MTA Project Plan 2007 0612

Project Start: Mon 6/4/07 Project Finish: Wed 1/23/08

Tasks
ID Task Name Duration Start Finish Resource Names 1 Start 0 days Mon 6/4/07 Mon 6/4/07 Implementation Plan 2 168 days Mon 6/4/07 Wed 1/23/08 for NY MTA 3 Project Assignment 16 days Mon 6/4/07 Mon 6/25/07 PAF and pricing 4 0 days Mon 6/4/07 Mon 6/4/07 Sales received by Sales Assign members of JPMC Regional Implementation 5 2 days Mon 6/4/07 Tue 6/5/07 Implementation Mgr Team Setup company Implementation 6 information in 2 days Tue 6/12/07 Wed 6/13/07 Coordinator CustTrax IM adds project to 7 Implementation 1 day Wed 6/6/07 Wed 6/6/07 Implementation Mgr Report Determine if Technical 8 1 day Mon 6/25/07 Mon 6/25/07 Implementation Mgr Consultant is needed 9 Signed Contract 83.5 days Mon 6/4/07 Thu 9/27/07 Receive fully 10 0 days Mon 6/4/07 Mon 6/4/07 JPMC Legal,Client executed contract Receive final credit 11 5 days Mon 6/4/07 Fri 6/8/07 Credit,Compliance approval Obtain final client Client,Implementation 12 sign-off on program 2 days Tue 9/25/07 Thu 9/27/07 Mgr set-up 13 Program Assessment 18 days Mon 6/4/07 Wed 6/27/07 Internal Team 14 3 days Wed 6/6/07 Fri 6/8/07 Meeting Schedule internal 15 JPMC (CCS) team 1 day Wed 6/6/07 Wed 6/6/07 Implementation Mgr meeting Conduct internal 16 2 days Thu 6/7/07 Fri 6/8/07 Implementation Mgr team meeting Client 17 1 day Mon 6/11/07 Mon 6/11/07 Introductory Call Client 18 1 day Mon 6/11/07 Mon 6/11/07 Implementation Mgr introductory call Client Discovery Meeting 19 4 days Tue 6/12/07 Fri 6/15/07 % Complete 0% 0% 0% 0%

0%

0%

0%

0% 0% 0% 0% 0% 0% 0% 0% 0% 0% 0%

0%

19

(Preliminary Meeting) Schedule Discovery Meeting Send agenda Conduct Discovery Meeting Commercial Card program overview Identify members of client Implementation Team Begin documenting PAF/CSW Document findings from Discovery Meeting Review and distribute Discovery Meeting minutes Create initial customized Project Plan to reflect target dates Send implementation resource documents for review Define Program Goals, estimated number of cards and annual spend Client Implementation Meeting (detailed planning meeting) Schedule Implementation Meeting Set agenda for Implementation Meeting Prepare PaymentNet demo site Conduct Implementation Meeting Schedule weekly status conference calls Document the findings of the Implementation Meeting Debrief with internal

4 days

Tue 6/12/07

Fri 6/15/07

0%

20 21 22

3 days 1 day 1 day

Tue 6/12/07 Fri 6/15/07 Fri 6/15/07

Thu 6/14/07 Implementation Mgr Fri 6/15/07 Implementation Mgr Fri 6/15/07

0% 0% 0%

23

1 day

Fri 6/15/07

Fri 6/15/07 Implementation Mgr

0%

24

1 day

Mon 6/4/07

Mon 6/4/07 Client Implementation Coordinator Implementation Coordinator

0%

25 26

2 days Mon 6/18/07 1.5 days Mon 6/18/07

Tue 6/19/07 Tue 6/19/07

0% 0%

27

0.5 days

Tue 6/19/07

Tue 6/19/07 Implementation Mgr

0%

28

2 days Wed 6/20/07

Thu 6/21/07

Implementation Coordinator

0%

29

2 days Mon 6/18/07

Tue 6/19/07 Implementation Mgr

0%

30

8 days Mon 6/18/07 Wed 6/27/07 Client

0%

31

8 days Mon 6/18/07 Wed 6/27/07

0%

32

3 days Mon 6/18/07 Wed 6/20/07 Implementation Mgr

0%

33

1 day

Thu 6/21/07

Thu 6/21/07 Implementation Mgr

0%

34

1 day

Thu 6/21/07

Thu 6/21/07 Implementation Mgr

0%

35

1 day

Fri 6/22/07

Fri 6/22/07 Implementation Mgr

0%

36

1 day Mon 6/25/07 Mon 6/25/07 Implementation Mgr

0%

37

2 days Mon 6/25/07

Tue 6/26/07 Implementation Mgr

0%

38

1 day Wed 6/27/07 Wed 6/27/07 Implementation Mgr

0%

38

39

implementation team Program Implementation for Commercial Card Weekly Meetings (IC: Add Recurring Weekly Mtgs) Add weekly meetings here Commercial Card Program Implementation Determine cycle date Determine payment method Determine card delivery method Address/introduce secure data export requirements JPMC Internal System Setup Complete CustTrax, assign company number EDS set up tables 84 & 85 (company information) EDS set up table 69 in EDS (if Special Handling) Review cardholder auth parms Complete CAP worksheet Provide Cheat Sheet for Data Entry Determine liability Set up Central Bill Provide name and statement address for central bill(s) Retrieve Central Bill account number in CustTrax Set up Central Bill in EDS (N screen)

1 day Wed 6/27/07 Wed 6/27/07 Implementation Mgr

0%

105 days

Mon 6/4/07

Fri 10/26/07

0%

40

1 day Mon 6/25/07 Mon 6/25/07

0%

41 42 43 44 45 46 47

1 day Mon 6/25/07 Mon 6/25/07 105 days Mon 6/4/07 Fri 10/26/07 Fri 6/29/07 Client Fri 6/29/07 Client Fri 6/29/07 Client Client,Implementation Mgr

0% 0% 0% 0% 0% 0% 0% Implementation Coordinator

5 days Mon 6/25/07 5 days Mon 6/25/07 5 days Mon 6/25/07

2.5 days Mon 6/25/07 Wed 6/27/07 68 days Mon 6/25/07 Wed 9/26/07

48

5 days Wed 6/27/07

Tue 7/3/07

0%

49

5 days Wed 6/27/07

Tue 7/3/07

Implementation Coordinator

0%

50

5 days Wed 6/27/07

Tue 7/3/07

Implementation Coordinator Implementation Coordinator Implementation Coordinator Implementation Coordinator Implemenation Coordinator

