Project Manager

Workshop
Robert Smith
dd/mm/yyyy

© 2020 The Sage Group plc or its licensors. All rights reserved.
 Agenda
• Overview of STREAM • What do you remember? • What do you remember? • What do you remember
• Review of Kickoff Meeting • Student Presentation of • Presentation of Individual • Presentation of Individual
& Deck Kickoff Slide Assignments Assignments
• Assignment of Kickoff • Project Planning, SOW, • Status Calls, Steering • Managing the Project
Presentation Sales Handover Checklist Committee Meetings, Ad- Team
• Team Exercise • Data Migration, Design Hoc Calls • Change Control v Change
• Summary Workshop Review • Project Action Items, Management, Change
• Team Exercise Risks, PSF-ESR, Budget Documents
• Individual Assignments • Individual Assignments • Summary
• Summary • Summary

Day 1 Day 2 Day 3 Day 4

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 2
Agenda
• What do you remember? • What do you remember? • What do you remember?
• Workshop, Training, UAT • Closing Projects • Project Do’s & Don’ts,
Review • Team Exercise Listening Tips
• Team Exercise • Consulting Mentoring/PM • Team Exercise
• Dry Run & Go-Live as a Leader • Review of Sage City,
• Team Exercise • Team Exercise STREAM on Sage U,
• Summary • Summary STREAM Subscription

Day 5 Day 6 Day 7

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 3
 Class Introductions

• Who you are?

• What company do you work for?

• Location?
• How long have you been in Project
Management?
• ERP Software Knowledge
• Favorite Hobby

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 4
 Mastering Sage X3
Kick-Off Presentation
STREAM Methodology

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 5
 Professional Services
S.T.R.E.A.M
Support Transform
Respond Engage Adopt
Methodology
Kick-Off Meeting Agenda

Agenda for the Kick-Off Meeting should be agreed with the

Customer Project Manager in advance

Sample Agenda:
• Introductions
• Who are Sage?
• Project goals and objectives
• Scope
• Timeline
• Explain implementation methodology
• Roles and Responsibilities
• Programme Governance

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 7
Sage Group

£1.3bn 13,000
Revenue 1 2 Colleagues

#1 30
FTSE Tech 4 3 Years

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 8
Sage Professional Services

3650+ 50
Professionals Countries

2,250,000 4,000
Customers on Sage X3

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 9
Customers for Life

Care Respond Enable Measure

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 10
Your Project

INSERT CUSTOMER NAME & LOGO

Sage X3

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 11
Project Goals and Objectives

Describe the project’s main strategic objectives as described in the specifications document or
Request for Proposal (expected benefits, organizational changes)

This section is to be written by the client!

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 12
The Sage X3 Implementation Methodology

Sage X3

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 13
The Sage X3 Implementation Methodology

KNOWLEDGE TRANSFER

Define Initiate Design Build Validate Deploy Adopt

PROJECT GOVERNANCE

COMMUNICATION QUALITY SCOPE COST RISK

MANAGEMENT MANAGEMENT MANAGEMENT MANAGEMENT MANAGEMENT

CHANGE MANAGEMENT

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 14
The Methodology Objectives

Ensure

01 02
01 Quality
Compliance
Communication

Guide
02 Process Mapping
Definition of Setup
03 Testing

Enable
03 Knowledge transfer
Self Sufficiency
Customer Success

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 15
Indicative Timeline

Period 0 Period 1 Period 2 Period 3 Period 4 Period 5 Period 6 Period 7 Period 8 Period 9 Period 10 Period 11 Period 12
Phase
Define Project Approval

Initiate

Design Design Gateway

Build

Validate UAT Gateway

Deploy Go Live

Adopt

Key project gateways

Note: The above is a high level summary and indication of the key phases that are required to inform any detailed plan. Exact timelines will be
confirmed through formal project planning, and are subject to resources, design and project dependencies

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 16
Phase by Phase

Sage X3

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 17
The Sage X3 Implementation Methodology

KNOWLEDGE TRANSFER

Define Initiate Design Build Validate Deploy Adopt

PROJECT GOVERNANCE

COMMUNICATION QUALITY SCOPE COST RISK

MANAGEMENT MANAGEMENT MANAGEMENT MANAGEMENT MANAGEMENT

CHANGE MANAGEMENT

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 18
 Define Phase
Define Initiate Design Build Validate Deploy Adopt

Core Services Activities Prerequisites

• Sales to Services Handover • Presales team has documented response given to client
• Services Proposal • Scope of software modules is available
• Risk management • Client documents are shared with PS: RFx
• Customer readiness
• IT pre-requisites
• Engagement with subcontractors
• Subcontracting Agreement and SOW Customer Resources
• Success criteria • Sponsor
• Support Options • Program Manager
• Governance • Key business representative
• Data Strategy • IT
• Sizing and Performance Metrics • Procurement
• Deployment Strategy
• SOW and PSA

Typical Duration
• 1 to 6 months

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 19
 Initiate Phase
Define Initiate Design Build Validate Deploy Adopt

