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Millennium upgrade user kickoff presentation

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Millennium upgrade user kickoff presentation

  1. 1. Millennium Software Upgrade Users - Project Kickoff Meeting Presenter: Ted Van Patten
  2. 2. Agenda Project Introductions Project Purpose Project Plan and Time Line How Does This Affect Me?  Communication Plan
  3. 3. Project Purpose Currently on version 7.7 need to upgrade to 7.9 Service Pack 2 Updated and New Functionality Graphic User Interface changes (GUI) Process and Procedure changes New Server, faster speeds, better integration with browsers
  4. 4. Communication Plan Weekly updates to project sponsors and stakeholders Monthly updates to users Google web space created for the curious that will contain all project documentation Ad-hoc updates where needed.
  5. 5. Project Phases Phase 1 – Project Discovery and Planning Phase 2 – Current System Analysis and Clean Up Phase 3 – Test System Implementation and Testing Phase 4 – New Functionality Review Phase 5 – Training and Best Practices Phase 6 – Go-Live Production and Data Cut over Phase 7 – Post Go-Live Optimization
  6. 6. Project Time Line Feb Mar Apr May June There will be some overlap July Aug
  7. 7. How does this affect me? Training schedules Users will need to be available for training based on individual schedules Subject Matter Experts (SMEs) for each department needed for: Reporting audit and clean up Data audit and clean up Process & Procedure review
  8. 8. Phase 1 – Project Discovery and Planning Contracts and budget items finalized Interviews with stakeholders on expectations and roles Review of current statuses and documentations Vendor contacts established Project charter plan and communication plan approved Project Manager access to all applicable systems Establish a project space for all users effected by change Project Kickoff Meeting with all users
  9. 9. Phase 2 – Current System Analysis and Clean Up Establish an issues log mechanism and process Create top priorities’ issue process w/ stakeholders Meet with infrastructure team to review any issues Meet with departments to review any issues Analyze and Audit current report library Analyze and Audit current data tables Analyze and Audit any customizations
  10. 10. Phase 3 – Test System Implementation & Testing Step-by-step review of new server and software install to validate install Current test system is 7.9 with SP1 needs to be SP2 Test system will also be used as training environment Establish Security Matrix Test each user role access Create user case scripts to check each process module Evaluate any changes to current data entry processes Test reporting mechanisms and process Evaluate any changes to current reporting processes Move or recreate any customization html or data views Review of Known issues in 7.9.2 and evaluate impact on process workflows
  11. 11. Phase 4 – New Functionality Review Visual Analyzer Plan demo, FFB and ROI with key stakeholders Idea Plan demo, FFB and ROI with key stakeholders Summaries Plan demo, FFB and ROI with key stakeholders Outlook integration Mx not using MS Outlook investigate usability Interfaces ADE – Advanced Data Examiner Business Office Accounting Evertrue – Alumni Directory My Back Pack – Parents Constant Contact – Alumni Email Wealth Engine – Wealth Screening Audit Log Plan demo, FFB and ROI with key stakeholders
  12. 12. Phase 5 – Training and Best Practices Train the trainer approach – Ted Van Patten will train himself, and where needed, will contact Sage Millennium resources Training will also include a process and procedure review, which will be adjusted if necessary to accommodate changes in the software. Basic View Training for all users in presentation format Gift Entry Training and Process Review Biographical Entry Training and Process Review Event Entry Training and Process Review Prospect Management Training and Process Review Stewardship Training and Process Review End User Reporting Training and Process Review
  13. 13. Phase 6 – Go-Live Production and Cut over Production Environment Created and Tested Data Entry Freeze Data migration refresh Data Validation Report Validation Test all functionality Cut Over System Validation
  14. 14. Phase 7 – Post Go-Live Optimization Post Go-Live Process Review Fixes to missed conversion data Fixes to missed reporting data Known issues review with software Continued Issues log Change management New processes instituted
  15. 15. Questions?

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