Step by Step Guide for Implemenattion Project

8/19/2019 Step by Step Guide for Implemenattion Project

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BoK on Step-by-Step Guide for ProjectManagement in ERP Implementations

Autor!s"# Manis Agar$al !manis%agar$al&'(infosys)com"

Saurangsu *a+rabarty !saurangsu%c(infosys)com"

,ate $ritten!MM,,.."# &'-Mar-/&&0

,eclaration

1e ereby declare tat tis document is based on our personal e2periencesand e2periences of our project members) 3o te best of our +no$ledge4 tis

document does not contain any material tat infringes te copyrigts of anyoter indi5idual or organi6ation including te customers of Infosys)

Manis Agar$al4 Saurangsu *a+rabarty

Project ,etails

• Projects involved : HKSMLAXA (Axapta Implementation at SML Hong Kong)

• H/ Plat!orm: indo"s #$$% Server& 'nix

• S/ nvironment: Microso!t Axapta *$& "e+Met,ods -*$

• Appln* .pe: 0P implementation

• Project .pe : 1ixed 2id

3arget readers# Project Managers

Key$ords# Project Management in ERP implementations4 Ris+4 7it-GapAnalysis4 Re8uirements 3raceability matri24 S,9* 4 Project Plan

Page 1 of 45

mailto:[email protected]




I:3R;,<*3I;:

.,e doc3ment is a step4+4step g3ide !or Project Management in 0P

Implementations* It details o3t t,e vario3s p,ases in 0P implementation* A3t,ors

,ave incl3ded a c,apter to explain t,e dnamics and idiosncras o! t,e SM2 0P

implementations and 5e points to consider !or red3cing t,e timeline and cost& vital!or implementation* .,e a3t,ors ,ave em+edded t,e templates ",ic, can +e readil

3sed "it, minor modi!ications as per t,e c3stomer re63irements*

.,e a3t,ors ,ave mentioned 7+jective& ntr 8riteria& Activities& xit 8riteria& 9os&

9onts& xpedition .ips and 0esponsi+ilit Matrix !or eac, o! t,e Implementation

P,ases*

.,is doc3ment is +ased on t,e personal experiences o! t,e a3t,ors* Ho"ever& inp3ts

,ave +een ta5en !rom ot,er SM2 projects and some o! t,e templates ,ave +een

ta5en !rom P0I9*

.,is is a "or5ing doc3ment and an inp3ts or s3ggestions o3 ma ,ave "ill +e

extremel val3a+le to 3s;

.,an5 <o3;

Saurangsu *a+rabarty !Saurangsu%*(infosys)com"

Manis Agar$al !manis%agar$al&'(infosys)com"

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Introd3ction

A3t,ors ,ave divided t,e implementation ccle in eig,t major p,ases and # s3+

p,ases* .,e details o! t,ese p,ases are covered in t,e later c,apters*

S):o Major Pases Sub-Pases

Eero P,ase * Eero P,ase

# Project Kic5 7!! * Project Initiation/Kic5 7!!

% 0e63irement Analsis and 13nctional

Speci!ication

* As4Is 'nderstanding

#* 0e63irement Fat,ering

%* 1it Fap Analsis

* 13nctional Speci!ication

% .ec,nical 9esign and 9evelopment * .ec,nical 9esign#* 9evelopment

B Sstem Integration .esting * Sstem Integration .esting

C 'ser .raining * 'ser .raining

- 'ser Acceptance .esting * 'ser Acceptance .esting

@ 9eploment and Fo4Live * 9eploment and Fo4Live

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Eero P,ase

;bjecti5e

* .,e o+jective o! t,is p,ase is to get Project Manager ac63ainted "it, t,e project

+ac5gro3nd* .,is is a meeting cond3cted +et"een Project Manager& Proposal

Anc,or& 9eliver Manager& 13nctional Lead and .ec,nical Lead*

.,is meeting is cond3cted "ee5 +e!ore t,e Project start*

Entry *riteria

* Signed o!! S7

#* Identi!ication o! Project Manager& 13nctional Lead and .ec,nical Lead

E2it *riteria

* A dra!t version o! t,e Project 8,arter

Acti5ities

* .,e agenda o! t,is meeting is to 3pdate t,e Project Manager o! t,e Project

+ac5gro3nd and s,o3ld cover t,e !ollo"ing topics:

a* 'nderstanding o! t,e 23siness needs + t,e Project Anc,or

+* Indenti!ied 0is5

c* Ass3mption made d3ring t,e proposal s3+mission

,;HS

* Proposal Anc,or s,o3ld s,are an availa+le doc3mentation related to t,e project

"it, t,e Project Manager*

#* All t,e 0is5s/Ass3mption s,o3ld +e re4disc3ssed and re4validated* .,ese

ris5s/ass3mptions s,o3ld get into t,e Project Plan to +e prepared + t,e Project

Manager*

,;:H3

* =ot,ing speci!ic to +e ,ig,lig,ted

E2pedition 3IPS


Responsibility Matri2

S):o

,eli5erable Primary Responsibility!;nsite;ffsore"

SecondaryResponsibility

!;nsite;ffsore"

9ra!t Project 8,arter Project Manager (7nsite) Proposal Anc,or

Page 7 of 45



Project Initiation/Kic5 7!!

;bjecti5e

1. .,e o+jective o! t,is p,ase is to set t,e rig,t expectations "it, t,e c3stomer*

Entry *riteria

2. Sign o!! GStatement o! or5 !rom t,e c3stomer

E2it *riteria

* Project 8,arter

#* Sign o!! on t,e Project Plan

%* 1inaliation o! Sta5e,older Matrix !or t,e GAs4Is Process 3nderstanding

Acti5ities

* .,is P,ase 3s3all start "it, t,e Kic547!!J presentation to t,e c3stomer Project

team* A template !or t,e Kic5 7!! presentation is em+edded +elo":

Kickof Presentation Template.zip

#* A ProgramProject *arter needs to +e jointl prepared + In!oss and

c3stomer Project Manager* .,is doc3ment de!ines ,ig, level o+jectives o! t,e

Program/Project* A sample template is given +elo"*

ProgramCharter.zip

A Project 8,arter gives t,e +3siness driver& Project j3sti!ication and ,ig, level

sta5e,older re63irements*

%* A Project Plan needs to +e prepared and approved + 83stomer Manager* A

sample template o! t,e Project Plan is given +elo"*

ProgramManagement Plan.zip

Fiven +elo" are t,e templates ",ic, can +e 3sed !or vario3s sections in t,e

Project Plan* .,e Project Manager needs to c3stomie t,ese templates a!ter

disc3ssing "it, t,e c3stomer I. team*

A Ris+ Assessment Cuestionnaire and a Ris+ Management template are

em+edded +elo"*

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Risk AssessmentQuestionairre.zip

Risk Management Templete.zip

A Scedule Plan can +e made eit,er in MS xcel or *mpp can +e 3sed* A

sample template !or excel sc,ed3le plan is em+edded +elo":

Project Timelines.zip

A *ommunication Management template is em+edded +elo"*

Communication Plan Template.zip

A Kno$ledge Management Plan template is em+edded +elo"*

K-MapTemplate.zip

A 3raining Plan template is em+edded +elo"*

Training Plan Template.zip

* A *onfiguration Management Plan needs to prepared and signed o!! "it, t,e

c3stomer* A template o! t,e 8on!ig3ration Management Plan is given +elo"*

CongurationManagement Plan Te

B* A Sta+eolder Matri2 needs to +e prepared* .,is matrix "ill ,elp In!oss

Project Manager to get a list t,e 5e contacts person !rom eac, o! t,e +3siness

area and t,e sign o!! o"ners,ip o! vario3s doc3ments !rom t,e c3stomer

I./23siness team* A template o! t,e Sta5e,older Matrix is given +elo"*

takehol!er Matri" Template.zip

C* A Scope *ange Re8uest Analysis template& a Scope *ange 3rac+ing

template and a *ange Re8uest 3emplate are em+edded +elo":

cope ChangeRe#uest Anal$sis Te

cope ChangeRe#uest Tracking Te

Change Re#uest Template.zip

-* A Resource Plan template is em+edded +elo"

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Resource Plan %&ariance Report.zip

,;HS

1. It is recommended t,at In!oss Project Manager disc3sses t,e delivera+les !or

eac, o! t,e p,ases "it, t,e c3stomer* A *ontainer document containing all t,e

delivera+le s,o3ld +e maintained and s,ared "it, t,e c3stomer Project Manager

a!ter completion o! eac, o! t,e p,ase* A template o! t,e 8ontainer doc3ment is

em+edded +elo":

