Methodologies

The following tasks are extracted from Provida Pty Ltd's Implementation Methodology for ERP software implementations. A similar rigorous approach is adopted for CRM and Web Store.

 
• Organisation Structure & Project Management Issues
• Personnel and Project Management Issues 4
• Project Steering Committee 4
• Project Sponsor 4
• Client Project Manager 4
• Provida Project Manager 4
• Provida Senior Consultant 5
• Provida Software Engineer 5
• Provida Consultant 5
• System Owner 5
• Provida Account Manager 6
• Progress Reporting 6
• Scope Changes 6
• Budget 6
• Project Room 6
• Implementation Project Plan 7
• Pre-Implementation Checklist 8
• Perform Pre-Implementation Checklist 9
• Prepared by Client List (PBC) 13
• Install and Configure the Software 14
• Install the Software 15
• Configure the Software 16
• System Manager 17
• Implementation Checklist 18
• General Ledger 18
• Implementation Checklist 19
• Bank Services 19
• Implementation Checklist 20
• Processing Bank Transactions 20
• Implementation Checklist 21
• Bank Reconciliation 21
• Implementation Checklist 22
• EFT Services 22
• Implementation Checklist 23
• Purchasing Approval 23
• Implementation Checklist 24
• Accounts Receivable 24
• Implementation Checklist 25
• Accounts Payable 25
• Implementation Checklist 26
• Inventory Control 26
• Implementation Checklist 27
• Order Entry 27
• Implementation Checklist 28
• Purchase Orders 28
• Implementation Checklist 29
• Asset Management 29
• Convert Data or Take On Balances 31
• Custom Forms 32
• Create the Forms 33
• Change Request Form 34
• Customise the Software 35
• Develop the Reports 36
• Training Matrix 46
• Training Agenda 47
• Testing and User Acceptance 49
• Certificate of Go-Live Readiness 48
• Go Live 50
• Support 51