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Project	
  Management	
  
OPEN	
  SOURCE	
  ERP	
  PROJECT	
  
Project	
  Kickoff	
  

26/6/12	
        Project	
  Management	
  -­‐	
  Project	
  Kickoff	
     1	
  
Agenda	
  
I.  Project	
  Overview	
  
       v Project	
  Requirements,	
  Skills	
  &	
  Technology	
  
       v Project	
  Schedule	
  &	
  Milestones	
  
       v Team	
  Organization:	
  Roles	
  &	
  Responsibilities	
  
II.  Working	
  Processes	
  
       v Infrastructure	
  
       v ConNiguration/Deployment	
  Management	
  	
  
       v Measurement	
  Plan	
  (functional	
  &	
  non-­‐functional)	
  
III. Kick-­‐off	
  
       v Risks	
  &	
  Issues	
  
       v Training	
  
       v Rules	
  &	
  Norms	
  
26/6/12	
                    Project	
  Management	
  -­‐	
  Project	
  Kickoff	
     2	
  
I.1.	
  Open	
  Source	
  ERP	
  –	
  Project	
  Overview	
  
v I.1.	
  Project	
  Overview	
  
      v Client	
  Industry:	
  Phong	
  Phú	
  -­‐	
  Wholesales	
  Distribution	
  
v I.2.	
  Project	
  Requirements	
  
      v Improve	
  Business	
  Process,	
  Customize	
  Screens	
  &	
  
        Reports:	
  Sales,	
  Purchase,	
  Warehouse,	
  AR/AP	
  
      v Data	
  Integration	
  ETL:	
  data	
  transfer	
  to	
  3rd-­‐party	
  &	
  
        between	
  Shops	
  (3rd-­‐party	
  POS)	
  &	
  Headquarter	
  
v I.3.	
  Skills	
  &	
  Technology	
  
      v ERP	
  &	
  ETL	
  (Extract	
  Transform	
  Load)	
  
      v J2EE,	
  JSR-­‐168	
  /	
  JSR-­‐286	
  (Portal),	
  CMIS	
  
      v Oracle,	
  PostgreSQL	
  
26/6/12	
                     Project	
  Management	
  -­‐	
  Project	
  Kickoff	
     3	
  
I.2.	
  Project	
  Overview	
  
                                                                Giám	
  Đốc	
  
                           Kế	
  Toán	
                                                              Kinh	
  Doanh	
  



                                                           CÔNG	
  NỢ	
  


                            MUA	
  HÀNG	
                  KẾ	
  TOÁN	
                          BÁN	
  HÀNG	
  
Nhà	
  Cung	
  Cấp	
                                                                                                         Khách	
  Hàng	
  
                                                           TỒN	
  KHO	
  




                         Điều	
  Phối	
                                                               Dịch	
  Vụ	
  KH	
  
                                                               Thủ	
  Kho	
  
26/6/12	
                                   Project	
  Management	
  -­‐	
  Project	
  Kickoff	
                                           4	
  
I.3.	
  Open	
  Source	
  ERP	
  –	
  Project	
  Overview	
  
v I.4.	
  Project	
  Schedule	
  &	
  Milestones	
  
      v Resources:	
  4	
  developers	
  +	
  0.5	
  PM	
  +	
  0.5	
  tester	
  
      v Duration	
  &	
  Schedule:	
  July	
  02	
  to	
  August	
  31,	
  2012	
  
              Ø Prototypes:	
  July	
  16,	
  2012	
  
              Ø Alpha	
  &	
  Beta	
  Release:	
  July	
  31	
  &	
  August	
  10,	
  2012	
  
              Ø Acceptance	
  Test:	
  August	
  24,	
  2012	
  
              Ø Go	
  Live:	
  August	
  31,	
  2012	
  
v I.5.	
  Team:	
  Roles	
  &	
  Responsibilities	
  
      v Team	
  &	
  Client	
  Organization	
  Chart:	
  TBD	
  
      v Roles	
  &	
  Responsibilities:	
  	
  
              follow	
  Smart	
  Software	
  Development	
  Process	
  
26/6/12	
                             Project	
  Management	
  -­‐	
  Project	
  Kickoff	
        5	
  
