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1.Project Preparation
Perform initiation & prepare project plans
Define the project goals, scope & objectives
Identify, on-board & train team members
Formalize strategy for implementation
Conduct Kick-off meeting
2. Business Blueprint
· Business Requirements aligned with the SAP business model
· Business Process Design (To-Be process models)
· Solution Design (including a fit gap analysis
· Identified additional functional & technical requirements that need to be custom-developed
3. Realization
· Configure SAP system as per the finalized BBP document.
· Develop custom RICEFW objects
· Define user roles & authorizations
· Build a complete Business & System environment
· Perform rigorous testing as per Testing scope
· Develop Training material & end-user documentation
· Impart training to core-business users on the developed system
· Obtain business approval – User Acceptance Testing
4. Final Preparation
· Prepare the system for Production release
· Prepare the internal & external organization for Go-Live
In this phase, the business owns & executes new Business Processes & systems. The purpose of Go-Live phase is -
· Prepare the system for Production release
· Prepare the internal & external organization for Go-Live
Hi Sunil,
When the project is started then it is called as PROJECT KICK-OFF after which the project phases like desigining,
analysinzg and development starts.
PROJECT GO LIVE means once the project is complete and its moved to the live production system for the business
to use is called project go live.
Cheers
VJ
Hi,
Project Kick-off is the time when the plan is finalised, approved and the project work starts.
Post go-live usually refers to teh activities and production support involved once the project goes to Production
system.
For Kick off meeting, you just introduce yourself and read user mindset and ask project implementation related
questions.
I mean to say that dont go in deep while kick off meeting with pondering many questions so that client will get a 100%
pros and cons of the implemented project. Go ahead with mild questions about business operations and how client
handling current processes.
If you can go through this below link: Just convert these questions into your EWM area. You will get an idea.
Kick Off Meeting is the official announcement of the start of the project. Most of the time, Consultants will not play an role in it.
It is more from the project management side where they define the milestones of the project.
1.
Business One
2. SAP Business One
3. SAP Business One Accelerated Implementation Program 2.0
In This Chapter:
#Milestones
#Team members
#Project tasks
#Documentation
#Best-practice recommendations
The purpose of this phase is to provide initial planning and preparation for the SAP Business One implementation project.
Although each SAP Business One project has its own unique objectives, scope, and priorities; the steps in the preparation
phase help identify and plan the primary focus areas that need to be considered. This does include technical issues as well
as project management topics. In addition, the SAP Business One software is delivered during this phase and a preliminary
installation of a sandbox or test system is completed.
Milestones
At the end of this phase, the following deliverables and objectives have to be completed:
Milestone 1.1: Obtain clear understanding about sales process and client from sales team
Milestone 1.4: Obtain project phase sign-off from customer for "Project Preparation"
Team members
The estimated duration of this phase is 37.5 hours. During the project preparation phase, the following team members are
required.
Client IT administrator and functional leads should be prepared by the client project manager as soon as possible to make
sure that they can attend the kick-off meeting and are available subsequently for questions. The client IT administrator also
needs to assist in the installation of the SAP Business One software and database.
Project Tasks
The following lists the tasks that have to be completed during this implementation phase:
1-1 Hand-over from -Obtain information about sales 6 hours SAP Business One project manager,
sales process, customer, schedule, business consultants, account manager
processes, ...
-Project risk assessed
1-2 Define project -Clarify project responsibilities 2 hours SAP Business One project manager,
organization internally consultants, account manager
1-3 Conduct internal -Communicate project plan 4 hours SAP Business One project manager,
kick-off consultants, account manager
2-1 Communicate with -Confirm hardware and resource 2 hours SAP Business One project manager,
customer availability client project manager
-Confirm date and agenda for kick-off
2-2 Create kick-off -Kick-Off meeting presentation with 8 hours SAP Business One project manager,
presentation agenda and project plan consultants, account manager
3-1 Kick-off meeting -Conduct kick-off meeting 6 hours Project team (see 2.2)
-Obtain understanding of customer
expectations and high-level
requirements
-Finalize project plan and time
schedule
Task Description Results Est. Team members
# duration
4-1 Deliver software -Obtain signed delivery receipt 0.5 hours SAP Business One project manager,
client project manager
4-2 Install SAP -SAP Business One functional and 8 hours SAP Business One consultants, client IT
Business One initialized with demo database on administrator
client hardware
5 Review Project -Obtain signed project phase sign-off 1 hour SAP Business One project manager,
Phase client project manager, SAP Business
One consultants
Documentation
It is important that the following steps and results of this phase be documented.
Please use the following templates as guidelines for corresponding project tasks and to create the necessary
documentation:
Handover from Sales Checklist (DOC, 155Kb)
Best-practice recommendations
Please find below a list of frequently asked questions and know issues for the implementation phase.
