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Timeline Project Stage Start Finish Duration 1. Internal Analysis January March 60 days 2. System Configuration April May 40 days 3. Data Preparation and Cleansing
- Timeline
Project Stage | Start | Finish | Duration |
1. Internal Analysis | January | March | 60 days |
2. System Configuration | April | May | 40 days |
3. Data Preparation and Cleansing | June | October | 100 days |
4. Development | August | September | 30 days |
5. Testing | September | October | 30 days |
6. Training and Support | October | November | 20 days |
7. Go Live Activities | November | December | 20 days |
8. Close Down and Review | December | January | 20 days |
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1. | Internal Analysis | |||||
1.1 | User processes | Project approval | 15 | Business analyst | N/A | Process writing software |
1.2 | Identify data requirements | Develop an overview of user processes | 15 | Business analyst | N/A | Data collection tools |
1.3 | Analyse stakeholder needs | Identify data requirements | 15 | Business analyst | N/A | Stakeholder analysis tools |
1.4 | Review current business processes | Analyse stakeholder needs | 15 | Business analyst, Operations Manager | N/A | Process review tools |
2 | System Configuration | |||||
2.1 | Software purchase | Project approval | 1 | IT Manager | N/A | N/A |
2.2 | Determine hardware requirements | Purchase Sage CRM | 5 | IT Manager | N/A | N/A |
2.3 | Obtain hardware and peripherals | Determine hardware requirements | 10 | IT Manager | Hardware | N/A |
2.4 | Determine customisation requirements | Obtain hardware and peripherals | 10 | IT Manager, Business Analyst | N/A | N/A |
2.5 | Approve and finalise customisation specifications | Determine customisation requirements | 14 | IT Manager, Review team | N/A | N/A |
3 | Data preparation and cleansing | |||||
3.1 | Review and clean data | Approve and finalise customisation specifications | 100 | Data analysts | N/A | Data cleansing tools |
4 | Development | |||||
4.1 | Determine security roles | Review and clean data | 5 | Development team | N/A | N/A |
4.2 | Complete system configuration | Determine security roles | 5 | Development team | N/A | Configuration tools |
4.3 | Finalise customisation code | Complete system configuration | 5 | Development team | N/A | Development tools |
4.4 | Conduct acceptance testing | Finalise customisation code | 5 | QA team | Testing scripts | Testing environment |
4.5 | Begin developing data migration scripts | Conduct acceptance testing | 5 | Data Analyst, IT Developer | Migration scripts | Development tools |
4.6 | Configure system settings | Begin developing data migration scripts | 5 | IT Developer | N/A | Configuration tools |
5 | Testing | |||||
5.1 | Conduct infrastructure testing | Configure system settings | 6 | Testing team | N/A | Testing environment |
5.2 | Conduct system testing | Conduct infrastructure testing | 6 | Testing team | N/A | Testing environment |
5.3 | Conduct user acceptance testing (UAT) | Conduct system testing | 6 | Testing team, Users | N/A | Testing environment |
5.4 | Conduct pilot group testing | Conduct user acceptance testing (UAT) | 6 | Testing team, Pilot group | N/A | Testing environment |
5.5 | Finish customisation | Conduct pilot group testing | 6 | Development team | Customisation specifications | Development tools |
6 | Training and support | |||||
6.1 | Administrator training | Development | 4 | Training manager and consultants | Training materials | Sage CRM |
6.2 | Schedule and deliver user training | Schedule and deliver administrator training | 4 | Training manager, Consultants | Training materials | Sage CRM |
6.3 | Develop process flows for CRM use | Schedule and deliver user training | 4 | Business Analyst | Process flow templates | N/A |
6.4 | Develop specific user policies and procedures | Develop process flows for CRM use | 4 | Policy Writer | Policy templates | N/A |
6.5 | Develop quick help guides | Develop specific user policies and procedures | 4 | Documentation Specialist | Guide templates | N/A |
7 | Go Live | |||||
7.1 | Migrate data | Provide ongoing help desk support | 10 | Data Analyst, IT Developer | Migration scripts | Development tools |
7.2 | Release final deliverables | Migrate data | 10 | Project Manager, IT Manager | N/A | Release tools |
8 | Close down and review | |||||
8.1 | Conduct technical support handover | Release final deliverables | 4 | IT Manager, Support Team | Handover documentation | N/A |
8.2 | Conduct post-implementation review | Conduct technical support handover | 4 | Project Manager, Key Stakeholders | Review templates | N/A |
8.3 | Review final communication plan | Conduct post-implementation review | 3 | Communication Manager | Communication plan | N/A |
8.4 | Produce end of project report | Review final communication plan | 3 | Project Manager | Report templates | N/A |
8.5 | Perform change management review | Produce end of project report | 3 | Change Manager | Review templates | N/A |
8.6 | Ensure all required documentation is distributed | Perform change management review | 3 | Project Manager | Documentation | N/A |
Develop the project schedule using appropriate software and techniques. It is recommended that you use a simple Gantt Chart
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