Schedule
Scope Definition
General Meeting
Project Goals
Administration
They will have 6 accounting users and 10 sales users. Sales users will need access to quotations and orders, but should not be able to create invoices.
General Ledger
Customer will use segmented accounts. Account Structure is 999-9999, where segment 1 represents Department and segment 2 represents Natural Account Number.
There will be a need to import data generated by ADP payroll service. See "Interfaces" section for further details.
Sales & A/R
Purchasing & A/P
Production
Fixed Assets
Interfaces
Data Migration
Data Migration Meeting
Analysis and Planning
Draft preliminary specification
Draft Hardware Requirements Document
Draft Data Migration Plan
Develop preliminary budget
Review software specifications/budget w/team
Incorporate feedback on software specifications
Develop delivery timeline
Obtain approvals to proceed (concept, timeline, etc)
Secure required resources
Implementation
Phase I (Initial Rollout)
Software Installation
Configuration Settings
Includes setting up users, etc.
Report Modifications (Phase I)
User Training
Sales
GL
A/P
Pick up Customer Data for Migration
Deliver Migrated Data
Data Migration Signoff
Phase II (Customizations)
Review preliminary software specs
Develop functional specs
Develop prototype based on functional specs
Review functional specifications
Incorporate feedback into functional specifications
Obtain approval to proceed
|
| |