process for implementing excellence piematrix.com 400 global configuration drawings version 10/11/05...

Process for Implementing Excellence

PIEmatrix.com

400 Global ConfigurationDrawings

Version 10/11/05

© Copyright 2005 PIEmatrix.com

Drawing 400.2© Copyright 2005 PIEmatrix.com CONFIDENTIAL/TRADE SECRET

PIEmatrix.com

PIE Image & Stages

Process Boxes

Layers

Users

Process Content

People Content

Product Content

List of Values

Configuration Search Project

ConfigurationUser

Dashboard Help Log OutGlobal

Configuration

Organization


PIEmatrix.com

PIE Image & Stages

Process Boxes

Layers

Users

Process Content

People Content

Product Content

List of Values


ConfigurationUser


Configuration

Organization

Universal Bank & Insurance CompanyOrganization Edit

Information Systems GroupBusiness Unit Edit


PIEmatrix.com

User Positions Add or Edit…

User Roles Add or Edit…

User Access Rights Add or Edit…


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Configuration

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Add or Edit…User Access Rights

Description

Add or Edit…Project Size Description



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PIEmatrix.com

Name Add or Edit… Add

Position Select… Add

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User Name Default User Position Default User Role

User List

Access Rights Select… Add

User Access Rights

Change Remove Steven Anderson Project ManagerQA Manager

Owner, ApproverOwner

UserProject Administrator

Change Remove Lexanne Garston Developer Owner, ParticipantUser

User Setup

Import


ConfigurationUser


Configuration

Export

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Email Add… Add

Desk Phone Add… Add

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ContactInformation

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Department/Group Add… Add

Generate UserID & Passcode

User ID: Auto Generate…

User Passcode: Auto Generate…


PIEmatrix.comConfiguration Search

ProjectConfiguration

UserDashboard Help Log Out

GlobalConfiguration

PIE Image & Stages

Process Boxes

Layers

Users

Process Content

People Content

Product Content

List of Values

Organization

Eight (8)

Plan1 Edit Label

Discover2 Edit Label

Construct4 Edit Label

Validate5 Edit Label

Deploy6 Edit Label

Monitor & Optimize7 Edit Label

Upgrade & Evolve8 Edit Label

Design3 Edit Label

9 Edit Label

10 Edit Label

Current PIE Image

Number of Stages

Stages





GlobalConfiguration

PIE Image & Stages

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OrganizationCurrent Layers Change Order

Add AvailableLayer

Create NewLayer

Application Lifecycle1 Edit Label

Validation2 Edit Label

Change Mgmt4 Edit Label

SOX5 Edit Label

Remote Dev6 Edit Label

Package Selection7 Edit Label

Six Sigma DMADV8 Edit Label

Project Mgmt3 Edit Label

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GlobalConfiguration

PIE Image & Stages

Process Boxes

Layers

Users

Process Content

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Product Content

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Organization

Close

Change Order

Select the layer for each position with the drop-down list until each layer is displayed not more than once.

Current Layers Change OrderAdd Available

LayerCreate New

Layer




SOX5 Edit Label





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GlobalConfiguration

PIE Image & Stages

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SOX5 Edit Label





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LayerCreate New

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Select…9 Edit Label Hide Layer





GlobalConfiguration

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SOX5 Edit Label





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LayerCreate New

Layer

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Hide Layer

Enter New Layer Label…9 Edit Label Hide Layer

Close

Create New Layer

Add the layer label name to the new layer located at the bottom of the layer list. Once named, change the order as needed.

Next step is to go to Process Boxes section to add process boxes to the new layer.





GlobalConfiguration

PIE Image & Stages

Process Boxes

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Users

Process Content

People Content

Product Content

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Select Layer…Layer

Process Boxes Change OrderAdd Available

LayerCreate New

LayerPreview

Select Stage Slice…Stage Slice





GlobalConfiguration

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Identify Success Factors1 Edit Label

Define Business Requirements2 Edit Label

Define Development Strategy4 Edit Label

Define Architecture Requirements3 Edit Label

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Assign Project Size

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Change Order

Select the process box for each position with the drop-down list until each box is displayed not more than once.

Preview






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Assign Project Size

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DiscoverStage Slice

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Create New Process Box

Add the box label name to the new box entry located at the bottom of the box list. Once named, change the order as needed.





GlobalConfiguration

PIE Image & Stages

Process Boxes

Layers

Users

Process Content

People Content

Product Content

List of Values

Organization





Hide Box

Hide Box

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Hide Box



BoxCreate New

Box

Close

Create New Process Box

Add the box label name to the new box entry located at the bottom of the box list. Once named, change the order as needed.

Next step is to go to Process Content section to add process content to the new box.

Enter New Process Box Label…5 Edit Label Hide Box

Preview

DiscoverStage Slice

Assign Project Size

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GlobalConfiguration

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GlobalConfiguration

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DiscoveryStage Slice

Identify Success FactorsProcess Box

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Action Task

Import Content

Remove TaskAdd Available Task

Action TaskList

Objective

Preview in Project

1 Add New Task

The objective is to define business critical success factors and quick wins that underlines business' most important requirements. A “business critical success factor” (bCSF) is a factor that that is most critical to the business’ operations, objectives, and financial success. (Note: a bCSF is not the same as the IT project critical success factor, for the bCSF

Obtain and review the business case and project charter (if they exist). For some projects the bCSF’s and QW’s can be identified in these documents.

1. Obtain and review the business case and project charter (if they exist). For some projects the bCSF’s and QW’s can be identified in these documents.

