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Ellucian Implementation MethodologySummary of Project Management and Solution Delivery Phases


Ellucian Implementation Methodology Summary of Project Management and Solution Delivery Phases

Rev. 5/10/2013

Table of Contents

Overview

Project Management

Initiation

Planning

Execution

Monitor and Control

Transition and Close

Solution Delivery

Define

Design

Configure

Test

Deploy

Delivery Milestones

Table of Contents

3

Project Management

4

5

6

Monitor and Control 7

Transition and Close 8

Solution Delivery

9

10

11

12

13

Delivery Milestones 14

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Ellucian Implementation MethodologySummary of Project M

A disciplined understanding and application of the Ellucian Implementation

Methodology will:

1. Increase customer service/satisfaction by:

• Enabling a consistent, repeatable, scalable, and process

delivering solutions so that customers can achieve a greater return on their

investment

• Achieving a more efficient and higher quality delivery of solutions

• Engaging with customers in a consult

• Making every project phase fully transparent to the customer

2. Control costs and resourcing schedules during every project phase by:

• Ensuring management expectations and project schedule match our

contractual obligations

• Employing predefined mitigation and early escalation strategies to reduce

risk and ensure project status remain “green”

• Onboarding and efficient knowledge acquisition of key team members on

select processes and templates



Increase customer service/satisfaction by:

consistent, repeatable, scalable, and process-based approach to


Achieving a more efficient and higher quality delivery of solutions

Engaging with customers in a consultative and collaborative manner

Making every project phase fully transparent to the customer

Control costs and resourcing schedules during every project phase by:

Ensuring management expectations and project schedule match our

contractual obligations

ying predefined mitigation and early escalation strategies to reduce

risk and ensure project status remain “green”

Onboarding and efficient knowledge acquisition of key team members on

select processes and templates

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Ellucian Implementation Methodology


based approach to


Achieving a more efficient and higher quality delivery of solutions

ative and collaborative manner

Control costs and resourcing schedules during every project phase by:

Ensuring management expectations and project schedule match our

ying predefined mitigation and early escalation strategies to reduce

Onboarding and efficient knowledge acquisition of key team members on

Project Management

Initiation:

Primary Processes & Activities

• Complete contracting process

• Transition from sales to delivery

• Initiate project

• Introduce delivery management team

• Develop initial project plan

• Build project repository

• Finalize project scope

• Conduct internal project initiation

meeting

• Conduct client project planning session

• Obtain project stakeholder signoff

Primary Processes & Activities Key Deliverables & Templates

Complete contracting process

Transition from sales to delivery

Introduce delivery management team

Develop initial project plan

duct internal project initiation

Conduct client project planning session

Obtain project stakeholder signoff

• Project Charter

• Project Scope Statement

• Initial Project Plan

• Client Project Planning Session

• Client Survey

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& Templates

Client Project Planning Session

Project Management

Planning:


• Develop project management plan

• Develop project financial baseline

• Identify initial risks

• Distribute initial planning information


Develop project management plan

Develop project financial baseline

Distribute initial planning information

• Project Management Plan

o Organization Chart

o Project Contacts

o Roles and Responsibilities

o Project Approach

o Communication Plan

o Quality Plan

o Change Management Plan

o Issue Management Plan

o Risk Management Plan

o Procurement Plan

• Project Financial Baseline

• Initial Risk Response Plan

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& Templates

Roles and Responsibilities

Communication Plan

Change Management Plan

Issue Management Plan

Risk Management Plan

Project Management

Execution:


• Direct and manage project execution

• Manage project team

• Manage quality assurance

• Manage Procurements


Direct and manage project execution

Manage quality assurance

• Solution Delivery Artifacts

• Updated Project Management

Documents

• Solution Delivery Quality Artifacts

• Procurement Artifacts

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& Templates

Updated Project Management

Delivery Quality Artifacts

Project Management

Monitor and Control:


• Manage project quality

• Manage project work

• Manage change

• Manage project risks

• Manage project financials

• Manage communications

• Manage stakeholder expectations

• Manage knowledge resources


financials

Manage communications

Manage stakeholder expectations

Manage knowledge resources

• Quality Review Reports

• Project Status Meetings and Reports

• Executive Status Meetings and Reports

• Updated Project Plan

• Change Requests

• Change Log

• Issue Log

• Risk Response Plan

• Financial Reports

• Updated Client Care Sites

• Updated Project Dashboard

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& Templates

Project Status Meetings and Reports

Executive Status Meetings and Reports

Updated Project Dashboard

Project Management

Transition and Close:


• Transition to production support

• Verify delivery to contract

• Administrative project closure

• Financial project closure

• Document project success


Transition to production support

contract

Administrative project closure

Document project success

• Transition Plan

• Client Acceptance

• Client Success Story

• Client References

• Lessons Learned

• Client Survey

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& Templates

Solution Delivery

Define:


• Business Process Review

• Discovery/Requirements Gathering

• Reporting Assessment

• Implementation Readiness

• Knowledge Transfer

Activities Key Deliverables & Templates

Discovery/Requirements Gathering

Implementation Readiness

• Business Process Models, including

identification of any gaps

• Engagement Reports

• Decision Workbooks

• Project Schedule

• Implementation Guides

• Service Preparation Document

(integrations and customizations)

