roject Management Homework 1

DYNAMIC TEAM
- ADEFOLAHAN ADELE-SANYAOLU
- SKIP FU

1. Goals
a. Project Goals
i. Overall goal to improve companys bottom line through reducing cost by
at least 10% and improving employee efficiency by 15%
ii. Reliable system with less than 5% downtime
iii. Secure from external attack and does not compromise the companys
firewalls and VPN
iv. Internal controls are easy to set up and effective in implementing
segregation of duties
v. A simple and easy to use system
vi. The system must be scalable and able to entertain a minimum of 4,000
employees at a time.
vii. The system must be compatible with companys current enterprise
architecture
b. Module Goals
i. Finance
1. Improve investment performance
2. Optimize cash management
3. Assist in financial decision making
ii. Accounting
1. Facilitate information transparency
2. Enforce control and governance
3. Faster information flow
iii. Human Resources
1. Improve employee management
2. Improve organization management
3. Facilitate efficient time management
iv. Customer Relationship Management
1. Consolidate all customer information and accounts
2. Improve product development and services
3. Faster problem resolution
4. Improved customer retention
v. Materials Requirement Planning
1. Improved inventory control
2. Better process management
3. Improved production and scheduling

vi. Purchasing
1. Easier vendor price comparison
2. Improved price forecasting
3. Faster data exchange internally and externally
2. Assumptions
a. The business case for requiring a new ERP system is already designed and
approved
b. No foreseeable change in organizational structure
c. The company is responsible for vendor selection
d. The company is responsible for ERP system selection
e. No consultant has been hired yet
3. Work Breakdown Structure
a. Mind Map

b. Organization Structure

c. Outline Form
Project: ERP System
1.0
Consultant Selection
1.1
Consultant Search
1.2
Consultant Pool Evaluation
1.3
Select Consultant
1.3.1 Sign Project Charter
2.0

Requirements Assessment
2.1
Research Company Bottom line and Goals
2.2
Provide System Specification
2.3
Specification Evaluation
2.4
Specification Approval

3.0

Vendor Selection
3.1
Publish RFP
3.2
Evaluate Vendors' Proposal
3.3
Negotiate
3.4
Select Vendor
3.4.1 Obtain System
3.5
System Handover to Consultant

4.0

System Tests
5.1
Run blackbox Test
5.2
Run Load Test
5.3
Run System Controls Test
5.4
Run System Reliability Test
5.5
Run Stress Test

5.0

System Implementation
4.1
Data Exportation (Legacy)
4.2
Data Transformation
4.3
System Configuration
4.4
System Installation
4.5
Data Migration
4.6
Data Test

6.0

User Training
6.1
Design Training Calendar
6.2
Prepare Training Materials
6.3
System Training
6.4
Employee Assessment
6.5
Employee Onboarding

7.0

Project Close
6.1
System Benchmarking
6.2
Measure System Performance
6.3
Overall Project Review

4. Key Performance Indicators (KPIs)

a. Consultant Selection

i. Accurately identifying system requirements based on company bottom

line and goals
ii. Completion of project within time and budget
iii. Overall ERP system performance based on set specifications and
configurations
b. Requirement Assessment
i. Identification of core business areas and targets
ii. Level of satisfaction of stakeholders
iii. Specifications relevance towards meeting companys objectives
c. Vendor Selection
i. Closeness of vendors system to consultants specifications
ii. Ability of vendor to provide upgrades and maintenance support
iii. Ability to provide subsequent training on upgrades to employees
d. System Implementation
i. Minimal data loss during migration and transformation
ii. Minimal downtime during implementation
iii. Compatibility of ERP system with company machines and work stations
e. System Testing
i. Ability of ERP system to stand high volume of concurrent use
ii. Minimal downtime (less than 5% of running time)
iii. Soundness of internal controls
f. User Training
i. Ability of users to use ERP system without requesting help from helpdesk
ii. Smooth completion of day to day work without delays
iii. Successful completion of training assessment
g. Project Close
i. Completion within time and budget
ii. Reliability of ERP system
iii. Ability of ERP system to meet set objectives

KPI Measurements
a. Consultant Selection
i. Closeness of consultants portfolio to the companys needs
ii. Breakdown of time and money spent on project
iii. Benchmarking the performance of the ERP system against company targets
b. Requirement Assessment
i. Closeness of specifications to company needs

ii. Was the specification approved by stakeholders or not?

iii. Comparison of specifications against meeting company targets
c. Vendor Selection
i. How much modification must be made to meet consultants specifications?
ii. Frequency of upgrades provided by vendor
iii. Ease of employees in understanding training materials and use of ERP system
d. System Implementation
i. How much data was lost during migration and transformation?
ii. What is the value of data lost?
iii. How much downtime occurred during implementation?
iv. How often did the ERP system cause a computer to freeze?
e. System Testing
i. How many users can use the ERP system at the same time?
ii. How often did the ERP system fail?
iii. Were employees able to perform tasks beyond their access level?
f. User Training
i. How often did employees consult helpdesk regarding new ERP system?
ii. Did the new ERP system slow down employees work or improved it?
iii. How many employees passed the training assessment in first sitting?
g. Project Close
i. Was the entire project completed within time and budget?
ii. Does the ERP system meet the required Service Level Agreement (SLA)
iii. Did the ERP system help the company improve its performance, reduce cost
or increase revenue?