Friday 17 December 2021

Simple Steps for project implementation

Project implementation method

the adoption of standard implementation methods and implementation norms is the guarantee of the successful implementation of the project. after the successful implementation of a number of large enterprise information portal platform project experience summary, combined with domestic and foreign advanced implementation methods and implementation tools, and according to the actual situation of USA's enterprises, refined a set of standard, scientific implementation methods. this approach has not yet formed a uniform name in the industry, but the substantive approach adopted is much the same. here is a general operation method in the implementation, which can not only improve the efficiency of system implementation, but also ensure the successful implementation of the project. one of the core of the implementation approach is the path map, as shown in figure 1-1.

in accordance with the common implementation method, we break down the implementation process of the enterprise portal platform project into four phases, namely, the preparation phase, blueprint design, system implementation, acceptance and delivery. the main work content, results, duty station, start conditions, and responsibilities of the project teams of both parties are detailed below, and highlights the results submitted for project acceptance.

(1) preparation phase

the main work in this phase is to complete the project organization, implementation plan, implementation objectives, acceptance standards, implementation plan and so on. project preparation mainly completes the pre-project preparation for the client project, including project project analysis, the establishment of the enterprise project organization and party b software company project organization, pre-project document analysis, customer background research, definition of project implementation strategy, project implementation plan and project implementation master plan draft, and communication with customers project organization requirements and project conventions.

( 2 ) blueprint design

the purpose of this phase is to fully understand the customer's needs, while through standard training to let customers understand the application of products, expand customer thinking, and finally learn from some classic cases to complete the blueprint design of the enterprise portal system. design a business blueprint that meets the needs of the enterprise and meets the characteristics of the enterprise itself, and guides the implementation of the system.

(3) system implementation

this stage is mainly based on blueprint design, through product functions to achieve the enterprise's portal platform, and through data preparation, system initialization, system switching to achieve normal operation.

( 4) project acceptance

the main work in the project acceptance phase is the review and summary of the implementation work, the recognition of the implementation work, but also the work report of the senior leaders of both sides. at the same time, it is clear that there are some problems and shortcomings in the implementation of the project, which need to be improved and improved in the future service process. project acceptance is divided into phase acceptance and final inspection. phase acceptance refers to the acceptance according to the service content of each stage of project implementation, the system trial run period is 3 months, the trial run period ends 15 working days, by party b to provide the phase acceptance report. final inspection is the system acceptance after the completion of the acceptance of each stage of project implementation, the system trial run period is 3 months, the end condition of trial operation is that the software system runs steadily for 30 days, the system does not appear non-human factors to stop service.

Within 15 working days of the end of the trial run period, a final inspection report will be provided by Party B. The system has entered the maintenance support period since the system final inspection (FAC) qualification date.

Analysis of key elements for the successful implementation of the project

( 1 ) phased implementation, pilot construction, later promotion

the enterprise systems portal platform project has a large number of target application units and departments, and the focus of requirements varies at all levels. at the same time, the system involves a wide range of personnel, including senior decision makers, middle managers, business operators, and general employees. the end result will be a fully staffed application system that assists leadership decision-making, middle management, business operators, and services for the general workforce, with hierarchical business needs from foundation to high end.

therefore, it is scientific and reasonable for the information system to be implemented in stages. at the same time, in each stage of the implementation process, first in the pilot units or departments of the system construction and verification, and then comprehensive promotion, which is also the best way to ensure the implementation of rapid progress. on the other hand, regardless of level, regardless of focus, eyebrow beard a grasp of the comprehensive online promotion, will make the system implementation complexity increased, the requirements of the border limiting more difficult, the implementation of the long cycle, it is easy to fall into a huge, complex project, and finally lead to project failure.

( 2) develop a feasible project plan to effectively ensure the investment of human resources

in the project implementation process, due to the heavy task, short cycle, so it is necessary to maximize the investment of the corresponding human resources. the sufficient input of the project personnel (business personnel, technical personnel, etc.) of all parties should be effectively guaranteed, including the despotic system of the core project team personnel of party b, the despoticism of the core project team personnel of the enterprise, and the despoticism of the subordinate secondary units. to ensure that the project team members in all stages of adequate input, while the project team, the second-level units of the relevant departments to do a full cooperation, so as to fully ensure the progress and quality of the project.

