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[Web Creator] [LMSOFT]
Project Management
Transform your business day

At Transform Solutions we have a strong multi-phased Project Methodology, based on Microsoft Dynamics Sure Step approach, that is aimed at ensuring a successful project environment for the design and implementation of a Dynamics AX or CRM solution. The phases within this methodology are:

  • Analysis and Design - The Analysis and Design phase is an important phase in which we bring together the customer and Transform Solutions teams to begin the process of mapping business processes and designing the AX or CRM solution. A number of workshops will be held to discuss the customer’s requirements in each key functional area. Planning is a key part of this phase with a final project plan, success criteria and the project scope developed.
  • Build and Configure - The Build & Configure phase involves a number of different elements undertaken by Transform Solutions and the customer. The first element in this phase is the configuration and build of Dynamics AX or CRM which involves installing and configuring the software as per the configuration requirements documented during the Analysis and Design phase. A key element for this phase is completing development or enhancement work identified in the Analysis and Design phase. The other components of this phase are data migration and User Testing and Acceptance (UAT).
  • Deploy and Operate – Within the Deploy and Operate Phase the customer will begin to drive the AX or CRM solution with Transform Solutions providing onsite assistance. Important components of this phase are undertaking refresher training and the Go Live.

For each project we create a SharePoint Project Site that acts as a central repository for all project information that can be accessed by Transform Solutions and the customer.  We have developed standardised project templates as well as an on-line Action Log, Risk Register, Issues Log and Change Control Register that help us actively manage the project whilst staying focussed on achieving the major project milestones. The SharePoint Project Site is open to all project team members and facilitates open communication within the project.

Project Management Approach

The Project Manager will be responsible for ensuring that all aspects of the project are planned and executed in a manner that will lead to meeting the implementation goals within the established timeframe and budget ensuring a high degree of customer satisfaction.

The main areas of responsibility include:

  • Risk Management: identifying, analysing and responding to project risks. This includes identifying project risks at the start of a project and then monitoring, controlling and managing developing and changing risks as an ongoing process during the project.

  • Scope Management: planning and managing the project scope across the project lifecycle.  This includes actively managing the change control process via the standardised templates and registers. The following diagram details the different role.

  • Issue Management: issues are problems arising during the project that may impede on the progress of the project. The project manager will formally manage issues from identification through resolution, to ensure the project is on track.

  • Time & Cost Management: initiating, controlling and managing time and cost to ensure completion of the project on time and within budget.

  • Resource Management: planning and acquiring human resources, equipment and material resources as needed to fulfil the project requirements.

  • Communication Management: managing the creation, distribution, retrieval and storage of project information to fulfil the communication needs of the project team and project stakeholders.

  • Quality Management: ensuring a high level of quality for the project deliverables and for project management. Activities addressing quality issues include defining processes, procedures, standards and policies as required to satisfy project stakeholder needs.

  • Procurement Management: managing the purchase and acquisition of services and deliverables from outside the project team to fulfil the defined project requirements. 

Change Management: identifying and helping manage change across all impact areas of the project including people, process and technology.

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