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Project Plan ERP Sample by ijaz haider malik weboriez@hotmail

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Project Plan ERP IT Sample by Ijaz Haider Malik weboriez@hotmail.com

Project Plan ERP IT Sample by Ijaz Haider Malik weboriez@hotmail.com

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  • 1. IIjaz Haider Malik Prince2 ® Project Manager (CRM & ERP) weboriez@hotmail.com 9251-3335690567 Copy right®2013-2016 1.0 Project Preparation Project Initiation Initial Team formation Initial Draft Prepare Scope of Work Prepare Feasibility Report for Management Prepare Request for Proposal - RFP Steering Committee Formation by top management Procurement Process Initiation Arrange Project Budget Float Request for Proposal - RFP Formation of Technical Evaluation Committee Chain Management - Committee - TEC Formation of Financial Evaluation Committee Chain Management - Committee - FEC Technical Evaluations - Demos , discussions, queries Financial Evaluations - Negotiations Finalize the Vendor Issue LOI - Letter of Intent Issue Purchase Order Prepare Detail Project Plan along with vendor Approval from Steering Committee PMO Related Tasks Arrange OPerational EXpenditure Budget (OPEX) Workstations / Laptops for Project Team File Server for Project Documentation High Speed Printers Access to Conference / Meeting Rooms Landline / Cell Phones
  • 2. Fax machine Multimedia Stationary supplies (white-boards, Printer paper etc) Connectivity - Intranet and InternetProject Kick -Off Presentations Project Team Kick-off Presentation to Steering Committee Approval - Sign OffProject Organization Define project team Organization and roles Assign people to roles Approval of Project Org. Chart from ManagementProject Charter Create & Issue Project Charter Review Project Charter Update Project Charter Approval from Steering Committee Chain Management - CommitteeDetailed Project Planning Documents Companys Strategic objectives and business needs document Create and circulate Strategy and Business needs document Review Strategy and Business needs Document Update Strategy and Business needs Document Sign-off Strategic Objectives and business needs document Project Scope & Phases document Create and circulate details Review Detailed Scope Document Update Scope Document Sign-off Project scope & Phases Documents Risk Management Plan Create and circulate Risk Management Plan - RMP Review RMP
  • 3. Update RMP Deliverable: Sign-off Risk Management PlanCommunication Plan Create and circulate communication Plan Review communication Plan Update communication Plan Deliverable: Sign-off PlanProcurement Plan Create and circulate Project Procurement Plan as per Purchase Order Review Procurement Plan Update Procurement Plan Deliverable: Sign-off Procurement PlanResource & Staffing Plan Finalize Resource & Staffing Plan Review Resource & Staffing Plan Update Resource & Staffing Plan Deliverable: Sign-off Resource & Staffing PlanTraining Plan Create and circulate Training Plan Review Training Plan Update Training Plan Deliverable: Sign-off Training PlanChange Management Plan Create and circulate Change Management Plan Review Change Management Plan Update Change Management Plan Deliverable: Sign-off Change Management PlanUser Acceptance Testing - UAT Plan Create and circulate UAT Plan Review UAT Plan
  • 4. Update UAT Plan Deliverable: Sign-off UAT PlanData Migration Plan Create and circulate Data Migration Plan Review Data Migration Plan Update Data Migration Plan Deliverable: Sign-off Data Migration PlanDisaster Recovery Plan Create and circulate Disaster Recovery Plan Review Disaster Recovery Plan Update Disaster Recovery Plan Deliverable: Sign-off Disaster Recovery PlanProject Quality Management Strategy Create and circulate Quality Management Plan Review Quality Management Plan Update Quality Management Plan Deliverable: Sign-off Quality Management Plan Project Planning DocumentsSolution Overview Workshops - Vendors to <COMPANY NAME> Work Shop for Finance Management Work Shop for Supply Chain Management Work Shop for HR management Work Shop for Module? (any other)Setup Initial Technical Infrastructure Kick-off / Interim Servers for Solution Manager and Development Server(s) from VendorsSet Up Project Team - File Server (for Documentation etc.) Confirm Server Configuration & OS installation Create Directory Structure Complete all initial User / Security / Administrative (Backup schedule, Print Spool setup etc.) Configure User Access for Project Team
