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  • Software Package Selection > Selection and Implementation Best Practices

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    Statement of Principles

    What is our purpose in acquiring and using an application package and what compromises are permissible? Determine the key business drivers, must-haves and tradeoffs before you begin the acquisition and implementation process. This information is critical to making a business case for a packaged application business solution.

    Sample RFP for Replacing an Information System

    Is your company about to select and implement a new information system? This sample RFP, taken from real life, was originally designed to address the current and future financial, trading and distribution operations needs of a large international company dealing with foreign countries, languages and currencies. But even if you don't have a large, international business, you'll find lots of good ideas on how to write your own killer RFP.

    Banking Package Implementation Plan

    Deploying an application solution package in a banking environment is complicated and challenging. This Microsoft Project plan based on a real project shows you how.

    Avoiding Automated Chaos

    - by Michelle Stronach

    For anyone thinking about or faced with implementing a PPM tool, here are some tips to keep in mind to help you wade through the sometimes problematic process.

    PMXPO 2012
    gantthead is once again excited to be bringing you our annual virtual conference and exhibition on Thursday, May 17, 2012. It's your opportunity to learn, network, earn PDUs and gain valuable knowledge all from the comfort of your home, office-or home office. Registration is FREE, so take a minute now and make sure you don't miss out on what promises to be one of the highest-value conference experiences in project management this year.



    Tool Selection Criteria Matrix

    Need help selecting a Data Warehouse toolset? You must consider many factors regarding vendor service and reputation, tool functionality and tool quality against your technical and business requirements when selecting Data Warehouse construction and implementation tools. Let this matrix guide your selection.

    Detail Pricing Model for Software Selection

    - by Vyom Bhuta

    You have your software choices narrowed down. Now it's time to look at the bottom line. Cost is always important in your software package selection. This spreadsheet will make sure there are no hidden costs that you haven't considered.

    Who’s Keeping Score?

    - by Keith Kerr and Ariel Lotz

    All organizations face significant challenges in planning for and managing their IT portfolios. These challenges can be addressed, in part, by the use of systematic processes for selecting and evaluating IT investments. Based on a framework created for federal agencies, here are some key components to consider including in your project portfolio-scoring model.

    Implementing SFA

    Stay on top of your Sales Force Automation implementation with this project plan.

    The Problems with RFPs (Part 2)

    - by Craig Curran-Morton

    RFPs are a double-edged sword for many vendors. In the first article, we looked at the challenges with layout and content. In this second installment, we look at the challenges vendors experience in the process from the point they are made aware of the RFP to the submission of the bid.

    Data Warehouse Project Plan

    Are you putting together a data warehouse? This Microsoft Project plan will help you keep tabs on all the complex stages and steps involved in building decision support systems and a knowledge-based applications architecture and environment.

    PMO Perspectives

    - by Michael Wood

    As we enter 2011, it's time for a refresher--it's the perfect time to explore the cross section of views and perspectives about PMOs. It's the perfect time to see what others are thinking regarding the state of PMOs, and this article will focus on starting a PMO, avoiding PMO failure, trends and the future of the PMO.

    Problem Solving Project Plan

    Problems come in all shape and sizes. They afflict all types of enterprises and teams. And, they mostly come unannounced and unexpected. Very often their impact on the operation is also very critical to its success. They need to be solved one way or another. But how do you go about solving them? Use this plan!

    Balanced Scorecard Template Series

    This is the grandmother of all balanced scorecard templates! Here are 18 (count 'em, 18!) Excel templates that will help you develop a balanced score card from start to finish.

    Project HEADWAY: Selecting Sellers

    Occasionally, you may need to procure external resources (equipment, materials, people, services) if your organization does not have access to what it needs from inside . This Project Headway webinar examines the process of selecting vendors from the point of RFP release to actually selecting and negotiating with a seller.
    This file requires the WebEx Player. It is 4.8Mb.

    Less Wishing, More Assurance

    - by Rob Prinzo

    Your project indicators must go beyond past phases and address readiness for upcoming tasks and activities. This is one of six principles for implementing a project assurance methodology that can help minimize surprises, provide objective analysis, and build trust among team members and stakeholders.

    Methodology Mentoring Approach

    Learn by doing, but be sure you have a winning coach. Mentoring is key to a successful project implementation. Use this guide to get the best out of a methodology guru to mentor your project team in action.

