Prescriptive Phase 1 Delivery Workshop

The goal of this workshop is to define the scope of the Phase 1 project with configuration-ready user stories​.
The client needs to be and feel ready. Expectations to be clear and managed.
Setting up the project for success and a short Time to Value.

Doesn’t have to be one workshop. There can be multiple touchpoints over some time, as long as the deliverables get done​.

Duration depends on the scope​.
Range: 3 hours – 3 days.

Shorter workshop duration if:​

• The scope is PA/CIP/SIP/Plasma​ only

• Very limited additional configuration​

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

• No data manipulation (complete waterfall data)​

If all of the above are true, the workshop is essentially a data mapping exercise.

Longer workshop duration if:​

• the scope is around a process-oriented module like Price Setting, Agreements, and Rebates modules​

• there are many deviations from the IC items​

• we need to spend time significant time on the waterfall definition​

Expected output:

• Set of use cases and user stories with acceptance criteria which will be input to SOW (BA)
  All additional requirements must be covered in detail including the design in the user stories.
  Using Accelerators and design to scale.

• Price Waterfall definition level 2. To be used in PriceAnalyzer and SIP/CIP/Plasma.
  Order of magnitude ~25 elements (BA)

• Data readiness. Data specification complete. Data delivery plan.
  The first data drop needs to be received before the Project Initiation.
  The DRM team hands over the DRM process to the team executing the workshop (PM/SA)

• Solution Design and Estimations Review with Product team, SA CC lead, catalogue SA (PM/SA)

• In-scope and Out-of-scope Phase 1 List of Requirements. (SolSales)
  Manage client expectations.

• The initial draft of implementation SoW and Commercial negotiations on SoW. (SolSales)
  Commercial negotiations to follow.

• Customer Project Setup Support and Change program start (if in-scope) (Education)
  
  

Supporting the client in setting up a project on their side.
Gathering the right resources in the right capacities (Business/IT/Data) for all project phases.
If applicable, make a plan for the change management activities.