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Contracting for Infrastructure Technology (IT) Services – “Software as a Service” Projects

by Janice Blake, PMP

With business competition increasing, organizations have turned to third parties for delivery models that offer new ways of fulfilling their information processing and data needs. Managing an IT service is very different from managing IT products and requires new skills. Contract establishment, vendor management and education of the business staff is needed. This paper addresses some of the key areas to consider when contracting for large-scale IT service contracts.

Stepping Your Way Through Vendor Negotiations

by Teresa R. Ramsey

...or how a DIY trouper never stops learning. As this project manager planned her next big do-it-herself project, she started to parallel her effort to those she has encountered many times when executing a program or project at work. What can you learn from her experience...and mistakes?

When Hardware and Software Become One: Project Partnerships and Infrastructure

by Mike Donoghue

When working on the complex tasks associated with configuring for combined hardware and software product deliverables--and the sharing that takes place between the technologies--it is important to have the right mix of teams in place in order to make project execution a less painful reality.

Application Development: The Power of Foresight

by Rajakumar Ramakrishnan

Do project managers need to think beyond their current project boundary? Do we need to have foresight? What do we lose if we don’t have it? When it comes to development projects, this author shares how we can look beyond success of the current project for something even more meaningful.

The Balance Between Customer and Project

by Kenneth Darter, PMP

The expectations and the needs of the customer do not always balance the needs of the project--and the project management processes. Project managers often have to walk a fine line between the customer and the project. Keep these tips in mind.

Beyond Eliminating Defects: New Frontiers in Quality Management

by Bruce Harpham

"Quality" is one of the most heavily used words in advertising and management. Like any popular concept, quality is in danger of losing its distinct contribution due to overuse. In the world of project management, robust quality management has a vital role to play. Let’s consider a few of the recent advances in the art and science of quality management...

Project Management as a Service: The New Model

by Elizabeth Harrin

Do you deliver Project Management as a Service? That doesn’t mean outsourcing your PM to a consultancy, but changing the way you think about project management and your customers--they are clients of the project management processes that you provide.

Successful CRM Implementation

by Jiju (Jay) Nair, PMP

While industry experts agree that not all the ideal benefits can be harvested by a typical CRM solution, organizations should at least target an implementation that sets the foundation for enhancing the customer satisfaction for their products and services in the long haul. So what makes a better CRM implementation?

Consulting Characters

by Patti Gilchrist, PMP

What happens when the consultant falls short of their billing as an industry expert? Here is a humorous look at some of the consultant characters that you may have encountered--and survival tips for dealing with them.

Customer Service Model Business Reengineering Project Plan

project plan

Putting together a whole new customer service model (CSM) is a challenge, particularly if you do it in less than a month. This sample report in Word is an in-depth analysis of a business problem re: customer service/helpdesk and a detailed set of recommendations and plan for how to reengineer the business to improve customer service operations.

Sales Productivity Checklist


Whether you are selling products and services or selling a project itself, it doesn't hurt to brush up on your sales skills.

Siebel Implementation with RAD Iterations

PREMIUM project plan

A total roll-out of Siebel, including Rapid Application Development phases, testing, training and even change management is in this comprehensive Microsoft Project plan.

CRM Assessment with Call Center Plan

PREMIUM project plan

Are your customers getting the service they want from your Call Center? Do you need to implement a Customer Relationship Management (CRM) package to improve Call Center service? Use this Microsoft Project plan to assess the fit of a CRM package into your business.

Traditional Job Competency Model

PREMIUM deliverable

Looking for a training tool that will evaluate as well as guide you? Here's an example of how to define and analyze basic job competency for a relationship mangement specialist.

Smart Training Performance Model

PREMIUM presentation

Based on Clay Carr's Smart Training concept, this PowerPoint presentation outlines the concept of performance and guides you through each step of the performance cycle.

Self-Documenting Code Checklist


Code is a developer's signature on a software project, and not all developers play by the rules of good coding standards. Ensure that your development team leaves a coding legacy that not only implements the application at hand but can be understood by others and maintained during future development cycles.

Requirements Traceability


How do expectations and desires become a project? Use these worksheets to transform objectives into concrete requirements and steps that can be accounted for throughout the project.

Test Sign-Off Form


Has your system been properly tested by phase (unit, integration, user acceptance), and do you have the formal sign-off of approval to proceed?

Sample RM Package Vendor RFI


Are you about to select a commercial Relationship Management application? State exactly what you need. This thoroughly constructed sample RFI to solicit application package information from vendors will save you hours of work. Modify it to suit your requirements.

Integration Test Plan Outline


Here is a solid outline of a plan for testing individual development components in context with the overall system.

Quality Assurance Assessment Checklists

PREMIUM checklist

This thorough and detailed assessment is a series of five checklists designed to guide you through the entire project lifecycle from start to finish: planning, analysis, design, construction and implementation.


Don't ever take a fence down until you know why it was put up.

- Robert Frost