    Changing the Enterprise: The Right Way

    - by Andy Jordan

    Anyone who has been a project manager for a while will have run into an organizational change management project--and has likely experienced some of the unique challenges that they present. We all know that there is no such thing as an easy project, but making fundamental changes to the company or department in which we work presents a whole new set of potential pitfalls. Successful organizational change management needs careful planning and execution--and here we help you prepare for this tricky time.

    Data Warehouse Tool Cost Matrix

    There's a lot to consider when selecting a Data Warehouse toolset. Use this comprehensive tool evaluation matrix to guide your final selection.

    Database Selection Form

    Improved deliverable! Selecting a database can be a daunting task. Use this form to help you make the best choice based on selection criteria and product evaluation ratings. Don't understand the terms? Then check out the glossary.

    Technical Requirements Survey

    - by George Jucan, MSc, PMP, OCP

    Engaged in the path of transforming their business processes, many organizations need to choose between multiple options available to satisfy their needs. This deliverable is a sample template discussed in the article "The Bumpy Road to Alternate Service Delivery", which presents some practical advice for the analysis and selection process.

    Facing Reality: A Few Fundamental Truths

    - by Mark Mullaly, PMP

    It’s time that we face up to a fundamental reality: organizations grapple with making project management work successfully on a consistent basis. Yes, there are exceptions--and some notable ones--but on the whole they simply prove the rule. It's time for a different approach.

    Vendor PM: The Five Things You Must Know

    - by Todd B. Loeb, PMP

    After more than 20 years in the financial services industry, this writer thought he knew exactly what to anticipate moving into his new role as a software vendor project manager. He was wrong...

    The PM Crystal Ball

    - by Michael Wood

    What does the future hold for project management? What trends and concepts will shape project management tools, methods and practices in 2012 and beyond? For one writer, the answer seems clear. Here, we look at the environment that will influence projects, and the three takeaways we should be aware of heading into the new year.

    Agile for Package Implementations

    - by Mike Griffiths

    There is lots of great information available on how to use agile methods for custom software development projects, but less so for package implementations. Commercial-Off-The-Shelf solutions make up a large percentage of the IT projects undertaken by companies each year, and many organizations are missing out on benefits that an agile package approach can bring.

    Project Plan Checklist

    A lot is riding on your project plan, such as the success of project itself, not to mention your career! Wouldn't it be nice to check to make sure it contains the basics from which to run your project?

    PMI Takes Pulse of Profession

    - by ProjectsatWork.com

    A new survey from Project Management Institute identifies key trends in project, program and portfolio management, including a renewed focus on talent development and increased use of agile methods. The results also point to critical success factors, among them clearly defining expected benefits, ensuring top-level management support, and creating a career path for project participants.

    Top 10 PM Trends for 2012

    - by ESI

    Collaboration is a common theme throughout many of the leading trends for project management in 2012, as determined by a global panel of senior executives and subject matter experts.

    Environment Survey

    - by George Jucan, MSc, PMP, OCP

    Engaged in the path of transforming their business processes, many organizations need to choose between multiple options available to satisfy their needs. This deliverable is a sample template discussed in the article "The Bumpy Road to Alternate Service Delivery", which presents some practical advice for the analysis and selection process.

    Options Comparison

    - by George Jucan, MSc, PMP, OCP

    Engaged in the path of transforming their business processes, many organizations need to choose between multiple options available to satisfy their needs. This deliverable is a sample template discussed in the article "The Bumpy Road to Alternate Service Delivery", which presents some practical advice for the analysis and selection process.

    Recommendation Report

    - by George Jucan, MSc, PMP, OCP

    Engaged in the path of transforming their business processes, many organizations need to choose between multiple options available to satisfy their needs. This deliverable is a sample template discussed in the article "The Bumpy Road to Alternate Service Delivery", which presents some practical advice for the analysis and selection process.

    Baby Steps

    - by Craig Curran-Morton

    Why has Project Portfolio Management struggled to be adopted in organizations? While part of the problem lies with the vendor overselling the product, the bulk of the issue stems from our collective failure to educate ourselves on PPM--and understand how we should adopt it.

    Best, Better, Not Bad: How Do We Find the Practices that Work?

