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1. Delivery Methodology
E-success for Client Projects

2. Contents
• Introduction
• Client Projects
• Project Management Methodology
– E-success for Client Projects
• Questions

4. E-success : Use of Project Management
• Better control of all project means, budget and the costs
• Control on changes
• Clear appointments and agreements about roles and
responsibilities
• Enhanced Linxsmart Image
• Consistent Implementations
• Increased Efficiency
• Clear results of projects
• Better communication and decision making
• Timely adjustments of not longer effective projects
• High quality of service delivery

5. E-success Client Project Management

6. E-success Client Project Management
• Overview: E-success & Project Roles
• E-success Phase Descriptions
– Phase & Objective
– Activities & Deliverables
– Documents & Tools
• Project Role Descriptions

7. Overview: E-success & Project Roles
Discover Analyze Design Implement Test Hand over
1 2 3 4 5 6
Project Manager
Technical Consultant
Services Manager
Account Manager - optional
End User(s)
Developer
Client Management Team
Test
Analyst

8. E-success Phase Descriptions
Discover Analyze Design Implement Test Hand over
1 2 3 4 5 6

9. Objective
• Make a qualified assessment of requirements of the client against the Linxsmart resources
and technical capability and give client a business case/proposal of the assessment.
Discover Analyze Design Implement Test Hand over
1 2 3 4 5 6
Phase 1 – Discover
No. Activity Deliverable Role/s responsible Comment
1 Prepare
Workshop
Workshop Client/ Client Mgt. Team
Account Mgr./Project Mgr.
This step is optional can be
substituted with discussion with
client .
2 Prepare
Business Case
Business
Case
Account Mgr./Project Mgr. Business Case documents
Linxsmart’s assessment of the
requirements and presents high
level efforts/approach to address the
client requirement
3 Client
Management
Team Meeting
Status Report Status Report Optional.

10. Analyze Design Implement Test Hand over
1 2 3 4 5 6
Discover
Phase 2 – Analyze
Objective
• Define and design a solution that supports our client’s requirements and strategy, and
derive a more accurate quantitative assessment of overall effort, schedule, and cost.
No. Activity Role/s responsible Deliverable Comments
1 Business
Requirements
Review (BRR)
Project Mgr. Report & Project
definition
PM to send the review for client to review .
Client to sign-off the review.
2 Prepare Project Plan Account Mgr./ Project
Mgr.
Project plan &
budget
PM/AM to send the project plan and the
revised assessment to client. Client to agree
and sign-off
3 Agree on Project
Management
Procedures
Account Mgr./ Account
Mgr.
Minutes of
Agreed, Dates,
Milestones &
Responsibilities
Client to agree on the more accurate
assessment and agree and sign-off
4 Project Kick-off Presentation Presentation Optional – if required depending on size of
client mgt. team
5 Steering Committee
Meeting
Status Report &
Minutes
Status Report &
Minutes
Options – if required depending on size of
client mgt. team

11. Phase 2 – Tools, Templates & Checklists
Tools
• MS Office
Templates & Checklists
• Business Requirements Review
• Project plan
– Grid spreadsheet or MS Schedule to estimate
project costs
• Kick-off presentation
• Status Report
• Minutes of meeting

12. Analyze Design Implement Test Hand over
1 2 3 4 5 6
Discover
Phase 3 – Design
Objective
• A solution designed around a client requirements and is capable of achieving client expectation in the
agreed time, cost , quality and schedule
No. Activity Role/s
Responsible
Deliverable Comments
1 Specify Business
Processes and
Architecture
PM ,Tech.
Consultant-
Client – US.
System overview and
interfaces
Our delivery team to clarify from Client and then
create a system overview and interfaces
2 Specify input,
output interfaces
PM, Technical
Consultant
Client- US.
Overview interfaces Our delivery team to detail out the input/output
requirement and give an overview of interfaces
3 Design user
interfaces
PM, Technical
Consultant
Interactive Design If required
4 Define entities PM, Technical
Consultant
Database design If required
5 Define users and
roles
PM, Technical
Consultant
Client- US
Overview users and
roles
The client can specify the roles/users for the
application and the India team to deliver the
overview of the users and roles
6 Prepare test plan PM/Test Lead Test plan Our team to delivery a test plan for the testing to
be undertaken as part of delivery

13. Phase 3 – Tools, Templates & Checklists
Tools
• MS Office
Templates & Checklists
• Design
• FD : Functional Design
• TD :Technical Design
• IDD : Interaction Design

14. Analyze Design Implement Test Hand over
1 2 3 4 5 6
Discover
Phase 4 – Implement
Objective
• To implement solution that is aligned with the client’s strategy, meets their business and
financial requirements.
No. Activity Role/s
Responsible
Deliverable Comment
1 System installation Delivery team Installed and configured
system
As per requirement specified and agreed
with the client.
2 Setup database
and preferences
Delivery team Database installed As per requirement specified and agreed
with the client.
3 System Integration Delivery team Available Interfaces If required and as agreed with client
during requirements/ design phases
5 Load and convert
data
Delivery team Data loaded into the
system
If required and as agreed with client
during requirements/ design phases

15. Phase 4 – Tools, Templates & Checklists
Tools
• MS Office
Templates & Checklists
• Installation & Configuration
• Status Report

16. Analyze Design Implement Test Hand over
1 2 3 4 5 6
Discover
Phase 5 – Test
Objective
• To let the End Users test & accept the developed solution and if necessary implement the
required changes.
No. Activity Role/s
Responsible
Deliverable Comment
1 Test system Test Team Test report and
analysis
Delivery team to do the testing and
prepare the report
2 Change control Delivery team Perform changes As the defects are raised the Delivery
team to fix and manage change control
3 User Acceptance Delivery team
Client -
Formal decision to
continue
Agree with user upon the end of this
phase for sign-off and continuation to
deploy and handover

17. Phase 5 – Tools, Templates & Checklists
Tools
• MS Office
Templates & Checklists
• Test Report

18. Analyze Design Implement Test Hand over
1 2 3 4 5 6
Discover
Phase 6 – Hand over
Objective
• Deployment of the agreed solution as agreed with the user in the analyze and design
phases.
No. Activity Role/s
Responsible
Deliverable Comment
1 System
installation
Delivery team- Installed and configured live
system
2 Go live Delivery team- Daily use of the system
3 Project audit
& Quality
control
Delivery team- Project Close & Sign-off PM to send Client intimation for
closure
4 Client
Satisfaction
Survey
Account Mgr.- Report PM to send to Client a short survey to
capture the review comments and
points.
5 Hand over to
support
PM /Technical
Consultant -
Handover Sign-off The handover to the appropriate entity
as agreed with the client

19. Phase 6 – Tools, Templates & Checklists
Tools
• MS Office
Templates & Checklists
• Installation & Configuration
• Evaluation

20. Thanks !