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Methodologies for Global Projects
Open Box Software
Agenda
• Introduction• Approach and Project Initiation• Analysis• Development• UAT and Implementation• Support• Considerations
Introduction
• Open Box– Deliver bespoke software to offshore clients in real estate investment and financial industries
• Primary Client – Real estate investment and asset management– Head office in New York City– Operations in US, EU, China, India, Brazil– Delivered over 30 business solutions for them
Approach and Project Initiation
• Project sponsor buy-in
• Project team setup
• SDLC methodology
• Communication channels
• Collaboration tools
• Conflict resolution process
Analysis
• Documentation– Scope and objectives = project definition– What and why = requirements specification– How = functional specification
• Process– Estimate at each step– Walkthroughs (project team)– Presentations (user group)– Sign off at each step
Development
• Development – Centralized development team– Region specific test data– Multiple system demonstrations
• Use of region specific examples• Language considerations
– Change control process
• Project management– Weekly status calls (region specific)– Monthly project review call (all regions)
UAT and Implementation
• Pre-UAT application walkthrough and
objectives
• User acceptance testing– UAT checklists / scenarios– UAT feedback sessions– Feedback incorporation prioritization
• Training– Super-user training– Regions user group training– Training manuals and videos
Support
• Hardware– Server monitoring with alerts– Partnering with “Daylight” vendor
• Software– Helpdesk (India based 24x7)– Core application support in central location– Shifts at peak times– 24h mobile application support
• Business process and application
functionality
Considerations
• SA time zone straddles all regions business days– What does a typical day as a PM look like?
Considerations cont.
• PM / BA overhead high
• Face-time with all regions essential
• Project team makeup considerations
• Different cultures to consider
• Head office culture / objectives
• Statutory requirements and other business
deadlines (e.g. Audit, reporting etc.)
Contact Us
• More information:– www.openboxsoftware.com– www.openboxsoftware.co.za
• Contact Details:– 240 Main Road, Tokai, Cape Town– 021 713 9300– 082 5767 129 (Open Box)