Core Services Activities Prerequisites

• Project Kickoff • Signed contract
• Develop Initial High Level Project Plan • Customer prerequisites (access to facilities, system access,
• Deployment Strategy validation resources, …)
• Detail Project goals, benefits and objectives
• Quality Assurance Plan (for large projects)
• Installation of the software (small projects)
• Data strategy discussion Customer Resources
• Discovery sessions • Sponsor​
• Assign pre-work to customer • Program Manager​
• Gateway Sign Off • Key business representative ​
• IT

Typical Duration
• 1 week to 1 month

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 20
 Design Phase
Define Initiate Design Build Validate Deploy Adopt

Core Services Activities Prerequisites

• Solution Design Document (SDD) • Hardware installed and ready
• Detailed Technical Design (DTD) for customizations and advanced • Pre-assigned tasks completed (includes sample reports, examples
configurations, and integrations of suppliers, products, invoices, sales orders, POs, etc)
• Installation of the software (large projects)
• Base parameters setup
• Master data templates
• Core Team Discovery Overview and Training Sessions (Train the
Trainer)
Customer Resources
• Program Manager / Project manager
• Design workshops for business process reviews
• Subject Matter Experts
• Enhancements under change control
• Business Sponsor (for Steering Group)
• Prototyping/Wireframing (large projects)
• IT
• Steering Committee
• Core Team Members
• Gateway Sign Off

Typical Duration
• 1-3 months

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 21
 Build Phase
Define Initiate Design Build Validate Deploy Adopt

Core Services Activities Prerequisites

• Configuration of solution based on solution design document • Signed SDD and DTD
(SDD) and detailed technical design (DTD) • Data conversion templates provided (master data, transactional
• Development of Customer specific data etc.)
enhancements/Interfaces/Reports/Workflow
• Initial Customer data collection using supplied templates
• Training strategy & training plan
•
•
Cutover strategy
Role based security setup and User access control
Customer Resources
• IT
• Documentation of operational procedures to commence by
customer • Core team
• Customer development of user acceptance test strategy and test • Programme / Project Manager
scripts
• Unit testing of configuration/enhancements/customizations,
legislation and interfaces
• Solution system testing
• QA Review
Typical Duration
• 3 to 4 months

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 22
 Validate Phase
Define Initiate Design Build Validate Deploy Adopt

Core Services Activities Prerequisites

• Customer production of End User Training Documentation • Data conversion first pass complete
• Customer led backup plan test and process • User Acceptance Testing documentation complete
• Cut-over Plan complete
• Sage Internal Quality Assurance Check
• Customer documented Operational procedures (80% completion Target)
• System Integration testing
• Execution of test plans and procedures documents
• User Acceptance/Conference Room Pilot
• Preparation of Test Folder for User training Customer Resources
• Customer Preparation for End User Training • IT
• End-user training by customer (Using Documentation) • Core team
• Finalize data conversion • Programme / Project Manager
• Cutover preparation • Subject Matter Experts
• Dry-run of cutover
• Preparation of production environment
• Communication to customer of support transition plan

Typical Duration
• 1 month

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 23
 Deploy Phase
Define Initiate Design Build Validate Deploy Adopt

Core Services Activities Prerequisites

• Execution of cutover activities • System preparation complete
• Cutover of data • Go / No Go Decision by Steering Committee
• Interfaces initialization
• Systems cutover
• Go-live support
• First month-end closing
• Go Live for initial Business Area as defined in deployment strategy Customer Resources
• Gateway Sign Off • IT
• Core team
• Programme / Project Manager
• Subject Matter Experts
• Key Business Sponsor

Duration
• 1 month

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 24
 Adopt Phase
Define Initiate Design Build Validate Deploy Adopt

Core Services Activities Prerequisites

• Support transition • First Month completed
• Post Implementation Review with lessons learned • Business as Usual State
• Correction of outstanding issues identified in UAT
• Hypercare
• Plans for the future and optimization

Customer Resources
• Programme Manager / Project Manager
• Key Business Sponsor
• (Potentially Subject Matter Experts)
• Customer Support

Typical Duration
• 0-3 months

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 25
The Sage X3 Implementation Methodology

KNOWLEDGE TRANSFER

Define Initiate Design Build Validate Deploy Adopt

PROJECT GOVERNANCE

COMMUNICATION QUALITY SCOPE COST RISK

MANAGEMENT MANAGEMENT MANAGEMENT MANAGEMENT MANAGEMENT

CHANGE MANAGEMENT

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 26
 15 Minute Break
Q&A

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 27
Project Governance - Organization

Steering Committee Customer

Sponsors
Sage

Customer Sage Program

STRATEGIC DIRECTION
Program Manager Manager
ISSUE ESCALATION

Project Committee
Project Manager Project Manager

Core Team
System Functional Technical
IT Business Analysts
Administrator Consultants Consultants

