SAP Business One Implementation Methodology

聽過SAP Business One的產品介紹,這個產品功能對中小型企業而言相當好, 操作及設定也十分方便
下面是SAP Bueinese One專案計畫步驟:

Project plan template :

1 Implementation Hand off from Pre sales
a. Collect as much information from the Pre-sales stage:
* Get First Meeting - Conversational Role Questions from Pre-sales.
* Get Evaluation Plan from Pre-Sales
* Get Organizational Impact Map from Pre-Sales
* Get Functional Requirements Assessment from Pre-Sales
* Get the Pre-Sales Representative to present the PROOF PRESENTATION to you. Ideally, join the Pre-Sales Representative at the customer site at that stage.
b. Identify unconventional business processes
c. Identify proposed solutions
d. Identify activity amount and data conversion amount if possible

2 Kick off Meeting with Customer
a. Present implementation methodology
b. Review Resources Available
c. Create Skills Matrix to Leverage Team Members Experience

3 Scope Analysis
a. Clarify and elaborate on All Business Processes defined in the pre-sales phase
b. Get customers business process needs in details. Divide into subjects:
* Sales Process
* Purchasing Process
* Inventory management
* Production process
* Financials and Chart of Accounts
* Sales Opportunities
* Service
* Banking
* SAP Business One hardware requirements vs. existing hardware (Allow time for any upgrades to hardware)
* Review Data conversion needs - type and amount of Data
* Establish any required integration points for third party
* Determine Backup and restore Strategy
c. Review Critical Success Factors in each section
d. Identify any limitations in the out-of-box solution and discuss work around
e. Document all major business process
f. Create a list of limitations or opportunities of the design
g. Review results of limitations and suggest improvements to current B.P.
h. Work Around possibilities - UDF's/Formatted Search/Queries/SDK
i. Establish the post production review parameters. (See Going Live Check List)

j. Create Project Plan and assign Tasks
k. Once all steps in the Scope Analysis phase have been completed, send to the client for sign off

4 Create and Agree on Monitoring Methods
a. Who on the team is responsible for tasks
b. What are the agreed upon benchmarks to judge the projects success
c. Determine how often will you check on the progress
d. Prepare periodic progress reports

5 Install and configure server and client machines
a. Install SAP Business One on Server per Install Guide
b. Install SAP Business One on Client Machines per Install Guide
c. Request & Install License from Service Market Place
d. Create databases for SAP Business One

6 Configure System set up
a. Complete System Initialization in SAP Business One
b. Complete Definitions in SAP Business One

7 Data Conversion
a. Establish data migration methodology based on import capabilities of each module and export capabilities of current system and prepare import data files
b. Deliver relevant template to customer, including user fields needed to be imported
c. Review Conversion Strategy doc - (See Section 4)
d. Refer to open balances document for specific information related to converting data (See Section 5)
e. Determine a timeline for data conversion based on the technical survey
f. Receive raw data for manipulation
g. Allow client to test the validity of their data once it has been converted
h. Obtain client sign off for imported data

8 Business Process Requirements - Execution Phase:
a. Create DB Backup after every major step has been completed
b. Create users and authorizations
c. Create User Defined Fields
d. Print out Templates
e. Define Numbering Series for Documents
f. Create queries as defined
g. Create formatted searches as defined
h. Create Reports as defined
i. Create Alerts as defined
j. Define Approval Procedures in Administration module
k. Configure Sales A/R
l. Configure Purchasing A/P
m. Configure Inventory
-1. Define Alternative Items
-2. Define Catalog Numbers
-3. Define Serial Numbers
-4. Define Batches
-5. Define Price Lists information that was not imported
n. Configure Production
o. Configure Service
p. Configure HR
q. Configure Sales Opportunities
r. Configure Financials
-1. Budgets
-2. Cost Accounting
s. Configure Banking
t. Configure Reports
u. Review users authorizations and adjust as necessary
v. Create customizations specific to users
-1. Screen Layouts
-2. Queries
-3. Reports templates - design and printing
w. Configure Service Manager per documentation in the installation package

9 User Acceptance Testing
a. Perform any necessary upgrade if a new patch was released.
b. Review the results and decide if ready for production
c. Simulate all major business processes defined above
d. Simulate major business processes with super user from the client side
e. Compare the data to established reports
f. Review results and have client sign off

10 Pre Go-Live Phase
a. Review go-live check list
b. Create or import Opening Balances
c. Create custom user manuals

(From www.sap.com)