1 Click Factory   Mbs Customer Solution (Besim) Upgrade Assessment
Upcoming SlideShare
Loading in...5
×
 

1 Click Factory Mbs Customer Solution (Besim) Upgrade Assessment

on

  • 382 views

 

Statistics

Views

Total Views
382
Views on SlideShare
382
Embed Views
0

Actions

Likes
0
Downloads
1
Comments
0

0 Embeds 0

No embeds

Accessibility

Categories

Upload Details

Uploaded via as Adobe PDF

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

1 Click Factory   Mbs Customer Solution (Besim) Upgrade Assessment 1 Click Factory Mbs Customer Solution (Besim) Upgrade Assessment Document Transcript

  • 20th of March, 2010 UPGRADE ASSESSMENT FOR MBS 1CLICKFACTORY CUSTOMER – PROJECT BESIM „1ClickFactory”. Christianshusvej str.193, DK-2970 Hørsholm, Denmark „1ClickFactory“. Švitrigailos str.11B, LT-03228 Vilnius, Lithuania Ph. +45 88 33 49 90. info@1ClickFactory.com. www.1ClickFactory.com
  • Table of Contents 1. Overview..................................................................................................................................... 3 2. The upgrade scenario .............................................................................................................. 4 3. Recommended Methodology .................................................................................................. 5 4. Results of assessment of objects ........................................................................................... 5 5. Add-ons ...................................................................................................................................... 6 6. RTC Transformation of forms.................................................................................................. 6 7. Data-conversion ........................................................................................................................ 6 8. Detailed Investment Overview ................................................................................................ 6 9. Hourly rates and payment terms ............................................................................................ 7 10. Project Organization ............................................................................................................. 8 11. Project plan............................................................................................................................. 8 12. MBS responsibilities.............................................................................................................. 8
  • 1. Overview The upgrade assessment provided in this document is focused on giving an initial assessment of the economics of upgrading the customer project BESIM to Dynamics NAV 2009. We have split the proposal into 2, a step 1 to get the current application upgraded to NAV 2009 with the current client and then a step 2 to get the customer updated to RTC. The financial overview beneath shows that step 1 will be EUR 16.656 and step 2 would be EUR 8.873 Overview of Financial Proposal Step 1 Description EUR Verification Workshop 960 Check-in and setup 160 Design and Development 12.016 Test, Documentation and Review 1.800 Data conversion 1.720 Total proposal 16.656 Overview of Financial Proposal Step 2 Description EUR RTC Workshop 960 Design and Development 6.793 Test, Documentation and Review 1.120 Total proposal 8.873 Given that the version that the customer is on is version Dynamics NAV 2.00 AT, which is very old, it is two step upgrade that we need to do, first from 2.00 to 3.70 and then from 3.70 to NAV 2009 w/o RTC. This will make the upgrade more expensive, as we have to perform the merge twice. We believe that our workshops with you and/or the customer might take the price somewhat down, if we can identify functionality up front that we do not need to upgrade to NAV 2009, a so called clean up discussion. So the above estimate price can be seen as the worst case scenario. It is our recommendation to do Step 1 first moving the customer up with current user interface. Step 2 can be done later, when it is convenient and after we have done a proper analysis of the customers roles, which we will have more insight in after the first workshop in step 1, as well From a time-line perspective we would be able to begin the project end April/beginning of May with step 1 concluded by mid/june (see section 11 on project plan). This proposal is valid for 2 months, but delivery of project on the proposed time plan requires decision by th April 6 .
  • 2. The upgrade scenario The analysis and proposal has been made based on the information and data supplied by: 1 General information (Partner) 1.1 Partner Name MBS - Modern Business Systems 1.2 Contact Person Karl Raab 1.3 E-mail raab@mbs.at 1.4 Phone No. 0043 732 652767 1120 1.5 Project Name Besim 1.6 Requested upgrade finishing date 31.06.2010 1.7 Comments The analysis is based on upgrading from: 3 Source Database Information 3.1 Database (objects) version AT 2.00 3.2 Database server type (Native/SQL) Native 3.3 Standard localization (list of countries) AT 2.00 3.4 Language modules (list) DEA 3.5 Registered Add-ons (list) and suppliers 3.6 Comments To: 4 Target Database Information 4.1 Database version NAV 2009 SP1 4.2 Database server type (Native/SQL) SQL 4.3 For Nav 2009 Upgrades: optional - Should upgrade include upgrade of customized forms to Role Tailored Client (RTC) 4.4 Standard upgraded localization (list of countries) DEA 4.5 Language modules (list) DEA 4.6 Add-ons to upgrade (list) and suppliers (New version of add-on will be required) 4.7 Non standard objects to upgrade All (All/Included to client license/Other) 4.8 Comments Data migration is based on the provided overview of tables for 1 company.
