1. Team does a Business Model Canvas Business model canvas - Wikipedia . This will give me an overall understanding of Covenant Logistics current business and goals.
2. Based on those goals, Client provides the reasons that we are doing this project. What problems does it solve? What does it give Client to continue to grow? Some ideas are: Better financial reporting, new products and/or services, replace legacy outdated systems. Problems ERPs Solve
3. Craft the list of critical success factors for this phase of the project.
4. Share with Terri the Current Partner SOW. Terri will map that to the Microsoft Business Process catalogue and End to End business processes. Overview of business processes in Dynamics 365 - Dynamics 365 | Microsoft Learn
5. For each End-to-End business process identified in scope, Client completes Terri's template that indicates the status of each step in each business process in scope. Statuses are: Built, Tested, Client Comfort, Ready to Deploy and any Comments.
6. Evaluate Data Migration status and efforts
7. Evaluate Interfaces status and efforts
8. Evaluate Reports status and efforts
9. Evaluate Test Plan
9. Who is involved in the project? RACI for each of those people. Project background and training of each person involved in the project.
10. Evaluate Product Owner understanding and role on project.
11. What is the role of the Steering Committee? How often do they meet? Who does the presenting?
12. Evaluate Organization Change Management based on PROSCI principles.
13. Budget Analysis
•What percentage of the project budget has been consumed to date compared to the tasks completed?
•Where has most of the funding been spent?
•What are Executive Stakeholders’ understanding of the budget status?
•What is the remaining budget?
14. Understanding of Partner roles, deliverables and handoffs.
15. Review Issue Log
16. Review Risk Mitigation Plans
17. Review Decision log
18. Review project documentation
19. Review "Operate" phase preparedness (Post Go Live)
20. Terri to evaluate what is complete on the project and the current phase of the project based on POWER and Fast Track methodology.
21. Terri to recommend next steps to deploy appropriate MVP as soon as possible.
22. After approval of next step to deploy, Terri to determine schedule, resource plan and budget.
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