ERP Implementation Methodology

RSI ERP Implementation Philosophy

Our implementation approach is a very structured methodology that we have executed in the past and is the basis for our blueprint for covering all phases of the project. We use a five stage approach that can be tailored to our client’s specific needs.

The following five stage methodology is broken up with multiple phases within each of the five stages.

Stages

Stage 1 = Preparation

Ø  Project Overview, In Scope, Out of Scope, Status Summary, Staffing, Issues/Concerns Ø  Creation of  Project Plan Ø  Orientation and Kickoff Meeting

Ø  Network connectivity, new hardware installed and working Ø  Acquire 3rd Party Software Ø  Determine and document Back Up and Recovery Schedule

 

   

Stage 2 = Discovery

 

Ø  Impact Analysis Questionnaires (Current Processes) Ø  Document existing user security (group level)

 

  

Ø  Net Change Classes, if going to different version of software Ø  Training Classes on key modules

 

 

Ø  Time to explore the system & learn & experiment to establish a solid foundation for the Model Phase Ø  Decision on what modules to implement Ø  Steering Committee & Project Lead sign off that discovery is complete

 

  

Stage 3 = Model

 

Ø  Identify all conversions Ø  Develop Conversion Design Specifications Ø  Steering Committee & Project Lead sign off

 

 

Ø  Identify all modifications Ø  Develop Modification Functional Design Specifications Ø  Steering Committee & Project Lead sign off on each modification

 

 

Ø  Identify all Interfaces Ø  Develop Interface Functional Design Specifications Ø  Steering Committee & Project Lead sign off on each interface

 

 

Ø  Initial Modeling Workshops Ø  Finalize Modeling Workshops Ø  Steering Committee & Project Lead Sign off on each application

 

 

Ø  Create initial Roles Profiles Ø  Create initial User Profiles

 

 

Stage 4 = Configure 

 

Ø  Receive Third Party Software Ø  Receive Hardware Ø  Install/Configure Foundation Hardware/Software Ø  Steering Committee & Project Lead Sign off

 

 

Ø  Develop - Application Modifications Ø  Develop - Workflow Modifications Ø  Develop - Report Modifications Ø  Steering Committee & Project Lead Sign off

 

 

Ø  Review Design Specifications Ø  Develop Conversion Programs Ø  Test Conversion Programs Ø  Schedule Conversions Ø  Steering Committee & Project Lead Sign off

 

 

Ø  Development Ø  Steering Committee & Project Lead Sign off

 

 

Ø  Review of converted data and inputted data for specific modules Ø  Steering Committee & Project Lead Sign off

 

 

Ø  Versioning Ø  AAI’s, Activity Rules, Control Tables, Company Options and Constants Ø  Steering Committee & Project Lead Sign off

 

 

Ø  Review of existing documentation Ø  Creation of new documentation Ø  Steering Committee & Project Lead Sign off

 

 

Ø  Develop Training Objectives Ø  Develop Training Material Ø  Schedule training, physical location, days, times Ø  Steering Committee sign off on Training Objectives, Plan & Schedule.

 

 

Ø  Identify users & their roles Ø  Develop (create user profiles & roles & assign users) Ø  Testing Ø  Steering Committee & Project Lead Sign off

 

 

Ø  Publish Objectives for Unit Prototype Testing (includes security, conversions, interfaces, mods & applications) Ø  Prepare Cutover, Deployment, Conversion & Triage plans

 

 

Ø  Preparation for ICRP1 Ø  Perform ICRP1 Tests Ø  Perform Stress Tests Ø  Document Issues Ø  Resolve Issues Ø  Re-Test

 

 

 

 

Ø  Preparation for ICRP2 Ø  Perform ICRP2 Tests Ø  Perform Stress Tests Ø  Document Issues Ø  Resolve Issues Ø  Re-Test Ø  Readiness Assessment Ø  Steering Committee Sign off on ICRP2

 

 

 

 

 

 

Stage 5 = Go Live

 

Ø  Develop Readiness Checklist Ø  Determine End User Participants Ø  Perform Readiness Tests Ø  Document Issues Ø  Resolve Issues Ø  Re-Test Ø  Steering Committee Sign off on Acceptance Testing

 

 

 

 

Ø  Perform Training Ø  Steering Committee Sign off on End User Training

 

 

Ø  Pre-Implementation meetings Ø  Review of Go Live Task list Ø  Execute Implementation Plan to Production Environment Ø  Review by Business once system is up and running Ø  Go / No Go Decision  (Project Team Leaders & Steering Committee)

 

 

 

Ø  Transfer to support environment Ø  Train ongoing support team Ø  Prioritize issues Ø  Monitor and adjust system Ø  Perform Review