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GPMS Workshop Microsoft Implementierungsmethodik  Sure Step  als Vorlage zum  Implementierungsablauf und zum  Projektmanagement ihrer Dynamics Softwareprodukte (CRM, ERP) Detlef Ohm  22.04.2010
Agenda ,[object Object],[object Object],[object Object],[object Object],…  more than software 22.04.2010
Implementierungsmethode Sure Step ,[object Object],[object Object],[object Object],[object Object],[object Object],…  more than software 22.04.2010
[object Object],[object Object],[object Object],[object Object],[object Object],22.04.2010 …  more than software
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],22.04.2010 …  more than software Die Aktivitäten und Outputs der Phase werden je nach Projekttyp und Projektgröße mit dem Kunden abgestimmt
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],22.04.2010 …  more than software Die Aktivitäten und Outputs der Phase werden je nach Projekttyp und Projektgröße mit dem Kunden abgestimmt
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],22.04.2010 …  more than software Die Aktivitäten und Outputs der Phase werden je nach Projekttyp und Projektgröße mit dem Kunden abgestimmt
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],22.04.2010 …  more than software Die Aktivitäten und Outputs der Phase werden je nach Projekttyp und Projektgröße mit dem Kunden abgestimmt
[object Object],[object Object],[object Object],[object Object],[object Object],22.04.2010 …  more than software Die Aktivitäten und Outputs der Phase werden je nach Projekttyp und Projektgröße mit dem Kunden abgestimmt
Dynamics AX Rapid Configuration Tool ,[object Object],[object Object],[object Object],[object Object],[object Object],…  more than software 05.05.10
Aufgabenstruktur …  more than software 05.05.10
Business Modeler ,[object Object],[object Object],[object Object],[object Object],…  more than software 05.05.10
Organisationsstruktur …  more than software 05.05.10
Zuständigkeitshierarchie gepaart mit persönlichen Angaben …  more than software 05.05.10
Informationen zur Person …  more than software 05.05.10
Prozessdarstellungen …  more than software 05.05.10

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pm workshop - Microsoft SureStep

