安达信咨询方法与工具资料库PIWORK

PackagedSoftwareImplementationMethodologyDeliverables:NoDeliverables.PhaseName:ProjectManagementPhaseDeliverables:NoDeliverables.StepName:MobilizeProjectStepDeliverables:AABCRiskSMARTChangeManagementApproachFileServerandProjectDirectoryJobArrangementLetterProjectBinderProjectCalendarProjectTeamProposal-PSSTimeControlTrainingPlan-RFTasks:1.  CompleteProposalandJobArrangementProcessa.  PrepareProposal/JALb.  PrepareWorkplanc.  ConductAAinternalapprovalusingWinSmartd.  Reviewandapprovewithclient2.  CompleteAAEngagementStartupRequirementsa.  CompleteClientAcceptanceFormsb.  SetupJobNumberc.  CreateClientFile3.  FinalizeProjectTeamandResources4.  ConfirmProjectWorkplan5.  IdentifyandconfirmSteeringCommittee6.  OrientProjectTeama.  Projectscopeandexpectationsb.  Company-widecommunicationeffortsc.  CommunicationofReengineeredprocess7.  ConductKick-offMeetinga.  Clientorientationb.  Projectexpectationsc.  Setupprojectsite8.  ImplementProjectAdministrativeProcessesa.  Setupprojectdocumentationbinderb.  Setuptimecontrolc.  Setupprojectcalendard.  Setupprojectfileservere.  Setupprojectstatusreportingf.  Setupprojectbilling9.  EstablishQualityAssuranceReviewProcessa.  QAPartner/Managerb.  QAReviewSchedulec.  QAReviewReporting/Distribution10.  Conductmanagementsessions11.  Finalizesoftwarearrangementsa.  Finalizesoftwarecontractsb.  Finalizeotherthirdpartyrelationships12.  Traininga.  Definetrainingrequirementsb.  DeveloptrainingplanoutlineStepName:ManageScopeandResourcesStepDeliverables:ClientBillingsProjectBinderStatusMeetingStatusMemoTimeControlTasks:1.  Monitorprojectprogressa.  ReviewJobSummariesb.  Reviewprojectteam’swork2.  Manageandmitigateprojectissuesa  Documentissuesb.  Incorporateissuesintocommunications3.  Conductstatusmeetingsa.  Createtimecontrolrepository(e.g.ExcelSpreadsheet)b.  Updaterepositoryeachtimeperiodc.  Calculatefeesandexpensesandcomparetobudgetd.  Communicateissueswithprojectmanager/partnere.  Addressstrategiesforscopeissues4.  Managetimecontrola.  ReconciletimecontrolwithJobSummariesb.  Prepareandsubmitclientbillingsmonthlythroughoutproject5.  Prepareandsubmitmonthlybillings6.  ConductQAReviewsa.  ConductQAattheendofphase/step:-  Design/DesignConfiguration-  Development/SimulateBusinessProcesses-  Testing/TestSystem-  Convert/Roll-Out-  ProjectManagement/FinalizeandApproveb.  ObtainCompletedQAChecklistsandQAMemoc.  Distributetoappropriatepartiesd.  Placecopiesinprojectfile7.  FacilitateChangeManagementStepName:FinalizeandObtainApprovalStepDeliverables:ProjectBinderPSIFinalQAReviewMemoTasks:1.  Compileimplementationdeliverables,testing,conversionandtrainingmaterials2.  Conductfinalreviewmeetingandturnoversystem3.  Confirmapproval4.  Establishpostconversionsupportandarrangements5.  UpdateKnowledgeSharingToolsandRepositoriesa.  Documentprojectissues,strategiesandoutcomeb.  Documentvendorandsoftwareissuesandbugsc.  Compiledeliverablesconsidereduniqueand“BestPractice”d.  SendtoPackagedSoftwareCompetencyTeamLeader-RobertWestheimere.  CompleteKnowledgeBaseQuestionnaire-“EngagementInformation”f.  CompleteKnowledgeBaseQuestionnaire-“LibraryInformation”g.  SubmitKeyProjectDeliverablesconsidered“excellentexamplestoshare”6.  ConductPSIFinalQAReviewa.  ReviewprojectdocumentationandbinderspreparedforclientwithAAQApartner/managerb.  MeetwithclientsponsortodiscusssatisfactionwithAAandconfidenceinassumingsystemc.  Obtain/Confirmclientsign-offonsystemassumptionsd.  Confirmpostconversionexpectationsandarrangementswithclientsponsore.  Reviewprojectbudgetandbillings/collectionstatuswithQApartner/managerf.  CompletePSIFinalQAChecklistg.  