Specialists
Center of
Specialists Key Users QA Specialist Instructors
Excellence

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 28
Global Deployments

GLOBAL
LOCAL PHASED GLOBAL SOLUTION COMPLIANT
FRAMEWORK &
REQUIREMENTS ROADMAP WITH LOCAL REQUIREMENTS
PROCESS

Global Framework Localisation

• Organizational Structure • Local Processes

• Security & Profiles • Local Legislation
• Common Processes • Translations
• Approvals & Notifications • 3rd party integrations
• Reporting & Analytics
• Global Integrations

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 29
Multi-Site/Multi-Phase Implementations
Global Governance

Centre of Excellence

Develop Blueprint

Define Initiate Design Build Validate Deploy Adopt

Implement Sites

Define Initiate Design Build Validate Deploy Adopt

Define Initiate Design Build Validate Deploy Adopt

Implement Sites

Define Initiate Design Build Validate Deploy Adopt

Define Initiate Design Build Validate Deploy Adopt

Define Initiate Design Build Validate Deploy Adopt

Knowledge Transfer

Change Management

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 30
 Global Approach
Area Key Activities Key Outputs

Governance
Programme Issue
Tight

Integrated Resource and Dependency led plan

Governance Clear Strategy Management
Model and review governance

Global Template ‘Locked-down’

System Global Fit Gap Programme Sign Off Global
Capability Discovery Analysis documentation Template
Global
template

Data &
Integrations Robust and
Review Design
Review global & Programme scalable data
Outbound local requirement
Prioritisation Approval &
Review and integration
Processes Sign Off
approach

Localisation Robust Global

Country Framework
Fit Gap Local Fit Gap Global and
Readiness
Analysis Discovery Analysis Local Design
with
Strategy localisation for
compliance

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 31
Project Governance – Tools and Processes
Statement of Work & Design Documentation

Change Control Notes

Gateway Sign Off Documentation

Project Status Reporting

Risk & Issues Log

Phase Review and Lessons Learnt Review

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 32
Change Management

Change management is the planning and introducing of new processes, methods of

working, etc. in a company or organization.
Cambridge Dictionary

Leadership
Evaluate Assess
Communication
People

Tools
Proc
Stakeholders
Manage ess
Design
Change

Learning
Build

Adoption

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 33
Change Management - Learning

Communication
Business plan & strategy
Process Re-
engineering –
BPR

Learning plan &

strategy

User Adoption
3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 34
The Sage X3 Implementation Methodology

KNOWLEDGE TRANSFER

Define Initiate Design Build Validate Deploy Adopt

PROJECT GOVERNANCE

COMMUNICATION QUALITY SCOPE COST RISK

MANAGEMENT MANAGEMENT MANAGEMENT MANAGEMENT MANAGEMENT

CHANGE MANAGEMENT

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 35
 Project Communication

Weekly

Project Status Meeting Task List & Plan Review Risk & Issue Log Review Project Status Report

Monthly

Steering Committee Meeting

Per Project Plan

Gateway Review Sign Off Executive Status Report

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 36
Scope Management

TIME

COST

QUALITY SCOPE USE STANDARDS

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 37
Cost Management

Budget Tracking Change Control

Approve Submit

Review Log

Analyze

Budget Actual Estimated Overrun

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 38
Risk Management
Risk Log

Integrated Risk Management Description Probability Impact Mitigation

Identify

Risk Assessment Matrix

Risk
Review Assess Major Medium High Extreme
Management

Impact of Risk
Moderate Medium Medium High

Minor Low Medium Medium

Seriousness of Unlikel Moder Highly

Risk = y (0- ately Likely
Probability x 33%) Likely (66%-
Control impact (33%- 100%)
66%)

Probability of Risk

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 39
Project Assumptions

Sage X3

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 40
Customer – What do you need to do?
Resources onboarded & upskilled Global consistency in design

Plan work to meet Go Live date Localisation for Legislation and Compliance Only

Prework completed Utilise the Sage Recommended configuration

Focus on Core requirements User and System Testing

Ensure all core users attend Training Ensure data is cleansed, consistent and complete

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 41
Resource Usage

Customer
50% 50% 30% 30% 70% 70% 80%

SAGE
50% 50% 70% 70% 30% 30% 20%

Define Initiate Design Build Validate Deploy Adopt

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 42
Responsibilities
Activity Sage Customer
Initiation & Planning Provide any pre-requites and guidance on completion of any Complete pre-work assigned and provide to Sage consultants at least
documentation if required one week prior to Design sessions
Design Session Conduct the Discovery Session to review the Workbook and finalize Include all relevant team members
implementation plan
Design Write Up & Playback Create Discovery Document based on decisions from Discovery Review, provide feedback and sign-off on Discovery Document
Session and conduct remote playback session for review prior to promptly
requesting <CUSTOMER> signoff

Configuration Complete configuration based on discovery document; provide advice Support configuration based on discovery document; complete all
and guidance for <CUSTOMER>-implemented configuration templates