0%

51 52 53 54 55

1 day Wed 6/27/07 Wed 6/27/07 5 days 2 days Tue 9/18/07 Mon 9/24/07 Tue 9/25/07 Wed 9/26/07

0% 0% 0% 0% 0%

1 day Wed 6/27/07 Wed 6/27/07 8 days Thu 6/28/07 Mon 7/9/07

56

5 days

Thu 6/28/07

Wed 7/4/07 Client

0%

57

1 day

Thu 7/5/07

Thu 7/5/07

Implementation Coordinator

0%

58

1 day

Fri 7/6/07

Fri 7/6/07

Implementation Coordinator

0%

59

Provide Central Bill information back to client Set up Table 83 in EDS (if custom MCC groups) Determine if custom MCC groups are needed Client submits custom MCC group(s) Set up custom MCC in EDS Set up PaymentNet schema Submit PaymentNet schema request form Notification of completion of PaymentNet site setup Verify site set up, complete QC on set up Create PA login Card Design Determine card design (custom, logo, or generic) Custom Card Design Submit card design specifications Submit specifications for proof Receive proof Submit proof to client for approval Sign off on proof Confirm Vendor Mgmt has received proof approval Assign institution ID / source code Complete custom plastic

1 day

Mon 7/9/07

Mon 7/9/07

Implementation Coordinator

0%

60

20 days Mon 6/25/07

Fri 7/20/07

0%

61

5 days Mon 6/25/07

Fri 6/29/07 Client

0%

62 63 64

10 days

Mon 7/2/07

Fri 7/13/07 Client Fri 7/20/07 Thu 7/12/07 Implementation Coordinator

0% 0% 0%

5 days Mon 7/16/07 7 days Wed 7/4/07

65

1 day

Wed 7/4/07

Wed 7/4/07

Implementation Coordinator

0%

66

2 days

Thu 7/5/07

Fri 7/6/07 JPMC Technical

0%

67 68 69 70 71 72

2 days

Mon 7/9/07

Tue 7/10/07 Implementation Mgr Thu 7/12/07 Implementation Mgr

0% 0% 0% 0% 0% 0%

2 days Wed 7/11/07

61 days Mon 6/25/07 Mon 9/17/07 3 days Mon 6/25/07 Wed 6/27/07 Client 58 days 3 days Thu 6/28/07 Mon 9/17/07 Thu 6/28/07 Mon 7/2/07 Client

73 74 75 76

1 day 10 days

Tue 7/3/07 Wed 7/4/07

Tue 7/3/07 Implementation Mgr Tue 7/17/07 Implementation Mgr,Vendor Mgmt

0% 0% 0% 0%

1 day Wed 7/18/07 Wed 7/18/07 Vendor Mgmt 2 days Thu 7/19/07 Fri 7/20/07 Client

77

1 day Mon 7/23/07 Mon 7/23/07 Implementation Mgr

0%

78 79

5 days 30 days

Tue 7/24/07 Mon 7/30/07 Vendor Mgmt Tue 7/31/07 Mon 9/10/07 Vendor Mgmt

0% 0%

80 81 82

Confirm stock availability Logo Card Design Submit card design specifications Submit specifications for proof Receive proof Submit proof to client for approval Sign off on proof Confirm Vendor Mgmt has received proof approval Assign institution ID / source code PaymentNet Set Up Preliminary set up of PaymentNet screens PaymentNet Accounting Codes Design account code structure for PaymentNet Prepare accounting code import file (ACTT Import) Import accounting code file (ACTT Import) into PaymentNet PaymentNet Hierarchy Design hierarchy access structure for PaymentNet Prepare hierarchy import file (HIER Import) Import hierarchy file (HIER Import)

5 days 23 days 3 days

Tue 9/11/07 Mon 9/17/07 Implementation Mgr Thu 6/28/07 Mon 7/30/07 Thu 6/28/07 Mon 7/2/07 Client

0% 0% 0%

83 84 85 86

1 day 10 days

Tue 7/3/07 Wed 7/4/07

Tue 7/3/07 Implementation Mgr Tue 7/17/07 Implementation Mgr,Vendor Mgmt

0% 0% 0% 0%

1 day Wed 7/18/07 Wed 7/18/07 Vendor Mgmt 2 days Thu 7/19/07 Fri 7/20/07 Client

87

1 day Mon 7/23/07 Mon 7/23/07 Implementation Mgr

0%

88 89

5 days

Tue 7/24/07 Mon 7/30/07 Vendor Mgmt Wed 8/8/07

0% 0%

33 days Mon 6/25/07

90

3 days

Fri 7/13/07

Tue 7/17/07 Implementation Mgr

0%

91

33 days Mon 6/25/07

Wed 8/8/07

0%

92

10 days Mon 6/25/07

Fri 7/6/07

Client,Implementation Mgr

0%

93

20 days

Mon 7/9/07

Fri 8/3/07 Client

0%

94

3 days

Mon 8/6/07

Wed 8/8/07 Client

0%

95

28 days Mon 6/25/07

Wed 8/1/07

0%

96

15 days Mon 6/25/07

Fri 7/13/07

Client,Implementation Mgr

0%

97

10 days Mon 7/16/07

Fri 7/27/07 Client

0%

98

3 days Mon 7/30/07

Wed 8/1/07 Client

0%

into PaymentNet 99 100 Cardholder Data Preparation Select security data for card activation Select secure method to submit cardholder files to JPMC Select PaymentNet user id format Cardholder Applications and Processing Determine Cardholder application method 51 days Fri 6/22/07 Fri 8/31/07 Fri 8/31/07 Client 0% 0%

50 days Mon 6/25/07

101

10 days Mon 6/25/07

Fri 7/6/07 Client

0%

102

10 days

Fri 6/22/07

Thu 7/5/07 Client

0%

103

105 days

Mon 6/4/07

Fri 10/26/07

0%

104 105 106

3 days

Mon 9/3/07

Wed 9/5/07 Tue 10/9/07 Tue 10/9/07

Client,Implementation Mgr

0% 0%

New Batch Add 91.5 days Mon 6/4/07 QC on CAP, SHC, and all 1 day Mon 10/8/07 EDS tables Prepare spreadsheet list of cardholders and important data Prepare secure file with cardholder spreadsheet Submit cardholder applications / spreadsheet Notify Customer Service regarding incoming apps (if greater than 250 cards) Update CustTrax for Customer Service; include any important notes Update CustTrax for Customer Service, add any important notes QC / Review cardholder application

