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ERP Implementation Methodology. http://free.smartbiz.vn
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APPLY PMBOK TO ERP IMPLEMENTATION
Project Management à PMBOK
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q I. Managing Project & Effective PM q II. Project Management Body Of Knowledge
v II.1. PM Knowledge Areas & Process Groups v II.2. 9 Knowledge Areas -‐ ‘Things’
q Software Development Process
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Table of Content
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I.1. Managing Project q Why ERP-‐Implementation Fail: v Although selected “best” package, why is that we still have ERP-‐Implementation problems?
v Everything seems to point to the approach taken to manage the implementation project.
q Manage ERP Project v Identifying requirements v Establishing clear and achievable objectives v Balancing quality, scope, resources, risk, time and cost to produce a quality deliverable.
v Adapting speciYications, plans, approach to different concerns & expectations of various stakeholders.
DeJining Effective Project Management q “Effective Project Management requires that the project management team understand and use knowledge and skills from, at least, Jive areas of expertise” (PMBOK Guide, PMI) v Interpersonal skills v General management knowledge and skills v Understanding the project environment v Application area knowledge, standards and regulations
v The Project Management Body of Knowledge.
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II.1. PM Knowledge Areas & Process Groups PM Process Groups / Knowledge Area Processes
Initiating Process Group
Planning Process Group Executing Process Group
Monitoring & Controlling Process Group
Closing Process Group
Project Management Integration
Develop Project Charter Develop Prelim Project Scope Statement
Develop Project Management Plan Direct and Manage Project Execution
Monitor and Control Project Work Integrated Change Control
Close Project
Project Scope Management
Scope Planning Scope Definition Create WBS
Scope Verification Scope Control
Project Time Management
Activity Definition & Sequencing Resource Estimating Duration Estimating Schedule Development
Schedule Control
Project Cost Management
Cost Estimating Cost Budgeting
Cost Control
Project Quality Management
Quality Planning Perform Quality Assurance
Perform Quality Control
Project HR Management
Human Resources Planning Acquire Project Team Develop Project Team
Manage Project Team
Project Communications Management
Communications Planning Information Distribution Performance Reporting Manage Stakeholders
Project Risk Management
Risk Management Planning Risk Identification Qualitative / Quantitative Risk Analysis Risk Response Planning
Risk Monitoring and Control
Project Procurement Management
Plan Purchases and Acquisitions Plan Contracting
Request Seller Responses Select Sellers
Contract Administration Contract Closure
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II.1. PMBOK Processes
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II.2. Knowledge Areas -‐ ‘Things’ q An area of project management deYined by its knowledge requirements and described in terms of its associated process, practices, inputs, outputs, tools and techniques
q IdentiYied knowledge areas (the ‘things’) v Integration: to accomplish project objectives v Scope: deYines & controls what is/isn't included in project v Time: required for the timely completion of a project v Cost: planning, estimating, budgeting & controlling costs v Quality: quality policies, objectives & responsibilities v Human Resource: organize and manage the project team v Communications: ensure project info is timely & appropriately v Risk: increase/decrease probability-‐impact of positive/negative v Procurement: purchase/acquire products, services or results
Timeline for ASAP Implementation Methodology
Project Preparation Final
Preparation
Project Preparation
Review
Project Preparation
Review
Blueprint Review
Blueprint Review
Realization Review
Realization Review Final
Preparation Review
Final Preparation
ReviewGo Live & Support Review
Go Live & Support Review
RealizationGo Live &SupportBusiness
Blueprint
PM Reviews an integral part of project quality management: n PM Methodology Roadmap: Planning Phase à Management Plan Development
à Develop Project Quality Management Plan.
n Roadmap: General Project Management deliverable group under Phase Sign Off.
