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Project Management

What do we mean with project management?

 

Whenever we consult or do projects with our customers, our goal is to be as fast and efficient as possible. To achieve this, we need a superb framework that not only provides both the customer and us with a transparent state of the project but also enables both of us to work together with maximum efficiency

We are convinced that the key drivers for successful projects are the three constraints: budget, time and fulfilling all requirements to reach the project’s goal – running  ERP system. 

From our point of view the key task of a project manager is to balance within them and to keep things moving toward a successful completion without compromising quality of the project outcome.

Interfaces

Our project managers are the first person of contact for you and our internal staff. They play a key role in shaping the flow of the projects and making sure that every stakeholder is up to speed. 

They are responsible for the general planning and creation of the project plan, setting up internal and external communication, managing the used project management software and setting up priority lists for all tasks together with the customer. Within all this, their central goal is to keep communication flowing as efficient as possible while keeping project time and budget constraints.

Our three key principles in project management: 

Transparency

We provide a high level of transparency and visibility. We are convinced that this helps running the project more effectively. We achieve the principle of full transparency via our customer portal. It makes all processes connected to the project accessible to you: 

  • Task overview and their status 
  • Spent time
  • Budget status 
  • Change requests
  • Improve their performance

Predictability 

Thanks to our transparent process, our managers are able to anticipate changes to the scope early, to discuss them with you. Predictability enables project teams to address project performance proactively and in a timely manner, through proper management decisions, and thus increase value to your organization e.g. to prioritise and remove unnecessary tasks, to manage expenses for the project and plan personnel resources.

Communication

The flow of information and communication plays an important role in the success of a project. There are three kinds of recurring standard meetings: weekly project jour fixes, update jour fixes and monthly billing jour fixes which are anchored in our process workflow.  Our consultants are open for any question regarding your project and always engaged with your problems.

What we are offer for key managers?

We provide all services needed to run a efficient and
robust business IT infrastructure

Phase 1. meet much. 

After our first contact, we want to take the opportunity to meet you and your specific needs and problems. On this first touch point with the customer’s team we get to know each other, and see if we are a good match

Phase 2. Demo 

We use the information from questionnaires, publicly available client information, and our industry knowledge to tailor your demo. The delivering an on point demo enables you to see us in action and showcases the functionality of the system. After the demo session customers have the possibility to take a look at the system and to try it out by yourself. 

Phase 3. Offer & Signing 

After the demo and further questions, we prepare your quote with a detailed description of all the services and costs. This gives you a first indication of the price tag. We also make all 3rd party costs available, so you can calculate the total cost of ownership.

Phase 4. Kick off

A kick off meeting is equally important for you and for us because it is a first step of many to a successful project launch. The purposes of kick off meeting are

  • Introduce the team which will work on a project, their roles and responsibilities 
  • Onboard customer in much.  
  • Review strategy, goal and project process
  • Establish communication methods while the project and remove potential barriers to success  
  • Finalizing the project plan and timeline
  • At the end of the kick off meeting there is enough time for a Q&A session relating to the project!

    Phase 5. Project Management 

    5.1 Initial set up 

    Before we can start with our kick off workshops, a few general set-up tasks have to be done. This includes setting up your ERP instance and corresponding development & staging instances, domains, mail servers and creating user accounts for the key stakeholders. Depending on the required modules, additional setup e.g. setting up a chart of accounts, is done here as well.

    5.2 Module Kick off

    For each module we set up a kick off meeting. We introduce all direct stakeholders to their future daily workflow within the system. Furthermore, we introduce the project workflow, needed integrations and gather additional requirements.  Afterwards the project plan and timeline for the module/modules should be finalized.

    5.3 Implementation 

    During the implementation our consultants translate customers requirements into the right configurations in your new ERP. Implementation also covers the other aspects such as customization, developing user training and importing data, and integrations with other systems such as Shopify, Salesforce and custom systems.

    In this phase the project leader validates requirements, writes specifications and first testing scripts for them. 

    5.4 Walk through 

    After a successful implementation we set up a walk through meeting. Purpose of this meeting is showing the customer the running system and all required processes in your ERP. If the system’s functionality aligns with the set up requirements for the project or current module, customers start to test the system. 

    5.5 Feedback and testing 

    First, we define the scope of testing with testing manuals/scripts. All ERP modules and features are tested separately and together, all data integrations must be also tested to ensure that the system interacts with other systems as expected. Customers have the opportunity to report bugs and ask questions via our project management portal and will receive a quick answer. 

    5.6. Final Adjustments  

    After the customer feedback we finalize the configuration. Once all requirements of previous phases have been completed, the project team and stakeholder start the final tests. 

    Phase 6. End to End testing 

    The end-to-end testing phase begins when all modules are ready and final adjustments are made. The key stakeholders test the system in its full configuration before it goes live. This is usually the first time where all integrations are working at the same time and users are able to see how their processes will work in a productive system. 

    During this phase we also start working on customized project documentation and long term training materials based on customers needs and wishes. This is the final step before diving into the live system.

    Phase 7. Go live 

    While going live, we provide on site support so questions and issues can be handled immediately. Now project team members are comfortable doing their jobs in the new system. The go live is the culmination of all the work up until this point. 

     

      Phase 8. Continuous improvement

      Once the ERP system has gone live, the purpose of the project team will shift. Over time, as the way the users work within the system evolves, adjustments and changes to the system configuration may be needed. After the go live phase we attach great importance to having a meeting where we come up with a Lessons Learned knowledge database and useful project information as they move into the post-implementation support mode. We regularly check how well the implemented ERP solution still meets your unique requirements and we work together on continuous improvement of ERP systems (additional requirements if they are needed, system performance, version update etc.)