Implement

INNOVIZ IMPLEMENTATION METHODOLOGY

Implementation methodology is a tool to help consultants apply the information technology to an organization’s business needs. Starting from define the systems that focus on the critical success factors of selected business functions or business process, this tool will provide a consistent and orderly approach to developing and implementing automated systems that meet the needs. The consultants and the customer must be able to monitor and control project resources (man, machine, money) to produce cost effective systems within schedule.

PROJECT PHASING

Plan & Scope The information from contract or proposal will be expanded in detail in terms of scope of work, role and responsibility, time line, project structure, and working procedure. The objective is to set up a master project plan to be used as a guideline through out the project phases. The team has to define all software and hardware related to the project. The consultants will conduct a conceptual training to lay the knowledge ground for all users.

Define The consultants have to understand the customer’s business horizontally and vertically. Fact finding process will be conducted and confirmed back to the customers. Most people said it is better of spending time in this process than get lost later.

Design After the project team becomes familiar with the tools, the parameters and data fields are incorporated into the design to meet the business requirement. Since the tool is off the shelf product, there will be requirement that can not be supported. Therefore the consultants will identify and prepare gap analysis. Solutions will be proposed to the customers for further decision making.

Develop Reports, screens, interfaces are created and tested. The consultants will build the design into the tool and present in the form of system prototype. Once it is approved, data migration process will start. Starting from set up the parameter, prepare the master data, prepare the opening balance data, and import into new system.

Deploy To train the users, and conduct workshop to help the team understand the process from start to end. The completed and accepted system is delivered to users and put into production. The project is completed after the system has run live successfully.

Phase I: Plan & Scope

ACTIVITY	OBJECTIVE	STEP	DELIVERABLES
1.1 Prepare project structure and scope of work	To understand the project scope and get agreement on how to proceed with the project.	Study the proposal and all documents created during the contractual period. Conduct a meeting with customers to prepare and agree on certain issues.	Project understanding
1.2 Develop project plan	To document the project scope and extend the requirement in more detail.	Conduct a meeting with customers to prepare master plan and project schedule.	Project Master plan contents: 1. project objective 2. project scope 3. project team/responsibility 4. project schedule 5. project budget 6. implementation method 7. project logistics 8. project administrative
1.3 Kick off meeting	To communicate with everyone in the team about master plan detail	Conduct an official meeting with all related personal.
1.4 Conceptual training	To educate users and key users about the tool that will be used in the project. To help understand the architecture, design, and functionality of the program.	Prepare class training and material. Conduct training and give detail as much as possible about the program. Answer the question that the users have about business process in the program. Summarize the key issues.	Users understand the concept of product.
1.5 System installation	To prepare the system environment and install the program.	Confirm hardware, analyze the network and hardware requirement/environment, install the system and test. Enhance the process by recommend system backup procedure. The customer will prepare the system with Operating system (Microsoft Windows Server) and Database engine (Microsoft SQL Server).	System installed

Phase II: Define

ACTIVITY

OBJECTIVE

STEP

DELIVERABLES

2.1 Prerequisite

To have customers analyze their own requirement/ issues/ requirement/ difficulties. And help the customers to get bigger picture of the business

1.Send checklist or questionnaire to key users/users.

2.Obtain the standard working procedure of the company. Review the document.

3.Determine the approach to be used to identify and record requirements.

4.Appoint key users for interview and date

5.Send agenda to confirm

6.Interview by function

Answered checklist/ questionnaire.

Method of fact finding

2.2 Requirement definition

To build a more detailed picture of organization’s requirements and produce a comprehensive and ordered list of its needs.

1.Identify and document the requirements; operation, forms, and reports.

2.Draft significant screen and report layouts.

3.Define, document test and agree any significant algorithms, formula or calculations.

4.Produce requirement definition report.

5.Relate requirement to the business strategy.

6.Customer review the requirement definition report.

Requirement definition report.

Detail of required reports must be signed-off.

