After the final approval and publication of the Project charter, the next stage of the Elaboration phase is preparing the Business concept, which covers all user operations, including those performed outside Creatio. This document is aimed at forming mutual understanding of the user activities with the system and is created based on the Client’s business cases. System user operations are described in the form of BPMN diagrams and cover issues of analytics, integration and software/hardware requirements. The Business concept is created for all stages of the first subproject defined in the roadmap.
Note
In certain cases, preparation of the Project charter and Project Concept can be done in parallel.
Note
Use the following link to download the template for project's Business concept.
The production group in charge of preparing and approving the business concept includes the Client and the project manager (Fig. 17).
Fig. 17 Business concept development team structure and responsibilities
The process of preparation and approval of the concept includes training of the Client’s workgroup and deploying test environment (Fig. 18).
Fig. 18 General process of preparing and approving the Business concept
Developing the concept and approving it within the company
On this stage, business analysts summarize the working session and generate the Business concept. The Business analyst Team lead and/or Project manager conduct weekly review and planning sessions and proofread the Business concept. After internal approval, the business concept is published on the resource of the Vendor’s team and is presented internally. Based on the presentation results, the Business concept may be amended.
In-depth system function training for the Client’s workgroup
Before the Business concept is submitted for approval, the Project manager organizes an in-depth training on the product functions for the Client’s workgroup. A Business analyst or Business analyst Team lead prepares a training plan based on the Client’s specifics and conducts the training. Based on the training results, the Project manager certifies the knowledge obtained by the Client’s workgroup.
Business concept presentation and approval with the Client
After internal approval, the Business concept is presented to the Client and only after that the document itself is submitted for the Client’s review. Agree upon all the feedback and markups received after the Client reviews the Business concept and publish the final version of the document on the shared project document storage.
Deploying testing environments on the Client’s site
In parallel with the Business concept development and CRM coordinator’s training, begin deploying the testing environment on the Client’s site. This is needed to foresee the specifics of integration between Creatio and other Client’s systems on the stage of preparing the Technical design document on the Execution phase. Two deployment options are available:
•Cloud – Creatio is deployed in the cloud environment, usually this is production or pre-production environment.
•On-site – testing environment on the Client’s servers. For more information about Creatio on-site deployment, please refer to the documentation on the Creatio Academy.
To complete the Elaboration stage, notify the Steering Committee that the Project charter, Project plan, and Business concept documents are ready, the Client’s workgroup training is complete and the testing environment is deployed. The Steering Committee confirms transition to the Execution stage.
See also
See also