Data Migration Provide templates to <CUSTOMER> and migrate data from Complete and provide clean data templates
completed templates into Sage

Integration Develop and test Integration Service Ensure cooperation from all third parties during integration build and
test phase
Quality Assurance Conduct formal internal review of all configuration performed by Sage

Training Deliver System training prior to customer testing​ Attend and/or deliver formal end user training
Delivery end user training (if applicable)
Testing Address issues raised in user acceptance testing (SIT & UAT) Prepare for, conduct, and manager all system integration and user
acceptance testing (UAT) and report issues as outlined in Design
document
Go Live Support go live process and handover to support when stabilized Follow established Sage process for engaging with the support team

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 43
Q&A

??? – picture has wrong product name

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 44
 Team Exercise – 10 min
• Break-out Session
• Whiteboard - Create list of
5 important points/issues
to state/address during the
Kick-Off Meeting
• Will share your list with
rest of class

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 45
 Individual Exercise –
10 min
• Choose a phase slide
• Prepare a presentation
• Be prepared to present
your presentation in class
on start of Day 2

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 46
 Summary

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 47
 Welcome - Day 2

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 48
 Agenda
• Overview of STREAM • What do you remember? • What do you remember? • What do you remember
• Review of Kickoff Meeting • Student Presentation of • Presentation of Individual • Presentation of Individual
& Deck Kickoff Slide Assignments Assignments
• Assignment of Kickoff • Project Planning, SOW, • Status Calls, Steering • Managing the Project
Presentation Sales Handover Checklist Committee Meetings, Ad- Team
• Team Exercise • Data Migration, Design Hoc Calls • Change Control v Change
• Summary Workshop Review • Project Action Items, Management, Change
• Team Exercise Risks, PSF-ESR, Budget Documents
• Individual Assignments • Individual Assignments • Summary
• Summary • Summary

Day 1 Day 2 Day 3 Day 4

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 49
 Knowledge Check

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 50
 Individual Exercise –
Time to Present
• 2 minutes to present
phase slide selected on
Day 1
• Instructor will ask
questions

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 51
 15 Minute Break
Q&A

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 52
 Planning a Project

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 53
Project Planning

Signed SOW (Review

1
SOW)

Planning Tool
2
(Smartsheet v Project)

What do we need to 3
Sales Hand Off
(Review Estimate Tool)

start planning
4 Reach out to Customer

Scheduling –
5 Consultants, Kick-Off,
Installation

How far out should

6
you schedule?

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 54
Core Processes

FINANCIAL General AP/AR Fixed Assets Budgeting Analytical Compliance

MANAGEMENT Ledger reporting

PURCHASING Purchase Purchase Purchase Sub-contracting Receiving Invoicing

MANAGEMENT Planning Request Order & Returns

Warehouse Stock Costing Replenishment Import tracking Quality control

INVENTORY
MANAGEMENT & location movements (multiple methods) & transfers and sampling
management & balances

Configurator, Quotes and Order entry Stock inquiries Packing, Invoicing, export
SALES
pricing and contracts and allocation Delivery declarations,
MANAGEMENT
discounts & Returns credit notes

Contacts Customer SFA Warranty Service orders Knowledge

CUSTOMER
management marketing management management base
SERVICE

Configurator, BOM planning, Routings and Work and cost Traceability, Order release
PRODUCTION
MANAGEMENT options & formulas & scheduling centers quality control
variants recipes management & analysis

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 55
 Data Migration & Design Workshop

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 56
Date Management, Reporting, and Analytics

DATA MANAGEMENT

Management Business Collaboration

Data sources
and modeling intelligence and decision

Collect data from Manage data across Provide users with Distribute consistent
multiple sources, platforms and create self-service reporting, reports across the
including Enterprise consistent analytical inquiry and exploration organization, trigger
Management data, models for users tools, and dashboards alerts and workflows
but also other preconfigured by role based on KPIs, and
platforms (Cloud, and easily adaptable by enable collaboration to
database, csv files, the users make better decisions
Excel…) or historical
data from your legacy
systems.

DATA REPRESENTATION & ANALYTICS

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 57
 Workshops

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 58
Design Workshops

Business Company User role and

Parameters workflows preferences

Business Areas Software Development

& SMEs integrations Tools

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 59
Extending the Sage X3 Solution

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 60
 Team Exercise – 10 min
• Break-out Session7
• Whiteboard - Create list of
5 important topics to cover
during Design Workshops
• Will share your list with
rest of class

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 61
 Individual Exercise –
10 min
• Given assign scenario
• Prepare a presentation
• Be prepared to present
your presentation in class
on start of Day 3

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 62
 Summary

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 63
 Welcome - Day 3

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 64
 Agenda
• Overview of STREAM • What do you remember? • What do you remember? • What do you remember
• Review of Kickoff Meeting • Student Presentation of • Presentation of Individual • Presentation of Individual
& Deck Kickoff Slide Assignments Assignments
• Assignment of Kickoff • Project Planning, SOW, • Status Calls, Steering • Managing the Project
Presentation Sales Handover Checklist Committee Meetings, Ad- Team
• Team Exercise • Data Migration, Design Hoc Calls • Change Control v Change
• Summary Workshop Review • Project Action Items, Management, Change
• Team Exercise Risks, PSF-ESR, Budget Documents
• Individual Assignments • Individual Assignments • Summary
• Summary • Summary

