1. Implementation Overview EOB Methodology John PolichSeptember 2014

2. 2 Project Approach Methodology Roadmap Toolbox and Documents Key Resources and Responsibilities Agenda EOB Methodology

3. 3 EOB Methodology (EOB) Implementation Methodology -Pre-defined scope -Role based processes -Industry best practices -Scope is documented in the Business Process Workbook Pre-definitions include: -Non-customer specific data -Tools and templates -Industry compliance requirements QAD Cloud or On Premise Environments Project Approach EOB Methodology

4. 4 Optimize solutions Reduce/eliminate customizations Leverage best practices Reduce risk Lower costs Standardize way of working Improve time to benefit Baseline for further enhancements EOB Methodology Helps Customers:

5. 5 Methodology EOB Methodology Plan & Control Design, Configure, Validate Test & Accept Deploy & Evolve

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7. 7 Project Planning Workshop Update PMP Update PIP Provide Environment Project Kickoff Workshop Key > Align Expectations Plan and Control EOB Methodology Plan & Control Design, Configure, Validate Test & Accept Deploy & Evolve

8. 8 Business process workshop Set up configuration questionnaire Load pre-configured data (Test) EDI configuration Project team training Data load workshop Data cleanse & preparation Data loading (test) Data validation Design, Configure and Validate EOB Methodology Plan & Control Design, Configure, Validate Test & Accept Deploy & Evolve

9. 9 Test preparation workshop Test preparation Carry out acceptance testing Issue Resolution Test sign off workshop Test and Accept EOB Methodology Plan & Control Design, Configure, Validate Test & Accept Deploy & Evolve

10. 10 Cutover planning workshop Load pre-configured data (prod) Load customer status data (prod) End user training Go - No/Go meeting Load dynamic data (prod) GO LIVE Evaluate & close project Support handover Deploy and Evolve EOB Methodology Plan & Control Design, Configure, Validate Test & Accept Deploy & Evolve

11. 11 EOB Methodology PIP PMP Cutover Plan Data Load Template Workshop Template Test Scripts BPW Delivery Templates

12. 12 Any changes to the Business Process Workbook (BPW), Project Management Plan (PMP) or Project Implementation Plan (PIP) may result in a change of scope Changes in scope are approved through the process defined in the Project Management Plan > Change Control Plan Section Scope Definition & Control EOB Methodology BPW Business Process Workbook PMP Project Management Plan PIP Project Implementation Plan PIP Project Implementation Plan Objectives Processes & Scenarios Budget, Teaming Detail Planning Resources Needed

13. 13 Business Process Workbook EOB Methodology

14. 14 Project Management Plan EOB Methodology

15. 15 Project Implementation Plan EOB Methodology

16. 16 Delivery Tools EOB Methodology Tool Tips Work Instructions System Access Compliance Check Points Metrics Training Operational Metrics Collections

17. Industry Best Practices -Process maps -Work instructions -Compliance requirements -Training materials High level – project team training Role specific – end user training Toolbox EOB Methodology EOB Toolbox

18. 18 Project Flow EOB Methodology Review Process Workbooks Complete Set Up Questionnaire Cleanse Data & Complete Data Load Worksheet Validate Data Load Conduct Process Workshop Conduct Project Team Training Conduct Data Load Workshop Conduct Acceptance Test Execute Cutover Plan Provide Support Build Cloud/On Premise Environment Configure Environment Load Customer Data QAD Joint Customer Go Live

19. 19 Customer -Steering Committee -Project Sponsor -Project Manager -Project Team – Empowerment is key Core Team Members – Primary Business Functions Business Subject Matter Experts (SMEs) -3 rd Party Partners / Suppliers QAD -Project Manager -Consultants Key Resources EOB Methodology

20. 20 Project AreaCustomerQAD Project Management TasksR,AR* Business Process WorkshopC,AR Load Core EOB DataC,AR Project Team TrainingAR Data Preparation & ValidationR,AC,I Data LoadingAR TestingR,AC Train End UsersR,AC Finalise User documentationR,AC Go Live SupportR,AC Task Responsibilities EOB Methodology R = Responsible. Those who do the work to achieve the task and carry overall responsibility for a particular area. R* = Responsible. Responsible for defined scope within the particular project area A = Accountable (Approval). Those who are ultimately accountable/approve C = Consulted. Those whose opinions are sought and with whom there is two way communication I = Informed. Those who need to be kept up to date on progress.

21. 21 Project Plan Business Process Workbook Work Instructions Issues Tracking Data Validation Plan Test log / scripts Training materials Cutover Plan Customer Maintained Documents EOB Methodology

22. 22 Project Approach Methodology Roadmap Toolbox and Documents Key Resources and Responsibilities Summary EOB Methodology

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