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This article provides an overview of the Phase 1 Delivery Workshop, which is a critical step in the Prescriptive Delivery methodology. This workshop focuses on preparing for the actual implementation phase of a project by ensuring clear documentation, scope definition, data readiness, and thorough planning.
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The Illustration will highlight the details of a Phase 1 Delivery Workshop for a project, it depicts how the workshop focuses on various outputs and details necessary for the successful delivery of Phase 1 of the project.
Outputs of Phase 1 Delivery Workshop
The following are the outputs of the workshop:
Set of Use Cases and Detailed Configuration-Ready User Stories
A key output of the Phase 1 Delivery Workshop is the establishment of a comprehensive set of use cases and detailed, configuration-ready user stories. These use cases and user stories are meticulously crafted by the project team to fully capture the customer's functional requirements and serve as the foundation for the Statement of Work (SOW).
The use cases provide a high-level, narrative-driven understanding of the various scenarios and workflows that the customer needs the solution to accommodate. These use cases are further refined into user stories, which outline the specific features, capabilities, and configurations required to address the customer's needs.
Importantly, these user stories are developed in a "configuration-ready" state, meaning they are detailed and specific enough to directly inform the technical implementation and configuration of the solution. This level of detail ensures that the subsequent development and deployment activities can be executed efficiently, with a clear roadmap and shared understanding between the customer and the project team.
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KEY INSIGHT: By documenting these use cases and user stories as formal inputs to the SOW, the Phase 1 Delivery Workshop lays the groundwork for a comprehensive and well-defined project scope. |
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KEY VALUE: This provides the customer with a clear understanding of what will be delivered, while also serving as a reference point for the project team to ensure the solution aligns with the customer's requirements. |
Overall, the set of use cases and detailed configuration-ready user stories produced during the Phase 1 Delivery Workshop are crucial in translating the customer's needs into a actionable, mutually agreed-upon Statement of Work that will guide the successful implementation of the project.
Price Waterfall Definition (Level 2)
Another key output of the Phase 1 Delivery Workshop is the establishment of a detailed, second-level price waterfall. This price waterfall will be the foundation for the customer's pricing calculations and analytics within the PriceAnalyzer and SIP/CIP (Sales Incentive Planning/Channel Incentive Planning) modules.
The price waterfall is a hierarchical structure that breaks down the various components that contribute to the final pricing for the customer's products or services. This Level 2 price waterfall is a more granular, detailed version, consisting of approximately 25 distinct elements.
These elements can include factors such as base price, volume discounts, promotional offers, freight charges, taxes, and other applicable adjustments or surcharges.
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KEY VALUE: By defining this comprehensive second-level price waterfall during the workshop, the project team ensures that the solution can accurately model the customer's complex pricing schemes and provide them with the necessary visibility and control over their pricing strategies. |
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KEY INSIGHT: Development of this detailed price waterfall is a crucial step in aligning the solution's functionality with the customer's business requirements. It allows the project team to configure the PriceAnalyzer and SIP/CIP modules to handle the customer's specific pricing logic and calculations, enabling them to derive valuable insights and make informed pricing decisions. |
Overall, the establishment of this second-level price waterfall is a significant output of the Phase 1 Delivery Workshop, as it lays the groundwork for the solution's pricing capabilities and ensures the customer's unique pricing needs are effectively addressed.
Data Readiness for Phase 1
A critical output of the Phase 1 Delivery Workshop is ensuring the data readiness for the initial phase of the project implementation. This involves thoroughly defining and specifying the data requirements to support the successful delivery of Phase 1.
During the workshop, the project team documents the data specification, outlining the precise data elements, formats, and sources needed to populate the solution. This comprehensive data specification serves as a detailed blueprint for the data preparation and migration efforts that will follow.
Although the actual first data drop or migration may not occur until a later stage, the workshop emphasizes the importance of having the data readiness complete before the project officially starts. This upfront planning and preparation is crucial to avoid delays or disruptions during the implementation process.
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KEY INSIGHT: By prioritizing data readiness as a key output of the Phase 1 Delivery Workshop, the project team can ensure that the necessary data is available, validated, and ready to be integrated into the solution when the time comes. |
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KEY VALUE: This proactive approach helps to mitigate risks, maintain project timelines, and set the stage for a smooth and efficient implementation. This attention to data readiness lays the groundwork for the successful deployment and adoption of the solution by the customer. |
Solution Design and Estimations Review
The Phase 1 Delivery Workshop also includes a comprehensive review of the solution design and implementation estimates. This review brings together a cross-functional team of experts, including the Product team, Solution Architect (SA), CC (Customer Consultant) lead, and Catalogue SA, to thoroughly evaluate the proposed project design and ensure it is scalable and optimized.
The objective of this review is to validate that the solution design is capable of meeting the customer's requirements while also leveraging the appropriate accelerators and best practices. The Product team provides insights into the overall product roadmap and functionality, ensuring alignment with the customer's needs. The Solution Architect and Catalogue SA bring their technical expertise to assess the feasibility and viability of the design, identifying potential areas for improvement or optimization.