II.1.	
  Working	
  Processes	
  
q  Working	
  Processes	
  -­‐	
  Follow	
  Smart	
  	
  SDP:	
  	
  
        v  Phases/Iterations,	
  Disciplines,	
  Deliverables	
  …	
  
        v  Coding	
  guideline,	
  Templates	
  &	
  Reports	
  
q  Communication	
  
        v  Within	
  team	
  
              Ø  Via	
  email,	
  chat,	
  phone	
  and	
  direct	
  discussion	
  
        v  With	
  customer	
  
              Ø  By	
  Senior	
  Project	
  Manager,	
  Project	
  Manager	
  only	
  
              Ø  Via	
  email,	
  chat,	
  phone	
  
q  Meeting	
  &	
  Report	
  Mechanism	
  
        v  Task	
  report	
  and	
  timesheet:	
  	
  
              Ø  Fill	
  in	
  daily;	
  Format:	
  TBD	
  
        v  Weekly	
  team	
  meeting:	
  	
  
              Ø  When:	
  Fri,	
  3:00	
  PM	
  VN	
  Time	
  
        v  Meeting	
  on-­‐demand	
  would	
  be	
  organized	
  if	
  necessary	
  
        v  Meeting	
  with	
  Customer:	
  TBD	
  
26/6/12	
                                Project	
  Management	
  -­‐	
  Project	
  Kickoff	
     6	
  
II.2.	
  Infrastructure	
  
q Development	
  Tool	
  
       v IDE:	
  Eclipse	
  for	
  Java	
  EE	
  
q Testing	
  Environment	
  
       v Bug	
  Tracking	
  Tool:	
  TBD	
  (JIRA	
  /	
  Bugzilla	
  /	
  Trac)	
  
q Deployment	
  System	
  
       v OS:	
  Windows	
  /	
  Linux	
  
       v Web-­‐server:	
  Tomcat,	
  Apache	
  
       v Database:	
  Oracle	
  /	
  PostgreSQL	
  
       v Java,	
  Ant	
  
q Source	
  Code	
  Control	
  
       v TBD	
  (SVN,	
  Mercurial)	
  
26/6/12	
                      Project	
  Management	
  -­‐	
  Project	
  Kickoff	
     7	
  
II.3.	
  Measurement	
  Plan	
  
     	
                                                #4  Triển  Khai  Chuyên  Nghiệp	
   3.1.  Chức  Năng  Tiện  Lợi	
                       F  Triển  Khai  Nhanh,  Đơn  Giản  	
   F   Mua  Bán,  Tồn  Kho,  Công  Nợ	
               F   Hướng  Dịch  Vụ  SaaS	
   F   Alert  Cảnh  Báo:  Email  &  SMS	
             F   Đa  Nền  Tảng:  Oracle/PosgreSQL  
   F   Tích  Hợp  Dữ  Liệu  ETL  &                              +  Windows/Linux	
             Business  Intelligent	

                                                 #1	
3.2.  Tính  Năng  Tiện  Ích	
                Chất  Lượng	
      #5  Dịch  Vụ  Hậu  Mãi	
F Model-­‐‑Based  Platform	
                 Quốc  Tế!	
       F   Hotline  24  x  7  	
F Đa  Cty,  Đa  Tiền  Tệ	
                                     F   Nâng  Cấp  Online	
F Đa  Thiết  Bị:  PC  &                           #2	
         F   Phí  Bảo  Trì  7.5%  /  1  năm	
        iPad/iPhone/Adroid	
                 Giá  Việt  Nam	
                                                Hợp  Lí	