  • 3. Recommended Methodology Our upgrade methodology follows the basic steps of the illustration beneath. Upgrade Upgrade Verification Information Assessment workshop* Design/ Quality Assurance Factory Check-in / Documentation Development Implementation Guideline/ Acceptance Data Migration workshop customized Upgrade Toolkit Given that number of versions that needs to be upgraded, but also that the customizations are more that 5% “touch” on standard objects and finally that there is a language challenge to manage, as the application is in German, we are recommending a verification workshop as the starting point. This workshop is a 3 day review of the current customer application with discussion of design proposals. This workshop would be based on an auto-translated (to English) version of the customer application. Likewise we would recommend that step 2 starts with a RTC Workshop where the customers roles typically would be compared with standard roles from Microsoft. Additionally the workshop would define which roles the customized functionality would need to be attached to. 4. Results of assessment of objects Through the assessment we have uncovered the following modified objects versus a standard version of your current database: Lines of Modified Modified # of changes New code in Standard Standard Standard in standard Merge custom new Objects Objects Objects' % objects Time objects objects Table 360 102 28,33 308 30,8 73 7.797 Form 543 73 13,44 499 49,9 89 21.667 Report 300 21 7,00 287 20,6 130 68.668 Dataport 6 1 16,67 4 0,4 25 1.620 Codeunit 251 44 17,53 484 40,5 40 8.910 XMLPort 0 0 0,00 0 0 0 0 MenuSuite 0 0 0,00 0 0 0 0 Page 0 0 0,00 0 0 0 0 Total 1.460 241 16,51 1.582 142,2 357 108.662
  • Out of a total of 1.460 standard objects (compared with a standard Dynamics NAV AT 2.00) 241 objects are modified, equal to 16,5% of the objects. In the modified objects we have counted 1.582 changes (a change is a number of lines of code that together make up some functionality) that have been implemented. 16,5% of modified standard objects, when compared to the total size of the customer solution (BESIM), is a high level of touch on standard application. We believe that there might be an opportunity to minimize the future TCO of the application by moving a large number of the modifications out of the standard objects. This is not part of this proposal though. 5. Add-ons There are a couple of add-on applications (not within the standard number series) that we would need to discuss and evaluate in the verification workshop. 6. RTC Transformation of forms For the step 2, the type of transformation of forms that we are applying in the proposal is a basic transformation. It does not contain any additions such as fact boxes, ribbons or data on the information bars. We will make sure that the pages can execute the code that the forms contain. It can be illustrated by the picture beneath More advanced transformation and role design might be agreed on in the RTC Workshop that is part of the proposal. 7. Data-conversion Data conversion would be made based on a customized upgrade toolkit. This toolkit could also be used by MBS to do the data conversion themselve. 8. Detailed Investment Overview Beneath you will find our detailed financial overview. The total fixed price for the upgrade is <price> . All in all, it represents <days> days of work. Detailed investment overview step 1:
  • Sectio Description Estimated Fixed Price n (hours) 1.0 Verification workshop 24 960 Check-in Factory Check-in, setup of development environment, 2.0 4 160 check-list control, create factory project plan Design and Development 3.0 Description of design of solution 16 640 3.1 Object Merge 2.00 --> 3.70 142,2 5.688 3.2 Object Merge 3.70 --> 6.00 142,2 5.688 Documentati 4.1 Checklist Testing (1ClickFactory) 8 320 on and Test, 4.2 Testing and optimizing code against MS SQL 16 640 4.3 Technical Documentation in objects (in English) 21 840 Dataconv 5.0 Customized Upgrade Toolkits 19 760 ersion 5.1 Test conversion 8 320 5.2 Data conversion 16 640 Total Price 416,4 16.656 MBS might conduct section 5.1 and 5.2 themselves at the customer site. Detailed investment overview step 2 Sectio Description Estimated Estimated n (hours) price 1.0 RTC Workshop 24 960 Test, Design and 2.0 Design of roles 16 640 Docum Developme 2.1 Create Pages for custom new forms 29,7 1.187 nt 2.1 Create RDLC layout for custom new reports 87 3.467 2.2 Create XMLPorts for custom new dataports 37,5 1.500 entatio 3.1 Checklist Testing (1ClickFactory) 16 640 3.3 Technical Documentation in objects (in English) 12 480 Total Price 221,8 8.873 The price of the RTC enablement project is an estimate. We would be able to give a better and fixed price after having the first workshop on the project where we would define the RTC transformation approach with you. In addition MBS would probably add some project management time, implementation and training of the customer and your margin on the above proposals. 9. Hourly rates and payment terms Hourly rates applied in this proposal are:
  •  1ClickFactory operates with a EUR 40 per hour  All prices are excluding VAT (if applicable), travel and accommodation costs. As for the payment terms for the project:  1ClickFactory development and documentation is invoiced 30% up front, 50% at the delivery of the developed solution with documentation and 20% after the user acceptance test There is a 3 month warranty on the upgrade base from the date of the user acceptance test approval. 10. Project Organization We would need to have conversation around the project organization and whether the end-customer would be part of that. 11. Project plan Given that there are 416 hours of work in step 1, we think that we can, with a workshop start in the beginning of May, be able to deliver the application for test by mid-june, allowing test of application and test of the data conversion to happen before the end of June. Step 2 would be something to discuss whether to do in the fall. A more detailed time plan would be created at that point in time. 12. MBS responsibilities To ensure proper alignment of responsibilities, the project needs to be a project with interaction and contribution by MBS as well as 1ClickFactory. Clear handovers for deliverables, minutes of meetings and clear decisions are part of what will make the project a success. In addition, as described above, a dedicated project manager from MBS’s side that can support the project. It is also important that the people involved in the project speak English well. The high-level resource pull on MBS/Customer organization is described beneath: 1.0 Verification workshop Participation Check-in Factory Check-in, setup of development environment, 2.0 No requirement check-list control, create factory project plan Design and Development 3.0 Description of design of solution MBS/Customer Project Manager to review development either weekly or bi 3.1 Object Merge 2.00 --> 3.70 weekly 3.2 Object Merge 3.70 --> 6.00 Documentati 4.1 Checklist Testing (1ClickFactory) on and Approval of documentation Test, MBS/Customer to test upgrade before 4.2 Testing and optimizing code against MS SQL go/live 4.3 Technical Documentation in objects (in English) Dataconv 5.0 Customized Upgrade Toolkits ersion 5.1 Test conversion 5.1 and 5.2 can also be performed by MBS on customer site 5.2 Data conversion