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Launch meeting < Customer name >
Sage ERP X3 Standard Edition Implementation Project Location: <PLACE> Date: <DATE> Launch meeting < Customer name >
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Launch meeting Agenda Presentations Context
Presentation of Sage ERP X3 Standard Edition Methodology Project participants Presentation of the RACI Planning Schedule
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Launch meeting Agenda Presentations Context
Presentation of Sage ERP X3 Standard Edition Methodology Project participants Presentation of the RACI Planning Schedule
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Launch meeting Agenda Presentations Context
Presentation of Sage ERP X3 Standard Edition Methodology Project participants Presentation of the RACI Planning Schedule
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Launch meeting Contract overview
Implementation contract approval Date and signature Approved by Signatory's name Number of Users # users Type of Suite Distribution / Manufacturing Options purchased on the product range Yes/No Contract Type Time-and-Materials / Fixed cost Project Quality Plan validated by customer Sales presentation completed Majority of model PI001 completed Go-Live target date MM/DD/YY < To be completed >
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Launch meeting Customer expectations
Sage ERP X3 Standard Edition, customer reasons for their choice … Sage ERP X3 Standard Edition, customer goals Sage ERP X3 Standard Edition, customer commitment < To be completed >
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Launch meeting Agenda Presentations Context
Presentation of Sage ERP X3 Standard Edition Methodology Project participants Presentation of the RACI Planning Schedule
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Launch meeting Sage ERP X3 Standard Edition, Presentation of a solution
Sage ERP X3 Standard Edition, a functional solution Developed on the basis of our product expertise Based on a preliminary setup and configuration Designed around predefined functional roles Simple to learn and use through role-based process flows Adaptable to the company’s specific business rules Support for focused customization, where necessary Use reliable solutions Sage ERP X3 Standard Edition, an implementation solution Designed and developed on the basis of our experience Based on adapted methodologies Supported by specifically designed tools Supervise your project Easy Fast
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Launch meeting Sage ERP X3 Standard Edition, Presentation of a Solution
Sage ERP X3 Standard Edition also means … Using a solution … not designing it Accepting the preliminary setup Choosing between available options Getting familiar with the standard processes and functionalities Structuring your data Training your employees Complying with commitments ... and thus controlling lead-times and budgets Applying the Project Quality Plan Identifying Project Team and Key Users Preparing the consultants interventions Complying with the assigned intervention framework of consultants Making informed decisions quickly Economical
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Launch meeting Agenda Presentations Context
Presentation of Sage ERP X3 Standard Edition Methodology Project participants Presentation of the RACI Planning Schedule
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Launch meeting Methodology: Phases and Milestones
Project Launch Sign-off on Target Solution Description Installation of Target Solution Sign-off on Target Solution Sign-off on Final Production Testing Training Implementation Scoping Support Sign-off on Go-Live Plan Steering the project
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Launch meeting Methodology: Phases of the Project
Testing Training Implementation Scoping Support Launch Meeting Configuration of Target Solution Project Team Training Adjustments to Target Description Development Procedures Functional Overviews Data Migration End-User Training Production Start-up Scoping Interviews Acceptance Testing Assistance Preparation of Target Description Sign-off on Target Solution Description Installation of Target Solution Target Solution Go-Live Plan Final Production
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Launch meeting Methodology: Phase Tools
Testing Training Implementation Scoping Support Sales Presentation template Description of Target Solution Target Solution Customer Start-up Procedure Project Preparation tools Data Migration Kit Final Description Launch Meeting template Installation Procedures Support Steering Committee No. 3 Functional Overview templates (Getting Started) Acceptance Testing Report Standard Start-up Procedure Steering Committee No. 4 Scoping Interview templates Steering Committee No. 2 of Standard Solution Steering Committee No. 1
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Launch meeting Methodology: Deliverables by Phase
Testing Training Implementation Scoping Support Sales Presentation Sign-off Target solution adaptation Attendance Sheet Sign-offs Training report Assistance report for Customer Start-up RACI Sign-off installation Assistance report for Data Migration Report SC03 Launch Meeting Report Sign-off . Minutes No. 2 Acceptance Testing Report Sign-off Minutes No. 4 Minutes No. 5 Target Solution Installation Sign-off Start-up procedure review and Sign-off Presentation forms signed-off Assistance report for Customer Acceptance Testing Report SC01 Report SC02 Minutes No. 1 Minutes No. 3