     Quy  Trình  Chuẩn,  Hỗ  Trợ	
 Công  Nghệ  Web  Online  	
 Dễ  Mở  Rộng  &  Giảm    
   Đa  Chi  Nhánh  &  Đa  Nền  Tảng	
 An  Toàn  &  Tốc  Độ  Cao	
 Tổng  Chi  Phí  Đầu  Tư	
                                                                                                   8
III.1.	
  Risks	
  &	
  Issues	
  
                                        Risk	
                                              Impact	
                                    Mitigation	
  Plan	
  
                                                                                                                   +	
  Negotiate	
  for	
  more	
  time	
  
    The	
  schedule	
  may	
  be	
  tight	
                                             Quality	
  
                                                                                                                   +	
  More	
  resource	
  &	
  team-­‐work	
  	
  

    Hardware	
  may	
  not	
  be	
  provided	
  on	
  time	
                            Schedule	
                 Request	
  for	
  hardware	
  as	
  soon	
  as	
  possible	
  

    Tools:	
  Easy	
  to	
  use	
  but	
  license	
  vs.	
                              Budget/                    +	
  Negotiate	
  to	
  buy	
  Licensed	
  tool	
  
    Opensource/freeware	
  but	
  learning-­‐curve	
                                    Resource	
                 +	
  Training	
  Opensource/freeware	
  	
  
    Scope	
  scrape	
  &	
  	
                                                                                     +	
  Senior	
  Business	
  Analysis	
  
                                                                                        Requirements	
  
    Measurable	
  Plan	
  is	
  not	
  clear	
  (not	
  very	
  clear)	
  	
                                       +	
  Sign-­‐off	
  Acceptance	
  Test-­‐cases	
  
                                                                                                                   +	
  Training	
  
    New	
  Technology:	
  JSR-­‐168	
  &	
  JSR-­‐286	
  (Portal)	
                     Time/Quality	
  
                                                                                                                   +	
  Software	
  Architect	
  &	
  Samples	
  Code	
  
                                                                                                                   +	
  Setup	
  Environment	
  
    Multiple	
  OS,	
  Multiple	
  Devices,	
  Multiple	
  Languages	
                  Quality	
  
                                                                                                                   +	
  Test,	
  test,	
  and	
  test	
  

    Team	
  &	
  Client	
  Organization	
  Chart:	
  TBD	
                              Resource	
                 Should	
  be	
  decined	
  ASAP	
  

    Data	
  transfer	
  to	
  3rd-­‐party	
  	
  Enterprise	
  Content	
                Technical	
                +	
  JSR-­‐170	
  standard	
  
    Management	
  (ECM)	
                                                                                          +	
  Content	
  Management	
  Interoperability	
  
                                                                                                                   Services	
  (CMIS)	
  	
  
    Open	
  Discuss	
  Here	
  …	
  




26/6/12	
                                                         Project	
  Management	
  -­‐	
  Project	
  Kickoff	
                                                              9	
  
III.2.	
  Team	
  Self-­‐Training	
  
                                                                                                  Software	
  Development	
  Process	
  
                  Know-­‐How                                                                      SMART	
  Software	
  Development	
  Process	
  
                                                                                                  PMP	
  -­‐	
  Project	
  Management	
  Professional	
  
                                                                                                  Infrastructure	
  Tools	
  &	
  Report	
  Templates
                   Project	
  Experience
                                                                                                 Smart	
  Business	
  ERP	
  -­‐	
  Implementation	
  
                                                                                                  Open	
  Source	
  ERP	
  -­‐	
  Features	
  &	
  Existing	
  Modules
                   Excellent	
  Experts	
                                                         Open	
  Source	
  ERP	
  -­‐	
  How	
  To	
  Develop	
  

                                                                                                  Cloud,	
  Reliable/Failover	
  &	
  Security/SSO	
  


                   Best	
  Teamwork
                                                              Smart	
  Business	
  ERP	
  -­‐	
  Integration	
  	
  
                                                                                                   ETL	
  -­‐	
  Extract	
  Transform	
  Load	
  
                                                                                                   ECM	
  -­‐	
  Enterprise	
  Content	
  Management	
  
                   Industry	
  Specialist
                                                                                                   Industry	
  Standard:	
  JSR-­‐168,	
  JSR-­‐170,	
  CMIS	
  




“Coming	
  together	
  is	
  a	
  beginning.	
  Keeping	
  together	
  is	
  progress.	
  	
