project kick-off requirements and process review speaker name title
TRANSCRIPT
Project Kick-OffRequirements and Process Review
Speaker name
Title
• Introduction• Review Definition & Objectives• Business Benefits• Review Overview• Key Activities• Expectations• Scope• Wrap Up • Questions & Answers
Agenda
• Team Member Introduction– Sponsor– Project Manager– Consultant– Identified Key Business & IT Persons– Confirm Team Members’ Roles & Responsibilities
For the Engagement
Introduction
• Review Definition:– To review high-level functional requirements and business processes to be
included within a Microsoft Dynamics CRM 2011 implementation including any integration requirements that may be required with other systems.
• Primary Objective:– To document all high-level functional requirements, business process
requirements and integration requirements of the potential Dynamics CRM 2011 implementation.
Review Definition & Objectives
• The Requirements and Process review provides the following business benefits:– Review and listing of the high-level functional
requirements, business processes and integrations requirements.
– Early identification of the high-level scope of the project helping to prevent costly rework in later phases.
– A level of confidence to project governance of the correct product being selected.
Business Benefits
Overview
IdentifyFunctional
Requirements
IdentifyBusiness Processes
IdentifyIntegration
Requirements
Document Issues
Requirements and Process Review Report
Activities
Deliverables
• List High-Level Functional Requirements:– List all functional requirements.
• List and review Business Processes:– List high-level to-be business processes.
• List Integration Requirements:– Identify and list potential integration
requirements.
Key Activities
– Access to persons responsible for completing the Functional Requirements, Business Process and Integration Requirements spreadsheets.
– Clear path to resources for answering questions and providing clarity as necessary for the duration of the review.
Expectations
• The following customer provided items will be reviewed:– High-level functional requirements.– High-level business processes.– High-level integration requirements.
• All other items are considered out of scope for this review.
Scope
• Action Items:– Capture of Functional Requirements, Business-
Process and Integration Requirements documentation.
– Development of Review report and supporting presentation for final delivery.
– Confirm date, time and location for findings presentation.
Wrap Up
• Are there any questions or concerns we need to address at this stage?
Questions & Answers
Many Thanks
Ready to Start!