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Microsoft Project Template for Business Acquisition - PowerPoint

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					MCS




Microsoft Office PerformancePoint
           Server 2007
 Planning, Monitoring & Analytics
      Project Methodology
Table of Contents

Overview
Project Plan Tasks
   Envisioning
   Planning
   Developing
       Server Environment
       PerformancePoint Server Data Structures
       Data Integration, Custom Code & Migration Scripts
       Custom Dimensions, Rules and Calculations
       Form and Report Creation
       Dashboard Creation
       Security and Workflow
   Stabilizing
   Deploying
Post Deployment Considerations
                                            2
Overview




 Primary tasks and subtasks to implement
 PerformancePoint Server
 Each primary task has a time estimate
 Each primary task will have documentation and
 template resources to enable each task




                       3
Typical PerformancePoint Server Solutions

  Estimates are based on the following
     Planning Application
        One to three data sources
        Five to ten reports and forms
        Ninety percent of rules can be implemented as PerformancePoint
        Expression Language rules
     M&A Application
        One to three data sources
        15 to 20 Scorecards and Reports
        Moderate amount of source system complexity (no huge data
        quality issues)
        Moderate amount of data management sophistication
Glossary of Terms

  ETL – Extract, Transform and Load
  M&A – PerformancePoint Monitoring
  MCS – Microsoft Consulting Services
  OLAP – Online Analytical Processing
  Planning Business Modeler - PerformancePoint Planning Business
  Modeler
  Planning – PerformancePoint Planning
  QA – Quality Assurance
  QFE – Quick Fix Engineering
  RTM – Release to Manufacturing
  SLA – Service Level Agreement
  SME - Subject Matter Expert
  SP – Service Packs
  SSAS - SQL Server 2005 Analysis Services
  SSIS – SQL Server 2005 Integration Services

                                  5
Project Plan Tasks – PerformancePoint Planning


                                             Microsoft Solutions Framework Project Phases
 Envisioning       Planning                              Developing                            Stabilizing         Deploying


                                                                                                                         Enhance

                                                        Modeler Tasks
                                                                         Build and Test:
                                                                      Custom Dimensions &
                                               Create Data                                           User
  Scoping                                                                     Rules
                                                Structures                                        Acceptance        Deploy
    and                                                                 Form and Report
                              Architecture                                                           Test
   Project     Specifi                                                       Creation
  Planning                        and                                 Security and Workflow
               cations
                                Design
                                                                   Build and Test:
                                               Build Dev/Test                            Performance
                                                                   ETL, code, and                                        Sustain
                                               Environment(s)                                Test
                                                                   migration script


                                                   Hardware/Data/Technical
                                                           Tasks

                                                                 Project Management
                                                                                                               6
Project Plan Tasks – PerformancePoint Monitoring


                                                   Microsoft Solutions Framework Project Phases
 Envisioning          Planning                                        Developing                           Stabilizing     Deploying

         Solution Architect Tasks                    Data Architect Tasks                 Developer



                                                                               Data                                         Enhance
                                                      Create Data                                        Performance
                                                                            Acquisition
                                                       Structures                                            Test
                                                                              (ETL)
 Scoping                                              Data Marts,             Code,
   and                                                 Excel, etc.          Tools, etc.       Build
  Project                           Architecture
                 Specifi                                                                   Dashboard,      System
 Planning                               and                                                                                Deploy
                 cations                                                                   Scorecards,   Integration
                                      Design                                 Optional        Reports         Test

                                                          Build
                                                                            Build Cubes
                                                     Environment(s)                                         User
                                                                             (Optional)
                                                     (Dev and Test)                                      Acceptance
                                                                                                            Test            Sustain

                                                         Hardware/Data/Technical
                                                                 Tasks

                                                                       Project Managment                               7
Project Plan Tasks: PerformancePoint Planning Timeline
                                                                            Month 1                  Month 2                   Month 3                   Month 4
       ID                   Task Name                  Duration
                                                                  w1       w2    w3   w4   w5   w6     w7      w8   w9   w10   w11   w12   w13   w14   w15   w16   w17


