The 9 Critical Steps 1. Define the Project Vision What Problems Require Solving? Write up a Project Charter Identify & Engage Stake Holders 2. Evaluate Existing Processes Where is the weak cog? 3. Identify Business Requirements Get a bunch of these guys ---> in a Room Ask a lot of questions to capture, all events and tasks that happen to accomplish success 5. Short List the Vendors Commercial Software Off the Shelf? Build in House? Bundle Several Solutions together? 6. Evaluate Vendors Issue a request for proposal or Interview vendors from the top of your alternative(s) list 7. Select the Preferred Solution 8. Plan the Implementation Project Plan: Integration Customization Testing Final Implementation 9. Evaluate the Project What did you learn? 4. Research Alternatives Determine selection criteria Document your search
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