AIM

AP.090 APPLICATION
PROCESS OVERVIEW
CUSTOMIZATION

TO

<Company Long Name>

<Subject>

Author:

<Author>

Creation Date:

June 4, 1999

Last Updated:

June 4, 1999

Document Ref:

<Document Reference Number>

Version:

DRAFT 1A

Approvals:
<Approver 1>
<Approver 2>

AP.090 Application to Process Overview Customization

Doc Ref: <Document Reference Number>

June 4, 1999

Document Control
Change Record
3

Date

Author

Versio
n

Change Reference

4-Jun-99

<Author>

Draft
1a

No Previous Document

Reviewers

Name

Position

Distribution

Copy
No.

Name

Location

1
2
3
4

Library Master

Project Library
Project Manager

Note To Holders:
If you receive an electronic copy of this document and print it out, please
write your name on the equivalent of the cover page, for document
control purposes.
If you receive a hard copy of this document, please write your name on
the front cover, for document control purposes.

<Subject>
File Ref: 252641271.doc

(v. DRAFT 1A )
Company Confidential - For internal use only

Application to Process Overview

AP.090 Application to Process Overview Customization

Doc Ref: <Document Reference Number>

June 4, 1999

Contents

Document Control.........................................................................................
Application to Process Overview...................................................................
Preparatory Information..........................................................................
Preparation of Technical Environment.....................................................
Products Installed....................................................................................
Special Considerations for Customization...............................................
Resources for Application to Process Overview.......................................
Follow-Up.................................................................................................
Location and Start Time for Application to Process Overview.................
Participant List.........................................................................................
Application to Process Overview: Evaluation Form for <Company Long
Name>....................................................................................................
Session Follow-Up....................................................................................
Business Requirements Notation.............................................................
Open and Closed Issues for this Deliverable.................................................
Open Issues.............................................................................................
Closed Issues...........................................................................................

<Subject>
File Ref: 252641271.doc

(v. DRAFT 1A )
Company Confidential - For internal use only

Application to Process Overview

AP.090 Application to Process Overview Customization

Doc Ref: <Document Reference Number>

June 4, 1999

Application to Process Overview

Preparatory Information
The following table provides the information required for the instructor to
deliver a <Company Long Name>-specific application to process
overview.
Information Topics

Source(s)

Organizations business and drivers for this

technology project
Organizations organizational challenges

Vendor Sales Representative

Description of Key Applications Being Implemented

List of Applications and Tools Being Implemented
Information on partner products being implemented
(List below)
Key Implementation Decisions made so far
History of Sales Cycle
Past Interaction with vendor
Organizations familiarity with technology/ with
products
Description of Learning Environment
Projected go live date
Logistics: For example, who lets vendor employees
in the door
Other:...............

Insights (for the Implementation

Roadmap)
Executive Project Strategy
Vendor Sales Representative
Proposal/Contractual Agreement
Vendor Sales Representative
Project Manager
Vendor Sales Representative
Vendor Sales Representative
Vendor Sales Representative
Project Manager
Vendor Sales Representative
Vendor Sales Representative
Project Manager

Preparation of Technical Environment

The following checklist will guide the preparation of the technical
environment:

Installation Contact

Contact:

Installation Scheduled

Date:

Installation Completed

Date:

Printer Available

Name:

Confirmation completed

Date:

Space adequate for number of

participants

Products Installed
The following lists the products installed:
<Subject>
File Ref: 252641271.doc

(v. DRAFT 1A )
Company Confidential - For internal use only

Application to Process Overview

AP.090 Application to Process Overview Customization

Doc Ref: <Document Reference Number>

June 4, 1999

Special Considerations for Customization

The following should guide the customization of the Application to Process
Overview:
Application
Module

Content to be
Added

Content to be
Deleted

Duration

Audience Profile

Company
Data Set Up

Other Considerations
The following are other considerations for customization:

Case Study
Lab Exercises
Actual Data
Company
Business
Scenarios

Resources for Application to Process Overview

The following lists the required resources for the overview:

<Subject>
File Ref: 252641271.doc

Number of Participants

List of Participants, Disciplines, Interests

Phone in overview facility

Navigation Documentation Provided (Optional)

Sign-on Instructions

Numbe
r:

Facilities adequate for expected number of

participants
Numbe
r:

Operating System and Application User Names

and Passwords

(v. DRAFT 1A )
Company Confidential - For internal use only

Application to Process Overview

AP.090 Application to Process Overview Customization

Doc Ref: <Document Reference Number>

June 4, 1999

Keyboard Mapping Template

Reference Manuals
White Board, markers, flip charts
Overhead Slides
Overhead Projector
Issues List Template
Application Overview Agenda
Evaluation Sheets - Instructor & Facilities

