Fully define the scope

Create the Team organization chart

Establish the Project Charter and Project Plan

Analysis Phase Template

Manage issues, scope and milestones

Manage project costs

Create the Benefit realization action plan

Create the Project communication plan

Manage issues, scope and milestones

Refine your Business Blueprint

Build business realization tracking and measurement tools

Manage issues, scope and milestones

Perform implementation QA

Coordinate go-live

Project closure documentation

Individual knowledge transfer plans by role

Develop and track benefit realization measures

Create Metrics to support sustainable performance

Gather business requirements

Collect existing data standards

Identify high level business issues

Analyze drives of COA structure

Design COA

Design data standards

Conduct gap analysis

Design functional specifications for reports, interfaces, conversions and extensions

Design/ Configuration workbooks

Configure your development system

Conduct gap analysis

Create Integration (user acceptance) test plans and scripts

Test

Prepare for transition / cut-over

Troubleshoot process / implementation issues

Create a detailed cut-over plan

Complete cut-over

Upgrade your database and O/S environment

Prepare workflow enhancement plan

Evaluate current shared services

Identify and analyze organization structure

Identify high level processes and performance measures

Design target process model

Design organizational model

Identify quick wins

Document "to-be" end user processes

Define resources and skill sets

Align processes with other corporate objectives

Define roles and responsibilities

Create a detailed process model

Perform system testing

Perform user acceptance testing

Manage cut-over effort

Validate live process results

Create detailed policies / procedures

Plan a phased improvement plan for shared services

Implement continuous improvement program

Set up your development environment

Perform infrastructure gap analysis

Define security strategy

Define interface, conversion and reporting strategy

Set up your development environment

Define high level to-be applications architecture

Set up technical and testing environments

Create the data conversion strategy document

Create technical specifications for reports, interfaces, conversions and extensions

Create unit test plans

Create security authorizations

Set up production environment

Code RICE elements

Set up remote connectivity

Carry out system, integration and end to end testing

Execute and validate data conversions

Support production

QA Test your technical environment

Execute and validate data conversions

Support production

Optimize your systems performance

Produce a technical upgrade plan

Archive production system data

Conduct a technical review

Develop change management strategy

Develop training strategy including project team, super user and end user

Develop documentation and knowledge transfer strategy

Develop / execute change management plans

Assess change readiness

Establish templates and documentation standards

Train your team

Create the stakeholder management plan

Create training materials

Develop and execute change management plans

Assess change readiness

Establish templates and documentation standards

Train your team

Create the stakeholder mgmt plan

Create training materials

Deliver train-the-trainer and end user training

Execute go-live change management support activities

Create and staff your help desk

Plan a phased improvement plan for shared services

Communicate project benefits

Maintain end user training manuals