01
PROJECT PREPARATION
BUSINESS BLUEPRINT
PROJECT REALIZATION
FINAL PREPARATION
PHASE 1
Purpose The purpose of this phase is to provide initial planning and preparation for the SAP Business One implementation project. Although each SAP Business One project has its own unique objectives, scope, and priorities; the steps in the preparation phase help identify and plan the primary focus areas that need to be considered. This does include technical issues as well as project management topics. In addition, the SAP Business One software is delivered during this phase and a preliminary installation of a sandbox or test system is completed. Milestones 1.1: Model existing sales process 1.2:Conduct kick-o meeting 1.3: Deliver and install SAP Business One software 1.4: Obtain sign-o for Project Preparation phase Key documents Handover from Sales Checklist Project Risk Assessment Kick-O Meeting Presentation Template Software Delivery Receipt Templates Handover from Sales Checklist Project Risk Assessment Project Plan SAP Business One Guides Kick-O Meeting Presentation Template Meeting Agenda Template Meeting Minutes Template Service Level Agreement Software Delivery Receipt Project Phase Signo
PHASE 2
Purpose The purpose of this phase is to achieve a common understanding of how the client intends to run SAP Business One to support their business. One or more requirements gathering workshops are conducted during which business processes and individual functional requirements of the client are de ned and analyzed. In addition, the workshops serve to re ne the original project goals and objectives as well as to revise the overall project schedule, if necessary. The result is the Business Blueprint, which is a detailed documentation of the results gathered during requirements workshops. The Business Blueprint serves as a technical and functional guide during the subsequent phases of the SAP Business One implementation project. Milestones 2.1: Schedule and conduct business requirement-gathering workshops with client functional leads 2.2: Create Business Blueprint 2.3: Determine changes to project scope and time schedule (if applicable) 2.4: Obtain project phase sign-o from customer for Business Blueprint Key documents Business Blueprint Project Plan SAP Guides Templates Meeting Agenda Template Meeting Minutes Template SAP Business One Business Blueprint SAP Business One Guides Project Plan Project Phase Signo
PHASE 3
Purpose This phase is the most signi cant of the implementation phases. The purpose of Project Realization is to implement all the business processes and technical requirements de ned during the previous phases and documented in the Business Blueprint. During this phase, the consultants validate and update con guration and demonstrate processes while the customer updates the work instructions (business process procedures: BPP) and performs unit and integration tests. Milestones 3.1: SAP Business One production system customized based on Blueprint 3.2: Data migration complete (if applicable) 3.3: System setup validated and testing complete 3.4: Training and cut-over plan de ned 3.5: Obtain project phase sign-o from customer for Project Realization Key documents Business Process Master List Test Guide and Test Plans Change Management Communication Guide Templates Meeting Agenda Template Change Management Communication Guide SAP Business One Guides Business Process Master List Training Plan Test Strategy Guide Test Case Template Test Plans Issue Log Change Request Form Change Log Project Plan Project Phase Signo
PHASE 4
Purpose The purpose of this phase is to prepare the SAP Business One system and the client organization for production go-live. Key activities during this phase include the completion of user and administrator training as well as a nal ne-tuning of the SAP Business One system. As part of nal system tests, necessary adjustments are made to resolve all remaining critical open issues. Cut-over activities are also completed during the Final Preparation phase. Milestones 4.1: Complete user and administrator training 4.2: Con rm system readiness for go-live 4.3: Complete cut-over activities 4.4: Obtain project phase sign-o from customer for Final Preparation Key documents Training Plan Cut-Over Checklist Go-Live Checklist Templates Meeting Agenda Template Meeting Minutes Template Training Plan Project Plan Go-Live Checklist Cut-Over Checklist Issue Log Change Request Form Change Log Project Phase Signo
PHASE 5
Purpose The purpose of this phase is to cut over to live productive operation and to continuously support and improve live operations. The Go-Live and Support phase consists of two distinct phases. First, the project is completed with a formal Project Closing. During this time, the system is used productively in day-to-day operations, all issues and problems are resolved, transition to the production support team is nalized, knowledge transfer is completed, and the project is signed o . Subsequently, the Continuous Improvement phase begins during which the production support team monitors the system and resolves live business process issues. Proper change manage- ment procedures are established and ongoing end user training is conducted. Plans are made to continuously review and improve business processes and the Review and Optimization Conference is scheduled and conducted. Milestones 5.1: SAP Business One system fully implemented in production 5.2: Obtain project phase sign-o from customer for Go-Live and Support as well as nal project completion 5.3: Conduct Review and Optimization Conference Key Documents Post Go-live Questionaire Templates Issue Log Meeting Agenda Template Meeting Minutes Template Project Plan Project Phase Signo Post Go-Live Questionnaire
Pre Go-Live
Go-Live
Training
Post Go-Live
Inventory Management
Feedback/ Re nement
Production Process
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File Name: bp01_BizOne_AIP.ai Content: SAP AIP Deployment Methodology Version Number: 1
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