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OPEN SOURCE ERP PROJECT Project Kickoff Project Management 26/6/12 Project Management Project Kickoff 1

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Page 1: Project management - kickoff - opensource erp

OPEN  SOURCE  ERP  PROJECT  Project  Kickoff  

Project  Management  

26/6/12   Project  Management  -­‐  Project  Kickoff   1  

Page 2: Project management - kickoff - opensource erp

Agenda  

I.  Project  Overview  v Project  Requirements,  Skills  &  Technology  v Project  Schedule  &  Milestones  v Team  Organization:  Roles  &  Responsibilities  

II.  Working  Processes  v Infrastructure  v ConNiguration/Deployment  Management    v Measurement  Plan  (functional  &  non-­‐functional)  

III. Kick-­‐off  v Risks  &  Issues  v Training  v Rules  &  Norms  

26/6/12   Project  Management  -­‐  Project  Kickoff   2  

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I.1.  Open  Source  ERP  –  Project  Overview  

v I.1.  Project  Overview  v Client  Industry:  Phong  Phú  -­‐  Wholesales  Distribution  

v I.2.  Project  Requirements  v Improve  Business  Process,  Customize  Screens  &  Reports:  Sales,  Purchase,  Warehouse,  AR/AP  

v Data  Integration  ETL:  data  transfer  to  3rd-­‐party  &  between  Shops  (3rd-­‐party  POS)  &  Headquarter  

v I.3.  Skills  &  Technology  v ERP  &  ETL  (Extract  Transform  Load)  v J2EE,  JSR-­‐168  /  JSR-­‐286  (Portal),  CMIS  v Oracle,  PostgreSQL  

26/6/12   Project  Management  -­‐  Project  Kickoff   3  

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Giám  Đốc  

Kế  Toán   Kinh  Doanh  

Điều  Phối   Dịch  Vụ  KH  

Thủ  Kho  

Khách  Hàng  Nhà  Cung  Cấp  

MUA  HÀNG  

CÔNG  NỢ  

TỒN  KHO  

BÁN  HÀNG  KẾ  TOÁN  

I.2.  Project  Overview  

26/6/12   Project  Management  -­‐  Project  Kickoff   4  

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I.3.  Open  Source  ERP  –  Project  Overview  

v I.4.  Project  Schedule  &  Milestones  v Resources:  4  developers  +  0.5  PM  +  0.5  tester  v Duration  &  Schedule:  July  02  to  August  31,  2012  

Ø Prototypes:  July  16,  2012  Ø Alpha  &  Beta  Release:  July  31  &  August  10,  2012  Ø Acceptance  Test:  August  24,  2012  Ø Go  Live:  August  31,  2012  

v I.5.  Team:  Roles  &  Responsibilities  v Team  &  Client  Organization  Chart:  TBD  v Roles  &  Responsibilities:    follow  Smart  Software  Development  Process  

26/6/12   Project  Management  -­‐  Project  Kickoff   5  

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II.1.  Working  Processes  q Working  Processes  -­‐  Follow  Smart    SDP:    

v  Phases/Iterations,  Disciplines,  Deliverables  …  v  Coding  guideline,  Templates  &  Reports  

q  Communication  v Within  team  

Ø  Via  email,  chat,  phone  and  direct  discussion  v With  customer  

Ø  By  Senior  Project  Manager,  Project  Manager  only  Ø  Via  email,  chat,  phone  

q Meeting  &  Report  Mechanism  v Task  report  and  timesheet:    

Ø  Fill  in  daily;  Format:  TBD  v Weekly  team  meeting:    

Ø  When:  Fri,  3:00  PM  VN  Time  v Meeting  on-­‐demand  would  be  organized  if  necessary  v Meeting  with  Customer:  TBD  

26/6/12   Project  Management  -­‐  Project  Kickoff   6  

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II.2.  Infrastructure  

q Development  Tool  v IDE:  Eclipse  for  Java  EE  

q Testing  Environment  v Bug  Tracking  Tool:  TBD  (JIRA  /  Bugzilla  /  Trac)  

q Deployment  System  v OS:  Windows  /  Linux  v Web-­‐server:  Tomcat,  Apache  v Database:  Oracle  /  PostgreSQL  v Java,  Ant  

q Source  Code  Control  v TBD  (SVN,  Mercurial)  

26/6/12   Project  Management  -­‐  Project  Kickoff   7  

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8

3.2.  Tính  Năng  Tiện  Ích F Model-­‐‑Based  Platform F Đa  Cty,  Đa  Tiền  Tệ F Đa  Thiết  Bị:  PC  &            iPad/iPhone/Adroid

3.1.  Chức  Năng  Tiện  Lợi F   Mua  Bán,  Tồn  Kho,  Công  Nợ F   Alert  Cảnh  Báo:  Email  &  SMS F   Tích  Hợp  Dữ  Liệu  ETL  &            Business  Intelligent

#1 Chất  Lượng Quốc  Tế!