Implementation Coordinator

0%

107

10 days

Thu 9/6/07 Wed 9/19/07 Client

0%

108

1 day

Thu 9/20/07

Thu 9/20/07 Client

0%

109

0.5 days

Tue 9/25/07

Tue 9/25/07 Client

0%

110

1 day

Tue 9/25/07 Wed 9/26/07

Implementation Coordinator

0%

111

1 day Wed 9/26/07

Thu 9/27/07

Implementation Coordinator

0%

112

1 day

Mon 6/4/07

Mon 6/4/07

Implementation Coordinator

0%

113

6 days

Tue 9/25/07 Wed 10/3/07 Implementation Mgr

0%

spreadsheet Submit NBA "Heads Up" notification (request card numbers in notes) Prepare NBA Submit NBA Run "batch doctor" on NBA Make changes to NBA (if necessary) Separate records needing manual processing, submit to new accounts

114

0.5 days Wed 10/3/07 Wed 10/3/07

Implementation Coordinator

0%

115 116 117

2 days

Thu 10/4/07

Fri 10/5/07

Implementation Coordinator Implementation Coordinator JPMC Commercial Operations

0% 0% 0%

0.5 days Mon 10/8/07 Mon 10/8/07 2 days Mon 6/4/07 Tue 6/5/07

118

1 day

Wed 6/6/07

Wed 6/6/07 Client

0%

119

0.5 days

Thu 6/7/07

Thu 6/7/07

Implementation Coordinator

0%

120 121 122

Submit NBA "Real Deal" 0.25 days notice to EDS Confirm "Real 0.25 days Deal" date Process NBA and print cards Spot check records created, confirm SHC Mail cards Screen Scrape for MCC's (if multiple used) Screen Scrape for Auth Parms (Individual Liability) Receipt of cards by client CRM (Card Request Manager) Prepare CRM demo site Prepare Excel CRM template Conduct CRM demo and review CRM template Complete and submit CRM template in Excel 2 days

Thu 6/7/07 Thu 6/7/07

Thu 6/7/07 Thu 6/7/07

JPMC Commercial Operations Implementation Coordinator

0% 0% 0%

Fri 6/8/07 Mon 6/11/07 EDS,FDR,JPMC Implementation Coordinator

123 124 125

1 day

Tue 6/12/07

Tue 6/12/07

0% 0% 0%

0.5 days Wed 6/13/07 Wed 6/13/07 JPMC 1 day Wed 6/13/07 Thu 6/14/07 Implementation Coordinator

126

1 day

Thu 6/14/07

Fri 6/15/07

Implementation Coordinator Implementation Coordinator

0%

127 128 129 130

5 days Wed 6/13/07 Wed 6/20/07 37 days 2 days Thu 9/6/07 Thu 9/6/07 Fri 10/26/07

0% 0% 0% 0%

Fri 9/7/07 Implementation Mgr Tue 9/11/07 Implementation Mgr

2 days Mon 9/10/07

131

2 days Wed 9/12/07

Thu 9/13/07 Implementation Mgr

0%

132

5 days

Fri 9/14/07

Thu 9/20/07 Client

0%

133

Set up CRM template in system Prepare and submit CRM approver import file Load CRM approver import file Run test application in system with client Notify Customer Service regarding incoming apps (if greater than 250 cards) Update CustTrax for Customer Service; include any important notes Provide client sample CRM instructions Cardholders begin completing applications Receipt of cards by cardholders Merchant Category Code (MCC) Defaults Determine if account code defaults per MCC will be used at hierarchy and/or card level Prepare MCC Accounting Code import file (MCCI Import and/or MCHI Import) (if necessary) Import MCC Accounting Code file into PaymentNet Merchant Set Up Identify any merchant enrollment

3 days

Fri 9/21/07

Tue 9/25/07 Implementation Mgr

0%

134

5 days Wed 9/26/07

Tue 10/2/07 Client

0%

135

2 days Wed 10/3/07

Thu 10/4/07 Implementation Mgr

0%

136

3 days

Fri 10/5/07

Tue 10/9/07 Implementation Mgr

0%

137

1 day Wed 10/10/07 Wed 10/10/07

Implementation Coordinator

0%

138

1 day Thu 10/11/07 Thu 10/11/07

Implementation Coordinator

0%

139

1 day

Fri 10/12/07

Fri 10/12/07 Implementation Mgr

0%

140

0 days

Fri 10/12/07

Fri 10/12/07 Client

0%

141

10 days Mon 10/15/07

Fri 10/26/07 Client

0%

142

36 days

Mon 7/9/07 Mon 8/27/07

0%

143

5 days

Mon 7/9/07

Fri 7/13/07

Client,Implementation Mgr

0%

144

10 days

Mon 8/6/07

Fri 8/17/07 Client

0%

145 146

6 days Mon 8/20/07 Mon 8/27/07 Client 63 days Mon 6/25/07 Wed 9/19/07

0% 0%

147

3 days Mon 6/25/07 Wed 6/27/07 Client

0%

requirements (if necessary) Coordinate merchant enrollment with Chase Merchant Services (if necessary) Notify merchants of new program (if necessary) PaymentNet Import Files Prepare cardholder profile import file (USEI Import) Import cardholder profile file into PaymentNet Prepare cardholder hierarchy import file (EMPL Import) Import cardholder hierarchy file into PaymentNet Identify noncardholders that require PaymentNet access Prepare noncardholder import file (NCHI Import) Import noncardholder file into PaymentNet PaymentNet Mapper Review existing mappers and select generic, flex or custom Generic or Flex Mapper Submit sample accounting codes for purposes of test file If flex mapper, select & set up fields Prepare test file for generic