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PM Review Delivery Roadmap
RemoteRemote
Prepare InterviewsPrepare
Interviews
Information Sheet
Project Documents
Interview Agenda
Prepare InterviewsnStudy DocumentsnPrepare Questionnaire
On site visit2nd day
On site visit2nd day
Functional Teams
Technical Teams
End-User Training & Documentation
De Briefing Presentation
Closing Closing
Discuss final version of report
Customer Survey
Customer Sign Off
Lessons Learned and Archiving
On-SiteOn-Site
Review AnalysisReview Analysis
Executive Summary
Presentation
Review Report
On site visit1st day
On site visit1st day
Kick Off
Project Management
Team
Functional Team
Change Management
RemoteRemoteRemoteRemote
Prepare InterviewsPrepare
Interviews
Information Sheet
Project Documents
Interview Agenda
Prepare InterviewsnStudy DocumentsnPrepare Questionnaire
Prepare InterviewsPrepare
Interviews
Information Sheet
Project Documents
Interview Agenda
Prepare InterviewsnStudy DocumentsnPrepare Questionnaire
On site visit2nd day
On site visit2nd day
Functional Teams
Technical Teams
End-User Training & Documentation
De Briefing Presentation
On site visit2nd day
On site visit2nd day
Functional Teams
Technical Teams
End-User Training & Documentation
De Briefing Presentation
Closing Closing
Discuss final version of report
Customer Survey
Customer Sign Off
Lessons Learned and Archiving
Closing Closing
Discuss final version of report
Customer Survey
Customer Sign Off
Lessons Learned and Archiving
On-SiteOn-Site
Review AnalysisReview Analysis
Executive Summary
Presentation
Review Report
Review AnalysisReview Analysis
Executive Summary
Presentation
Review Report
On site visit1st day
On site visit1st day
Kick Off
Project Management
Team
Functional Team
Change Management
On site visit1st day
On site visit1st day
Kick Off
Project Management
Team
Functional Team
Change Management
RemoteRemote
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Phase-‐1 Project Preparation
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Phase-‐ 2 Business Blueprint
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Phase-‐3 Realization
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Project Plan Outline for Realization
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Phase-‐4 Final Preparation
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Phase-‐5 Go Live & Support
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Technical SolutionDeliverables
SAP Delivery Management Deliverables (internal)
Customer’s SolutionDeliverables
Standard Project Deliverables
WBS Template(ASAP Implementation)
5Go Live and
Support
Technical Solution Management
Project Management
Integrated Solution Readiness
4Final Preparation
Project Management
Integrated Solution Readiness
Technical Solution Management
Training
Lifecycle Data Management
Organization Change Mgmt
2Blueprint
Project Management
Training
Lifecycle Data Management
Organization Change Mgmt
Technical Solution Management
Business Process Requirements,
Design, Configuration and
Testing
1Project
Preparation
Technical Solution Management
Organization Change Mgmt
Project Management
Business Process Requirements,
Design, Configuration and
Testing
Training
3Realization
Integrated Solution Readiness
Technical Solution Management
Organization Change Mgmt
Project Management
Business Process Requirements,
Design, Configuration and
Testing
Lifecycle Data Management
Training
SAP Delivery Management
SAP Delivery Management
SAP Delivery Management
SAP Delivery Management
SAP Delivery Management
Organization Change Mgmt
Lifecycle Data Management
SafeguardingServices
Services
Services
Services
Services
Services
ASAP WBS Template
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1Project
Preparation
Technical Solution Management
Business Process Requirements, Design,
Configuration and Testing
Training
Lifecycle Data Management
Org. Change Management
Project Management
SAP Delivery Management
1.6.1Inventory of Legacy
Systems
1.4.1Business Scenario
and Process Inventory
1.7.1.2System Landscape
Document
1.7.1.3Initial Hardware Sizing Proposal
1.7.1.1Solution Landscape
Deployment Plan
1.7.1.6Project Support
Tools and Systems
1.8.1.1Project Team Train.
Plan
1.8.2Preliminary End-
User Training and Documentation
Strategy
1.5.1Change Charter
1.5.2Initial Stakeholder
Mapping and Business Readiness
Assessment
1.5.3.1Sponsorship
Strategy
1.1.1Phase Startup
1.1.2Project Initiation
1.1.3Project Management
Plan Start-Up
1.1.4Exec./Mon./Cont.
