A Group lead

A Direct report
Financial Claims Org Chart (NA /MCA) A Secondary report

Mayra Esparza
PM

Sinuhe M. Penélope
Mendoza Melissa W S,Shilpakala
IT Developer
NA Team Lead MCA Team
Payments SME
Lead

Technical Rosalia
Orozco Fernanda
Support
Becerra

Gina Mendez Andres

Alcocer
Carlos
Gutierrez Pili
Rodriguez
Diego Corral Jonathan
Godoy
Fernando
Orozco Canales
Gladys

Saucedo
Rosa
 Proyect FCD MCA implementation R Responsible
Customer Financial Claims MCA A Accountable
Autor Mayra Esparza C Consulted
I Informed

Task PM IT Tecnical Support Finance NA team lead MCA team lead Payment SME

Assign PM IC I I R IC IC A

Define Scope R I I C C C I

Define Cost R I I A C C I

Define Time R I I C A A I

Approve Finance A I I R I I C

Project Documentation R I I I A A I

Select Focus Group R I I A C C I

Made System Change to MCA A R A I C C I

Create Data Base A R C I I I I

Process Maping R I I I A CA I

Select Software Engineer A I I R I I C

Identify Users Requirements A I I I C R I

Data Collect I R A I C C I

Update database I R A I I I I

Tool Excecute I R A I C C I

Create User Manual R C C I A A I

Create Manual R C C I A A I

Training users A R C I A A I

Create Maintenence Management Plan R I I I A A I

Select Administrator A I I C I R I
 ROLES AND RESPONSABILITIES MATRIX
Rol Responsabilities
Software Engineer Software Planned and developed
Developer Leader Monitor the work of the Software
Engineer
System administrator Carries out the implementation of
the system, performing tests for its
proper functioning
Trainned Organizes and gives courses to the
personnel of the organization
Project lead In charge of the coordination for
the good development of the
project. carries out activities in a
timely manner
Team Lead Carries out the analysis on the
project as well as the impact on
the process
Knowledge
Program language, SQL
Program language, electronics, SQL
Standards management and official
procedures of the organization.
experience in handling automated
systems
Knowledge of the functions of the
system and the process
leadership, organized, detailed,
technical knowledge of
coordination
Skills
Creative, innovattive,
Leadership, staff Management, a
perfect interpretation of the code
structure.
Organized
Communication skills
Decision-making, leadership,
negotiation skills, and problem
solving
Ability to communicate,
dedication, critical, open to
dialogue
Acquisition Plan of Staff

This is an internal Project and only Employes will be included. This

project also includes an IT Developer and 1 Technical support POC, that
fulfill the specific requirement on this project.

Acquisition Process Strategy Results

This project will be assigned to the SME of the
process. PM must be an expert on the NA and Financial Claims Manager will select a
MCA Financial Claims E2E Process in order to person within the team.
make sure has the required experise.
PM
A previous evaluation must be done before
This req will be apprvoed afther the
hiring the person that will be handled this part
invteview, once the evaluation and the
of the project. Practical test will be apply and 2
feedback was provided. IT must be included
references will be required. Master Degree its
after the 1st phase of this project.
IT Developer a must.
A focus group will be needed for testing
porpuses and trainings. Project Manager will Focus group will be included in the 2nd
select this group based on the proces phase of the project.
AM Group/ Testing Team experience.
Once the tool has been release and the set for
IT Developer will select to the Technical
the new are is done, a person for thecnical
support contact
Techinical Support support will be required.
Finance approver BU Finance Sales ops BU Finance approval
A person will be added on the project to
ensure the knoledge of the tool for the E2E
Process. Selection will be made by the Upper
Payment team management team.
NAME Type Task Begin Project Date End Project Date
Process documentation and monitor the
PM Work testing and training within the team. Jun-17 Sep-17
IT Developer Work On going action. Focal Point technical issues Jul-17 Sep-17
AM Group/ Testing Team Work Testing and Training Ago-17 Sep-17
Techinical Support Work On going action. Focal Point technical issues Sep-17 -
Payments team Work Payment validation Ago-17 Sep-17
 Plan de Liberacion

NAME When How

Process documentation will be required
and updated on the Team Process
PM At the end of the project Sharepoint
IT Manual documentation must be
IT Developer 2nd phase of the project completed and delivered to the PM
Testing must be done and the training
AM Group/ Testing Team At the end of the project needs to be completed
Techinical Support At the end of the project On going. Focal point for technical issues.
 10-Aug
15-Aug
17-Aug
22-Aug
24-Aug
29-Aug
31-Aug

12-Sep
14-Sep
19-Sep
21-Sep
26-Sep
28-Sep
13-Jun
15-Jun
20-Jun
22-Jun
27-Jun
29-Jun

11-Jul
13-Jul
18-Jul
20-Jul
25-Jul
27-Jul
1-Aug
3-Aug
8-Aug

5-Sep
7-Sep
6-Jun
8-Jun

4-Jul
6-Jul
Name

IT Developer
Focal Groupt/ Testing

Hrs
Month Hrs
IT June 10
De July 12 20
ve
lo August 20
pe 16
15
r September 16
12
Gr 10
ou 8
p/ F
Te oca August 15
st l
in
g September 8 JUNE JULY AUGUST SEPTEMBER AUGUST SEPTEMBER
IT DEVELOPER FOCAL GROUP/TESTING