Successful projects are defined with strong project methodology and experience. RKL eSolutions implements and supports Sage using a proven methodology. Here's how we do it.

1. Focused. On you.
Successful Projects Start with
Strong Project Management
July 19, 2017

2. Today’s Agenda
Welcome & Introduction
Project Organization
Potential Challenges
Project Phases
Master Schedule Management
Action Item Management
Q & A

3. Project Organization
• Steering Committee
• Project Managers
• Solution Architects
• Core Team Members
• End Users
Participants

4. Client
CFO
RKL
President
Joe
Noll
RKL
VP
Tom
Tobias
Client
CIO
Project Organization
4
CORE TEAM
RKL:Customer:
RKL
PROJECT MANAGER
Client
PROJECT MANAGER
PROJECT STEERING COMMITTEE
Accounting & Finance,
Distribution (Sales & Purchasing Cycles)
Manufacturing/Subcontracting
Technical
Controller
Warehouse Manager, Client Sat
VP Of Operations
IT Director

5. Potential Challenges
1. Resistance to change -- Don’t recreate
the legacy system in your software.
Think “outside the box”.
2. Patience -- How do you eat an
elephant? One bite at a time!
3. Communication -- Vital to buy in!
4. Speed -- Focus, good analytical and
decision-making skills will help meet the
pace.
5. Time commitment and consistent
resource availability -- You get out only
as much as you put into it.
Concerns & Constraints

6. Project Phases
1. Project Planning
2. System Design
3. Configuration
4. CRP Testing
5. Training & Dry Run Production
6. Go Live
Project Phases
6

7. Project Planning
System
Design
Configuration
CRP
Testing
Training &
Dry Run
Production
Go Live
Project Phases
Key Activities – Project Planning
Confirm Project Organization & Steering Committee
Prepare/Schedule Project Workspaces
Kick-Off Project
Procure Hardware/Install Software
Confirm High Level Milestone Schedule
Schedule Business Scoping Workshops
Obtain Approval: Project Management Plan

8. System
Setup/User
Training
Key Activities – System Design
Business Scoping
• Accounting, Distribution, Manufacturing
Business & Design Requirements –
• Master Data Files, Mapping, and Conversion
• System configuration, logic & transactions
• Inbound/outbound interfaces & data entry & reports
• Security access
Document Risks & Develop Mitigation Plan
Confirm Detail Project Schedule: “Configuration to Go Live
Obtain Approval: System Design, Risk Plan, Schedule
Project Planning
System
Design
Configuration
CRP
Testing
Training &
Dry Run
Production
Go Live
Project Phases

9. Key Activities - Configuration
Provide Core Team Training
Load Master Data in Test Database
Configure System
Develop Forms & Reports
Develop Inbound/Outbound Interfaces
Unit Test System Components
Create End-to-end Test Scripts
Obtain Approval: End-to-End Test Scripts
Project Planning
System
Design
Configuration
CRP
Testing
Training &
Dry Run
Production
Go Live
Project Phases

10. End-to-End System Testing: “CRP 1 / CRP 2”
Resolve Issues
Prepare End User Training Documentation
Project Planning
System
Design
Configuration
CRP
Testing
Training &
Dry Run
Production
Go Live
Project Phases
Key Activities - Testing

11. Key Activities – Training & Go Live Planning
Train End Users
End-to-End System Testing – “Dry Run Production”
Resolve Minor Issues
Develop Standard Operating Procedures
Develop Contingency Plans & Support Protocol
Develop Detail Cut-Over Schedule
Obtain Approval to ‘Go Live’
Project Planning
System
Design
Configuration
CRP
Testing
Training &
Go Live
Planning
Go Live
Project Phases

12. Key Activities – Go Live
Convert Go-Live Data
Go-Live
Implement Support Plan
Analyze Implementation Results
Identify Lessons Learned
Identify Future Needs
Plan Phase II
Project Planning
System
Design
Configuration
CRP
Testing
Training &
Dry Run
Production
Go Live
Project Phases

13. Project Planning
System Design
Configuration
Testing
Training
Go Live
Optimization
Generic Milestone Schedule
13

14. Focused. On you.
Master Project Schedule
Management

15. Master Project Schedule Management
• “SmartSheet” web-based tool is used by RKL
– Supports task tracking by responsible person and date in Gantt chart
format
– Supports file sharing in secure hosted web environment
• Weekly action item status updates, as provided by core team
members to ‘Customer’ and RKL project managers, will be used to
update the master project schedule
• Master project schedule status will be reviewed with the Steering
Committee on a monthly basis, at a minimum, unless a significant
schedule change is identified or expected.

16. Master Project Schedule Management – “SmartSheet”
16

17. Action Item Management
• RKL Project Manager
– Coordinates action item status updates for open RKL core team tasks
• ‘Customer’ Project Manager –
– Coordinates action item status updates for open ‘Customer’ core team
tasks
• Key Data Proposed
– See next slide

18. Action Log – “SmartSheet”
18

19. Closing Remarks & Questions
THANK YOU!
Contact RKL eSolutions for additional information or for a
copy of our ‘8 Pitfalls of ERP Project Failure’ eBook.
VP of Sage X3 VP of Sales
TTobias@rklesolutions.com WGoodfield@rklesolutions.com