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Our project management method is the basis for a successful ERP implementation

The successful implementation of an ERP or CRM system poses the user company to a great challenge.

Companies want to achieve ambitious targets, realize projects in the defined time and with a given budget. Usually, the project teams are made up of various areas: on the part of the user corresponding employees are taken from the respective business areas. The partner responsible for this implementation also provides project team members which are often supplemented by external experts. The project leaders have to bring the different team members together and, at the same time, determine how to coordinate procedures, authorizations and processes. An enormous challenge which requires a methodic procedure.

ORDAT's Project Workbench Ensures an Efficient Project Collaboration

The ORDAT Project Workbench is a web-based project management solution for the SureStep method. Based on the Microsoft SharePoint server technology, a project management system is available which contributes to enhance the effectiveness of an organization. This includes, among other, comprehensive content management functions, search runs, acceleration of the adjustment processes by predefined workflows and a simple, trans-company, collective data use which creates transparency at any time during the project. Additionally, this cooperation and content management server provides the platform and the tools for IT experts and developers which are required for the server administration, the upgrade of applications and the interoperability. With the combination SharePoint and ORDAT Project Workbench project leader can achieve optimal transparency for their teams, have absolut control of what is happening and can ensure best consistency and traceability when processing their documents. With ORDAT-PW projects can be managed more efficiently and at less cost.

You'll profit from:

 Transparency

Every project team member has the access to visualizing the current project progress or special project details by using this portal-based solution. Thanks to ORDAT-PW requirements, timelines and modifications are continuously traceable for all people involved in the project.

Consistency

In ORDAT-PW all project-relevant information are stored at a central location and are accessible for all authorized users. Thus, assigned projects are easier to coordinate and the integrated check-out functionality guarantees that one document is not edited at the same time by two or more users.

Monitoring

ORDAT-PW enables an exact planning and a continuous monitoring of the project progress. Deviations and risks can be tracked by the responsible on time and can be evaluated as well as immediately be patched.

Traceability

The versioning integrated into ORDAT-PW journalizes every executed activity. All project steps  can be tracked from the diagnosis to the operation at any time. Conflicts and different expectations are avoided

Overview ORDAT Project Workbench

The start monitor of the ORDAT Project Workbench with direct access into the single project phases. In the left navigation you'll find all relevant links to project contacts, calendar, documents, tasks etc.

At the beginning of project phase Diagnostic the user will get an overview about the target definitions which accrue at this state

The Analysis phase is the official begin of the implementation. In this phase, the tasks are determined which are necessary for the initializing and effective planning of the whole project

In the Design phase the procedure of the implementation of the business requirements is designed. This phase comprehends the documentation of the ERP complete solution configuration and the structure of specific applications which are necessary to meet the business requirements determined during the Analysis phase.

Objective of this Development phase is the installation of the development, test and productive system.

At the ende of the Deployment phase there is Go-Live with the complete takeover

In the Operation phase the provision of the des Go-Live support is put into action, the QA scenario is developed.

The approval and release process within the project work ensures a maximum of transparency during collaboration.

The individual project glossary ensures that all project team members have a uniform knowledge about specific terms.

The project calendar clearly displays all project dates and can be integrated easily into the quick access of Outlook.

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ERP Project Phases According to the Proven Sure Step Methodology

The ORDAT project methodology for a secure ERP implementation
Diagnostic

The diagnostic phase already starts during the sales process and ends with the quotation acceptance for the implementation project. Target of the diagnostic phase is to collect sufficient information in order to define the volume of the project at the hoghest level and to generate a elaborate quotation for the next phase. The most important target standards in this phase are the implementation offer and the project plan.

Analysis

Objective of the analysis phase is to exactly specify the requirements which have been detected in the diagnostic phase and to model the required business processes. The description of the requirements and processes is done in a product-neutral way. The most important target standards in this phase are the generation of the Functional Requirement Documents FRDs and the documentation of  business requirements in the Business Process Documents or in an external process modeling tool.

Design

Objective of the design phase is the predefinition of how to implement the business requirements. This phase concentrates mainly upon the draft and the assessment of the required expene for the development of individual adjustments which result from the GAP/FIT analysis. The most important target standards are product-specific, detailed design specifications (Solution Design Documents and Technical Design Documents as well as Test Case Documents (TCDs)) which specify the function tests.

Development

Objective of the development phase is to develop and test adjustments, reports, integrations and data migration processes which were determined and approved in the design specifications. The most vital target standards are the tested and examinated components and processes.

Deployment

In the deployment phase all tasks which were completed by the integration team mesh and thus guarantee a successful change to the new Microsoft Dynamics solution. The most vital target standard is the configured and functioning production environment.

Operation

Objective of the operation phase is the transition of the customer from the implementation project to the productive support after a successful go-live. The most vital target standard is a satisfied customer who has all the necessary information which are required for the effective application of his company's new ERP solution.

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