Results
1.1.5Phase Sign-Off
1.5.3.2OCM Organization and Change Agent
Network
1.5.4.1Communication Plan
1.5.4.2Initial Announcement
1.5.5.1Organizational
Alignment Strategy
1.5.5.2Social Contract
1.5.6Project Team
Change Management
1.8.1.2Trained Project Team (Level 1)
1.7.1.7Project Team
System Authorization Standards
1.7.1.8High-Level
Integration Strategy
1.7.1.10Transport Strategy
1.7.1.9Messaging
Landscape Strategy
Safeguarding Services
1.1.5.3PM Review
Service Report
1.6.2Strategy For Legacy
Data Conversion
Product specific deliverables (EP, MDM and XI)
ASAP WBS Template: Project Preparation
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Project Management
1.1.1Phase Startup
1.1.2Project Initiation
1.1.3Project Management
Plan Start-Up
1.1.4Exec./Mon./Cont.
Results
1.1.5Phase Sign-Off
1.1.1.4Handoff Checklist from Pre-project
activities
1.1.1.2Detailed Phase
Schedule
1.1.1.1Phase Resources
Allocation
1.1.1.3Phase Kickoff
Meeting
1.1.2.1Business Case
1.1.2.2Project Charter
1.2.1Project Strategic
Framework
1.1.2.3Scope Statement
1.1.3.6Project Team Organizational Chart, Project
Team Roles and Responsibilities
1.3.1.1SAP Solution Manager
Usage Guidelines
1.1.3.1Project
Management Plan
1.3.1.6Additional Project Tools
1.1.3.7Project Team On-Boarding Package
1.1.3.2Monitoring/
Controlling Plans1.3.1.7
Software System Configuration Standards
1.3.1.2Project Documentation
Standards
1.1.3.8Project Contract
Inventory
1.1.3.3Prelim. WBS and WBS Dictionary
1.3.1.3Issue and Escalation
Management Procedure
1.1.3.4Project Schedule
1.3.1.4Initial Development
Management Standards
1.1.3.5Project Budget
1.3.1Implementation
Project Standards
1.3.1.5SAP Services
Deployment Plan
1.1.4.4Issue Log
1.1.4.7Team Member Evaluations/Appraisals
1.1.4.10Contractual Changes
1.1.4.5Risk Register
1.1.4.8Communications Matrix (updated)
1.1.4.2Requests for
Change
1.1.4.6Deliverable Acceptance Documents
1.1.4.9Status Reports
1.1.4.3Change Log
1.1.5.2Lessons Learned
Log
1.1.5.3Phase Completion
Check (internal)
1.1.5.1Closed Contracts
1.1.2.4Schedule for
Project Planning
1.3.2Standards Meeting
1.3.1.8Enhancement and
Modification Standards
1.3.1.9Support Package and Upgrade Standards
1.3.1.10Change Request and
Transport Management Standards (CTS)
1.3.1.11Testing and User-Acceptance
Standards
1.3.1.12Preliminary Post-
implementation Service and Support Standards
1.3.1.13Integration Conventions
1.1.5.4Phase Sign-Off
Document
Project Preparation – PM Work Stream
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2Blueprint
Project Management
Organization Change Mgmt
Training
Technical Solution Management
Business Process Requirements, Design,
Configuration and Testing
Lifecycle Data Management
2.2.2Sponsorship Engagement
2.2.3.1Key Messages for Blueprinting and Program outlook
2.2.1Org. Change
Management Plan
2.3.1.1Trained Project Team (Level 2)
2.3.1.2Updated Project Team Training
Plan
2.10.1Technical and Integration
Design
2.10.2Development Environment
2.8.2System Authentication
Concept
2.10.3System Administration
Procedures
2.8.1Authorization
Requirements and Design
2.10.4Support Procedures
2.7.1Lifecycle Data
Management Strategy
2.6.1.2Scenario 1
2.6.1.3Scenario 2-n
2.1.1Phase Startup
2.1.2Exec./Mon./Cont.
Results.
