Ellucian Implementation Methodology
Summary of Project Management and Solution Delivery Phases
Ellucian Implementation Methodology
Summary of Project Management and Solution Delivery Phases
Ellucian Implementation Methodology
Table of Contents
Overview
Project Management
Initiation
Planning
Execution
Monitor and Control
Transition and Close
Solution Delivery
Define
Design
Configure
Test
Deploy
Delivery Milestones
Table of Contents
3
Project Management
4
5
6
Monitor and Control
7
Transition and Close
8
Solution Delivery
9
10
11
12
13
Delivery Milestones
14
Page 2 of 15Ellucian Implementation Methodology
Summary of Project M
A disciplined understanding and application of the Ellucian Implementation Methodology will:
1. Increase customer service/satisfaction by:
• Enabling a consistent, repeatable, scalable, and process
delivering solutions so that customers can achieve a greater return on their investment
• Achieving a more efficient and higher quality delivery of solutions • Engaging with customers in a consult
• Making every project phase fully transparent to the customer 2. Control costs and resourcing schedules during every project phase by:
• Ensuring management expectations and project schedule match our contractual obligations
• Employing predefined mitigation and early escalation strategies to reduce risk and ensure project status remain “green”
•
Onboarding and efficient knowledge acquisition of key team members on select processes and templatesEllucian Implementation Methodology
Summary of Project Management and Solution Delivery Phases
A disciplined understanding and application of the Ellucian Implementation
Increase customer service/satisfaction by:
consistent, repeatable, scalable, and process-based approach to delivering solutions so that customers can achieve a greater return on their Achieving a more efficient and higher quality delivery of solutions
Engaging with customers in a consultative and collaborative manner Making every project phase fully transparent to the customer Control costs and resourcing schedules during every project phase by:
Ensuring management expectations and project schedule match our contractual obligations
ying predefined mitigation and early escalation strategies to reduce risk and ensure project status remain “green”
Onboarding and efficient knowledge acquisition of key team members on select processes and templates
Ellucian Implementation Methodology
A disciplined understanding and application of the Ellucian Implementation
based approach to delivering solutions so that customers can achieve a greater return on their Achieving a more efficient and higher quality delivery of solutions
ative and collaborative manner
Control costs and resourcing schedules during every project phase by: Ensuring management expectations and project schedule match our
ying predefined mitigation and early escalation strategies to reduce Onboarding and efficient knowledge acquisition of key team members on
Project Management
Initiation:
Primary Processes & Activities
• Complete contracting process • Transition from sales to delivery • Initiate project
• Introduce delivery management team • Develop initial project plan
• Build project repository • Finalize project scope
• Conduct internal project initiation meeting
• Conduct client project planning session • Obtain project stakeholder signoff
Primary Processes & Activities Key Deliverables & Templates
Complete contracting process Transition from sales to delivery Introduce delivery management team Develop initial project plan
duct internal project initiation Conduct client project planning session Obtain project stakeholder signoff
• Project Charter
• Project Scope Statement • Initial Project Plan
• Client Project Planning Session • Client Survey
Page 4 of 15
& Templates
Project Management
Planning:
Primary Processes & Activities
• Develop project management plan • Develop project financial baseline • Identify initial risks
• Distribute initial planning information
Primary Processes & Activities Key Deliverables & Templates
Develop project management plan Develop project financial baseline Distribute initial planning information
• Project Management Plan o Organization Chart o Project Contacts
o Roles and Responsibilities o Project Approach
o Communication Plan o Quality Plan
o Change Management Plan o Issue Management Plan o Risk Management Plan o Procurement Plan • Project Financial Baseline • Initial Risk Response Plan
& Templates
Roles and Responsibilities Communication Plan Change Management Plan Issue Management Plan Risk Management Plan
