GPMS Workshop Microsoft Implementierungsmethodik  Sure Step  als Vorlage zum  Implementierungsablauf und zum  Projektmanag...
Agenda <ul><li>Implementierungsmethode Sure Step </li></ul><ul><li>Dynamics AX Rapid Configuration Tool </li></ul><ul><li>...
Implementierungsmethode Sure Step <ul><li>Sure Step ist die Implementierungsmethode für Microsoft Dynamics Produkte, welch...
<ul><li>In der Diagnose Phase definieren Würth Phoenix gemeinsam mit dem Management des Kunden: </li></ul><ul><li>die Proj...
<ul><li>Mit der Analyse Phase startet offiziell das Implementierungsprojekt, es werden folgende Aktivitäten durchgeführt: ...
<ul><li>In der Design Phase konfigurieren wir die Lösung und beschreiben die Software Modifikations-Anforderungen, es werd...
<ul><li>In der Development Phase wird die endgültige Lösung konfiguriert und erstellt, es werden folgende Aktivitäten durc...
<ul><li>In der Deployment Phase wird das Unternehmen für den Produktivstart vorbereitet und die Lösung für den Produktivbe...
<ul><li>In der Operation Phase wird das Projekt abgeschlossen, der Support wird nach dem Produktivstart durch Würth Phoeni...
Dynamics AX Rapid Configuration Tool <ul><li>Direkt integriert in Dynamics AX </li></ul><ul><li>Arbeitet mit der gleichen ...
Aufgabenstruktur …  more than software 05.05.10
Business Modeler <ul><li>Einfache transparente Abbildung von Organisationsstrukturen </li></ul><ul><ul><li>Linienorganisat...
Organisationsstruktur …  more than software 05.05.10
Zuständigkeitshierarchie gepaart mit persönlichen Angaben …  more than software 05.05.10
Informationen zur Person …  more than software 05.05.10
Prozessdarstellungen …  more than software 05.05.10
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pm workshop - Microsoft SureStep

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Microsoft Dynamics® Sure Step ist sowohl für Kunden als auch für Partner ein zentraler Bestandteil bei der Verwendung von Microsoft Dynamics. Sure Step bietet eine skalierbare und wiederholbare Implementierungsmethode für Microsoft-Partner, die bei der Implementierung von Microsoft Dynamics-Lösungen verwendet werden kann. Durch Verwendung konsistenter Methodologien, für die auf Best Practices zurückgegriffen wird, die aus den Erfahrungen mit Microsoft Dynamics-Implementierungen in aller Welt resultieren, können Partner bei gleichzeitiger Steigerung der Produktivität ihrer Berater Implementierungszeit, Kosten und Risiken verringern.

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  • The goal of the Diagnostic phase is to help you complete your due diligence to select a solution that meets your needs. During the Diagnostic phase, we’ll complete these types of activities and documents: Project Charter—sets the high-level scope for your project Budget Estimate—establishes an initial, high-level budget Requirements and Business Process Review—assesses your core business processes and essential requirements Fit Gap and Solution Blueprint—compares your process requirements with Microsoft Dynamics functionality and established a high-level blueprint for your solution Architecture and Scoping Assessments—assesses your IT infrastructure and determines high-level scope of architecture changes required for your project Upgrade Assessment—assesses the data and components within your infrastructure that will be upgraded Sample documents shown include [click through] : Receivables Management Preliminary Questionnaire (Diagnostic Phase 02) Microsoft Dynamics CRM Scoping Assessment (Diagnostic Phase 06) NOTE: You may want to print out sample documents beforehand and distribute them during your presentation to reinforce the value customers will receive throughout the implementation process. [click] Overall, the Diagnostic phase helps us establish high-level expectations and budgets for our project. [click] 05/05/10 08:50 MICROSOFT CONFIDENTIAL © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  • The goal of the Diagnostic phase is to help you complete your due diligence to select a solution that meets your needs. During the Diagnostic phase, we’ll complete these types of activities and documents: Project Charter—sets the high-level scope for your