Container!ocument.zip

2. Project Manager s,o3ld prepare a Master Sign off document !or all t,e

delivera+les on ",ic, In!oss needs t,e c3stomer sign o!!* .,is s,o3ld +e s,ared"it, c3stomer Project Manager* A template !or t,e same in em+edded +elo"*

ign 'f Template.zip

3. In!oss Project Manager s,o3ld trac5 t,e important Project Meas3rement

Statistics and t,e same s,o3ld +e disc3ssed "it, In!oss Management (and "it,

c3stomer Management& i! re63ired) at reg3lar intervals* .,e 5e milestones

metrics are disc3ssed in t,e doc3ment given +elo"*

Measurement(Anal$sis()ui!eline.zip

4. Project Manager s,o3ld s,are t,e template o! t,e ee5l 0eport "it, t,e

c3stomer team* .,e template !or t,e ee5l 0eport s,o3ld +e !inalied in t,is

P,ase*

*eekl$ tatusReport Template.zip

,;:3HS* In!oss 8ons3ltant(s) s,o3ld not ,esitate to disc3ss t,e min3test re63irement

detail "it, t,e c3stomer* It is +etter to ,ave t,ese 3nderstandings doc3mented

and get a sign o!! !rom t,e c3stomer rat,er t,en ,aving am+ig3ities ",ic, "ill +e

deleterio3s to t,e project*

E2pedition 3ips


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S):o



!;nsite;ffsore"

Project 8,arter Project Manager (7nsite) =ot Applica+le# Project Plan Project Manager (7nsite) Project Manager

(7!!s,ore)% Sta5e,older Matrix Project Manager (7nsite) 13nctional 8ons3ltant

(7nsite) 8on!ig3ration

Management PlanProject Manager (7nsite) Project Manager

(7!!s,ore)B 0eso3rce Plan Project Manager

(7!!s,ore)Project Manager(7nsite)

Page 11 of 45



As4Is 'nderstanding

;bjecti5e

* .,e o+jective o! t,is p,ase is to get an 3nderstanding o! t,e present +3siness

processes o! t,e c3stomer*

Entry *riteria

* Sign o!! on t,e Project Plan !rom c3stomer Project Manager

#* Sta5e,older Matrix

%* As4Is disc3ssion Sc,ed3le

E2it *riteria

* Sign o!! on t,e GAs4Is doc3ment !rom t,e c3stomer

Acti5ities

* In!oss 8ons3ltant(s) s,o3ld ,ave disc3ssions "it, c3stomer 23siness and I.team on t,e As4Is Process* Some o! t,e 5e areas& 8ons3ltant(s) need to

capt3re in t,e GAs4Is doc3ment are listed +elo":

a* Business Processes# 'nderstand t,e c3stomer +3siness Processes&

pre!era+l in a visio !ormat* 1or eac, o! t,e steps in t,e !lo" c,art&

8ons3ltant(s) s s,o3ld capt3re t,e name of department4 user role

exec3ting t,at speci!ic step*

+* Screensots# I! t,e c3stomer is 3sing a legac application& capt3re t,e

screens,ots corresponding to eac, o! t,e steps in t,e +3siness processes*

c* ,ocuments (Invoice& Pac5ing Slip& Pic5ing List& 83stom Invoice etc) re63ired

d3ring t,e +3siness processes* .,ese are mandator doc3ments re63ired in

t,e +3siness !lo"* (=eed to +e sent to c3stomer& government& external part

etc)* P3rpose o! t,e doc3ments s,o3ld +e 3nderstood and doc3mented*

d* Analysis Report# 'nderstand t,e p3rpose o! t,e eac, o! t,e analsis

reports* 8ons3ltant(s) s,o3ld collect t,e sample report copies* P3rpose o! t,e

reports s,o3ld +e 3nderstood and doc3mented*

e* Security# A ,ig, level sec3rit re63irement s,o3ld +e collected !or eac, o!

t,e processes* As a part o! Sec3rit 0e63irement Fat,ering& 8ons3ltant(s) s

needs to 3nderstand t,e 3ser roles and t,eir privileges !or eac, o! t,e

+3siness processes*

!* As-Is Integration Points# 8apt3re t,e details o! all t,e integrations points

and t,eir p3rpose

g* 7ield# 8apt3re all t,e in!ormational/derived !ields 3sed in t,e c3rrent As4Is

Sstem* It is pre!era+le to capt3re t,e p3rpose& data4tpes and lengt, o!

t,ese !ields*

,* 3ables*omponents APIs# I! t,ese !ields need to +e +ro3g,t !rom t,e

legac application& it "o3ld +e pre!era+le to capt3re t,e names o! t,e ta+le or

Page 12 of 45



parameters ret3rned + t,e component APIs in t,e legac sstem* .,is "o3ld

+e o! great ,elp in t,e 9ata Migration and Inter!ace development*

A As4IsJ template is em+edded +elo":

As-+s Process Template.zip

#* In!oss 8ons3ltant(s) s,o3ld start "or5ing on t,e 0e63irement 9oc3ment in t,is

p,ase* All t,e GAs4Is re63irements ",ic, c3stomer expects in t,e !3t3re 0P

s,o3ld +e doc3mented*

,;HS

* In!oss 8ons3ltant(s) s,o3ld tr to +e ,ands4on on t,e legac sstem o! t,e

c3stomer* .,is "ill ,elp t,em 3nderstand t,e GAs4Is !lo" +etter*

#* 'nderstand ,o" t,e GAs4Is Integration Points "or5 and t,e data/message

exc,anged*%* 0e63est 83stomer to give Read AccessH to t,eir legac sstem and t,eir +ac5

end data+ase*

* Project Manager s,o3ld ens3re t,at rig,t a3dience are present !or explaining t,e

GAs4Is process !rom t,e c3stomer +3siness team*

B* Peer 0evie" (7nsite as "ell as 7!!s,ore) s,o3ld +e done on t,e GAs4Is doc3ment*

C* 7nce t,e In!oss 8ons3ltant ,ave 3nderstood t,e GAs4Is processes& In!oss

8ons3ltant s,o3ld start s,o"ing t,e !3t3re 0P sstem to t,e c3stomer* .,is "ill

,elp 23siness team to ,ave an 3nderstating o! t,e !3t3re 0P and "ill ,elp

In!oss team start getting a +34in o! t,e 0P prod3ct*

-* In!oss "ill give t,e Sec3rit Set 3pJ training to c3stomer team d3ring t,e.ec,nical 9esign P,ase* 1inal sec3rit con!ig3ration "ill +e done + t,e c3stomer

d3ring t,e development p,ase* .,e same "ill +e tested d3ring t,e SI.* In!oss

Project Manager s,o3ld comm3nicate t,e same to c3stomer Project Manager*

,;:H3

* 9oc3ments and 0eport re63irements are 3s3all missed d3ring t,e GAs4Is process

st3d* In!oss 8ons3ltant(s) s,o3ld ,ave t,e !3nctional 3nderstanding o! all t,e

doc3ments and reports*

#* 9o not ass3me ant,ing in t,e GAs4Is processes* I! t,ere are an ass3mptions&

t,e s,o3ld +e explicitl mentioned*

E2pedition 3IPS

* In!oss 8ons3ltant(s) s,o3ld s,are t,e As4IsJ template "it, t,e c3stomer +e!ore

t,is p,ase starts* It is expected t,at t,e c3stomer +3siness team comes prepared

!or t,ese sessions* Some o! t,e tas5s ",ic, can +e expected !rom t,e +3siness

team +e!ore t,ese meetings are:

Page 13 of 45



a* 9ra!t version o! t,e 23siness process 1lo": In!oss 8ons3ltant(s) s,o3ld

st3d t,ese process !lo"s +e!ore going !or t,e GAs4Is meetings*

+* 9oc3ment and 0eport templates to +e given to In!oss 8ons3ltant(s) s

+e!ore,and*

.,ese dra!t versions can +e !inalied d3ring t,e As4IsJ meetings*#* Some o! t,e tas5s li5e ta+le in!ormation& data4tpe o! t,e !ields can +e

accomplis,ed "it, t,e ,elp o! t,e 83stomer I. team and In!oss .ec,nical

0eso3rce* 83stomer +3siness team is not re63ired !or t,ese tas5s* .,is can +e a

parallel activit*


S)

:o

,eli5erable Primary Responsibility

!;nsite;ffsore"

