Sample LOS Implementation Project Plan Tasks ID Task Name

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Sample LOS Implementation Project Plan Tasks ID Task Name Powered By Docstoc
					 Sample LOS Implementation Project Plan

                                          Tasks
ID   Task Name                        Duration       Resource Names
 1   LOS Implementation               134 days
 2   Requirements                     56 days
 3   Batch 1                          10 days
 4   Process Flow                     10 days
     Requirements
5    General Flow (e.g. by             3 days        BA2[13%],BA1[13%]
     Channel)
6    Flow by Business Unit             10 days       BA1[50%],BA2[50%]
     (origination(registraion),
     sales, processing,
     underwriting, closing,
     funding, post funding,
     compliance, QC)
7    Batch 1 Delivery                   0 days       BA1[80%],BA2[80%]
8    Batch 2                           20 days
9    Screens/Fields Analysis            5 days       BA1[50%],BA2[50%]
     - Functional Review of
     the LendingSpace
     solution
10   Assignments & Roles               5 days        BA2[50%],BA1[50%]
     Finalization
11   All Business Rules                15 days       BA2[33%],BA1[33%]
12   Loan                               5 days       BA2[50%],BA1[50%]
     Status/Tasks/Notification
     s
13   Batch 2 Delivery                   0 days       BA1,BA2
14   Batch 3                           31 days
15   Compliance (High Cost             10 days       BA3[30%]
     Data)
16   All Stips (Conditions)            10 days       BA3[60%]
17   All Fees                          10 days       BA3[50%]
18   All Programs                      10 days       BA3[50%]

19   Security                          5 days
20   Screen Security by Role           5 days        BA2[50%]
21   Credit Authority by User          2 days        BA2[25%]
22   Fees Access                       2 days        BA2[25%]

23   Stip Access                       2 days        BA2[38%]

24   Assignment Access                 2 days        BA2[25%]
25   Order Proc Access                 2 days        BA2[13%]

26   Code Values                       30 days       BA2[20%]




                                     50 Cragwood Road
                                          Suite 101
                                  South Plainfield, NJ 07080             Page 1
                                    Phone: 908-222-8100
 Sample LOS Implementation Project Plan

                                         Tasks
ID   Task Name                       Duration       Resource Names
27   Order Processing Rules           6 days        BA2
     (Appraisal/Title/Flood/Do
     c Prep)
28   Credit Payoff Rules               6 days       BA2[50%]
29   All Territories                   2 days       BA2[38%]
30   Holiday Calendar                  2 days       BA2[19%]
31   Batch 3 Delivery                  0 days       BA2
32   Special Requirements             10 days       BA3
33   Documents                        20 days
34   Documents Inventory              10 days       BA3[50%]
     Finalization
35   Document Set Selection           10 days       BA3[50%]
     and Conditions
36   Custom Documents                 10 days
     Mapping
37   Mapping of Document              10 days       BA3[50%]
     Fields
38   Third Party Interfaces           5 days
39   Credit Vendor                    5 days
40   Vendor Contract                  5 days        BA1[15%]
     Finalization
41   Flood                            5 days
42   Vendor Contract                  5 days        BA1[15%]
     Finalization
43   Freddie Mac LP                   5 days
44   Vendor Contract                  5 days        BA1[15%]
     Finalization
45   Fannie Mae DU                    5 days
46   Vendor Contract                  5 days        BA1[15%]
     Finalization
47   Corporate Interfaces             0 days
     (INTERNAL Client
     ITEM)
48   ASSUMING --NONE--                 0 days
49   Integration & Testing            76 days
50   Product Setup                    76 days
51   Configurations                   76 days
     Specifications Setup
52   Batch 1                           0 days
53   Batch 2                          30 days       QA3[42%],DEV2[42%],DEV3[42%],QA2[
                                                    42%]
54   Batch 3                          30 days       QA4[42%],QA3[42%],DEV4[42%],DEV3[
                                                    42%]
55   Client Specific Product          20 days
     Enhancements




                                    50 Cragwood Road
                                         Suite 101
                                 South Plainfield, NJ 07080                     Page 2
                                   Phone: 908-222-8100
 Sample LOS Implementation Project Plan

