Sage Confidential Sage ERP X3 Standard Edition Methodology Project Quality Plan (PQP)
Jan 19, 2016
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Sage ERP X3 Standard Edition Methodology
Project Quality Plan (PQP)
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• Describe the standard project methodology used to implement Sage ERP X3 Standard Edition• Define each of the sequential project phases in the overall process in terms of– Primary objective– Supporting activities– Available tools– Expected deliverables
Primary Objectives of this Presentation
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Pre-Sales / Project Planning and Management
Tools• Planning– Description of the Standard Solution (SC001)– Project Quality Plan (PI000)– Project Configurator (PI004)– Project Team Assignments (PI003)– Preparing the Project (PI001)
• Management– Project Monitor (PI002)– Steering Committee Presentations 0 – 5– Milestone Sign-Offs 0 - 5
What does the standard solution look like? How is a standard project conducted? Time and workload estimation Who does what? Schedule and resource mapping
Tracking against plan What and how did we do? Acknowledgements and conditions
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Overview of the Project Quality Plan (PQP)
Scoping6 weeks
Implement3 weeks
Testing9 weeks
Training4 weeks
Support3 weeks
Project Milestones• M0 – Project Launch • M1 – Description of Target Solution• M2 – Installation of Target Solution• M3 – Acceptance of Target Solution• M4 – Go-Live Approval• M5 – Final Production Sign-Off
M1 M2 M3 M4 M5M0
35 – 50 consulting days* over 25 weeks
10 - 14 days 6 - 8 days 13 - 19 days 2 days 4 - 7 days
*Distribution Suite = 35 daysManufacturing Suite = 50 days
• 22 weeks from Launch to Go-Live• 25 weeks to Final Production Sign-off
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Scoping Phase – Define the Target Solution
Activities• Project Launch Meeting (M0)• Functional overviews• Scoping interviews• Adapt Description of Target Solution (DTS)• DTS review and next phase planning
Tools• Description of Standard Solution (SC001)• Functional Overview presentations (SM###)• Scoping templates (EC###)
Deliverables• Sign-Off on Launch Meeting• Description of Target Solution (DTS)• Sign-Off Description of Target Solution (M1)
Scope Implement Test Train SupportM1 M2 M3 M4 M5M0
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Functional Overviews
Scoping Interviews
Scoping Interviews
Functional Overviews
Description of Standard
Solution
Description of Standard
Solution
Standard Solution Description > Target Solution Description
Description of Target Solution
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3
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Implementation Phase – Configure and Install
Activities• Adapt Standard Solution to Description of
Target Solution (DTS)• Environment procurement and setup • Basic maintenance data integration• System Admin and Maintenance training
Tools• Description of Target Solution (DTS)• Installation Checklist (PR004)• Data Migration Procedure (PR001)• Settings Documents (PR002)
Deliverables• Installation of Target Solution (M2)
Scope Implement Test Train SupportM1 M2 M3 M4 M5M0
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Description of Target Solution
Description of Target Solution
Standard SolutionStandard Solution
Standard Solution > Target Solution
Target Solution
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Testing Phase – Verify and Accept
Activities• Project Team training• Initial data migration from legacy systems• Target Solution testing and verification• Target Solution review and next phase
planning
Tools• Description of Target Solution (DTS)• User Guides (UG)• Test Data Set (PR003)• Acceptance Testing Report (PR006)
Deliverables• Sign-Off on installation (M2)• Sign-Off on Target Solution (M3)
Scope Implement Test Train SupportM1 M2 M3 M4 M5M0
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Training Phase – Prepare Users
Activities• End-User training• Complete final data migration• Confirm system and environment• Review Start-Up Procedure• Review plan and schedule for Go-Live
Tools• User Guides (UG)• Data Migration Procedure (PR001)• Installation Checklist (PR004)• Start-Up Procedure (PR005)
Deliverables• Sign-Off on Go-Live plan and schedule (M4)
Scope Implement Test Train SupportM1 M2 M3 M4 M5M0
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Support Phase – Confirm Live Production
Activities• Start-Up process• End-User assistance• System administrator assistance• Review live production status
Tools• User Guides (UG)• Start-Up Procedure (PR005)
Deliverables• Final Production Sign-Off (M5)
Scope Implement Test Train SupportM1 M2 M3 M4 M5M0
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PROJECT PLANNING AND MANAGEMENT
A Quick Tour of the Standard Edition Tools for
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Project Configurator
Preliminary workload estimation calculated based on Customer requirements
> 02 Steering\PI004
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Project Planning and Preparation
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> 02 Steering\PI001
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Project Monitoring
TrackingPlanned vs. Actual
> 02 Steering\PI002
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Project Management
Review
Sign-Off
> 02 Steering\PI01#, PI02#
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SCOPING
A Quick Tour of the Standard Edition Tools for
Scope Implement Test Train SupportM1 M2 M3 M4 M5M0
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Functional Overviews
Presentation Templates for• Financials• Sales• Purchasing• Inventory• Manufacturing• Fixed Assets
> 03 Product preparation support\FO-xxx
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Scoping Interviews
50 Interview Templates to capture and simplify set-up of Customer
configuration requirements
> 04 Scoping presentation\EC###
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IMPLEMENTATION
A Quick Tour of the Standard Edition Tools for
Scope Implement Test Train SupportM1 M2 M3 M4 M5M0
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Setup Guide
Guided drill down to specific configuration and set up
functions within X3
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Data Migration Procedure and Templates> 05 Procedures\PR001, PR007
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Installation Checklist> 05 Procedures\PR005
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TESTING
A Quick Tour of the Standard Edition Tools for
Scope Implement Test Train SupportM1 M2 M3 M4 M5M0
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Acceptance Testing Tools> 05 Procedures\PR003, PR006
Verify that business processes match the stated requirements reflected in the Target Solution
Description
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TRAINING
A Quick Tour of the Standard Edition Tools for
Scope Implement Test Train SupportM1 M2 M3 M4 M5M0
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User Guides
A total of 38 templates, each including:• General function information• Common data and set-up requirements• Step-by-step procedures for completing “out-
of-the-box” tasks• Frequently Asked Questions
> 06 User guides\
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SUPPORT
A Quick Tour of the Standard Edition Tools for
Scope Implement Test Train SupportM1 M2 M3 M4 M5M0
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Start-up Procedure> 05 Procedures\PR005
Ensuring proper understanding of steps to prepare and verify production readiness
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On Time, On Budget
Scoping6 weeks
Implement3 weeks
Testing9 weeks
Training4 weeks
Support3 weeks
M1 M2 M3 M4 M5M0
Up and running in 22 weeks…