2.1.3Project Management
Plan Completion
2.1.4Phase Sign-Off
2.2.3.2Tactical
Communication Plan
2.2.5 Project Team Change Mgmt
2.4.1Business Org
Structure
2.4.2General Settings &
Master Data
Safeguarding Services
2.1.4.3PM Review
Service Report
2.11SAP Feasibility
Check
2.2.4 Organizational
Alignment
2.3.2End-User Training
and Documentation
Strategy
2.4.3.1Business Scenario
Workshop Schedules
2.4.3.2Business Scenario
Overview
2.6.1.1Business Process
Workshop Schedules
2.6.1.2.1Process #1
2.6.1.2.1Scenario
Requirements
2.6.1.2.2Process #2-n
2.7.2Data Cleansing
Procedures
2.7.3Conversion
Development Requirements
2.7.2Conversion
Requirements
2.10.5Project IMG
2.6.2Integration Scenario
Specification
SAP Delivery Management
2.4.4BI Strategy definition
2.6.4BI Requirements
2.6.5Portal Content Requirements
2.6.6Portal Framework
Requirements
2.6.7.1Business Blueprint
2.6.7.2Baseline Scope
2.6.7.2Detailed
Transactional Scope
2.6.8.1Knowledge Transfer Workshop
for Global Delivery Team
2.9Development Standards and Approved Development Work
2.6.1.2.1.1Business Process
Requirements Documents
2.6.1.2.1.2Business Process
Models
2.6.1.2.1.3Development Requirements
Product specific deliverables (BI, EP, MDM and XI)
WBS Template: Business Blueprint
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Project Management
2.1.1Phase Startup
2.1.3Project Management
Plan Completion
2.1.2Exec./Mon./Cont.
Results
2.1.4Phase Closure &
Signoff
2.1.1.2Detailed Phase
Schedule
2.1.1.1Phase Resources
Allocation
2.1.1.3Phase Kickoff
Meeting
2.1.3.1Project Management
Plan (Updated)
2.1.2.5Risk Register
2.12.8Communications Matrix (updated)
2.1.2.2Requests for
Change
2.1.2.10Status Reports
2.1.2.6Deliverable
Acceptance Docs
2.1.2.9Quarterly
Operations Reviews
2.1.2.3Change Log
2.1.3.11Contractual Changes
2.1.2.7Team Member Evaluations/Appraisals
2.1.2.4Issue Log
2.1.4.2Lessons Learned Log and Project Debrief
2.1.4.3Phase Completion
Check (internal)
2.1.4.1Closed Contracts
2.1.3.3Project Schedule
(Updated)
2.1.3.2Monitoring/Controlling
Plans (Updated)
2.1.3.4Project Budget
(Updated)
2.1.3.5Business Case
(Updated)
2.1.4.5Phase Sign-Off
Document
Business Blueprint – PM Work Stream
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Business Process Requirements, Design, Configuration and Testing
2.4.1Business Org
Structure
2.4.2General Settings &
Master Data
2.4.3.2Business Scenario
Overview
2.6.1.1Business Process
Workshop Schedules
2.6.1.2.1Scenario Requirements
2.6.5Portal Content Requirements
2.6.7.1Business Blueprint
2.6.8.1Knowledge Transfer Workshop for Global
Delivery Team
2.6.1.2.1.1Business Process
Requirements Documents
2.6.1.2.1.3.1Forms
Requirements
2.6.1.2Scenario 1
2.6.1.2.1Process #1
2.6.1.2.2Process #2-n
2.6.1.2.1.2Business Process
Models
2.6.1.2.1.3Development Requirements
2.6.1.2.1.3.2Reporting
Requirements
2.6.1.2.1.3.5Miscellaneous Development Requirements
2.6.1.2.1.3.3Interface
Requirements
2.6.1.2.1.3.4Workflow
Requirements
2.4.3.1Business Scenario
Workshop Schedules
2.6.2Integration Scenario
Specification
2.4.4BI Strategy definition
2.6.4BI Requirements
2.6.6Portal Framework
Requirements
Product specific deliverables (BI, EP and XI)
2.9Development
Standards and Approved
Development Work
2.9.1Conceptual Design of Developments
2.9.2Development
Guideline
2.9.3.1Work Estimates
2.9.3.2List of Approved
Development Objects
Business Blueprint – Business Process Requirements, … Work Stream
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Business Process Requirements, Design, Configuration and Testing
2.6.1.2.1Scenario Requirements
2.6.1.2Logistics and Warehouse
2.6.1.2.1Inventory
Management
2.6.1.2.2Warehouse
Management
2.6.1.2.3Physical Inventory
2.6.1.2.4GTS (Custom
Documentation)
2.6.1.2.1Scenario
Requirements
2.6.1.2Quote to cash
2.6.1.2.1Quotations
2.6.1.2.2Order
Management
2.6.1.2.3EDI
2.6.1.2.4Shipping
(outbound)
2.6.1.2.4Invoicing
Customer WBS Template: Blueprint Example (1)
This structure will be further de-‐composed to detail the deliverables for each business process. See the next two examples for details.