Hinweis der Redaktion

  1. The goal of the Diagnostic phase is to help you complete your due diligence to select a solution that meets your needs. During the Diagnostic phase, we’ll complete these types of activities and documents: Project Charter—sets the high-level scope for your project Budget Estimate—establishes an initial, high-level budget Requirements and Business Process Review—assesses your core business processes and essential requirements Fit Gap and Solution Blueprint—compares your process requirements with Microsoft Dynamics functionality and established a high-level blueprint for your solution Architecture and Scoping Assessments—assesses your IT infrastructure and determines high-level scope of architecture changes required for your project Upgrade Assessment—assesses the data and components within your infrastructure that will be upgraded Sample documents shown include [click through] : Receivables Management Preliminary Questionnaire (Diagnostic Phase 02) Microsoft Dynamics CRM Scoping Assessment (Diagnostic Phase 06) NOTE: You may want to print out sample documents beforehand and distribute them during your presentation to reinforce the value customers will receive throughout the implementation process. [click] Overall, the Diagnostic phase helps us establish high-level expectations and budgets for our project. [click] 05/05/10 08:50 MICROSOFT CONFIDENTIAL © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  2. The goal of the Diagnostic phase is to help you complete your due diligence to select a solution that meets your needs. During the Diagnostic phase, we’ll complete these types of activities and documents: Project Charter—sets the high-level scope for your project Budget Estimate—establishes an initial, high-level budget Requirements and Business Process Review—assesses your core business processes and essential requirements Fit Gap and Solution Blueprint—compares your process requirements with Microsoft Dynamics functionality and established a high-level blueprint for your solution Architecture and Scoping Assessments—assesses your IT infrastructure and determines high-level scope of architecture changes required for your project Upgrade Assessment—assesses the data and components within your infrastructure that will be upgraded Sample documents shown include [click through] : Receivables Management Preliminary Questionnaire (Diagnostic Phase 02) Microsoft Dynamics CRM Scoping Assessment (Diagnostic Phase 06) NOTE: You may want to print out sample documents beforehand and distribute them during your presentation to reinforce the value customers will receive throughout the implementation process. [click] Overall, the Diagnostic phase helps us establish high-level expectations and budgets for our project. [click] 05/05/10 08:50 MICROSOFT CONFIDENTIAL © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  3. The goal of the Diagnostic phase is to help you complete your due diligence to select a solution that meets your needs. During the Diagnostic phase, we’ll complete these types of activities and documents: Project Charter—sets the high-level scope for your project Budget Estimate—establishes an initial, high-level budget Requirements and Business Process Review—assesses your core business processes and essential requirements Fit Gap and Solution Blueprint—compares your process requirements with Microsoft Dynamics functionality and established a high-level blueprint for your solution Architecture and Scoping Assessments—assesses your IT infrastructure and determines high-level scope of architecture changes required for your project Upgrade Assessment—assesses the data and components within your infrastructure that will be upgraded Sample documents shown include [click through] : Receivables Management Preliminary Questionnaire (Diagnostic Phase 02) Microsoft Dynamics CRM Scoping Assessment (Diagnostic Phase 06) NOTE: You may want to print out sample documents beforehand and distribute them during your presentation to reinforce the value customers will receive throughout the implementation process. [click] Overall, the Diagnostic phase helps us establish high-level expectations and budgets for our project. [click] 05/05/10 08:50 MICROSOFT CONFIDENTIAL © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  4. The goal of the Diagnostic phase is to help you complete your due diligence to select a solution that meets your needs. During the Diagnostic phase, we’ll complete these types of activities and documents: Project Charter—sets the high-level scope for your project Budget Estimate—establishes an initial, high-level budget Requirements and Business Process Review—assesses your core business processes and essential requirements Fit Gap and Solution Blueprint—compares your process requirements with Microsoft Dynamics functionality and established a high-level blueprint for your solution Architecture and Scoping Assessments—assesses your IT infrastructure and determines high-level scope of architecture changes required for your project Upgrade Assessment—assesses the data and components within your infrastructure that will be upgraded Sample documents shown include [click through] : Receivables Management Preliminary Questionnaire (Diagnostic Phase 02) Microsoft Dynamics CRM Scoping Assessment (Diagnostic Phase 06) NOTE: You may want to print out sample documents beforehand and distribute them during your presentation to reinforce the value customers will receive throughout the implementation process. [click] Overall, the Diagnostic phase helps us establish high-level expectations and budgets for our project. [click] 05/05/10 08:50 MICROSOFT CONFIDENTIAL © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  5. The goal of the Diagnostic phase is to help you complete your due diligence to select a solution that meets your needs. During the Diagnostic phase, we’ll complete these types of activities and documents: Project Charter—sets the high-level scope for your project Budget Estimate—establishes an initial, high-level budget Requirements and Business Process Review—assesses your core business processes and essential requirements Fit Gap and Solution Blueprint—compares your process requirements with Microsoft Dynamics functionality and established a high-level blueprint for your solution Architecture and Scoping Assessments—assesses your IT infrastructure and determines high-level scope of architecture changes required for your project Upgrade Assessment—assesses the data and components within your infrastructure that will be upgraded Sample documents shown include [click through] : Receivables Management Preliminary Questionnaire (Diagnostic Phase 02) Microsoft Dynamics CRM Scoping Assessment (Diagnostic Phase 06) NOTE: You may want to print out sample documents beforehand and distribute them during your presentation to reinforce the value customers will receive throughout the implementation process. [click] Overall, the Diagnostic phase helps us establish high-level expectations and budgets for our project. [click] 05/05/10 08:50 MICROSOFT CONFIDENTIAL © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  6. The goal of the Diagnostic phase is to help you complete your due diligence to select a solution that meets your needs. During the Diagnostic phase, we’ll complete these types of activities and documents: Project Charter—sets the high-level scope for your project Budget Estimate—establishes an initial, high-level budget Requirements and Business Process Review—assesses your core business processes and essential requirements Fit Gap and Solution Blueprint—compares your process requirements with Microsoft Dynamics functionality and established a high-level blueprint for your solution Architecture and Scoping Assessments—assesses your IT infrastructure and determines high-level scope of architecture changes required for your project Upgrade Assessment—assesses the data and components within your infrastructure that will be upgraded Sample documents shown include [click through] : Receivables Management Preliminary Questionnaire (Diagnostic Phase 02) Microsoft Dynamics CRM Scoping Assessment (Diagnostic Phase 06) NOTE: You may want to print out sample documents beforehand and distribute them during your presentation to reinforce the value customers will receive throughout the implementation process. [click] Overall, the Diagnostic phase helps us establish high-level expectations and budgets for our project. [click] 05/05/10 08:50 MICROSOFT CONFIDENTIAL © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.