( 3) sub-type, hierarchical training to achieve knowledge transfer

training is an important link in the implementation of the project, and also an important means to realize the transfer of knowledge in the process of project implementation. in the training phase, party b will send experienced and most knowledgeable personnel to the enterprise system as training instructors, the training process by the enterprise responsible for the organization, headquarters and subordinate units involved in the use of the system's business and technical backbone to participate, will be set up for different levels, different responsibilities of personnel related to centralized training, to participate in centralized training of all levels of business and technical backbone will be responsible for the training of other personnel of the unit and the system after the relevant operations and maintenance work. training to develop key users and ultimately to transfer knowledge.

( 4 ) high-level leaders pay full attention to

the success or failure of an information system construction, especially the success or failure of enterprise portal project construction and the importance of leadership is inseparable, where possible, as far as possible to coordinate the portal project can get the full attention of the enterprise leaders at all levels, and by the senior leadership personally as the project team leader, so that the project was successful by a large part. at the same time, through the construction of the system, leaders at all levels can also appreciate the benefits and value of the new system.

( 5) fast application, quick results, to ensure investment returns

enterprise information is an investment project, it is necessary to receive benefits, the return on investment should follow the principle of rapid application, rapid results. of course, we also realize that information engineering is a long process, the significant investment benefits are gradually recovered through the continuous promotion of information engineering. in order to ensure the smooth progress of the project, the first step must be to go steadily and successfully. the first shot started, will certainly inspire everyone's confidence in information technology, otherwise, in a variety of different understandings and criticisms, coupled with the information group's high-intensity work fatigue, it is easy to disperse the military heart, resulting in the failure of information projects.

in the information project must always adhere to the principle of rapid application, rapid results. the use of a good product architecture, so that the system quickly meet business needs, to achieve rapid configuration, through professional consultants, scientific implementation methods and fine project management, to achieve rapid implementation, through the system's friendly interface and user-friendly design, so that system operators can quickly familiar with the system, combined with a full range of quality services, so that the system can be quickly applied in enterprises, with the information system put into operation, will give full play to its due effect, quick results.

Project quality management and risk control

quality management is the process of ensuring that the project meets the required quality, its role is to ensure that the enterprise portal platform project meets the quality requirements, the completion of the project on schedule and minimize risk.

project quality management is a systematic process, in the process of implementation must create the necessary resource conditions, so that it is suitable for the project quality requirements. the various functional departments of the enterprise and party b to ensure the quality of work and project quality, to achieve work procedures, standardization and standardization.

The quality management process

the project quality management process can be broken down into the following four links.

first of all, we should establish an effective quality standard system. establishing appropriate quality measurement standards is a prerequisite for project quality management. according to the enterprise's overall strategic plan and project implementation plan for the implementation of the project, implementation the main body of the portal platform should first establish a standard system to measure the quality of the project. the criteria for measuring project quality generally include the scope of the project, the specific implementation steps of the project, the project cycle estimate, the detailed content arrangement of the project work, etc.

secondly, effective measures should be taken during the implementation of the project to monitor the actual operation of the project. in the process of system implementation, according to the requirements of collecting relevant information in the implementation process of the project, observe and analyze the actual situation in the implementation process of the project in order to monitor. in order to effectively monitor the project, the monitoring measures and communication channels available include formal monitoring and communication channels, such as project progress reports, regular project meetings, milestone meetings, meeting minutes, etc., informal monitoring and communication channels, such as conversations and discussions with project team members or end users, informal communication with business management, etc. in this link, according to the requirements of the project quality standards system, through effective monitoring measures and channels, comprehensive and objective tracking and reflect the actual situation of project implementation.

third, the actual performance in the implementation of the project is compared with the project quality measurement standards, and the differences are analyzed. when monitoring and tracking the actual health of a project, it is often necessary to address issues such as "how the project is progressing" and "what is happening?" how the deviation from the project plan is caused" and so on. through the comprehensive analysis of the relevant measures of project implementation, it provides the basis for objective evaluation of the quality status of the project, and helps the project team to monitor and manage the actual progress of the project quickly and effectively, so that effective measures can be taken as needed to ensure that the implementation of the project is running on a set track.

