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Template
IMPORTANT MESSAGE TO PARTNERS: Use this template as a guide in defining your Planning Services
engagement with your Software Assurance customer. This template is provided as guidance only for your Microsoft
Planning Services consulting engagements. While it is not required to use this template, it is highly recommended
you provide the customer a clear understanding of what is included in this engagement.
Table of Contents
Objectives............................................................................................................................................................................................. 2
Project Assumptions...................................................................................................................................................................... 12
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Objectives
This Work Order reflects the required activities, requirements and duration of the services Error: Reference source not found will
perform for Error: Reference source not found as part of the Microsoft Dynamics AX Deployment Services Engagement that was chosen
by the customer according to the table below:
Error: Reference source not found will provide a Microsoft Dynamics AX Deployment Planning Services Engagement which include the
offering below:
Only include the sub-Offering text bullet points below for those sub-Offerings which are in the scope of the services that you will be
providing according to required activities of the length of the engagement you will deliver the customer
Pre-engagement assessment including pre-engagement questionnaire filled up by the Error: Reference source not found and
reviewed and analyzed by Error: Reference source not found as a preparation to the assessment and process documentation
workshop.
Requirements and Process Documentation workshop: Identifies or reviews the high-level requirements and analyzes selected 1 or
few business processes that should be in the scope of a potential deployment of Microsoft Dynamics AX and document the
processes using Dynamics Life Cycle Services.
High Level Solution Architecture: Designed to provide you with an assessment of and guidance for the production infrastructure
regarding a potential deployment of a Microsoft Dynamics AX solution.
Any timelines, dates, and delivery schedules provided here are estimates only and are subject to change.
Please list activities that the Customer must accomplish during each phase, in addition to any prerequisites that must be accomplished
prior to the beginning of the phase.
3 Days Engagement
The following section will be used for the 3-day engagement, consisting of the Assessment phase including pre-engagement assessment,
Microsoft Dynamics AX overview and Business Process Review and documentation workshops
Partner will provide the Microsoft Dynamics AX Deployment Planning Services as described below. The Dynamics AX Deployment
Planning Services are a consulting Solution provided by Partner.
The Solution described in this Work Order delivers an assessment of the customers existing business processes and choose one or few
processes that can documented using Dynamics Lifecycle Services and be used in planning a deployment. This Solution utilizes
Microsoft tools and technologies to provide the necessary analysis of the customer environment, which may provide a basis for future
design, planning and deployment efforts.
This phase can include during the workshop an overview of Microsoft Dynamics AX according to the readiness and knowledge of the
customer of Dynamics AX. Content will be delivered according to the pre-engagement assessment results.
Partner will analyze the design data provided by customer, as well as your responses to the assessment questionnaire, and respond
with any necessary clarification. If necessary a conference call will be held to close any open issues.
Workshop Name Business Process or Scenario Required SMEs or Location of Number of Duration of
Covered Participants Workshops Workshops Workshop
Requirements Review List content according to
customer needs
Workshop - Deliverables
Business Processes and Requirement Review
The following review activities will be completed during the Requirements and Process Review workshop:
Review business challenges and goals, review business processes and ensure that they can be supported by Microsoft Dynamics
AX. Prioritize the business processes which will be documented, implemented and show case the benefits during this engagement.
Review of the customer-provided and -prioritized list of high-level functional and integration requirements to be supported by the
implementation of Microsoft Dynamics AX.
Review of the customer provided and prioritized list of high-level business processes to be supported by the implementation of
Microsoft Dynamics AX.
Documentation of prioritized one or few business processes flow, using Dynamics Life Cycle Services Business Process Modeler.
Validate additional functional, business and integration requirements to ensure they can be met
Additional information collected during the assessment, as time allowed, might include:
A final Review Findings presentation summarizing the results of the review, its findings and recommendations, and next steps.
Any timelines, dates, and delivery schedules provided here are estimates only, and are subject to change.