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Business Process Requirements, Design, Configuration and Testing
2.6.1.2.1Scenario Requirements
2.6.1.2.1.1Business Process
Requirements Documents
2.6.1.2.1.3.1Forms
Requirements
2.6.1.2Plan to produce
2.6.1.2.1Product Data Management
2.6.1.2.2Production &
Procurement Plan
2.6.1.2.1.2Business Process
Models
2.6.1.2.1.3Development Requirements
2.6.1.2.1.3.2Reporting
Requirements
2.6.1.2.1.3.5Miscellaneous Development Requirements
2.6.1.2.1.3.3Interface
Requirements
2.6.1.2.1.3.4Workflow
Requirements
2.6.1.2.3Production Exec &
Control
2.6.1.2.4Quality
Management
2.6.1.2.4Maintenance Management
Customer WBS Template: Blueprint Example (2)
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Business Process Requirements, Design, Configuration and Testing
2.6.1.2.1Scenario Requirements
2.6.1.2.1.1Business Process
Requirements Documents
2.6.1.2.1.3.1Forms
Requirements
2.6.1.2Logistics and Warehouse
2.6.1.2.1Inventory
Management
2.6.1.2.2Warehouse
Management
2.6.1.2.1.2Business Process
Models
2.6.1.2.1.3Development Requirements
2.6.1.2.1.3.2Reporting
Requirements
2.6.1.2.1.3.5Miscellaneous Development Requirements
2.6.1.2.1.3.3Interface
Requirements
2.6.1.2.1.3.4Workflow
Requirements
2.6.1.2.3Physical Inventory
2.6.1.2.4GTS (Custom
Documentation)
Customer WBS Template: Blueprint Example (3)
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3Realization
Integrated Solution Readiness
3.9.2Technical
Operations and Handover Strategy
3.14Integration Test
3.9.1.2Preliminary
Cutover Plan
Lifecycle Data Management
3.10.1.2Data
Dependencies, Conversion Time,
and Sequence Map
3.10.1.1Conversion Technical
Specifications
Business Process Requirements, Design,
Configuration and Testing
3.12Final Configuration
Technical Solution Management
3.11.2System Authentication
3.16.2Production Environment
Design and Setup
3.17.3Test Environment and
Test Scripts
3.17.1Preparation for
Performance Test
3.8.1Quality Assurance
Environment
3.9.1.1Preliminary Production
Support Plan
3.11.1System User Roles and
Authorizations
Organization Change Mgmt
3.2.4Organizational
Alignment
3.2.3Communication
during Realization
3.2.2Sponsorship Engagement
Project Management
Training
3.3.2End-User Training
and Documentation
Plans and Templates
3.3.1.2Trained Project Team (Level 3)
3.3.3End-User Training
and Documentation
Content, Data, and System
Environment
3.3.1.1Refined Project Team Training
Schedule
3.1.1Phase Startup
3.1.2Exec./Mon./Cont.
Results
3.1.3Project Management
Plan Updated
3.2.1Updated
Organizational Change
Management Plan
3.2.5 Project Team Change Mgmt
3.16.1Production
Infrastructure Ready
3.17.2Performance-Test Plan
3.5Baseline
Configuration
3.1.4Phase Sign-Off
Safeguarding Services
3.1.4.3PM Review
Service Report
3.15SAP Technical
Integration Check
SAP Delivery Management
3.3.4End-User Training
Schedule and Logistics
3.16.1.1Data Center Ready
for Production
3.16.1.2Updated IT
Infrastructure Doc.
