Systems Implementation Planning and Project Management

Coordinate client’s implementation team and vendor’s consulting team to execute the implementation plan within the designated time and budget. Identify implementation obstacles and work with management to overcome them. Where necessary, facilitate workshops to resolve complex implementation issues such as chart of accounts design, cost code structuring, or forecasting methodology. Provide necessary project management and administration throughout the implementation.

Step-by-Step Process:

  1. Implementation Planning Session
    • Assemble implementation team
    • Set goals and objectives
    • Assign team responsibilities
    • Prepare project plan and schedule
    • Assign QA responsibility and develop procedures
  2. Training
    • Develop training schedule
    • Confirm preparation of training environment
    • Ensure qualified training resources are scheduled from the vendor
  3. Design and Setup
    • Facilitate workshops for critical setup decisions (e.g., chart of accounts, cost code structures)
    • Facilitate design presentation workshop
    • Ensure all team leaders are prepared for setup responsibilities
    • Identify, document, and coordinate any custom programming requirements
  4. Testing
    • Assist with the development of test scripts
    • Verify testing results
    • Ensure testing is performed for custom programming and unique reports
    • Coordinate integrated conference room pilot (CRP) and develop follow-up action plan
  5. Data Conversion
    • Develop data conversion strategy and schedule for automated and manual tasks
    • Identify internal and/or external resources required for data conversion function
    • Secure necessary tools for completing data conversion
    • Develop testing process and train team leaders or conversion manager
  6. End-User Training
    • Develop end-user training schedule
    • Review training and end-user documentation
    • Ensure training environment and team are ready
  7. Go-Live
    • Perform readiness assessment
    • Ensure necessary resources are on site during go-live week
    • Conduct management out-briefing and prepare final assessment with recommendations for next phase