Include sales team in kick-off meeting to assure that customer expectations set during the sales process are
feasible and that product capabilities have not been miscommunicated
Explicity confirm hardware, software, and resource availibility for kick-off meeting with client project manager
and/or IT administrator
Perform a high level SAP Business One product demonstration as part of the kick-off meeting in order to
give all team members a visual understanding of the product and to address early questions
Clearly communicate time requirements for client resources, i.e. when and how long they have to be available
Client should create an executive steering committee in order to assure executive management support of the
implementation project
At the completion of the "Project Preparation Phase", obtain a copy of the "Project Phase Signoff" document
signed by the client project manager
1. usiness One
2. SAP Business One
3. SAP Business One Accelerated Implementation Program 2.0
In This Chapter
#Milestones
#Team members
#Project Tasks
#Documentation
#Best-practice recommendations
The purpose of this phase is to achieve a common understanding of how the client intends to run SAP Business One to
support their business. One or more requirements gathering workshops are conducted during which business processes
and individual functional requirements of the client are defined and analyzed. In addition, the workshops serve to refine the
original project goals and objectives as well as to revise the overall project schedule, if necessary. The result is the Business
Blueprint, which is a detailed documentation of the results gathered during requirements workshops. The Business Blueprint
serves as a technical and functional guide during the subsequent phases of the SAP Business One implementation project.
Milestones
At the end of this phase, the following deliverables and objectives have to be completed:
Milestone 2.1: Schedule and conduct business requirement gathering workshops with client functional leads
Milestone 2.3: Determine changes to project scope and time schedule (if applicable)
Milestone 2.4: Obtain project phase sign-off from customer for "Business Blueprint"
Team members
The estimated duration of this phase is 26.5 hours. During the business blueprint phase, the following team members are
required.
The SAP Business One project manager is responsible for scheduling the business requirements gathering workshops
together with the client project manager. The SAP Business One consultants conduct the business requirements gathering
workshops together with the client functional leads. The client IT administrator should attend the workshops. If this is not
possible, he should be briefed on the outcome of each workshop to ensure that requirements defined are feasible in the
client's IT environment.
During the business requirements workshops, client functional leads should be prepared to discuss details of each business
process they oversee and to walk the consultant through their operations.
Project Tasks
The following lists the tasks that have to be completed during this implementation phase:
1-1 Review project plan -Review minutes from kick-off meeting 1 hour SAP Business One project
-Project plan is updated based on outcome of manager, client project
kick-off meeting manager
1-2 Schedule business -Business requirements gathering workshops 0.5 hours SAP Business One project
requirements are scheduled manager, client project
gathering workshops manager
2 Business 19 hours
requirements
gathering
2-1 Conduct business Business needs defined in detail in the areas 15 hours (5 SAP Business One
requirements of workshops at 3 consultant, client functional
gathering workshops sales, hours each) leads, client IT administrator
purchasing,
inventory management,
production and MRP,
financials and accounting,
service management
banking
reporting
business partner and item master data
chart-of-accounts
Task Description Results Est. duration Team members
#
2-2 Create Business -All relevant data (requirements, solutions, 4 hours SAP Business One
Blueprint limitations, and gaps) are documented in consultant
Business Blueprint document
3-1 Review and discuss -Feasibility of business and technical 4 hours SAP Business One
Business Blueprint requirements is determined consultants, SAP Business
-Limitations and gaps are established and One project manager, client
solutions are agreed upon project manager
3-2 Review project plan -Project plan is up-to-date based on Business 1 hour SAP Business One project
Blueprint review manager, client project
manager
4 Review Project -Obtain signed project phase sign-off 1 hour SAP Business One project
Phase manager, client project
manager, SAP Business
One consultants
Documentation
It is important that the following steps and results of this phase be documented.
Please use the following templates as guidelines for corresponding project tasks and to create the necessary
documentation:
Best-practice recommendations
Please find below a list of frequently asked questions and know issues for the implementation phase.
Conduct both one-on-one and group workshops be able to discuss individual requirements as well as overlaps and
dependencies between departments
Have a SAP Business One system available during the workshops in order to be able to demonstrate how business
requirements can be addressed by the system
*Use client's chart-of-accounts* instead of creating a new chart-of-accounts as this will significantly reduce efforts for data
migration and open balance reconciliation
Communicate and document that data migration includes only master data from legacy system to SAP Business
One; if client wishes to migrate historical transaction data, defer to a separate project following the initial implementation
Assure detailed documentation of requirements in Business Blueprint and emphasize to client that even seemingly
small changes to scope and/or requirements can have a significant impact on cost, resources, and timeline of the
project
Make sure to obtain client sign-off on Business Blueprint
In This Chapter
#Milestones
#Team members
#Project tasks
#Documentation
#Best-practice recommendations
This phase represents the most significant of the implementation phases. The purpose of Project Realization is to implement
all the business process and technical requirements defined during the previous phases and documented in the Business
Blueprint. During this phase, the consultants validate and update configuration and demonstrate processes while the
customer updates the work instructions (business process procedures: BPP) and performs unit and integration tests.