Day 1 Day 2 Day 3 Day 4

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 65
 Knowledge Check

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 66
 Individual Exercise –
Time to Present
• Present the
scenario you were
given on Day 2

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 67
 15 Minute Break
Q&A

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 68
 Meetings

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 69
Project Meetings – Run by the Project Manager

Always have an agenda

Always have an agenda and and send out with
send out with plenty of time plenty of time before
before the meeting the meeting.

• Kick-Off Meeting
• Status Calls
• Steering Committee
Meeting
Be on time (cancel if necessary), • Ad-Hoc Team Calls
Document who is there, if you can’t
document ask someone else to document,
control the meeting

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 70
Project Status Report

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 71
Project Action Items and Risks

Item Name Priority Due Date Assigned To

Additional Medium 04/01/18 Sage
Training
Testing Printers High 04/01/18 Customer

Green Yellow Red

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 72
Project Budget

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 73
Project Budget

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 74
 Team Exercise – 10 min
• Break-out Session
• Whiteboard - Create list of
5 items PMs must discuss
during Status Call and/or
Steering Committee
Meeting
• Will share your list with
rest of class

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 75
 Team Exercise – 5 min
• Break-out Session
• Whiteboard - Create list of
important items every PM
should ALWAYS know
• Will share your list with
rest of class

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 76
 Individual Exercise –
Preparation for Day 4
• Instructor will randomly
select students in the next
session for a “surprise”
topic to discuss
• Make sure you review
what you have learned so
far

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 77
 Summary

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 78
 Welcome - Day 4

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 79
 Agenda
• Overview of STREAM • What do you remember? • What do you remember? • What do you remember
• Review of Kickoff Meeting • Student Presentation of • Presentation of Individual • Presentation of Individual
& Deck Kickoff Slide Assignments Assignments
• Assignment of Kickoff • Project Planning, SOW, • Status Calls, Steering • Managing the Project
Presentation Sales Handover Checklist Committee Meetings, Ad- Team
• Team Exercise • Data Migration, Design Hoc Calls • Change Control v Change
• Summary Workshop Review • Project Action Items, Management, Change
• Team Exercise Risks, PSF-ESR, Budget Documents
• Individual Assignments • Individual Assignments • Summary
• Summary • Summary

Day 1 Day 2 Day 3 Day 4

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 80
 Knowledge Check

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 81
 Individual Exercise –
Time to Present
• Customer Interaction
exercise
• Present assigned Topic

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 82
 15 Minute Break
Q&A

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 83
 PM as a Leader

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 84
Leadership Thought

Ask yourself: What kind of leader do you want to be?

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 85
The Role of the PM

What is the role of the What must the PM

Project Manager? understand about the
• Manage the project - not do the project?
work • Understand the mission of the
• Work is completed on time, customer
within budget and scope, and • Steer the implementation to
with quality reach this mission

What skills does PM need to

possess?
• People skills
• PM’s job is to ensure everyone on the team
has what they need to do their job well
• Must exercise both leadership and
management skills

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 86
Customer Journey with Sage Professional Services

PreSales

Centre of
Products
Excellence

Professional
Services

Support Partners

Learning Projects

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 87
Managing Project Team (Internal)
1 Smile
1

2 Appearance

3 Listening vs Interrupting

4 Be visible

5 Mistakes

6 Be there! (Time Management)

7 Presentations
3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 88
Working with Customers, Partners and Co-Workers

01

Customer
• Define Roles
• Scheduling Constraints
• Go Live Date
02

Partner
• How soon?
• Resource/software constraints
03

Sage
• Consultants
• Program Manager
• Escalation Points

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 89
Teams

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 90
Leadership (with the Team – Customer and Internal

1 Supportive: Teams don’t just happen – they must be built!

Tranistion Assitance: personality conflicts are often caused by poor

2
interpersonal skills. Mentor team members in this area.

Responsive: stay in contact with client even when busy let them know
3 you’ll get back to them and be sure you do.

4
Engaging: Share goals, roles and responsibilities, procedures, and
relationships – in that order.
Adoption: Remind all that they are part of guiding and mentoring each
5 person in the project from the SME, to the end user on the floor, to the
executive on the Steering Committee.

6 Methodology: One way to start team-building is have them participate

in the building the project plan
3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 91
 Team Exercise – 20 min
• Break-out Session
• Whiteboard –
• List 5 things to build team
chemistry (10 min)
• List 5 things that break team
chemistry (10 min)
• Will share your list with
rest of class

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 92
 Change Management vs. Change Control

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 93
Change Management vs. Change Control
What is the difference between Change Management vs Change Control?

