1. TPS Kick-Off Presentation

2. Agenda Welcome and introductions Overview Project Approach
Customer Programme & Project overview
Silverbear and the solution
Project Approach
Roles, responsibilities & Governance
Definition & Implementation Approach
Indicative project timelines
Project dependencies and constraints
Definition Workshops
Items to review
Infrastructure and environments
Contracts & Commercials
Wrap Up

3. Customer & Project Overview

4. Customer Programme Organisational overview Project overview Market
Number and types of members
Organisational structure
Key revenue streams
Challenges
Project overview
Background
Objectives and key success criteria
Other workstreams

5. Our Mission
Our solutions deliver greater membership value, increase membership acquisition & retention rates and create operational efficiency by providing a central view of members.

6. Our Solution Complete View of your members
Across all departments and offices.
Increasing operational efficiency
Increasing member value
Increasing acquisition and renewals
Membership & Finance
Account Management
Relationship Management
Marketing
Events and Conferences
Stephan. For HTML.

7. Our Solution - Components

8. Project Governance & Approach

9. Silverbear Delivery Team
Patrick Moseley
Delivery Director
Mark Travis (MD)
Commercials
Carl Grieves
Account Manager
Paul Bennett
Product Director
Neel Patankar
Product Architetct
Product Team
Matthew Kelynack
Project Manager
Configuration Consultant(s)
Technical/Solution Lead
Integration & Data Lead
Russell McAully
Development & QA
CRM Consultants
Portal Developers
QA/Testers
Daniel Barzotti
Training Manager
Carolyn McLellan
Operations & Support
Operations
Helpdesk
Lead Consultant

10. Key customer roles Project Manager Subject Matter Experts
Coordination of internal activities, such as organising workshops, managing actions
Identifying issues and risks
Managing related internal projects & plans, for example web content
Key point of contact for Silverbear Delivery Consultant Change management
Change control
Focal point for project within organisation
Chair of weekly project team meeting
Monthly reporting to programme board
Escalation of issues and risks where necessary
Subject Matter Experts
Attendance at workshops to define requirements
Approval of Statement of Work specification
User Acceptance Testing and sign-off of delivered solution
Empowered to make decisions during all phases
These will typically be managers or their delegates from:
Membership
Events
Finance
Marketing IT
Other
Technical/Integration Manager
Role particularly relevant where there is integration to other systems
Agree and own combined systems integration design, plan and implementation
Change control, particularly between suppliers
Issue management and resolution between integration suppliers
Managing relevant IT environment or suppliers, for example PCs or network
Super Users
Understanding configuration options and the configuration implemented
Configuring reference data and other options within solution
Relaying training, where “train-the-trainer” approach used
Assisting staff with best use of the solution
Solution advocacy
Single point of contact with Silverbear Service Desk once live
Typically, super users will be responsible for one or more of CRM, Portal, Events or Marketing
* Subject Matter Experts can also perform a Super User role, so these may be the same individuals

11. Suggested Project Governance
Programme Board
Meet monthly to maintain overview of project(s) progress
Setting and communicating programme vision
Project(s) sponsorship
Strategic decision making
Resolve escalated issues
Budgetary control
Silverbear milestone sign-offs at Director level
FitGap
Statement of Work
UAT completion and handover to support
Engagement with Silverbear Product team
Defined escalation routes in Silverbear
Project Team
Meet weekly (virtual or face to face) to manage project status
During “Definition” phases, progress to agreed Statement of Work (SOW)
During “Implementation” phases, monitor delivery of SOW to plan and budget
Monitor (related) internal projects & dependencies
Own and manage project risk, action, issue and decision log
Change control
Change management & communications
Fortnightly Silverbear Project Status Report

12. Our Approach
Benefits of Buy vs Build Our product reduces project development, risk, time & costs We call it FitGap
Build vs buy

13. Our Approach Benefits of our FitGap approach
Fit Gap product, versioned. Deployment approach. Best practice product 30 deployments. Spider diagram (buy vs build) include operations.

14. Project Approach

15. Data Migration Approach

16. Definition Activities
Phase
Activity
FitGap
Marketing & entities/fields; solution overview and FitGap
Finance; solution overview and FitGap
Event management: solution overview and FitGap
Review Source data/iMIS migration workshop
Website Integration requirements (Silverbear DNN Self-Service)
Prepare demo environment & workshops
Document, review & sign-off FitGap
Scoping, gap analysis, workshops
Membership Management/Journey User Stories
Marketing Management User Stories
Finance User Stories
Event management User Stories
Integration
Website Integration design (Silverbear DNN Self-Service)
Data migration
Data migration design
Testing
Test Cases
Training
Training Needs Analysis & SOW Training Plan
Document, review & sign-off SOW and Plan

17. Indicative timeline & key milestones
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Q1 2016
Kick-Off
Conference
TPS Prep
FitGap
SOW
Build & System Test
UAT, Training & Deployment

18. Project Tracking: Target Process

19. Key Risks, Assumptions, Issues, Dependencies
Item
Mitigation

21. Infrastructure and environments, including working on customer site
Copy of data
3rd Party Contacts & Communication Channels
Contracts & Commercials

22. Review of Meeting
Actions
AOB
Next Steps
Wrap Up