Secondary

Responsibility!;nsite;ffsore"

As4Is 9oc3ment 13nctional 8ons3ltant(7nsite)

* .ec,nical 8ons3ltant(7nsite)

#* 13nctional8ons3ltant(7!!s,ore)

3. .ec,nical 8ons3ltant(7!!s,ore)

Page 14 of 45



0e63irement Fat,ering

;bjecti5e

.,e o+jective o! 0e63irement Fat,ering p,ase is to collect all t,e functional and

non-functional re63irements o! t,e c3stomer* .,ese re63irements "ill +e in +its

and pieces& ",ic, com+ined "it, t,e GAs4Is 3nderstanding "ill ,elp In!oss

8ons3ltant(s) prepare t,e G.o42e4Process !lo"s*

.,is p,ase can also +e done in parallel "it, t,e GAs4Is p,ase* Ho"ever i! t,e

c3stomer processes are complex& it is recommended t,at 0e63irements are gat,ered

in a separate p,ase* In t,is p,ase& it is expected t,at t,e c3stomer +3siness /I.

team mention t,e re63irements ",ic, are not presentl ,andled + t,eir legac

sstem*

Entry *riteria

* Signed 7!! GAs4Is doc3ments

#* G0e63irement Fat,ering disc3ssion Sc,ed3le

%* Identi!ication o! c3stomer 23siness Process o"ners

E2it *riteria

* Sign o!! on t,e 0e63irement doc3ment !rom t,e c3stomer

Acti5ities

* All t,e !3nctional& =on !3nctional and Inter!ace re63irements s,o3ld +e collected

in t,e re63irement doc3ment*

a* 7unctional Re8uirements# .,ese are !3nctional expectations !rom t,e

application/pac5age* Some o! t,e 5e points are:

It is pre!era+le to capt3re t,e detail re63irements in an excel !ile*

8ons3ltant(s) s,o3ld also capt3re t,e genesis o! t,ese re63irements*

9epartment/3ser name s,o3ld +e capt3red against t,ese re63irements*

9oing t,is "ill ena+le 8ons3ltant(s) to trac5 t,em later !or !3rt,er

clari!ications/disc3ssion*

+* :on 7unctional Re8uirements# 8ons3ltant(s) s,o3ld also capt3re an non

!3nctional re63irements d3ring t,is p,ase* .,ese re63irements can +e relatedto:

Sstem Per!ormance

0esponse .ime

Load

Availa+ilit

Page 15 of 45



c* Interface Re8uirements#

I! t,e legac sstem(s)/trading partners need to +e exc,ange data "it,

t,e ne" sstem& t,ese re63irements s,o3ld +e capt3red ,ere*

=on !3nctional re63irements o! eac, o! t,e integrations points li5e t,e

load& !re63enc& etc can +e s,o3ld +e capt3red*

9etails o! existing AI tool (i! an) +eing 3sed& t,e existing error ,andling

!rame"or5 and re3sa+le components (i! an) s,o3ld capt3red*

A template o! t,e 23siness 0e63irement doc3ment is given +elo":

,usinessRe#uirement ocume

#* .,is re63irement s,eet is t,e starting point !or t,e preparation o! t,e

.racea+ilit MatrixJ* 8ons3ltant(s) s s,o3ld 3se t,is doc3ment to capt3re t,e

re63irements in detail* .,ese re63irements can t,en +e trac5ed in t,e later

p,ases !or coverage* .,e template o! t,e tracea+ilit matrix is given +elo":

Traceailit$ Matri" Template.zip

,;HS

* 0e63irement doc3mentation s,o3ld +e detailed eno3g, so t,at individ3al

re63irements can +e trac5ed 3ntil t,e 'A. test planning p,ase* 8ons3ltant(s)

s,o3ld not tr to cl3+ re63irements*

#* In!oss Project Manager s,o3ld comm3nicate to c3stomer t,at t,ere can +e some

re63irements ",ic, cannot +e met d3e to tec,nical complexit or prod3ct

limitation& In!oss "ill get +ac5 to c3stomer "it, proper reasoning o! t,e same

d3ring t,e G1it4Fap and G13nctional 9esign P,ase*

%* I! t,ere are some tas5s ",ic, need to +e done + t,e c3stomer I. team t,e

same s,o3ld +e ,ig,lig,ted to c3stomer Project Manager*

* Peer 0evie" (7nsite as "ell as 7!!s,ore) s,o3ld +e done*

,;:3HS


E2pedition 3ips



S) ,eli5erable Primary Responsibility Secondary

Page 16 of 45



:o !;nsite;ffsore" Responsibility!;nsite;ffsore"

0e63irement9oc3ment

13nctional 8ons3ltant(7nsite)

13nctional 8ons3ltant(7!!s,ore)

Page 17 of 45



1it Fap Analsis

;bjecti5e

.,e o+jective o! t,e 1it Fap p,ase is to map t,e 83stomer 0e63irements to Prod3ct

!3nctionalities* 23siness 0e63irements are classi!ied in given +elo" !o3r +3c5ets:

* 73t o! 2ox

#* 83stomiation

%* 8on!ig3ration

* =ot Possi+le

Entry *riteria

* Signed o!! 0e63irement doc3ment

E2it *riteria

* 8lassi!ication o! all t,e re63irements in appropriate +3c5ets (as per t,e 1it Fap

Analsis s,eet)* In!oss Project Manager s,o3ld s,are t,e same "it, c3stomer

Project Manager& i! needed*

Acti5ities

* 1it Fap Analsis s,eet is prepared d3ring t,is p,ase* .,e 1it Fap Analsistemplate is em+edded +elo":

/it )ap Anal$sis.zip

,;HS

* 1or t,e 8omplex/=ot Possi+leJ re63irements& In!oss o!!s,ore team s,o3ld do

Proo! o! 8onceptsJ* I! tec,nical team is not a+le to ac,ieve t,e same& prod3ct

vendor ,elp s,o3ld +e ta5en* I! it t3rns o3t to +e a Prod3ct limitation&

8ons3ltant(s) s,o3ld ,ig,lig,t t,is to c3stomer "it, proper reasoning*

#* I! it is 1ixed Price project and t,e n3m+er o! Faps !o3nd a!ter 1it Fap Analsis

are m3c, ,ig,er t,en ",at "as +3dgeted !or& In!oss Project Manager s,o3ld

disc3ss t,e same "it, t,e c3stomer Project Manager* I! it leads to

Scope/8ost/.ime increment& t,e same s,o3ld +e disc3ssed candidl "it, t,e

c3stomer*%* Identi!ication o! extra so!t"are components /pac5age t,at t,e c3stomer mig,t

need to +3* .,e same s,o3ld +e disc3ssed "it, t,e c3stomer and t,e list s,o3ld

+e derived and s,ared "it, c3stomer*

,;:3HS


Page 18 of 45



E2pedition 3ips


Page 19 of 45




S)

:o


!;nsite;ffsore"

Secondary

Responsibility

!;nsite;ffsore"

1it Fap 0egister 13nctional 8ons3ltant(7!!s,ore)

* .ec,nical 8ons3ltant(7!!s,ore)

#* 13nctional8ons3ltant (7nsite)

Page 20 of 45



13nctional 9esign P,ase

;bjecti5e

.,e o+jective o! t,e 13nctional 9esign P,ase is to prepare t,e .o42e4ProcessJ !lo"s&

,ave a complete !3nctional 3nderstanding o! t,e c3stomiations& report& inter!aces&

data migration and sec3rit re63irements ",ic, needs to +e developed as a part o!

implementation*

Entry *riteria

* As Is Process 9oc3ment

#* 23siness 0e63irements 9oc3ment

%* 1it Fap Analsis 9oc3ment

E2it *riteria

* Signed o!! 13nctional 9esign 9oc3ment

#* 1inaliation o! 9ata Model/9ata+ase Str3ct3re

%* Sstem Arc,itect3re 9oc3ment

* Mapping Speci!ications !or Inter!aces

Acti5ities

* 13nctional 9esign doc3ment is prepared d3ring t,is p,ase* A template o! t,e

13nctional 9esign is em+edded +elo"*

/unctional esignocument.zip

#* 9ata+ase design to +e !inalied* ('se tools li5e Po"er23ilder& ?isio& etc to create

t,e data model)

%* 'pdate t,e tracea+ilit matrix

* 'sing t,e metrics collected on data load to derive t,e capacit planning

B* Prepare a sstem arc,itect3re doc3ment* .,is doc3ment ,ig,lig,ts t,e

interaction +et"een 0P prod3ct to +e implemented and c3stomer legac

sstems*

C* Identi!ication and planning !or t,e appropriate integration patterns to +e 3sed

ta5ing into consideration t,e !3nctional re63irements/non N !3nctionalre63irements*

-* Identi!ication o! Per!ormance .esting tools to +e 3sed and its proc3rement*

,;HS

* Iterative internal and external revie" process d3ring t,e preparation o!