#2 Giá  Việt  Nam Hợp  Lí

#4  Triển  Khai  Chuyên  Nghiệp F  Triển  Khai  Nhanh,  Đơn  Giản   F   Hướng  Dịch  Vụ  SaaS F   Đa  Nền  Tảng:  Oracle/PosgreSQL            +  Windows/Linux

#5  Dịch  Vụ  Hậu  Mãi F   Hotline  24  x  7   F   Nâng  Cấp  Online F   Phí  Bảo  Trì  7.5%  /  1  năm

Quy  Trình  Chuẩn,  Hỗ  Trợ Đa  Chi  Nhánh  &  Đa  Nền  Tảng

Dễ  Mở  Rộng  &  Giảm    Tổng  Chi  Phí  Đầu  Tư

Công  Nghệ  Web  Online   An  Toàn  &  Tốc  Độ  Cao

II.3.  Measurement  Plan    

Page 9: Project management - kickoff - opensource erp

III.1.  Risks  &  Issues  

26/6/12   Project  Management  -­‐  Project  Kickoff   9  

Risk   Impact   Mitigation  Plan  

The  schedule  may  be  tight   Quality   +  Negotiate  for  more  time  +  More  resource  &  team-­‐work    

Hardware  may  not  be  provided  on  time   Schedule   Request  for  hardware  as  soon  as  possible  

Tools:  Easy  to  use  but  license  vs.  Opensource/freeware  but  learning-­‐curve  

Budget/Resource  

+  Negotiate  to  buy  Licensed  tool  +  Training  Opensource/freeware    

Scope  scrape  &    Measurable  Plan  is  not  clear  (not  very  clear)     Requirements   +  Senior  Business  Analysis  

+  Sign-­‐off  Acceptance  Test-­‐cases  

New  Technology:  JSR-­‐168  &  JSR-­‐286  (Portal)   Time/Quality   +  Training  +  Software  Architect  &  Samples  Code  

Multiple  OS,  Multiple  Devices,  Multiple  Languages   Quality   +  Setup  Environment  +  Test,  test,  and  test  

Team  &  Client  Organization  Chart:  TBD   Resource   Should  be  decined  ASAP  

Data  transfer  to  3rd-­‐party    Enterprise  Content  Management  (ECM)  

Technical   +  JSR-­‐170  standard  +  Content  Management  Interoperability  Services  (CMIS)    

Open  Discuss  Here  …  

Page 10: Project management - kickoff - opensource erp

III.2.  Team  Self-­‐Training  

26/6/12   Project  Management  -­‐  Project  Kickoff   10  

“Coming  together  is  a  beginning.  Keeping  together  is  progress.              Working  together  is  success.”  -­‐    Henry  Ford.  

Smart  Business  ERP  -­‐  Integration    

ETL  -­‐  Extract  Transform  Load  

ECM  -­‐  Enterprise  Content  Management  

Industry  Standard:  JSR-­‐168,  JSR-­‐170,  CMIS  

Smart  Business  ERP  -­‐  Implementation  

Open  Source  ERP  -­‐  Features  &  Existing  Modules

Open  Source  ERP  -­‐  How  To  Develop  

Cloud,  Reliable/Failover  &  Security/SSO  

Software  Development  Process  SMART  Software  Development  Process  

PMP  -­‐  Project  Management  Professional  

Infrastructure  Tools  &  Report  Templates

Know-­‐How

Project  Experience

Excellent  Experts  

Best  Teamwork

Industry  Specialist

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III.2.  Rules  &  Norms  q  Rules  

1.  Follow  Project  guideline  2.  Exceptions  must  be  approved  by  SPM/PM  

q  Norms  1.  Learn  from  the  past,  but  deal  with  the  present.  2.  Be  accountable/responsible  for  your  actions.  3.  Be  open  to  ideas  or  opinions  that  are  different  from  your  own.  4.  Make  decisions  by  consensus.  5.  Be  persistent.  6.  Celebrate  successes    7.  Walk  the  talk;  deliver  on  your  commitments.  8.  Deal  with  the  facts  instead  of  rumors  or  assumptions.  9.  Issue  must  be  raised  in  advance  and  as  soon  as  possible  10.  If  you  disagree,  offer  your  reasons  why  &  

an  alternative  approach.  11.  Treat  each  other  with  respect.  12.  Keep  communication  open,  honest,  timely,  and  two-­‐way.  

26/6/12   Project  Management  -­‐  Project  Kickoff   11  

Page 12: Project management - kickoff - opensource erp

We  will  Be  A  Powerful  Team  !  Welcome  on  Board    !  

26/6/12   Project  Management  -­‐  Project  Kickoff   12  

Dom

ain

Know

ledg

e

Technical Expertise

Performance Guarantee

Fixed Time. Fixed Price.