Project Management
Execution:
Primary Processes & Activities
• Direct and manage project execution • Manage project team
• Manage quality assurance • Manage Procurements
Primary Processes & Activities Key Deliverables & Templates
Direct and manage project execution Manage quality assurance
• Solution Delivery Artifacts • Updated Project Management
Documents
• Solution Delivery Quality Artifacts • Procurement Artifacts
Page 6 of 15
& Templates
Updated Project Management Delivery Quality Artifacts
Project Management
Monitor and Control:
Primary Processes & Activities
• Manage project quality • Manage project work • Manage change • Manage project risks • Manage project financials • Manage communications
• Manage stakeholder expectations • Manage knowledge resources
Primary Processes & Activities Key Deliverables & Templates
financials Manage communications
Manage stakeholder expectations Manage knowledge resources
• Quality Review Reports
• Project Status Meetings and Reports • Executive Status Meetings and Reports • Updated Project Plan
• Change Requests • Change Log • Issue Log
• Risk Response Plan • Financial Reports
• Updated Client Care Sites • Updated Project Dashboard
& Templates
Project Status Meetings and Reports Executive Status Meetings and Reports
Project Management
Transition and Close:
Primary Processes & Activities
• Transition to production support • Verify delivery to contract • Administrative project closure • Financial project closure • Document project success
Primary Processes & Activities Key Deliverables & Templates
Transition to production support contract Administrative project closure Document project success
• Transition Plan • Client Acceptance • Client Success Story • Client References • Lessons Learned • Client Survey
Page 8 of 15
Solution Delivery
Define:
Primary Processes & Activities
• Business Process Review
• Discovery/Requirements Gathering • Reporting Assessment
• Implementation Readiness • Knowledge Transfer
Activities Key Deliverables & Templates
Discovery/Requirements Gathering Implementation Readiness
• Business Process Models, including identification of any gaps
• Engagement Reports • Decision Workbooks • Project Schedule • Implementation Guides
• Service Preparation Document (integrations and customizations)
& Templates
Business Process Models, including
Service Preparation Document (integrations and customizations)
Solution Delivery
Design:
Primary Processes & Activities
• Business Process Review
• Discovery/Requirements Gathering • Reporting Assessment
• Implementation Readiness • Knowledge Transfer
Primary Processes & Activities Key Deliverables & Templates
Discovery/Requirements Gathering Implementation Readiness
• Business Process Models, including identification of any gaps
• Engagement Reports • Decision Workbooks • Project Schedule • Implementation Guides
• Service Preparation Document (integrations and customizations)
Page 10 of 15
& Templates
Business Process Models, including
Document (integrations and customizations)
Solution Delivery
Configure:
Primary Processes & Activities
• Environment Strategy Communicated • Building of Processes
• Unit Testing
• Ongoing Knowledge Transfer • Customizations/Integrations
/Interfaces
• Test Case Development
Primary Processes & Activities Key Deliverables & Templates
Environment Strategy Communicated
Ongoing Knowledge Transfer Customizations/Integrations • Engagement Reports • Decision Workbooks • Project Schedule • Implementation Guides • Test Plans • Training Workbooks • Supplemental Job Aids
Solution Delivery
Test:
Primary Processes & Activities
• Business Process Validation • Data Migration Validation
• Environments and Security Tested • End-to-end Process-based Testing,
including interfaces
• Ongoing Knowledge Transfer • Deployment Prep
Activities Key Deliverables & Templates
Business Process Validation Data Migration Validation
Environments and Security Tested based Testing, Ongoing Knowledge Transfer
• Engagement Reports • Decision Workbooks • Project Schedule • Implementation Guides • Test Plans • Training Workbooks • Supplemental Job Aids
Page 12 of 15
Solution Delivery
Deploy:
Primary Processes & Activities
• Production Readiness o Functional o Technical
• Support for End-user Training • Ongoing Knowledge Transfer • Go-live Support
Primary Processes & Activities Key Deliverables & Templates
user Training Ongoing Knowledge Transfer
• Engagement Reports • Decision Workbooks • Project Schedule • Implementation Guides • Supplemental Job Aids (i.e. go