13nctional 9esign 9oc3ment "ill red3ce t,e de!ects injected d3ring t,is p,ase*

Page 21 of 45



#* 9evelop Proo! o! 8oncepts !or complex re63irements*

%* P3+lis, t,e intended data model*

* 0evie" o! Arc,itect3re doc3ment

,;:3HS

* 9o not leave t,e revie" process !or t,e last stage* .,e revie" o! 13nctional

9esign doc3ment needs to ,appen contin3o3sl*

#* .,e di!!erent trac5s li5e 0eports& Integrations& 83stomiations& xtraction s,o3ld

not "or5 in silos* .,e s,o3ld "or5 co,esivel to ens3re all t,e re63irements are

covered in t,e !3nctional design doc3ment*

E2pedition 3ips



S):o



!;nsite;ffsore"

13nctional 9esign9oc3ment


* 13nctional8ons3ltant (7nsite)

#* .ec,nical 8ons3ltant(7!!s,ore)

# 1inaliation o! 9ataModel/9ata+aseStr3ct3re

.ec,nical 8ons3ltant(7!!s,ore)

=ot Applica+le

% Sstem Arc,itect3re

9oc3ment

.ec,nical 8ons3ltant

(7!!s,ore)

* 13nctional

8ons3ltant(7!!s,ore)

#* 13nctional8ons3ltant (7nsite)

Mapping Speci!ications!or Inter!aces


=ot Applica+le

B .racea+ilit Matrix Project Manager(7!!s,ore)

Project Manager(7nsite)

Page 22 of 45



.ec,nical 9esign

;bjecti5e

.,e o+jective o! t,e tec,nical design P,ase is to prepare a detailed level design so

t,at developers can directl code !rom t,is* Fiven to an developer& t,is doc3ment

s,o3ld +e a+le to explain t,e code str3ct3re*

Entry *riteria

* Signed o!! 13nctional 9esign doc3ment

#* Mapping Speci!ications

%* Sstem Arc,itect3re 9oc3ment

* 9ata+ase 9esign

E2it *riteria

* Sign o!! on t,e .ec,nical 9esign doc3ment /lo" level design doc3ment/detailed

level design doc3ment*

#* 8ompletion o! dra!t Sstem Integration .est Plan& 'ser Acceptance Plan and

Per!ormance Scenarios

%* .est Strateg doc3ment

Acti5ities

* .ec,nical design is !inalied d3ring t,is p,ase* A template o! t,e .ec,nical 9esign

doc3mented is given +elo":

Technicalpecication ocume

#* Set 3p t,e development instance

%* Pse3do 63er code !or 9ata+ase extraction and conversion logic s,o3ld +e "ritten

in t,is p,ase

* Pse3do code !or t,e Per!ormance .esting Scripts s,o3ld +e "ritten ,ere

B* A .est Strateg doc3ment s,o3ld +e prepared and disc3ssed "it, c3stomer*

Master Test trateg$

Template.zip

Test trateg$

Template.zip

Per0ormance Test

trateg$ Template.zi

C* Prepare Sstem Integration .est Plans* A template !or t,e same is em+edded

+elo":

$stem+ntegration Test Plan.zip

Page 23 of 45



-* Prepare 'ser Acceptance .est Plan* A template o! t,e 'A. Plan is em+edded

+elo"* .,e 'A. Plans s,o3ld +e prepared + t,e 83stomer 23siness/I. .eam*

1ser Acceptance Test Plan.zip

@* Per!ormance .esting Scenarios are identi!ied and doc3mented*

D* .race +ac5 all t,e tec,nical designs to matc, "it, t,e tracea+ilit matrix*

$*'nit .est 8ases s,o3ld +e prepared d3ring t,is p,ase: A 'nit .est 8ase template

is em+edded +elo":

1nit test Plan.zip

*.,e 9evelopment nvironment is set 3p along "it, all t,e so!t"ares in place*

#* 1ormat o! t,e training material s,o3ld +e !inalied d3ring t,is p,ase* Sample

training material doc3ments are attac,ed +elo"* .,is needs to +e !inalied a!ter

disc3ssing "it, t,e c3stomer*

Training Material Template 2.zip

Training 1ser Manual Template.zip

%* In!oss 8ons3ltant s,o3ld give Sec3rit Set 3pJ training to c3stomer team*

* Instance Plan s,o3ld +e prepared d3ring t,is p,ase* 83stomer s,o3ld ens3re t,e

proc3rement o! ,ard"are as per t,is plan* A Instance Plan set 3p is em+edded

+elo":

+nstance Plan.zip

,;HS

* Identi!ication o! 0e3sa+le components* .r to 3se existing re3sa+le components

",erever !easi+le li5e !or e*g* rror ,andling !rame"or5& alerting !rame"or5& etc*

#* .r to design t,e code in s3c, a "a so t,at re3sa+le arti!acts can +e made o3t

t,em*

%* Setting 3p t,e +est coding practices and g3idelines !or t,e development team*

* 8onstant iterative revie"s s,o3ld +e p3t in place !or all t,e .ec,nical 9esign

doc3ments and 'nit .est 8ases*

B* 'nit .est 8ases s,o3ld cover +ot, positive and negative test cases* .,e need to

+e revie"ed t,oro3g,l to ens3re all t,e 3nit test cases are covered* 1ield +

!ield veri!ication s,o3ld +e done*

Page 24 of 45



,;:3HS

* 9o not paste code in Lo" Level design doc3ments rat,er place t,e algorit,m or

t,e pse3do code*

E2pedition 3ips

* In!oss 8ons3ltants ,ave complete in!ormation a+o3t t,e 'I and 9ata+aseStr3ct3re + t,e end o! 13nctional 9esign P,ase* It is advisa+le to ,ave a 80P in

",ic, In!oss 8ons3ltant con!ig3re t,e sstem and get a sign o!! on t,e 'I*

93ring t,is 80P& In!oss tec,nical team "ill !inalie t,e 'I and con!ig3re t,e same

in t,e prod3ct* .,ere is no +ac5end logic "ritten on t,e controls*

An Proo! o! 8oncept developed d3ring t,e previo3s stages can also +e covered

as a part o! t,is 80P*


S):o



!;nsite;ffsore"

.ec,nical 9esign9oc3ment


=ot Applica+le

# 9ra!t SstemIntegration .est Plan



% 9ra!t 'ser AcceptancePlan



.est Strategdoc3ment

Project Manager (7nsite) Project Manager(7!!s,ore)

B 'nit .est 8ase 9evelopers (7!!s,ore) .ec,nical 8ons3ltant

(7!!s,ore)C .racea+ilit Matrix Project Manager

(7!!s,ore)Project Manager(7nsite)

Page 25 of 45



9evelopment

;bjecti5e

.,e o+jective o! t,e development p,ase is to deliver 'nit .ested pieces o! code ",ic,

can +e moved into t,e next stage !or Sstem Integration .esting so t,at t,e sstem

as a ",ole can +e tested*

Entry *riteria

* .ec,nical 9esign doc3ment /Lo" Level 9esign doc3ment/9etailed Level 9esign

doc3ment

#* 'nit .est 8ases

%* 9evelopment nvironment is set 3p

E2it *riteria

* 9eveloped and 'nit .ested code

#* 'nit .est 8ases 3pdated "it, .est 0es3lts

%* 0elease =otes

* Sign o!! on t,e Sstem Integration .est Plan& Per!ormance .esting Scenarios and

'A. Plans

B* Installation F3ide and 9eploment Plan released

Acti5ities

* 8oding !or t,e c3stomiations& 0eport& Inter!aces and 9ata Migration is done

d3ring t,is p,ase* All t,e !3nctional as "ell as =on 13nctional 0e63irements

s,o3ld +e ta5en care d3ring t,e development*

#* Preparation i! Installation F3ide and 9eploment Plan

%* 'pdate t,e tracea+ilit matrix

* Scripts s,o3ld +e "ritten !or t,e Per!ormance testing scenarios

B* 9evelop a3tomated test Scripts

C* 23ild 9ata Migration scripts& per!orm t,e .L and complete t,e sanit testing !or

t,e same

-* 0evie" o! Sstem Integration Plan& 'ser Acceptance Plan and Per!ormance

scenarios "it, t,e 23siness .eam*

@* .raining Material s,o3ld +e prepared

D* In!oss Project Manager s,o3ld disc3ss t,e 8ontingenc Plan "it, t,e c3stomer

Project Manager and plan !or an contingencies a!ter Fo4Live*

$*83stomer team s,o3ld do t,e Sec3rit con!ig3ration o! t,e 0P sstem* .,is

entails de!ining t,e 'ser Fro3ps and con!ig3ring t,e access permission !or t,e

same*

Page 26 of 45



,;HS

* Iterative 8ode 0evie"s O "al5t,ro3g,s !or components

#* 9evelop a .est Harness tool !or testing commonl 3sed !3nctionalities and

complex calc3lations and logic*

%* 8lose involvement o! t,e !3nctional team "it, t,e tec,nical team to revie" t,e

