Learn how easy it is to sync an existing GitHub or Google Code repo to a SourceForge project! See Demo

Close

Wiki Change:

omfgppc
2009-03-10
2013-03-08
  • omfgppc
    omfgppc
    2009-03-10

    You have subscribed to a wiki page or wiki category on "xTuple" for change =
    notification.

    The "ImplementationGuide" page has been changed by jmertlich:

       1. Tools to include; project plan template,
      =

      =3D Part II: xTuple Implementation Methodology =3D
    - =3D=3D Ten Steps to Success =3D=3D
    + =3D=3D Eight Steps to Success =3D=3D
    +  1. Project Definition
    +  1. Initial Pilot (System Definition)
    +  1. Enhancement/Interface Definition
    +  1. Project Execution
    +  1. Scaled Pilot
    +  1. Cut-over Planning
    +  1. Go Live
    +  1. Recurring Training and Follow On Phase Planning
    + =

    + =3D=3D Project Definition =3D=3D
    -  1. Site Analysis xxx
    +  1. Site Analysis
    +  1. Project Charter/Objectives
    +  1. Organize Deployment Team
       1. Kickoff Meeting
    +  1. Initial Team Training
    +  1. Hardware/Software Installation
    +  1.   1. Minimum Requirements
    +   1. Install Server
    +    1. xTuple Appliance
    +    1. PostgreSQL Install Procedures (All Platforms)
    +    1. PostgreSQL Configuration Files
    +    1. Install Database
    -  1. Installation
    +    1. Install Application
    +    1. Initial Configuration (System Setup)
    +    1. Additional Hardware
    -  1. Hands-On Training
    -  1. Implementation Trials
    -  1. Cross-Functional Training
    -  1. Cutover Planning
    -  1. Going Live
    -  1. Refinement & Polishing
    -  1. On-Going Support
      =

    - =3D=3D Site Analysis =3D=3D
    -  1. Description
    -  1. Needs Analysis
    -  1. Hardware
    -   1. Requirements Planning
    -   1. xTuple Appliance option
    -  1. Proposal
    + =3D=3D Initial Pilot (System Definition) =3D=3D
    +  1. Application Overview
    +   1. Use xTuple Demo Database (Yellow Truck)
    +    1. Review/Set Configurations
    +     1. System
    +     1. Module by Module
    +   1. Understand the new (xTuple) system
    +  1. Define Performance Goals
    +   1. Materials
    +   1. Finance
    +   1. Engineering
    +   1. Purchasing
    +   1. Sales
    +   1. Manufacturing
    +  1. Data Clean up
    +  1. Plan for Data Conversion
    +   1. How to migrate legacy data
    +   1. Tools
    +   1. Tips and Trick
       1. Next Steps
      =

    + =3D=3D Enhancement/Interface Definition =3D=3D
    +  1. Interfaces to External Applications
    +   1. Shipping
    +   1. EDI
    +   1. Forecasting
    +   1. Payroll
    - =3D=3D Kick-Off Meeting/Project Planning/System Definition =3D=3D
    -  1. Assemble Deployment Team
    -  1. Review Objectives
    -  1. System Definition
    -   1. Discuss and Set Metrics
    -   1. Field Values and uses
    -   1. Policy Issues to be resolved
    -   1. Performance Measures
    -   1. Data ownership (security)
    -   1. Chart business flows
    -  1. Application Overview
    -   1. Understand the new (xTuple) system
    -  1. Finalize IT Plans
    -  1. Develop Data
    -  1. Data Conversion Strategy
    -   1. How to migrate legacy data
    -   1. Tools
    -   1. Tips and Tricks
    -  1. Create Detailed Project Plan
    -  1. Create Budget
    -  1. Next Steps
    - =