148

60 days

Thu 6/28/07 Wed 9/19/07 JPMC

0%

149

60 days Mon 6/25/07

Fri 9/14/07 Client

0%

150

20 days

Fri 7/13/07

Thu 8/9/07

0%

151

3 days

Fri 7/13/07

Tue 7/17/07 Implementation Mgr

0%

152

3 days Wed 7/18/07

Fri 7/20/07 Client

0%

153

3 days

Thu 8/2/07

Mon 8/6/07 Implementation Mgr

0%

154

3 days

Tue 8/7/07

Thu 8/9/07 Client

0%

155

3 days Wed 7/18/07

Fri 7/20/07 Client

0%

156

3 days Mon 7/23/07 Wed 7/25/07 Client

0%

157 158

3 days

Thu 7/26/07 Mon 7/30/07 Client

0% 0%

63 days Mon 6/25/07 Wed 9/19/07

159

5 days Mon 6/25/07

Fri 6/29/07 Client

0%

160

21 days

Mon 7/9/07

Mon 8/6/07

0%

161

5 days

Mon 7/9/07

Fri 7/13/07 Client

0%

162

2 days Mon 7/16/07

Tue 7/17/07

Client,Implementation Mgr

0%

163

5 days Wed 7/18/07

Tue 7/24/07 Implementation Mgr

0%

or flex mapper 164 Perform testing on the mapper test file Provide feedback on testing results Deploy mapper to client PaymentNet site Custom Mapper Identify fields needed for Mapper Design custom mapper specification document Request for custom mapper specification estimate Obtain technical specs and verify timing and pricing Sign-off on custom mapper spec for programming Program custom mapper and generate test file Perform testing on the custom mapper test file IF NECESSARY, make programming corrections and re-test Sign-off on custom mapper programming Deploy custom mapper to PaymentNet site Review & 5 days Wed 7/25/07 Tue 7/31/07 Client 0%

165

1 day

Wed 8/1/07

Wed 8/1/07 Client

0%

166

3 days

Thu 8/2/07

Mon 8/6/07 Implementation Mgr

0%

167 168

58 days 3 days

Mon 7/2/07 Wed 9/19/07 Mon 7/2/07 Wed 7/4/07 Client

0% 0%

169

5 days

Thu 7/5/07 Wed 7/11/07 Technical Consultant

0%

170

1 day

Thu 7/12/07

Thu 7/12/07 Technical Consultant

0%

171

2 days

Technical Fri 7/13/07 Mon 7/16/07 Consultant,Implementation Mgr

0%

172

2 days

Tue 7/17/07 Wed 7/18/07 Client

0%

173

30 days

Thu 7/19/07 Wed 8/29/07 Technical Consultant

0%

174

5 days

Thu 8/30/07

Wed 9/5/07 Client

0%

175

5 days

Thu 9/6/07 Wed 9/12/07 Technical Consultant

0%

176

2 days

Thu 9/13/07

Fri 9/14/07 Client

0%

177

3 days Mon 9/17/07 Wed 9/19/07 Technical Consultant

0%

178

Finalize PaymentNet Screen Configurations Complete General Information Setup screen configuration Design and setup PaymentNet Welcome Screen Complete Accounting Code Setup screen configuration Complete Billing Cyle screen configuration Complete Accounting Cycle screen configuration Complete Approval level / E-mail screen configuration Input custom email message on Edit E-mail Message screen (if necessary) Complete Default Screen View configurations Complete Merchant Classification Setup screen configuration Select reports on Report Setup screen configuration

2 days

Tue 10/2/07 Wed 10/3/07

0%

179

2 days

Tue 10/2/07 Wed 10/3/07 Client

0%

180

2 days

Tue 10/2/07 Wed 10/3/07 Client

0%

181

2 days

Tue 10/2/07 Wed 10/3/07 Client

0%

182

2 days

Tue 10/2/07 Wed 10/3/07 Client

0%

183

2 days

Tue 10/2/07 Wed 10/3/07 Client

0%

184

2 days

Tue 10/2/07 Wed 10/3/07 Client

0%

185

2 days

Tue 10/2/07 Wed 10/3/07 Client

0%

186

2 days

Tue 10/2/07 Wed 10/3/07 Client

0%

187

2 days

Tue 10/2/07 Wed 10/3/07 Client

0%

188

2 days

Tue 10/2/07 Wed 10/3/07 Client

0%

189

190 191

Complete Transaction Edit / Viewable 2 days Tue 10/2/07 Wed 10/3/07 Client screen configuration Program Training 126 days Mon 6/25/07 Mon 12/17/07 for PaymentNet Program Administrator Training Schedule date and location for Program Administrator training 22 days Mon 8/27/07 Tue 9/25/07

0%

0% 0%

192

10 days Mon 8/27/07

Fri 9/7/07

Implementation Mgr,Client

0%

193

Fill out PaymentNet Training Request Form Send Welcome Packet to SLC visitor (if applicable) Attend Program Administrator level training Deliver PaymentNet documentation to Program Administrator Cardholder Training (Commercial Card) Select cardholder training methods Set up tracking of Learning Website (if necessary) Select / develop / customize cardholder training materials Schedule cardholder training Conduct cardholder training Client Internal Communication Create / Review program "Policies and Procedures" Customize, finalize forms, documents, memos, etc. for program rollout Transition Program to Client Relations Assign ongoing client relationship management team Close first month accounting cycle with mapper Prepare Transition Document Conduct internal program review for transition Schedule transition meeting with Client

3 days Mon 9/10/07 Wed 9/12/07 Implementation Mgr

0%

194

2 days

Thu 9/13/07

Fri 9/14/07 Implementation Mgr

0%

195

2 days Mon 9/17/07

Tue 9/18/07 Client

0%

196

5 days Wed 9/19/07

Tue 9/25/07 Trainer

0%

197

16 days Mon 9/10/07 Mon 10/1/07

0%

198 199

3 days Mon 9/10/07 Wed 9/12/07 Client 1 day Thu 9/13/07 Thu 9/13/07 Training

0% 0%

200

5 days

Fri 9/14/07

Thu 9/20/07 Client

0%

201

2 days

Fri 9/21/07 Mon 9/24/07 Client

0%

202 203 204

5 days

Tue 9/25/07 Mon 10/1/07 Client Fri 8/17/07 Fri 8/3/07 Client

0% 0% 0%

40 days Mon 6/25/07 30 days Mon 6/25/07

205

10 days

Mon 8/6/07

Fri 8/17/07 Client

0%

206

126 days Mon 6/25/07 Mon 12/17/07

0%

207

5 days Mon 6/25/07

Fri 6/29/07 JPMC Client Relations

0%

208 209 210

22 days Mon 10/29/07 Tue 11/27/07 Implementation Mgr 5 days Wed 11/28/07 Tue 12/4/07 Implementation Mgr

0% 0% 0%

5 days Wed 12/5/07 Tue 12/11/07 Implementation Mgr

211

3 days Wed 12/12/07

Fri 12/14/07 Implementation Mgr

0%

212 213 214 215 216

Conduct transition meeting with client Post Implementation Review Change Status on Imp report to "complete" Send customer survey Conduct a debriefing internal educational meeting