!3nctionalities developed and identi! an missing components*

* 8arr o3t development "it, a proper s3+ set o! real time data* .,e data can +e

scram+led i! t,e in!ormation is sensitive*

B* ns3re code is "ell commented "it, proper indentation to ens3re proper

reada+ilit*

C* ns3re t,at all t,e !iles c,ec5ed into vis3al so3rce sa!e "it, proper comments*

-* An c,ange in t,e data+ase sc,ema at t,is stage s,o3ld +e properl

comm3nicated as it impacts all t,e trac5s and its e!!ects s,o3ld +e eval3ated

+e!ore t,e c,ange is act3all made*

@* 8ontin3o3sl 3pdate t,e tec,nical design so t,at it is al"as in snc, "it, t,ecode developed*

D* Avoid +3ilding ver complicated logic in stored proced3res and tr to 5eep t,em

in application logic !or easier de+3gging*

$* Periodic +3ilds on developed code s,o3ld +e done to identi! compati+ilit iss3es

and to ens3re t,at components are not +rea5ing* .,is is partic3larl 3se!3l ",en

t,e code +ase is large*

* Periodic deploment on a clean server so as to identi! an major sstem

integration iss3e +e!ore ,and* .,is also serves as a do3+le c,ec5 on t,e +3ild

process*

#*8arr o3t a !e" ro3nds o! data load in clean environment and test !or an iss3es

aro3nd !3nctionalit and per!ormance* Per!orm a +asic sanit c,ec5 aro3nd t,e

same*

,;:3HS

* 9o not release 3ntested components in t,e SI. P,ase*

#* =ever c,ec5 in code t,at is not compiled in t,e So3rce Sa!e as it mig,t +rea5

ot,er components*

%* 9o not ,ave m3ltiple versions o! t,e same !ile c,ec5ed into so3rce sa!e*

* 9o not ,ave Integrations& 0eports and 83stomiations r3nning on di!!erent

versions o! t,e code +ase*

E2pedition 3ips

* Pilot 80Ps "it, c3stomer d3ring t,e development stage "ill ,elp In!oss get a

!eed+ac5 on t,e development*


Page 27 of 45



S):o



!;nsite;ffsore"

0elease =otes .ec,nical 8ons3ltant(7!!s,ore)

=ot Applica+le

# 1inal SstemIntegration .est Plan



% 1inal 'ser AcceptancePlan



Installation F3ide and9eploment Plan


=ot Applica+le

B .raining Material 13nctional 8ons3ltant(7!!s,ore)


C .racea+ilit Matrix Project Manager(7!!s,ore)


- 8ontingenc Plan Project Manager (7nsite) Project Manager(7!!s,ore)

Page 28 of 45



Sstem Integration .esting

;bjecti5e

.,e o+jective o! t,e Sstem Integration P,ase is to test t,e applications !rom a

!3nctional& Integration perspective*

Entry *riteria

* Sign 7!! on t,e Sstem Integration .est Plans + t,e c3stomer

#* 0eadiness o! t,e Sstem Integration nvironment and 83stomers Legac Sstem

(I! 3sed)

%* 8ompletion o! 9ata Migration

* 8ompletion o! 9evelopment and 'nit .esting*

B* 0elease =otes !rom t,e 9evelopment* Attac,ed is a template o! 0elease =ote*

Release 3ote Template.zip

C* 0elease o! Installation F3ide and 9eploment Plan !rom t,e 9evelopment .eam

-* 8onnectivit s,o3ld +e esta+lis,ed and c,ec5ed i! t,e testing is done at o!!s,ore

3sing t,e server at c3stomer location*

@* Appropriate data needs to set 3p in So3rce Sstems covering all t,e possi+le

scenarios !or Integration testing

E2it *riteria

* Sign o!! !rom t,e c3stomer Project Manager on t,e 7pen de!ects !rom Sstem

integration .esting

#* 1ixing o! t,e de!ects !o3nd d3ring Sstem Integration .esting

%* .raining scope and sc,ed3le is !inalied

Acti5ities

* xec3tion o! Sstem Integration .est Plan

#* xec3tion o! Per!ormance testing

%* Separate testing !or 9ata needs to +e per!ormed

* 'pdate t,e tracea+ilit matrix

B* 1inalie t,e training scope "it, t,e c3stomer Project ManagerC* Prepare training sc,ed3le !or 'ser .raining

-* Set 3p t,e 'ser .raining instance

,;HS

* ns3re t,at development is $$ complete +e!ore t,is p,ase is started*

#* Per!orm Sanit testing +e!ore releasing an +3ild in t,e SI. instance

Page 29 of 45



%* .,e release o! an patc,es in t,e SI. instance s,o3ld +e managed as t,is is a

controlled environment* Appropriate noti!ication s,o3ld +e send to all t,e

sta5e,olders +e!ore and a!ter patc, release*

* Appropriate release notes and +ac5 o3t plans s,o3ld accompan an +3ild/patc,

release to SI. instance*

B* In!oss Project Manager s,o3ld trac5 t,e de!ect !ixation rate ver closel* I!

re63ired& de!ect aging report s,o3ld +e p3+lis,ed ever da*

C* I! t,e 'A. Plans are read& In!oss testing team s,o3ld also test t,e 'A.

Scenarios in a separate environment*

,;:3HS

* 9o not release an +3ild in t,e SI. nvironment d3ring t,is p,ase* I! t,ere is an

critical de!ect& t,e patc, !or t,e same needs to +e released "it, proper

noti!ication to all t,e sta5e,olders*

E2pedition 3ips* =ot,ing speci!ic to +e ,ig,lig,ted


S):o



!;nsite;ffsore"

.racea+ilit Matrix Project Manager(7!!s,ore)


Page 30 of 45



'ser .raining

;bjecti5e

.,e o+jective o! 'ser .raining P,ase is to ena+le t,e c3stomer I./+3siness 3sers

3nderstand and 3se t,e !3t3re 0P sstem* 'sers "ill not +e a+le to do t,e 'ser

Acceptance testingJ& i! t,e lac5 t,e competenc is 3sing t,e sstem*

Entry *riteria

* Sstem Integration .esting is complete* All t,e open de!ects !rom SI. ,ave +een

disc3ssed "it, t,e c3stomer*

#* .raining Plan and sc,ed3le !inalied

%* .raining Scope signed o!! "it, t,e c3stomer

* .raining content prepared and signed o!! + t,e c3stomer

B* .raining Instance is read*

.raining 9ata Sec3rit 0oles set 3p

E2it *riteria

* .raining !eed+ac5 is collected !rom t,e .rainees and analed* .,e template !or

t,e .raining 1eed+ac5 !orm is em+edded +elo":

Training45aluation.zip

#* .a5e Sign-;ff at t,e end o! 'ser .raining completion*

Acti5ities

* .raining is delivered to t,e end 3sers* .rainers s,o3ld ens3re t,at concepts as

"ell as 'se 8ase (23siness 8ases) are covered a part o! training*

#* 9isc3ss and !inalie t,e Fo/=o Fo criteria !or t,e 'A.*

%* Prepare t,e 'A. sc,ed3le

* Prepare t,e 'A. instance

,;HS

Some o! t,e 5e t,ings .rainers need to ta5e care d3ring t,e training are:

