3. www.Kogent360.comPage: 3
Our Approach – Project Initiation
Activities:
Deliverables:
Overview:
Establish the PMO and sponsorship roles
Develop the project Work Plan and work breakdown structure (WBS)
Establish Status and Issue tracking policies and tools
Establish team and stakeholder communications plans
Establish confidentiality procedures
Assign roles and activities to project team
Assign team physical building and system access rights
Review and incorporate key business drivers into planning process
Project Kickoff
Virtual PMO Office – the Project Management Office will be established to coordinate
the activities of the project team, interface with the sponsors, and manage/resolve
internal and external project issues
Detailed project Work Plan
Status and Issue tracking logs and procedures
Team access to physical building and systems rights
Communications plan
Project kickoff meeting
During the Project
Initiation stage, we get
the infrastructure in
place to achieve project
objectives. We finalize
scope, risks, and other
planning elements; build
the PMO function; and
develop the project WBS
Project
Initiation
4. www.Kogent360.comPage: 4
Our Approach – Business Alignment
Activities:
Deliverables:
Overview:
Facilitate a Design Workshop to develop a shared vision of the business intelligence
and planning objectives
Document the core objectives, reports, users, stakeholders and supporting data
requirements of the current spreadsheets
Define technical architecture and required infrastructure for rollout
Define management goals and objectives of the current spreadsheet
Define high-level Scenario objectives
Define critical business driver on a concept level
Define management goals and objectives for the Scenarios
Shared vision document for each phase that includes goals, objective and business
purpose. This document include stakeholders, reporting, data and technical overview.
During Business
Alignment, the team will
focus on overall goals,
linkage to the business
and technical needs to
achieve objectives and
timelines.
Business
Alignment
5. www.Kogent360.comPage: 5
Our Approach – Solution Design
Activities:
Deliverables:
Overview:
Design multi-dimensional model and business rules that support the spreadsheet
Design input templates and reports the duplicate the spreadsheet
Adapt business processes as required to support the business goals and solution
design required
Define ad hoc reporting and executive dash boarding needs
Design planning business rules, models, input temples that support production
ready scenario analysis to support S1 filings and management decision making
Define critical business drivers (flex variables)
Define Read/write, executive ready graphical interface for “what if” and impact
analysis
Overall solution design including BPC and BI components
Overall definition of process, design and reporting to meet business objectives
In Solution Design, we
will work through
configurations,
parameters and data
needed for reporting
and “what if analysis”
that support the
business alignment
stage
Design
Solution
6. www.Kogent360.comPage: 6
Our Approach – Solution Configuration
Activities:
Deliverables:
Overview:
Configure the BI & BPC applications as defined by the output of the Solution Design
phase
Design workflow and business process outputs in support of the system definition
Manage the data conversion and application integration activities
Perform unit testing of application features
Configured BI & BPC applications
Execution of Data Conversion and Application Integration activities (scope and roles
TBD)
Unit-Tested BI & BPC applications
In Solution
Configuration, we will
work through a BI & BPC
solution configuration
process based the
design and the overall
strategy.
Configure
Solution
7. www.Kogent360.comPage: 7
Our Approach – Solution Implementation
Activities:
Deliverables:
Overview:
Complete integration and system testing
Facilitate acceptance testing with business entity super users and key stakeholders
Confirm production readiness of accepted and tested system
Confirm training and deployment readiness of user community, support super users
in the training rollout
Tested BI & BPC System - unit, integration and system tested
Accepted system as confirmed by Sponsors
Trained BI & BPC users (supporting role to internal trainers)
BI & BPC Production ready system
In Solution
Implementation,
we will complete system
and acceptance testing,
train users and establish
production readiness
Implement
Solution
8. www.Kogent360.comPage: 8
Our Approach – Project Transition
Activities:
Deliverables:
Overview:
Transition application support to internal resources
Manage the completion and standardization of project documentation
Assist in the development of planning activities for future functional enhancements
Transitioned application support
Completed document repository for project related deliverables
During the Project
Transition phase, the
team will ensure a
successful transition of
application support,
project documentation
and ongoing project
management to the
internal
Project
Transition
9. www.Kogent360.comPage: 9
Alignment, Project Management and Change
Management
Strategy
Alignment
Project
Management
Change
Management
Strategy Alignment, Project Management and Change Management activities are
integrated into the core Kogent methodology and threaded throughout the duration of
the project.