                                        Tasks
ID   Task Name                      Duration       Resource Names
56   Special Requirement 1          15 days        DEV1[67%],QA1[67%]
57   Special Requirement 2          15 days        DEV2[67%],QA2[67%]
58   Interfaces                      5 days
59   Third Party Interfaces          5 days
60   Credit                          3 days        INTF-DEV1
61   Flood                           2 days        INTF-DEV2
62   Freddie Mac LP                  3 days        INTF-DEV2
63   Fannie Mae DU                   3 days        INTF-DEV2
64   Documents Setup                15 days
65   Standard Docs Setup             5 days        DOC-DEV1,DOC-DEV2
     (e.g. VMP)
66   Custom Docs                     10 days       DOC-DEV2,DOC-DEV3
67   UAT (Client Functional          64 days
     Review)
68   Application Review              23 days
69   Iteration 1                     10 days       SUPPORT-1[16%],SYSTEM-1[16%]
70   LS Updates                       5 days       DEV1[50%],DEV2[50%],SYSTEM-2[50%]
71   Iteration 2                      5 days       SUPPORT-1[19%],SYSTEM-1[19%]
72   LS Updates                       3 days       DEV1[56%],DEV2[56%],SYSTEM-2[56%]
73   Third Party Interfaces          16 days
74   Crdit Vendor                     3 days       SUPPORT-1[13%],SYSTEM-1[13%]
75   Flood Vendor                     2 days       SUPPORT-1[13%],SYSTEM-1[13%]
76   Freddie Mac LP                   3 days       SUPPORT-1[13%],SYSTEM-1[13%]
77   Fannie Mae DU                    3 days       SUPPORT-1[13%],SYSTEM-1[13%]
78   LS Updates                       5 days       DEV1[75%],DEV2[75%]
79   Client Specific Items           15 days
80   Request 1                        5 days       SUPPORT-1[13%],SYSTEM-1[13%]
81   Request 2                        5 days       SUPPORT-1[13%],SYSTEM-1[13%]
82   LS Updates                       5 days       DEV3[75%],DEV4[75%]
83   Document Validation             38 days
84   Iteration 1                     15 days       DOC-DEV1[13%],SUPPORT-2[13%]
85   LS Updates                       5 days       DOC-DEV1,DOC-DEV2
86   Iteration 2                     10 days       DOC-DEV1[13%],SUPPORT-2[13%]
87   LS Updates                       3 days       DOC-DEV1,DOC-DEV2
88   Final Validation &               5 days       DOC-DEV1[13%],SUPPORT-2[13%]
     Closure
89   Final Closure (UAT              5 days        DOC-DEV1,DOC-DEV2
     Acceptance)
90   Documentation                   20 days
91   User Manuals Updates            20 days       DOCTEAM-1
     (if applicable)
92   Infrastructure Review          100 days
93   PC/Printer Compatibility        2 days        SYSTEM-1




                                   50 Cragwood Road
                                        Suite 101
                                South Plainfield, NJ 07080                    Page 3
                                  Phone: 908-222-8100
 Sample LOS Implementation Project Plan

                                          Tasks
ID    Task Name                       Duration       Resource Names
94    Bandwidth Validation             5 days        SYSTEM-1
      (between Client and LS-
      Data Center
95    Response Times                   6 days        SYSTEM-1
      Validation
96    Environment                      96 days
97    Hardware Requirements            10 days       SYSTEM-1[20%]
      Analysis
98    Hardware/Software                40 days       SYSTEM-PM-1[6%],SYSTEM-1[6%]
      Procurement
99    Hardware/Software                10 days       SYSTEM-1[25%],SYSTEM-2[25%]
      Setup (not application)
100   PC/Printer Upgrades (if          30 days       SYSTEM-1[13%]
      applicable - client site)
101   Bandwidth/Network                45 days       SYSTEM-1[7%]
      Upgrades
102   UAT Environment                  10 days       SYSTEM-2[50%]
      Available
103   Training Environment             10 days       SYSTEM-2[25%]
      Available
104   Production System                15 days       SYSTEM-2[27%]
      Available
105   Training                         53 days
106   Train the Trainer                41 days
107   Training Preparation              3 days       TRAINER-1
108   Train the Trainers 1              3 days       TRAINER-1
109   Train the Trainers 2              3 days       TRAINER-1
      (Optional)
110   Client Internal Training         53 days
111   Training Materials               15 days       TRAINER-1[4%]
      Preparation (Client)
112   Training                         20 days       TRAINER-1[3%]
113   Application Rollout (To          28 days
      be Defined by Client)
114   Rollout Planning meeting         10 days       PM-1[25%]
      - Roles &
      Responsibilities
115   Get the latest updates           5 days        BA1[50%]
      for users, printers and
      any other static data.
116   Limited Rollout (Partial)        10 days       SUPPORT-2[25%],SUPPORT-
                                                     1[25%],BA1[25%]
117   Full Rollout                     5 days        SUPPORT-1[50%],SUPPORT-
                                                     2[50%],BA1[50%]
118   Post Production Support          15 days       SUPPORT-2[38%],SUPPORT-1[38%]




                                     50 Cragwood Road
                                          Suite 101
                                  South Plainfield, NJ 07080                       Page 4
                                    Phone: 908-222-8100
Sample LOS Implementation Project Plan


                 Resources
                                 Max        Peak
         ID   Name
                                Units       Units
          1   Client            100%           0%
          2   BA1               100%         160%
          3   BA2               100%         210%
          4   BA3               100%         210%
          5   DEV1              100%         125%
          6   DEV2              100%         125%
          7   QA1               100%          67%
          8   QA2               100%          67%
          9   DEV3              100%          83%
         10   QA3               100%          83%
         11   DEV4              100%          75%
         12   QA4               100%          42%
         13   INTF-DEV1         100%         100%
         14   INTF-DEV2         100%         200%
         15   DOC-DEV1          100%         113%
         16   DOC-DEV2          100%         100%
         17   DOC-DEV3          100%         100%
         18   DOCTEAM-1         100%         100%
         19   SYSTEM-1          100%         200%
         20   SYSTEM-2          100%         157%
         21   TRAINER-1         100%         104%
         22   SUPPORT-1         100%          88%
         23   SUPPORT-2         100%          88%
         24   PM-1              100%          25%
         25   SYSTEM-PM-1       100%           6%




                  50 Cragwood Road
                       Suite 101
               South Plainfield, NJ 07080           Page 5
                 Phone: 908-222-8100