Why is it
Changing?

Scope

What will
What is Change be different
Schedule
Changing? Management in the
future?

Budget
Who is
affected by
this
change?

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 94
Change Management
The human side of change

Successful Change Flow

Awareness Desire Knowledge Ability Reinforcement

Define Initiate & Design Implementation Post-Implementation

Phases of a Project

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 95
Change Control
Change must be controlled and communicated.

Sources of change include: scope, schedule and budget adjustments

Crucial Enterprise Management keep the Project Plan up to date

All Change Control Documents must be up to date and signed off

Prioritize and determine which changes are immediate versus what can be done at a later phase.
Push back at all times.

Finally the five Why’s? Ask Why we are doing this over and over until it is agreed it MUST be done

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 96
 Team Exercise – 10 min
• Break-out Session
• Whiteboard – List
differences between
Change Management and
Change Control
• Will share your list with
rest of class

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 97
 Summary

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 98
 Welcome - Day 5

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 99
Agenda
• What do you remember? • What do you remember? • What do you remember?
• Workshop, Training, UAT • Closing Projects • Project Do’s & Don’ts,
Review • Team Exercise Listening Tips
• Team Exercise • Consulting Mentoring/PM • Team Exercise
• Dry Run & Go-Live as a Leader • Review of Sage City,
• Team Exercise • Team Exercise STREAM on Sage U,
• Summary • Summary STREAM Subscription

Day 5 Day 6 Day 7

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 100
 Knowledge Check

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 101
 STREAM Review

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 102
 Sage Methodology – Examples and Soft Skills for
Project Mangers – STREAM Way
• Knowledge share on best practices
1 Support • Understand impact of decisions

• Know the Project Plan –

Methodology • Assist in Change Management
Stick to the project plan 6 2 Transition • Drive the customer to take
• Know Change Control
Processes ownership of the product

• Point out team members successes • Keep communication open

Adopt in training or testing 5 3 Respond • Document all meetings and
• Review processes in Sage X3 with communication
the team early on

4
• Ask for the client to document processes
3/4/2021 Engage © 2020 The Sage Group plc or its licensors. All rights reserved.
• Ask for the client’s PM to update on action items
103
STREAM Overview

Consistency

Provide faster value

Reduce risks inherent to delivery Repeatability Value

Leverage global experience

Flexibility

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 104
 Training & UAT

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 105
Training & UAT (User Acceptance Testing)

Training: Subject Matter Experts

(Train the Trainer) UAT: Test Scripts and Testing
• We are training their team so they not only • Test scripts are to be created by the
can make educated decisions on how to customer we are there to give examples
setup the system but eventually teach and suggestions only
others how to use it.
• Test scripts need to be for all main focus
• During training remind the users that they areas; documented and written up
need to focus on how they want/need to
test the system later. • Recording of the testing needs to be done

• Adapt their processes as opposed to • Document all results/issues

changing the software.
• Great documentation to create user guides
• Take Roll of who attends which training

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 106
Knowledge Transfer

Customers Partners
• Functional Learning • Pre Project:
Key users • Learning Path to
• Business process Certification
documentation • Certification by role
assist • Hands on Case
• Pilot End user Study
Learning • Ongoing Learning
• Rollout End user
Learning pre go live
• Ongoing User
Adoption

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 107
Change Management – Learning

Communication
Business plan & strategy
Process Re-
engineering –
BPR

Learning plan &

strategy

User Adoption
3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 108
 Team Exercise – 10 min
• Break-out Session
• Whiteboard – List 5 items
that are important during
training
• Will share your list with
rest of class

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 109
 15 Minute Break
Q&A

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 110
 Dry Run, Go-Live, Post Go-Live

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 111
Training & UAT (User Acceptance Testing)

Dry Run Go Live/Post Go Live

• Explain the importance of the Dry Run to • Cutover Weekend scheduling and process
the customer (time frame) and assignment
• Review the Cutover Checklist and • Go-Live Week Support
assigned tasks
• First Month-End Closing/Final Steering
• Perform post Go-Live Meeting Committee Meeting
• Go/No Go Decision • Post Go-Live Support

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 112
 Team Exercise – 10 min
• Break-out Session
• Whiteboard – List 10 items
that need to be covered
during the “Dry Run”
and/or “Cut Over”
• Will share your list with
rest of class

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 113
 Fast Start Review/Introduction

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 114
Fast Start – Agile Methodology

Fast Start configuration:

FAST START CONFIGURATION
• 21 Days
• Fixed scope
• Extensive parameters
FINANCE PURCHASING INVENTORY SALES

PRODUCTION CUSTOMER
Fast Start value: MANAGEMENT SERVICE

• First step
• Rapid Success
CUSTOMIZATION COMPLEMENTARY
• Maturity paradigm & DEVELOPMENT SOLUTIONS
TOOLS

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 115
 Summary

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 116
 Welcome - Day 6

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 117
Agenda
• What do you remember? • What do you remember? • What do you remember?
• Workshop, Training, UAT • Closing Projects • Project Do’s & Don’ts,
Review • Team Exercise Listening Tips
• Team Exercise • Consulting Mentoring/PM • Team Exercise
• Dry Run & Go-Live as a Leader • Review of Sage City,
• Team Exercise • Team Exercise STREAM on Sage U,
• Summary • Summary STREAM Subscription

Day 5 Day 6 Day 7

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 118
 Knowledge Check

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 119
 Closing a Project

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 120
Closing a Project
Be disciplined. Most PM’s skim over the closure process too quickly. Adhere to the closure processes

Perform all activities called out in the SOW, project plan, and any additional Change Orders tied to the
closure process.

