Sage Confidential Sage ERP X3 Standard Edition Methodology Project Quality Plan (PQP)

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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

1 42

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

1 32

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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

14

> 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…