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Example 12 Month Project Overview
- 2. Expertise Qualifications Global Scalability 400+ consultants 200+ partner consultants PMP, CPA, MBA, Six Sigma Domain Knowledge 15+ years average
- 3. 3 READY SET GO Subscription Cloud Initiate Build Test Deploy Close M1 M2 M4 M6 M8 M10 M12 M3 M5 M7 M9 M11
- 4. • Host kick-off call with members of your firm to discuss the implementation plan • Provision the firm’s sample and master instances • Provide access to the eLearning Digital Library Ready Initiate • Provide solution overview to orient the Customer to stock features including their existing/legacy setups • Integration Workshops • Gather customer input for critical stock features for their customer-facing documents • Configure setups • Conduct data mapping Design • Provision environment for training/testing • Convert and validate data Build New 3E Cloud Customer Implementation
- 5. • Conduct ‘train the trainer’ sessions • Assistance with user acceptance testing (UAT) and issue resolution • Review pre-live checklist in preparation for go-live Test Set New 3E Cloud Customer Implementation
- 6. • Provision production instance • Convert data • Assistance with preparing the system and the firm for live operations Deploy • Provide go-live assistance • Transition to Support team Close Go New 3E Cloud Customer Implementation
- 7. 7 READY SET GO Initiate Design/Build Test Deploy Close Month 1 Months 2 - 4 Months 4 - 8 Months 8 - 12 Customer AAD setup Project launch eLearning digital library eLearning digital library Solution overview/workshops Integration Workshops/Configuration Go live planning End user documentation Weekly touchpoints End user training User Acceptance Testing Weekly Touchpoints Weekly Touchpoints Go Live Transition to Cloud CEA Welcome package Ongoing advocacy Ongoing advocacy Ongoing advocacy PM Project launch Ongoing project governance Ongoing project governance Ongoing project governance Go Live Project Closure AC Solution overview configuration Solution overview Configuration Conversion validation Training User acceptance testing assistance Issue resolution Prepare environment for go live Go-Live Assistance Month Ends Conversion Legacy data review or extractor overview Data mapping Data mapping Conversion test 1 Issue resolution Final conversion Go live assistance TC/Ops AAD setup Provision cloud environment Provision environment for training/testing Provision environment for go live Template Lead Individualize templates Cloud configurations Integration Workshops/Configuration Issue resolution Prepare environment for go live Technical Lead Cloud configurations Issue resolution Prepare environment for go live
- 8. 8 Legacy Data Firm provides extract of data into staging tables Staging 3E Extensive Validation via ECE Load data into 3E via ECE Extensive Integrity Review, Balancing, Validation Firm cleanses and balances source data
- 9. 9 Project Sponsor Steering Committee leader, decision maker, accountable for project’s success and delivery Steering Committee Key stakeholder oversight , track overall project status, budget, risks, lead change management – approves Gate Milestones Project Manager Steering Committee Member, manages project plan, client resources, signs off on all project documentation. Technical Lead Responsible for instance, infrastructure and customisation/delivery management. Business Lead Primary decision makers on behalf of key business areas, assist with set ups, data mapping, participate/oversee UATs for their areas Conversion Lead Manages client data, extracts, clean up, conversion validation, sign off with business leads Subject Matter Expert Experts in the key business areas who work with the business leads to define, test, accept the solution as meeting Firm process requirements.
Editor's Notes
- This presentation is designed to give you an overview of our project methodology as well as the roles and responsibilities within the project teams
- We are very proud of our seasoned and experienced consulting team, with an average of more than 15 years of domain knowledge We have a global team who knows the Legal Business, knows financial management systems and processes, and knows 3E – we are also gearing up to know Cloud Our global team of consultants and extensive partner ecosystem brings with them decades of experience with certifications spanning Project Management, Accounting, Six Sigma, and Certified Scrum Masters Association of Certified eDiscovery Specialists Certified Scrum Master
- This timeline represents a 10 month lead up to go live and month end support for 2 months
- Why Ready, Set, and GO? The Ready phase is all about getting you prepared for in person training and User Acceptance Testing. We Initiate the project by holding a formal Launch meeting, where we review key elements of the sale with your project team, the Sample and Master Instances are provisioned and made available, and the you are given access to the eLearning Digital Library so you can get a jump start on training. We then go through a requirements and design process where the Application Consultants will hold key strategic sessions to validate firm requirements for go-live. Requirements falling outside of the scope will be documented for Phase 2 to be implemented after go-live. We will strongly encourage you to keep configuration changes to a minimum as this may affect the overall cost and project timeline. We will then take everything we have learned and go build out your environment with you. Conversion, including setups will happen during this phase. Any firm specific configurations required for go-live must also take place at this time. We will provide both digital and remote training to you on how to take advantage of the stock configuration tools within 3E with the expectation that the customer will be able to implement these. This includes the ability for configurations that relate to report and dashboard design, configuring generic integrations and adding fields as needed via the Field configuration functionality recently released. Items identified as critical for go-live yet outside the scope of the implementation will be reviewed with the customer to confirm customer responsibility. In the event the customer is not able to complete the necessary configurations we are able to assist on a Time and Materials Basis. The Thomson Reuters team will ensure the system is fully functional as we prepare to deliver for the upcoming Training and Testing phase.
- We are now ready to get the customer Set. Train the trainer training is conducted and we then move into User Acceptance Testing to identify any final tweaks needed for go-live. These tweaks are resolved in a round of issue resolution. As we make the decision to go-live a Pre-Launch Checklist is reviewed with the customer to prepare them for Go Live.
- We are now at GO A final conversion of their legacy data will be conducted, and the Application Consultant will work with the firm to prepare the system for live operations. The Application Consultant supports the customer through their first month end cycle and the Thomson Reuters Project Manager hosts a transition call with the support team to facilitate the move from implementation to live operations.
- This slide is a representation of an example timeline and resource allocation for new Implementation to 3E Cloud. Actual timelines and task timelines are subject to scope and customer needs. We’ve included a line for our project team including the Project Manager, Application Consultant, Conversion Analyst, Technical Ops, Template Lead, and Technical Lead. The Customer Experience Advocate plays a key role with our Cloud customers and it’s important that this person is there from the time the customer signs all the way through renew to elevate the customers experience over the life our of relationship. The customer is a key part of our implementations as we partner throughout the migration to ensure success and there are times during the project where we need more of their time than others. We need high and immediate customer engagement as we launch the project. We’re looking to quickly get the customer’s sample instance provisioned and available for them to utilize as a test bed. The eLearning Digital Library is available to the customer right away with the expectation that the customer dives right into learning 3E to better prepare them for their upcoming Solution Overview sessions. These Solution Overview sessions provide the customer a hands-on experience of inserting data into 3E as they are acclimated to the product. The most important part of customer engagement is testing. The more thorough the customer tests the higher the level of confidence and success of the project.
- This timeline represents a 10 month lead up to go live and month end support for 2 months