PLANNING Planning Implementation Setup Client Team Signed Work Order to Proceed Project Charter Worksheet Network - Preinstallation Worksheet Synergy Team Project Setup Communication and contact information Project Charter (Define Scope In Writing) Completed from worksheet Submitted for approval Approve Project Plan (Detail Project Plan and Timing) Draft Updated Other Project Planning Activites Kickoff Meeting Team Members SynergyPCentral Web Site Setup Setup Status Review Meeting NETWORK AND SOFTWARE INSTALL General Matters/Preparation Microsoft Software Install SharePoint technologies Fixed Assets Other Applications Validation of Network and Software Installation Validate all software is installed and o/s items resolved/flagged for follow-up Validate all network documentation is complete and uploaded CONCEPTUAL DESIGN DOCUMENTS General System Key, critical process defined and sign-off Security setups Page 1
Synergy Business Solutions, Inc. Example Implementation Project Plan
Shared Information Financials Multi-Company (Multiple databases?) Chart of Accounts Subaccounts Flexkey Definitions Financial Statements Financial Budgeting Accounting for Currency Transactions Accounting For Financial Statement Translation Accounting For Intercompany Transactions Validation of Financial Conceptual Design Validate all Conceptual Designs are accounted for Validate Conceptual Designs are signed and uploaded to Shared Doc'mts Project Controller Project Types and Setup Project Work Breakdown Structure Allocation Methods Rate Tables Project Budgeting Accounting For Direct Labor Accounting For Indirect Labor Accounting for Indirect Costs Accounting for Material Costs Accounting for Subcontract Costs Accounting for Travel Expenses Accounting for Reimbursable Costs Validation of Project Costs Items Validate that all project costs have been accounted for Validate that all Sign Off documents have been uploaded to Shared Doc'mts Accounting For Revenue - T&M Accounting for Revenue - Cost Plus Accounting For Revenue - Fixed Fee Validation of Project Revenue Items Validate that all project revenues have been accounted for Page 2
Synergy Business Solutions, Inc. Example Implementation Project Plan
Validate that all Sign Off documents have been uploaded to Shared Doc'mts Materials Management Procurement Requisitions Management Purchase Order Management Inventory Management Validation of Procurement Items Validate that all procurement components have been accounted for Validate that all Sign Off documents have been uploaded to Shared Doc'mts Payroll Define payroll integration (if applicable) Accounting For Payroll Accounting for Direct Deposit Accounting for Benefits Portal/SharePoint Business Portal Reporting Financial Statements FRx Security Validation of Reporting Items Validate that all reporting components have been accounted for Validate that all Sign Off documents have been uploaded to Shared Doc'mts Fixed Assets Fixed Asset Templates Fixed Asset Additions CONFIGURATION LIVE SYSTEM General System Setup Standard Security and Access Rights Approve General System Setup Financials Setup Multi-Company Setup General Ledger Setup Accounts Receivable Setup Accounts Payable Setup Cash Manager Page 3
Synergy Business Solutions, Inc. Example Implementation Project Plan
System Configuration Review - Synergy General Setups Setup screens Master record schemas\setup Chart of Accounts Subaccounts Account Categories Customers Vendors Inventory Items Projects Rate Table Allocation Methods Configuration document Approve Configuration PROCESS DOCUMENTS AND TESTING General System and Planning Develop Testing Plan from key, critical processes Monthly Close Calendar Financials Multi-Company Accounting Foreign Currency Accounting Financial Statement Translation Projects Project Setup Time and Material Fixed Price Cost Plus Fee Internal Projects Payroll Employee Setup Timecard Processing Payroll Calculations and Check Processing ACH Processing Payroll Journal Entries Page 5
Synergy Business Solutions, Inc. Example Implementation Project Plan
Payroll Taxes Portal/SharePoint Timecard Expense Reports Requisitions Reporting Balance Sheet Income Statement Fixed Assets Fixed Asset Additions Fixed Asset Disposals Fixed Asset Detail Reports Process Documentation\Testing Review Documentation Review Financial Projects\Allocator\Flexible Billing Other Monthly Calendar Updated Approval to proceed Testing Review Review testing plan for completeness Review outstanding issues for resolution Approval to proceed TRAINING General System Planning Develop Traning Plan Classroom System Administration Customization Manager Crystal Reports Custom Mutli Company Accounting Financials Classroom (Web Based Training Free) Page 6
Synergy Business Solutions, Inc. Example Implementation Project Plan
Classroom Frx Beginning FRx Advanced Custom None Fixed Assets Classroom None Custom Fixed Asset Training Assessment Assess training and go-live readiness CONVERSION Planning Preliminary Preliminary Conversion Plan Provide Transaction Import Files Final Final Conversion Plan Financials Preliminary General Ledger General Ledger Transactions Accounts Payable Vendors Open Accounts Payable Accounts Receivable Customers Open Accounts Receivable Cash Manager Bank Reconcilations Final General Ledger General Ledger Transactions Accounts Payable Page 8
Synergy Business Solutions, Inc. Example Implementation Project Plan