finally, take reasonable corrective action according to the specific situation. after comparison and analysis, if the deviation is found, appropriate measures should be taken to correct, so that the implementation of the project back on track. the corrective actions available include re-planning the project, rescheduling the project steps, reallocating project resources, adjusting the form of the project organization, adjusting the way the project is managed, and so on.

in the quality management process, it is necessary to do a good job in the project quality management organization. since the implementation process of the entire portal platform involves the enterprise and party b personnel, in order to do a good job in project quality management, to achieve the expected quality objectives, throughout the project's organizational structure, to clearly establish the project quality management responsible for the team and its related workflow, from the organizational aspect of the project quality management preparation.

Implementation process quality management system

the implementation of successful information projects must have efficient organizational guarantee and strict organizational norms. the implementation of the enterprise portal platform project by party b and the enterprise respectively set up a project team, scientific and rational division of labor, close coordination and cooperation, and jointly complete the implementation of the project.

the project team is divided into three levels: the leadership group, the project manager and the project team. day-to-day implementation is the responsibility of the project manager of both parties.

project team members should have adequate time to ensure during project implementation. the leadership group is guaranteed 10% of the time per week, the project manager is guaranteed 100% of the time per week, and the project team is guaranteed 50% of the time per week.

Project communication management

the system of regular meetings should be established during the implementation of the project. the meeting shall determine a fixed time (recommended every friday), the participants are the project manager of both sides, the project team, such as the project start-up meeting, the program description meeting, the project acceptance meeting and other important meetings, the leadership team members of both sides to participate. 

The meeting includes: review of the work content of this week, project progress and overall status, problems, problem cause analysis, problem improvement measures, next week's work objectives and detailed work arrangements. weekly project meetings should match the implementation progress with the implementation plan, provide the basis for objective evaluation of the project quality status through the comprehensive analysis of the relevant measures of project implementation, and help the project team to monitor and manage the actual progress of the project quickly and effectively. 

Thus, effective measures can be taken as needed to ensure that the implementation of the project is on a set track. the meeting process and considerations are as follows:

  • - prior to the meeting, the convenor of the meeting shall prepare the topics and related materials of the meeting and, in principle, notify the other project team in writing (via e-mail) 2 working days in advance.
  • - the conference must make resolutions on the various topics, which cannot be discussed without success.
  • - within 3 business days of the meeting, each party is required to rotate the minutes of the meeting once and submit them to the other team for confirmation for no more than 2 business days.
  • - at the end of each meeting, the presiding party shall record the meeting, list in writing the decision-making conclusions of the relevant meeting topics, and the top leaders of the two parties shall reconfirm them. both parties are required to follow the confirmed meeting decision.

Project document management

project documents need to be managed by both parties, according to the project implementation phase to collect, archive, back up the project documents.

party b project team responsible for project documentation personnel are: party b project manager.

the person in charge of the project documentation for the enterprise project team is the project manager of the enterprise.

backed up every other week, a copy of the hold is saved in the enterprise.

The project issue management

in the course of project implementation, when a problem is encountered, it needs to be dealt with according to the different classifications of the problem, and the problem is never allowed not to be reflected to the project team or the delay is not reflected to the project team.

- process issues, which are resolved through consultation between the problem finder and party b implementation consultant and the project manager of both parties, and if a process affects the overall operation is encountered, the process needs to be discussed in a special meeting and resolved through consultation.

- software application and operation problems, by the problem finder to party b implementation consultant feedback, by party b implementation consultant responsible for problem solving.

- hardware or network issues, with feedback from the problem finder to the enterprise system administrator, who is responsible for resolving the issue.

all issues should be recorded and documented uniformly by project appointees on both sides.

Risk control


By analyzing a large number of risk events, the following events are most likely to occur and have the greatest impact in this project. how to minimize the impact of these events on the project is the main work of project risk management. first, these events need to be prevented, and secondly, once they are unavoidable, the necessary, pre-prepared responses should be taken to reduce the impact of risk on project objectives to a tolerable level.