1 day Mon 12/17/07 Mon 12/17/07 Implementation Mgr 27 days Tue 12/18/07 Wed 1/23/08 2 days Tue 12/18/07 Wed 12/19/07 Implementation Mgr 20 days Thu 12/20/07 Wed 1/16/08 JPMC 5 days Thu 1/17/08 Wed 1/23/08 Implementation Mgr

0% 0% 0% 0% 0% 0%

217 End

0 days Wed 1/23/08 Wed 1/23/08

Resources
ID Name 1 Imp Mgr 2 Imp Coord. 3 Client 4 Technical Conslt 5 Training 6 Sales 7 Compliance 8 Credit 9 JPMC 10 JPMC Vend Mgmt 11 IC 12 RIM 13 Imp Mgr/IC 14 Legal 15 JPMC Legal 16 Technical Operations 17 JPMC Technical Operations 18 JPMC Technical 19 JPMC Vendor Mgmt 20 Impl Coord 21 Imp Coord 22 Vendor Mgmt 23 RM 24 JPMC Commercial Operations 25 JPMC Commerical Operations 26 JPMC Commercial Operation 27 EDS 28 FDR 29 Clinet 30 Technical Consultant 31 Trainer 32 JPMC Client Relations 33 Implementation Mgr Group Max Units Peak Units 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 0% 0% 1,600% 0% 100% 0% 100% 100% 100% 0% 0% 0% 0% 0% 0% 0% 0% 100% 0% 0% 0% 200% 0% 100% 0% 0% 100% 100% 0% 100% 100% 100% 700%

34 Regional Implementation Mgr 35 Implementation Coordinator 36 Implemenation Coordinator 37 Implemen 38 Implementatin Coordinator 39 IM 40 SPPC Program Mgr 41 CC IM 42 CC Training 43 CC Trainer

100% 100% 100% 100% 100% 100% 100% 100% 100% 100%

100% 400% 100% 0% 0% 0% 0% 0% 0% 0%

Assignments
Task ID Task Name 4 Resource Name Work 0 hrs Start Mon 6/4/07 Finish Mon 6/4/07 % Work Complete 0%

PAF and pricing Sales received by Sales Assign members of JPMC Implementation Team Setup company information in CustTrax IM adds project to Implementation Report Determine if Technical Consultant is needed Regional Implementation Mgr Implementation Coordinator Implementation Mgr

5

16 hrs

Mon 6/4/07

Tue 6/5/07

0%

6

16 hrs

Tue 6/12/07 Wed 6/13/07

0%

7

8 hrs

Wed 6/6/07

Wed 6/6/07

0%

8

Implementation Mgr

8 hrs Mon 6/25/07 Mon 6/25/07

0%

10 10 11 11 12

Receive fully JPMC Legal executed contract Receive fully Client executed contract Receive final Credit credit approval Receive final Compliance credit approval Obtain final client sign-off on Client program set-up Obtain final client Implementation sign-off on Mgr program set-up Schedule internal Implementation JPMC (CCS) Mgr team meeting Conduct internal team meeting Client introductory call Schedule Discovery Meeting Send agenda Implementation Mgr Implementation Mgr Implementation Mgr Implementation

0 hrs 0 hrs 40 hrs 40 hrs 16 hrs

Mon 6/4/07 Mon 6/4/07 Mon 6/4/07 Mon 6/4/07 Tue 9/25/07

Mon 6/4/07 Mon 6/4/07 Fri 6/8/07 Fri 6/8/07 Thu 9/27/07

0% 0% 0% 0% 0%

12

16 hrs

Tue 9/25/07

Thu 9/27/07

0%

15 16 18 20 21

8 hrs 16 hrs

Wed 6/6/07 Thu 6/7/07

Wed 6/6/07 Fri 6/8/07

0% 0% 0% 0% 0%

8 hrs Mon 6/11/07 Mon 6/11/07 24 hrs 8 hrs Tue 6/12/07 Fri 6/15/07 Thu 6/14/07 Fri 6/15/07

21 23

Send agenda

Mgr

8 hrs 8 hrs

Fri 6/15/07 Fri 6/15/07

Fri 6/15/07 Fri 6/15/07

0% 0%

Commercial Card Implementation program Mgr overview Identify members of client Implementation Team Begin documenting PAF/CSW Document findings from Discovery Meeting Review and distribute Discovery Meeting minutes Create initial customized Project Plan to reflect target dates Send implementation resource documents for review Client

24

8 hrs

Mon 6/4/07

Mon 6/4/07

0%

25

Implementation Coordinator Implementation Coordinator

16 hrs Mon 6/18/07

Tue 6/19/07

0%

26

12 hrs Mon 6/18/07

Tue 6/19/07

0%

27

Implementation Mgr

4 hrs

Tue 6/19/07

Tue 6/19/07

0%

28

Implementation Coordinator

16 hrs Wed 6/20/07

Thu 6/21/07

0%

29

Implementation Mgr

16 hrs Mon 6/18/07

Tue 6/19/07

0%

30

32

Define Program Goals, estimated Client number of cards and annual spend Schedule Implementation Implementation Mgr Meeting Set agenda for Implementation Meeting Prepare PaymentNet demo site Conduct Implementation Meeting Implementation Mgr Implementation Mgr Implementation Mgr

64 hrs Mon 6/18/07 Wed 6/27/07

0%

24 hrs Mon 6/18/07 Wed 6/20/07

0%

33

8 hrs

Thu 6/21/07

Thu 6/21/07

0%

34

8 hrs

Thu 6/21/07

Thu 6/21/07

0%

35

8 hrs

Fri 6/22/07

Fri 6/22/07

0%

36

Schedule weekly Implementation status conference Mgr calls Document the findings of the Implementation Meeting Debrief with internal implementation team Determine cycle date Determine payment method Determine card delivery method Implementation Mgr

8 hrs Mon 6/25/07 Mon 6/25/07

0%

37

16 hrs Mon 6/25/07

Tue 6/26/07

0%

38

Implementation Mgr Client Client Client

8 hrs Wed 6/27/07 Wed 6/27/07

0%

43 44 45

40 hrs Mon 6/25/07 40 hrs Mon 6/25/07 40 hrs Mon 6/25/07

Fri 6/29/07 Fri 6/29/07 Fri 6/29/07

0% 0% 0%

46

46

48

49

50

51 52 53 54 56

Address/introduce secure data export requirements Address/introduce secure data export requirements Complete CustTrax, assign company number EDS set up tables 84 & 85 (company information) EDS set up table 69 in EDS (if Special Handling) Review cardholder auth parms Complete CAP worksheet Provide Cheat Sheet for Data Entry Determine liability Provide name and statement address for central bill(s) Retrieve Central Bill account number in CustTrax Set up Central Bill in EDS (N screen) Provide Central Bill information back to client Determine if custom MCC groups are needed Client submits custom MCC group(s) Set up custom MCC in EDS Submit PaymentNet schema request form Notification of completion of PaymentNet site setup Verify site set up, complete QC on set up Create PA login Determine card