3.17.4System Test Plans
3.17.4.2System Administration
Test Plan
3.17.4.1Failure Test Plan
3.17.4.3Printing and Faxing
Test Plan
3.17.4.4Disaster Recovery Test
Plan
3.17.4.5Regression Test Plan
3.17.4.6Backup-and-Restore
Test Plan
3.17.4.7Connectivity Test Plan
3.10.1.3Completed
Programmatic Data Conversions
3.10.1.4Completed Manual Data Conversions
3.10.1.5Test Results of
Data Conversions
3.10.1.6Documented Data
Conversions
3.10.2.1Archiving Strategy
3.10.2.2Archiving
Procedures
3.10.2.3Tested Archiving
Procedures
3.18.1SAP GoingLive Check: Analysis
Session
3.18.2SAP GoingLive
Check: Optimization
Session
WBS Template: Realization Work Stream
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3.1Project Management
3.1.1Phase Startup
3.1.4Phase Closure &
Signoff
3.1.1.2Detailed Phase
Schedule
3.1.1.1Phase Resources
Allocation
3.1.1.3Phase Kickoff
Meeting
3.1.4.2Lessons Learned
Log
3.1.4.3Phase Completion
Check (internal)
3.1.4.1Closed Contracts
3.1.2Exec./Mon./Cont.
Results
3.1.2.5Risk Register
3.1.2.2Requests for Change
3.1.2.7Team Member
Evaluations/Appraisals
3.1.2.10Status Reports
3.1.2.3Change Log
3.1.2.8Communications Matrix
(updated)
3.1.2.6Deliverable Acceptance
Docs
3.1.2.4Issue Log
3.1.2.9Quarterly Operations
Reviews
3.1.3Project Management
Plan Updated
3.1.2.11Contractual Changes
3.1.3.1Project Management Plan
(Updated)
3.1.3.2Monitoring/Controlling
Plans (Updated)
3.1.3.3Project Schedule
(Updated)
3.1.3.4Project Budget (Revision)
3.1.3.5Blueprint Document
(Updated)
3.1.4.4Phase Sign-Off
Document
Realization – PM Work Stream
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Business Process Requirements, Design, Configuration and Testing
3.12Final Configuration
3.5Baseline
Configuration
3.5.1.1Refined Baseline
Scope
3.5.1.2Baseline
Configuration Plan
3.5.1.3.1.1General Settings
3.5.1.3.1.2Organizational
Structures
3.5.1.3.1.3Master Data
3.5.1.3.2Configured and Tested
Scenario #1
3.5.1.3.2.1Process #1
3.5.1.3.2.2Process #2
3.5.1.3.3Configured and Tested
Scenario #2 (to n)
3.5.1.3.2.1.1Baseline
Configuration
3.5.1.3.2.1.2Business Process
Procedures
3.5.1.3.2.1.3Baseline Test
Cases
3.5.1.3.2.1.4Baseline Test Plan3.5.1.4
Baseline Test Results/Updated
Baseline Test Cases
3.5.1.5Baseline Issues
List
3.5.1.6Migrated Baseline
SAP Software System
3.5.1.7Refined Project IMG
3.5.1.8Baseline Confirmation
3.7.1Portal Content
3.7.2Portal Framework
Configuration
3.7.3Content and Integration
Development
3.7.4Portal User Interface and
Personalization
3.7.5Integration Scenario
Configuration
Product specific deliverables (EP, MDM and XI)
3.12.1Final Configuration and
Development Cycle Plan
3.12.2Confirmed Configuration and
Development for Cycle n
3.12.2.1Refined Scope for
Cycle n
3.12.2.2Configuration and
Development Workshop Schedule
for Cycle n
3.12.2.3Configuration and Development Plan
Approval for Cycle n
3.12.2.4Configuration and
Development Workshops for Cycle n
3.12.2.5Configured and
Tested Scenario #1
3.12.2.6Configured and Tested
Scenario #2 (to n)
3.12.2.8Migrated Configuration
and Development to QA for Cycle n
3.12.2.9Cycle Test Results/
Updated Configuration Test Cases for Cycle nn
3.12.2.10Confirmation of
Configuration and Development for
Cycle n
3.12.2.5.1Process #1
3.12.2.5.2Process #2 (to n)
3.12.2.5.1.1Final Configuration
3.12.2.5.1.2Business Process
Procedures
3.12.2.5.1.3Unit Test Cases
3.12.2.5.1.4Unit Test Plan
3.12.2.5.1.5Unit Test Results
3.12.2.5.1.6Completed
Development Objects
3.12.3Realization of the Enterprise
Data Warehouse
3.12.2.5.1.6.1Form (n)
3.12.2.5.1.6.2Report (n)
3.12.2.5.1.6.3Interface Program
(n)
3.12.2.5.1.6.4Enhancement Program (n)
3.12.2.5.1.6.5Workflow (n)
3.12.2.5.1.6.6Miscellaneous
Development (n)
Technical Specifications
Created Form
Test Results
Documented Form
Technical Specifications
Created Report
Test Results
Documented Report
Technical Specifications
Created Interface
Test Results
Documented Interface
Technical Specifications
Created Enhancement
Test Results
Documented Enhancement
Technical Specifications
Created Workflow
Test Results
Documented Workflow
Technical Specifications
Created Misc. Dev.
