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

Primary Objectives of this Presentation 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

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

Overview of the Project Quality Plan (PQP) Scoping 6 weeks Implement 3 weeks Testing 9 weeks Training 4 weeks Support 3 weeks M0 M1 M2 M3 M4 M5 10 - 14 days 6 - 8 days 13 - 19 days 2 days 4 - 7 days 35 – 50 consulting days* over 25 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 * Distribution Suite = 35 days Manufacturing Suite = 50 days 22 weeks from Launch to Go-Live 25 weeks to Final Production Sign-off

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 Support M1 M2 M3 M4 M5 M0

Standard Solution Description > Target Solution Description 2 1 Functional Overviews Functional Overviews 4 Description of Standard Solution Description of Standard Solution Description of Target Solution Scoping Interviews Scoping Interviews 3

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 Support M1 M2 M3 M4 M5 M0

Standard Solution > Target Solution 1 2 3 Standard Solution Standard Solution Description of Target Solution Description of Target Solution Target Solution

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 Support M1 M2 M3 M4 M5 M0

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 Support M1 M2 M3 M4 M5 M0

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 Support M1 M2 M3 M4 M5 M0

PROJECT PLANNING AND MANAGEMENT A Quick Tour of the Standard Edition Tools for PROJECT PLANNING AND MANAGEMENT

Project Configurator > 02 Steering\PI004 Preliminary workload estimation calculated based on Customer requirements

Project Planning and Preparation > 02 Steering\PI001

Project Monitoring > 02 Steering\PI002 Tracking Planned vs. Actual

Project Management > 02 Steering\PI01#, PI02# Review Sign-Off

SCOPING A Quick Tour of the Standard Edition Tools for Scope Implement Test Train Support M1 M2 M3 M4 M5 M0

Functional Overviews Presentation Templates for > 03 Product preparation support\FO-xxx Presentation Templates for Financials Sales Purchasing Inventory Manufacturing Fixed Assets

Scoping Interviews > 04 Scoping presentation\EC### 50 Interview Templates to capture and simplify set-up of Customer configuration requirements

IMPLEMENTATION A Quick Tour of the Standard Edition Tools for Scope Test Train Support M1 M2 M3 M4 M5 M0

Setup Guide Guided drill down to specific configuration and set up functions within X3

Data Migration Procedure and Templates > 05 Procedures\PR001, PR007

Installation Checklist > 05 Procedures\PR005    

Testing A Quick Tour of the Standard Edition Tools for Scope Implement Train Support M1 M2 M3 M4 M5 M0

Acceptance Testing Tools > 05 Procedures\PR003, PR006 Verify that business processes match the stated requirements reflected in the Target Solution Description

Training A Quick Tour of the Standard Edition Tools for Scope Implement Test Train Support M1 M2 M3 M4 M5 M0

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

Support A Quick Tour of the Standard Edition Tools for Scope Implement Test Train Support M1 M2 M3 M4 M5 M0

Start-up Procedure > 05 Procedures\PR005 Ensuring proper understanding of steps to prepare and verify production readiness

On Time, On Budget Up and running in 22 weeks… Scoping Implement Testing 9 weeks Training 4 weeks Support 3 weeks M0 M1 M2 M3 M4 M5 Up and running in 22 weeks…