project Budget Estimate—establishes an initial, high-level budget Requirements and Business Process Review—assesses your core business processes and essential requirements Fit Gap and Solution Blueprint—compares your process requirements with Microsoft Dynamics functionality and established a high-level blueprint for your solution Architecture and Scoping Assessments—assesses your IT infrastructure and determines high-level scope of architecture changes required for your project Upgrade Assessment—assesses the data and components within your infrastructure that will be upgraded Sample documents shown include [click through] : Receivables Management Preliminary Questionnaire (Diagnostic Phase 02) Microsoft Dynamics CRM Scoping Assessment (Diagnostic Phase 06) NOTE: You may want to print out sample documents beforehand and distribute them during your presentation to reinforce the value customers will receive throughout the implementation process. [click] Overall, the Diagnostic phase helps us establish high-level expectations and budgets for our project. [click] 05/05/10 08:50 MICROSOFT CONFIDENTIAL © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  • The goal of the Diagnostic phase is to help you complete your due diligence to select a solution that meets your needs. During the Diagnostic phase, we’ll complete these types of activities and documents: Project Charter—sets the high-level scope for your project Budget Estimate—establishes an initial, high-level budget Requirements and Business Process Review—assesses your core business processes and essential requirements Fit Gap and Solution Blueprint—compares your process requirements with Microsoft Dynamics functionality and established a high-level blueprint for your solution Architecture and Scoping Assessments—assesses your IT infrastructure and determines high-level scope of architecture changes required for your project Upgrade Assessment—assesses the data and components within your infrastructure that will be upgraded Sample documents shown include [click through] : Receivables Management Preliminary Questionnaire (Diagnostic Phase 02) Microsoft Dynamics CRM Scoping Assessment (Diagnostic Phase 06) NOTE: You may want to print out sample documents beforehand and distribute them during your presentation to reinforce the value customers will receive throughout the implementation process. [click] Overall, the Diagnostic phase helps us establish high-level expectations and budgets for our project. [click] 05/05/10 08:50 MICROSOFT CONFIDENTIAL © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  • The goal of the Diagnostic phase is to help you complete your due diligence to select a solution that meets your needs. During the Diagnostic phase, we’ll complete these types of activities and documents: Project Charter—sets the high-level scope for your project Budget Estimate—establishes an initial, high-level budget Requirements and Business Process Review—assesses your core business processes and essential requirements Fit Gap and Solution Blueprint—compares your process requirements with Microsoft Dynamics functionality and established a high-level blueprint for your solution Architecture and Scoping Assessments—assesses your IT infrastructure and determines high-level scope of architecture changes required for your project Upgrade Assessment—assesses the data and components within your infrastructure that will be upgraded Sample documents shown include [click through] : Receivables Management Preliminary Questionnaire (Diagnostic Phase 02) Microsoft Dynamics CRM Scoping Assessment (Diagnostic Phase 06) NOTE: You may want to print out sample documents beforehand and distribute them during your presentation to reinforce the value customers will receive throughout the implementation process. [click] Overall, the Diagnostic phase helps us establish high-level expectations and budgets for our project. [click] 05/05/10 08:50 MICROSOFT CONFIDENTIAL © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  • The goal of the Diagnostic phase is to help you complete your due diligence to select a solution that meets your needs. During the Diagnostic phase, we’ll complete these types of