Client Implementation Mgr Implementation Coordinator Implementation Coordinator Implementation Coordinator Implementation Coordinator Implementation Coordinator Implementation Coordinator Implemenation Coordinator Client

20 hrs Mon 6/25/07 Wed 6/27/07

0%

20 hrs Mon 6/25/07 Wed 6/27/07

0%

40 hrs Wed 6/27/07

Tue 7/3/07

0%

40 hrs Wed 6/27/07

Tue 7/3/07

0%

40 hrs Wed 6/27/07

Tue 7/3/07

0%

8 hrs Wed 6/27/07 Wed 6/27/07 40 hrs 16 hrs Tue 9/18/07 Mon 9/24/07 Tue 9/25/07 Wed 9/26/07

0% 0% 0% 0% 0%

8 hrs Wed 6/27/07 Wed 6/27/07 40 hrs Thu 6/28/07 Wed 7/4/07

57

Implementation Coordinator Implementation Coordinator Implementation Coordinator Client

8 hrs

Thu 7/5/07

Thu 7/5/07

0%

58

8 hrs

Fri 7/6/07

Fri 7/6/07

0%

59

8 hrs

Mon 7/9/07

Mon 7/9/07

0%

61

40 hrs Mon 6/25/07

Fri 6/29/07

0%

62 63

Client Implementation Coordinator Implementation Coordinator

80 hrs

Mon 7/2/07

Fri 7/13/07 Fri 7/20/07

0% 0%

40 hrs Mon 7/16/07

65

8 hrs

Wed 7/4/07

Wed 7/4/07

0%

66

JPMC Technical Implementation Mgr Implementation Mgr

16 hrs

Thu 7/5/07

Fri 7/6/07

0%

67 68

16 hrs

Mon 7/9/07

Tue 7/10/07 Thu 7/12/07

0% 0%

16 hrs Wed 7/11/07

70

72

73 74 74 75 76 77

design (custom, logo, or generic) Submit card design specifications Submit specifications for proof Receive proof

Client

24 hrs Mon 6/25/07 Wed 6/27/07

0%

Client Implementation Mgr Implementation Mgr

24 hrs

Thu 6/28/07

Mon 7/2/07

0%

8 hrs 80 hrs 80 hrs

Tue 7/3/07 Wed 7/4/07 Wed 7/4/07

Tue 7/3/07 Tue 7/17/07 Tue 7/17/07

0% 0% 0% 0% 0% 0%

Receive proof Vendor Mgmt Submit proof to client for Vendor Mgmt approval Sign off on proof Client Confirm Vendor Mgmt has received proof approval Implementation Mgr

8 hrs Wed 7/18/07 Wed 7/18/07 16 hrs Thu 7/19/07 Fri 7/20/07

8 hrs Mon 7/23/07 Mon 7/23/07

78 79 80 82

Assign institution Vendor Mgmt ID / source code Complete custom plastic Confirm stock availability Submit card design specifications Submit specifications for proof Receive proof Vendor Mgmt Implementation Mgr Client Implementation Mgr Implementation Mgr

40 hrs 240 hrs 40 hrs 24 hrs

Tue 7/24/07 Mon 7/30/07 Tue 7/31/07 Mon 9/10/07 Tue 9/11/07 Mon 9/17/07 Thu 6/28/07 Mon 7/2/07

0% 0% 0% 0%

83 84 84 85 86 87

8 hrs 80 hrs 80 hrs

Tue 7/3/07 Wed 7/4/07 Wed 7/4/07

Tue 7/3/07 Tue 7/17/07 Tue 7/17/07

0% 0% 0% 0% 0% 0%

Receive proof Vendor Mgmt Submit proof to client for Vendor Mgmt approval Sign off on proof Client Confirm Vendor Mgmt has Implementation received proof Mgr approval Assign institution Vendor Mgmt ID / source code Preliminary set up Implementation of PaymentNet Mgr screens Design account code structure for Client PaymentNet Design account Implementation code structure for Mgr PaymentNet Prepare accounting code import file (ACTT Import) Import accounting code file (ACTT Client

8 hrs Wed 7/18/07 Wed 7/18/07 16 hrs Thu 7/19/07 Fri 7/20/07

8 hrs Mon 7/23/07 Mon 7/23/07

88 90

40 hrs 24 hrs

Tue 7/24/07 Mon 7/30/07 Fri 7/13/07 Tue 7/17/07

0% 0%

92

80 hrs Mon 6/25/07

Fri 7/6/07

0%

92

80 hrs Mon 6/25/07

Fri 7/6/07

0%

93

160 hrs

Mon 7/9/07

Fri 8/3/07

0%

94

Client

24 hrs

Mon 8/6/07

Wed 8/8/07

0%

96

96

Import) into PaymentNet Design hierarchy access structure Client 120 hrs Mon 6/25/07 for PaymentNet Design hierarchy Implementation access structure 120 hrs Mon 6/25/07 Mgr for PaymentNet Prepare hierarchy import file (HIER Client Import) Import hierarchy file (HIER Client Import) into PaymentNet Select security data for card Client activation Select secure method to submit cardholder files to JPMC Select PaymentNet user id format Determine Cardholder application method Determine Cardholder application method QC on CAP, SHC, and all EDS tables Prepare spreadsheet list of cardholders and important data Prepare secure file with cardholder spreadsheet Submit cardholder applications / spreadsheet Client 80 hrs Mon 7/16/07

Fri 7/13/07

0%

Fri 7/13/07

0%

97

Fri 7/27/07

0%

98

24 hrs Mon 7/30/07

Wed 8/1/07

0%

100

400 hrs Mon 6/25/07

Fri 8/31/07

0%

101

80 hrs Mon 6/25/07

Fri 7/6/07

0%

102

Client

80 hrs

Fri 6/22/07

Thu 7/5/07

0%

104

Client

24 hrs

Mon 9/3/07

Wed 9/5/07

0%

104

Implementation Mgr Implementation Coordinator

24 hrs

Mon 9/3/07

Wed 9/5/07

0%

106

8 hrs Mon 10/8/07

Tue 10/9/07

0%

107

Client

80 hrs

Thu 9/6/07 Wed 9/19/07

0%

108

Client

8 hrs

Thu 9/20/07

Thu 9/20/07

0%

109

Client

4 hrs

Tue 9/25/07

Tue 9/25/07

0%

110

Notify Customer Service regarding Implementation incoming apps (if Coordinator greater than 250 cards) Update CustTrax for Customer Service; include any important notes Update CustTrax for Customer Service, add any important notes Implementation Coordinator

