Phase Zero

 

What is it?

In short, it's a condensed planning and analysis effort.  Many customers recognize the need to implement a new system but often struggle to identify what areas are most critical.  The Vested Group created the Phase Zero process to specifically address this problem.

We will help you focus on your organization’s key Signature Processes that make you unique.  We will thoroughly define those requirements, analyze the process, and model the flow within the system.
 
Additionally, we will begin reviewing data conversion requirements and the current “cleanliness” of the legacy data.  Work performed during this assessment will translate directly to the implementation phase and will put your organization in a much better position for success.  It will allow you to begin with the end in mind as well as better equip your employees for the project about to commence.

Every Phase Zero project tends to have elements that are unique to the customer.  The Statement of Work will outline the specifics of each project but a typical engagement includes the following characteristics:

Areas Covered

  • Signature Process Identification & Documentation
  • Project Schedule Development & Planning
  • Legacy Data Conversion Planning

Expected Participation

Key users and Subject Matter Experts (SME) will be required to participate in the kickoff meeting and subsequent requirement sessions.  In a 4 day assessment, these resources should expect to commit 10-15 hours to the project.

Our consultants typically spend 2-3 days of the project on-site with the customer.  The remaining time will be spent creating the agreed-upon deliverables and finalizing recommendations.

Deliverables

  • Phase Zero Kickoff Presentation
  • Signature Process Assessment
  • Data Conversion Strategy
  • Project Schedule
  • Project Management Plan (initiated)
  • Risk Management Plan (initiated)

Agenda

Day One

  • Project Kickoff - 8-9
  • Signature Process Brainstorming - 9-11
  • Legacy Data Review - 1-2:30
  • Sig Process #1 - 3-5

Day Two

  • Sig Process #2 - 9-11
  • Sig Process #3 - 1-3
  • Project Management & Scheduling/Resourcing - 4-5

Day Three

  • Sig Process #4 - 9-11
  • Legacy Data Review, cont. - 1-2
  • Sig Process #5 - 3-5

Day Four

Most of Day Four is spent reviewing and analyzing the data that has been gathered.  Our team will then consolidate this information into meaningful deliverables that better illustrate each distinctive area and any associated risks.  The final meeting will include a presentation of the findings and, most importantly, set the framework for the upcoming implementation.