Consulting MethodologyPartner Implementation

Agenda a. Iterative Methodology

b. Threekit Project Planning

c. Quality Workshop

a. Project Reviews

b. Architecture & Design Reviews

c. Validation

1. Customer Success at Threekit

2. Project Examination

3. Operational Readiness

a. Customer Resourcing

b. Roles & Responsibilities

c. Program Ownership

Customer Success at Threekit

Customer Success at Threekit

Executive

Customer Journey

RenewalCSMs manage renewal conversations

towards the end of their contract term.

New Customer OnboardingCSMs manage renewal conversations towards the end of their contract term.

ImplementationCustomers are assigned a PM-led implementation team for the duration of their project.

Customer SatisfactionCSMs run Quarterly Business Reviews

(QBRs) with cadence check-ins to solicit customer feedback.

AdoptionThe CSM will establish key metrics and

cadence to ensure product adoption.

Go LiveAt the end of the project, customers are onboarded to the support portal and the CSM cadence is set.

Threekit Implementation Methodology

• Architecture

• First Model Iteration

• Quality Workshop

Establish Standards

• Primary Product

• Guided Selling

• eCommerce Integration

• Visual Review

Minimum Viable Product

• New Models

• Additional Accessories

• Advanced Configuration

• Visual Review

Enhancement

• Remaining Phase 1 Products

• Personalized Outputs

• Launch to Production

Go Live

SOLUTION DESIGN RELEASE 1 RELEASE 2 VALIDATION & FINAL RELEASE

Scope management

Discovery occurs naturally

Contingency Planning

Change Management Committee

Task Estimation: Art vs. Science

• Complex vs. Simple• Configuration & User Experience• 3D Models • Materials• Integration

• Design time• Peer design review

• Build hours vs. Validation hours• Set-up time• Visual Review time• Peer review time

• “Yes, and…”• Offering multiple solutions

Visual Review

• Objective:  Obtain feedback to confirm work vector

• Audience is primary project team and stakeholders from both teams

• Presentation of existing assets• Occurs once every two weeks • Owner is the delivery team

Approval Standards & Cadence

• Set Visual Standards

• Approval Leads:  Determine approval owners

• Establish approval timing: Daily & Weekly approvals

• Delivery timing• Approval feedback mode EXAMPLE

Sofa Render Preview

Paisley, Window Pane, Houndstooth

item_XYZ_ABC_1.png

Approval Mode

• How to determine quality through subjectivity

• Establish customer ownership of each workstream

• Establish guiding principles for approvals

• Establish estimated timing for deliverables & approval time

• Establish deliverables that have dependencies

Threekit Project Examination

Role of the Project Manager• Command & Control

• So What?

• Earned value tracking

• VISUAL REVIEW

• Know the overall design

Project Examination

• Occurs weekly

• Seeing through the lens of the customer

• Shiny and fast!

Architecture & Design Review

• Shiny & fast!• Include a UI review

• Establish internal standards for UI, performance, delivery, optimization

• Confirm design direction with broader team• Cross confirmation of architecture design• Idea sharing• View from a different perspective

• Schedule multiple reviews during project

Validation Process

• Use Case/Test Script iteration• UAT and Testing Strategy and

Planning• Defined Testing Periods

• Defined use cases per test period

• Develop a regression test process to validate downstream impacts

• Subset of Use/Test Cases can be used for smoke testing

Release Planning & Operational Readiness

Release Planning & Operational Readiness

• Establish a release strategy within the first month of the project

• Consulting recommendations

• Treat this program as a living entity that will continue to grow and change with your business

• Need user feedback to help guide its growth

• Establish:

• A Program Owner (present & future)

• Technical Administration Team

• Business Administration Team

Customer Resources

• Program Manager• Project Manager• SMEs

• Configuration • Pricing • Integration• Marketing• Sales

• IT Management & Support• Stakeholders

Roles and Responsibilities

Role Responsibility

Subject Matter Expert (Customer)

• Design Participation• Model validation• Configurator validation• Naming conventions & product mapping• Feedback & Approval

Design Lead(Implementer)

• Design Participation• Internal Quality Review• Requirements documentation• Modeling workflow

Modeling / Scanning (Implementer)

• Material scanning• Lighting & scene set up• Art direction

Project Manager (Implementer/Customer)

• Project control & delivery• Resource coordination• Budget• Timeline management• Point of escalation

Stakeholder (Implementer/Customer)

• Feedback & Approval• Resource allocation• Budget approval• Point of escalation

Program Owner

• Owner of Threekit solution and its long term success• Typically someone who has

• Grasp of business needs

• Understands high-level architecture

• Alignment with management for the long term vision • Examples of Activities

• Provide guidance to leadership on areas for improvement and recommended path

• Follow through to ensure technical and business are meeting objectives

• Ensure elevated issues are resolved

Technical Administration

• ThreeKit will require technical resources to administer the platform• Technical Admin duties

• Updates, changes and addition of styles, colors & options

• Updates, changes, and addition of configuration logic

• Implementation of new styles, colors & options• Supporting the transition:

• Provide high-level administrative documentation

• Documentation shared with and transitioned to customer support & success teams

• Assign administrators to initial implementation project

Business Administration• Each functional area interacting with the ThreeKit

tools should have a business administrator• Business Admin duties: 

• Represent business in Customer Advisory Board meetings

• Ensure any manual data is kept up to date

• Review of changes to system output and signoff prior to production release