activities and documents: Project Charter—sets the high-level scope for your project Budget Estimate—establishes an initial, high-level budget Requirements and Business Process Review—assesses your core business processes and essential requirements Fit Gap and Solution Blueprint—compares your process requirements with Microsoft Dynamics functionality and established a high-level blueprint for your solution Architecture and Scoping Assessments—assesses your IT infrastructure and determines high-level scope of architecture changes required for your project Upgrade Assessment—assesses the data and components within your infrastructure that will be upgraded Sample documents shown include [click through] : Receivables Management Preliminary Questionnaire (Diagnostic Phase 02) Microsoft Dynamics CRM Scoping Assessment (Diagnostic Phase 06) NOTE: You may want to print out sample documents beforehand and distribute them during your presentation to reinforce the value customers will receive throughout the implementation process. [click] Overall, the Diagnostic phase helps us establish high-level expectations and budgets for our project. [click] 05/05/10 08:50 MICROSOFT CONFIDENTIAL © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  • The goal of the Diagnostic phase is to help you complete your due diligence to select a solution that meets your needs. During the Diagnostic phase, we’ll complete these types of activities and documents: Project Charter—sets the high-level scope for your project Budget Estimate—establishes an initial, high-level budget Requirements and Business Process Review—assesses your core business processes and essential requirements Fit Gap and Solution Blueprint—compares your process requirements with Microsoft Dynamics functionality and established a high-level blueprint for your solution Architecture and Scoping Assessments—assesses your IT infrastructure and determines high-level scope of architecture changes required for your project Upgrade Assessment—assesses the data and components within your infrastructure that will be upgraded Sample documents shown include [click through] : Receivables Management Preliminary Questionnaire (Diagnostic Phase 02) Microsoft Dynamics CRM Scoping Assessment (Diagnostic Phase 06) NOTE: You may want to print out sample documents beforehand and distribute them during your presentation to reinforce the value customers will receive throughout the implementation process. [click] Overall, the Diagnostic phase helps us establish high-level expectations and budgets for our project. [click] 05/05/10 08:50 MICROSOFT CONFIDENTIAL © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  • pm workshop - Microsoft SureStep

    1. 1. GPMS Workshop Microsoft Implementierungsmethodik Sure Step als Vorlage zum Implementierungsablauf und zum Projektmanagement ihrer Dynamics Softwareprodukte (CRM, ERP) Detlef Ohm 22.04.2010
    2. 2. Agenda <ul><li>Implementierungsmethode Sure Step </li></ul><ul><li>Dynamics AX Rapid Configuration Tool </li></ul><ul><li>Business Modeler </li></ul><ul><li>… </li></ul>… more than software 22.04.2010
    3. 3. Implementierungsmethode Sure Step <ul><li>Sure Step ist die Implementierungsmethode für Microsoft Dynamics Produkte, welche eine standardisierte Vorgehensweise, Werkzeuge, Dokumenten Vorlagen und „Best Practices“ für die Durchführung von erfolgreichen Kundenprojekte - von der Vertriebs- bis zur Betriebsphase - liefert. </li></ul><ul><li>Key benefits </li></ul><ul><li>Produktivität: Vorlagen stehen bereits zur Verfügung, strukturierte Projektabwicklung, “step-by-step” Leitlinien </li></ul><ul><li>Zusammenarbeit: alle Projektbeteiligten sprechen die selbe Sprache </li></ul><ul><li>Kunde: Qualität, Kundenzufriedenheit </li></ul>… more than software 22.04.2010
    4. 4. <ul><li>In der Diagnose Phase definieren Würth Phoenix gemeinsam mit dem Management des Kunden: </li></ul><ul><li>die Projektziele </li></ul><ul><li>den Projektumfang </li></ul><ul><li>das Projektbudget </li></ul><ul><li>Output dieser Phase ist eine freigegebene Projektdefinition . </li></ul>22.04.2010 … more than software