2. Review the project’s goal and objectives and then review high-level documentation that includes initial requirements, functionality scope, technical and process solutions, and all needs for reporting, security, and other areas of scope as defined by the project charter or other high-level business and technical requirements.

AssignAssociated Task

Automate Task

More Options


PIEmatrix.com

More Options


ConfigurationUser


Configuration

PIE Image & Stages

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Users

Process Content

People Content

Product Content

List of Values

Organization




Process Content

Action Task

Import Content

Remove TaskAdd Available Task

Action TaskList

Objective

Preview in Project

1 Add New Task

The objective is to define business critical success factors and quick wins that underlines business' most important requirements. A “business critical success factor” (bCSF) is a factor that that is most critical to the business’ operations, objectives, and financial success. (Note: a bCSF is not the same as the IT project critical success factor, for the bCSF

Obtain and review the business case and project charter (if they exist). For some projects the bCSF’s and QW’s can be identified in these documents.

1. Obtain and review the business case and project charter (if they exist). For some projects the bCSF’s and QW’s can be identified in these documents.

2. Review the project’s goal and objectives and then review high-level documentation that includes initial requirements, functionality scope, technical and process solutions, and all needs for reporting, security, and other areas of scope as defined by the project charter or other high-level business and technical requirements.

AssignAssociated Task

Automate Task

Close

Select Association

(This part of this window allows the administrator to select associations).

(Select Layer …)(Select Stage Slice …)(Select Process Box …)

Associated Task List

(This part of this window lists the current associations).

(Layer/Stage Slice/Process Box) (Remove)(Layer/Stage Slice/Process Box) (Remove)(Layer/Stage Slice/Process Box) (Remove)(Layer/Stage Slice/Process Box) (Remove)





GlobalConfiguration

PIE Image & Stages

Process Boxes

Layers

Users

Process Content

People Content

Product Content

List of Values

OrganizationPreview in ProjectSelect Layer…Layer




PIEmatrix.com

More Options


ConfigurationUser


Configuration

PIE Image & Stages

Process Boxes

Layers

Users

Process Content

People Content

Product Content

List of Values

Organization




People Content Import Content Remove Position

PositionList

Position Label

Preview in Project

Add New Position

Manage the success factor identification process and organize and facilitate the success factor workshops. Skills needed include strong communications and facilitation skills. This individual needs to drive the process by reviewing all documentation, interpreting success factors, setting up meetings, and facilitating in a way that drives towards …

• Business Analyst (Owner, Contributor): Manage the success factor identification process and organize and facilitate the success factor workshops. Skills needed include strong communications and facilitation skills. This individual needs to drive the process by reviewing all documentation, interpreting success factors, setting up meetings, and facilitating in a way that drives towards success factor selection. The business analyst should also document the results and prepare and submit the deliverable.

•Business SME (Contributor): Define the success factors. This person should work closely with the business owner to ensure clarity and agreement.

• Steering Committee (Approver): Responsible for approving the success factors. This in important since these factors should be the driving purpose of the entire project and if there are inconsistencies or misunderstandings at the executive level, the project could run into serious issues with perceived success, management support, and future budgeting.

Business Analyst

Position DescriptionAdd

Role Label Owner Add





GlobalConfiguration

PIE Image & Stages

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Users

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GlobalConfiguration

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Product Content Online Form External Tools

Preview in Project

Template

People Content

Product Content


PIEmatrix.com

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ConfigurationUser


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Product Content Online Form External ToolsTemplate

People Content

Product Content

(Do we have administrator create form? Or do we provide a library of forms to choose from?)

Online Form Select Form…

Form Description

Form List

1. Success Factors Worksheet

Show Form Hide Form

Preview in Project

Add


PIEmatrix.com

More Options


ConfigurationUser


Configuration

PIE Image & Stages

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(Do we have administrator create form? Or do we provide a library of forms to choose from?)

Online Form Success Factors Worksheet Show Form Hide Form

Preview in Project

This link will open the online form for capturing and storing success factors.

Form Description

Form List

1. Success Factors Worksheet

Add





GlobalConfiguration

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Download File

Upload File

Delete File

Create Folder

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Preview in Project


PIEmatrix.com

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ConfigurationUser


Configuration

PIE Image & Stages

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Process Content

List of Values

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Vendor Company Select Vendor…

Vendor ToolDescription

People Content

Product Content


Add Vendor Hide Vendor

Vendor Tool Select Vendor Tool… Add Vendor Tool Hide Vendor Tool

Vendor ToolTask

Automate TaskRemove TaskSelect Task Number… Add New Task

Preview in Project

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Add

Vendor ToolTask List


PIEmatrix.com

More Options


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Configuration

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Vendor Company

Mercury’s TestDirector™ tool is used for gathering requirements, planning and scheduling tests, analyzing results, and managing defects and issues. The Identify Success Factors step provides early and critical requirements that may be stored in TestDirector. The data stored in the online Success Factors Worksheet can be imported into…

Mercury


People Content

Product Content



Vendor Tool TestDirector Add Vendor Tool Hide Vendor Tool

Vendor ToolTask

To export the Success Factor list from PIEmatrix.com to TestDirector, start with the…

Automate TaskRemove Task1 Add New Task

Preview in Project

Add

Add


process for implementing excellence piematrix.com 400 global configuration drawings version 10/11/05...

Documents

user passcode

user positions

user roles

user id passcode user

user access rights description

confidentialtrade secret

label upgrade

label design