Milestones
At the end of this phase, the following deliverables and objectives have to be completed:
Milestone 3.1: SAP Business One production system installed and customized based on Business Blueprint
Team members
The estimated duration of this phase is 86 hours. During the project realization phase, the following team members are
required.
The SAP Business One project manager is responsible for scheduling system configuration, as well as oversee and possibly
execute any planning steps in cooperation with the client project manager. SAP Business One consultants perform the
install of all SAP Business One components (operating system, database, SAP Business One, patches) on client hardware.
The client IT administrator is responsible for supporting the installation of the SAP Business One components. Client leads
mainly need to be available for the creation of validation and test scripts as well as system testing and validation itself. Client
leads are responsible to confirm that the configurations in SAP Business One correspond to the business requirements
defined and provide the solution expected
Project tasks
The following lists the tasks that have to be completet during this implementation phase:
Task Description Results Est. duration Team members
#
1-1 Plan organizational change -User roles are defined and 2 hours SAP Business One project
management assigned to business processes manager, client project
-Communication strategy for manager, SAP Business One
end users is defined consultants
1-2 Plan end-user and -Training strategy defined 8 hours SAP Business One project
administrator training -Preliminary training schedule manager, client project
created manager, SAP Business One
-Training material is created consultants
1-3 Define and prepare data -Relevant item, BP, and 8 hours SAP Business One consultants,
migration balance data from legacy client IT administrator
system is cleaned and filtered
2-1 Install SAP Business One -SAP Business One with 2 hours SAP Business One consultants,
production system database installed on client client IT administrator
hardware for intended
production use
2-2 Complete system initialization -SAP Business One system 2 hours SAP Business One consultants,
initialized based on Business client IT administrator
Blueprint and SAP system
initialization guide
2-2 Complete system initialization -SAP Business One system 2 hours SAP Business One consultants,
initialized based on Business client IT administrator
Blueprint and SAP system
initialization guide
2-3 Complete system -SAP Business One system 8 hours SAP Business One consultants,
configuration based on configured for production use client IT administrator
Business Blueprint based on Business Blueprint
2-4 Complete data migration -All relevant item, business 8 hours SAP Business One consultants,
partner, and accounting data (depending on data client IT administrator
imported into SAP Business volume and
One quality, this
number varies
greatly)
2-5 Configure applicable -Standard interfaces to print, 4 hours SAP Business One consultants,
interfaces fax, email, etc. configured and client IT administrator
Task Description Results Est. duration Team members
#
functional
2-6 SAP Business One -User list with authorizations 4 hours SAP Business One consultants,
consultants, client IT is completed and users have client IT administrator
administrator been created in the SAP
Business One system
3-1 Conduct change management -Roles, tasks, and training 2 hours SAP Business One project
communication(if applicable) schedule have been manager, client project
communicated to end users manager, client functional leads
-Vendors and customers have
been informed about schedule
and upcoming changes
4 System 8 hours
validation/acceptance testing
4-1 Maintain Business Process -List of all relevant core 6 hours SAP Business One consultants,
Master List business processes relevant for client functional leads
the SAP Business One
implementation is created
4-2 Conduct business process and -All processes from the 2 hours SAP Business One consultants,
data validation/acceptance business process master list client functional leads
testing workshops have been walked through in
the system and have been
reviewed
-Data imported via data
migration has been verified
-Changes to setup or scope are
documented
5-1 Define test cases and scope -Test plan and cases created 8 hours SAP Business One consultants,
client functional leads
5-2 Prepare test environment -Copy of production SAP 1 hour SAP Business One consultants,
Business One database created client IT administrator
and initialized in SAP
Business One test system
5-3 Execute test plan -All test cases have been 16 hours SAP Business One consultants,
completed successfully client functional leads
Task Description Results Est. duration Team members
#
5-4 Review test results and -Results and necessary 1 hour SAP Business One project
necessary changes changes are reviewed manager, client project
-Project plan is updated manager, SAP Business One
consultants
6-1 Define cut-over plan -Cut-over plan defined 1 hour SAP Business One project
manager, client project
manager, client functional leads,
client IT administrator, SAP
Business One consultants
6-2 Plan support strategy -All support procedures and 1 hour SAP Business One project
contacts are defined manager, client project
manager, client functional leads,
client IT administrator, SAP
Business One consultants
6-3 Plan system administration -System administrator is 1 hour SAP Business One project
appointed; tasks and manager, SAP Business One
responsibilities are defined consultants, client project
manager, client IT administrator
7 Review Project Phase -Obtain signed project phase 1 hour SAP Business One project
sign-off manager, client project
manager, SAP Business One
consultants
Documentation
It is important that the following steps and results of this phase be documented.
c) System validation
d) System testing
Best-practice recommendations
Please find below a list of frequently asked questions and know issues for the implementation phase.