    5. 5. <ul><li>Mit der Analyse Phase startet offiziell das Implementierungsprojekt, es werden folgende Aktivitäten durchgeführt: </li></ul><ul><li>ein detaillierter Projektplan wird erstellt </li></ul><ul><li>die Funktionsanforderungen an die neue Software werden ermittelt und dokumentiert </li></ul><ul><li>eine Gap/Fit Analyse wird durchgeführt </li></ul><ul><li>die Entwicklungs- Qualitäts- und Teststandards werden definiert </li></ul><ul><li>die Prozess Workflows werden erstellt </li></ul>22.04.2010 … more than software Die Aktivitäten und Outputs der Phase werden je nach Projekttyp und Projektgröße mit dem Kunden abgestimmt
    6. 6. <ul><li>In der Design Phase konfigurieren wir die Lösung und beschreiben die Software Modifikations-Anforderungen, es werden folgende Aktivitäten durchgeführt: </li></ul><ul><li>Schulung der Key User </li></ul><ul><li>Konfiguration der Lösung </li></ul><ul><li>Beschreiben der Software Modifikationen (inkl. Schnittstellen) </li></ul><ul><li>Layout Design der externen Dokumente (Rechnung,…) </li></ul><ul><li>Definition der zukünftigen Reports </li></ul><ul><li>Erstellen der Test Spezifikationen </li></ul><ul><li>Planen der Datenübernahme </li></ul>22.04.2010 … more than software Die Aktivitäten und Outputs der Phase werden je nach Projekttyp und Projektgröße mit dem Kunden abgestimmt
    7. 7. <ul><li>In der Development Phase wird die endgültige Lösung konfiguriert und erstellt, es werden folgende Aktivitäten durchgeführt: </li></ul><ul><li>Konfigurieren, testen, dokumentieren und abnehmen der Lösung durch die Key User </li></ul><ul><li>Umsetzen der Software Modifikationen (inkl. Schnittstellen) </li></ul><ul><li>Layouten der externen Dokumente (Rechnung, Lieferschein, …) </li></ul><ul><li>Umsetzen der Reports </li></ul><ul><li>Aufbau der Datenbanken </li></ul>22.04.2010 … more than software Die Aktivitäten und Outputs der Phase werden je nach Projekttyp und Projektgröße mit dem Kunden abgestimmt
    8. 8. <ul><li>In der Deployment Phase wird das Unternehmen für den Produktivstart vorbereitet und die Lösung für den Produktivbetrieb freigegeben, es werden folgende Aktivitäten durchgeführt: </li></ul><ul><li>Schulung der Enduser </li></ul><ul><li>Pilot- und Massentests </li></ul><ul><li>Detailplanung des Produktivstarts </li></ul><ul><li>Finale Datenmigration </li></ul><ul><li>Produktivstart </li></ul>22.04.2010 … more than software Die Aktivitäten und Outputs der Phase werden je nach Projekttyp und Projektgröße mit dem Kunden abgestimmt
    9. 9. <ul><li>In der Operation Phase wird das Projekt abgeschlossen, der Support wird nach dem Produktivstart durch Würth Phoenix geplant und gewährleistet. Es werden folgende Aktivitäten durchgeführt: </li></ul><ul><li>Support durch Würth Phoenix während der Produktivstart Phase </li></ul><ul><li>Kontrolle der Projektziele </li></ul><ul><li>Projektabschluss Meeting </li></ul><ul><li>Übergabe an den Support </li></ul>22.04.2010 … more than software Die Aktivitäten und Outputs der Phase werden je nach Projekttyp und Projektgröße mit dem Kunden abgestimmt
    10. 10. Dynamics AX Rapid Configuration Tool <ul><li>Direkt integriert in Dynamics AX </li></ul><ul><li>Arbeitet mit der gleichen Struktur wie Sure Step </li></ul><ul><li>Liefert Implementierungsreihenfolge, Abhängigkeiten und Hilfen </li></ul><ul><li>Ermöglicht Projektmanagement und Controlling in direkter Verbindung mit den Aufgaben der Implementierung </li></ul><ul><li>… </li></ul>… more than software 05.05.10
    11. 11. Aufgabenstruktur … more than software 05.05.10
    12. 12. Business Modeler <ul><li>Einfache transparente Abbildung von Organisationsstrukturen </li></ul><ul><ul><li>Linienorganisationen </li></ul></ul><ul><ul><li>Projektorganisationen </li></ul></ul><ul><li>Super geeignet zur Dokumentation von sozialen und fachlichen Aspekten der Mitarbeiterin Verbindung mit den zu bewältigenden Prozessen </li></ul>… more than software 05.05.10
    13. 13. Organisationsstruktur … more than software 05.05.10
    14. 14. Zuständigkeitshierarchie gepaart mit persönlichen Angaben … more than software 05.05.10
    15. 15. Informationen zur Person … more than software 05.05.10
    16. 16. Prozessdarstellungen … more than software 05.05.10
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