Embed Size (px)
Citation preview
Finish Strong - Successfully Rolling Out Your Killer App
John Head - Director of Enterprise Collaboration
Ken Lamey – Engagement Manager
PSC Group, LLC
#EMPOWER2015
① About Us
② Overview
③ Key Project Phases
④ Polish
⑤ Customer Feedback
⑥ Wrap-up
1 About Us
#EMPOWER2015© 2013 IBM Corporation
John Head
1051 Perimeter DriveSuite 500Schaumburg, IL 60173
(847) 517-7200
(847) 517-7600 fax
Facebook.com/PSCGroup
Twitter.com/PSCGroup
Linkedin.com/company/psc-group-llc
Slideshare.com/PSCGroup
Youtube.com/PSCGroup
Facebook.com/johndhead
Twitter.com/johnhead
LinkedIN.com/in/johndhead
Slideshare.com/johnhead
Youtube.com/johnhead
www.johndavidhead.com
www.pscgroup.com
#EMPOWER2015
Kenneth L. Lamey
1051 Perimeter DriveSuite 500Schaumburg, IL 60173
(847) 517-7200
(847) 517-7600 fax
(224) 659-3054 cell
Facebook.com/PSCGroup
Twitter.com/PSCGroup
Linkedin.com/company/psc-group-llc
Twitter.com/KLLamey
Linkedin.com/in/kenlamey
Kenneth L. Lamey
www.pscgroup.com
Engagement Manager
7
#EMPOWER2015
It’s all in the way we listen
Our Methodology
Application Modernization, Not Migration
InventoryExisting
Application Portfolio
Categorize and Prioritize
Estimate Modernization
Costs
Determine Landing Platform
Network Impact Analysis
Data Center Impact Analysis
Define Security Model on
Landing Platform
EstablishTools &
Standards
Application Transformation
Data Transformation
SunsetLegacy
Environment
Develop Support and Staffing Plan
Application Modernized!
Reduce Licensing of Legacy
Environment
Define Governance
Model
Modify Infrastructure
Establish Development Environment
Specify and Procure
Production Hardware and
Software
Analysis & Design
Prepare for a more data driven, mobile, social and dynamic future
Identify opportunities to enhance processes, workflow and security
Technical Analysis
Business Value Analysis
Cultural Change Analysis
Develop Training Plan and Materials
Train End Users on Modernized
Application
AN
ALY
ZE
MODERNIZE
Overview2
#EMPOWER2015
• This session is for anyone building
applications with Intel Quickbase,
customer or QSP
• Best Practices from the field
• Learn from our mistakes and our success
• To get to the areas of polish to finish
strong, we need to make sure we start
strong and steady
Why Finish Strong?
Key Project Phases3
#EMPOWER2015
① Project Identification
② Discovery
③ Design
④ Development
⑤ Testing / UAT
⑥ Rollout
⑦ Knowledge Transfer and Client Turnover
Key Project Phases
#EMPOWER2015
Listen to the client
Document everything
Have clear understanding of how client does business
Billing procedures clearly understood
Client/Company sponsor vs. Project sponsor vs. Project Figurehead
Setting Expectations
1. Project Identification
#EMPOWER2015
• One of the world's largest and highest valued semiconductor chip makers, based on
revenue
• Initial Client Engagement
• Non-technical Client Project Team
• Diverse Geographic Locations and Time Zones
• All Client Contact Is Remote
• Manage Scope
Client Overview
#EMPOWER2015
• Process Efficiency Gains
• Improved Visibility Into
• Coach request status
• Coach/Client relationship
• Coach/Client metrics
Overall Project Goals
#EMPOWER2015
Deep dive into current state
Deep dive into desired state at end of project
Client interviews
2. Discovery
#EMPOWER2015
• Scout/Coach Source
• Previous CMS Did Not Work
• User Interface Was Not Easy To Use
• Supplemented Spreadsheets With CMS
• Email did not often go out
• Emailed without their knowledge
• Dashboards Limitations - What it had did not give them data they
needed
• Dashboards Limitations - Dashboard functionality mostly did not
work
• Multiple Drill Downs To Get To Data
• No Workflow Capabilities
• Lack of Custom Reporting
• Limited Portfolio Analysis Capabilities
Prior CMS Solution Deficiencies
#EMPOWER2015
• Coaching Management System
• Allows for multiple roles
• Workflow
• Automated email notifications
• Replace Existing Spreadsheets
• Portfolio Analysis Capabilities
Project Scope
#EMPOWER2015
• All Tasks for the Project
• Created Before the Project “Really” Begins
• Includes Ramp Up Tasks too
• Not Just Development Activities
• Test Plan Creation and Execution
• Roll Out Activities
• Project Closure
Project Plan
#EMPOWER2015
Project Plan
#EMPOWER2015
Complete application architecture
Design Document
Wireframes / Mock-ups
Workflow (Visio)
Prototype Dashboard / Reporting
Project Sponsor Signature / Buy-in
3. Design
#EMPOWER2015
New Workflow
#EMPOWER2015
Waterfall vs. Agile
Constant interaction with client
User Stories
Daily Stand-up
Weekly Status Meetings
Weekly Demo with Entire Team
Max two week sprints
Client testing each sprint
4. Development
#EMPOWER2015
Completed Quickbase Application
#EMPOWER2015
Testing takes place during every phase
User Story test plans
Focused Testing phase
Developer Testing
Client Testing
Pilot Phase
All projects have bugs/fixes during UAT
5. Testing / UAT
#EMPOWER2015
Test Plan
#EMPOWER2015
Test Plan
#EMPOWER2015
Test Plan
#EMPOWER2015
Training