Technical risk

the enterprise portal platform project construction uses advanced information technology, in the construction process needs to be connected with each business unit, multiple technical support systems, multiple business systems. portal platform project construction involves a wide range of related systems, the need for a wealth of professional knowledge. therefore, there are certain technical risks in the construction of the project, we need to fully realize the technical difficulty of the project from the beginning of the system construction, in the system construction strictly in accordance with the standards and norms of the enterprise project construction, step by step, phased construction, reserve sufficient expert resources, more meetings, more discussions, brainstorming, technical difficulties one by one breakthrough, and strive to minimize technical risks.

Demand risk

the project construction is a complex system with a long project cycle, more related departments, large amount of data and high system function requirements.

in order to reduce the risk of unclear and frequent changes in project requirements, it is necessary to do a good job in the early stage of the project needs research, more meetings, more discussions, more prototypes, timely communication with users to confirm the needs, a real understanding of the business needs of each business unit on the project, as far as possible to avoid misunderstanding of the needs and one-sided. at the same time, in the process of project construction, strictly abide by the rules and regulations of project management, the project demand changes to carry out strict audit and control, in order to ensure the quality and progress of the project.

Coordinate and communicate risks

in the project construction process needs to coordinate multiple departments, involving many important project stakeholders, with these departments and key stakeholders to communicate and coordinate the effectiveness of the project will directly affect the quality and progress of the project. this requires all relevant units to fully understand the importance of project communication management, the development of relevant systems, the implementation of dedicated posts, the establishment and protection of smooth communication channels, such as holding regular meetings, teleconferences, video conferences, regularly send communication reports.

Implement team management risk

the construction of the project is a long cycle and a wide range of process, in the construction process involving a large number of development and implementation personnel. of all the project stakeholders, the project team is critical to the success of the project. how to choose the right people, how to train people, how to give full play to each person's role, and how to organize into an efficient team, the success or failure of the project plays a vital role. the characteristics of the project team members are highly educated, high-quality, mobile, young, passionate, and the intensity of work is the distinctive characteristics of the enterprise project. under such circumstances, how to stimulate the career of team members, how to form such an individual into a team of super-combative, is an important issue before the project manager.

Project implementation roadmap


In the construction process of this project, we follow the construction principles of productization, standardization and standardization, openness, extensibility, ease of use, landing, safety, robustness, auditability, etc. at the same time, in order to quickly achieve the "people-oriented, job-centric" application effect, to achieve a new breakthrough in system integration and information portal construction, according to the previous two sides have repeatedly communicated the intention of cooperation, the enterprise portal platform project is to be divided into two phases of the project, we will be in the six-month project construction cycle process using the "four-step" implementation strategy. the project implementation route is as follows.

the first step is to plan and design the business blueprint for the enterprise portal platform as needed. the design of the business blueprint is very important, its good and bad directly determine the function and positioning of the portal platform, determine the direct experience and satisfaction of the end user.

the second step is to quickly build a basic framework based on the business blueprint and the capabilities of the product itself to complete the construction of much-needed features in the near future, and to enable end users and leaders to see and feel the portal platform in a timely manner. the main purpose of the second step is "quick effect", the core evaluation criterion is to verify the accuracy of the overall program. the main functions involved in the second step include the implementation of personal workbench, leadership portal, single sign-on, portal display of some information systems, integration of key application systems, etc.

the third step, on the basis of the second step, improve the various functional points, and continue to deepen the portal business blueprint on the various functions, such as the unified management and synchronization of user information (extending the scope to each application system), knowledge management deepening application, project management task management and so on.

the fourth step, the portal platform system on-line trial run. in the trial run process, gradually improve the system function, improve the system deployment structure, improve a variety of related technologies, application norms, in the enterprise to carry out a wide range of training, promotion work, organization and through third-party evaluation agencies to carry out targeted testing.

Project implementation schedule

under the guiding ideology of "four steps", in order to effectively ensure the quality of project construction, the whole project construction process is divided into four stages: portal planning, quick results, rich application and perfect system, each stage completes the corresponding tasks to ensure that the construction of the enterprise portal platform project can be carried out smoothly.

the project implementation schedule is shown in table 7-1 (the project phases are examples only).