7acilitiesE8uipment

* 8,ec5 t,e training room at least # ,o3rs +e!ore cond3cting t,e !irst class*

#* 7n t,e da o! training t,e Instr3ctor s,o3ld arrive in t,e training class at least %$

min3tes +e!ore training*

%* ns3re t,ere are eno3g, c,airs O P8s*

Page 31 of 45



* nd3re t,ere are 1lip 8,arts in t,e room* .,ese "ill ,elp o3 note do"n an

iss3es& clari!ications& re63irements d3ring t,e training*

B* Log all comp3ters onto t,e 0P

C* I! possi+le& "rite t,e Agenda and 7+jectives on presentation sie paper (A) and

pin to t,e "all*

-* ns3re all training rooms are correctl identi!ied

Instructor 3ecni8ues

* .,e instr3ctor s,o3ld pre!ace all training + introd3cing t,emselves t,eir

position and esta+lis,ing t,eir credentials (0P experience& lengt, o! time on

project& etc*)

#* 9e!ine t,e purpose and nature of te training to +e delivered*

%* ns3re t,e participants 3nderstand ", t,e are in t,e training room and ",at

t,e s,o3ld expect to get o3t o! t,e training*

* An Agenda and set of ;bjecti5es s,o3ld +e clearl displaed and explained at

t,e +eginning o! eac, co3rse* Pre!era+l t,e agenda s,o3ld remain in vie" at all

times so progress can +e c,arted*

B* .,e instr3ctor s,o3ld t,in5 a+o3t t,e "a t,e are delivering t,e co3rse and t,eir

presentational tec,ni63e* I! t,e !eel stle and presentation points ma +e an

iss3e& t,e co3rse s,o3ld +e piloted "it, one or more o! colleag3es*

C* Kno" t,e a3dience +oredom t,res,old* .,e participants ma not +e as

motivated as t,e instr3ctor* .,e instr3ctor s,o3ld allo" an 3nsc,ed3led +rea5 i!

t,e !eel t,e mood o! t,e room is s,i!ting a"a !rom t,em*

-* .,e instr3ctor s,o3ld not +e scared to +e innovative*@* ns3re t,e narrative ,as a logical progression* 1ollo" t,e co3rse str3ct3re laid

o3t in t,e training list and agenda& +3t do not +e a!raid to deviate !rom it*

Ho"ever& ens3re t,at all points are covered*

D* I! t,e instr3ctor does not 5no" t,e ans"er to a 63estion& "rite it on a flip cart

and promise to get +ac5 to t,e class "it, an ans"er "it,in # ,o3rs*

$*ngage t,e ",ole a3dience not j3st t,e !riendl ones*

*Al"as ans"er 63estions& even i! to sa o3 "ill ans"er it later*

#* I! t,e instr3ctor ma5es a mista5e& admit it and contin3e*

%* I! t,e instr3ctor is 3ncom!orta+le "it, t,eir ,ands& ,old a pen or a pointer or

,ig,lig,ter*

*ear com!orta+le s,oes& t,e instr3ctor "ill +e standing !or long periods o! time*

B*.,e instr3ctor s,o3ld 5no" t,e content* .,eir con!idence and ease "it, t,e

sstem "ill +e trans!erred to t,e participants*

C*0ein!orce in!ormation* 0epeat t,e in!ormation in di!!erent "as* S3mmarie

!re63entl*

Page 32 of 45





o ,en t,e transaction is complicated& o3 ma "ant to tell participants t,at

o3re ,al!"a t,ro3g,J or almost !inis,ed*J

o <o3 can re!er to t,e navigational c,art on t,e !ront page o! t,e jo+ aid and

tell t,em ",ic, step o! t,e jo+ aid s,o"s t,em ,o" to move to a certain

screen*

o mp,asie t,e +asic !lo" t,ro3g, t,e transaction to per!orm t,e jo+* 0epeat

t,e major steps so t,e class doesnt get +ogged do"n in details*

-* 8onsider t,e !ollo"ing ",en cond3cting an E2ercise:

o 0evie" t,e exercises and identi! ",ic, are appropriate !or t,is class*

o 0evie" t,e prepared data set to ma5e s3re it is appropriate*

o Identi! additional exercises t,at can +e 3sed + 63ic5 learners*

o 0emind participants o! t,e p3rpose o! t,e exercise:

o .o give participants experience "it, tas5s t,e "ill do on t,e sstem as part

o! t,eir jo+*

o .o give t,em practice in 3sing t,e jo+ aid& t,e step4+4step instr3ctions t,ell

3se +ac5 on t,e jo+ to per!orm t,e transaction*

o Have participants locate t,e appropriate exercise in t,e note+oo5* Help t,em

!ind it i! necessar*

o Have participants t3rn to t,e jo+ aid in t,e note+oo5*

o In!orm participants o! t,e time allotted !or t,e exercise* (It o!ten "or5s "ell

to sc,ed3le t,e exercise portion +e!ore a +rea5 so t,at t,ose ",o need to

ta5e more time ma do so*)

o .ell t,em t,at t,e ma "or5 at t,eir o"n pace +3t t,at o3 "ill +e circ3lating

and availa+le !or 63estions*

o 8irc3late to ma5e s3re everone ,as !o3nd t,e correct exercise and jo+ aid*

o Provide coac,ing to t,ose ",o need it*

,o needs itQ

7nl a !e" participants "ill "ant or need individ3al ,elp* 7! t,ose ",o do&

some "ill "ant t,e ans"er to a 63ic5 63estion and t,en "ant to ret3rn to

"or5ing on t,eir o"n* 7ccasionall& participants "ill "ant o3 to sit

+eside t,em t,e ",ole time o3 ma +e a+le to assign more experienced

participants to "or5 "it, t,em*

Ho" do o3 do itQ

.r not to ta5e over t,e 5e+oard* Its al"as +est to ,ave participants dot,e 5e+oarding t,emselves ",ile o3 tal5 t,em t,ro3g, t,e process*

Sometimes its more e!!icient !or o3 to demo a certain step& +3t t,en

3ndo o3r "or5& i! possi+le& and ,ave t,e participants tr it*

I! several participants are ,aving t,e same pro+lem& o3 ma "ant to

provide clari!ication to t,e class as a ",ole

Page 34 of 45



o Listen smpat,eticall i! a participant complains t,at t,e sstem is illogical or

,arder to 3se t,an t,eir old sstem& +3t dont engage in a lengt, disc3ssion

a+o3t ,o" it co3ld +e di!!erent* S,o" t,e participant t,e simplest "a to

accomplis, t,e tas5 at ,and*

o As5 t,e participants t,e 63estions listed +elo"*

as everone s3ccess!3l in !inding t,e data re63iredQ

ere t,ere an areas o! con!3sionQ

,at aspects o! t,is transaction "ere similar to ot,er transactions

o3ve 3sedQ

,at "as di!!erentQ

,;:3HS

Instructor 3ecni8ues

* Avoid jer5/nervo3s movements& in order not to appear jer5 and nervo3s

#* Adj3st ver+al pitc, and tone in order =7. to +e monotono3s*

%* 9o not tal5 too !ast 4 t,e a3dience "ill dri!t a"a* 2e ex,a3stive not ex,a3sting*

9o not r3s, t,ro3g, t,e material* I! t,e instr3ctor !eels times allocated to a

co3rse are inade63ate& adj3st t,em prior to training as !ar as possi+le*

* I! a transaction does not "or5& t,e instr3ctor s,o3ld not tr to solve it 3nless it is

ver o+vio3s* xplain ,o" it s,o3ld "or5& and contin3e* I! it is critical& give t,e

class a +rea5 and tr it on o3r o"n or call someone !or ,elp*

B* Avoid long gaps in deliver 3nless !or deli+erate e!!ect*

C* 9o not ins3lt t,e a3dienceRs intelligence* 2e patient "it, slo" learners*

nco3rage t,e a3dience to ,elp eac, ot,er d3ring t,e exercises*-* 9o not override relevant dialog3e t,at +rea5s o3t "it,in t,e a3dience ("it,in

limits)* .,e instr3ctor s,o3ld c,annel it to t,eir advantage in order to let t,e

trainees lead on to t,e next agenda item*

E2pedition 3ips

* 8on!idence o! t,e .rainer is o! 3tmost importance*


S)

:o


!;nsite;ffsore"

Secondary

Responsibility!;nsite;ffsore"

.racea+ilit Matrix Project Manager(7!!s,ore)


Page 35 of 45



'ser Acceptance .esting

;bjecti5e

.,e o+jective o! t,e 'ser Acceptance .raining is to get t,e developed sstem tested

+ t,e nd 'sers and get a sign o!! !or Fo4Live*

Entry *riteria

* 1inaliation on Fo4=o FoJ decision criteria

#* 'A. .est 8ases

%* 0evie" o! 'A. .est 8ases completed + In!oss team

* 'A. nvironment Set 'p

B* 8ompletion o! 'ser .raining

C* 'A. Sc,ed3le is !inalied

C* 9ata Set 3p !or 'A. 8ases

-* Sec3rit 0oles set 3p

E2it *riteria

* Fo4=o Fo 9ecision + t,e c3stomer +3siness and I. team

Acti5ities

* xec3tion o! 'A. scenarios + c3stomer +3siness/I. team

#* In!oss team to do t,e !ollo"ing tas5s:

a* 1acilitate t,e 'sers in exec3tion o! 'A. test cases

+* 0ecord and categorie (8ritical& Major& Minor& 8osmetic) t,e de!ects !o3nd in

'A.%* Set 3p Prod3ction instance

,;HS

* 0ecord t,e de!ects !o3nd d3ring in 'A.* .,ese de!ects need to +e disc3ssed "it,

t,e 83stomer team at t,e end o! da*

#* An patc,es released in 'A. need to +e t,oro3g,l tested !irst in t,e SI.

