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When Projects Go Sour
an eprentise white paper
When Projects Go Sour
Copyright © 2014 eprentise, LLC. All rights reserved. www.eprentise.com | Page 2
© 2014 eprentise, LLC. All rights reserved.
eprentise® is a registered trademark of eprentise, LLC.
FlexField Express and FlexField are registered trademarks of Sage Implementations, LLC.
Oracle, Oracle Applications, and E-Business Suite are registered trademarks of Oracle Corporation.
All other company or product names are used for identification only and may be trademarks of their respective owners.
Author: Helene Abrams
Published: March 19, 2009
www.eprentise.com
When Projects Go Sour
Copyright © 2014 eprentise, LLC. All rights reserved. www.eprentise.com | Page 3
It’s happened to all of us who have consulted. We start a project with appropriate planning, and then
something happens and it seems that nothing is working anymore. Budgets and timelines have gone out
the window, the client is upset, and we are in recovery mode. Without pointing fingers, here are some of
the reasons that projects go astray.
1. The scope is not well-defined. Especially with what are perceived as smaller projects, it is easy just to
say, “Create these reports,” or, “Create an interface from this system into that one. “The specific
requirements are not written out or reviewed with the user. The user thinks he or she is getting
something that looks like A, and the consultant is sure that the requirement is for B. The consultant
thinks the requirement is simple, and the user and the consultant don’t communicate very well.
2. The scope expands and the change control process has not been considered carefully.
3. We didn’t create, monitor, update, or follow the project plan. Project plans are an integral part of a
successful project. The more detail in the plan, the better the estimate is. Creating good project plans
is a real skill, but there is a lot of art involved too. For those of us experienced in creating project
plans, there are red flags in our heads that show up when something is not as we expected from our
experience on other projects. These early warning signs are good indicators that it is time to review
and update the project plan.
4. The scope is well documented, we have followed a strict change control process, and we have a plan,
but it is a project that we have not done before, so we grossly underestimated the level of effort and
resources required.
Take the case of the project that was estimated at $100,000. The consultant prepared the estimate,
submitted it to the client, and the client accepted the proposal. A couple of months into the project, the
consultant realized that the project was much more complex than anticipated and would cost 5 to 10
times as much as estimated. Three things tend to happen in that case. The first is that he continues the
project, and when the $100K has been spent, nothing works. The client is unhappy but figures that by
throwing a little more money to the consultant, everything will be fixed, so the project drags on. The client
just keeps throwing good money after the bad. The second thing that happens is that the consultant
points a lot of fingers and says that the users didn’t really communicate the requirements clearly or that
something has changed. He then fills out a change control form for a huge amount of additional money.
Sometimes the client buys into this, but often the entire project is abandoned. In a third scenario, the
client decides to engage a different consulting firm. However, when the new consulting firm comes in, the
client’s expectation is that they have already spent $100K on the project, so the remaining work is minimal
and they don’t want to go back and confess that the first consultant made a mistake. After all, it was the
client who signed off on the initial consultant’s proposal in the first place, so maybe it is just as much the
client’s fault as it is the consultant’s.
How do you avoid this mess? The secret to a successful project is great documentation.
Documenting the requirements, documenting all assumptions, documenting the discussion items and
issues around the requirements, documenting deviations from the scope or the project plan, documenting
the basis for each line of the estimate, and documenting each decision that was made and the impact of
that decision, along with documenting all the procedures, processes and all aspects of the build or
implementation allows you and the client to closely monitor progress and provides early warnings when
something is not as expected. With proper documentation it is easy to turn a project around before it is in
trouble.
When Projects Go Sour
Copyright © 2014 eprentise, LLC. All rights reserved. www.eprentise.com | Page 4
Curious?
For more information, please call eprentise at 1.888.943.5363 or visit www.eprentise.com.
About eprentise
eprentise provides transformation software products that allow growing companies to make their Oracle® E-Business
Suite (EBS) systems agile enough to support changing business requirements, avoid a reimplementation and lower the
total cost of ownership of enterprise resource planning (ERP). While enabling real-time access to complete, consistent
and correct data across the enterprise, eprentise software is able to consolidate multiple production instances, change
existing configurations such as charts of accounts and calendars, and merge, split or move sets of books, operating
units, legal entities, business groups and inventory organizations.