Portal planning

Phase tasks: IT system analysis and business requirements research for the enterprise group, complete enterprise portal construction planning, system architecture design, functional requirements reporting, develop application system integration standards and project plans, define step-by-step integration of business system batches.

Quick results

Phase tasks: Complete the deployment of the portal and enterprise service bus, import the initial data of the system, deploy the single sign-on and work platform components, realize the single sign-on and unified to-do access of the first business systems, and obtain KPI data from the integrated business system. Build a news center based on the portal platform to implement the portal's small-scale application and leadership portal.

Enrich the application

Phase task: to achieve the second batch of system single sign-on, unified to-do, KPI data integration, to achieve unified communication platform construction and microblogging, blogs, forums, wiki system construction and Integrated functional development, to achieve the sharing of communication platform, building a mobile portal, team space.

The perfect the system

stage task: improve the user after the trial of the proposed functional change requirements, system optimization, system testing, system training, on-line trial run, organize project acceptance.

1 .6 project implementation team
1 .6.1 team formation principles
portal platform construction is a complex information project, involving many aspects of products, technology. for this project, we will be in line with the principle of efficient organization, cooperation, knowledge sharing group cost project development and implementation team.

The project implementation organization structure

successful information project implementation must have efficient organizational protection, strict organizational norms. it has been proved that the project manager responsibility system is an effective measure for the success of information projects. for this project, we suggest that the implementation of the enterprise portal platform project by party b and the enterprise respectively set up a project team, scientific and rational division of labor, close coordination and cooperation, and jointly complete the implementation of the project.

- party b project group is divided into: project leadership group, final application group, system management group, key user group, etc.

- the enterprise project group is divided into: project leadership group, implementation group, advisory group, development and integration group, service support group, etc.

Implementing team responsibilities


1 . lead small group responsibilities

- party b leadership group is responsible to the enterprise leadership group for the quality and progress of the entire project.

- appointment and replacement of project managers in consultation with the leadership team of both parties.

- both leadership groups are responsible for material matters beyond the control of the project manager.

- party b leadership team to the expert group, local support system for the allocation of resources.

2 . project management group responsibilities

- specifically responsible for the quality and progress of the project, to achieve the project implementation objectives.

- develop a plan for the project and a detailed implementation plan to assist the department manager in determining the content and responsibilities of the project implementation team members and members in each step.

- project implementation according to project planning arrangements and supervision of project team members.

- review and confirm the system solution.

- review and confirm system customization scenarios.

- regularly summarize projects and report on project progress and problems encountered in project implementation.

- report to the leadership team for coordination in the event of a major project.

- timely communication with senior and middle-level personnel, user project managers, maintain good relations of cooperation, maintain the company's image and interests.

3 . advisory group responsibilities

- responsible for the technical planning and design of the entire project.

- responsible for providing guidance on technical issues that cannot be resolved by the project implementation team.

- responsible for providing expert guidance and training on the senior needs of the business.

4 . business group responsibilities

- assist the project manager in the implementation of the enterprise project.

- assist the project manager in solving business problems.

5 . implement group responsibilities

- complete the specific work of project implementation.

6 . development group responsibilities

- develop, install, and debug software according to project schedule and requirements outline.

- according to the project manager's arrangements for the appropriate technical training.

- real-time technical support.

Training services

Project training is an important part of system implementation and the first step for the enterprise application system integration platform to be put into use. through the comprehensive training of the people involved in project decision-making and implementation, we can analyze and control the implementation risk of the project in advance, unify our thoughts, and correctly understand and apply the implementation methodology of party 

Through training, the enterprise's technical personnel will also have in-depth understanding of the application system integration platform development background, technical architecture, development ideas, so that technical personnel can be more comfortable to maintain the application integration platform, to ensure the safe operation of the system.

the training of the enterprise application system integration platform project will run through the whole process of the project, divided into three stages: pre-implementation training, implementation training and post-implementation training. the training effect will directly determine whether the operator can apply the operating software correctly in the future, whether it can meet the requirements of the post operation software, and ultimately will affect whether the whole software system can be successfully implemented. therefore, we should attach great importance to training services. personnel on both sides should cooperate with each other and be proactive in their efforts to achieve the desired training results.

training is mainly divided into system application training and system management training, both of which are very large in terms of training content and training requirements "as a result, our focus on training is different for different applications and departments throughout the training process."