  	
  	
  	
  
	
  	
  Working	
  together	
  is	
  success.”	
  -­‐	
  	
  Henry	
  Ford.	
  
26/6/12	
                                          Project	
  Management	
  -­‐	
  Project	
  Kickoff	
                                                            10	
  
III.2.	
  Rules	
  &	
  Norms	
  
q  Rules	
  
    1.  Follow	
  Project	
  guideline	
  
    2.  Exceptions	
  must	
  be	
  approved	
  by	
  SPM/PM	
  
q  Norms	
  
    1.  Learn	
  from	
  the	
  past,	
  but	
  deal	
  with	
  the	
  present.	
  
    2.  Be	
  accountable/responsible	
  for	
  your	
  actions.	
  
    3.  Be	
  open	
  to	
  ideas	
  or	
  opinions	
  that	
  are	
  different	
  from	
  your	
  own.	
  
    4.  Make	
  decisions	
  by	
  consensus.	
  
    5.  Be	
  persistent.	
  
    6.  Celebrate	
  successes	
  	
  
    7.  Walk	
  the	
  talk;	
  deliver	
  on	
  your	
  commitments.	
  
    8.  Deal	
  with	
  the	
  facts	
  instead	
  of	
  rumors	
  or	
  assumptions.	
  
    9.  Issue	
  must	
  be	
  raised	
  in	
  advance	
  and	
  as	
  soon	
  as	
  possible	
  
    10.  If	
  you	
  disagree,	
  offer	
  your	
  reasons	
  why	
  &	
  
         an	
  alternative	
  approach.	
  
    11.  Treat	
  each	
  other	
  with	
  respect.	
  
    12.  Keep	
  communication	
  open,	
  honest,	
  timely,	
  and	
  two-­‐way.	
  

26/6/12	
                            Project	
  Management	
  -­‐	
  Project	
  Kickoff	
                     11	
  
Fixed Time. Fixed Price.




                                                                                          Technical Expertise
              Domain Knowledge




                                            Performance Guarantee




                                 We	
  will	
  Be	
  A	
  Powerful	
  Team	
  !	
  
                                 Welcome	
  on	
  Board	
  	
  !	
  

26/6/12	
                        Project	
  Management	
  -­‐	
  Project	
  Kickoff	
                           12	
  

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Project management - kickoff - opensource erp

