentation.

Wrap Up

• Are there any questions or concerns we need to address at this stage?

Questions & Answers

Many Thanks

Ready to Start!