1. © 2009 Performance Analytics. Office of the CFO Solution Specialists
Performance Analytics
3601 Highway #7
Suite 400
Markham, ON
L3R 0M3
905.887.2112
Overview
For an organization adopting an implementation project, there can exist many different facets to consider
including a comprehensive scope and a long list of deliverables, which can extend the project’s execution to
a number of months.
Many organizations have a limited timeframe or budget available to them and the traditional solution
deployment approach may not provide these organizations the opportunity to participate. An alternative
approach is to establish a limit on time, which enforces a well-defined set of deliverables to be included in a
very focused scope and accelerated timeline. The end result is a production-ready application, trained and
experienced resources and both a timeline and budget that is on target.
The delivered solution presents a successful footprint for future development and success in other areas of
the business. This is the impetus behind development of the Performance Analytics Corporation (PAC) Fast
Track Implementation Program (FTIP). The following document describes the details behind the program.
Benefits to Client
Accelerated implementation – Fast ROI
Customized to specific needs – Live, functional application
Manageable Scope – High Value/Quality Delivery
High Knowledge Transfer – Client ownership
Platform for Performance Management – prove value of BPC to organization
Team Effort - Lower TCO
Project Scope
One Application - standard planning with simple allocation logic or basic driver calculations.
Consolidation using standard BPC functionality, standard allocations or inter-company logic.
Data Sources - two data sources for master data and data (provided by client in defined standard
format).
Dimensions / Logic - maximum of nine dimensions, each with no more than 500 members.
Limited business logic.
Reports / Input Schedules - Up to eight reports and eight input templates. Standard P&L
reporting, some management views.
Duration - six weeks duration, plus one week for training,
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Fast Track Implementation Program

2. © 2009 Performance Analytics. Office of the CFO Solution Specialists
Performance Analytics
3601 Highway #7
Suite 400
Markham, ON
L3R 0M3
905.887.2112
Client Project Team - Project Manager (PM), Subject Matter Experts (SME), Solution Administrators (Admin), Team Members (TM),
Information Technologist (IT)
PAC Project Team: - Project Manager (CPM), Application Architect (AA), Application Consultant (AC), Technical Consultant (TC)
On any project the client is required to provide documentation and information related to their business
processes, outputs, and data sources. FTIP expects an accelerated delivery such that this material is
prepared by the client in advance, ready for the project team to work on. FTIP also anticipates a heightened
degree of involvement by the client project team. The benefit of this is that the knowledge transfer is
intensified resulting in a more knowledgeable client team. The PAC team takes on more of a guiding role in
helping the client deliver components of the solution themselves.
Project Approach
PAC follows the ASAP Methodology for project delivery. With the FTIP, the approach is slightly different in
that there is a well defined solution delivery time of six, eight, or 10 weeks. As a result, some elements
within the methodology are adjusted to specifically manage the scope of the deliverables to meet the
timeline. This establishes a clearly focused set of deliverables and a manageable project plan. The table
below outlines the project activities, deliverables, timeline, and responsibilities by role:
Activity Description Deliverable Responsibility Time
Plan & Scope
Discovery session to identify
functional and technical needs,
determine priorities, and business
processes.
Scope definition
and high level
project plan
SME, PM,
Admin, IT
CPM, AA, TC
1 day
Technical
Installation
Based on expected usage and
performance planning discovery
session (1-2 hour meeting), a single
BPC environment will be installed
and tested.
BPC
Environment
ready for build
process
IT
TC
3 days
Accelerated
Blueprint
Intensive schedule of sessions with
key stakeholders to confirm
requirements and formulate design
approach.
High Level
requirements
and design
document
SME, PM,
Admin, TM
CPM, AA, AC
5 days
Iterative Build
and Unit Test
Intensive schedule of sessions with
key stakeholders to confirm
requirements and formulate design
approach.
High Level
requirements
and design
document
SME, PM,
Admin, TM
CPM, AA, AC
5 days
Accelerated
User Testing
Short concentrated test phase where
users perform process testing on the
application following a system test
phase
Sign-off on Test
Phase
Admin, TM
AA, AC
5 days
Deployment
Application refined from user tests,
rolled-out to end user community
Documentation
and Phase 2
recommendations
Admin, TM
AA, AC
5 days