  • 1. Project  Management   OPEN  SOURCE  ERP  PROJECT   Project  Kickoff   26/6/12   Project  Management  -­‐  Project  Kickoff   1  
  • 2. Agenda   I.  Project  Overview   v Project  Requirements,  Skills  &  Technology   v Project  Schedule  &  Milestones   v Team  Organization:  Roles  &  Responsibilities   II.  Working  Processes   v Infrastructure   v ConNiguration/Deployment  Management     v Measurement  Plan  (functional  &  non-­‐functional)   III. Kick-­‐off   v Risks  &  Issues   v Training   v Rules  &  Norms   26/6/12   Project  Management  -­‐  Project  Kickoff   2  
  • 3. I.1.  Open  Source  ERP  –  Project  Overview   v I.1.  Project  Overview   v Client  Industry:  Phong  Phú  -­‐  Wholesales  Distribution   v I.2.  Project  Requirements   v Improve  Business  Process,  Customize  Screens  &   Reports:  Sales,  Purchase,  Warehouse,  AR/AP   v Data  Integration  ETL:  data  transfer  to  3rd-­‐party  &   between  Shops  (3rd-­‐party  POS)  &  Headquarter   v I.3.  Skills  &  Technology   v ERP  &  ETL  (Extract  Transform  Load)   v J2EE,  JSR-­‐168  /  JSR-­‐286  (Portal),  CMIS   v Oracle,  PostgreSQL   26/6/12   Project  Management  -­‐  Project  Kickoff   3  
  • 4. I.2.  Project  Overview   Giám  Đốc   Kế  Toán   Kinh  Doanh   CÔNG  NỢ   MUA  HÀNG   KẾ  TOÁN   BÁN  HÀNG   Nhà  Cung  Cấp   Khách  Hàng   TỒN  KHO   Điều  Phối   Dịch  Vụ  KH   Thủ  Kho   26/6/12   Project  Management  -­‐  Project  Kickoff   4  
  • 5. I.3.  Open  Source  ERP  –  Project  Overview   v I.4.  Project  Schedule  &  Milestones   v Resources:  4  developers  +  0.5  PM  +  0.5  tester   v Duration  &  Schedule:  July  02  to  August  31,  2012   Ø Prototypes:  July  16,  2012   Ø Alpha  &  Beta  Release:  July  31  &  August  10,  2012   Ø Acceptance  Test:  August  24,  2012   Ø Go  Live:  August  31,  2012   v I.5.  Team:  Roles  &  Responsibilities   v Team  &  Client  Organization  Chart:  TBD   v Roles  &  Responsibilities:     follow  Smart  Software  Development  Process   26/6/12   Project  Management  -­‐  Project  Kickoff   5  
  • 6. II.1.  Working  Processes   q  Working  Processes  -­‐  Follow  Smart    SDP:     v  Phases/Iterations,  Disciplines,  Deliverables  …   v  Coding  guideline,  Templates  &  Reports   q  Communication   v  Within  team   Ø  Via  email,  chat,  phone  and  direct  discussion   v  With  customer   Ø  By  Senior  Project  Manager,  Project  Manager  only   Ø  Via  email,  chat,  phone   q  Meeting  &  Report  Mechanism   v  Task  report  and  timesheet:     Ø  Fill  in  daily;  Format:  TBD   v  Weekly  team  meeting:     Ø  When:  Fri,  3:00  PM  VN  Time   v  Meeting  on-­‐demand  would  be  organized  if  necessary   v  Meeting  with  Customer:  TBD   26/6/12   Project  Management  -­‐  Project  Kickoff   6  
  • 7. II.2.  Infrastructure   q Development  Tool   v IDE:  Eclipse  for  Java  EE   q Testing  Environment   v Bug  Tracking  Tool:  TBD  (JIRA  /  Bugzilla  /  Trac)   q Deployment  System   v OS:  Windows  /  Linux   v Web-­‐server:  Tomcat,  Apache   v Database:  Oracle  /  PostgreSQL   v Java,  Ant   q Source  Code  Control   v TBD  (SVN,  Mercurial)   26/6/12   Project  Management  -­‐  Project  Kickoff   7  