        1   Envisioning                                   4d

        2      Scoping                                    4d

        3   Planning                                    3w 1d

        4      Project Planning                           3d

        5      Specifications                             3w

        6   Developing                                  7w 2d

        7      Architecture and Design                    3w

        8      Build/Test SSIS Packages                   2w

        9      Build/Test Custom Dimensions, Rules        2w

       10      Build Server Environment – Dev/Test        2d

       11      Build Server Environment - Production      2d

       12      Build Data Structures                      2d

       13      Build/Test Forms/Reports                   2w

       14      Build Security/Workflow                    2d

       15 Stabilizing                                   2w 3d

       16      Performance Test                           1w

       17      Operations/Maintenance Guide             1w 2d

       18      User Acceptance Test                       2w

       19 Deploying                                       3d

       20      Deploy to Production                       3d


                                                                       8
Project Plan Tasks: PerformancePoint Monitoring Timeline


                                                                      Month 1                  Month 2                   Month 3                   Month 4
     ID                    Task Name                 Duration
                                                                w1   w2    w3   w4   w5   w6     w7      w8   w9   w10   w11   w12   w13   w14   w15   w16   w17


     1    Envisioning                                   4d

     2       Scoping                                    4d

     3    Planning                                    3w 1d

     4       Planning                                   3d

     5       PPS Specifications                         3w

     6    Developing                                   10w

     7       Architecture and Design                    3w

     8       Build Server Environment – Dev/Test        1w

     9       Build Server Environment - Production      2d

     10      Build/Test SSIS Packages, DI,              3w

     11      Build Data Structures                    2w 2d

     12      Build Dashboards                           3w

     13   Stabilizing                                  2w

     14      Performance Test                           1w

     15      System Test                                2w

     16      User Acceptance Test                       2w

     17      Operations/Maintenance Guide               1w

     18   Deploying                                     3d

     19      Deploy to Production                       3d



                                                                9
Project Plan Tasks: Project Pre-Requisites

  Project
     Implementation based on RTM and latest QFEs and SP
     Implementation project has active support at all levels of management
     Client internal resources are trained on products, have adequate
     bandwidth, and have no impediments to start the project
     Client has identified and approved a consultant/implementation
     partner
     Client agrees to follow the MCS prescribed implementation
     methodology
         Check points/designated peer reviews
     Client has identified an internal Project Manager/ Steering Committee
  Time Estimate
     Time estimates represent dedicated work effort for one person
     Some tasks will be performed concurrently


                                   10
Envisioning Phase
                           Time Range to Complete: 3-5 days


   Analyze and document business processes
   Prioritize based on improvement impact, readiness, and relative importance
   Identify an initial scope that can be built and deployed within a 3-4 month timeframe
   A process that can be implemented end-to-end and then expanded to other processes
   Examples:
        Forecast process only (expand to Budgeting process as a next phase)
        Revenue only (expand to Operational Expenses and Headcount as the next phase)
        Data input only (expand modeling capabilities as the next phase)
        Revenue and Sales Monitoring (expand to product profitability as the next phase)
   Build a roadmap for subsequent or parallel phases




Supporting Document: Preliminary Requirements Gathering and Scoping Questionnaire

                                            11
Planning Phase
                       Time Range to Complete: 2-4 Days

   Identify resources for roles
      Steering committee
      Internal resources (process SME)
      Engagement partner (selection process not included in timeframe
      above)


   Create a Project Plan
      Tasks, resources, work effort
      Major milestone reviews
      Lead time to order hardware
      IT hosting (or outsource hosting)


