Managing Risks and Issues Within Your Dynamics AX Project Agust Bjornsson, Microsoft

Within every implementation there are risks and issues but the key to maximum success is to be prepared and to minimise where possible. Attend this session and learn the tips and tools that you can use to keep your implementation and install on task, on target, on time and see the risks and issues before they are a barrier to your success. Managing Risks and Issues Within Your Dynamics AX Project

Customer Partner Microsoft Who are you? Dynamics AX version? AX The New Dynamics AX („AX7“) Are you in the middle of an implementation?

MANAGING RISK STARTS WITH PLANNING FOR SUCCESS

Clear technology roadmap Infrastructure plan Manage delivery Best practices Sponsorship Ownership Communication Effectiveness of change management Well organized and “eyes open” approach to decision making How well defined is your strategy, goals and business case? Do you know your KPI´s? Clarity of Strategy & Goals Change management and adoption Technology roadmap and infrastructure Governance and Communication Success Planning and Execution

WATERFALL VS ITERATIVE (CRP, AGILE)

Waterfall Method Discovery Documentation FRD & TDD Development Build TestBuild Correction Conf Room Pilot CRP´s CutoverLive List of requirements Wish list Functional Design Document Technical Design Document System configuration Modifications New Features Executed Test Cases Feedback for correction Updated processes Corrected program code Standard Operating Procedures Go/No-Go on processes Converted data System Ready Daily activity Hyper care

Pro´s Traditional process Structure Easy to measure progress Easier to „sell“ Con´s Long time until users get feedback Hard to manage expectations User involvement not constant Waterfall – Take-away

Iterative (CRP) Method Discovery Documentation FRD & TDD Development Build TestBuild Correction Conf Room Pilot CRP´s CutoverLive List of requirements Wish list Functional Requirements Document Technical Design Document System configuration Modifications New Features Executed Test Cases Feedback for correction Updated processes Corrected program code Standard Operating Procedures Go/No-Go on processes Converted data System Ready Daily activity Hyper care Iteration 1, ?

1.Requirements lists 2.No detailed FDD´s 3.Project Scope is defined 4.Detailed Scenarios 5.Iteration 1, 2, …. Delivery team presents a common way of addressing the scenario – Usually with options for customer to choose from Customer evaluates – Creates backlog items Backlog is triaged Delivery team makes modifications – Setup and code Preparation for next iteration Iterative (CRP) Method Triaged List based on defined Project Scope Backlog

Pro´s Continious feedback Hands-on Immediate feedback to users Documentation – only relevant Implementation team is guiding not deciding „Our System“ Fail early & Succeed early Con´s More difficult to sell Not traditional process Larger commitment from customer Can be more difficult to manage Number of iterations Iterative – Take-away

QUESTIONS ON THE METHODS?

STRUCTURE

Scenario management Scenarios – In/Out of Scope

Sample Iteration Agenda CategoryActivityDate Time Iteration Workshop Communication Update Invites to Participants15-January Iteration Day 1 Morning Overview / Introduction (Mike) Business Decisions Update (Bill) (Example, Sales Order Processing, Customer Mastering, etc.) Delivery-AX Modification Update, Demo, & Discussion (Paul) New Plant B Functionality Afternoon Delivery-AX Modification Update, Demo, & Discussion Continued…(Paul) New Plant B Functionality Break Requirement & TFS backlog overview, and feedback from the business. End Workshop Session 19-January9am – 5pm

SC2 Scenarios Coverage (2, 3, 4, 5)

Design Assumptions and Considerations Functional Area / Process Step AssumptionsDesign Considerations Create Project Specify Project Attributes Add Contacts, Roles, Access ID Project/Contract/Cont acts validation Create Agreement Add Lines to Agreement

REPORTING AND FOLLOW-UP

Iteration Reporting and Follow-up Row Labels Dev Complete FC Tested Quickspec Complete Test Complete Grand Total Iteration \Finance and Billing 235 \Project Management 178 \Project Management\Manage Contract 11 \Project Management\Manage Delivery – Expense 11 \Project Management\Manage Projects 11 \Resource Management\Request Management 77 \Resource Management\Resource Management 66 Iteration \Finance and Billing 11 \Project Management 46 \Project Management\Manage Contract 11 \Resource Management\Resource Management 812 Grand Total

Executing Iteration Workshop As-is AX Processes using best practices Iteration Backlog Triaged List based on defined Project Scope Backlog As-is AX Processes using best practices Iteration Backlog As-is AX Processes using best practices Iteration Backlog Backlog List in VSTS

IDTitleReq. ID Quick Spec Reference Sub Process ID Descriptio n Notes and Comments StateArea PathIteration Assigned To Capability Area Business Rule Business Review Comments Backlog List in VSTS

VSTS Backlog / Test Cases

Backlog Status Iteration 1 Backlog Status: StateIteration 2Iteration 3Grand Total Active12517 Closed11 Proposed14 Resolved29 Grand Total Unresolved ActionIteration 2Iteration 3Grand Total Business Action8210 Delivery Action437 Grand Total12517

SUMMARY

CPE Credit Code: 53C2 Complete Surveys Final reminders 25

Speaker contact info 26 Headshot And/Or Company Logo 26