  • 8. II.3.  Measurement  Plan     #4  Triển  Khai  Chuyên  Nghiệp 3.1.  Chức  Năng  Tiện  Lợi F  Triển  Khai  Nhanh,  Đơn  Giản   F   Mua  Bán,  Tồn  Kho,  Công  Nợ F   Hướng  Dịch  Vụ  SaaS F   Alert  Cảnh  Báo:  Email  &  SMS F   Đa  Nền  Tảng:  Oracle/PosgreSQL   F   Tích  Hợp  Dữ  Liệu  ETL  &            +  Windows/Linux          Business  Intelligent #1 3.2.  Tính  Năng  Tiện  Ích Chất  Lượng #5  Dịch  Vụ  Hậu  Mãi F Model-­‐‑Based  Platform Quốc  Tế! F   Hotline  24  x  7   F Đa  Cty,  Đa  Tiền  Tệ F   Nâng  Cấp  Online F Đa  Thiết  Bị:  PC  &     #2 F   Phí  Bảo  Trì  7.5%  /  1  năm        iPad/iPhone/Adroid Giá  Việt  Nam Hợp  Lí Quy  Trình  Chuẩn,  Hỗ  Trợ Công  Nghệ  Web  Online   Dễ  Mở  Rộng  &  Giảm     Đa  Chi  Nhánh  &  Đa  Nền  Tảng An  Toàn  &  Tốc  Độ  Cao Tổng  Chi  Phí  Đầu  Tư 8
  • 9. III.1.  Risks  &  Issues   Risk   Impact   Mitigation  Plan   +  Negotiate  for  more  time   The  schedule  may  be  tight   Quality   +  More  resource  &  team-­‐work     Hardware  may  not  be  provided  on  time   Schedule   Request  for  hardware  as  soon  as  possible   Tools:  Easy  to  use  but  license  vs.   Budget/ +  Negotiate  to  buy  Licensed  tool   Opensource/freeware  but  learning-­‐curve   Resource   +  Training  Opensource/freeware     Scope  scrape  &     +  Senior  Business  Analysis   Requirements   Measurable  Plan  is  not  clear  (not  very  clear)     +  Sign-­‐off  Acceptance  Test-­‐cases   +  Training   New  Technology:  JSR-­‐168  &  JSR-­‐286  (Portal)   Time/Quality   +  Software  Architect  &  Samples  Code   +  Setup  Environment   Multiple  OS,  Multiple  Devices,  Multiple  Languages   Quality   +  Test,  test,  and  test   Team  &  Client  Organization  Chart:  TBD   Resource   Should  be  decined  ASAP   Data  transfer  to  3rd-­‐party    Enterprise  Content   Technical   +  JSR-­‐170  standard   Management  (ECM)   +  Content  Management  Interoperability   Services  (CMIS)     Open  Discuss  Here  …   26/6/12   Project  Management  -­‐  Project  Kickoff   9  
  • 10. III.2.  Team  Self-­‐Training   Software  Development  Process   Know-­‐How SMART  Software  Development  Process   PMP  -­‐  Project  Management  Professional   Infrastructure  Tools  &  Report  Templates Project  Experience Smart  Business  ERP  -­‐  Implementation   Open  Source  ERP  -­‐  Features  &  Existing  Modules Excellent  Experts   Open  Source  ERP  -­‐  How  To  Develop   Cloud,  Reliable/Failover  &  Security/SSO   Best  Teamwork Smart  Business  ERP  -­‐  Integration     ETL  -­‐  Extract  Transform  Load   ECM  -­‐  Enterprise  Content  Management   Industry  Specialist Industry  Standard:  JSR-­‐168,  JSR-­‐170,  CMIS   “Coming  together  is  a  beginning.  Keeping  together  is  progress.              Working  together  is  success.”  -­‐    Henry  Ford.   26/6/12   Project  Management  -­‐  Project  Kickoff   10  
  • 11. III.2.  Rules  &  Norms   q  Rules   1.  Follow  Project  guideline   2.  Exceptions  must  be  approved  by  SPM/PM   q  Norms   1.  Learn  from  the  past,  but  deal  with  the  present.   2.  Be  accountable/responsible  for  your  actions.   3.  Be  open  to  ideas  or  opinions  that  are  different  from  your  own.   4.  Make  decisions  by  consensus.   5.  Be  persistent.   6.  Celebrate  successes     7.  Walk  the  talk;  deliver  on  your  commitments.   8.  Deal  with  the  facts  instead  of  rumors  or  assumptions.   9.  Issue  must  be  raised  in  advance  and  as  soon  as  possible   10.  If  you  disagree,  offer  your  reasons  why  &   an  alternative  approach.   11.  Treat  each  other  with  respect.   12.  Keep  communication  open,  honest,  timely,  and  two-­‐way.   26/6/12   Project  Management  -­‐  Project  Kickoff   11  
  • 12. Fixed Time. Fixed Price. Technical Expertise Domain Knowledge Performance Guarantee We  will  Be  A  Powerful  Team  !   Welcome  on  Board    !   26/6/12   Project  Management  -­‐  Project  Kickoff   12