• Need to get approval from all Business process manager- Approval

• There must be real financial benefit

• The End user must be understand and benefited

• Most of the Finance BPO process are discrete data oriented

PROJECT CHARTER

3

Goal Statement Problem Statement

BUSINESS CASE

D M A I C

3

Project Scope (In Scope and Out of Scope) Team Members

Scope

A. XXXXXXXXXXXXXXXXXXXXX

B. XXXXXXXXXXXXXXXXXXXXXX

C. XXXXXXXXXXXXXXXXXX

D. XXXXXXXXXXXXXXXXXXXXXXXX

Scope does not include XXXXXXXXXXXXXXXXXXXXXX

Project Sponsor :–

Project Manager :XXXXXXXXXXXXXXXXXX

Project Mentor: Jayaprakash Krishnan (Black Belt)

Dept One-XXXXXXXXXXXXXXXXXX

Dept Two: XXXXXXXXXXXXXXXXXXX

Dept Three XXXXXXXXXXXXXXXXXXX

Dept Four: XXXXXXXXXXXXXXXXXXX

D M A I C PROJECT CHARTER D M A I C

D M A I C Time Schedule and Project Plan

Project Task Information

Project Task Estimated Start Date Estimated

Completion Date Task Owner

Actual Start

Date

Actual Completion

Date Comments

Project Sponsor and Approval 1-Mar-15 15-Mar-15

Training & Benefit Analysis 15-Mar-15 17-Mar-15

Cost Benefit Analysis 1-Jun-15 3-Jun-15

Project Definition 17-Mar-15 29-Mar-15

Assign Resources & Brainstorm session 29-Mar-15 29-Mar-15

Prepare the project charter. 29-Mar-15 29-Apr-15

Data collection &Create Communications Plan 29-Apr-15 22-May-15

Project Kick-Off Meeting with PL and Manager 22-May-15 22-May-15

Standardization

Template Design ( Recon sheet, Open item tracker,

escalation tracker) 1-Jun-15 10-Jun-15

Definition 10-Jun-15 12-Jun-15

Template Review meeting 12-Jun-15 15-Jun-15

Review and approval 15-Jun-15 15-Jun-15

Template roll out 17-Jun-15 22-Jun-15

Observation and input discussion 22-Jun-15 17-Jul-15

Final Impleameation 17-Jul-15 22-Aug-15

Communicate Phase 2 Progress 22-Aug-15 30-Aug-15

Review & Close Phase 1 30-Aug-15 30-Aug-15

Preparation and Approval ( July)

Cut off date 10-Jun-15 16-Jul-15

Review and Sign off 16-Jul-15 17-Jul-15

Share with Business partner 17-Jul-15 22-Jul-15

Storage mechinaziom 22-Jul-15 30-Jul-15

Review & Close Phase 2 30-Jul-15 30-Jul-15

Standardization Policy( July)

Design 4-May-15 22-May-15

Review 22-May-15 22-May-15

Discussion with BP and internal member 22-May-15 26-Jul-15

BP Feed back 26-Jul-15 28-Jul-15

Implementations Analysis 28-Jul-15 30-Jul-15

Documentation policy

SOP 1-Jul-15 15-Jul-15

Flow chart 15-Jul-15 17-Jul-15

Sign off from BP 17-Jul-15 30-Aug-15

Review & Close Phase 2 28-Aug-15 30-Aug-15

Data Collection Plan & Method :- Plan :- A questionnaire is simply a ‘tool’ for collecting and recording information about a particular issue of

interest. It is mainly made up of a list of questions, but should also include clear instructions and

space for answers or administrative details

Method :- Brainstorming combines a relaxed, informal approach to problem solving with lateral thinking. It

encourages people to come up with thoughts and ideas that can, at first, seem a bit crazy. Some of

these ideas can be crafted into original, creative solutions to a problem, while others can spark even

more ideas. This helps to get people unstuck by "jolting" them out of their normal ways of thinking.

List of Questions from different Dept :- 1.It must be at least 10 min question and max 15 question along with your data collection plan

D M A I C

Step-4 Based on your collection of data with your questionnaire –prepare the Affinity

Based on Brainstorm Session Classify the Question based on Affinity Diagrams

Classify -1 Classify -2 Classify -3 Classify -4

Steps -5- Pareto Chart -Recon Project based on your Question or data

Analysis the common problem for standard Reconciliation with all Teams D M A I C

Steps -6- Fishbone Diagram Dept wise as well Consolidate

Sl.No Element / Risk Occurrence (1

- 10)

Severity (1

- 10)

Detection

(1 - 10)

(Difficulty) c**

Risk Priority

Number*** Person Responsible

S.no Process

Dept wise and Consolidated FEMA Analysis for High Risk Process Element

Cause & Effect Matrix Form

Recon Team Goal: To

Standardized the process

Choose from: 1, 3, 7, 10

1 = Least Impact / 10 = Most Impact

Weighted by

Importance: 5 7 3 10 1

Item #

Process Input-

FMEA:-RPN 200

Above

Output:

Good Reporting

Mis

Output:

Preparation

method

Output:

Reduced

Review

machinizeam

Output:

Reduce the

Error

Output:

Other?

Most

Importa

nt

1 30

2 192

3 89

4 163

5 105

6 170

7 152

8 140

D M A I C Steps -7- prepare the cause and effect chart

Steps -8- prepare the improvement plan based on the Cause and effect table

Causes/Issue for Standardization

Improvement Method

Steps -9- Remember the Rule for standardization

Project Quality Metrics Project Project #

Project

Manager Sponsor

Project

Artifacts Updated

ID

Critical Success

Criteria Potential Quality Metric Priority

Metric

Target Action Plan

1 Standard Templete

2 Review Method

3 Recon -policy

4 Open Item Matrix

5 Consistancy

Metrics-Project Quality Metrics

D M A I C

Steps -10- Close the Project with control Plan