SureStep Methodology
SureStep Methodology
SureStep Methodology
Sales Optimization
From From
Diagnostic Diagnostic Development
Planning Planning Planning Planning Planning
Preparation Phase Phase
Project Closing
Data
Features /
migration
Deliverables
Business Infra- Functional Technical modifica- Technical and System Optimized
Statement of Proposal Project and Business Data Design Data functionality Technical End User
Process structure Require- Design Test Plan, tions coded End User Go-Live Plan / Configuration Functioning Optimization Processes Upgrade Upgraded
Work Training Process Migration Specifi- Migration coded and Test Results Test Plan Documen- Documen- Project Plan Project Plan
Worksheet Assessment ments Specifi- Test Cases and tested Docu- Checklist Live System Analysis and/or Analysis Solution
Plan Worksheet Plan cations Design tested tation tation
Document cations mentation System
Cross Phase
Processes Business Process Configuration Data Migration Infrastructure Installation Integration Testing Training
Analysis
Project
Management Risk Scope Issue Time & Cost Resource Communication Quality Procurement Sales
Management Management Management Management Management Management Management Management Management
Project Manager Engagement Manager Application Consultant Development Consultant Technology Consultant Business Decision Maker Project Manager IT Manager Key User End User
Manages the project, possibly Facilitates hand-over from sales, Analyses business processes, Evaluates requirements and Analyses existing infrastructure, Makes business critical decisions In larger implementations the Provides information on existing Domain expert, has critical Supports the System Test
together with a customer project communicates with customer describes requirements, facilitates participates in design of estimates required infrastructure, sets related to implementation project, customer may have a dedicated infrastructre and participates in knowledge of specific business and uses the system once
manager. throughout the implementation, gap/fit analysis, designs modifications, develops and unit tests up environments (test, live etc.), controls budget, reviews proposed project manager to drive customer planning future infrastructure. functions, can describe business implemented. Provides
manages customer engagement and modifications, tests modifications, modifications. installs software, optimizes solutions and estimates. May delegate activities in the project. Project May function as primary project processes, helps configure and feedback to be used as
customer relations. configures the system, performs performance, perform upgrades. authority and responsibility to project management is done in cooporation contact at customer site. test the system, trains end users. basis for optimization.
training etc. manager and/or IT Manager. with the consulting project manager.
CONSULTING AND CUSTOMER ROLES SHOWN REPRESENTS A SUBSET OF THE ROLES DESCRIBED IN THE METHODOLOGY
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