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Project Managing Microsoft Dynamics ® CRM Implementations with Microsoft Dynamics ® Sure Step 2010

Project Managing Microsoft Dynamics ® CRM Implementations with Microsoft Dynamics ® Sure Step 2010. Chapter 2 – Project Initiation and Planning in the Diagnostic Phase. Overview. Examine how to prepare and plan for the Diagnostic Phase Decide, plan, and deliver the decision accelerators

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Project Managing Microsoft Dynamics ® CRM Implementations with Microsoft Dynamics ® Sure Step 2010

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  1. Project Managing Microsoft Dynamics® CRM Implementations with Microsoft Dynamics® Sure Step 2010 Chapter 2 – Project Initiation and Planning in the Diagnostic Phase

  2. Overview • Examine how to prepare and plan for the Diagnostic Phase • Decide, plan, and deliver the decision accelerators • Identify and define the scope for the project based on results from decision accelerators • Guide the customer toward the most efficient implementation process and project type • Produce time and cost estimates for the project • Plan the resources for the project • Plan for risks • Create a project proposal • Achieve customer sign-off

  3. Diagnostic Phase Timeline

  4. Lesson: Preparing for the Diagnostic Phase • Opportunity Briefing • Internal briefing meeting • Opportunity knowledge transfer • The customer’s general need for a business solution • Current system and the reason for changing it • Current master data and transaction volume • Number and type of users • Timeline for an implementation • Whether a budget is available • What competitors the customer is engaging with • Consulting Sales Team members participate

  5. Preparing for the Diagnostic Phase • Nextsteps and Decisionaccelerators • What are my business needs? • Does a Microsoft Dynamics CRM solution fit my business needs? • How will my business work with this new system? • How will a Microsoft Dynamics CRM solution scale to meet my needs? • How much should I budget for an implementation? • How do I justify to management the implementation's benefits versus costs? • Address customer questions, reduce risk

  6. Preparing for the Diagnostic Phase • Decision Accelerators • Requirements and Process Review • Fit Gap and Solution Blueprint • Architecture Assessment • Scoping Assessment • Proof of Concept • Business Case • Upgrade Assessment • Can mix and match to meet the specific customer and project needs • Create projects in Sure Step with any combination

  7. Lab 2.1.1: Internal Briefing Meeting Background: • 1/16/10: Made short list of vendors • 1/17/10: Internal briefing meeting Tasks: • Attend Allison Brown’s meeting on 1/17/10 • Take meeting minutes using the provided template Documents Used: • Meeting Agenda 1/17/10 • Meeting Minutes 1/17/10

  8. Lab 2.1.2: Review Preliminary Project Information Background: • After internal briefing meeting Tasks: • Review preliminary project information, including meeting minutes and agendas • Answer the questions in the lab Documents Used: • Meeting minutes and agenda 1/5/10 • Meeting minutes and agenda 1/9/10 • Meeting minutes and agenda 1/17/10

  9. Lab 2.1.3: Select Decision Accelerators Background: • 1/16/10: Tailspin Toys asked for further involvement from Trey Research Tasks: • Answer the questions in the lab • Prepare meeting agenda for the customer meeting on 1/21/10 Documents used: • Meeting agenda 1/21/10

  10. Lab 2.1.4: Initiate Project Meeting Background: • 1/21/10: Meeting with Tailspin Toys to discuss next steps Tasks: • Lead customer meeting on 1/21/10 • Take meeting minutes using the provided template Documents used: • Meeting minutes 1/21/10

  11. Case Study Assumption • Selected decision accelerators: • Requirements and Process Review • Fit Gap Analysis and Solution Blueprint • Scoping Assessment

  12. Lesson: Delivering Decision Accelerators • Each decision accelerator is configured from the following steps: • Pre-kickoff • Kickoff • Perform activities • Review presentation • Customer sign-off

  13. Lab 2.2.1: Requirements and Process Review - Timeline

  14. Lab 2.2.1: Requirements and Process Review Background: • 1/30/10 – 2/27/10: Conduct Requirements and Process Review Decision Accelerator • 2/27/10: Final presentation Tasks: • Select team members • Answer the questions in the lab • Review input information • Customer Provided • Business Process Overview Spreadsheet • Functional and Non-Functional Requirements Spreadsheet • High Level Integration Requirements Spreadsheet • Partner Provided • Role Tailored Questionnaire • Answer the questions in the lab

