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You get every Systems2win Word & Excel template described in this Enterprise software Project Process Flow Chart
These Enterprise Software Project Management templates were developed by Systems2win founder Dean Ziegler, CPIM, and field-proven with over 100 clients.
With every client, Dean extolled the benefits of the USA Principle
Understand
your current processes
Simplify
them,
and then, (and only then)
Automate
Almost every client was surprised to find that the single greatest value that they got from their "automation" project came in the "simplify" steps.
And then a client pointed out that "no one else has developed templates like yours for business process improvement and project management. You should package them and offer them for sale."
And the rest is history...
Dean went on to develop a whole series of Excel templates for Lean & Kaizen, Strategic Planning, and more.
And now you can benefit.
When you're managing an ERP software project, who has time to "create a template for that"?
Here is a quiver full of field-proven software project management tools ready to just "fill in the blanks" and get on with the next phase of your project.
No time delays...
No cost overruns...
Just thorough, timely deliverables that will impress even your most
demanding managers and executives
What type of Continuous Improvement project are you planning? Perhaps these definitions of Continuous Improvement terms might help you better define your project scope
Enterprise
Software
on-line training included with templates
These software project excel templates come with extensive on-line training, including training handouts containing definitions, calculations, and examples for:
This free training provides "the rest" of what your people need to get the most from these already-easy-to-use fill-in-the-blanks Word and Excel templates.
Suggestion:
If there is someone in your company that has been through an ERP project before,
ask them to take a look at these templates and estimate how many thousands of
dollars probably would have been saved, and how many months of project
time might have been saved if their team had these fill-in-the-blanks excel
templates available "before they began to learn what they didn't know when they
started".
If you haven't already scheduled your free live web demo to finish answering your team's questions, why not schedule it now?
Or just call us for quick answers to your questions.
Word & Excel templates to increase what your own Project Manager can do in-house to manage a project to select and implement Enterprise Software (such as ERP, MRP, accounting, or inventory)
If these templates
reduce just one day
of billable consulting time, they
pay for themselves!
View demo video
| Templates for Software Project Management | |
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Project Scope To clearly define the scope of an enterprise software and process improvement project. This is the first and perhaps most important software project management tool you will use (12 pages) |
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Project Team Organization Project management tool to define responsibilities, time requirements, and performance evaluation criteria for each software project team role (13 pages) |
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Software Project Plan (Microsoft Project template)
The project plan provided by your software vendor tends to focus on what their consultant needs to do. Use this template to merge "their plan" with "your plan" in order to create "our plan" - with adequate adequate attention to YOUR internal team's project planning responsibilities. This field-proven Project Plan contains a goldmine of "experience nuggets" from hundreds of other project managers who "wished someone would have told me that" |
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Project Cost Estimate Worksheet Project management template to estimate ALL costs of your enterprise software project and evaluate Return On Investment |
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Project Consulting Time Estimates To estimate time and cost for your Project Consultant |
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Software Selection Services Agreement Project Consultant agreement contract for software selection services engagement |
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Questions This simple project management tool provides a place to store your questions to remember to ask tech support, potential bugs, suggested base code updates, etc. |
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Performance Evaluation A time-effective, helpful, and thorough way to evaluate the performance of each Project Team member |
| Project Readiness Assessment | |
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Software Project Readiness Assessment A great fill-in-the-blanks worksheet to determine your team's degree of readiness to begin an enterprise software project |
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Project Team Facilities Worksheet Fill-in-the-blanks tool to identify facilities, tools, and project manager software needed, and track the status of providing them |
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Data Accuracy Worksheet How accurate is our inventory and other data? |
| Software Fit Analysis | |
|
There is no template for Software |
Software Fit Analysis - for any or all: 1) Gap analysis of existing software vs. current needs & opportunities 2) Compare & evaluate alternative solutions 3) Identify potential customizations and compromises 4) Hold chosen vendor responsible for delivering what they promised - in writing |
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RFI Worksheet Short sub-list of Software Fit Analysis questions - to narrow your list of enterprise software finalists |
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Potential Software Worksheet Project management tool to identify as many enterprise software candidates as possible |
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Top Alternatives Project management template to document Alternatives Rejected and Why |
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Reference Checking Worksheet Comes with on-line help to coach your people to thoroughly check references |
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Negotiations Worksheet Field-proven worksheet to ensure that everything important is considered in contract negotiations. Many clients feel that this one worksheet "paid for the whole set of templates". (6 pages) |
| Software Design Templates | |
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Issues Worksheet Project management tool to identify, track, and resolve potential software customizations - eventually approving them (or not) (Software customizations are the single biggest wildcard cause of project budget over-runs - both time and money. This tool helps you get a handle on them.) |
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Data Conversion Planning worksheet Data conversion is second only to customizations as a wildcard for budget overruns. This tool helps you thoroughly plan and prepare for data conversion for ANY software. And helps you plan not only for automated data conversion, but also helps you plan for data that you will convert manually. |
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Setup Decisions Worksheet To avoid customizations, it is common to find creative ways of using a standard field in an usual way. This Word template helps you organize your thoughts and store decisions about complex enterprise software setup design decisions - so that when you are in the heat of the moment coming up with yet another creative "get-around", you can remember which fields you have already earmarked for another purpose. |
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Software Customization
Authorization Levels Rather than enduring the inefficient an annoying time delays of "asking for approval for every little thing", this template is filled in by your top management to summarize their guidelines for what approvals are needed for various types of software modification. (Example: if it takes less than an hour, and less than $100, the Project Manager has authority to just do it.) |
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Software Design Specification To clearly communicate with programmers to specify customization specifications for:
This tool helps you communicate with software programmers by "speaking their language". |
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Number of system users The number of system users is one of the biggest factors affecting software price. This worksheet helps you thoughtfully calculate the number of user licenses needed - by type of user. |
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Database Administrator's Worksheet Disaster recovery planning, database optimization, security design... All of the stuff that too many project managers "assume that someone else is doing". |
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Customization Log Make software upgrades easier by maintaining a concise log of customizations |
| Information Technology Templates | |
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Computer Maintenance Checklist To maintain computers to reduce downtime and computer problems |
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Computer Setup Checklist To set up a new computer or perform a substantial upgrade |
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Information Technology Worksheet To define existing and desired servers, workstations, application software, network, communications... |
| Session Agendas and Cover Letters | |
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Session Agendas and Cover Letters To support every session and phase described in this Enterprise Software Project Flow Chart (27 templates for session agendas & cover letters) |
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Tip: On newer versions - the only way to
find and open your Software Project templates is through
your S2winPortal. Software Project templates are no longer included within synchronization, because we don't want to clutter up every user's PC with these rarely-used templates. |
Call toll free 866-475-4111 International +615-553-2336 |
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