PreparePSIFinalQAMemoPhaseName:DesignPhaseDeliverables:NoDeliverables.StepName:TrainProjectTeamStepDeliverables:FunctionalTrainingRequirementsTechnicalTrainingRequirementsTrainingPlan-RFTasks:1.  Refinetrainingrequirementsa.  Reviewtrainingrequirementstoensurethattraininghasmettherequiredneeds2.  ScheduleTraining3.  Conductfunctionaltraining4.  ConducttechnicaltrainingStepName:DesignWorkflowStepDeliverables:BusinessProcessSimulationPlanOldtoNewReportsCrossReferencesSystemParametersandCodesTasks:1.  Preparefordetaileddesigna.  Obtainsoftwaredocumentationmethodologyb.  Obtaindatabasedocumentationmethodologyc.  Obtaincurrentsystemdocumentationd.  Obtainoldreportcontrollists2.  Prepareforworkflowchangesa.  Gathercurrentpoliciesandproceduresb.  Understand/createcurrentprocessworkflowsc.  Interviewappropriatepersonnelforadditionalinformation3.  Designcodingblocks/fileschemes4.  Configuresystemparameter/codes5.  Developscreensandreports(prototypes)6.  Finalizeapplicationreportsa.  Reviewapplicationreportsb.  Modifystandardreportparametersasneededc.  Developuser-definedreportsasneededd.  Identifyfuturecustomreports7.  Reviewchangemanagementissuesandmanageclientprojectteam’sunderstandingandexpectationsa.  Configureinformationflowsandresponsibilities-accountinformationflows,rolesandresponsibilities-  Accountsreceivable-  Generalledger-  Accountspayable-  Costaccounting-  Enterprisemodeling-  Enterpriseconsolidatedplanningb.  Analyzeimpactofthereengineeringprocessonorganizationalstructure-  Understandchangesinrolesandresponsibilities-  Determineadditionalskillsandpersonnelnecessarytoperformnewprocesses-  Determinechangesinreportingstructure8.  PlanBusinessProcessSimulation(BPS)a.  DefineBPSscope,approach,andoverallparametersb.  DevelopBusinessScenariosbasedonreengineeredprocessesc.  DefineBPSprocessingcyclesd.  Identify/DevelopBPSmasterfilesandtransactiondatae.  DevelopscheduleforBPS9.  Conductreadinessassessment10.  DevelopBPSFlowCharts11.  DevelopdetailedBPSscriptsStepName:DesignCustomwareStepDeliverables:ConversionApproachConversionProgrammingWorkplanConversionTechnicalApproachInterface/ModificationsApproachInterface/ModificationsRequirementsProgramSpecificationTasks:1.  Defineconversionapproach/requirements2.  Finalizeoverallconversionplana.  Review/analyzeotherconversion/systemsb.  Finalizemanualversusmechanicalconversionprocessesc.  Finalizeoverallconversioncontrolproceduresd.  Developconversionschedulee.  Developconversioncontingencyplans3.  Designconversionprogram/processesa.  Defineconversionoveralltechnicalapproachb.  Identifytoolsandutilitiesforconversionc.  Defineconversionoveralltechnicalapproach4.  Defineinterfaces/modificationsrequirementsandcontrolsa.  Defineinterfaces/modificationsapproachb.  Defineinterfaces/modificationsrequirementsandcontrols5.  Designinterfaces/modificationprogramsa.  Definetechnicalstandardsforinterfaces/modifications-  Identifycommonmodules/tools-  Definestandardsforinterfaces/modificationsdesigndocuments-  Defineinterfaces/modificationscontrolsstandards6.  EstablishvendorcommunicationandcoordinationprocessesStepName:DesignConfigurationStepDeliverables:HardwareContractsPSIDesignQAReviewMemoPurchaseOrdersTasks:1.  Finalizetechnicalarchitectureandsystemsizinga.  Estimatesizeandperformancerequired2.  Negotiatehardwarepurchases/selectvendorsanddevelopservicelevelagreementsa.  Printersb.  Terminals/PCsc.  CommunicationEquipmentd.  BackupHardwaree.  Cabling3.  Preparepurchaseordersandobtainapproval4.  Design/Configureparameters/codes-(TechnicalInfrastructure)a.  DatabaseManagementb.  SystemDevelopmentToolsc.  OperatingSystemd.  Network5.  ConductPSIDesignQualityAssuranceReviewa.  Reviewdesigndocumentationandspecification,trainingagendasandBPSscriptsb.  