  • 5. Set Up Interim Solution for Issues Tracking Confirm Hardware and Installation of Operating System Install Software Finalize Installation (Patches. etc.) Complete all initial Basis settings (Clients, Backup schedule, spooler etc.) Place Server in the data Centre and confirm connectivity to Project office Configure User Access for Vendors Project Team Set Up Interim Development Server Confirm Hardware Installation & OS installation Install Solution software Verify Installation (Patches etc.) Complete all initial Basis settings (Clients, Backup schedule, spooler etc.) Place Server in the data Centre and confirm connectivity to Project office Configure User Access for Vendors Project Team Project File Server Perform Quality Review Implement Project Prep. Phase Quality Procedures Follow-up on Quality Review Committee2.0 Define Phase Finance Module AS IS Process Documentation Identify the required Process Owners (stakeholders), Power users Org. Structure / hierarchy (current) General Ledger Chart of accounts Accounting Transactions Cost and profit centers Transfer of balances Budget and planning Consolidation of Budgetary estimates and comparison with actual
  • 6. Budgetary definitions, transactions and exceptions Transfer of budgets Cash management Cost & Regulatory Accounts Debt Management Asset Management Transfer of Assets and Change of OwnershipRevenues Define Revenue Types, Divisions, Frequencies etc. Management of Revenues/Payments/Collection Define and Accept Different methods of payments Integration with other SystemReceivables Configuration of accounting rules for receivable management Multiple segments of customers (Services, business types etc.) Handling of receipts for split and consolidate invoices Acceptance of application of receiptsPayables Attachment of electronic documents with invoices Multiple payment Methods Selection of payment vouchers for payments Online facility to employees Ability to hold, split and consolidate payments Integrated with other subsystemsCorporate Finance Financial analysis of loans and other borrowings Financial analysis of ContractsData Analysis & Reporting Basic and General reporting(Summary, detail, any period, day) Accounting and Financial reports
  • 7. Comparative Statements(Parameters) Consolidate AS IS Process Flow Charts Document AS IS Process Flows Conduct Internal QA Review Conduct Review by Process Owners Obtain Process Owner Signoff Agreed AS IS Processes DocumentTO BE Process Design General Ledger Accounts Receivable Accounts Payable Bank Accounting Cost Centre Accounting Profit Centre Accounting Data Migration / Conversion from Legacy System Interfaces & other custom developments Technical Compliance verification & outstanding issues Executive Management Review & Sign Off Collate & Distribute Finance Module BBP documents to Executive Management Presentation for Finance Module BBPs to Executive Management Executive Management (Finance Module) Review Sign off Business Blueprint/SRS Agreed Business Blueprint/SRS for Finance ModuleSupply Chain Management - SCM (Procurement & Materials) AS IS Process Documentation Analyze AS IS Processes Existing Organizational Structure Existing Master data ( Material & Vendor ) AS-IS Procurement Processes of Local Purchases AS-IS Procurement Processes of Import Purchases
  • 8. AS-IS Procurement Processes of External Services AS-IS Procurement Processes of Customer Services AS-IS Inventory Management Processes Goods Issuance – GIV Goods Receipt – GRN Goods Transfer – GTN Material Request –MRF Goods Returns Process Physical Stock CountingTO BE Process Design Procurement Inventory Management & Warehouse Management Data Migration / Conversion from Legacy System Technical Compliance verification & outstanding issues Executive Management Review & Sign OffAS-IS HR Management AS IS Process Documentation Analyze AS IS Process Over all Organizational structure Names of all departments and divisions. Respective Positions of all departments. Process of creating a new department and position Roles/responsibilities of positions Meeting for Employee Master Data AS-IS PERSONNEL ADMINISTRATION Processes of Hiring and Retirement (Leaving) Process of hiring an employee and the details maintained in the system. Process of transfer an employee from one department to another. Process for contracting employees, renewing contracts etc. Process of firing employee, resignation, retirement. Pay Structure
  • 9. Allowances Deductions Gratuity Pension Scheme All grades, type and category. Process of allocation and management of assets i.e. vehicle, house and phone lines to employee. Process of recording, authorizing official tours, disbursement of expenses Cash, cheque and payroll. AS-IS PERSONNEL ADMINISTRATION of Employee administration issues Process for dealing with disciplinary and grievance cases. Process of drafting, authorizing and posting of notices to employees Process and policy of PF setup, calculation, adjustment etc. Appraisal Process & Promotions Career Planning Succession Planning Compensation Planning Budgeting Medical - External Services Internal Services ( <COMPANY NAME>s Medical Centers) Medical - Re-imbursements AS-IS Training & Event Management Internal Training ( Training Colleges ) Masters, short courses and Scholarships Training developmentTO BE Process Design Global Settings Personnel Administration Organizational Management Personnel Time Management Payroll Processing Closing Process