Follow-Up
The following lists requirements for follow up to the overview:

Secondary Technical Contact

Name:

Secondary Technical Contact

Phone:

Dial out instructions (Attached)

System Administrator

Name:

System Administrator

Phone:

DBA

Name:

DBA

Phone:

SQL*Plus Access

Usernam
e:

SQL*Plus Access

Password
:

SQL*Plus Access

Usernam
e:

SQL*Plus Access

Password
:

Location and Start Time for Application to Process Overview

The application to process overview is held at the following location.
High Level
Systems Overview

<Subject>
File Ref: 252641271.doc

Location/Address

Phone
Number

Number of
Participant
s

Start
Time

(v. DRAFT 1A )
Company Confidential - For internal use only

Preparatio
n
Required

Preparation
Materials

Application to Process Overview

AP.090 Application to Process Overview Customization

Doc Ref: <Document Reference Number>

June 4, 1999

Participant List
The following people participated in the Application to Process Overview:

Learning Event Name:

<Learning Event Name>

Learning Event Day:

<Learning Event Day (for example, 1 of
3)>

Learning Agent(s):
<Learning Agent Name>
No.

Learning Event Date:

<Learning Event Date>
Location:
<Location>

Name

User ID

Title

Phone

Location

Application to Process Overview: Evaluation Form for <Company Long

Name>
The following table captures the evaluation data for the Application to
Process Overview:

Learning Event Name:

<Learning Event Name>

Learning Event Date:

<Learning Event Date>

Learning Agents:
<Learning Agent Name>

Evaluation Questions

Poor

Below
Average

Average

Above
Average

Excellen
t

NA

Application to Process Overview Content

Impact of learning on anticipated job performance was:
Appropriateness of level of difficulty was:
Attending this event was a good use of my time:
Comments:

1
1
1

2
2
2

3
3
3

4
4
4

5
5
5

NA
NA
NA

Facilities
The learning environment was:
Meals (if applicable) were:
Comments:

1
1

2
2

3
3

4
4

5
5

NA
NA

1
1
1

2
2
2

3
3
3

4
4
4

5
5
5

NA
NA
NA

Staf
Instructor Name:
Instructors contribution beyond the overview material was:
Instructors knowledge of overview material was:
Instructors organization, preparedness and use of available
time was:
<Subject>
File Ref: 252641271.doc

(v. DRAFT 1A )
Company Confidential - For internal use only

Application to Process Overview

AP.090 Application to Process Overview Customization

Doc Ref: <Document Reference Number>

June 4, 1999

Evaluation Questions

Poor

Below
Average

Average

Above
Average

Excellen
t

NA

Instructors ability to answer questions was:

Clarity of instructors presentation and delivery was:
Instructors ability to generate interest and facilitate
participation was:
Communication of event information was:
Responsiveness to requests was:
Comments:

1
1
1

2
2
2

3
3
3

4
4
4

5
5
5

NA
NA
NA

1
1

2
2

3
3

4
4

5
5

NA
NA

Overall Comments
How well did this Application Overview meet your
expectations?

In what ways do you believe this overview will help increase

your job productivity and effectiveness?

What were the most positive aspects of this learning event?

What can we do to improve this learning event?

Session Follow-Up
The following captures questions that could not be answered during the
overview. The table also documents responses to the questions.

Numbe
r

Question or Topic

Name of Participant who

Raised Issue

Providers Response/Reference

1
2
3
4
5
6
7
8
9
10

Business Requirements Notation

The following documents decisions made or suggested by managers
during the Application to Process Overview, regarding the implementation
requirements:

<Subject>
File Ref: 252641271.doc

(v. DRAFT 1A )
Company Confidential - For internal use only

Application to Process Overview

AP.090 Application to Process Overview Customization

Doc Ref: <Document Reference Number>

June 4, 1999
Learning Event Date:
<Learning Event Date>

Learning Event Name:

<Learning Event Name>
Learning Agent(s):
<Learning Agent Name>

Location:
<Location>

Requirements
#

Technolog
y

Process

People

Recommended Solution

Process Owner

1
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.

<Subject>
File Ref: 252641271.doc

(v. DRAFT 1A )
Company Confidential - For internal use only

Application to Process Overview

AP.090 Application to Process Overview Customization

Doc Ref: <Document Reference Number>

June 4, 1999

Open and Closed Issues for this Deliverable

Open Issues

ID

Issue

Resolution

Responsibility

Target Date

Impac
t Date

Resolution

Responsibility

Target Date

Impac
t Date

Closed Issues

ID

Issue

<Subject>
File Ref: 252641271.doc

(v. DRAFT 1A )
Company Confidential - For internal use only

Application to Process Overview