3. Project Purpose
Currently on version 7.7 need to upgrade to
7.9 Service Pack 2
Updated and New Functionality
Graphic User Interface changes (GUI)
Process and Procedure changes
New Server, faster speeds, better integration
with browsers
4. Communication Plan
Weekly updates to project sponsors and
stakeholders
Monthly updates to users
Google web space created for the curious that
will contain all project documentation
Ad-hoc updates where needed.
5. Project Phases
Phase 1 – Project Discovery and Planning
Phase 2 – Current System Analysis and Clean Up
Phase 3 – Test System Implementation and Testing
Phase 4 – New Functionality Review
Phase 5 – Training and Best Practices
Phase 6 – Go-Live Production and Data Cut over
Phase 7 – Post Go-Live Optimization
7. How does this affect me?
Training schedules
Users will need to be available for training based
on individual schedules
Subject Matter Experts (SMEs) for each
department needed for:
Reporting audit and clean up
Data audit and clean up
Process & Procedure review
8. Phase 1 – Project Discovery and Planning
Contracts and budget items finalized
Interviews with stakeholders on expectations and roles
Review of current statuses and documentations
Vendor contacts established
Project charter plan and communication plan approved
Project Manager access to all applicable systems
Establish a project space for all users effected by change
Project Kickoff Meeting with all users
9. Phase 2 – Current System Analysis and Clean Up
Establish an issues log mechanism and process
Create top priorities’ issue process w/ stakeholders
Meet with infrastructure team to review any issues
Meet with departments to review any issues
Analyze and Audit current report library
Analyze and Audit current data tables
Analyze and Audit any customizations
10. Phase 3 – Test System Implementation & Testing
Step-by-step review of new server and software install to validate install
Current test system is 7.9 with SP1 needs to be SP2
Test system will also be used as training environment
Establish Security Matrix
Test each user role access
Create user case scripts to check each process module
Evaluate any changes to current data entry processes
Test reporting mechanisms and process
Evaluate any changes to current reporting processes
Move or recreate any customization html or data views
Review of Known issues in 7.9.2 and evaluate impact on process
workflows
11. Phase 4 – New Functionality Review
Visual Analyzer
Plan demo, FFB and ROI with key stakeholders
Idea
Plan demo, FFB and ROI with key stakeholders
Summaries
Plan demo, FFB and ROI with key stakeholders
Outlook integration
Mx not using MS Outlook investigate usability
Interfaces
ADE – Advanced Data Examiner
Business Office Accounting
Evertrue – Alumni Directory
My Back Pack – Parents
Constant Contact – Alumni Email
Wealth Engine – Wealth Screening
Audit Log
Plan demo, FFB and ROI with key stakeholders
12. Phase 5 – Training and Best Practices
Train the trainer approach – Ted Van Patten will train himself, and
where needed, will contact Sage Millennium resources
Training will also include a process and procedure review, which
will be adjusted if necessary to accommodate changes in the
software.
Basic View Training for all users in presentation format
Gift Entry Training and Process Review
Biographical Entry Training and Process Review
Event Entry Training and Process Review
Prospect Management Training and Process Review
Stewardship Training and Process Review
End User Reporting Training and Process Review
13. Phase 6 – Go-Live Production and Cut over
Production Environment Created and Tested
Data Entry Freeze
Data migration refresh
Data Validation
Report Validation
Test all functionality
Cut Over
System Validation
14. Phase 7 – Post Go-Live Optimization
Post Go-Live Process Review
Fixes to missed conversion data
Fixes to missed reporting data
Known issues review with software
Continued Issues log
Change management
New processes instituted
