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Phase 1 Delivery Workshop.jpg

This illustration concerns the Phase 1 Delivery Workshop and provides detailed information on its duration and conditions that may affect the length of the workshop.

Key Points of Phase 1 Delivery Workshop

  1. Duration:

    • The workshop duration can range from 3 hours to 3 days.

    • It doesn't necessarily need to be one continuous workshop but can include multiple touchpoints over time as long as the deliverables are completed.

  2. Goal:

    • The primary goal is to define the detailed scope for the first delivery project and convert it into configuration-ready user stories.

  3. Factors Affecting Duration:

    • Shorter Duration (3 hours):

      • The scope is focused on PA (Performance Appraisal), CIP (Continuous Improvement Process), SIP (Sales Incentive Plan), or Plasma.

      • IC (Internal Configuration) items are being followed with minimal additional configuration.

      • The customer already has a mature waterfall and is willing to share it during the sales cycle.

      • No data manipulation is required from the customer's side.

    • Longer Duration (3 days):

      • The scope involves process-oriented modules like Price Setting, Agreements, or Rebates.

      • There are significant deviations from the IC items.

      • Time must be spent significantly on defining the waterfall.

      • Data manipulation processes need to be reviewed.

Insights:

  • Preparation and Readiness: The readiness of the customer to provide necessary data and details significantly impacts the duration. If the customer is well-prepared and has mature processes, the workshop can be shorter.

  • Scope Complexity: The complexity of the scope, especially if it involves process-oriented modules, can extend the duration. This complexity requires more in-depth discussions and configurations.

  • Customization Needs: Minimal deviations from standard configurations (IC items) can shorten the workshop, while more custom requirements will lengthen it.

  • Data Handling: If data manipulation is required, additional time will be needed to ensure accurate data handling and integration.

This structured approach ensures that all necessary aspects are covered efficiently, tailored to the specific needs and readiness of the customer.