The CC lead, who serves as the primary customer-facing consultant, offers a unique perspective on the implementation approach, drawing upon their experience and understanding of the customer's specific business context and constraints. This diverse team collaboration allows for a well-rounded review of the solution design, considering both the technical and practical aspects of the project.
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KEY INSIGHT: By conducting this thorough review, the project team can have confidence that the solution design is scalable, efficient, and tailored to the customer's requirements. The input and insights gathered during this session help refine the implementation estimates, ensuring accurate planning and resource allocation for the delivery of Phase 1. |
This collaborative approach to solution design and estimation review is a hallmark of the Phase 1 Delivery Workshop, underscoring the project team's commitment to delivering a high-quality, fit-for-purpose solution that meets the customer's expectations.
In-Scope and Out-of-Scope Phase 1 List of Requirements
An essential output of the Phase 1 Delivery Workshop is the creation of a comprehensive list of requirements that clearly delineates what is in-scope and what is out-of-scope for the first phase of the project implementation.
This detailed list serves as a critical tool for setting accurate customer expectations and ensuring a shared understanding between the project team and the customer. By explicitly documenting the specific features, functionalities, and capabilities that are included in Phase 1, as well as those that are excluded, the project team can avoid any ambiguity or misunderstandings.
The in-scope requirements outline the key deliverables and milestones that the customer can expect to receive during the initial phase of the project. This provides the customer with a clear roadmap of what will be implemented and the timelines associated with each component.
Conversely, the out-of-scope requirements clearly communicate the features or aspects of the solution that will not be addressed in Phase 1. This transparency helps manage the customer's expectations and ensures that any additional requirements or enhancements are properly prioritized and planned for in subsequent project phases.
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KEY INSIGHT: By explicitly listing the in-scope and out-of-scope requirements, this level of detail helps to prevent scope creep, reduce the likelihood of unmet expectations, and foster a shared understanding between the customer and the project team. |
Ultimately, the in-scope and out-of-scope Phase 1 list of requirements is a crucial output of the Phase 1 Delivery Workshop, as it lays the groundwork for a successful and well-managed project implementation.
Initial Draft of Implementation Statement of Work (SOW) and Commercial Negotiations
Another critical output of the Phase 1 Delivery Workshop is the initial drafting of the Implementation Statement of Work (SOW) and the subsequent commercial negotiations regarding the SOW.
The Implementation SOW is a comprehensive document that serves as the foundation for the project's execution. It incorporates all the user stories and requirements that have been defined as in-scope for the first phase of the implementation. This ensures that the SOW accurately captures the customer's needs and the project team's planned deliverables.
Beyond the user stories, the Implementation SOW also includes detailed staffing plans, outlining the roles, responsibilities, and resource allocations required to successfully execute the project. A thorough timeline is also included, providing the customer with a clear understanding of the project milestones and delivery schedule.
Importantly, the SOW also explicitly documents the customer's expectations, ensuring that there is a shared understanding of the project's scope, objectives, and success criteria. This transparency helps to set the stage for a smooth and collaborative implementation process.
After the initial draft of the Implementation SOW is completed, the project team engages in commercial negotiations with the customer. These negotiations address any contractual or commercial aspects, such as pricing, payment terms, and any other relevant commercial considerations.
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KEY INSIGHT: By including the drafting of the Implementation SOW and the subsequent commercial negotiations as an output of the Phase 1 Delivery Workshop, the project team ensures that the foundation for the project is firmly established. |
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KEY VALUE: This proactive approach of this step helps to mitigate risks, align expectations, and pave the way for a successful project delivery. |
Customer Project Setup Support and Change Program Start
The final key output of the Phase 1 Delivery Workshop is the commitment to provide the customer with comprehensive support in setting up the project on their side, including the planning and execution of any necessary change management activities.
This support involves the project team closely collaborating with the customer to ensure a seamless project setup process. This includes assisting the customer in allocating the appropriate internal resources, such as project managers, subject matter experts, and technical personnel, to actively participate in the implementation.
Additionally, if the project scope includes change management activities, the project team will work with the customer to plan and initiate these critical efforts. This may involve developing communication strategies, crafting training materials, and establishing organizational change management processes to help the customer's employees adapt to the new solution.
By offering this customer-centric support, the project team demonstrates its commitment to setting the stage for a successful implementation. This hands-on approach helps the customer to be fully prepared and engaged, which in turn enhances the overall likelihood of the project's success.
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KEY INSIGHT: Inclusion of customer project setup support and change program start as a key output of the Phase 1 Delivery Workshop underscores the project team's collaborative approach to project delivery. It ensures the customer is empowered and equipped to actively participate in the implementation, leading to a smoother transition and the realization of the solution's full potential. |
Key Insights for Phase 1 Delivery Workshop Outputs
The Phase 1 Delivery Workshop appears to be a critical step in preparing for the actual implementation phase of a project.
Emphasis is placed on clear documentation, scope definition, data readiness, and thorough planning.
There is a strong focus on ensuring all aspects are covered before the project starts to avoid any delays or misunderstandings.
The involvement of multiple teams (Product team, SA CC lead, catalogue SA) indicates a collaborative approach to solution design and estimation review.
Detailed planning for staffing and timelines shows a structured approach to project management.