Implementation Methodology Best Practices
June 13, 2012
Presented By:
Huron Legal in cooperation with Association of Corporate Counsel and the Law Department Management Committee
Agenda § Introductions
• Huron • Accenture • DTE Energy
§ Implementation Methodology • Overview • Trends
§ Implementation Best Practices • Project Management • Change Management • Requirements • Design
§ Q&A
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Introductions
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Huron Legal
Michael Stetzer
DTE Energy
Accenture
Accenture
Gerry Gatt
Sharon Marchinski
Maria Ramirez
Implementation Methodology - Overview
1. Requirements 2. Analysis 3. Design 4. Develop
– Integration – Conversion
5. Test 6. Deployment
– Training – Cut-over
Methodologies define the approach or steps to complete the implementation of a new system or solution:
Traditional Approach
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Implementation Methodology – Overview Why do we utilize a specific methodology?
§ Proven § Repeatable Process § Set Expectations § Provides Direction
• Where are we? • What is next?
§ Improves Efficiency • Don’t start baking the cake before you have the ingredients!
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Implementation Trends § Evolving Technology
• Applications are more sophisticated • Easier to deploy • Quicker to develop
§ Pace & Expectations have changed • Users are more tech-savvy • Traditional time-lines are not acceptable • Cost and time constraints
§ Approach has changed driving new Methodology • RAD • AGILE 7 © 2012 Huron Consulting Group. All rights reserved. Proprietary & Confidential.
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Project Management
8. Deployment 1.Requirements 2. Analysis 3.Design 4. Develop
5. Integration 6. Conversion
• Identify business requirements
• Define business problem
• Validate & Prioritize Requirements
• Assess the current processes
• Assess system usage
• Identify Gaps and opportunities
• Refine requirements
• Determine alternatives / solution
• RFI / RFP
• Conduct Practice Group workshops
• Design and map new processes
• Design application interface
• Design system workflow
• Design integration functionality
• Design security model
• Prepare functional specifications
• Build approved design • Configure security requirements
• Prepare appropriate training and other documentation
• Build or install systems integration components
• Test system integrations
• Analyze legacy data • Scrub data, as needed • Develop conversion approach • Map data conversion • Build conversion scripts • Test and reconcile data • Finalize testing
Change Management
• Deliver training • Production
Cut-over • Post Project
review
7. Test
• System Testing • Integration
Testing • User Acceptance
Testing • Verify converted
data • Validate
operational readiness
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Implementation Methodology - Samples
Implementation Scheduling
§ Custom development versus out-of-box capability § Number and complexity of integrations § Data conversion effort
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Month Month Month Month Month Weeks--> 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 Draft Implementation Schedule
Requirements Analysis Design Development
Custom code Integrations Conversion Scripts
Testing Deployment - Training Deployment – Cut-over
§ Number of resources § Dependency for configuration & development activities
(product & vendor specific)
Factors Influencing Implementation Schedule and work effort include:
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Project Management
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Requirements Design Conversion Integration Deployment
Project Management
Develop Analysis
Change Management
Test
Success Factors Best Practices
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§ Thorough up front planning § Understanding of key
dependencies § Clear roles, responsibilities &
Project Plan § Dedicated Project Manager and
process for escalation § Participation from leadership or
all parties ( vendor, client, consultant)
§ Maintain regular updates to the project plan
§ Include regular status to Management providing: • Budget vs. Actual and Remain • Risks / Mitigation • Accomplishments
Change Management
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§ Early identification of stakeholders and involvement throughout project
§ Regular communications with stakeholders and end-users
§ Support by upper management § Supporting materials including
process and training documentation
Requirements Design Conversion Integration Deployment
Project Management
Develop Analysis
Change Management
Test
§ Stakeholder Assessment conducted early in the project • Who is impacted • When will they be impact • How will they be impacted
§ Communications Plan formalized to include: • Frequency; • Audience; • Communication Type; • Source;
Success Factors Best Practices
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Requirements
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§ Define the business problem § Involve the right people
• Information Technology • Business or Legal practice • Management
§ Prioritize • Need to Have • Nice to Have • Not Required
Requirements Design Conversion Integration Deployment
Project Management
Develop Analysis
Change Management
Test
§ Use of common templates § Share industry best practices
• What are others doing? • How can this help my organization? • Does this apply to company
objectives? § Conduct interviews / surveys or
workshops § Circulate and request sign-off
requirements
Success Factors Best Practices
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Design
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§ Understanding of Product or Solution capabilities
§ Well documented requirements
§ Participation from end-user business areas
Requirements Design Conversion Integration Deployment
Project Management
Develop Analysis
Change Management
Test
§ Incorporate formal design reviews • Multiple reviews are ‘ok’
§ Prototype or demonstrate system design to users
§ Conduct feasibility reviews with vendor
§ Sign-off required to proceed with Development
Success Factors Best Practices
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Questions?
Sharon Marchinski Project Manager Accenture [email protected] Maria Ramirez Legal Operations Specialist Accenture [email protected]
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Michael Stetzer Director Huron Legal [email protected] Gerry Gatt Legal Administration Manager DTE Energy [email protected]