client involvement in projects - bdo canada...planning design configuration testing deployment...

Client Involvement in Projects

Kelly Hagen, PMP

Tammy Robertson, Project Manager

This is YOUR project.Have fun with it!

Name it!

Phoenixa Phoenix obtains new life by arising from the ashes of its

predecessor

• Define your project• Define a project team• Provide the team ample time to work on the project• Provide the tools required to be successful

Getting Started

What does a client project team look like?• Project Sponsor• Project Manager• Subject Matter Experts / Power Users• Data Testers and Validators• IT Team

BDO Project MethodologyPlanning Design Configuration Testing Deployment Support

Objective• Understand the functionality needed to achieve the business objectives

Deliverables• Business Function List, Hierarchy and Process Workflow Diagrams• Functional Requirements Document• Project Charter (Project Governance)• High Level Project Plan for the completion of the project• Project Budget estimate for the completion of the project

Client Responsibilities…

BDO Project MethodologyPlanning Design Configuration Testing Deployment Support

Client Responsibilities • Be Contributors not Attendees – Choosing the ‘right’ resources to participate• Prepare Materials for the Workshops – Comprehensive RFP, Materials completed• Explain Processes and Business Requirements during Workshops – Power User Interviews• Review and validate BDO Prepared Deliverables – Project Manager / Executive Sponsor

BDO Project Methodology

Objective • Document how the proposed solution will be developed

Deliverables• Business Functions Definition Document• Fit/Gap Analysis• Custom Specification Documents• Scope Document• Statement of Work for Balance of project


Planning Design Configuration Testing Deployment Support


Client Responsibilities • Be Familiar with the Deliverables from Planning Clear Understanding Ask ?’s• Explain Specific Business Rules and Unique Requirements Use Cases• Review and validate BDO Prepared Deliverables Gap Analysis• Test Scripts and Validation documents SharePoint Checklists, Test Scripts &

Validation Documents



Objective• Build the solution

Deliverables• Working Solution, ready for training and testing• Test Plan• Issues Tracking Document




Client Responsibilities • Contribute to Solution Configuration Sessions Know your Software!• Explain Specific Business Rules and Unique Requirements User Interviews• Review and validate BDO developed Solution Requirements Checklists



Objective• Prepare the organization to test the solution by providing training and then to execute on

the solution testing.

Deliverables• Training Sessions• Testing and Support to Testing• Issues Tracking (track issues raised during testing)• Go Live Plan




Client Responsibilities • Attend Training to prepare for Testing Plan Ahead – Publish Training Schedules• Execute Test Scripts Prepare Checklists Document Test Results Snagit !!• Consider “Sunny Day” and “Cloudy Day” Someone to play Devils’ Advocate• Non-Functional Testing Stress Tests Multiple Users to Test Performance• Track issues in a collaborative workspace – Client portal (SharePoint)



Objective• Deploy the solution in the live environment

Deliverables• End User Training• Final Acceptance• Execution on Go Live




Client Responsibilities • Know the Solution User Quizzes Training Documents Day in the Life• Train other Project Team Members Feet on the Ground at Go Live• Prepare the Users for Cutover Create Checklists for Cutover – System Prep• Data Validation Scrub Data• Mock Go Live(s) Test the Cutover Process in Advance



Client Responsibilities • Make It Fun!


Beads: Given out for each successful transaction !

Certificate: Completing NAV Training

Prize Board: Daily ‘Extraordinary Effort Awards’Survival Kits: Just Making

things Fun


Objective• Identify the roles and processes to be followed for subsequent support after the solution

has been transitioned to the users.

Deliverables• Support Agreement




Client Responsibilities • Know the Solution Train the Trainer Internal Documentation• 2nd Line of Support to Users IT Helpdesk – Snagit! Did you Know?


So what is the client involvement?• Do you sit back and wait?

• Participate!!

• If resources are limited?• Testing, Testing, Testing

• How can participation reduce cost and risk?• Use your partner in areas that support your team!

Questions?Kelly Hagen – [email protected]