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

2. 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

3. 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

4. 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
days
6 - 8 days
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

5. 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

6. Standard Solution Description > Target Solution Description2 1
Functional Overviews
Functional Overviews 4
Description of Standard Solution
Description of Standard Solution
Description of Target Solution
Scoping Interviews
Scoping Interviews 3

7. 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

8. Standard Solution > Target Solution1 2 3
Standard Solution
Standard Solution
Description of Target Solution
Description of Target Solution
Target Solution

9. 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

10. 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

11. 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

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

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

14. Project Planning and Preparation
> 02 Steering\PI001

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

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

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

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

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

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

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

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

23. Installation Checklist
> 05 Procedures\PR005    

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

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

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

27. 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

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

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

30. 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…