   Implement a Change Control Process
Supporting Documents: Planning Project Plan Template; M&A Project Plan Template
                                      12
Roles Defined
  Steering Committee                                                   Form/Report Builder(s)
         In-depth knowledge of implementation objectives and                 Excel Experience and knowledge of OLAP terminology
         stakeholders                                                        Trained on the PerformancePoint Add-in for Excel
         Provide oversight for the implementations                           Create Forms and Reports
         Remove roadblocks
         Control scope                                                 Dashboard Developer
                                                                             OLAP and/or SQL Skills
         Approve and provide funding
                                                                             Trained on PerformancePoint Dashboard Designer
                                                                             Reporting Services/ProClarity Development
  Project Manager
        Experience with Project Management Methodology and             SSIS Programmer(s)
        Tools                                                                 SSIS/SSAS Expertise
        Manage team                                                           Experience with PerformancePoint Planning Command Utility
        Manage project plan deliverables                                      Create SSIS packages
        Manage Task plan                                                      Write Custom code
        Manage communication between team and Steering Committee              Load data

  Project Lead                                                         Hardware Configuration Manager(s)
                                                                             Background in hardware configuration
        In-depth knowledge of PerformancePoint Server
                                                                             Configure hardware
        Previous successful PerformancePoint Server implementation           Coordinate with hosting
        experience
                                                                             Scaling
        Manage and coordinate implementation and configuration tasks
                                                                       QA Tester(s)
  Architect (can be same as Project Lead)                                    Background as a test manager
         In depth knowledge of PerformancePoint Server                       Configure performance test software
         Architecture                                                        Write test scripts
         Prior successful PerformancePoint Server implementation             Write functional test plans
         experience
         Knowledge of OLAP                                             SME(s)
         Design implementation end-to-end                                       Knowledge of current process, tool and business
                                                                                requirements
                                                                                Provide detailed requirements to enable tool configuration
  Modeler(s)
                                                                                Assist with modeler configuration and form/report creation
       In depth knowledge of Planning Business Modeler
       Knowledge of OLAP
       Collaborate with the Architect
       Configure Planning Business Modeler
                                                                         Note: Bold items are required skills and non-bold items are role tasks.



                                                                  13
Planning Specifications
                             Time Range to Complete: 3-6 Weeks
    Create a hybrid consolidated document (Requirements + Functional Specification) in
    PerformancePoint Server terms
    Document in terms of Planning
        Data sources (all feeds in and out)
             Data source table structure and how that relates back to the Planning data structure
        Input templates and forms
             Map out each input form and output report
                   Columns, rows and filters in terms of dimensionality
             Hierarchy aggregations
             Input areas versus pre-fed data (note sources)
             Level of input as compared to the source hierarchies
        Business rules
             Rules assessment (complexity and scope of rules will determine the type of implementation)
        Process flows
             Model concepts
             Workflow and security
    Know the features/limitations of the tool to determine which processes can be incorporated
    Identify performance and maintenance expectations
    Optional: Build proof of concept or prototype
Supporting Documents: PerformancePoint Server Specifications Template
                                                  14
M&A Specifications
                             Time Range to Complete: 3-6 Weeks
    Create a hybrid consolidated document (Requirements Document + Functional
    Specification) in PerformancePoint Server Terms
    Document in terms of M&A
        Data sources (all feeds in and out)
              Source System Data Profiling (if applicable)
              Data Acquisition Business Rules
              Excel Spreadsheet definition (if applicable)
        Dashboards
              Key Performance Indicators and Scorecard Definition
              Dashboard Design and Layout
                   Scorecard and Report View Definition
                   Define Reporting Audiences and Functional Requirements
    Know the features/limitations of the tool to determine which processes can be incorporated
    Identify performance and maintenance expectations
    Optional: Build proof of concept or prototype




Supporting Documents: PerformancePoint Server Specifications Template
                                                 15
Planning Architecture and Design
                           Time Range to Complete: 2-4 Weeks

•   Document and review design before building the application
•   Document configuration of the application
•   What models are required and how does data flow between the models?
     •  Source models versus Input models
     •  Assumption models
     •  Consolidation model
     •  Reporting model
•   What dimensions/measures are needed for each model?
•   What hierarchies/properties are needed?
     •  Which hierarchies can be sourced through Planning Command Utility?
     •  Which hierarchies need to be custom created in Planning vs. flat files?
     •  What properties are needed for views and/or custom ETL?
•   Business rules
     •  Determine optimal rule types for each business rule