5 Days Engagement
The following section will be used for the 5-day engagement, consisting of fit-gap analysis and high level scoping for the prioritized
business processes
Deliverables:
A fit gap Excel report generated by LCS for the documented processes
Scoping Assessment
Based on the analysis done on the first 3 days of the engagement of Error: Reference source not found functional business
requirements, non-functional requirements and proposed solution architecture and fit gap approach, the partner will provide:
A High-Level Costing Worksheet model which will allow what-if analysis about the type of resources used, the impact
on costs and expenses considering where they are sourced, and the impact on costs and expenses of varying the
configuration and customization effort estimates
Development of a High-Level Implementation Plan document which reviews and compares the various implementation options,
summarizes the High-Level Costing Worksheet analysis based on key project activities, resource allocation, and anticipated durations,
and provides suggested high-level project plans and a possible resource plan. Additionally, the Implementation Plan identifies possible
risks to be considered
10 Day Engagement
The following section will be used for the 10-day engagement, consisting of High-Level Solution Architecture Design Review for the
prioritized business processes
This phase will be conducted with Error: Reference source not found staff to provide architectural design review related to a solution,
assessment and recommendation how out of the box capabilities of the solution can meet your requirement and business processes,
high level assessment of customization needed, as well as scoping assessment that will provide the customer with details about the
cost, resources and timeline to complete the recommended solution implementation.
Deliverables:
Based on the analysis of customers requirements and process as well as their current environment the partner will provide
customer with an initial, rough review of the Solution Architecture Design.
Any timelines, dates, and delivery schedules provided here are estimates only, and are subject to change.
A cost model that allows the client to do what-if analysis on resource allocation and changes in project scope
A benefits analysis comparing and contrasting the two most appropriate implementation options
A summary of the findings built into an implementation plan, giving the client clear guidance on how to move forward
15 Day Engagement
The following section will be used for the 15-day engagement consisting of implementation of Proof of Concept
Note: Make sure you set clear boundaries for the Proof of Concept. You should address the specific scope of the Proof of Concept and
include boundaries and specific scope as it pertains to areas such as number of business processes (1 or few), number of business
requirements, configurations, customizations, time boxed efforts, and so on. It is recommended to define the scope to specific
requirements and associated efforts outlined from the Requirements and Process Review service and the Fit Gap and Solution
Architecture.
The Proof of concept deployment Solution will demonstrate to Error: Reference source not found how they can reduce costs, improve
operational efficiencies, and drive business agility by delivering an integrated Microsoft Dynamics AX Deployment that is built using
industry-leading architectural components and principles.
The Solution described in this Work Order delivers a Proof of Concept using Life Cycle Services Windows Azure-based workspace that
provides a Microsoft hosted online environment for implementing the PoC [partner can recommend an on-premises PoC if the
customers environment is suitable], and demonstrates how a Microsoft Dynamics AX can provide [list the benefit you expect the
customer to gain of the recommended solution and architecture]. This scenario uses a definitive methodology for implementing Microsoft
technology on a limited scale, in order to demonstrate the technical capabilities of the Solution.
For the PoC phase the partner will suggest a subset of the business process to be implemented by the PoC for Microsoft Dynamics AX
offering # business processes [partner should mentioned how many processes and requirements will be covered by the PoC and list which
ones]
Configuration of Dynamics AX PoC using LCS Windows Azure hosted environment
This phase of the Proof of Concept for Microsoft Dynamics AX offering begins with the configuration of the working prototype of the
PoC using Microsoft Dynamics AX which is implemented in Windows Azure hosted environment as part of LCS (or at the customer site,
if more suitable for customer). The following steps are executed:
Configuration of Microsoft Dynamics AX to provide high-level support for the business processes that are defined through
discussions with the client
Dry run of the Proof of Concept for Microsoft Dynamics AX Offering is conducted with the Project Sponsor to validate that the
Offering addresses the key points that need to be demonstrated with business and IT decision makers.
Feedback from the meeting is incorporated into the Proof of Concept for Microsoft Dynamics AX offering before the formal Proof
of Concept for Microsoft Dynamics AX presentation to the business and IT decision makers.
A walkthrough of the business process flow charts within the scope of the engagement and a discussion of how Dynamics AX
would work within those business processes
A review of the business requirements to determine how they will be addressed in the offering
Prioritization of the processes and requirements identified before and during the workshops
Document any issues resulting from the Proof of Concept for Microsoft Dynamics AX Offering and identify recommended actions.
