Iterative Changes

Ensure support and resources to make iterative changes to the solution as business needs grow and change.

Planning & Scoping Changes Build & Configure Changes Test & Validate Changes Launch & Transition

Planning & Scoping Changes

Define the scope of iterative system changes and formulate a holistic plan to handle configuration, data, integration, and process impacts during implementation.

Deliverable

Change Scope & Plan Document

Ideal Format & Timing

2-3 weeks

Key Activities

Define business, functional, and technical requirements of the changes.
Align these requirements to business outcomes.
Assess processes, data, knowledge, and system configuration impacts.

Benefits

Produces a holistic plan for implementing necessary changes to ensure continuity and success.
Proactively identifies other projects or change management components necessary to support changes within the system.

Build & Configure Changes

Utilize outside resources to facilitate necessary changes within the solution.

Deliverable

Scope of Work

Ideal Format & Timing

Varied based on needs

Key Activities

Design and prototype the solution for the changes in the scope of work.
Configure the solution with the updates.
Address and adjust other areas affected by the change (e.g. updating reports).

Benefits

Skilled resources implement the system changes quickly without disrupting internal priorities.

Test & Validate Changes

Perform testing and validation of the changes being implemented, including testing existing use cases to ensure continuity.

Deliverable

Scope of Work

Ideal Format & Timing

Varied based on needs

Key Activities

Provide testing in the billing system to ensure compatibility of updates.
Test integrations and connectors with the updates.
Perform regression testing on existing use cases to ensure accuracy with updates.

Benefits

Outside experts perform testing, preventing disruption of internal workflow or resource consumption.
Ensures comprehensive testing is performed before implementing system changes.

Launch & Transition

Deploy and changes in the solution, provide documentation, train team members, and transition ownership to internal stakeholders.

Deliverable

Scope of Work

Ideal Format & Timing

Varied based on needs

Key Activities

Deploy changes to the appropriate environments (e.g., sandbox and production)
Provide hyper-care from go-live through the first billing cycle run.
Create and update documentation to reflect adjustments.
Create and provide training to team members.

Benefits

Documentation and training is provided immediately upon go-live.
Dedicated support during the transition instills confidence in monthly close cycle.

Phase N+ Planning

Value Management

The solution to tech-project regret

Companies across all industries struggle to successfully implement the software they've purchased, resulting in unrealized value, frustration, and regret. Regret often occurs when problems are misdiagnosed as a symptom or not fully known or understood. Focusing on business-value outcomes helps ensure the real problems are solved.

Get Started with Value Management