Introduction
The purpose of the project initiation sprint is to set up the project on both the Pricefx side, but also (and more importantly!) on the customer’s side.
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The duration is typically 2-6 weeks.
Main activities
Typically the project starts when the PMs on both sides start their alignment. For guiding this we have the PFX Implementation Process Overview slide deck. This can be used as a template for the discussion with the customer.
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Setup the proper project governance (Project Board, SteerCo, Architecture board - as needed)
Appoint Project team according the agreed roles and manage their allocation
In case this is not properly done yet, make a write-up of the business requirements in user stories
Follow Pricefx Business User training
Plan all activities around needed changes to non-Pricefx systems
Plan all change management activities
Plan all data readiness related activities – ideally already start this before the actual project start
Especially data is very important and mostly underestimated. Emphasize this over and over again to our customers!
SoW Review & update project timeline
Review the SoW together, so there is a common understand on what is agreed contractually. This seems obvious, but very often this very often enlightens the customer on what was agreed we do
The project timeline is often created months before the actual start (as negotiations and getting an actual signature can take long). Therefore the plan needs to be updated based on constraints on both sides.
Prepare kickoff meeting
The kickoff meeting is not the Pricefx kickoff meeting. It is the joint project team’s kickoff meeting. Typically the structure is:
The Customer explains about the goals of the project, what they try to achieve etc
Our AE explains what Pricefx is
The customer’s PM explains the project plan
The Pricefx PM explains how we work together
Additional actions
Also in this phase it would be good to plan all meeting cadences already, so everyone’s agenda is blocked. This can be the following meetings:
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