Implementation Services Methodology

The first step in ensuring a good implementation is in the sales and product evalution process.  Once the project is approved and the software is purchased our sales team prepares a hand off packet for our consulting manager.  Typically our consulting manager is involved in the sales process and demonstration. 

CIS’s standard implementation methodology employs the following major phases and can be modified to fit your company's budget and expectations.   

Project Planning

In this phase, the primary goal is to create a tentative but detailed plan for the system design phase. To accomplish this goal and create an environment conducive to success for the remaining project phases, the following key steps are required:

• The initial implementation planning meeting is held in which we define a tentative timetable and anticipated responsibility assignment.
• A detailed procedure walkthrough and system architecture review is performed to identify critical issues on both application and system levels.
• A refined timetable, task list and a detailed budget estimate are prepared.
• Project team sign-off on a key issues document is required to move to the next phase.

System Design

In this phase, preliminary system design decisions are made based upon the initial project plan created in the preceding phase. This phase generally includes the following key steps:

• Set up of test system, including installation of software application and standard test data.
• Provide detailed training for the project team. These instructor led sessions include hands on training in a classroom environment tailored to assist in analyzing all key processing areas for your specific company as well as learning the new system.
• Define and document all customization and data conversion requirements.

Implementation

In this phase, the detailed plan from the system design phase is carried out. Throughout the process, the status of each key element of the plan is monitored for progress as well as for any changes to the plan that may arise. The key elements of this phase are as follows:

• Perform test data conversions and create the necessary procedures and programmed routines to enable a rapid final conversion process.
• Complete and install customizations, if any.
• Complete previously defined test plans to prove the system functions as required.
• Perform readiness review
• Perform end user training
• Create final punch list Adjust calendar
• Perform system cut-over
• Reconvert final data as desired
• Perform final testing of converted data as desired Install programs on live system
• Onsite assistance during “go live”

Post Implementation

This phase is primarily a review of the go-live process and resolution of any issues that were discovered since the final revision of the system design plan was made.

While the high level stages described above are accurate, the numbers of actual tasks involved is quite large and vary from one implementation to the next.  Keep in mind that CIS will provide our customers with any level of assistance is desired. 

Also see our article on Supporting Dynamics GP in the ERP Software Blog.

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