Reviewengagementteamcredentials,expertise,training,andexperiencetoconfirmcompetency.c.  Meetwithclientsponsorsandsteeringcommitteetoconfirmdesignunderstanding,agreement,andclientsatisfactiond.  Visitwithusersasappropriatetoconfirmdesignacceptancee.  Reviewtechnicalspecifications,resourceandcomplexity(expectedissues)dealingwithconversion,interfaceandmodificationsprogramming.f.  Meetwithprojectpartner/managertodiscussprojectprogress: deliverables,budgetsandclientsatisfactiong.  CompletePSIDesignQualityAssuranceChecklisth.  PreparePSIDesignQualityAssuranceMemoStepName:QualityAssuranceStepDeliverables:NoDeliverables.Tasks:Pleaseseecross-reference.(Click“ShowCross-Reference”button.)PhaseName:DevelopmentPhaseDeliverables:NoDeliverables.StepName:DevelopBPSEnvironmentStepDeliverables:BPSEnvironmentTasks:1.  Installhardware,systemssoftware,communicationandtesta.  Installhardwareprintersb.  Installother(e.g.backup,UPS)c.  Installcablingrequiredforpilot2.  Installpackageapplicationsoftwareandtesttheinstalla.  Installsoftwareb.  Performacceptancetestc.  Systeminstallationandconfigurationcompleted3.  Establishbackup/recoveryproceduresandtesta.  Setupbackup/recoveryproceduresb.  Testandrevisebackup/recoveryprocedures4.  PreparesiteforBPSa.  Arrange/SetupBPSroomsb.  CableBPSroomsc.  SetupBPSworkstationsandperipheralsd.  TestBPStechnicalenvironment5.  Setupuserworkstations/clientsa.  Hardware/Networkaccessb.  Databaseaccessc.  Softwareaccess6.  Definepreliminarysecurityschemea.  Designsecurityschemeb.  Reviewsecurityscheme7.  Definedatabasefortest/productiona.  Setuptraining,pilot,and“live”database8.  Testenvironmenta.  Identifyanyerrorsb.  TroubleshootandresolveanyconflictsStepName:TrainBPSTeamStepDeliverables:ProjectTeamTrainingTasks:1.  Conduct/Attendprojectteamtrainingforeachapplication2.  Planandprepareusertraining3.  PlanandprepareprocesstrainingStepName:CodeCustomwareStepDeliverables:ConversionProgramsInterfaces/ModificationProgramsTasks:1.  Developinterfaceandmodificationsprogramsa.  Unittestbydeveloper2.  Developconversionprograms/processesa.  Unittestbydeveloper3.  Developconversiontranslations4.  Implementversioncontrolforprogramming,testing,andrevisions5.  MovecustomwarecomponentstotheBPSenvironment(allcustomwarewillnotbecompleteoryetfullytested,butpriorityshouldbegiventocomponentswhicharekeytoathoroughBPS)StepName:SimulateBusinessProcessesStepDeliverables:BPSMasterFileDataBPSReportsBusinessProcessSimulationResultsPSIBPSQAChecklistPSIBPSQualityAssuranceReviewMemoUserSign-offonBPSTasks:1.  PrepareandconductBPSkick-offmeeting2.  Setupsystemparametersandcodes(Usersimulation)3.  Setupapplicationssecurity(Usersimulation)4.  Completemasterfilesset-up(Usersimulation)5.  ProcessBPStransactionsa.  “Normal”Weekb.  “Normal”Month-EndClosec.  “Exception”Weekd.  “Exception”Month-EndClosee.  QuarterEndf.  AnnualCloseg.  CalendarYear-End6.  DevelopandGenerateReportsa.  “Normal”Weekb.  “Normal”Month-EndClosec.  “Exception”Weekd.  “Exception”Month-EndClosee.  QuarterEndf.  AnnualCloseg.  CalendarYear-End7.  ReviewBusinessCaseScenarioprocessingresultsa.  Modify/Updatesystemparametersasnecessaryb.  Identifyproceduralwork-aroundsvs.systemmodificationsc.  Definewrittenproceduresrequiredd.  Obtainusersign-offonBPS8.  ObtainmanagementapprovalofBPS9.  ConductPSIBPSQualityAssuranceReviewa.  ReviewBPSscriptsanddocumentationofissuesandresultsb.  ReviewBPSissuesandstrategiesfordealingwithissuesc.  ReviewBPSsetupandtestingplans/agendasforcompletenessd.  ExaminetheabilityofBPSscriptstoincorporateprocesses,interfacesandmodificationse.  ReviewBPStrainingprogramagendaandmaterialf.  ReviewBPSdocumentationformsg.  Reviewsystemcorrectionandresimulationdocumentationh.  