                                              16
Planning Architecture and Design Continued



   Document data flow
      Mappings between models
      From sources to data warehouse to staging
      From staging to models
      Data flow between models
      Data flow from form contributor to models
      Flow from assumption models to primary models
   Identify process for moving data for the above
      SSIS packages
      Rules
      Planning Command Utility


Supporting Document: Design Configuration Template

                                     17
M&A Architecture and Design
                                 Time Range to Complete: 2-4 Weeks

•   Document and review design before building the application
•   Document configuration of the application components
      •   SharePoint Portal Server
      •   PerformancePoint Monitoring Server
      •   ProClarity Analytics Server
      •   Database Server (if applicable)
      •   Security
•   Data Acquisition
      •   Document Data Flow Between Sources and Warehouse
      •   Transformations and Business Rules
•   Data Model (if applicable)
•   OLAP Model (if applicable)
•   Report Requirements


Supporting Document: Design Configuration Template


                                                     18
Server Environment/Migration Plan
          Time Range to Complete: 1-2 Days per Server Environment

  Build out separate server environments
      Development
      Test
      Production

  Minimum requirements (development/test should mimic production)
     Development/test
     Production

  Configure hardware

  Load required software




                                   19
Planning Configuration – Create Data Structures

                      Time Range to Complete: 1-3 Days




  Create data structures to enable Planning Command Utility and custom
  code tasks
  Create application shell for populating data
     Create application
     Create calendar and time views
     Create custom dimensions
     Create dimension properties
     Create models
         Add dimensions/membersets
         Set model properties




                                    20
M&A Configuration - Create Data Structures
     Time Range to Complete: 1 to 2 weeks (varies based on sophistication)




  Create data structures (dimensional data mart, data store, etc.) to support
  ongoing reporting requirements/cubes (if applicable)
  Create staging environment for applying business rules to source data
  through transformations (if applicable)
  Create OLAP structures to support reporting requirements (if applicable)
  Create Excel spreadsheet to source data from (if applicable)




                                     21
Planning: ETL, Code & Migration Scripts

   Time Range to Complete: 2-5 days per Data Feed/SQL Data Move within the Application

   Coding:
      ETL for each data feed
      SQL code for data moves within the application
   Configuration:
       Staging to application (Planning Command Utility)
   Migration
      Scripts to promote the application from development via test to the production
      environment
   Testing
      Data validation
      Unit testing for each feed
      Unit testing for each data move
      Migration/portability testing




                                          22
M&A: Data Acquisition

   Time Range to Complete: 5 days per Data Feed (varies based on complexity/approach)

  Data Acquisition:
      Extracts for each data source
      Transformations and implementation of business logic
  Testing
      Data validation
      Unit testing for each feed
      Unit testing for each data move
  Optimize
      Spend the time to optimize code for better performance




                                          23
Planning: Customize Dimensions & Rules

                      Time Range to Complete: 1-3 weeks



   Create Custom Members and Membersets
   Create PPS rules for each model - Complexity of rules determines
   time required (Average 1 day per rule)
   Unit testing of rule output and rule sequencing
   Create Mapping Dimensions (dimensions used for moving data
   using business mapping rules)




                                     24
Planning: Forms and Report Creation
             Time Range to Complete: 1-2 days per Form/Report


  Create and publish input forms and output reports
  Unit Testing
     Writeable region/security
     Validate data results against source and requirements




                                   25
M&A: Dashboard Creation
            Time Range to Complete: 2 days per Scorecard/Report


  Create and publish dashboard component
  Unit Testing
     Security
     Validate data results against source and requirements




                                   26
Planning: Security and Workflow
                     Time Range to Complete: 2-3 days


  Configure full scale of User Security in Test and Production
     Developer access is all that is needed in the development
     environment
  Create roles
     Set role level security
  Load users
     Set user level security
  Unit test:
     Test security against the input forms and output reports
     Test rule job security