Test Results
Documented Misc. Dev.
Product specific deliverables (BI)
Realization – Business Process Configuration and Testing Work Stream
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Integrated Solution Readiness
3.9.2Technical
Operations and Handover Strategy
3.14Integration Test
3.9.1.2Preliminary
Cutover Plan
3.14.1.1Final Integration
Team
3.14.1.2Final Integration Test
Logistics
3.14.1.3Final Integration Test
Cases/Scenarios
3.14.1.4Preliminary Portal Performance Test
Cases
3.14.1.5Final Integration Test
Plan Approval
3.14.1.6SAP Software
System Handover from Global Delivery
3.14.1.7Migrated and Frozen
SAP Software System
3.14.2.1Integration Test
Results - Cycle 1
3.14.2.1.1Tested Scenario #1
3.14.2.1.2Tested Scenario n
3.14.2.2Functional User Acceptance Test Results - Cycle 2 3.14.2.2.2
User Acceptance of Scenario n
3.14.2.2.1User Acceptance of
Scenario #1
3.14.2.3Preliminary Portal Performance Test
Report
3.14.2.4Portal User
Acceptance Report
3.14.2.5Resolved
Integration Test Issues
3.14.2.6Final Integration
Test Sign-Off
Product specific deliverables (EP)
Realization – Integrated Solution Readiness Work Stream
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Customer WBS Template: Realization Example (2)
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4Final Preparation
Project Management
Organization Change Mgmt
Training
Technical Solution Management
Lifecycle Data Management
Integrated Solution Readiness
4.2.1Updated OCM
Plan
4.2.2Sponsorship Engagement
4.2.3.1Key Messages for
Go-Live
4.3.1Trained End Users
4.5.1Established Functional
and Technical Production Support
4.5.3Approved System Tests
4.5.4Production Software
Loaded
4.4.1Fully Simulated Data Loads to Production
4.8.1Production Data
Loaded
4.8.2Production
Cutover Sign-Off
4.1.1Phase Startup
4.1.2Exec./Mon./Cont.
Results
4.1.3Project Management
Plan Updated
4.5.2Approved Performance
Tests
4.4.2Final Production Data
Load
4.1.4Phase Sign-Off
4.2.3.2Communication Plan for Go-Live
Safeguarding Services
4.7SAP Operations
Readiness Assessment
4.6SAP Solution
Management Optimization
SAP Delivery Management
4.1.4.3PM Review Service
Report
WBS Template: Final Preparation
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4.1Project Management
4.1.1Phase Start-Up
4.1.3Phase Closure &
Signoff
4.1.1.2Detailed Phase
Schedule
4.1.1.1Phase Resources
Allocation
4.1.1.3Phase Kickoff
Meeting
4.1.3.2Lessons Learned
Log
4.1.3.3Phase Completion
Check (internal)
4.1.3.1Closed Contracts
4.1.2Exec./Mon./Cont.