Update all information on the internal customer shared drives with the current documentation.

Perform a lessons-learned analysis. Build on your successes, and avoid making the same mistakes again.

Remember the project is not complete until the customer signs off.

Celebrate!! Send out a notification to the company announcing the completion.

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 121
 Mentoring Consultants

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 122
Phrases Consultants Should Never Say…

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 123
Phrases Consultants Should Never Say…
“The
software has “I don’t
“The a lot of bugs” know”
software is
broken” “I have never
done that”

“You’re an idiot”
“My previous
product did
this”

“Hopefully this “The system

works or this is is slow”
setup properly”
“This is my first
time doing this”

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 124
Business Conversations: Communication Goals
Unhealthy Goals Positive Goals
• The Need to be right • Learn/Understand
• Looks good/save face • Find the truth
• Keep the peace • Produce results
• Wind the conversation • Strengthen relationships
• Punish, blame • Integrity
• Avoid Conflict • Documentation
• Take notes “later”

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 125
Phrases – Ways to say things differently
Trigger Words (Avoid)
• You should
• You can’t
• I can’t
• No
• If only
• But
• Bug or glitch
• That’s our policy
• What you typically need

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 126
Phrases – Ways to say things differently
Trigger Words (Avoid) Collaborative words
• You should • We can do this together
• You can’t • One alternative for you could be…
• I can’t • What I can do is
• No • I’m sorry, that is not possible, because…
• If only • Let me shown you what to do in the future
• But • And
• Bug or glitch • Issue or Situation
• That’s our policy • In order to provide you with great service…
• What you typically need • Be certain in your answers. Refer to best practices.
Know the situation and control it

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 127
 Team Exercise – 10 min
• Break-out Session
• Whiteboard – Make a list of
good Consultant Behaviors
• Will share your list with
rest of class

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 128
 15 Minute Break
Q&A

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 129
Professional Services: Giving and Receiving
Feedback/Mentoring
Understand how to use constructive feedback with others to strengthen collaborative
1 relationships and keep work on track; mentoring improvement with co-workers and with
clients throughout the project

2 Utilize a communication that builds trust and candor

3 Practice active listening skills to increase understanding and effectiveness while working with
co-workers and clients (continuing to mentor)

4 Remember that skills are always being developed and improved

5 Never stop learning and improving your own skills

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 130
 PM as a Leader

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 131
The role of a PM: The way customers see us

Knowledge + accountability to solve

• Technical Advisors problems
• Customer Facing Customer’s perception of your quality &
• Leadership agility
Best practices, negotiation, trusted advisor

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 132
Communication = Listening
What is Active Listening?

Listen to Main Let Arguments

Pay Complete Points and Run Their
Attention Reasons Course

Actively
Don’t Make Focus on the Respond
Assumptions Person Talking to Questions
3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 133
 Team Exercise – 15 min
• Break-out Session
• Whiteboard – Create a list
of 5 things that make a
good PM & 5 things that
make a good Client
• Will share your list with
rest of class

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 134
 Presentation Skills

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 135
 End to End Funnel Management - Enterprise
MARKETING PROCESS
HANDOVER
HANDOVER Lead Services HANDOVER
Marketing to
Dev. to Field ONBOARDING by SALES to
Lead Dev.
Sales Rep/Partner Presales Services
Team to SDR
A contact that has interacted or
SALES PROCESS
engaged with marketing activity
but has not yet done enough to
be rated as Marketing Qualified.
We may also only have limited Customer has
information about their profile acknowledged a value in
(eg, business phone, size, Sales acceptance of the proposed Sage
Initial contact
revenue etc) the opportunity. Start product or solution.
with the Lead Negotiations underway.
functional discovery Proposal development
by Lead Final terms and
from Field sales rep / describing pricing,
Development conditions being
Partner implementation plan, Order created
implementation team, reviewed; pricing being and order to
timeline, etc finalized. cash process
started..
Sales Sales
SUSPECT Accepted Qualification 1.Discovery 2. Evaluating 3. Proposal 4. Preferred 5. Negotiation 6. Signed Order Closed Won
Lead
Closed Lost
Customer has Physic signed
Further conversations acknowledged or agreement has
after initial communicated or sales rep been received. All Sage has lost
Lead converted and introduction. Visit to has determined that Sage contracts, this opportunity
Opportunity potential customer. has been “short listed” documentation, to competition.
A contact that has interacted or identified; BANT Demo of the products meaning we are one of a agreements are
A contact that has not engaged with marketing stablished and/or Assisted trial. final few vendors under signed, completed
interacted or engaged activity sufficiently for Discuss consideration and compliant by
with marketing activity marketing to deem them ready implementation both Sage and
but where we may have for a conversation with sales. approach Customer.
information about the We also have an almost
individuals profile complete picture of their profile
(eg, business phone, size,
3/4/2021 revenue etc) © 2020 The Sage Group plc or its licensors. All rights reserved. 136
LEAD OPPORTUNITY
Presentation Skills

