Project Plan: Rapid

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Task Name
Project Totals

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Envisioning Phase

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Planning Phase

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Initial Project Discovery

Conduct Kickoff Meeting - Identify Critical Success Factors
Identify Technical Requirements and Architecture
Define Current Hardware Configuration (server and client)
Define Current Network Configuration
Define Current Software Configuration
Review Microsoft CRM Hardware, Software, and Network Requirements
Identify Functional Requirements
Prepare for Functional Requirements Session
Review and Document Business Process
Conduct Source System Review
Develop Functional Requirements
Develop Source Data Requirements
Conduct Gap Analysis (Existing CRM / Microsoft CRM)
Identify Acceptance Criteria
Identify Key User Roles and Decision Makers
Identify/Document Key Functional Areas for Phase I
Identify Support Requirements
Integrate and Approve Requirements
Review Requirements and Reconcile Conflicts
Develop Project Plan
Revise Risk Assessment
Revise Communications Strategy
Develop Gap Analysis/Features Map
Develop Statement of Work for Remaining Phases
Obtain Sign-Off on Integrated Requirements

Project Start-Up Processes

Set Up Service Project
Initialize Project Plan
Identify Steering Committee
Identify Customer Project Management and Team Members
Identify Partner Team: Sales, Project Team Members
Develop Client Communication Plan
Project Control/Reporting Processes
Establish Change Control Process
Establish Issue Management Process
Establish Status Tracking and Reporting Process

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Start
Date

End Date

5/4/2012

Project Plan: Rapid

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Project Initiation Process

Develop Engagement Letter
Document Business Strategy
Review Business Drivers
Review and Refine Project Objectives
Identify ROI Measurements to Be Used
Create and Submit Engagement Letter for Review
Obtain Signed Engagement Letter from Client
Prepare for Kickoff Meeting (agenda)

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Development Phase
Install All Required Software and Test
Design Process
Design End-User, Administrator, and UIM Training
Develop Plans and Outlines: Audience, Approach
Design Testing Plan
Develop Plan and Test Cases
Application User Interface Design
Contacts
Accounts
Activities
Leads
Opportunities
Products
Quotes
Orders
Invoices
Cases
Contracts
Knowledge Base
Application Data Administration
Define Organization and Business Units
Define Users and Teams
Define and Create Roles
Define Remote Users
Define Marketing Administration Data
Define Application Administration Data
Manual Source Data Conversion Design
Map Physical Data Model
Create Data Conversion Plan
Define Data Cleansing Plan
Design Initial Data Load
Review Mappings with Customer
Review Source Data Conversion Design
Configuration Process

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Application User Interface Creation

Contacts
Accounts
Activities
Leads
Opportunities
Products
Quotes
Orders
Invoices
Cases
Contracts
Knowledge Base
Application Data Administration
Create Organization and Business Units
Create Users and Teams
Create and Test Remote Users
Create Marketing Administration Data
Create Application Administration Data
Manual Source Data Conversion
Review Data Conversion Design Document
Test Load of Source Data
Document Data Import Processes
Review Conversion Results
Validation Process
User Review Sessions
Configure/Unit Test Screens for Review Session 1
Conduct URS 1
Obtain and Document User Feedback
Refine Application - Unit Test for Final URS
Conduct Final URS
Obtain Sign-Off on Screen Configurations
System and Integration Test Execution
Conduct System, Interface, and Component Tests
Review Testing Results
Test Support Operations
Final Validation Review, Sign Off
Project Quality Review
Conduct Project Quality Review

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Deployment Phase
Develop Deployment Plans
Deliver End-User, Administrator, and IT Training
Load Source Data
Review Cut-Over and System Usage

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Project Plan: Rapid

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Cut Over to Live System

Cut Over to Live Support
Monitor Systems
User Support and Guidance
Review Cut-Over and System Usage
Obtain Implementation Sign-Off

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Post-Deployment Phase

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Ongoing Project Management

Transition from Project Team to Support

Complete Project Closeout Checklist
Archive Project Files
Write Debriefing Report
Write Staff Appraisals
Perform Benefits Assessment
Write Opportunity Report

Ongoing Consultant Administration: Status, Document

Write Status Reports
Manage Project Plan and Actuals
Manage Change Control
Review and Maintain Issue Log
Maintain Risk Log
Conduct Project Status Meetings
Conduct Client Briefings
Conduct User Communications
Perform Day-to-Day Meetings and Issue Management

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5/4/2012