MeetwithclientsponsorandsteeringcommitteetoconfirmBPSprocessandresultsunderstandingandclientsatisfactioni.  Meetwithprojectpartner/managertodiscussprojectprogressdeliverables,budgetsandclientsatisfactionj.  CompletePSIBPSQualityAssuranceReviewChecklistk.  PreparePSIBPSQualityAssuranceReviewMemoStepName:QualityAssuranceStepDeliverables:NoDeliverables.Tasks:Pleaseseecross-reference.(Click“ShowCross-Reference”button.)StepName:FinalizeProductionEnvironmentStepDeliverables:ApplicationSecuritySetUpDatabaseSecurityTasks:1.  Setupproductionenvironmenta.  Review/Updateproductionserveroperatingsystemb.  Setupproductiondatabasec.  Installnewcablingd.  Setupworkstations,printers,andotherperipheralse.  Setupjobschedulingpartitionf.  Testproductionenvironment2.  Setupproductionsecurity3.  Setupcomputeroperationsproceduresa.  Establishproductionbackup/recoveryproceduresb.  Testproductionbackup/recoveryproceduresc.  Establishdaily/weekly/monthlyoperationsproceduresd.  Establishproblemresolutionprocedurese.  Establishservicelevelsmonitoringprocedures4.  Conductcomputeroperationstraininga.  Preparetrainingmaterialb.  Conductcomputeroperationstraining5.  Confirmsystemsizingandperformance6.  Reviewwithclientallresultsanddeliverablesa.  ConfirmapprovalPhaseName:TestingPhaseDeliverables:NoDeliverables.StepName:BuildTestPlanStepDeliverables:SystemTestPlanTasks:1.  PlanSystemTesta.  Definesystemtestapproachb.  Definesystemtestcyclesc.  Definesystemtestconditionsd.  Identify/Developdatatotestconditionse.  Defineexpectedresultsf.  Developsystemtestschedule2.  Developtestschedule3.  Defineandcommunicaterolesandresponsibilities4.  Definetestdataandsteps5.  Preparedocumentationandloggingprocedures6.  Identifysystemprocedures/documentationrequirementsStepName:TestCustomwareStepDeliverables:TestPlansandResults(Customware)TestSign-off(Customware)Tasks:1.  Finalizeinterfaceandmodificationsprograms2.  Testinterfaces/modificationsprogramsa.  Testinterfaces/modificationsprogramsb.  Sign-Offoninterfaces/modifications3.  Finalizeconversionprograms/processes4.  Developconversiontranslations5.  Testconversionprograms/processes6.  Updateversioncontrolforprogramming,testing,andrevisions7.  Documentvendor/softwaretechnicalandperformanceissuelogs8.  Documentissues9.  ResolveissuesStepName:TestSystemStepDeliverables:ProjectBinderSystemTestDatabaseSystemTestResultsTasks:1.  Setupsystemtestdatabase(performance,stress,security)a.  Setuptestdatabaseb.  LoadsystemtestdatabasefromBPSdatabasec.  Review/Updatesystemparameters2.  Performsystemtestcyclesa.  TrialConversionCyclesb.  MasterFileMaintenanceCyclesc.  DailyTransactionProcessingCyclesd.  WeeklyCyclese.  MonthlyCyclesf.  QuarterlyCyclesg.  AnnualCycles3.  Testmodificationandinterfacesthroughthesystem4.  Test/Assessintegration,usersandstress5.  Reviewsystemtestresultsandcorrectsystema.  TrialConversionCyclesb.  MasterFileMaintenanceCyclesc.  WeeklyCyclesd.  MonthlyCyclese.  QuarterlyCyclesf.  AnnualCyclesg.  DocumentResultsofsystemtesth.  Obtainsystemtestusersign-off,andobtainmanagementapprovaltoproceedwithconversion6.  ConductPSISystemTestQualityAssuranceReviewa.  Reviewtestplanandconfirmthefollowingareasareaddressed: performance,stress,testcycles,security,modifications,interfacesb.  Reviewfinaltrainingagendaandmaterialsc.  Reviewtestingresultsanddocumentationofissuesd.  Reviewprogramfixesandresetdocumentatione.  Meetwithclientsponsorandsteeringcommitteetoconfirmtestresultsandclientsatisfactionwiththetestingprocessf.  Obtain/Reviewclientsign-offonsystemtestg.  Meetwithprojectpartner/managertodiscussprojectprogress,deliverables,budgets,andclientsatisfactionh.  CompletePSISystemTestQualityAssuranceReviewChecklisti.  