Integration / Access
Staggered Access
6. Rollout
#EMPOWER2015
Documentation
Train the Trainer
Support Agreement / Plan
7. Knowledge Transfer and
Client Turnover
#EMPOWER2015
Application User Documentation
Polish4
#EMPOWER2015
① Client Management
② Delivery Excellence
③ Communication
④ Adoption
POLISH
#EMPOWER2015
• Organizational Change is hard
• Change Management process must be defined
• Break large projects into phases
• Identify the key workers – not just decision makers : INTERVIEW
• Avoid “analysis paralysis”
• Stakeholder review – constantly
• Manage Scope
1. Client Management
#EMPOWER2015
• Daily Stand-ups / Status Meetings with teams
• Project Manager manages scope and tasks, not developer
• All scope changes reviewed by entire team
• Project Peer code review
• Peer Testing
• Company Project Reviews
• Executive Overview
2. Delivery Excellence
#EMPOWER2015
• Project Team Site
• Weekly Status Reports
• Monthly Executive Touch Points
• Scope Changes
3. Communication
#EMPOWER2015
• Complete project tracking
• Starts with signed Statement of Work
• Project Plan
• Weekly Status Reports
• Scope Changes
• Test Plans
• All other documentation
• Accessible by everyone on team
Project Team Site
#EMPOWER2015
• Clearly documented weekly status reporting
• What was done
• What’s next
• Exact Hour/$ Status
Weekly Status Reports
PSC Group – Project Status Update Intel : P05010 Intel Coaching Management Application Status Report for Week Ending 03-27-2015
Hours
Resource PSC Project Description Project Number
Sat Sun Mon Tue Wed Thu Fri Week Total
Project To Date
Ken Lamey Store Schedule Items - Support
P0510 1 3 5 3 2 14 263.5
Total 1 3 5 3 2 14 263.5/ 360
Tasks Reconciliation for Last Week (Tasks started with a ‘*’ were unanticipated or not expected this week)
Item Resource Status Comments
Project Coordination/Onboarding Ken In Process Daily standups, status reporting and project coordination, Weekly Standup to review progress with the team on Friday. Worked with Lorena to coordinate awaiting testing and new findings.
Testing Ken In Process Tested the application with both the engagement manager role and coaches roles
Form Updates Ken In-Progress Miscellaneous forms updates including removing availability fields and spelling corrections. Modified the selection list for coaches to not display the type of coach twice. Updated the occurrences of interested coach to potential coach.
Coach Role Ken Complete Implemented, consolidated and reviewed multiple requirements list for hidden fields for coaches. Implemented and tested the coach role for access to all forms and home page.
Coach Dashboard Ken Complete Added the filtered reports to coach’s view. Modified fields to display correctly on reports and access.
Emails Ken Complete Completed misc. enhancements to the emails including the creation of another set to be sent to the engagement managers for phase one to send the CRF attachment separately. Modified the availability email to reflect reply to this email since coaches will not have access initially. Reviewed revised email matrix requirements and verified emails.
Coach Reports Ken Complete Enhanced the coaches’ reports to display fields as designated.
Tasks Outstanding Task Resource Description
Client Inventory Report Ken Ability to email a coaching inventory report for updates.
Coach request Document Attachment
Ken Ability to add one link for the Coach request document link for coaches and have it flow through to the emails.
Engagement tracking report Ken Generate a report to provide engagement tracking data.
Issues Outstanding Issue Resolution Date
/ Status Resolution
#EMPOWER2015
• Larger projects might required monthly executive touch points
• Include IT if possible
Monthly Executive Touch Points
#EMPOWER2015
• All changes in scope should be documented
• Positive
• Negative
• Zero hour/$ impact
• In writing
• Signed by project leader on client and developer
• Shared with entire team in project site
Scope Changes
#EMPOWER2015
• Ease of Use
• Single Sign On (SSO)
• Track Usage
• User Feedback
• IT Support and Coordination
– S
4. Adoption
#EMPOWER2015
• Seamless Interface
• Prevents Multiple Application Sign on Prompts
• Improved User Experience
• Requires IT Assistance with Intuit
• Requires QuickBase Platform Plan
SSO (Single Sign-on)
#EMPOWER2015
• Know Who is Using the Application
• Know When the Application is Being Used
• Know What in the Application is Being Used
• Account Admin
• Users Menu Option
• Custom Code
Track Usage
#EMPOWER2015
• The Best Designed Application Can Be Better
• Issues and Problems
• Request for New Features
• Easily Accessible and Simple to Use
• QuickBase Application
User Feedback
Customer Feedback5
#EMPOWER2015
• Customer Satisfaction Survey
• Review on QSP site
• Internal Newsletter – Sell to co-workers
• Case Study – sell externally
Customer Feedback
Wrap-up6
#EMPOWER2015
Communicate
Organize
Solve Problems/Make Decisions
Build Good Teams
Its Not Over After Roll Out
Wrap-up
