A new project is starting. You have selected your product and you have selected your partner. Do you sit back and wait for the delivery of your new system? How can you prepare for your new system? What activities can the client engage in to participate in the implementation? If resources are limited, what are the best places to focus time? We will explore expectations every client should be aware of, how your participation can reduce cost and reduce risk in the project. Hear from Tammy Robertson, Unilock Group of Companies' Project Manager, on the successful testing and validation processes they have used to ensure seamless implementations and upgrades at all their sites.

1. Client Involvement in
Projects

2. Kelly Hagen, PMP

3. Tammy Robertson, Project Manager

4. This is YOUR project.
Have fun with it!
Name it!
Phoenix
a Phoenix obtains new life by
arising from the ashes of its
predecessor

5. • Define your project
• Define a project team
• Provide the team ample time to work on the project
• Provide the tools required to be successful
Getting Started

6. What does a client project
team look like?
• Project Sponsor
• Project Manager
• Subject Matter Experts / Power Users
• Data Testers and Validators
• IT Team

7. BDO Project Methodology
Planning Design Configuration Testing Deployment Support
Objective
• Understand the functionality needed to achieve the business objectives
Deliverables
• Business Function List, Hierarchy and Process Workflow Diagrams
• Functional Requirements Document
• Project Charter (Project Governance)
• High Level Project Plan for the completion of the project
• Project Budget estimate for the completion of the project
Client Responsibilities…

8. BDO Project Methodology
Planning Design Configuration Testing Deployment Support
Client Responsibilities
• Be Contributors not Attendees – Choosing the ‘right’ resources to participate
• Prepare Materials for the Workshops – Comprehensive RFP, Materials completed
• Explain Processes and Business Requirements during Workshops – Power User Interviews
• Review and validate BDO Prepared Deliverables – Project Manager / Executive Sponsor

9. BDO Project Methodology
Objective
• Document how the proposed solution will be developed
Deliverables
• Business Functions Definition Document
• Fit/Gap Analysis
• Custom Specification Documents
• Scope Document
• Statement of Work for Balance of project
Client Responsibilities…
Planning Design Configuration Testing Deployment Support

10. BDO Project Methodology
Client Responsibilities
• Be Familiar with the Deliverables from Planning  Clear Understanding  Ask ?’s
• Explain Specific Business Rules and Unique Requirements  Use Cases
• Review and validate BDO Prepared Deliverables  Gap Analysis
• Test Scripts and Validation documents  SharePoint Checklists, Test Scripts &
Validation Documents
Planning Design Configuration Testing Deployment Support

11. BDO Project Methodology
Objective
• Build the solution
Deliverables
• Working Solution, ready for training and testing
• Test Plan
• Issues Tracking Document
Client Responsibilities…
Planning Design Configuration Testing Deployment Support

12. BDO Project Methodology
Client Responsibilities
• Contribute to Solution Configuration Sessions  Know your Software!
• Explain Specific Business Rules and Unique Requirements  User Interviews
• Review and validate BDO developed Solution  Requirements Checklists
Planning Design Configuration Testing Deployment Support

13. BDO Project Methodology
Objective
• Prepare the organization to test the solution by providing training and then to execute on
the solution testing.
Deliverables
• Training Sessions
• Testing and Support to Testing
• Issues Tracking (track issues raised during testing)
• Go Live Plan
Client Responsibilities…
Planning Design Configuration Testing Deployment Support

14. BDO Project Methodology
Client Responsibilities
• Attend Training to prepare for Testing  Plan Ahead – Publish Training Schedules
• Execute Test Scripts  Prepare Checklists  Document Test Results  Snagit !!
• Consider “Sunny Day” and “Cloudy Day”  Someone to play Devils’ Advocate
• Non-Functional Testing  Stress Tests  Multiple Users to Test Performance
• Track issues in a collaborative workspace – Client portal (SharePoint)
Planning Design Configuration Testing Deployment Support

15. BDO Project Methodology
Objective
• Deploy the solution in the live environment
Deliverables
• End User Training
• Final Acceptance
• Execution on Go Live
Client Responsibilities…
Planning Design Configuration Testing Deployment Support

16. BDO Project Methodology
Client Responsibilities
• Know the Solution  User Quizzes  Training Documents  Day in the Life
• Train other Project Team Members  Feet on the Ground at Go Live
• Prepare the Users for Cutover  Create Checklists for Cutover – System Prep
• Data Validation  Scrub Data
• Mock Go Live(s)  Test the Cutover Process in Advance
Planning Design Configuration Testing Deployment Support

17. BDO Project Methodology
Client Responsibilities
• Make It Fun!
Planning Design Configuration Testing Deployment Support
Beads:
Given out for each
successful transaction !
Certificate: Completing NAV Training
Prize Board:
Daily ‘Extraordinary Effort Awards’
Survival Kits: Just Making
things Fun

18. BDO Project Methodology
Objective
• Identify the roles and processes to be followed for subsequent support after the solution
has been transitioned to the users.
Deliverables
• Support Agreement
Client Responsibilities…
Planning Design Configuration Testing Deployment Support

19. BDO Project Methodology
Client Responsibilities
• Know the Solution  Train the Trainer  Internal Documentation
• 2nd Line of Support to Users  IT Helpdesk – Snagit!  Did you Know?
Planning Design Configuration Testing Deployment Support

20. So what is the client
involvement?
• Do you sit back and wait?
• Participate!!
• If resources are limited?
• Testing, Testing, Testing
• How can participation reduce cost and risk?
• Use your partner in areas that support your team!

21. Questions?
Kelly Hagen – khagen@bdo.ca