8 hrs

Tue 9/25/07 Wed 9/26/07

0%

111

8 hrs Wed 9/26/07

Thu 9/27/07

0%

112

Implementation Coordinator

8 hrs

Mon 6/4/07

Mon 6/4/07

0%

113

114

QC / Review cardholder application spreadsheet Submit NBA "Heads Up" notification (request card numbers in notes) Prepare NBA Submit NBA Run "batch doctor" on NBA Make changes to NBA (if necessary) Separate records needing manual processing, submit to new accounts Submit NBA "Real Deal" notice to EDS Confirm "Real Deal" date Process NBA and print cards

Implementation Mgr

48 hrs

Tue 9/25/07 Wed 10/3/07

0%

Implementation Coordinator Implementation Coordinator Implementation Coordinator JPMC Commercial Operations Client

4 hrs Wed 10/3/07 Wed 10/3/07

0%

115 116 117

16 hrs

Thu 10/4/07

Fri 10/5/07

0% 0% 0%

4 hrs Mon 10/8/07 Mon 10/8/07 16 hrs Mon 6/4/07 Tue 6/5/07

118

8 hrs

Wed 6/6/07

Wed 6/6/07

0%

119

Implementation Coordinator JPMC Commercial Operations Implementation Coordinator EDS

4 hrs

Thu 6/7/07

Thu 6/7/07

0%

120 121 122 122 122 123 124 125

2 hrs 2 hrs 16 hrs 16 hrs 16 hrs 8 hrs

Thu 6/7/07 Thu 6/7/07

Thu 6/7/07 Thu 6/7/07

0% 0% 0% 0% 0% 0% 0% 0%

Fri 6/8/07 Mon 6/11/07 Fri 6/8/07 Mon 6/11/07 Fri 6/8/07 Mon 6/11/07 Tue 6/12/07 Tue 6/12/07

Process NBA and FDR print cards Process NBA and print cards Spot check records created, confirm SHC Mail cards Screen Scrape for MCC's (if multiple used) Screen Scrape for Auth Parms (Individual Liability) Receipt of cards by client Prepare CRM demo site Prepare Excel CRM template Conduct CRM demo and review CRM template Complete and submit CRM template in Excel Set up CRM template in system JPMC Implementation Coordinator JPMC Implementation Coordinator Implementation Coordinator Implementation Coordinator Implementation Mgr Implementation Mgr Implementation Mgr Client Implementation Mgr

4 hrs Wed 6/13/07 Wed 6/13/07 8 hrs Wed 6/13/07 Thu 6/14/07

126

8 hrs

Thu 6/14/07

Fri 6/15/07

0%

127 129 130 131

40 hrs Wed 6/13/07 Wed 6/20/07 16 hrs Thu 9/6/07 Fri 9/7/07 Tue 9/11/07 Thu 9/13/07

0% 0% 0% 0%

16 hrs Mon 9/10/07 16 hrs Wed 9/12/07

132

40 hrs

Fri 9/14/07

Thu 9/20/07

0%

133

24 hrs

Fri 9/21/07

Tue 9/25/07

0%

134

135

136

137

138

Prepare and submit CRM approver import file Load CRM approver import file Run test application in system with client Notify Customer Service regarding incoming apps (if greater than 250 cards) Update CustTrax for Customer Service; include any important notes Provide client sample CRM instructions

Client

40 hrs Wed 9/26/07

Tue 10/2/07

0%

Implementation Mgr Implementation Mgr

16 hrs Wed 10/3/07

Thu 10/4/07

0%

24 hrs

Fri 10/5/07

Tue 10/9/07

0%

Implementation Coordinator

8 hrs Wed 10/10/07 Wed 10/10/07

0%

Implementation Coordinator

8 hrs Thu 10/11/07 Thu 10/11/07

0%

139

Implementation Mgr

8 hrs

Fri 10/12/07

Fri 10/12/07

0%

140 141

Cardholders begin completing Client applications Receipt of cards Client by cardholders Determine if account code defaults per MCC Client will be used at hierarchy and/or card level Determine if account code defaults per MCC will be used at hierarchy and/or card level Prepare MCC Accounting Code import file (MCCI Import and/or MCHI Import) (if necessary) Import MCC Accounting Code file into PaymentNet Identify any merchant enrollment requirements (if necessary) Coordinate merchant enrollment with Chase Merchant Services (if necessary) Notify merchants

0 hrs

Fri 10/12/07

Fri 10/12/07 Fri 10/26/07

0% 0%

80 hrs Mon 10/15/07

143

40 hrs

Mon 7/9/07

Fri 7/13/07

0%

143

Implementation Mgr

40 hrs

Mon 7/9/07

Fri 7/13/07

0%

144

Client

80 hrs

Mon 8/6/07

Fri 8/17/07

0%

145

Client

48 hrs Mon 8/20/07 Mon 8/27/07

0%

147

Client

24 hrs Mon 6/25/07 Wed 6/27/07

0%

148

JPMC

480 hrs

Thu 6/28/07 Wed 9/19/07

0%

149

151

152

153

154

155

of new program (if necessary) Prepare cardholder profile import file (USEI Import) Import cardholder profile file into PaymentNet Prepare cardholder hierarchy import file (EMPL Import) Import cardholder hierarchy file into PaymentNet Identify noncardholders that require PaymentNet access

Client

480 hrs Mon 6/25/07

Fri 9/14/07

0%

Implementation Mgr

24 hrs

Fri 7/13/07

Tue 7/17/07

0%

Client

24 hrs Wed 7/18/07

Fri 7/20/07

0%

Implementation Mgr

24 hrs

Thu 8/2/07

Mon 8/6/07

0%

Client

24 hrs

Tue 8/7/07

Thu 8/9/07

0%

Client

24 hrs Wed 7/18/07

Fri 7/20/07

0%

156

Prepare noncardholder import Client file (NCHI Import) Import noncardholder file Client into PaymentNet Review existing mappers and select generic, flex or custom Client

