Project Management Software

Project KickStart - Software Installation & Implementation Plan Template
(example uses Act! 2007 as software example)


Assignments


The following project was created using a template from Project KickStart Free Trial. The free trial can be downloaded at http://projectkickstart.com/downloads/download_free_trial.cfm. Please call with any questions: 510.644.0694.

Sales Director

#

Task Name

Assignments

2

Define reason for upgrade

Sales Director

3

Estimate timeline for project

Sales Director

4

Determine impact on current ACT! users

Sales Director

5

Define project team

Sales Director

6

Identify AirPac employees needed for project

Sales Director

7

Identify outside resources needed throughout the project

Sales Director

8

Hold project kick-off meeting to brief all on the project goals and tasks

Sales Director

9

Confirm area of responsibility for each participant and elicit realistic time commitments

Sales Director

10

Assign initial tasks, deliverables and due dates

Sales Director

11

Review Hardware requirements for upgrade

Sales Director, Systems Support, Network Administrator

12

Gather information on existing network hardware

Systems Support, Sales Director, Network Administrator

13

Meet with Network Admin folks to discuss implications on existing server

Sales Director, Network Administrator

14

Identify purchases that need to be made for the network

Systems Support, Sales Director

15

Gather information on each individual workstation (desktop and laptop)

Systems Support, Sales Director, Network Administrator

16

Identify purchases that need to be made for all workstations

Systems Support, Sales Director

17

Develop cost estimate for network manager to install new network hardware

Sales Director, Network Administrator

18

Estimate costs and resource requirements of project

Sales Director

19

Estimate internal resource demands (who and how many hours)

Sales Director

20

Estimate hardware and software costs

Sales Director, Systems Support

21

Estimate ongoing maintenance costs

Sales Director

22

Estimate training costs

Sales Director

23

Present 'white paper' (needs analysis + system design + prelim project estimate) to management for project approval

Sales Director

26

Distribute brief RFP to short list of ACT! Consultants

Sales Director

34

Select ACT! Consultant

Sales Director

38

Sign contract

Sales Director

44

Install Hardware needed for upgrade

Sales Director

45

Determine who will install new hardware for the network

Sales Director, ACT Consultant

46

Purchase hardware for the network

Sales Director, Systems Support

49

Determine who will install new hardware needed for each workstation

Sales Director, Systems Support, ACT Consultant

50

Purchase any accessory hardware needed for the work stations

Sales Director, Systems Support

51

Install any of the hardware needed for the workstations

Sales Director, Systems Support, Network Administrator

52

Document all changes made to each workstation

Sales Director

53

Install Software

Sales Director, ACT Consultant

54

Determine which vendor will install the software on the network and each workstation

Sales Director, Network Administrator

55

Schedule meeting with vendor and work on time line for upgrade

Sales Director, ACT Consultant

56

Purchase software from Sage or vendor

Sales Director

57

Determine what we can do on workstations and network to prepare for upgrade

Sales Director, Systems Support, ACT Consultant

58

Assign person in-house to ensure all systems are ready for software upgrade

Sales Director, Systems Support

59

Back up data on server

Sales Director, Systems Support

62

Determine if additional software/hardware will be needed for automated database backups

Sales Director, ACT Consultant

66

Automate data cleanup as much as possible (identify if records can be deleted)

Sales Director, ACT Consultant

67

Modify/prepare data for import by running cleanup routines, etc.

Sales Director

69

Review data once it is in the new system (does it appear to be correct?)

Sales Director, ACT Consultant

74

On-line data review by data "experts"  (those who know what the data should look like)

Sales Director, ACT Consultant

76

Determine if old reports and templates will work with new database

Sales Director, ACT Consultant, AirPac Sales Team

77

Design new reports

Sales Director, Network Administrator

78

Design new screen layouts

Sales Director, ACT Consultant

79

Customize database by adding/changing necessary fields and field labels to get the info needed

Sales Director, ACT Consultant, AirPac Sales Team, Marketing

85

Determine who will conduct training

Sales Director, ACT Consultant

86

Determine what training tools will be used to train users

Sales Director, ACT Consultant

87

Determine how ACT! administrator will be trained

Sales Director, ACT Consultant

88

Conduct training for ACT! administrator

Sales Director, ACT Consultant

89

Review tutorial or online resources to assist with training users

Sales Director, ACT Consultant

91

Determine if ACT! 2007 will be adequate for quotes

Sales Director, ACT Consultant

92

Research add-on programs for quoting software

Sales Director

93

Compare capabilities of add-on programs to ACT! 2007 to determine if we need to purchase additional software

Sales Director

94

Estimate cost involved with quoting solution

Sales Director

96

Determine if we can implement quoting solution or if we need an outside vendor

Sales Director

97

Implement quoting solution

Sales Director




ACT! 2007 Installation and Implementation
Systems Support

#

Task Name

Assignments

1

Define purpose of new software installation

Systems Support

11

Review Hardware requirements for upgrade

Sales Director, Systems Support, Network Administrator

12

Gather information on existing network hardware

Systems Support, Sales Director, Network Administrator

14

Identify purchases that need to be made for the network

Systems Support, Sales Director

15

Gather information on each individual workstation (desktop and laptop)

