New Resources Orientation Plan: 05/09/2016 to

05/13/2016
Date
Time
(PST)

Task

Agenda

Deliverables

Prese
nter

Attend
ees

Understand
complete
picture of
project
Understand
project scope,
phases,
timelines,
governance,
roles & team
roles &
responsibility,
communicatio
n plan,
escalations
Common
understanding
of project
background &
scope
Understand
interfaces and
data flow
involved in
current
business
process

Bihari
S

Project
Team

Bihari
S

All
Resour
ces

Understanding
of Blacksmith
basic structure
and
functionalities
Understanding
of each items
discussed

Robert
G

All
Resour
ces

05/09/2016 (MON)
8:30 to
9 AM

9 to 10
AM

New
ResourcesIntroductio
n
Project IT
Kick off
meeting

Kick off deck Presentation/

Project Overview
Q&A

10 AM
to 11
PM

NP
Blacksmith
Project
Introductio
n

11 to
12 AM

LUNCH

12 to 2
PM

Blacksmith
Orientation

Project Background,
Summary, Goal
Blacksmith Introduction
Project Detailed Scope
Technical As-Is To-Be Process
Flow (Legacy Vs Blacksmith)
Current Interfaces
Overview of different Streams
involved
Challenges- NPB Vs NPC,
Time Line, 2 Phases- Upgrade
& Implementation

Programs and Billbacks

Standard Blacksmith
Functionalities
Deduction Management
Off invoice

2 to 4
PM

4 PM to
5 PM

Project
Materials
Review
individually

Open
Session

NP Blacksmith Deck
Project Team Room
Docs by Blacksmith
Tampa Workshop Notes
Reference docs from NPB/
Canada

Q&A

Understanding
of project
structure,
methodology
Understanding
of Blacksmith
utilization in
existing NPB
business
model

N/A

All
Resour
ces

Bihari
S

All
Resour
ces

Understanding
of project
structure,
methodology
Understanding
of Blacksmith
utilization in
existing NPB
business
model
Understand
NPC business
model, E2E
Flow
Understand AsIs process flow
and how can
be mapped to
To-Be process

N/A

All
Resour
ces

Joe M/
Sherri
O

All
Resour
ces

Understand
NPC business
model, E2E
Flow
Understand AsIs process flow
and how can
be mapped to
To-Be process
Understanding
of interface
structure

Joe M/
Sherri
O

All
Resour
ces

All
Resour
ces

Bihari
S

All
Resour
ces

05/10/16 (TUE)

8: 30
to 10
AM

10 to
11 AM

11 to
12 PM
12 to1
PM
1 to 2
PM

Project
Materials
Review

NPC
Business
Processes
Overview1

NP Blacksmith Deck
Project Team Room
Docs by Blacksmith
Tampa Workshop Notes
Reference docs from NPB/
Canada

NPC Business Model Overview

E2E Process Flow
As-Is Processes
Decentralized ProcessesCustomer Services, Brokers

NPC Business Model Overview

E2E Process Flow
As-Is Processes
Decentralized ProcessesCustomer Services, Brokers

Weekly
Status
Meeting
LUNCH
NPC
Business
Processes
Overview2

2 to 4
PM

Review of
Key
Reference
Documents

Blacksmith Interfaces
Configuration

4 PM to
5 PM

Open
Session

Q&A

05/11/2016 (WED)

8:30
AM to 5
PM

BPA
Approach
Discussion

High level strategy

E2E Process Flow
Plan of Action
Questionnaire for Business
AOB

Discuss and
agree high
level approach
for BPA from IT
point of view

Bihari
S
Sean F

All
Resour
ces

Discuss and
agree high
level approach
for BPA from IT
point of view

Bihari
S
Sean F

All
Resour
ces

Understating
of SDM
methodology
Understanding
of Project Time
lines,
deliverables,
risk/ issues

Bihari
S
Sean F

All
Resour
ces

05/12/2016 (THU)

8:30
AM to 5
PM

BPA
Approach
Discussion

High level strategy

E2E Process Flow
Plan of Action
Questionnaire for Business
AOB
05/13/2016 (FRI)

8:30
AM to
12 PM

SDM and
Project
Plan

SDM Presentation
High Level Project Plan
Presentation