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Launch meeting Agenda Presentations Context
Presentation of Sage ERP X3 Standard Edition Methodology Project participants Presentation of the RACI Planning Schedule
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Launch meeting Project participants: Resource Assignment
STEERING Project Manager Name of Project Manager Project Manager Consultant's name DBA Name of Key-User FINANCE Chief Accountant Name of Key-User Accounts Receivable Name of Key-User Consultant Consultant's name Accounts Payable Name of Key-User DISTRIBUTION Buyer Name of Key-User Material Buyer Name of Key-User Consultant Consultant's name Business Name of Key-User Sales Administration Name of Key-User Stock Manager Name of Key-User Warehouse Keeper Name of Key-User MANUFACTURING Design/Methods Name of Key-User Planning/Scheduling Name of Key-User Shop Floor Manager Name of Key-User Consultant Consultant's name Cost Controller Name of Key-User < To be completed >
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Launch meeting Project participants: Steering Committee
Project Manager Name General Management Name Financial Management Name Sales Management Name Production Management Name Project Manager Name of Project Manager Informatics Management Name < To be completed >
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Launch meeting Agenda Presentations Context
Presentation of Sage ERP X3 Standard Edition Methodology Project participants Presentation of the RACI Planning Schedule
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Launch meeting Presentation of the RACI
Description of responsibilities by profile For the Customer For the Integrator By tasks to be carried out What does RACI stand for? R for Responsible A for Accountable C for Consulted I for Informed Link to the RACI for presentation < to be updated >
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Launch meeting Agenda Presentations Context
Presentation of Sage ERP X3 Standard Edition Methodology Project participants Presentation of the RACI Planning Schedule
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Launch meeting Planning: Defining the project milestones
MM/DD/YY MM/DD/YY MM/DD/YY MM/DD/YY MM/DD/YY MM/DD/YY Installation of Target Solution Sign-off on Target Solution Description Sign-off on Target Solution Sign-off on Go-Live Plan Project launch Sign-off on Final Production Testing Training Implementation Scoping Support < To be completed >
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Launch meeting Planning: Integration workload by phase
Project launch Sign-off on Target Solution Description Installation of Target Solution Sign-off on Target Solution Sign-off on Final Production Testing Training Implementation Scoping Support Sign-off on Go-Live Plan 12 days 6 days 9 days 0 days < To be completed > 5 weeks 3 weeks 9 weeks 4 weeks Consultants Customers Deadline Steering: 5 days Technical help: 12 days Example of manufacturing suite < To be completed >
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Launch meeting Agenda Presentations Context
Presentation of Sage ERP X3 Standard Edition Methodology Project participants Presentation of the RACI Planning Schedule
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Launch meeting Schedule: Functional Overviews
Replace this with a snapshot and link to the updated PI001-5 tab in the PI001 (Preparing the Project) spreadsheet Availability of key users Prior reading of the Description of Standard Solution (SC001) On concerned domains On concerned modules < To be updated >
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Launch meeting Schedule: Scoping Interviews – List of interviews
Replace this with a snapshot and link to the updated PI001-7 tab in the PI001 (Preparing the Project) spreadsheet Interview list prepared With the Customer Project Manager Based on the sales presentation < To be updated >
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Launch meeting Schedule: Scoping Interviews - Planning
Replace this with a snapshot and link to the updated PI001-6a or PI001-6b tab in the PI001 (Preparing the Project) spreadsheet, depending on the suite type < To be updated >
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Launch meeting Schedule: next contractual deadlines
Sign-off on Target Solution Description Installation of Target Solution Sign-off on Target Solution Sign-off on Go-Live plan Sign-off on Final Production Project launch 1 2 Scoping Implementation Testing Training Support 1 – Delivery of Target Solution Description MM/DD/YY 2 – Delivery of Target Solution Description Sign-off < To be updated >
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Launch meeting Report Date of launch meeting report update following the remarks MM/DD/YY Report completed Sent to customer Validation by Steering Committee No Two copies submitted to the customer and integrator Customer signatory : Signatory title: Customer Initials Integrator signatory : Signatory title: Integrator initials < To be updated >
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