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When Projects Go Sour: The Importance of Documentation for Project Success

  • 1. tel: 407.591.4950 | toll-free: 1.888.943.5363 | web: www.eprentise.com When Projects Go Sour an eprentise white paper
  • 2. When Projects Go Sour Copyright © 2014 eprentise, LLC. All rights reserved. www.eprentise.com | Page 2 © 2014 eprentise, LLC. All rights reserved. eprentise® is a registered trademark of eprentise, LLC. FlexField Express and FlexField are registered trademarks of Sage Implementations, LLC. Oracle, Oracle Applications, and E-Business Suite are registered trademarks of Oracle Corporation. All other company or product names are used for identification only and may be trademarks of their respective owners. Author: Helene Abrams Published: March 19, 2009 www.eprentise.com
  • 3. When Projects Go Sour Copyright © 2014 eprentise, LLC. All rights reserved. www.eprentise.com | Page 3 It’s happened to all of us who have consulted. We start a project with appropriate planning, and then something happens and it seems that nothing is working anymore. Budgets and timelines have gone out the window, the client is upset, and we are in recovery mode. Without pointing fingers, here are some of the reasons that projects go astray. 1. The scope is not well-defined. Especially with what are perceived as smaller projects, it is easy just to say, “Create these reports,” or, “Create an interface from this system into that one. “The specific requirements are not written out or reviewed with the user. The user thinks he or she is getting something that looks like A, and the consultant is sure that the requirement is for B. The consultant thinks the requirement is simple, and the user and the consultant don’t communicate very well. 2. The scope expands and the change control process has not been considered carefully. 3. We didn’t create, monitor, update, or follow the project plan. Project plans are an integral part of a successful project. The more detail in the plan, the better the estimate is. Creating good project plans is a real skill, but there is a lot of art involved too. For those of us experienced in creating project plans, there are red flags in our heads that show up when something is not as we expected from our experience on other projects. These early warning signs are good indicators that it is time to review and update the project plan. 4. The scope is well documented, we have followed a strict change control process, and we have a plan, but it is a project that we have not done before, so we grossly underestimated the level of effort and resources required. Take the case of the project that was estimated at $100,000. The consultant prepared the estimate, submitted it to the client, and the client accepted the proposal. A couple of months into the project, the consultant realized that the project was much more complex than anticipated and would cost 5 to 10 times as much as estimated. Three things tend to happen in that case. The first is that he continues the project, and when the $100K has been spent, nothing works. The client is unhappy but figures that by throwing a little more money to the consultant, everything will be fixed, so the project drags on. The client just keeps throwing good money after the bad. The second thing that happens is that the consultant points a lot of fingers and says that the users didn’t really communicate the requirements clearly or that something has changed. He then fills out a change control form for a huge amount of additional money. Sometimes the client buys into this, but often the entire project is abandoned. In a third scenario, the client decides to engage a different consulting firm. However, when the new consulting firm comes in, the client’s expectation is that they have already spent $100K on the project, so the remaining work is minimal and they don’t want to go back and confess that the first consultant made a mistake. After all, it was the client who signed off on the initial consultant’s proposal in the first place, so maybe it is just as much the client’s fault as it is the consultant’s. How do you avoid this mess? The secret to a successful project is great documentation. Documenting the requirements, documenting all assumptions, documenting the discussion items and issues around the requirements, documenting deviations from the scope or the project plan, documenting the basis for each line of the estimate, and documenting each decision that was made and the impact of that decision, along with documenting all the procedures, processes and all aspects of the build or implementation allows you and the client to closely monitor progress and provides early warnings when something is not as expected. With proper documentation it is easy to turn a project around before it is in trouble.
  • 4. When Projects Go Sour Copyright © 2014 eprentise, LLC. All rights reserved. www.eprentise.com | Page 4 Curious? For more information, please call eprentise at 1.888.943.5363 or visit www.eprentise.com. About eprentise eprentise provides transformation software products that allow growing companies to make their Oracle® E-Business Suite (EBS) systems agile enough to support changing business requirements, avoid a reimplementation and lower the total cost of ownership of enterprise resource planning (ERP). While enabling real-time access to complete, consistent and correct data across the enterprise, eprentise software is able to consolidate multiple production instances, change existing configurations such as charts of accounts and calendars, and merge, split or move sets of books, operating units, legal entities, business groups and inventory organizations.