  • 10. Data Migration / Conversion from Legacy System Technical Compliance verification & outstanding issues <COMPANY NAME> Executive Management Review & Sign Off Develop UAT Plan Finance Module Develop UAT Plan for Finance Module Develop / Refine Test scripts for Finance Module UAT Test Plan for Finance Module UAT Scripts for Finance Module Supply Chain Management - SCM Develop UAT Plan for Supply Chain Management - SCM Develop / Refine Test scripts for Supply Chain Management - SCM UAT Test Plan for Supply Chain Management - SCM UAT Scripts for Supply Chain Management - SCM HR Management Develop UAT Plan for HR Management Develop / Refine Test scripts for HR Management UAT Test Plan for HR Management UAT Scripts for HR Management Prepare for Final Prep Phase Refine Project Schedule for Final Prep. Phase Verify Resource Requirements for Final Prep. Phase Refine Q-Gate parameters for Final Prep. Phase Perform Quality Review Implement Blueprint/SRS Phase Quality Procedures (Quality Gate #3) Follow-up on Quality Review Committee Chain Management - SCM3.0 Design Phase Finance Module Master Data Configuration Interfaces Configuration
  • 11. Processes Configuration Workflows Customized Reports Supply Chain Management - SCM Master Data Configuration Interfaces Configuration Processes Configuration Workflows Customized Reports HR Management Master Data Configuration Interfaces Configuration Processes Configuration Workflows Customized Reports4.0Testing Finance Module Master Data Configuration Interfaces Configuration Processes Configuration Workflows Customized Reports Supply Chain Management - SCM Master Data Configuration Interfaces Configuration Processes Configuration Workflows Customized Reports HR Management
  • 12. Master Data Configuration Interfaces Configuration Processes Configuration Workflows Customized Reports Cross Modular Testing Interfaces Processes Workflows Reports5.0 Final Preparation Final Perp. Phase Kick-off Meeting6.0 User Acceptance Testing Finance Module Conduct User Acceptance Testing Conduct Orientation of <COMPANY NAME> Testing Team Conduct UAT Resolve Issues Finalize System Sign off UAT Supply Chain Management - SCM Conduct User Acceptance Testing Conduct Orientation of <COMPANY NAME> Testing Team Conduct UAT Resolve Issues Finalize System Sign off UAT HR Management Conduct User Acceptance Testing Conduct Orientation of <COMPANY NAME> Testing Team
  • 13. Conduct UAT Resolve Issues Finalize System Sign off UAT7.0 ETL - Data Extract Transform Load Finance Module Accounts Receivable (Open Items) Accounts Payable (Chqs, $$) Asset Management Supply Chain Management - SCM Inventory Balances Open Purchase Requisition, Material Requests , Purchase Orders, GRN, GIV Current Contracts HR Management Employee Personnel Data Salary & Loans Data Leaves Data8.0 ETL User Acceptance Finance Module Preparation for Data Conversion Testing Conduct Data Conversion Acceptance Testing Sign off Data Conversion Acceptance Testing Supply Chain Management - SCM Preparation for Data Conversion Testing Conduct Data Conversion Acceptance Testing Sign off Data Conversion Acceptance Testing HR Management Preparation for Data Conversion Testing Conduct Data Conversion Acceptance Testing
  • 14. Sign off Data Conversion Acceptance Testing9.0 Cutover Planning Finance Module Prepare Cutover Plan for Finance Module Refine Cutover Plan Finance Module Cutover Plan Supply Chain Management - SCM Prepare Cutover Plan for Supply Chain Management - SCM Refine Cutover Plan for Supply Chain Management - SCM Supply Chain Management - SCM Cutover Plan HR Management Prepare Cutover Plan for HR Management (Including Payroll) Refine Cutover Plan for HR Management HR Management Cutover Plan Payroll Cutover Plan Perform Quality Review Implement Blueprint/SRS Phase Quality Procedures (Quality Gate #4) Follow-up on Quality Review Committee Chain Management - SCM10.0 Go Live / Cutover Finance Module Finance Module - GO / NO Decision Execute Finance Module Cutover Plan Supply Chain Management - SCM Supply Chain Management - SCM - GO / NO Decision Execute Supply Chain Management - SCM Cutover Plan HR Management HR - GO / NO Decision Execute HR Cutover Plan Go Live Support Go Live Support Plan for Finance Module
  • 15. Go Live Support Plan for Supply Chain Management - SCM Go Live Support Plan for HR ManagementProject Phase Closure Close Phase
  • 16. SAMPLE RISK REGISTERS# Date Initiated by Sample Risks Sample Mitigation Sponsorship from Steering Committee 1 1/1/2013 Ijaz Haider Malik Management Formation Steering Committees Dedicated involvement from Decision for dedicated 2 1/1/2013 Ijaz Haider Malik Stakeholders resources Delay in hardware delivery - Expedite via Procurement 3 1/1/2013 Ijaz Haider Malik Import Issue department Business Process changes Solutions flexibility for time 4 1/1/2013 Ijaz Haider Malik during design, implementation to change Adjust project plan 5 1/1/2013 Ijaz Haider Malik Diversion from Project Plan accordingly Steering Committee order Organizations structure to free structural changes 6 1/1/2013 Ijaz Haider Malik changes during project time