    - by Mark Mullaly, PMP

    Just calling a practice “best” does not make it so. But for many PM practitioners, the term “best practice” appears to represent the business practice equivalent of a “get out of jail free” card--wave it around enough, and critical thinking seems to be banished. It's time for a new outlook on this misused term and concept.

    Game Plans

    - by Gareth Byatt, Gary Hamilton and Jeff Hodgkinson

    The use of sports terminology and analogies is often overdone in the workplace, but applied in the right context they can inspire and illustrate how to get things done as a team. Here are eight areas where linking the worlds of sports and project management might help your next project.

    Smile! You're in Organizational PM!

    - by Mark Mullaly, PMP

    The number of articles that explain why something doesn’t work--or is wrong, or isn’t working the way it should--is staggering. It's time to take a different approach by focusing on what actually does work. Join us for a look at consciously seeking the positive, a rare but perhaps necessary practice.

    The Tools of OPM3: Online versus ProductSuite

    - by John Schlichter

    Many people still do not understand the Standard and the differences between its implementation tools. What are the differences between the OPM3 Standard, OPM3 Online and OPM3 ProductSuite? The answers await inside...

    Quality is Queen

    - by Katia Sullivan

    Instead of measuring quality, Agile enterprises commit to it by investing in integration and testing, developing a common language around quality, and nurturing motivated, disciplined teams. Ultimately, quality reigns when organizations value it as much as profitability and protect the agile processes that support it.

    Better Project Requirements

    - by J. LeRoy Ward

    It will almost always cost more to fix a requirements problem during the execution phase than if the same problem was discovered in the planning phase. And the root cause of these problems is usually people-oriented. Here are four key best practices for writing better project requirements.

    How Green Does Your IT Grow?

    - by Michael Wood

    Green is beautiful, and it is certainly the color of IT looking into the future. There is a challenge, however, to coordinating the environmental shade of green with the financial one. Here are some thoughts and ideas for greening up your IT initiatives while holding on to the green stuff that pays the bills.

    The SOA Project Manager

    - by Jiju (Jay) Nair, PMP

    Project managers usually tend to focus on the methodology for executing the technical part of the project. However, a good understanding of a practical SOA landscape and its associated challenges can help a technical PM make the SOA adoption on technology projects run even smoother.

    Moving Beyond Certification

    - by Andrew Makar, PMP

    Beyond obtaining more certifications, project managers should take the processes, tools and techniques learned in a certification project and focus on putting them into practice. Training and education is great, but it’s not until you apply the knowledge that you’ll benefit from the hours studying to pass an exam. Here are are just a few ideas on how you can apply your certifications.

    Supply Side Projects

    - by Gareth Byatt, Gary Hamilton, Jeff Hodgkinson

    Many, if not most, projects rely on outside suppliers — vendors, contractors, consultants — for critical activities and expertise. But these partnerships can do more harm than good if ground rules aren’t established and respeected throught the project. Here are seven factors for working successfully with your project’s external participants.

    Agile Estimation: Key Principles and Practices for Successful Agile Projects (slides)

    This webinar provides an overview of key principles and practices for effective Agile project estimating and planning that have helped many Construx customers greatly increase the accuracy of their project forecasts, enabling them to make better go/no-go decisions, increase the predictability of their projects, and deliver their projects successfully... on time, within budget constraints, and with the desired functionality.

    PMO 101: Process Improvement

    - by Chris Craig-Jones

    Process improvement initiatives require leadership, clear requirements, and teams specifically focused on implementation and training. In the fourth of a six-part series on enterprise best practices led by PMOs, here are some recommendations for pursuing process maturity.

    Integrity: The Project Manager's Level

    - by Jeannette Cabanis-Brewin

    Even if you're able to stay within budget and complete your project on time, the key is keeping things in balance. Certain tools can only get you so far. The difference can be the human factor.

    Selling the PMO: Are They Still Relevant?

    - by Mark Mullaly, PMP

    Do PMOs have value? Arguably, yes. At least...sometimes. According to the results of recent research, the presence of a PMO was often a contributor to the attainment of organizational value. What was of particular concern, however, was the actual role of the PMO within the organization. Two broad types emerged within the research; find out what they are inside...

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    Requirements Management Plan Toolkit
    This toolkit includes a template and white papers to help with your requirements management planning. Download it now.