Escolar Documentos
Profissional Documentos
Cultura Documentos
Deliverable
A statement of direction and initiative.
Exception
Complete?
An initial project scoping document that identifies preliminary goals. The document shall be limited to 5 to 10 key project goals. Where possible, the goals shall also include numeric objectives (e.g., Reduce time required for financial consolidation to less than 1 business day.) Refer to OptimizeIT resources on Project Prioritization, particularly the Project Charter Creation Template. Amend the scoping document to include verification that packaged applications
The fourth step is a process gate. IT managers must ensure that tools are available that will meet the preliminary requirements. Case studies and client
Complete a business plan that articulates potential benefits. The business plan must be approved by enterprise's senior leadership. Use Info-Techs ERP Business Case Template.
Create a set of requirements and append them to the project documentation. Use Info-Techs ERP Requirements Template
A solution specification is a way to compile information from different stakeholders into a single document that will then form the basis of subsequent activities such as building the RFP and demo scripts. The solution specification is an interim step that preempts extensive late-stage revisions of RFPs and scripts. For additional guidance, see A Solution Specification Simplifies Software Selection. The next step is to identify potential suppliers of packaged solutions. This long list should include considerations such as solution architecture, functional requirements, and vendor reputation. The list should be compiled in consultation with the project team. The vendors must be compared in a
Prepare RFP
Shortlist vendors
Conduct demonstrations
Append the shortlist to the project planning document. Invite vendors to conduct a product demonstration. Compile a demonstration script for the vendors and create a scorecard to be used by members of the project team to evaluate the demonstrations. Info-Tech offers a generic vendor score card: Enterprise Apps Demo Scorecard. Conduct a due diligence assessment for preferred
integrators
Select vendor
Negotiate
The final purchase price and contract terms must be negotiated with the vendor. This process ultimately results in a signed contract. Info-Tech resources on negotiation include the content bundle IT Resource Management: Vendor Management
Append an implementation plan to the overall project plan. Refer to Info-Techs ERP Project Planning & Tracking Tool. Develop a testing plan to supplement the implementation plan.
Implement
Test
Train
Compile an end user preparation plan and include it with the overall project plan.
_____________________________________________________ Info-Tech Research Group tools and template documents are provided for the free and unrestricted use of subscribers to Info-Tech Research Group services. These documents are intended to supply general information only, not specific professional or personal advice, and are not intended to be used as a substitute for any kind of professional advice. Use this document either in whole or in part as a basis and guide for document creation. To customize this document with corporate marks and titles, simply replace the InfoTech Information in the Header and Footer fields of this document.