Systems Project Management Approach

1. Systems Project Management Approach • A managed approach to planning and controlling the implementation of complex application software. • A flexible tool kit, designed to support the Project Management function in a custom or package software installation.

2. Systems Project Management Approach • Project organized into Phases; Activities within each Phase. • Project Manager’s Checklists reviewed and completed at the conclusion of each Phase. • Electronic Tools and Templates support use of standards.

3. Systems Project Management Approach • Project Phases: 1. Project Definition 2. Conference Room Pilot 3. Development / Programming 4. System Integration 5. Procedures and Training 6. Conversion and Startup

4. Project Definition Planning • Activities • Develop Project Mission Statement • Organize Team, Define Roles, Obtain Commitments • Develop Training Plan • Develop Project Work Plan • Install Package Software • Conduct Project Team Training • Develop Project Standards and Procedures • Schedule Conference Room Pilot

5. Project Definition Planning • Project Manager’s Checkpoint • Review/Complete Project Definition Checklist • Review/Complete Software Installation Checklist • Review Procedures and Training Checklist • Review Project Administration Checklist

6. Conference Room Pilot Exploring • Activities • Analyze/Document Requirements • Establish System Prototype • Define CRP Scope and Exercises • Conduct Conference Room Pilot • Log Issue Reports • Draft User Procedures • Review and Update Overall Project Work Plan • Project Manager’s Checkpoint • Review/Complete CRP Checklist • Complete Project Administration Checklist

7. Development / Programming • Activities • Develop Programming & Database Standards • Obtain Requirements Definition Approval • Walk Through High Level Designs • Perform Detailed Design • Code and Unit Test • Project Manager’s Checkpoint • Review Programming and Conversion Checklist • Complete Project Administration Checklist

8. System Integration Testing • Activities • Assign/Resolve CRP Issues • Document System Test Plan • Build System Test Data Model • Conduct System Test • Adjust Custom Programming • Prepare System Hardware and Facilities • Project Manager’s Checkpoint • Complete Project Administration Checklist

9. Procedures and Training • Activities • Finalize User Procedures • Develop User Training Materials • Conduct User Training • Develop Cutover Schedule/Script • Project Manager’s Checkpoint • Review/Complete Procedures and Training Checklist • Complete Project Administration Checklist

10. Conversion and Startup • Activities • Train Operations Staff • Load Manually Converted Data • Run Conversion Programs • Verify Master File Data • Balance/Reconcile Transaction Data • Monitor Transactions, Usage, Balances • Close First Period Books • Project Manager’s Checkpoint • Complete Programming and Conversion Checklist

11. Systems Project Management Approach • Conclusion: A successful implementation. • planned • organized • executed • documented