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Planning Services - Planning Module

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Planning Datasheet - (282KB)
 
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Kick Off Meeting Datasheet - (182KB)
 

 

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Planning

 Planning Defines the Destination, and Provides the Vehicle
De Facto's project planning and control methodology enables the smooth implementation of the de Facto accounting software system, right through the process from placing an order through to 'live' running and beyond.

 Project Team Creation
One of the crucial elements in a successful implementation is the creation of the Project Team. The customer selects their team using a number of criteria. Of these, foremost is an understanding of their own business and its objectives. This knowledge could be spread throughout the team, with different team members perhaps having expertise in stock control, or accounts for example. These team members are responsible for 'championing' the project within their own organisation.
  Planning - Services
 Project Kick Off
The planning process builds on the knowledge and experience gained in the assessment phase. Part of this is the Project Kick Off, where the assigned De Facto Project Manager will work with the customer to refine the initial project plan. This will ensure that the software is installed on time and the customer is in the best possible position to take advantage of the new system, and to accrue the consequent business benefits.
The Project Kick Off also involves the confirmation and completion of the Information Assessment Document, as produced by the De Facto Project Manager.

 Monitoring the Project Status
The project is constantly monitored for progress and adherence to key milestones, and there is regular interaction with the customer to provide ample opportunities to communicate and agree the current status and further actions.

 

Screenshot

Microsoft Project Screen (57kb)
Microsoft Project is the standard tool employed by De Facto for all planning activities.

 Project Plan and Benefits
The creation of the Project Plan enables both 'hard-side' and 'soft-side' benefits. In other words, not only are the 'hard side' of objectives and milestones set out, together with the means to attain them, but in addition, the 'soft side' of team-building and co-ordination between De Facto and client is developed. This then enables appropriate ownership of responsibilities, which is an often overlooked key to project success. At De Facto, we are aware of the factors that can hinder project success, and have built into our project methodology the means to deliver success.

 

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