3. © 2009 Performance Analytics. Office of the CFO Solution Specialists
Performance Analytics
3601 Highway #7
Suite 400
Markham, ON
L3R 0M3
905.887.2112
Roles & Responsibilities
Although each project can be different, the roles and responsibilities required for success will be consistent.
The table below identifies the key roles and responsibilities for a successful implementation. Some roles
may be assumed by more than one individual and one individual may have more than one role. The %
Time presented below is estimated.
Role Description Organization Time (%)
Project
Sponsor
Establishes overall goals and Critical Success Factors.
Allocates resources (people, dollars).
Client 5%
Business Lead
Drives business functionality detail, designs and reviews
reports for content and meaning, works closely with all
team members on all functional aspects of the system.
Escalation point for issues.
Client 50%
Administrator
Analyst on the business team with strong Excel skills that
will take responsibility for business functionality
maintenance of the BPC application. Writes reports,
performs BPC maintenance.
Client 1 @100%
Team
Member(s)
Performs application development tasks as directed by
the project manager in accordance with the tasks defined
in the project plan. Primary skills sets include business
knowledge, expert level Excel skills, familiarity with key
data, and analytical capabilities.
Client 2 @ 50%
IT Lead
Organizes the various technical activities: data
integration, User Acceptance Testing, desktop installs,
server database maintenance.
Client 25%
Project
Manager
Makes sure that all project resources are focused on
their assigned tasks, tracks project progress to meet
deadlines and is responsible for the on time/on budget
delivery of the project.
Client
PAC
50%
20%
Application
Architect
Employs best practices to provide the overall functional
system design based on Client requirements. Involved at
key project milestones. Build advanced application
components. Provides implementation quality
assurance.
PAC 50%
Application
Consultants
Provides detailed knowledge of BPC, builds early
versions of system and reports, provides hands-on
knowledge transfer to Client business team. This
includes development of security model, building of
dimensions, logic associated with cube data processing,
reporting, data input, data loading, and currency
functionality.
PAC 1 @100%
Technical
Consultant
Provides technical infrastructure knowledge, server
installation and configuration, test scripts, and related
services. Certify SAP environment(s).
PAC 10%

4. © 2009 Performance Analytics. Office of the CFO Solution Specialists
Performance Analytics
3601 Highway #7
Suite 400
Markham, ON
L3R 0M3
905.887.2112
Resource Profiles
The following profiles are representative of the PAC resources identified for this project:
Role Responsibility
Project
Manager
An experienced business manager and senior consultant with an extensive track record that spans
many positions within the finance function as well as key roles in the implementation of many
finance oriented IT solutions. Able to plan at the detailed level, and discuss strategies at the
executive level.
Application
Architect
Senior level experience working with BPC on numerous applications and customer projects.
Responsible for the overall design of the BPC applications, with thorough knowledge of budgeting
functionality and capabilities.
Application
Consultant
Certified on the product along with ongoing in-depth training (internal). Experience developing all
aspects of BPC on customer projects. Business background and thorough knowledge of the
budgeting process.
Technical
Consultant
In depth knowledge of the configuration of hardware and software platforms with BPC. Best
practices application of installation procedures.
Assumptions
Client will provide the following to enable accelerated blueprint process
o High level requirements documentation
o Actuals data in standard, comma-delimited text file format
o All master data and dimensional rollups defined in Excel format
o Any historical data (already converted if necessary) in standard data load format
o Report and input template examples in defined standard format
o Any business logic (calculations) documentation
o The fast track includes one application for reporting, planning or consolidation.
Scope will be tightly defined and managed through a change control process.
Further details of application complexities and detailed requirements (such as number of users,
alternate rollups, dimension logic, depth of functionality) are documented and available to
consulting team.
PAC will deliver one week of Power User training for Administrators, subject matter experts, IT
staff, data validation resources, project management office resources, business sponsors, etc.
Availability of these resources will be critical to project success and could result in changes to the
timeline/cost of the project.