CompletePSISystemTestQualityAssuranceMemoStepName:QualityAssuranceStepDeliverables:NoDeliverables.Tasks:Pleaseseecross-reference.(Click“ShowCross-Reference”button.)PhaseName:Roll-outPhaseDeliverables:NoDeliverables.StepName:ConvertStepDeliverables:LiveSystemProjectBinderPSIConvertQAReviewMemoSystemTestSign-offVerifiedConvertedDataTasks:1.  Developfall-backprocedures/contingencyplan2.  Determinereadinesstoconverta.  Reviewresultsofconversiontestandsystemtestb.  Reviewstatusofdataforconversionc.  Reviewconversioncontrols3.  Defineconversionscheduleoffilesandhistory4.  ConvertDataa.  Performmanualdataconversionprocessesb.  Performautomateddataconversionprocessesc.  Cleanupconverteddataasneeded(manuallyandmechanically)d.  Verifyaccuracyandcompletenessofconverteddata5.  Runreportsandverifyresults6.  Obtainusersign-offonconversion7.  Obtainmanagementapprovaltoproceedwithproduction8.  Beginproductionprocessing9.  ConductPSIConvertQualityAssuranceReviewa.  Reviewconversionreportsandreconciliationdocumentationandissuesb.  Reviewissuereconvertedorfixesdocumentationc.  Confirmreportbalanceswitholdreportsandmappingoccurringcorrectlyd.  Meetwithclientsponsorandsteeringcommitteetoconfirmclientissatisfiedwithconversionprocesse.  MeetwithAApartner/managertodiscussdeliverables,projectbudgets,andclientsatisfactionf.  CompletePSIConvertQualityAssuranceReviewChecklistg.  PreparePSIConvertQualityAssuranceReviewMemoStepName:QualityAssuranceStepDeliverables:NoDeliverables.Tasks:Pleaseseecross-reference.(Click“ShowCross-Reference”button.)StepName:TrainUsersStepDeliverables:TrainingAgendaTrainingPlan-RFTasks:1.  Definetrainingobjectives2.  Developuserprocedures3.  Developtrainingprograma.  Identifytypesoftrainingmaterialsneededb.  Developcontentforthetraining(integrateprocess,policyandprocedureandtechnologytraining)c.  Developtrainingformat/learningaidstosupporttrainthetrainerapproachtotrainingd.  Determinemodulestobestcommunicatesectionsoftraininginformatione.  Finalizecontentoftrainingsessionsf.  Evaluatecurrentskilllevelandknowledgebaseg.  Developevaluationandfeedbackmechanismtoprovidecontinuousimprovementforthetrainingh.  Assesstrainingstaff,facilities,etc.neededtoconducttraining4.  Conducttraining/“TraintheTrainers”a.  ProvideclientusersandMISpersonnelwithaneffectivetrainingofthesystemcapabilitiesandhowtousethemandtheirnewresponsibilities5.  Conductfinalchangemanagementsessionforjobandorganizationalprocessesa.  Assesuseracceptanceofsystemandprocessesb.  Assesstrainingsuccessc.  Reviewmilestonesandrecognizecontributionsd.  Listusers’issuesandopinionstoreviewwiththeclientStepName:ReleaseStepDeliverables:SystemDocumentationTasks:1.  Finalizeandcompletesystemanduserdocumentation2.  Plansoftwareroll-outtoremainingsites3.  ExecuteRoll-out4.  Definepost-conversionsupportarrangements5.  Preparefollow-upschedule6.  TurnoversystemtoclientStepName:SupportStepDeliverables:NoDeliverables.Tasks:1.  Monitorsystemanduserperformance2.  Monitorfirstmonthtransactionsandprocessesa.  Documentandmonitorproblemsreportedb.  Respondtoquestionsandproblemsc.  Communicatetosoftwarevendorsasneeded3.  Monitorandreviewfirstmonthreporting4.  Reviewreportformatswithmanagement5.  ObtainSign-Offonfinancialstatementreportformats6.  Developfirstmonthcloseschedule7.  Closeoutend-userdataentry8.  Documentareastoimproveinnewclosingprocess9.  TuneSystemStepName:QualityAssuranceStepDeliverables:NoDeliverables.Tasks:Pleaseseecross-reference.(Click“ShowCross-Reference”button.)PhaseName:IntegrationManagementPhaseDeliverables:NoDeliverables.StepName:IncorporateReengineeringMethodologyStepDeliverables:NoDeliverables.Tasks:NoTasks.StepName:IncorporateSystemsDevelopment(RADFrame)MethodologyStepDeliverables:NoDeliverables.Tasks:NoTasks.