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Prospect

Services Presentation
Date
Implementation Approaches
• Consultative Intensive (SAP, Oracle…)
– Do it for you

• Shrink Wrapped (Peachtree, Quickbooks …)


– DIY

• Mid-Market/Collaborative Approach (Sage)


– Do it with you

2
Service Offering
Sage North American Services Offered
Professional Services Technical Services
• Project Management • System Admin Training
• Business Requirements Analysis • Toolset Training
• Business Consulting • Data Conversion Assistance
• Educational Services • Business Intelligence Assistance
• Business Process Documentation – Crystal Reports
• Business Scenario Development – User Defined Inquiries
• User Operating Procedures/Work – Business Statistic
Instructions – Dashboards/Portals
• End User Training • Application Customization
• Post Implementation Optimization • Remote IT Assistance

4
North American Training & Support Available
Training Support
• (2) Training Locations • (2) Support Locations
– Irvine, CA
– Irvine, CA – Pittsburgh, PA
– Pittsburgh, PA – Support Hours : 7:00am
– 8:30pm ET M-F
• Remote & On-Line
• On-Line web system
available 24X7
– Submit issues
– Query on status of issues
– Download patches
– FAQ’s and reference material
available

5
Project Success
Goals and Objectives
• Define high-level company goals for the
implementation

• Review any metrics that will be used to evaluate


success.

• Determine the “critical success factors” (CSFs) for the


Project

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Project Organization
and Control
Typical Project Structure
Executive
Sponsor/Steering
Committee

Customer Project Sage Project


Manager Manager

Core Team/Functional Champions

Functional Functional Functional Functional


Team Team Team Team

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Organization
• Executive Sponsor/Steering Committee
– Controls objectives and scope
– Resolves significant issues
– Defines Core Team Members
• Implementation managers
– Customer and Sage
– Responsible for overall project plan and schedule
• Core Team
– Comprised of User Champions representing the different
functional areas
– Capable of making process level decisions
• Functional Team
– Extended core team that includes specialists in key areas

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Real World Project Team Example
Executive
Sponsor/Steering
Committee

Sage Project Customer Project


Manager Manager

Admin Assistant

General AP / AR/ WH /
Sales / CRM Purchasing Production Plan/Sched
Accounting Billing Inventory

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Project Control
• Implementation/Project Roadmap
– Names project personnel, roles and key areas of responsibility
– Documented in the project book (includes implementation overview)
• Project Plan/Schedule
– Breakdown of project tasks with responsibility and expected
completion date
– First pass to be completed at conclusion of kickoff meeting
• Project meetings
– Occur at regularly scheduled intervals
– Review schedule and address “challenges”
• Status Reporting
– Written summary of accomplishments, concerns and planned
activities
– Review of actual efforts against plan/budget

12
Implementation
Methodology
Project Phases
• Implementation Preparation
• Training, Business Procedure Review, Pilot Design
Setup
• Conference Room Pilot(s)
• Production Dry Run
• Go Live/Production Support
• Optimization (future or phase II)

14
Implementation Roadmap

Work End User


Customization Instructions Training

Go Live
Implementation Training, BPR Conference Reporting Conference Production Cutover
Preparation Pilot Design Room Pilot And Room Pilot Dry Run Plan/ Optimization
1 Inquiries 2 Execution

Data
Conversion

Infrastructure
Management

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Thank You!