Implementation experience review and activation of project solution support
On the first stage of the Operation phase, the whole project is reviewed and closing statements (or other documents foreseen by the contract) are signed. This step includes several business processes that, as a rule, run in parallel (Fig. 32).
Fig. 32 Project analysis and support activation processes
Official signing of closing statements
This stage is relevant for Vendor implementation and only if the contract between the vendor and the Client foresees signing closing statements or other similar documents. In this case, project closure starts with official signing of closing statements. Vendor’s project manager, in cooperation with the Accounting department, prepares closing statements and submits them for signing by the Client. Scanned copies of the signed closing statements are then attached to the project documentation.
At this stage, the project documentation is verified and filed. Ensure that the following documents are filed:
•Project charter
•Business concept
•Technical design
•Signed closing statements (if stipulated by the contract).
Lessons learned
Project Managers and Vendor’s workgroup review the completed project to identify and analyze errors and shortcomings. Project team’s development zones are identified at this stage. Also, Developer and Business Analyst teams, Team Leads and Project Managers prepare lists of lessons learned from the project. A meeting is then held to discuss their development zones. Meeting participants:
•Project Director
•Project Portfolio Manager
•Project Manager
•Developer and Business Analyst Team Leads
•Developer and Business Analyst Teams
Activation of the project support
This stage is optional, but is highly recommended and must be performed only if the Client requires support of the project solution. In this case, the Project Manager initiates the sale of a support package, while the Account Manager makes arrangements to bill the Client.
Note
Please note that the project Vendor is responsible for the compatibility of the features developed as part of the project with future Creatio versions. We strongly recommend agreeing on the project solution support with the Vendor to ensure healthy system development and continuous operation in the future.
Satisfaction survey
At this stage, the Project Manager requests project feedback from the Client. Along with the lessons learned, this stage lets the Project Manager identify project bottlenecks.
We recommend that the project satisfaction survey is conducted by a third party, and not by one of the project participants. This will ensure the accuracy of the survey results and impartial evaluations.
See also