Phase III: Design

ACTIVITY	OBJECTIVE	STEP	DELIVERABLES
3.1 GAP Analysis	To identify the area of program limitation and find the solutions for such problem. This GAP will be found out when the requirement is investigated in more detail. There is no way that the program will fit the business process 100%. Usually there are 3 ways of solutions: 1. The customer has to change the process. 2. The consultant has to customize the program. 3. Workaround, meaning go through a longer process to get the similar result.	1. Identify gap and approach to resolve the gap. 2. Summarize the solution to the gap (customization, development, business model change, etc.) 3. Prepare request for customization for submission to estimate cost. 4. Update project 5. Change control form and revise master plan (if any)	Gap analysis report (Gap list, Solutions, and Cost estimation)
3.2 Design Blueprint	To specify and agree on the detailed input and output contents. As well as the format of output reports, screens, and integration process, if any.	1. Map business model with program. 2. Design the master code. 3. Design the business process. 4. List all the cases and solutions. 5. Map the report with the program standard report.	Blueprint report
3.3 Create Requirement specification	If the customization is the solutions for GAP, then to write a specification of how to customize will be done now.	Internally create specification for technical team.	Requirement specification report. (This is Innoviz’s internal document.)

Phase IV: Develop

ACTIVITY	OBJECTIVE	STEP	DELIVERABLES
4.1 Customization	To create and develop forms, screen, reports, and new business logic to serve the previously agreed requirement.	Internally develop the program base on requirement specification, test, and confirm with the customers.	Customized project, Output forms, Reports, New business logic
4.2 Prototype	To produce the necessary programs design and procedure in the software environment, test, and present so that the system being handed over for acceptance test.	1. Setup the system as design in Blueprint. 2. Create company model. Prepare the data to cover all procedure and cases. 3. Present and discuss the process with users/key users. 4. Adjust Blueprint if needed.	Agreed business case and procedure
4.3 Data migration (Master data)	To prepare the system ready for Training. The customer will prepare the data in the advised format.	1. Data Conversion plan · Prepare list of data to be converted. · Identify how the data will be converted. · Define the criteria how to validate the data. · Supervise or train how to prepare data 2. Construct Data Conversion system · Monitor the data loading process. · Make backup data · Validate load data. · Prepare and approve validate report. 3. Execute Data Conversion · Monitor the data loading process. · Make backup data. · Validate load data. 4. Customer Review · Check correctness and completeness.	Approved data conversion plan and schedule. Data is loaded. Parameters are set.

Phase V: Deploy

ACTIVITY	OBJECTIVE	STEP	DELIVERABLES
5.1 Training	To transfer all knowledge according to the customer’s business process to users/ key users.	1. Organize training process 2. Define training program 3. Prepare the training room, material, logistics, and people. 4. Conduct training. 5. Evaluate the training.	Knowledge transfer to users. Manual by Microsoft’s Docs. https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/index
5.2 Workshop	To build a working environment in a test room. To final confirm the requirement, design, customized work with the customers. To familiarize the real working environment through out the flow.	1. Prepare data as shown in Prototype process. 2. Consultants lead the users for all key process from start to end. 3. Adjust the Blueprint	Accepted system by users/ key users.
5.3 Data Migration (Opening Balance Data)	To prepare the system ready for Go live. The customer will prepare the data in the advised format.	Same as 4.3	Opening Balance data is loaded and checked.
5.4 Go live	To ensure the customers can operate the system independently.	1. Support evaluation opening balance. 2. Support daily operation entry and closing period process. 3. Verify balance and support the reconciliation process. 4. Support reporting process. 5. Troubleshooting the system.	Live system.
5.5 Post implementation	Project hand over to customers. Project hand over to maintenance agreement. Recommend system enhancement. Identify the feature/ functions that never been used.	1. Meeting with the team. 2. Present/ discuss for system enhancement. 3. Summarize project configuration and proceed with project maintenance.	Project enhancement

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