Project Management activities are led by the PMO and jointly managed by the project
track leads (business, application and technical). The PMO reports to the Sponsors
Key Project Management activities include:
Overall project coordination throughout the project duration, across other internal
initiatives, and in alignment with BioMed Realty Trust strategies
Risk Assessment and Mitigation planning
Incorporation of Lessons Learned
Management of Project Schedule, WBS and Budget
Change management and specific advisory services to the complete team
11. www.Kogent360.comPage: 11
Kogent Project Team Approach
Team
Project / PMO
Application
(BPC & BI)
Infrastructure
Business
The Kogent Project Team includes specific skills
required for success:
Complete integration and system testing
Project & PMO
Application (BPC & BI)
Business Leads
Infrastructure
The PMO is responsible for the overall project
management, coordination and interface with
the Project Sponsors
12. www.Kogent360.comPage: 12
Charles Wilson
Senior Manager, Kogent Corporation
Mr. Wilson has over 10 years of experience delivering global
performance management solutions for global organizations and
has held various consulting and leadership roles at market-leading
companies including Edgewater Technology (NASDAQ: EDGW),
Targus Group International, and McLane Company (NYSE: BERK).
Charles holds degrees in Business Administration and Accounting
and has expertise transforming finance and accounting
organizations and delivering solutions with the leading performance
management, information management and reporting tools.
13. www.Kogent360.comPage: 13
Early Investment in BI Drives Up BPC Value
Our leading approach invests
early in BI as a core value
contributor to BPC and to
drive project success
14. www.Kogent360.comPage: 14
Phase 1: Lease Planning & Reporting
Resource Requirements by Stage & Week
Implement
Solution
Design
Solution
Configure
Solution
Business
Alignment
Project
Transition
Project
Initiation
Change Management
Deliverables:
• Performance Management Strategy
and Roadmap Document
• Detailed Design of Phase 1 & 2
Deliverables
• Automated Work-A-Like solution for
lease planning and reporting
• Executive Dashboard, Reports &
System Training
Capabilities:
1. Technical & Business Knowledge
2. Industry Expertise
3. ETL & Data Services
4. Executive Presentation &
Reporting
15. www.Kogent360.comPage: 15
Phase 2: Financial Reporting Enhancements
Resource Requirements by Stage & Week
Implement
Solution
Design
Solution
Configure
Solution
Business
Alignment
Project
Transition
Project
Initiation
Change Management
Deliverables:
• Balance Sheet, Income Statement,
Cash flow to support quarterly and
annual filings
• Provide support, additional training
and requested system enhancements
(i.e. additional system side
calculations, scripts not anticipated
in phase 1)
Capabilities:
1. Technical & Business Knowledge
2. Industry Expertise
3. ETL & Data Services
4. Executive Presentation &
Reporting
16. www.Kogent360.comPage: 16
Teaming for SUCCESS
Commitment – We know happy customers are the
key to our success. You will not find a firm that is
more committed to you.
People – We are the people “in the know.”
Leadership is connected and experienced in the
EPM marketplace. This is our ONLY business.
Responsibility – We are willing and able to take
responsibility to design, execute and manage this
project – NOW!!!
“Kogent is uniquely focused on assisting business executives
to implement an analytic management approach … to navigate
their options, choices and risk mitigation strategies. Kogent
backs your executive gut-feel with analytics and decision
support methodology.”
- John Schwarz - Former CEO Business Objects and SAP Board Member