  15. Lab 2.2.1: Requirements and Process Review • Review Requirements and Process Review Delivery Guide • Answer the questions in the lab • Review the standard Process Flows available in Sure Step • Review Brian Burke’s Requirements and Process Review Final Presentation • Answer the questions in the lab • Complete the Next Steps section of the presentation • Review the Functional Requirements Document templates available in Sure Step

  16. Lab 2.2.1: Requirements and Process Review Documents Used: • Business Process Overview • Functional and Non-Functional Requirements • High Level Integration Requirements • Role Tailored Questionnaire for Microsoft Dynamics CRM • Requirements and Process Review Final Presentation Sure Step: • Requirements and Process Review Delivery Guide • Process Flows • Functional Requirements Document

  17. Lab 2.2.2: Fit Gap and Solution Blueprint - Timeline

  18. Lab 2.2.2: Fit Gap and Solution Blueprint Background: • 3/2/10 – 3/6/10: Fit Gap Workshops • 3/13/10: Create report • 3/16/10: Final presentation Tasks: • Review Fit Gap Analysis Worksheet • Answer the questions in the lab • Complete the Fit Gap Analysis Worksheet • Complete the Fit Gap and Solution Blueprint Report • Define the next steps Documents used: • Fit Gap Analysis Worksheet • Fit Gap and Solution Blueprint Report

  19. Lab 2.2.3: Scoping Assessment - Timeline

  20. Lab 2.2.3: Scoping Assessment Background: • 3/20/10 – 3/23/10: Conduct scoping assessment • 3/23/10: Final presentation Tasks: • Determine scope and risk • Review Scoping Assessement Delivery Guide • Answer the questions in the lab • Review previous decision accelerators • Answer the questions in the lab • Determine implementation scope • Answer the questions in the lab • Complete the Dynamics Scoping Worksheet • Answer the questions in the lab

  21. Lab 2.2.3: Scoping Assessment Documents used: • Microsoft Dynamics Costing Worksheet • Documents from previous decision accelerators: • Business Process Overview • Functional and Non-Functional requirements • High Level Integration Requirements • Role Tailored Questionnaire • Requirements and Process Review Final Presentation • Fit Gap Analysis worksheet • Fit Gap and Solution Blueprint Report Sure Step: • Scoping Assessment Delivery Guide

  22. Lesson: Planning the project • Guide the customer toward the most efficient implementation process and project type • Different ways to deliver an implementation: • Standard • Agile • Enterprise • Rapid • Upgrade

  23. Project Selection

  24. Lab 2.3.1: Define project type for the case Background: • All decision accelerators complete Tasks: • Review Guidance on Project Type selection in Sure Step • Answer the questions in the lab

  25. Case Study Assumption • The Standard project type will be used for this case study

  26. Lab 2.3.2: Project Planning - Timeline

  27. Lab 2.3.2: Create the high level project plan Background: • The standard project type was selected • 3/25/10: Develop project plan Tasks: • Open the Project Plan for Standard Project Type • Complete the Project Plan using the Project Planning Analysis Input provided Documents Used: • Project Planning Analysis Input Sure Step: • Project Plan for Standard Project Type

  28. Lab 2.3.3: Project Planning Discussion Background: • Standard project type selected • Project plan completed Tasks: • Discuss the creation of the Project Plan in class

  29. Lesson: Managing the project proposal • The ultimate deliverables for the Diagnostic phase: • Statement of Work (SOW) • Budgetary Estimate Proposal

  30. Lab 2.4.1: Proposal Management - Timeline

  31. Lab 2.4.1: Create the SOW Background: • Preparing for the 3/27/10 delivery of the Statement of Work to the customer Tasks: • Review the Statement of Work template in Sure Step • Create the Statement of Work using the template: • Project Objectives and Scope • Project Approach, Timeline, and Service Deliverables • Project Organization and Staffing • General Customer Responsibilities and Project Assumptions Plan for the key areas and how you would complete them. Prepare to discuss these areas in class and justify why you feel they are important.

  32. Lab 2.4.1: Create the SOW Sure Step: • Statement of Work for Standard Projects

  33. Lab 2.4.2: Present the SOW Background: • Preparing for the 3/27/10 delivery of the Statement of Work to the customer Tasks: • Discuss the content of the Statement of Work

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