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Consulting Procedure

This consulting plan outlines the organization, roles, scope, schedule, process, and training for implementing the proERP system. It covers tasks like system installation, knowledge transfer, and final reporting.

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Consulting Procedure

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  1. Consulting Procedure

  2. Consulting Plan 2007.11.15 Aljumaiha Group

  3. Table of Contents 1. Consulting organization and roles 2. Consulting scope and schedule 3. Consulting process 4. Schedule management and communication plan 5. User training 6. System installation and knowledge transfer 7. Final report

  4. 1. Consulting organization and roles 1.1 Consulting organization Contractor proERP Consulting

  5. 1. Consulting organization and roles 1.1 Consulting organization (II)

  6. 1.2 Roles definition The roles and responsibility are defined as follows. 1.2.1 Consulting company 1) Consulting company will manage the progress of overall consulting works. 2) Consulting team will carry out consulting works, identify customizing areas and design them. A. Process diagnosis B. Process analysis C. Application D. Transfer 3) Development teamwill add or develop customized new functions or additional development items to package. 1.2.2 Client and contact person 1) The dedicated contact persons will support overall project works. 2) Working Group A. Supply of data related to consulting and system implementation B. Creation and driving of to-be process C. Creation of consulting data(as-is analysis, standard data, common data, work definition, other data) D. Consulting document approval

  7. 2. Consulting scope and schedule • 2.1 Consulting scope • The scope of the project is the consulting service on client’s transaction work process and the implementation of proERP system. Also, the scope includes the consulting service on Database Service and Client Application under Client and Server environment and the deployment of proERP. The sub-system for system development is defined as follows. Web management system will be excluded from the project. • (1) Standard data(2) Sales • (3) Production management(4) Design • (5) Materials management(6) Quality • (7) A/S(8) Cost • (9) HR(10)Accounting • (11) Management information(12)General management

  8. 2.2Consulting schedule

  9. 2.3Consulting approach

  10. 3. Consulting process 3.1 Consulting process and detail works(i)

  11. 3.1 Consulting process and detail works(ii)

  12. 4. Schedule management and communication plan 4.1 Schedule management 4.1.1 Responsibility: Process owner 4.1.2 Creation time : Weekly(Created on every Friday and notified to consulting team on Saturday) 4.1.3 Major works A. Check of progress by deliverables B. Report delayed schedule to project team lead C. Follow-up plan (discussion with consulting company) 4.2 Communication plan 4.2.1 Responsibility : Consulting company 4.2.2 Meeting time: Weekly (Day and time will be discussed by client) 4.2.3 Meeting subject A. Progress of previous week B. Work plan of the week C. Problems and solution discussion D. Request of major deliverables approval E. Other discussion

  13. 5. User training 5.1 Training type 5.1.1 Training of core concept : Explanation of basic terms and application approach 5.1.2 Overall Process training : Once a week(created on Friday and notified to consulting team on Saturday) 5.1.3 User training : Explanation of system usage method 5.2 Training time 5.2.1 Core concept training : Training during work analysis and process innovation 5.2.2 Overallprocess training: Training during work analysis and process innovation 5.2.3 User training : Training before deployment (after the completion of standard data and common data creation 5.3 Training target 5.3.1 Core concept training : Client Working Group 5.3.2 Overallprocess training: Client’s process owners 5.3.3 User training : System users

  14. 6. System installation and knowledge transfer 6.1 System installation time After the completion of sample standard data creation (The schedule can be changed in advance by discussion with client.) 6.2 Knowledge transfer Creation of knowledge transfer document and sign-up 7. Final report After the completion of consulting, all deliverables by each stage will be submitted. This final report includes recommendations and action plans

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