Instance +e!ore it is 3pdated in t,e 'A. environment*

%* All 'A. patc,es and +3ilds s,o3ld +e accompanied "it, appropriate release

notes*

,;:3HS

* 7nce t,e data ,as +een set 3p& no one !rom I. team s,o3ld modi! or tamper

"it, t,ose records& an data created !or doing sanit test s,o3ld +e cleansed or

demarcated properl*

Page 36 of 45





Fo4Live

;bjecti5e

7nce t,e 3sers ,ave tested t,e sstem in 'A. and are com!orta+le "it, t,e

!3nctionalit and per!ormance o! t,e same& t,e sstem is deploed to +e 3sed in

Prod3ction*

Entry *riteria

* Fo a,ead !rom 3sers a!ter 'A.

#* In!oss and 83stomer .eam are in snc "it, t,e open de!ects a!ter 'A. and are

read to Fo4Live "it, t,ese de!ects

%* Prod3ction nvironments Set 'p

* xtraction !or Prod3ction 9ata 8omplete

B* =ecessar 2ac5 3p strategies in place !or +ot, sstem and data+ase*

C* Steps !or rolling +ac5 in case o! an major iss3es (3nidenti!ied earlier) s,o3ld +e"ell de!ined*

-* All t,e external sstems are read and con!ig3red*

@* Per!ormance .esting is complete

E2it *riteria

* S3ccess!3l Fo4Live

Acti5ities

* Prod3ction 9eploment activities (8ode Migration& 9ata Migration& Sec3rit 0oles

Set 'p& Inter!aces code migration)

,;HS

* ns3re t,at In!oss team ,as done Sanit testing +e!ore In!oss act3all s"itc,

on t,e sstem !or 3ser in Prod3ction*

#* I! t,ere is an con!3sion regarding t,e !3nctionalit and per!ormance o! t,e

developed application& In!oss and c3stomer can decide to ,ave a 80P +e!ore Fo4

Live and a!ter 'A.*

%* In!oss and 83stomer Project Manager s,o3ld jointl decide t,e n3m+er o!

8osmetic/Minor/ Major/8ritical de!ects "it, ",ic, t,e sstem can +e made Live*

,;:3HS

* 9o not Fo4Live i! t,e 'sers are not com!orta+le "it, t,e Sstem*

#* In!oss s,o3ld not tr to ma5e an code c,anges +ased on de!ects in 'A. 3nless

t,e de!ects !o3nd are ver critical* .,ese c,anges can +e done a!ter Fo4Live

d3ring t,e S3pport P,ase* Ma5ing an c,anges to t,e code j3st +e!ore Fo4Live

can lead to de!ect creep*

Page 38 of 45



E2pedition 3ips

* Fiven +elo" is a c,ec5list ",ic, In!oss Project Manager can 3se +e!ore Fo4Live*

Project Manager s,o3ld disc3ss t,e same "it, t,e c3stomer& team mem+ers so

t,at all t,e 5e activities are covered in c,ec5 list*

)o(3o-)o 6i5eChecklist.zip


* =ot,ing Speci!ic to ,ig,lig,t

Page 39 of 45



Ke 0is5s and Mitigation Strategies

S):o Ris+ Mitigation Strategy

Re8uirement Analysis and 7unctional Specification Pase

.,ere is a gap in t,e

Scope 3nderstanding

+et"een In!oss and

83stomer

In!oss s,o3ld avoid an am+ig3it in t,e S7*

2e!ore t,e project starts& Project Manager

s,o3ld ,ave a complete 3nderstanding o! t,e

S7 and s,o3ld clari! an am+ig3o3s in4

scope/o3t o! scope points "it, t,e c3stomer

Project Manager d3ring t,e Project Initiation

P,ase*

# =on availa+ilit o! 5e

mem+ers o! t,e clients

+3siness team to explain

t,e GAs N Is

re63irements*

2e!ore t,e As4IsJ p,ase starts& In!oss Project

Manager s,o3ld ens3re !ollo"ing t,ings:

1. Sta5e,older Matrix is !inalied2. As4Is sc,ed3le is prepared and meeting

re63ests are send to t,e participants

3. S3ita+le +ac543ps s,o3ld +e planned and

,ig,lig,ted in t,e sta5e,older matrix

4. In case t,e relevant +3siness process

o"ners do not attend t,e meeting& same

s,o3ld +e escalated to In!oss and

83stomer Management

% 'nderstanding o! t,e As 4

Is process is ta5ing m3c,

more t,an t,e stip3lated

time*

1. Project Manager s,o3ld ,ave s3!!icient

+3!!er planned !or an s3c, 3n!oreseen

increase in timelines d3e to t,e complex

c3stomer processes

2. In!oss team s,o3ld in!orm t,e increase in

time "it, t,e c3stomer Project Manager

3. In!oss team s,o3ld prepare a detailed 1it4

Fap Analsis s,eet and i! t,e scope seems

to ,ave major deviations !rom +3dgeted

scope& an alarm s,o3ld +e raised to In!oss

and 83stomer Management

8on!licting vie"s "it,in

t,e +3siness on t,e .o42e

+3siness process and not

+eing a+le to reac, a

consens3s*

In!oss Project Manager s,o3ld capt3re all s3c,

iss3es in an iss3e trac5er and ens3re t,eir

resol3tion +e!ore t,e start o! t,e 1it Fap

Analsis

B .,e n3m+er o! gaps I! t,e scope seems to ,ave major deviations

Page 40 of 45



identi!ied is m3c, more

t,an expected in t,e !it4

gap analsis

!rom +3dgeted scope& Project Manager s,o3ld

raise an alarm to In!oss and 83stomer

Management

C Sign o!! on t,e As4Is and

13nctional 9esigndoc3ment delaed +

c3stomer

1. Project Manager s,o3ld plan !or revie" time

o! G13nctional 9esign doc3ments + t,ec3stomer +3siness/I. in t,e Project Plan*

2. In!oss Project Manager s,o3ld s,are t,e

ntr and xit criteria !or t,e vario3s

p,ases "it, t,e c3stomer Project Manager*

In!oss Project Manager s,o3ld avoid

starting t,e "or5 !or t,e next p,ase 3ntil all

t,e exit criterias !or t,e previo3s p,ase are

met*

3ecnical ,esign and ,e5elopment

- Lac5 o! expertise in t,etec,nical team

In!oss Project Manager s,o3ld arrange !orappropriate training +e!ore t,e start o!

development p,ase*

@ Prod3ct limitations

identi!ied& tec,nical road4

+loc5s identi!ied*

1. In!oss team s,o3ld "or5 "it, Prod3ct

?endor to resolve t,e iss3e*

2. It is advised t,at !or complex re63irements&

tec,nical team s,o3ld do Proo! o! 8oncept*

.,is "ill ,elp to identi! s3c, road4+loc5s at

an earl stage

3. I! t,ere is an iss3e "it, t,e Prod3ct

?endor& it is advisa+le to in!orm t,e83stomer Project Manager on t,e same*

D Fap in 3nderstanding o!

t,e re63irements +et"een

!3nctional and tec,nical

team

1. .,ere s,o3ld an internal iss3e trac5er

maintained to capt3re all s3c, iss3es*

2. 13nctional team s,o3ld do a "al5t,ro3g, o!