checklists, processing aids)
& Templates
Supplemental Job Aids (i.e. go-live checklists, processing aids)
Delivery Milestones
Delivery milestones are established to help:
1. Ensure we are achieving desired outcomes for the client
2. Enable early and ongoing identification of issues and corrective actions required
End of Phase Milestone
1 – Initiation Client acceptance/signoff of Project Scope Statement • Validation that contract deliverables are
understood by Ellucian & Client
• Client identifies any unique needs
• Project Schedule with Ellucian and Client
tasks to deliver contract deliverables is revi to show how solution(s) will be implemented; client reviews and signs off on
• Project resources introduced
• Project Plan is reviewed to ensure Client PM and
Ellucian PM demonstrate how project will be managed
• Project governance i
stakeholders
• Knowledge transfer
are established to help:
Ensure we are achieving desired outcomes for the client
Enable early and ongoing identification of issues and corrective actions required
Milestone and Outcomes to be Achieved Business Process
Client acceptance/signoff of Project Scope Statement Validation that contract deliverables are understood by Ellucian & Client
Client identifies any unique needs
Project Schedule with Ellucian and Client-side tasks to deliver contract deliverables is reviewed to show how solution(s) will be implemented; client reviews and signs off on
Project resources introduced
Project Plan is reviewed to ensure Client PM and Ellucian PM demonstrate how project will be managed
Project governance is established for all key holders
Knowledge transfer
For Overall Project
Page 14 of 15
Enable early and ongoing identification of issues and corrective actions required
Business Process
2 – Define Client acceptance/signoff on Decision Workbook content around Requirements Gathering and Business Process Models/Gaps
• Client identifies integrations, Interfaces and potential customizations
• Client identifies data migration needs
• Training plan constructed
• Knowledge transfer
3 – Design Client acceptance/signoff on Decision Workbook around
the design that will drive configuration of tables/rules
• Determination of process improvements for
client efficiency/effectiveness
• Knowledge transfer
4 – Configure Client acceptance/signoff on Decision Workbook around
updates to design that will drive configuration of tables/rules
• Unit Testing
• Data mapping
• Initial test load of data is converted properly
5 – Test Client acceptance/signoff on Decision
content around testing
• Client validates business process is enabled
properly in application as defined by requirements
• Knowledge transfer
• Client validates data
• Client executes end
• Client completes training of end users
6 – Deploy Client acceptance/signoff on:
1. Decision Workbook content around production
ready/go live;
2. Contractual deliverables met; and
3. Implementation reference provided
• Client has received adequate training
transfer)
• Client validates production readiness (technical and functional)
• Client understands use of Action L
Customer Support
Client acceptance/signoff on Decision Workbook content around Requirements Gathering and Business Process Models/Gaps
Client identifies integrations, Interfaces and potential customizations
Client identifies data migration needs Training plan constructed
Knowledge transfer
By Solution
Client acceptance/signoff on Decision Workbook around the design that will drive configuration of tables/rules
Determination of process improvements for client efficiency/effectiveness
Knowledge transfer
By Solution
Client acceptance/signoff on Decision Workbook around updates to design that will drive configuration of
Unit Testing Data mapping
Initial test load of data is converted properly
By Solution
Client acceptance/signoff on Decision Workbook content around testing
Client validates business process is enabled properly in application as defined by requirements
Knowledge transfer Client validates data
Client executes end-to-end user test plan Client completes training of end users
By Solution
Client acceptance/signoff on:
Decision Workbook content around production ready/go live;
Contractual deliverables met; and Implementation reference provided
Client has received adequate training (knowledge transfer) on how to maintain and move forward Client validates production readiness (technical and functional)
Client understands use of Action Line and Customer Support By Solution By Solution By Solution By Solution Solution By Solution
