1. n A managed approach to planning and controlling the implementation of complex application software. n A flexible tool kit, designed to support the Project Management function in a custom or package software installation. Systems Project Management Approach

2. n Project organized into Phases; Activities within each Phase. n Project Manager’s Checklists reviewed and completed at the conclusion of each Phase. n Electronic Tools and Templates support use of standards. Systems Project Management Approach

3. n Project Phases: 1. Project Definition 2. Conference Room Pilot 3. Development / Programming 4. System Integration 5. Procedures and Training 6. Conversion and Startup Systems Project Management Approach

4. Project Definition n Activities –Develop Project Mission Statement –Organize Team, Define Roles, Obtain Commitments –Develop Training Plan –Develop Project Work Plan –Install Package Software –Conduct Project Team Training –Develop Project Standards and Procedures –Schedule Conference Room Pilot Planning

5. Project Definition n Project Manager’s Checkpoint –Review/Complete Project Definition Checklist –Review/Complete Software Installation Checklist –Review Procedures and Training Checklist –Review Project Administration Checklist Planning

6. Conference Room Pilot n Activities –Analyze/Document Requirements –Establish System Prototype –Define CRP Scope and Exercises –Conduct Conference Room Pilot –Log Issue Reports –Draft User Procedures –Review and Update Overall Project Work Plan n Project Manager’s Checkpoint –Review/Complete CRP Checklist –Complete Project Administration Checklist Exploring

7. Development / Programming n Activities –Develop Programming & Database Standards –Obtain Requirements Definition Approval –Walk Through High Level Designs –Perform Detailed Design –Code and Unit Test n Project Manager’s Checkpoint –Review Programming and Conversion Checklist –Complete Project Administration Checklist

8. System Integration n Activities –Assign/Resolve CRP Issues –Document System Test Plan –Build System Test Data Model –Conduct System Test –Adjust Custom Programming –Prepare System Hardware and Facilities n Project Manager’s Checkpoint –Complete Project Administration Checklist Testing

9. Procedures and Training n Activities –Finalize User Procedures –Develop User Training Materials –Conduct User Training –Develop Cutover Schedule/Script n Project Manager’s Checkpoint –Review/Complete Procedures and Training Checklist –Complete Project Administration Checklist

10. Conversion and Startup n Activities –Train Operations Staff –Load Manually Converted Data –Run Conversion Programs –Verify Master File Data –Balance/Reconcile Transaction Data –Monitor Transactions, Usage, Balances –Close First Period Books n Project Manager’s Checkpoint –Complete Programming and Conversion Checklist

11. n Conclusion: A successful implementation. –planned –organized –executed –documented Systems Project Management Approach