24 hrs Mon 7/23/07 Wed 7/25/07

0%

157

24 hrs

Thu 7/26/07 Mon 7/30/07

0%

159

40 hrs Mon 6/25/07

Fri 6/29/07

0%

161

Submit sample accounting codes Client for purposes of test file If flex mapper, select & set up fields If flex mapper, select & set up fields Client Implementation Mgr

40 hrs

Mon 7/9/07

Fri 7/13/07

0%

162

16 hrs Mon 7/16/07

Tue 7/17/07

0%

162

16 hrs Mon 7/16/07

Tue 7/17/07

0%

163

Prepare test file Implementation for generic or flex Mgr mapper Perform testing on the mapper test file Provide feedback on testing results Deploy mapper to client PaymentNet site Identify fields needed for Mapper Design custom mapper specification document Request for Client Client Implementation Mgr Client

40 hrs Wed 7/18/07

Tue 7/24/07

0%

164 165 166

40 hrs Wed 7/25/07 8 hrs 24 hrs Wed 8/1/07 Thu 8/2/07

Tue 7/31/07 Wed 8/1/07 Mon 8/6/07

0% 0% 0%

168

24 hrs

Mon 7/2/07

Wed 7/4/07

0%

169

Technical Consultant

40 hrs

Thu 7/5/07 Wed 7/11/07

0%

170

custom mapper specification estimate Obtain technical specs and verify timing and pricing Obtain technical specs and verify timing and pricing Sign-off on custom mapper spec for programming Program custom mapper and generate test file Perform testing on the custom mapper test file IF NECESSARY, make programming corrections and re-test Sign-off on custom mapper programming Deploy custom mapper to PaymentNet site Complete General Information Setup screen configuration Design and setup PaymentNet Welcome Screen Complete Accounting Code Setup screen configuration Complete Billing Cyle screen configuration Complete Accounting Cycle screen configuration Complete Approval level / E-mail screen configuration Input custom email message on Edit E-mail Message screen (if necessary)

Technical Consultant

8 hrs

Thu 7/12/07

Thu 7/12/07

0%

171

Technical Consultant

16 hrs

Fri 7/13/07 Mon 7/16/07

0%

171

Implementation Mgr

16 hrs

Fri 7/13/07 Mon 7/16/07

0%

172

Client

16 hrs

Tue 7/17/07 Wed 7/18/07

0%

173

Technical Consultant Client

240 hrs

Thu 7/19/07 Wed 8/29/07

0%

174

40 hrs

Thu 8/30/07

Wed 9/5/07

0%

175

Technical Consultant

40 hrs

Thu 9/6/07 Wed 9/12/07

0%

176

Client Technical Consultant

16 hrs

Thu 9/13/07

Fri 9/14/07

0%

177

24 hrs Mon 9/17/07 Wed 9/19/07

0%

179

Client

16 hrs

Tue 10/2/07 Wed 10/3/07

0%

180

Client

16 hrs

Tue 10/2/07 Wed 10/3/07

0%

181

Client

16 hrs

Tue 10/2/07 Wed 10/3/07

0%

182

Client

16 hrs

Tue 10/2/07 Wed 10/3/07

0%

183

Client

16 hrs

Tue 10/2/07 Wed 10/3/07

0%

184

Client

16 hrs

Tue 10/2/07 Wed 10/3/07

0%

185

Client

16 hrs

Tue 10/2/07 Wed 10/3/07

0%

186

Complete Default Screen View Client configurations

16 hrs

Tue 10/2/07 Wed 10/3/07

0%

187

188

189

192

Complete Merchant Classification Setup screen configuration Select reports on Report Setup screen configuration Complete Transaction Edit / Viewable screen configuration Schedule date and location for Program Administrator training

Client

16 hrs

Tue 10/2/07 Wed 10/3/07

0%

Client

16 hrs

Tue 10/2/07 Wed 10/3/07

0%

Client

16 hrs

Tue 10/2/07 Wed 10/3/07

0%

Implementation Mgr

80 hrs Mon 8/27/07

Fri 9/7/07

0%

192

Schedule date and location for Program Client Administrator training Fill out PaymentNet Training Request Form Send Welcome Packet to SLC visitor (if applicable) Attend Program Administrator level training Deliver PaymentNet documentation to Program Administrator Select cardholder training methods Set up tracking of Learning Website (if necessary) Select / develop / customize cardholder training materials Schedule cardholder training Conduct cardholder training Create / Review program "Policies and Procedures" Customize, finalize forms, documents, memos, etc. for program rollout Implementation Mgr

80 hrs Mon 8/27/07

Fri 9/7/07

0%

193

24 hrs Mon 9/10/07 Wed 9/12/07

0%

194

Implementation Mgr

16 hrs

Thu 9/13/07

Fri 9/14/07

0%

195

Client

16 hrs Mon 9/17/07

Tue 9/18/07

0%

196

Trainer

40 hrs Wed 9/19/07

Tue 9/25/07

0%

198 199

Client Training

24 hrs Mon 9/10/07 Wed 9/12/07 8 hrs Thu 9/13/07 Thu 9/13/07

0% 0%

200

Client

40 hrs

Fri 9/14/07

Thu 9/20/07

0%

201

Client

16 hrs

Fri 9/21/07 Mon 9/24/07

0%

202

Client

40 hrs

Tue 9/25/07 Mon 10/1/07

0%

204

Client

240 hrs Mon 6/25/07

Fri 8/3/07

0%

205

Client

80 hrs

Mon 8/6/07

Fri 8/17/07

0%

207

208

209

210

211

212

214 215

Assign ongoing client relationship management team Close first month accounting cycle with mapper Prepare Transition Document Conduct internal program review for transition Schedule transition meeting with Client Conduct transition meeting with client Change Status on Imp report to "complete" Send customer survey Conduct a debriefing internal educational meeting

JPMC Client Relations

40 hrs Mon 6/25/07

Fri 6/29/07

0%

Implementation 176 hrs Mon 10/29/07 Tue 11/27/07 Mgr Implementation Mgr Implementation Mgr Implementation Mgr Implementation Mgr Implementation Mgr JPMC 40 hrs Wed 11/28/07 Tue 12/4/07

0%

0%

40 hrs Wed 12/5/07 Tue 12/11/07

0%

24 hrs Wed 12/12/07

Fri 12/14/07

0%

8 hrs Mon 12/17/07 Mon 12/17/07

0%

16 hrs Tue 12/18/07 Wed 12/19/07 160 hrs Thu 12/20/07 Wed 1/16/08

0% 0%

216

Implementation Mgr

40 hrs

Thu 1/17/08 Wed 1/23/08

0%

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