Wolcott Approach & Methodology

APPROACH AND METHODOLOGY

Our pragmaticSOLUTIONS implementation approach is a structured methodology that incorporates many years of successful experience. It has been designed for flexibility, cost effectiveness, risk minimization, client ownership, and rapid implementation. Ultimately our goal is to deliver predictability of a successful project delivery.

 
 

Phase One:  Analysis – The “Vision Assessment”

Each engagement starts off with an assessment of your business vision. This phase is intended to provide the project team with all of the information needed to properly initiate the project.

Key Deliverable:

• Project charter document
• Project kick-off presentation
• Functional Requirements document
• Initial Project plan

Key Activities:

• Gathering high-level functional requirements
• Developing the project plan and establishing the project team
• Determining the Key Performance Indicators (KPI’s)
• Coordinating a project kick-off meeting
• Conducting requirements-gathering interviews, business analysis review sessions, and business process improvement sessions
• Preparing and reviewing functional requirements
• Project Team training
• Fit / Gap Analysis

Phase Two:  Design

The Design phase includes assisting the client in defining the concept and scope of the project, preparing for the changes that will occur with the implementation, and ensuring the project plan is comprehensive and effective.

Key Deliverables:

• Concept/project scope document
• Programming specifications and related documentation
• Detailed project plan defining hours and resources required

Key Activities:  

• Conducting joint application development sessions with project team members
• Prototyping user interfaces, screens and reports
• Preparing and presenting the design document to the project team
• Finalizing data migration and system integration plans
• Preparing a detailed software design, build plan, and system test plan
• Signing off on the design document and the implementation proposal
• Commence key-user training

Phase Three:  Develop

The Develop phase is the execution of the project concept. This phase is designed to prepare the customer for the final cutover and includes tasks such as workflow, system configuration, project programming, and customizations.

Key Deliverables:

• Program object creation and/or modifications
• Final configuration

Key Activities:

• Configuring the software
• Developing the required modifications
• Developing the required reporting
• Developing the required workflows
• Developing data conversions and data migrations

Phase Four:  Deploy

The Deploy phase includes completing tasks to prepare for the final deployment including end-user training, testing, the cutover, and production support.

Key Deliverables:

• Training and Documentation
• Cut-over plan
• Live production system

Key Activities:

• Final Integration Testing
• Finalizing user documentation and the system setup
• Cut-over planning
• Final Data Migration
• End-User training
• “Go Live” launch

Phase Five:  “Value Validation”

Once the solution is deployed, Wolcott Group will proactively follow-up to ensure that business objectives are achieved, implemented features and functions are understood, users are properly trained, and ongoing Key Performance Indicators (KPI) are realized.
 
Wolcott’s first line of support is our support group and help desk.  When needed, Wolcott Group will send professional services staff to the site.  In our experience, many new ideas occur once clients become familiar with their new system and its flexibility.  Throughout the Value Validation phase, we evaluate opportunities for optimizing, upgrading, and adding to the solution to ensure that it continues to be an optimal solution. 

 

Learn more about our project methodology:

• Wolcott Group:  Vision to Value Methodology Overview

 

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