Training purposes

The training for this project will run through the whole process of the project, divided into pre-implementation training, implementation training and post-implementation training three stages. the main purpose of pre-implementation training is to understand the implementation process and product framework of the project, and to gain a preliminary understanding of how the basic modules are used in order to better implement them later with the work of the project and the collection of data, the main purpose of the on-site training in the implementation of the training is to familiarize with the business function operation of the enterprise project system, master the use of system management, and correctly organize the static and dynamic data required by the system , learning to understand and apply a variety of standards and norms, after the implementation of training mainly focused training, the main purpose is to combine the implementation of various problems, the relevant personnel to strengthen training, to achieve the transfer of technical and management knowledge, and ultimately cultivate the enterprise's own system management and maintenance team.

How training is organized


In the training for this project, we will organize the training in the following ways.

  • - in the training organization, party b will jointly form a team of training instructors, in turn by several training groups. due to the large number of users, each department has been on-line, so the training is not carried out at the same time, but staggered time in turn training.
  • - in terms of timing, consistent with the overall system implementation plan and with the principle of phased construction of the project, we also guide the training in accordance with the step-by-step training, phased training guidelines.
  • - in terms of training methods, training is carried out in a combination of individual training, video training and on-site training.
  • - in terms of training management, record each training and implement an assessment system for some courses.
  • - in the form of training, you can use a combination of case-by-case explanation, system transfer, on-board practice, etc.

Training target

the training courses we offer for this program consist of three main categories of users.

( 1 ) training for business personnel in various departments

train the relevant business personnel in each department in the operation of the system so that they can operate the software skillfully. such training will be focused on training, according to the actual situation in stages, and need to be assessed.

( 2) training for technicians

system development, operation and maintenance personnel, such as the ministry of information technology technical personnel, as well as the heads of information technology departments, such as system development, operation and maintenance training, so that it can be skilled in operating systems, understand the system process, structure, master system development, can solve all kinds of business personnel operating problems encountered. the training includes the overall software architecture, database structure and database, system function development, etc.

This type of training is conducted in phases and the results must be signed off by the enterprise system administrator to ensure that the trained system administrator is fully independent of the system management and development capabilities.

( 3 ) Training for leaders at all levels

Provides knowledge training on data analysis, reporting tool use, IT technology trends, etc. to leaders at all levels, playing the role of information systems in supporting leadership decision-making on the one hand, and broadening on the other The vision of leadership, promote the rapid development of information technology in the enterprise. Such training is based on individual training, which is determined by communication during the implementation of the project.

Training content

The purpose of training is to achieve knowledge transfer, so this project has carefully prepared the following training courses for different training targets.

( 1) operational training courses
( 2) system administrator training course
( 3) leading training courses

Such training is based on individual training, which is determined by communication during the implementation of the project.

The project acceptance


The project acceptance criteria conduct a formal stable run test of the system and run it for 3 months without quality issues project acceptance, software system in the commissioning phase and within 3 months of the official operation of various problems caused by the system, the supplier should propose and implement a feasible solution, otherwise the project will not be accepted.

Acceptance criteria for the technical agreement, the content of the contract for functional verification, in the function to achieve the agreed goals, as the project acceptance through.

After the final inspection, the evaluation and acceptance team shall submit the system final report, and the system final inspection pass can issue the system acceptance certificate to the developer.

Project acceptance organization


The project acceptance organization consists of the relevant leadership of the enterprise, the Ministry of Information Technology, representatives of business units, senior leaders of Party B and partners, IT technical experts of Party B and partners, members of Party B project team, party B and members of partner service team.

Summary of project results

project acceptance is carried out on the basis of the phased pre-acceptance, the initial organization carries out stress testing, and then combined with the situation of the formal operation of 3 months, by the ministry of information technology and party b project team to summarize, according to the technical agreement, the content of the contract for functional verification, the formation of acceptance test report.

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