Ellucian Implementation Methodology. Summary of Project Management and Solution Delivery Phases

Transcription

1 Ellucian Implementation Methodology Summary of Project Management and Solution Delivery Phases Rev. 5/10/2013

2 Table of Contents Overview 3 Project Management Initiation 4 Planning 5 Execution 6 Monitor and Control 7 Transition and Close 8 Solution Delivery Define Design Configure Test Deploy Delivery Milestones 14 Page 2 of 15

3 Ellucian Implementation Methodology Summary of Project Management and Solution Delivery Phases A disciplined understanding and application of the Ellucian Implementation Methodology will: 1. Increase customer service/satisfaction by: Enabling a consistent, repeatable, scalable, and process-based approach to delivering solutions so that customers can achieve a greater return on their investment Achieving a more efficient and higher quality delivery of solutions Engaging with customers in a consultative and collaborative manner Making every project phase fully transparent to the customer 2. Control costs and resourcing schedules during every project phase by: Ensuring management expectations and project schedule match our contractual obligations Employing predefined mitigation and early escalation strategies to reduce risk and ensure project status remain green Onboarding and efficient knowledge acquisition of key team members on select processes and templates Page 3 of 15

4 Project Management Initiation: Complete contracting process Transition from sales to delivery Initiate project Introduce delivery management team Develop initial project plan Build project repository Finalize project scope Conduct internal project initiation meeting Conduct client project planning session Obtain project stakeholder signoff Project Charter Project Scope Statement Initial Project Plan Client Project Planning Session Client Survey Page 4 of 15

5 Project Management Planning: Develop project management plan Develop project financial baseline Identify initial risks Distribute initial planning information Project Management Plan o Organization Chart o Project Contacts o Roles and Responsibilities o Project Approach o Communication Plan o Quality Plan o Change Management Plan o Issue Management Plan o Risk Management Plan o Procurement Plan Project Financial Baseline Initial Risk Response Plan Page 5 of 15

6 Project Management Execution: Direct and manage project execution Manage project team Manage quality assurance Manage Procurements Solution Delivery Artifacts Updated Project Management Documents Solution Delivery Quality Artifacts Procurement Artifacts Page 6 of 15

7 Project Management Monitor and Control: Manage project quality Manage project work Manage change Manage project risks Manage project financials Manage communications Manage stakeholder expectations Manage knowledge resources Quality Review Reports Project Status Meetings and Reports Executive Status Meetings and Reports Updated Project Plan Change Requests Change Log Issue Log Risk Response Plan Financial Reports Updated Client Care Sites Updated Project Dashboard Page 7 of 15

8 Project Management Transition and Close: Transition to production support Verify delivery to contract Administrative project closure Financial project closure Document project success Transition Plan Client Acceptance Client Success Story Client References Lessons Learned Client Survey Page 8 of 15

9 Solution Delivery Define: Business Process Review Discovery/Requirements Gathering Reporting Assessment Implementation Readiness Knowledge Transfer Business Process Models, including identification of any gaps Engagement Reports Decision Workbooks Project Schedule Implementation Guides Service Preparation Document (integrations and customizations) Page 9 of 15

10 Solution Delivery Design: Business Process Review Discovery/Requirements Gathering Reporting Assessment Implementation Readiness Knowledge Transfer Business Process Models, including identification of any gaps Engagement Reports Decision Workbooks Project Schedule Implementation Guides Service Preparation Document (integrations and customizations) Page 10 of 15

11 Solution Delivery Configure: Environment Strategy Communicated Building of Processes Unit Testing Ongoing Knowledge Transfer Customizations/Integrations /Interfaces Test Case Development Engagement Reports Decision Workbooks Project Schedule Implementation Guides Test Plans Training Workbooks Supplemental Job Aids Page 11 of 15

12 Solution Delivery Test: Business Process Validation Data Migration Validation Environments and Security Tested End-to-end Process-based Testing, including interfaces Ongoing Knowledge Transfer Deployment Prep Engagement Reports Decision Workbooks Project Schedule Implementation Guides Test Plans Training Workbooks Supplemental Job Aids Page 12 of 15

13 Solution Delivery Deploy: Production Readiness o Functional o Technical Support for End-user Training Ongoing Knowledge Transfer Go-live Support Engagement Reports Decision Workbooks Project Schedule Implementation Guides Supplemental Job Aids (i.e. go-live checklists, processing aids) Page 13 of 15

14 Delivery Milestones Delivery milestones are established to help: 1. Ensure we are achieving desired outcomes for the client 2. Enable early and ongoing identification of issues and corrective actions required End of Phase Milestone and Outcomes to be Achieved 1 Initiation Client acceptance/signoff of Project Scope Statement Validation that contract deliverables are understood by Ellucian & Client Client identifies any unique needs Project Schedule with Ellucian and Client-side tasks to deliver contract deliverables is reviewed to show how solution(s) will be implemented; client reviews and signs off on Project resources introduced Project Plan is reviewed to ensure Client PM and Ellucian PM demonstrate how project will be managed Project governance is established for all key stakeholders Knowledge transfer Business Process For Overall Project Page 14 of 15

15 2 Define Client acceptance/signoff on Decision Workbook content around Requirements Gathering and Business Process Models/Gaps Client identifies integrations, Interfaces and potential customizations Client identifies data migration needs Training plan constructed Knowledge transfer 3 Design Client acceptance/signoff on Decision Workbook around the design that will drive configuration of tables/rules Determination of process improvements for client efficiency/effectiveness Knowledge transfer 4 Configure Client acceptance/signoff on Decision Workbook around updates to design that will drive configuration of tables/rules Unit Testing Data mapping Initial test load of data is converted properly 5 Test Client acceptance/signoff on Decision Workbook content around testing Client validates business process is enabled properly in application as defined by requirements Knowledge transfer Client validates data Client executes end-to-end user test plan Client completes training of end users 6 Deploy Client acceptance/signoff on: 1. Decision Workbook content around production ready/go live; 2. Contractual deliverables met; and 3. Implementation reference provided By Solution By Solution By Solution By Solution By Solution Client has received adequate training (knowledge transfer) on how to maintain and move forward Client validates production readiness (technical and functional) Client understands use of Action Line and Customer Support Page 15 of 15