Implementation Methodology

• Definition - What are we doing? Is this realistic?
• Project Planning
• Business Objectives
• Feasibility
• Time
• Resources
• Budget
• Analysis - What do you REALLY want? in Detail
• Business Requirements (Fit gap) - How are we meeting each requirement?
• Workarounds
• Screen Layouts - Do any screens need to be modified?
• Report Layouts - Do any reports need to be modified?
• System Architecture Requirements - What will we need to run this?
• Future Business Processes - What processes will change?
• Transition Strategy - What has to start changing from now
• Reconciliation plan - Internal audit before and after go live
• Data Migration Map/Template Workshops - What data is going into the new system?
• Install Software
• Install sample data
• Create Live and Test environments
• Configure Backups
• Enable Logging
• Enable Archiving
• Design - This is how we're gonna do it, it's going to cost more
• Rapid Process Test
• Run through all future processes in Test system
• Confirm Forms and Reports changes in Test system
• Finalize Customizations - Signoff
• Define all scope changes required to meet Final Requirements
• Module Configurations - Signoff
• FDD
• Develop - Build it. Test it. Test it. Test it some more.
• Build Customizations
• Test Customizations
• Configure System
• Test Import Data
• Historical Data
• Current Data
• Confirm GL, AR, AP, INV MUST reconcile
• Pilot Test Entire Integrated System
• Test Scripts
• Test Security
• Test Reconcile
• Mock Go-Live
• Go Live Readiness Review and Discussion
• Post mortem on all issues during mock go-live
• Agree on a realistic Go-Live date
• Deploy- This is how you use it
• End User Training
• User Manuals
• Change Management
• Final Data Migration
• Current Data
• Confirm GL, AR, AP, INV MUST reconcile
• Take Final Backups of all Customizations
• Operate - Start using it
• Go-Live
• Support - Use it better
• Support
• Resolve Red Flag Issues Immediately
• Refine Configurations
• Refine Modifications
• Additional Modifications