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Image RemovedThis article provides an overview of the Phase 1 Delivery Workshop (S4) for Pricefx Prescriptive Delivery methodology. It covers the duration, goals, and factors that can affect the length of the workshop.

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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

Duration of the Workshop

The duration of the Phase 1 Delivery Workshop can vary, ranging anywhere from 3 hours to 3 days in length.

It's important to note that the workshop does not necessarily need to be held in a single, continuous session. Instead, the workshop can be broken up into multiple "touchpoints" or meetings over an extended period of time, as long as the required deliverables are completed by the end.

This flexibility in format allows the workshop to be structured in a way that best fits the specific needs and constraints of the project and the participants involved. The key is ensuring all necessary outputs and work products are delivered, regardless of whether it's done through one long workshop or multiple shorter sessions.

Goal of the Workshop

The primary and overarching goal of the Phase 1 Delivery Workshop is to meticulously define and outline the detailed scope for the initial delivery project. This comprehensive scoping exercise is a crucial foundation for the successful execution of the project.

Beyond simply defining the scope, the workshop also aims to convert this detailed scope into configuration-ready user stories. This transformative process ensures that the project scope is translated into a format that is readily implementable and aligned with the configuration needs of the solution.

By thoroughly defining the scope and converting it into user stories, the workshop lays the groundwork for a seamless and efficient delivery process. This diligent approach guarantees that the project team has a clear and comprehensive understanding of the deliverables, allowing them to plan, configure, and execute the work with precision and effectiveness.

Factors Affecting Duration

The following are the key factors impacting the duration of the workshop:

Shorter Duration (3 hours)

In instances where the scope of the first delivery project is narrowly focused on specific functional areas, such as Performance Appraisal (PA), Continuous Improvement Process (CIP), Sales Incentive Plan (SIP), or Plasma, the duration of the Phase 1 Delivery Workshop can be condensed to approximately 3 hours.

This shortened timeframe is possible when the project primarily involves following the standard Internal Configuration (IC) items with only minimal additional customization required. The customer has already established a mature, well-documented waterfall process and is willing to share this critical information during the sales cycle.

Importantly, the customer's data is also in a state that requires no manipulation or significant preparation work. This level of readiness and alignment with the standard configuration options allows the workshop to be conducted in a more streamlined and efficient manner, without the need for extensive discovery or data-related activities.

Longer Duration (3 days)

In contrast, when the scope of the first delivery project involves more complex, process-oriented modules such as Price Setting, Agreements, or Rebates, the Phase 1 Delivery Workshop can require a significantly longer duration, extending to approximately 3 days.

This extended timeframe is necessary due to the inherent complexities associated with these process-oriented functionalities. Unlike the more isolated, feature-specific areas covered in the shorter workshops, these modules often have intricate interdependencies and require extensive discussions to thoroughly define and align on the requirements.

Furthermore, the project scope is likely to involve significant deviations from the standard Internal Configuration (IC) items, necessitating a more comprehensive and collaborative approach to defining the necessary customizations. This increased level of complexity demands a more in-depth exploration of the customer's existing processes and workflows, which must be meticulously documented and integrated into the workshop's deliverables.

Equally important is the need to dedicate substantial time to defining the project's waterfall, ensuring that all stakeholders have a clear and shared understanding of the timeline, milestones, and interdependencies. This comprehensive planning exercise is crucial for setting the stage for a successful and well-coordinated delivery.

Key Insights of Phase 1 Delivery Workshop

Preparation and Readiness

The overall readiness and preparedness of the customer has a significant impact on the duration of the Phase 1 Delivery Workshop. When the customer is well-prepared and has established mature, well-documented processes, it can greatly streamline the workshop proceedings. In these instances, the customer is able to readily provide the necessary data, details, and information required for the project, allowing the workshop to be conducted in a more efficient and condensed timeframe.

Conversely, if the customer is less prepared or has not yet fully developed their processes, it can considerably extend the duration of the workshop. This lack of preparedness necessitates a more in-depth discovery phase, where the project team must invest significant time and effort to thoroughly understand the customer's requirements, workflows, and data landscape.

Scope Complexity

The inherent complexity of the project scope is another key factor that can influence the duration of the Phase 1 Delivery Workshop. When the scope involves process-oriented modules, such as Price Setting, Agreements, or Rebates, the workshop duration is likely to be extended. These complex, interconnected functionalities require more extensive discussions, analysis, and detailed configuration planning to ensure a comprehensive and aligned understanding of the requirements.

The increased complexity of the process-oriented scope demands a more thorough and meticulous approach, with the project team dedicating additional time to exploring the nuances, interdependencies, and customization needs associated with these modules.

Customization Needs

The level of customization required for the project also plays a significant role in determining the duration of the Phase 1 Delivery Workshop. When the scope aligns closely with the standard Internal Configuration (IC) items, requiring minimal deviations, the workshop can be completed in a more streamlined manner. However, as the project's customization needs increase, with a greater number of unique requirements, the workshop duration will correspondingly extend.

This is because the project team must invest additional time and effort in carefully defining, documenting, and planning for the more complex customization efforts required to meet the customer's specific needs.

Data Handling

Finally, the data handling requirements of the project can also impact the duration of the Phase 1 Delivery Workshop. If the customer's data is in a state that requires manipulation or extensive preparation, the project team will need to allocate additional time to ensure accurate data integration and handling. This data-related work is crucial for enabling the successful configuration and implementation of the solution, and it must be thoroughly addressed during the workshop.

In summary, the customer's preparation and readiness, the complexity of the project scope, the level of customization required, and the data handling needs are all key factors that can significantly influence the duration of the Phase 1 Delivery Workshop. By carefully considering and addressing these variables, the project team can ensure the workshop is conducted in a manner that aligns with the specific requirements of the project and sets the stage for a successful delivery.