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& Templates

Business Process Models, including

Service Preparation Document


Solution Delivery

Design:


• Business Process Review

• Discovery/Requirements Gathering

• Reporting Assessment

• Implementation Readiness

• Knowledge Transfer


Discovery/Requirements Gathering

Implementation Readiness

• Business Process Models, including

identification of any gaps





• Service Preparation Document


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& Templates

Business Process Models, including

Document


Solution Delivery

Configure:


• Environment Strategy Communicated

• Building of Processes

• Unit Testing

• Ongoing Knowledge Transfer

• Customizations/Integrations

/Interfaces

• Test Case Development


Environment Strategy Communicated

Ongoing Knowledge Transfer

Customizations/Integrations





• Test Plans

• Training Workbooks

• Supplemental Job Aids

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& Templates

Solution Delivery

Test:


• Business Process Validation

• Data Migration Validation

• Environments and Security Tested

• End-to-end Process-based Testing,

including interfaces


• Deployment Prep

Activities Key Deliverables & Templates

Business Process Validation

Data Migration Validation

Environments and Security Tested

based Testing,






• Test Plans

• Training Workbooks

• Supplemental Job Aids

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& Templates

Solution Delivery

Deploy:


• Production Readiness

o Functional

o Technical

• Support for End-user Training


• Go-live Support


user Training






• Supplemental Job Aids (i.e. go

checklists, processing aids)

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& Templates

Supplemental Job Aids (i.e. go-live

checklists, processing aids)

Delivery Milestones

Delivery milestones are established to help:

1. Ensure we are achieving desired outcomes for the client

2. Enable early and ongoing identification of issues and corrective actions required

End of Phase Milestone

1 – Initiation Client acceptance/signoff of Project Scope Statement

• Validation that contract deliverables are

understood by Ellucian & Client

• Client identifies any unique needs

• Project Schedule with Ellucian and Client

tasks to deliver contract deliverables is revi

to show how solution(s) will be implemented;

client reviews and signs off on

• Project resources introduced

• Project Plan is reviewed to ensure Client PM and

Ellucian PM demonstrate how project will be

managed

• Project governance i

stakeholders

• Knowledge transfer

are established to help:

Ensure we are achieving desired outcomes for the client

Enable early and ongoing identification of issues and corrective actions required

Milestone and Outcomes to be Achieved Business Process

Client acceptance/signoff of Project Scope Statement

Validation that contract deliverables are

understood by Ellucian & Client

Client identifies any unique needs

Project Schedule with Ellucian and Client-side

tasks to deliver contract deliverables is reviewed

to show how solution(s) will be implemented;

client reviews and signs off on

Project resources introduced

Project Plan is reviewed to ensure Client PM and

Ellucian PM demonstrate how project will be

managed

Project governance is established for all key

holders

Knowledge transfer

For Overall Project

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Enable early and ongoing identification of issues and corrective actions required

Business Process

For Overall Project

2 – Define Client acceptance/signoff on Decision Workbook

content around Requirements Gathering and Business

Process Models/Gaps

• Client identifies integrations, Interfaces and

potential customizations

• Client identifies data migration needs

• Training plan constructed


3 – Design Client acceptance/signoff on Decision Workbook around

the design that will drive configuration of tables/rules

• Determination of process improvements for

client efficiency/effectiveness


4 – Configure Client acceptance/signoff on Decision Workbook around

updates to design that will drive configuration of

tables/rules

• Unit Testing

• Data mapping

• Initial test load of data is converted properly

5 – Test Client acceptance/signoff on Decision

content around testing

• Client validates business process is enabled

properly in application as defined by

requirements


• Client validates data

• Client executes end

• Client completes training of end users

6 – Deploy Client acceptance/signoff on:

1. Decision Workbook content around production

ready/go live;

2. Contractual deliverables met; and

3. Implementation reference provided

• Client has received adequate training

transfer)

• Client validates production readiness (technical

and functional)

• Client understands use of Action L

Customer Support

Client acceptance/signoff on Decision Workbook

content around Requirements Gathering and Business

Process Models/Gaps

Client identifies integrations, Interfaces and

potential customizations

Client identifies data migration needs

Training plan constructed

Knowledge transfer

By Solution

Client acceptance/signoff on Decision Workbook around

the design that will drive configuration of tables/rules

Determination of process improvements for

client efficiency/effectiveness

Knowledge transfer

By Solution

Client acceptance/signoff on Decision Workbook around

updates to design that will drive configuration of

Unit Testing

Data mapping

Initial test load of data is converted properly

By Solution

Client acceptance/signoff on Decision Workbook

content around testing

Client validates business process is enabled

properly in application as defined by

requirements

Knowledge transfer

Client validates data

Client executes end-to-end user test plan

Client completes training of end users

By Solution

Client acceptance/signoff on:

Decision Workbook content around production

ready/go live;

Contractual deliverables met; and

Implementation reference provided

Client has received adequate training (knowledge

transfer) on how to maintain and move forward

Client validates production readiness (technical

and functional)

Client understands use of Action Line and

Customer Support

By Solution

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By Solution

By Solution

By Solution

Solution

By Solution