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 137
Presentation Skills
A good presentation always matters!

• PPT vs Whiteboard
• Busy slides: it’s support not your presentation /
Tell a Story
• Flow should be tied to agenda for meeting
• Watching Audience: like Robert
• Dry-Run: always (Know your script)
• Notes preparation
• Time
• Tone
• Best wording
• Executive Summary
• Situation
• Complication
• Proposal
• Red/Yellow/Green
3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 138
 Team Exercise – 15 min
• Break-out Session
• Whiteboard – Create a list
of 5 good presentation
skills & 5 poor presentation
skills
• Will share your list with
rest of class

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 139
 Summary

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 140
 Welcome - Day 7

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 141
Agenda
• What do you remember? • What do you remember? • What do you remember?
• Workshop, Training, UAT • Closing Projects • Project Do’s & Don’ts,
Review • Team Exercise Listening Tips
• Team Exercise • Consulting Mentoring/PM • Team Exercise
• Dry Run & Go-Live as a Leader • Review of Sage City,
• Team Exercise • Team Exercise STREAM on Sage U,
• Summary • Summary STREAM Subscription

Day 5 Day 6 Day 7

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 142
 Knowledge Check

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 143
 ERP Projects, Do’s and Don’ts

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 144
 Team Exercise – 10 min
• Break-out Session
• Whiteboard – Explain as a
team what is an ERP
project
• Will share your list with
rest of class

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 145
 Project Manager Network

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 146
Services Accountability
Solving problems begins with your network!

• Project Managers

• Senior Managers

• ISV’s

• Education

• Product Support

• Global Practice/COE

• Team Consultants

• Sales

• Management

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 147
 Team Exercise – 15 min
• Break-out Session
• Whiteboard – Make a list of
how to make a project
successful
• Will share your list with
rest of class

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 148
 Team Exercise – 15 min
• Break-out Session
• Whiteboard – Make a list of
how to make a project fail
• Will share your list with
rest of class

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 149
 15 Minute Break
Q&A

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 150
Successful Projects

Major principles..
• Shared vision and common project approach
• Availability and commitment of teams
• Understanding and mutual respect
• Strong sponsorship
• Communication
• Traceability
..to be applied every day
• Adopt rather than adapt
• Focus on project objectives
• Prepare and participate
• Formalize feedback
• Monitor the project
• Follow the plan
© 2020 The Sage Group plc or its licensors. All rights reserved. 151
 Sage City, Sage U,
STREAM Subscription

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 152
 STREAM Subscription

Benefits:
• Access all documents, processes and
templates (350 plus documents when full
first roll out is complete)

• Receive all updates made - new versions

and ongoing improvements

• Gain membership to global private online

community via Sage City

• Special offers on Project Management

Training

• Company wide access to STREAM

eLearning course

Launch subscription price

£2500* ($3200) for companywide unlimited use
3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 153
 Sage City – Join the Conversation

• Sage City is an online community -

available 24 hours a day offering a
single place for Sage customers,
partners, and colleagues to ask
product questions, as well as
share ideas and knowledge.
• Gives your customers an easy way
to find answers to regularly asked
questions—even after hours—so
they can get back to work AND
stay satisfied with Sage software.
• Join today: www.SageCity.com

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 154
 Individual Exercise –
Time to Present
• Make a list of your PM
strengths and weaknesses

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 155
Suggestions for Receiving Mentoring through
Feedback
1 Listen – don’t argue. Recognize that what 5 Try out some suggestions and make it
the other person is saying is true from his
```````` ````````
visible
or her perspective

2 6 Ask for feedback in the future and be

Ask “What else?”
```````` ````````in your request
specific

3 Accept the feedback and reflect upon its

7
Ask for opinions – “What would you do?”
````````
```````` to you
meaning

4
Focus on the future
````````

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 156
Conclusion

Quote: “If you cheat yourself in practice, you’ll cheat yourself in a game; and if you cheat
yourself in a game, you’ll cheat yourself for the rest of your life.” Vince Lombardi
Post Class – Use new Methodology, Learn, Network, Engage…pass on what you have
learned….

© 2020 The Sage Group plc or its licensors. All rights reserved.
 Overall Course Summary

3/4/2021 © 2020 The Sage Group plc or its licensors. All rights reserved. 158
Thank You!