Involve client functional leads constantly during the entire phase in order to make them feel considered and comfortable
with the changes the new system will bring
Clearly communicate to the client that data quality and integrity for data migration is client responsibility
Use Configuration Express Wizard (CEW) to initialize the SAP Business One system.
Conduct all or large parts of system validation/acceptance testing together with client in a formal "Conference Room Pilot"
End-users should log into system with their user ID and simulate relevant business processes from start to finish
Print a copy of all output documents i.e. invoices, purchase orders, reports, etc., and financial statements and have
client sign off upon acceptance
with change request forms in order to have the weekend for production preparation activities; complete business activities
that Friday by noon
if you have no have no knowledge in IM and LIV, then a second consultant has to take care about that. If the project layout does
not allow a second consultant in this area then the project lead may have to look for an alternative.
if you have the knowledge but the project is huge and you cannot do it alone, then you will have several consultants for this part,
and you maybe be free to arrange yourself who is doing what part.
it is even possible that FI guys take over the LIV part and you just do MM and IM.
I am doing project for 15 years already and there was never a project equal to another.
The more skills you have the more flexible you can be used in a project. I am doing purchasing in in project in Saudi Arabia and
master data in huge project in Germany, and only IM in a China rollout, while I never do LIV.
Bijay Kumar Barik Jan 12, 2013 2:11 PM (in response to Vasu Bhatt)
Hi,
At present world with speedy and modern management system where time and material billingconcerned- it’s really very difficult
to find a consultant working in a project with full life cycle implementation! But you can find project manager; team leads are
working on full life cycle implementation project for project successful go-live and hang on till stabilization where an expertise
consultant in each specialization enter into project and leave the project after specific assigned work completion.
In a quick summery a Full life cycle implementation where Project Team involved (1) Initial preparation where involves Project
Kick off with preparation of project plan with SAP overview,(2) Blue Print involves AS-IS Study with IS-TO BE presented with
GAP Analysis with BBP preparation with SAP Installation with Training to Core users,(3) Realization involves Configuration &
customization, master data design, testing with own master data (4)Final preparation involves All TR transportations with later
Testing with Customer Master data with later Training to end users and finally Cut over phase,(5) Go-live and Stabilization-
Customer run his business on a specific date in SAP with followed by stabilization.
Coming back to “Role of MM consultant” is vital in each stage where involvement of 2 phase in critical where designing
business process starts with decision of MM organization units with how many material types are needed, valuation classes for
material type keeping in mind at the end you should have report - after goods receipt,invoice verification or payment to vendor.
Also procurement process need to be designed with approval process and later goods receipt followed by invoice verification
where setting of tolerance keys required.
The SAP implementation process is made up out of four main phases, i.e. the project preparation where a vision of the future-
state of the SAP solution is being created, a sizing and blueprinting phase where the solution stack is created and training is being
performed, a functional development phase and finally a final preparation phase, when the last tests are being performed before
the actual go live. For each phase, the vital activities are addressed and the deliverables/products are explained.
The process-data diagram that is depicted at the right, gives an overview of all of these activities/processes and deliverables. The
four gray boxes depict the four main implementation phases, which each contain several processes that are in this case all
sequential. The boxes at the right show all the deliverables/concepts that result from the processes. Boxes without a shadow have
no further sub-concepts. Boxes with a black shadow depict complex closed concepts, so concepts that have sub-concepts, which
however will not be described in any more detail. Boxes with a white shadow (a box behind it) depict open closed concepts,
where the sub-concepts are expanded in greater detail. The lines with diamonds show a has-a relationship between concepts.
There is no hard and fast rule that every project should be completed in a particular duration of time. Depending on the above
factors, it may vary any where from 6 months to 18 months or so. (Approximately, it may be less than 6 months or more than 18
months in some exceptional cases).
You would allot specific time periods for each of these phases and will set milestones accordingly.
Regards,
Naveen.
Hello,
Implementation steps:
1. AS IS process
2. To be process mapping
3. customizaiton in SAP + devepment
4. Unit testing
5. Full testing
6. End-user training
7. Go-live
8. Support for initial month-ends.
9. Ongoing support....