Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Sage Project Management

1,023 views

Published on

Successful projects are defined with strong project methodology and experience. RKL eSolutions implements and supports Sage using a proven methodology. Here's how we do it.

Published in: Software
  • Be the first to comment

Sage Project Management

  1. 1. Focused. On you. Successful Projects Start with Strong Project Management July 19, 2017
  2. 2. Today’s Agenda Welcome & Introduction Project Organization Potential Challenges Project Phases Master Schedule Management Action Item Management Q & A
  3. 3. Project Organization • Steering Committee • Project Managers • Solution Architects • Core Team Members • End Users Participants
  4. 4. Client CFO RKL President Joe Noll RKL VP Tom Tobias Client CIO Project Organization 4 CORE TEAM RKL:Customer: RKL PROJECT MANAGER Client PROJECT MANAGER PROJECT STEERING COMMITTEE Accounting & Finance, Distribution (Sales & Purchasing Cycles) Manufacturing/Subcontracting Technical Controller Warehouse Manager, Client Sat VP Of Operations IT Director
  5. 5. Potential Challenges 1. Resistance to change -- Don’t recreate the legacy system in your software. Think “outside the box”. 2. Patience -- How do you eat an elephant? One bite at a time! 3. Communication -- Vital to buy in! 4. Speed -- Focus, good analytical and decision-making skills will help meet the pace. 5. Time commitment and consistent resource availability -- You get out only as much as you put into it. Concerns & Constraints
  6. 6. Project Phases 1. Project Planning 2. System Design 3. Configuration 4. CRP Testing 5. Training & Dry Run Production 6. Go Live Project Phases 6
  7. 7. Project Planning System Design Configuration CRP Testing Training & Dry Run Production Go Live Project Phases Key Activities – Project Planning Confirm Project Organization & Steering Committee Prepare/Schedule Project Workspaces Kick-Off Project Procure Hardware/Install Software Confirm High Level Milestone Schedule Schedule Business Scoping Workshops Obtain Approval: Project Management Plan
  8. 8. System Setup/User Training Key Activities – System Design Business Scoping • Accounting, Distribution, Manufacturing Business & Design Requirements – • Master Data Files, Mapping, and Conversion • System configuration, logic & transactions • Inbound/outbound interfaces & data entry & reports • Security access Document Risks & Develop Mitigation Plan Confirm Detail Project Schedule: “Configuration to Go Live Obtain Approval: System Design, Risk Plan, Schedule Project Planning System Design Configuration CRP Testing Training & Dry Run Production Go Live Project Phases
  9. 9. Key Activities - Configuration Provide Core Team Training Load Master Data in Test Database Configure System Develop Forms & Reports Develop Inbound/Outbound Interfaces Unit Test System Components Create End-to-end Test Scripts Obtain Approval: End-to-End Test Scripts Project Planning System Design Configuration CRP Testing Training & Dry Run Production Go Live Project Phases
  10. 10. End-to-End System Testing: “CRP 1 / CRP 2” Resolve Issues Prepare End User Training Documentation Project Planning System Design Configuration CRP Testing Training & Dry Run Production Go Live Project Phases Key Activities - Testing
  11. 11. Key Activities – Training & Go Live Planning Train End Users End-to-End System Testing – “Dry Run Production” Resolve Minor Issues Develop Standard Operating Procedures Develop Contingency Plans & Support Protocol Develop Detail Cut-Over Schedule Obtain Approval to ‘Go Live’ Project Planning System Design Configuration CRP Testing Training & Go Live Planning Go Live Project Phases
  12. 12. Key Activities – Go Live Convert Go-Live Data Go-Live Implement Support Plan Analyze Implementation Results Identify Lessons Learned Identify Future Needs Plan Phase II Project Planning System Design Configuration CRP Testing Training & Dry Run Production Go Live Project Phases
  13. 13. Project Planning System Design Configuration Testing Training Go Live Optimization Generic Milestone Schedule 13
  14. 14. Focused. On you. Master Project Schedule Management
  15. 15. Master Project Schedule Management • “SmartSheet” web-based tool is used by RKL – Supports task tracking by responsible person and date in Gantt chart format – Supports file sharing in secure hosted web environment • Weekly action item status updates, as provided by core team members to ‘Customer’ and RKL project managers, will be used to update the master project schedule • Master project schedule status will be reviewed with the Steering Committee on a monthly basis, at a minimum, unless a significant schedule change is identified or expected.
  16. 16. Master Project Schedule Management – “SmartSheet” 16
  17. 17. Action Item Management • RKL Project Manager – Coordinates action item status updates for open RKL core team tasks • ‘Customer’ Project Manager – – Coordinates action item status updates for open ‘Customer’ core team tasks • Key Data Proposed – See next slide
  18. 18. Action Log – “SmartSheet” 18
  19. 19. Closing Remarks & Questions THANK YOU! Contact RKL eSolutions for additional information or for a copy of our ‘8 Pitfalls of ERP Project Failure’ eBook. VP of Sage X3 VP of Sales TTobias@rklesolutions.com WGoodfield@rklesolutions.com

×