Manufacturing CPM Budgeting: 10-Wk Implementation

Walkerscott will engage the finance team (and other stakeholders) over a 10-week period to deliver a custom-built CPM solution on Azure and ensure user adoption to drive successful outcomes. The high-level agenda is as follows:

Agenda/Topics

Weeks 1-3 - Discovery Phase

• Workshops with finance team members to map and analyze planning and forecasting process
• Workshops with IT team stakeholders to understand existing ERP solution, if any, other source systems and expected technical + user setup

Weeks 4-8 - Implementation Phase

• Set up and testing of underlying solution infrastructure - the Azure data platform
• Set up, deployment and testing of all services to enable solution - Kepion, Web, AS, SQL
• Solution development and testing

Weeks 9-10 - Training & Go-Live Phase

• UAT, training and user adoption workshops using UAT environment to ensure users are comfortable with using the tool
• Deployment of production environment and go-live management and post go-live support

Deliverables

Weeks 1-3 - Discovery Phase

• Planning and forecasting process mapping documents
• Azure infrastructure design and pricing analysis documents
• Solution design document with mapping of process to Kepion features
• User setup and licensing document
• Updated SoW for Implementation Phase based on detailed requirements

Weeks 4-8 - Implementation Phase

• Deployed Azure solution infrastructure
• Configured and deployed Kepion solution
• Configured and deployed data load packages into Kepion solution
• Signed off test plan documents

Weeks 9-10 - Training & Go-Live Phase

• User setup and signed off UAT plan documents
• Configured and deployed data load packages into Kepion solution on the production environment
• Go-live management and post Go-Live support documentation