Project Planning and Management

Project Management is crucial to any implementation or upgrade.  We follow the Infor Deployment Methodology (IDM) on all projects.  The IDM is designed to support the success of every Infor product based on proven methods that incorporate the following:

  • Built on Industry Open Standards - including Project Management Body Of Knowledge (PMBOK), Software and Systems Process Engineering Metamodel (SPEM), The Open Group Architecture Framework (TOGAF) and the Business Analysts Book Of Knowledge
  • Based on Vertical Industry Specific Models and best practices
  • Milestone Driven which provides clear visibility into the project and more accurate status updates
  • Built-in training and organizational change management strategies

Our experienced professionals work collaboratively with your team to plan and deliver results.

Infor Deployment Method with a Twist of Bails

Project Execution, Monitoring, and Control Image

At Bails, we work to identify and mitigate risks upfront during our planning process as well as throughout the engagement.  We track those risks as well as mitigation steps.  We leverage tried and true test scripts, processes, checklists, and deliverable templates that we will leverage.

Project Deliverables

  • Sales to Service Turnover
  • On-Boarding Document
  • Business Process Questionnaires
  • High-Level Schedule and Timeline
  • Kick-off Presentation
  • Post Provisioning Checklists, including Smoke Tests
  • Project Charter & Scope
  • Communication Plan
  • System Access Reference Sheet
  • Training Strategy
  • Training Materials
  • Budget Document
  • Consultant Status Reports
  • Project Status Reports
  • Standard Agendas & Minutes
  • Detailed Project Schedule
  • Roles and Responsibilities (RACI) Matrix
  • Change Management Plan
  • Risk Register and Risk Management Plan
  • Issue Log and Issue Management Plan
  • Infor System Architecture Diagram
  • Quality Plan
  • Implementation of Accelerator Workflow Diagrams
  • Conversion Workbooks
  • Tenant Data Strategy
  • Design Documents (Blueprints)
  • Test Strategy, Test Logs, and Test Scripts
  • Build Item Checklist(s)
  • Technical Strategy for Integrations, Conversions, and Reports
  • Security Roles Matrix for applicable modules
  • RICEW Worksheet (Reports, Interfaces, Conversion, Extensions, and Workflow)
  • Technical Specifications
  • Infor Readiness Assessment
  • Go Live Check List for Cutover
  • Project Close Report

PMBoK Knowledge Areas

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