    - =3D=3D System Installation =3D=3D
    -  1. Minimum Requirements
    -  1. Install Server
    -   1. xTuple Appliance
    -   1. PostgreSQL Install Procedures (All Platforms)
    -   1. PostgreSQL Configuration Files
    -   1. Other Connectivity Issues
    -  1. Install Database
    -  1. Install Application
    -  1. Initial Configuration (System Setup)
    -  1. Additional Hardware
    -  1. Other Considerations
    -   1. Interfaces
        1. OpenRPT Reports
         1. Custom Reports
         1. Report Maintenance
        1. Batch Manager
         1. Installation and running
    +  1. Required Enhancements
    +   1. Who will do the Enhancement?
    +   1. What will be the cost?
       1. Remote Access
       1. Update Project Plan
       1. Update Budget
       1. Next Steps
      =

    - =3D=3D Hands-On Training =3D=3D
    -  1. Introduce Application Process Flows
    -  1. Use Client-Specific Data
    -  1. Identify Cross-Functional Areas and Issues
    + =3D=3D Project Execution =3D=3D
    +  1. Develop and Test Conversion Plan
    +  1. Develop (Outli ne) Scaled Pilot Scenario
    +  1. Develop End User Training
    +  1. Obtain and Test Enhancements
    +  1. Test Interfaces
    +  1. Update Budget
    +  1. Next Steps
    + =

    + =3D=3D Scaled Pilot =3D=3D
    +  1. Conduct Full Scaled Pilot(s)
    +  1. Resolved Cross-Functional Issues
    +  1. Readiness Audit with Team
    +  1. Approve Go/No-Go Plan
       1. Update Project Plan
       1. Update Budget
       1. Next Steps
      =

    - =3D=3D Deployment Trials =3D=3D
    -  1. Review Hands-On Training
    -  1. Resolved Cross-Functional Issues
    -  1. Data Conversion
    -  1. Loop back, review and refine System Definition
    -  1. Update Project Plan
    -  1. Update Budget
    -  1. Next Steps
      =

    - =3D=3D Cross-Functional Training (Conference Room Pilot) =3D=3D
    -  1. Simulation: A Day in the Life of the Company
    -  1. Scripts (write scripts for Conference Room Pilot)
    -  1. Write Go/No Go Description or rules
    -  1. Next Steps
      =

      =3D=3D Cut Over Planning =3D=3D
    -  1. Review Cross-Functional Training
    +  1. Execute End-user Training
    +   1. Train users to be fully capable of autonomous execution of their dut=
    ies in xXtuple including standard prcesses, exception processing and report=
    ing.
       1. Reconfirm Data Conversion Strategy
    -  1. Additional Deployment Trials (Conference Room Pilot)
    -  1. Go/No Go Decision
    +  1. Validate Data Conversion Plan
    +   1. Loading initial G/L Balances
    +   1. Establishing Open A/P Balances
    +   1. Establishing Open A/R Balances
    +   1. Creating Financial Statements
    +   1. Define Users, Groups
    +   1. Load Items, BOMS, Costs, Vendors, Customers, etc
    +   1. Posting Inventory
       1. Update Project Plan
       1. Update Budget
       1. Next Steps
      =

      =3D=3D Going Live =3D=3D
       1. Execute Data Conversion Plan
    +  1. Turn off Previous System
    +  1. Start using xTuple
    -   1. Items/Costs
    -   1. BOMs/BOOs
    -   1. Inventory
    -   1. Scheduling
    -   1. Sales
    -   1. Purchasing
    -   1. CRM
    -   1. Accounting
    -   1. Month-End Processing
       1. Next Steps
      =

    - =3D=3D Refinement & Polishing =3D=3D
    + =3D=3D Recurring Training and Follow On Phase Planning =3D=3D
       1. Ensure Client Satisfaction
    +   1. Business Objectives have been met
    +   1. Full Utilization of xTuple
    +  1. If this is a phased implementation prepare for the next phase.
       1. Minor Enhancements
        1. Scripting
        1. Screens
       1. Next Steps
      =

    - =3D=3D On-Going Support =3D=3D
    -  1. Business Audit
    -   1. Should we productize business audit?
    - =

      =3D=3D Addendum =3D=3D
      =