Describe action items that were identified as a result of the Proof of Concept for Microsoft Dynamics AX Offering and designate
resources to be responsible for the action item.
Final Report
Review the Proof of Concept for Microsoft Dynamics AX offering reports with your designated Business Project Sponsor and include
feedback where appropriate.
Updated Scoping analysis, Solution Architecture and high-level Implementation Plans and next steps
Results and benefits of the Proof of Concept for Microsoft Dynamics AX Offering.
Any area that is not explicitly listed as within scope is out of scope for this engagement. The areas that are out of scope for this
engagement include, but are not limited to, the following:
Establishment or deployment of core central services that do not currently exist at the customer environment. Other Service
Offerings are available for this purpose, such as email, networking, and so on.
To receive credit for a Project Phase, you must include all deliverables that are identified as mandatory for the Project Phase, each of which
is identified in red text below.
Any deliverables that are not marked as mandatory can be deleted, if appropriate. Be sure to verify whether modifications to the
deliverables listed below require corresponding modifications to the Service Areas within Scope section.
Following is a list of key project service deliverables that will be delivered within this Work Order:
Final Report Analysis of Requirements This report will include the partner analysis of the information
and Process Review, documentation and gathered during the workshops and will include summary of
Recommendations process documented and their prioritizations and
recommendations for the next phase of Dynamics AX
Implementation in customer environment.
Following is a list of key project service deliverables that will be delivered within this Work Order:
Following is a list of key project service deliverables that will be delivered within this Work Order:
Fit Gap Fit Gap Analysis Partner will deliver assessment to determine the degree of fit of
Analysis the Microsoft Dynamics AX with the customers business
requirements, as well as to determine the amount of
configuration and customization required, and how the system
will be used by customer.
Following is a list of key project service deliverables that will be delivered within this Work Order:
Drive subject content on specific areas of expertise including the actual design.
Prepare documentation.
Customer Technical Leads Assist delivery organization during discussions and meetings.
Assist delivery organization during the Hyper-V Cloud PoC or limited Pilot project.
Customer Project Sponsor Ensure technical resources are available when needed.
Accept and sign off in a timely manner on documents that pertain to the delivery organization
Work Order, and which are critical to the success of the engagement.
The following are the responsibility of Error: Reference source not found
Project management and assigning project manager or managers (owners) as needed, to specific technical initiatives.
Overall technical direction for customer IT infrastructure, and how it affects the Solution.
Provision of workspace, including desk, phone with internal and external access, network connection, print services, computer
space, and an additional line (analog) for remote access to communicate with internal corporate network or virtual private network
(VPN) access through customers corporate Internet connection.
Provision of access to customers facilities and systems while maintaining appropriate levels of security.
Provision of timely access to people, documentation, and systems as required for successfully implementing and completing this
engagement.
Provision of clear goals and objectives mapped to customers business and IT strategies. Joint goals and objectives need to be
created and reviewed on a project-by-project basis.
Provision of access to customers management and planners. To be successful, Partner team will need regular access to IT
leadership to be able to provide input on customers strategic business and IT directions as they relate to the use of Microsoft
products and technologies.
In addition to any customer activities identified elsewhere in this Work Order, Error: Reference source not found will perform or provide
the following:
In performing our services under this work order and any applicable work order, we will rely upon any instructions, authorizations,
approvals, or other information provided to us by your Project Manager or personnel duly designated by your Project Manager.
Project Assumptions
The services, fees, and delivery schedule for this project are based upon the following assumptions:
The availability of your representatives to perform their roles on the project team.
The availability of all the information required for properly envisioning and designing the Solution.
Timely availability of the hardware, software, and physical space for the Solution PoC or production Pilot environment.
Product licenses. Product licenses (Microsoft or non-Microsoft) will not be provided under this work order. Customer is
responsible for acquiring all necessary product licenses required as a result of this work order.
Source code review. Customer will not provide the delivery organization with access to any type of source code information. For any
code, services will be limited to analysis of binary data only, such as a process dump or network monitor trace