t,e re63irements "it, t,e o!!s,ore team

3. .ec,nical team s,o3ld ta5e !eed+ac5 on t,e

developed c3stomiations !rom t,e

!3nctional team mem+ers* I! 5e !3nctional

team mem+ers are onsite& demo s,o3ld +e

arranged via meeting place& net meeting*

System Integration 3esting

$ Large n3m+er o! +3gs

identi!ied d3ring testing*

1. In!oss Project Manager s,o3ld ens3re

t,oro3g, 'nit .esting& 8ode 0evie"s to

red3ce t,e n3m+er o! +3gs

2. Ad,ere to speci!ic dos and donts

mentioned in t,e p,ases prior to Sstem

Page 41 of 45



Integration p,ase*

=on413nctional (li5e slo"

response time)

re63irements are not met

1. Project Manager s,o3ld +e 5no"ledgea+le

o! t,e Prod3ct Per!ormance +enc,mar5s

p3+lis,ed + t,e prod3ct vendor and ens3re

t,at t,e commitment is in line "it, t,ep3+lis,ed doc3ment* .,is doc3ment s,o3ld

also +e s,ared "it, t,e 83stomer Project

Manager*

2. Per!ormance .3ning tips and s3ggested +est

practice s,o3ld +e !ollo"ed

3. ns3re t,at t,e ,ard"are con!ig3ration o!

t,e SI. environment is not ver di!!erent

!rom Prod3ction environment*

4. Help !rom Prod3ct vendor s,o3ld +e ta5en*

5. Help !rom a net"or5/in!rastr3ct3re expertmig,t +e 3se!3l* .,e iss3e mig,t get

resolved + cl3stering& load +alancing

met,odologies

# =ot all t,e sstems are

read !or Integration

.esting*

Project Manager s,o3ld p3+lis, environment

plan d3ring t,e .ec,nical 9esign P,aseJ o! t,e

project

% 8ritical iss3es identi!ied

",ic, cannot +e

reprod3ced*

1. 9e+3gging tec,ni63es li5e SL tracing can

+e r3n on t,e SI. environment to diagnose

t,e de!ect*

2. 9evelopers s,o3ld tr to reprod3ce t,e

iss3e "it, t,e same data as 3sed in t,e

testing* .,e de!ect can +e a data iss3e*

8ritical iss3es identi!ied

",ose !ix "o3ld need

signi!icant amo3nt o!

design c,ange and ,ence

extensive re"or5*

1. In!oss Project Manager s,o3ld ens3re

t,oro3g, 'nit .esting& 8ode 0evie"s to

red3ce t,e n3m+er o! +3gs

2. 1or 8omplex re63irements& 80P s,o3ld +e

cond3cted to get t,e !3nctionalit rati!ied

+ t,e 83stomer*

3. In!oss Project Manager s,o3ld in!orm t,e83stomer Project Manager and i! re63ired&

extend t,e SI. timelines*

B Large n3m+er o! data

related iss3es d3e to +ad

data

1. S3+set o! real data s,o3ld +e 3sed in t,e

development environment

2. In!oss Project Manager s,o3ld plan and

ens3re data cleansing*

Page 42 of 45



<ser 3raining

C Large n3m+er o! 3sa+ilit

iss3es pointed o3t*

80P s,o3ld +e cond3cted d3ring t,e .ec,nical

9esign p,ase (same ,as +een ,ig,lig,ted in

t,e xpedition .ips o! t,e .ec,nical 9esign

P,ase)

- 'sers "ant man !eat3res

to +e c,anged ",ic, "ere

not incl3ded in t,e

re63irements doc3ment*

.rainer s,o3ld doc3ments s3c, iss3es and

s,o3ld +e disc3ssed "it, t,e 83stomer Project

Manager at t,e end o! eac, training da* A

signed4o!! cop o! all t,e doc3ments s,o3ld +e

ta5en as re!erence !or s3c, disc3ssions*

<ser Acceptance 3esting

@ Large n3m+er o! critical

iss3es !o3nd in 'A.

In!oss Project Manager s,o3ld ens3re

t,oro3g, 'nit .esting& 8ode 0evie"s to red3ce

t,e n3m+er o! +3gs

,eployment and Go-9i5e

D Sstem ,aving

per!ormance iss3es*

9o"ntime in +3siness

1. Per!ormance .esting s,o3ld +e done d3ring

t,e SI. P,ase "it, complete Prod3ction

data (Master as "ell as .ransaction)

2. 23siness 8ontin3it plan s,o3ld +e !inalied

"it, t,e c3stomer d3ring t,e development

P,ase and appropriate planning !or s,o3ld

+e done "ell in advance*

;ters

#$ 8ritical reso3rces leaving

t,e project

1. In!oss Project Manager s,o3ld ,ave

appropriate +ac53ps !or t,e criticalreso3rces*

2. Internal 5no"ledge trans!er sessions s,o3ld

,appen on reg3lar +asis "it,in t,e team*

Page 43 of 45



0P Implementation !or SM2 83stomers

SM2 0P implementations ,ave di!!erent needs vis4T4vis Flo+al #$$$ c3stomers* .,e

5e needs o! t,e SM2 c3stomers are:

* I3 E2pertise# SM2 c3stomers 3s3all do not ,ave "ell de!ined I. processes and

strong I. team* .,e sie o! t,e c3stomer I. team can also +e ver small* So as

implementation Partner& In!oss needs to ed3cate t,e c3stomer I. team and

g3ide t,em "it, t,e rig,t steps t,e need to ta5e !or s3ccess!3l implementation*

#* Go5ernance Structure# .,e Project Fovernance Model mig,t not +e ver "ell

de!ined + 83stomer* In!oss team needs to ,ave complete clarit on t,e

Sta5e,olders !rom c3stomer team* 23siness .eam needs to +e involved !rom t,e

+eginning in t,e project* In!oss team needs to stress on periodic Steering

8ommittee meeting to 3pdate t,e In!oss and 83stomer Management o! an

potential ris5s*

%* E2pectation of ;ne-Stop-Sop# SM2 c3stomers expect t,e implementation

Partner to provide sol3tion in all t,e implementation areas li5e Hard"are Siing&

Per!ormance .esting& =et"or5 Arc,itect3re (Pertaining to t,e implementation

done) etc* Project Manager s,o3ld ma5e it clear in t,e Project Initiation P,ase i!

t,ese are a part o! scope or not*

It is paramo3nt !or In!oss to exec3te t,e SM2 implementations at lo"er cost and

timelines* It is pertinent !or In!oss to !ollo" all t,e stages re63ired !or tier

implementations* Ho"ever some o! t,e tips to red3ce t,e timelines and cost are

given +elo":

* In!oss 8ons3ltant(s) s,o3ld s,are t,e As4IsJ template "it, t,e c3stomer as

soon as In!oss get t,e project* In!oss s,o3ld re63est c3stomer to !ill in t,ese

templates (As4Is Process !lo"s and ot,er details) and send +ac5* In!oss

8ons3ltant can st3d t,ese doc3ments o!!s,ore +e!ore traveling !or t,e As4IsJ

p,ase*

#* In!oss 8ons3ltant s,o3ld map c3stomer GAs4Is processes "it, SM2 0P Pac5age

processes and s,o" t,em on c,arts d3ring/in t,e end o! GAs4Is process !lo"s*

%* In!oss 8ons3ltants s,o3ld tr to minimie t,e c3stomiations to +e done in t,ese

SM2 0P pac5ages* In!oss cons3ltant(s) s,o3ld s3ggest innovative "or5aro3nds

to red3ce t,e n3m+er o! c3stomiations* An example can +e 3se Macros !or

calc3lations ",ic, are done rarel (t"ice a ear) and !eed in t,e !inal val3es in

0P rat,er t,an +3ilding c3stomiation in 0P !or t,e same*

* 80Ps s,o3ld +e cond3cted to get a +34in !rom c3stomers* 80Ps s,o3ld +e ,eld

at reg3lar stages o! design/development p,ase*

Page 44 of 45



B* In!oss team s,o3ld re43se t,e training material (concepts section) prepared in

ot,er projects and add on t,e processes steps as per t,e c3stomer re63irements*

C* 0e43sa+le arti!acts (code/doc3ment templates) s,o3ld +e 3sed !orm previo3s

projects*

-* In!oss Project Manager s,o3ld re63est c3stomer I. team to attend t,e standard

prod3ct training d3ring t,e development p,ase* .,is "ill expedite t,e prod3ct

learning process and "ill ,elp t,e project d3ring t,e training p,ase*

Documents

Step by Step Guide for Implemenattion Project