Systems Support, Sales Director, Network Administrator

16

Identify purchases that need to be made for all workstations

Systems Support, Sales Director

20

Estimate hardware and software costs

Sales Director, Systems Support

46

Purchase hardware for the network

Sales Director, Systems Support

49

Determine who will install new hardware needed for each workstation

Sales Director, Systems Support, ACT Consultant

50

Purchase any accessory hardware needed for the work stations

Sales Director, Systems Support

51

Install any of the hardware needed for the workstations

Sales Director, Systems Support, Network Administrator

57

Determine what we can do on workstations and network to prepare for upgrade

Sales Director, Systems Support, ACT Consultant

58

Assign person in-house to ensure all systems are ready for software upgrade

Sales Director, Systems Support

59

Back up data on server

Sales Director, Systems Support




ACT! 2007 Installation and Implementation
Network Administrator

#

Task Name

Assignments

11

Review Hardware requirements for upgrade

Sales Director, Systems Support, Network Administrator

12

Gather information on existing network hardware

Systems Support, Sales Director, Network Administrator

13

Meet with Network Admin folks to discuss implications on existing server

Sales Director, Network Administrator

15

Gather information on each individual workstation (desktop and laptop)

Systems Support, Sales Director, Network Administrator

17

Develop cost estimate for network manager to install new network hardware

Sales Director, Network Administrator

47

Install new hardware for the network

Network Administrator

48

Document all changes made to network

Network Administrator

51

Install any of the hardware needed for the workstations

Sales Director, Systems Support, Network Administrator

54

Determine which vendor will install the software on the network and each workstation

Sales Director, Network Administrator

77

Design new reports

Sales Director, Network Administrator




ACT! 2007 Installation and Implementation
ACT Consultant

#

Task Name

Assignments

45

Determine who will install new hardware for the network

Sales Director, ACT Consultant

49

Determine who will install new hardware needed for each workstation

Sales Director, Systems Support, ACT Consultant

53

Install Software

Sales Director, ACT Consultant

55

Schedule meeting with vendor and work on time line for upgrade

Sales Director, ACT Consultant

57

Determine what we can do on workstations and network to prepare for upgrade

Sales Director, Systems Support, ACT Consultant

60

Install software on server

ACT Consultant

61

Install software on each workstation

ACT Consultant

62

Determine if additional software/hardware will be needed for automated database backups

Sales Director, ACT Consultant

64

Map out data conversion

ACT Consultant

65

Identify any data "problem areas" and detail method for correction

ACT Consultant

66

Automate data cleanup as much as possible (identify if records can be deleted)

Sales Director, ACT Consultant

68

Import initial system dump once hardware and software are in place

ACT Consultant

69

Review data once it is in the new system (does it appear to be correct?)

Sales Director, ACT Consultant

70

Identify any modifications to import process or routines that will be required for final import

ACT Consultant

71

Generate final system database conversion

ACT Consultant

72

Modify  and prepare for import

ACT Consultant

73

Import final database

ACT Consultant

74

On-line data review by data "experts"  (those who know what the data should look like)

Sales Director, ACT Consultant

76

Determine if old reports and templates will work with new database

Sales Director, ACT Consultant, AirPac Sales Team

78

Design new screen layouts

Sales Director, ACT Consultant

79

Customize database by adding/changing necessary fields and field labels to get the info needed

Sales Director, ACT Consultant, AirPac Sales Team, Marketing

81

Determine which computers need synchronization routine

ACT Consultant

82

Set up automatic sync for contact records and templates and attachments

ACT Consultant

83

Test sync between laptops and network

ACT Consultant

85

Determine who will conduct training

Sales Director, ACT Consultant

86

Determine what training tools will be used to train users

Sales Director, ACT Consultant

87

Determine how ACT! administrator will be trained

Sales Director, ACT Consultant

88

Conduct training for ACT! administrator

Sales Director, ACT Consultant

89

Review tutorial or online resources to assist with training users

Sales Director, ACT Consultant

91

Determine if ACT! 2007 will be adequate for quotes

Sales Director, ACT Consultant




ACT! 2007 Installation and Implementation
AirPac Sales Team

#

Task Name

Assignments

76

Determine if old reports and templates will work with new database

Sales Director, ACT Consultant, AirPac Sales Team

79

Customize database by adding/changing necessary fields and field labels to get the info needed

Sales Director, ACT Consultant, AirPac Sales Team, Marketing




ACT! 2007 Installation and Implementation
Marketing

#

Task Name

Assignments

79

Customize database by adding/changing necessary fields and field labels to get the info needed

Sales Director, ACT Consultant, AirPac Sales Team, Marketing