                                   27
Planning Stabilization: Input Forms
        Time Range to Complete: 1-2 days Setup + 1 day per Form/Report


   Load test input form
      Test primary forms to determine impact of concurrent user load on
      performance
      Determine whether environment capacity will be sufficient to meet
      requirements before end-users are on the system
      Test in an environment that mimics production
      Test against pre-defined performance benchmarks
   Configure performance tool to the application and forms
   Conduct load testing
   Document results
   Determine if changes in design are needed (typically form design
   changes and/or rule scoping)

Supporting Documents: Performance Testing White Paper

                                     28
Planning Stabilization: Operations and Maintenance Guide
                     Time Range to Complete: 1-2 Weeks

   Document steps to run the cycles
      Cycles & assignments/schedule current period
      Scheduled jobs
      Rule parameters
      Data validation
      Output report review and validation
   User form input guide
   Modeler, SSIS maintenance, SQL log management
   Establish and document application support model
      Back-up and Restore procedures
      SLAs with user community


Supporting Document: Operations and Maintenance Guide Template

                                     29
M&A Stabilization: Operations and Maintenance Guide
                      Time Range to Complete: 1-2 Weeks

   Documentation of
      Data acquisition components and schedules
      Scorecards and Reports
      Business Rules applied to the data throughout the various layers of
      the application
   Scorecard User Administration and Usage Guide
   Establish and document support model
      Back-up and Restore procedures
      SLAs with user community




Supporting Document: Operations and Maintenance Guide Template

                                     30
Planning Stabilization: User Acceptance Test (UAT)
            Time Range to Complete: 1-5 days for UAT + 1/2 Day per Documented Use Case
   Document use cases by form
        Data input scenarios
        Filter usage
        Calculation scenarios
        Collect form performance data
        Assignment
        flow (review/approval)
   Document use cases for process/tool owners
        Test operations and maintenance
   Test use case scripts
   User Acceptance Test
        Identify and train UAT user group
        Configure security and workflow for UAT
        Conduct UAT
   Review UAT results
        Identify required fixes
   Implement bug fixes (time not included above) – Benchmark time: 1-5 days
       If the design is right, this should be minimal

Supporting Documents: Test Plan Template

                                                  31
M&A Stabilization: User Acceptance Test (UAT)
           Time Range to Complete: 1-5 days for UAT + 1/2 Day per Documented Use Case
   Document use cases by Dashboard
       Dashboard Configuration
             Key Performance Indicators
             Scorecards Views
             Filter/Dimensionality
   Document use cases for process/tool owners
       Test operations and maintenance
   Test use case scripts
   UAT
       Identify and train UAT user group
       Configure security for UAT
       Conduct UAT
   Review UAT results
       Identify required fixes
   Implement bug fixes (time not included above) – Benchmark time: 1-5 days
       If the design is right, this should be minimal


Supporting Documents: Test Plan Template

                                             32
Planning: Deployment
                       Time Range to Complete: 2-4 days

   Train user base
      Modelers
      Global, data, and user administrators
      Input form contributors
      Output report reviewers and approvers
      Support tiers
   Deploy server environment to hosted environment
   Deploy final application to production environment
      Run migration script
      Migrate SSIS packages
      Import input forms and output reports
      Set up security and workflow
      Other manual migrations steps
Supporting Document: Training Plan Template

                                      33
M&A: Deployment
                       Time Range to Complete: 2-4 days

   Train user base
      Power User Training
          Dashboard Developers
          ProClarity Users
      End User Audiences
   Deploy server environment to hosted environment
   Deploy final application to production environment
      Historical Data Loads (if applicable)
      Migrate SSIS packages (if applicable)
      Deploy Dashboards and Other Reports
      Configure SharePoint site and security




Supporting Document: Training Plan Template

                                      34
Post Deployment Considerations


 Sustain
    Hardware support/IT hosting
    User security and ongoing training support
    Ongoing ETL/data integration support

 Enhance
    Iterate through phases identified on roadmap during scoping phase




                                  35

				
DOCUMENT INFO
Description: Microsoft Project Template for Business Acquisition document sample