launch meeting < customer name >

Launch meeting < Customer name >

Sage ERP X3 Standard EditionImplementation ProjectLocation: <PLACE>Date: <DATE>

Launch meetingAgenda

• Presentations• Context• Presentation of Sage ERP X3 Standard Edition• Methodology• Project participants• Presentation of the RACI• Planning• Schedule

Launch meetingContract overview

Implementation contract approval Date and signature

Approved by Signatory's name

Number of Users # users

Type of Suite Distribution / Manufacturing

Options purchased on the product range

Yes/No

Contract Type Time-and-Materials / Fixed cost

Project Quality Plan validated by customer

Yes/No

Sales presentation completed Yes/No

Majority of model PI001 completed Yes/No

Go-Live target date MM/DD/YY

< To be completed >

Launch meeting Customer expectations

• Sage ERP X3 Standard Edition, customer reasons for their choice– …– …– …

• Sage ERP X3 Standard Edition, customer goals– …– …– …

• Sage ERP X3 Standard Edition, customer commitment– …– …– …

< To be completed >

Launch meetingSage ERP X3 Standard Edition, Presentation of a solution

• Sage ERP X3 Standard Edition, a functional solution– Developed on the basis of our product expertise– Based on a preliminary setup and configuration– Designed around predefined functional roles– Simple to learn and use through role-based process flows– Adaptable to the company’s specific business rules– Support for focused customization, where necessaryUse reliable solutions

• Sage ERP X3 Standard Edition, an implementation solution– Designed and developed on the basis of our experience– Based on adapted methodologies– Supported by specifically designed toolsSupervise your project

Easy

Fast

Launch meetingSage ERP X3 Standard Edition, Presentation of a Solution

• Sage ERP X3 Standard Edition also means …– Using a solution … not designing it

• Accepting the preliminary setup• Choosing between available options• Getting familiar with the standard processes and functionalities• Structuring your data• Training your employees

– Complying with commitments ... and thus controlling lead-times and budgets

• Applying the Project Quality Plan• Identifying Project Team and Key Users• Preparing the consultants interventions• Complying with the assigned intervention framework of consultants• Making informed decisions quickly

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Launch meetingMethodology: Phases and Milestones

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Testing TrainingImplementationScoping Support

Sign

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Steering the project

Launch meetingMethodology: Phases of the Project

Launch Meeting Configuration of Target Solution

Project Team Training

Adjustments to Target Description

Development Procedures

Functional Overviews

DataMigration

End-UserTraining

ProductionStart-up

ScopingInterviews

AcceptanceTesting

Start-upAssistance

Preparation of Target Description

Sign-off on Target Solution

Description

Installation of Target Solution

Sign-off on Target Solution

Sign-off onGo-Live Plan

Sign-off onFinal Production


Launch meetingMethodology: Phase Tools

Sales Presentation template

Descriptionof Target Solution

Target Solution Target Solution CustomerStart-up Procedure

Project Preparation tools

Data Migration Kit Descriptionof Target Solution

Final Descriptionof Target Solution

Data Migration Kit

Launch Meetingtemplate

Installation Procedures

Data Migration Kit SupportSteering Committee

No. 3

Final Descriptionof Target Solution

Functional Overview templates

(Getting Started)

Acceptance Testing Report

Standard Start-up Procedure

SupportSteering Committee

No. 4Scoping Interview

templatesSupport

Steering Committee No. 2

Data Migration Kit

Descriptionof Standard Solution

SupportSteering Committee

No. 1


Launch meetingMethodology: Deliverables by Phase

Sales Presentation Sign-off

Target solutionadaptation

Attendance SheetSign-offs

Training report Assistance report for

Customer Start-upRACI

Sign-offTarget solution

installationAssistance report for Data Migration

Report SC03Sign-off

Report SC03Sign-off

Launch MeetingReport Sign-off

.

Minutes No. 2Sign-off

Acceptance Testing Report Sign-off



Attendance SheetSign-offs

Target SolutionInstallation Sign-off

Start-up procedure review and Sign-off

Presentation forms signed-off

Assistance report for Customer

Acceptance Testing

Report SC01Sign-off

Report SC02Sign-off




Launch meetingProject participants: Resource Assignment

Project Manager Consultant's name

STEERING Project Manager Name of Project ManagerDBA Name of Key-User

Consultant Consultant's name

FINANCE Chief Accountant Name of Key-UserAccounts Receivable Name of Key-UserAccounts Payable Name of Key-User


Design/Methods Name of Key-UserPlanning/Scheduling Name of Key-UserShop Floor Manager Name of Key-UserCost Controller Name of Key-User

MANUFACTURING


Buyer Name of Key-UserMaterial Buyer Name of Key-UserBusiness Name of Key-UserSales Administration Name of Key-User

DISTRIBUTION

Stock Manager Name of Key-User

< To be completed >

Warehouse Keeper Name of Key-User

Launch meetingProject participants: Steering Committee

Project Manager Name of Project Manager

Project Manager Name

General Management Name

Financial Management Name

Sales Management Name

Production Management Name

Informatics Management Name

STEERING COMMITTEE

< To be completed >

Launch meetingPresentation of the RACI

• Description of responsibilities by profile– For the Customer– For the Integrator– By tasks to be carried out

• What does RACI stand for?– R for Responsible– A for Accountable– C for Consulted– I for Informed

• Link to the RACI for presentation < to be updated >

Launch meetingPlanning: Defining the project milestones

MM/DD/YY MM/DD/YY MM/DD/YY MM/DD/YY MM/DD/YY MM/DD/YY

< To be completed >


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Launch meetingPlanning: Integration workload by phase

Steering: 5 daysTechnical help: 12 days

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Plan

12 days 6 days 9 days 0 days 6 days

< To be completed > < To be completed > < To be completed > < To be completed > < To be completed >

5 weeks 3 weeks 9 weeks 4 weeks 3 weeks

Consultants

Customers

Deadline

Example of manufacturing suite < To be completed >

Launch meetingSchedule: Functional Overviews

< To be updated >

• Availability of key users• Prior reading of the Description of Standard

Solution (SC001)– On concerned domains– On concerned modules

Replace this with a snapshot and link to the updated PI001-5 tab in the PI001 (Preparing the Project) spreadsheet

Launch meetingSchedule: Scoping Interviews – List of interviews

< To be updated >

• Interview list prepared – With the Customer Project Manager– Based on the sales presentation

Replace this with a snapshot and link to the updated PI001-7 tab in the PI001 (Preparing the Project) spreadsheet

Launch meetingSchedule: Scoping Interviews - Planning

< To be updated >

Replace this with a snapshot and link to the updated PI001-6a or PI001-6b tab in the PI001 (Preparing the Project) spreadsheet, depending on the suite type

Launch meetingSchedule: next contractual deadlines

1 – Delivery of Target Solution Description MM/DD/YY

2 – Delivery of Target Solution Description Sign-off MM/DD/YY

Testing TrainingImplementationScoping Support1 2

< To be updated >

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plan

Launch meetingReport

< To be updated >

Date of launch meeting report update following the remarks

MM/DD/YY

Report completed

Sent to customerMM/DD/YY

Validation by Steering Committee No. 1 Two copies submitted to the customer and integrator

MM/DD/YY

Customer signatory : Signatory title: Customer Initials

Integrator signatory : Signatory title: Integrator initials

launch meeting < customer name >

Documents