Results
4.1.2.5Risk Register
4.1.2.2Requests for
Change
4.1.2.8Communication Matrix Updates
4.1.2.11Contractual Changes
4.1.2.7Team Member Evaluations/Appraisals
4.1.2.3Change Log
4.1.2.9Quarterly
Operations Reviews
4.1.2.6Deliverable Acceptance Documents
4.1.2.4Issue Log
4.1.2.10Status Reports
4.1.3Project Management
Plan Updated
4.1.3.1Project Management Plan
(Updated)
4.1.3.2Monitoring/Controlling
Plans (Updated)
4.1.3.3Project Schedule
(Updated)
4.1.3.4Project Budget (Revision)
4.1.3.5Blueprint Document
(Updated)
4.1.3.4Phase Sign-Off
Document
Final Preparation – PM Work Stream
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Technical Solution Management
4.5.1Established
Functional and Technical Production
Support
4.5.3Approved System
Tests
4.5.4Production
Software Loaded
4.5.2Approved
Performance Tests
4.5.1.1User Support Implemented
4.5.1.2Solution
Management Procedures
4.5.1.3Monitoring Procedures
4.5.1.4Systems and Application
Handover to Support
Organizations
4.5.1.5Complete IT Infrastructure
Document
4.5.1.6Change Management
Document for Production
4.5.1.7Refined Production
Support Plan
4.5.1.8Established Help
Desk Organization
4.5.1.9Reorganized
Production Support Team
4.5.1.10Long-Term Support
Strategy
4.5.3.1Failure Test Results
4.5.3.2System Administration
Test Result
4.5.3.3Printing and Faxing Test
Result
4.5.3.4Disaster Recovery Test
Result
4.5.3.6Backup-and-Restore Test
Results
4.5.3.7Backup-and-Restore Test
Results
Final Preparation – Technical Solution Management Work Stream
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5Go Live and
Support
Project Management
Technical Solution Management
5.3.1.1Issue Log Resolution
5.1.4Final Customer
Acceptance
5.3.1.2Production Validation
Results
Organization Change Mgmt
5.2.1Sponsorship Commitment
to realize the benefits
5.2.2Organizational Alignment
- Making Changes last
5.2.3Communication after Go-
Live
5.1.1Phase Startup
5.1.2Exec./Mon./Cont.
Results
5.5.2Project Closure
5.1.3Project
Management Plan Updated
5.3.1.3Follow-Up Training
5.3.1.4Business Operations
System Change Management
5.3.2Postimplementation Long-Term Support
Safeguarding Services
5.6.1SAP GoingLive
Check: Verification Session
SAP Delivery Management
5.1.4.2PM Review
Service Report
5.7SAP EarlyWatch
Check
WBS Template: Go Live and Support
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5.1Project Management
5.1.1Phase Startup
5.1.4Final Customer
Acceptance
5.1.1.2Detailed Phase
Schedule
5.1.1.1Phase Resources
Allocation
5.1.1.3Phase Kickoff
Meeting
5.1.4.2Phase Completion
Check (internal)
5.1.4.3Deliverable
Acceptance Docs
5.1.4.1Closed Contracts
5.1.2Phase Exec./Mon./
Cont. Results
5.1.2.5Risk Register
5.1.2.8Communications Matrix
(Updated)
5.1.2.2Requests for
Change
5.1.2.6Deliverable
Acceptance Docs
5.1.2.9Quarterly Operations
Reviews
5.1.2.3Change Log
5.1.2.7Team Member
Evaluations/Appraisals
5.1.2.10Status Reports
5.1.2.4Issue Log
5.1.3Project Management
Plan Updated
5.5.2Project Closure
5.1.3.1Project Management
Plan (Updated)
5.1.3.2Monitoring/Controlling
Plans (Updated)
5.1.3.3Project Schedule
(Updated)
5.1.3.4Project Budget
(Revision)
5.5.2.1Project Survey Results
5.5.2.2Customer Satisfaction Survey
Results
5.5.2.3Consolidated Lessons Learned
Log and Project Debrief
5.5.2.4Project Closeout Report and
Presentation
5.5.2.5Team Member Evaluations/
Appraisals
Go Live and Support - Project Management Work Stream
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THANK YOU
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