Is your project team working remotely? 

Video conferencing illustration

Remote Project Implementation Process

 

From Kick-Off to Go-Live, here are some tips for successfully implementing projects remotely.

Trust us, we've been doing remote projects for over a decade.

Project Preparation Activities

  1. Identify your Core Team to approve scope and to-be process decisions
  2. Identify your Focus Groups or Stakeholders (i.e., end users) to be trained to use the solution
  3. Review and prepare the As-Is process for the project to be implemented
  4. Set up VPN/Remote access to ensure that everyone has all the resources to execute the project

Use Your Handy Remote Collaboration Tool SetsCommunication tools icons for remote collaboration

In addition to emails and phone calls, here's what we recommend you use to encourage engaging remote collaboration:
  • Online Video Conference Calls - We like using Zoom to simulate face-to-face interactions.
  • Instant Messaging Platform - Our teams thrive on sharing real-time updates, as well as fun .gifs!
  • Project Management Software - This is the place to organize both simple and complicated projects.
 

Project Phases Overview

Project Kick-Off Meeting

Remote Collaboration Tool: Online Conference Call

Gather your key team members and get to know each other work styles, communication preferences, and an overview of the project!

How we kick off projects at ShipERP:

We like to give the project the best chance of success with a project overview. For example, we like to give our clients a brief demo of how ShipERP, the multi-carrier shipping software, can make their everyday work a whole lot easier.

Blueprinting Session

Remote Collaboration Tools: Online Conference Call and Project Management Software

Bring your business requirements to the table! It is crucial to know where to start building a foundation for your journey to success. 

How we handle blueprinting at ShipERP:

With our client's help, we put together a personalized business blueprint that'd help steer the project's direction. We also want to ensure that each second is utilized efficiently by finalizing the scope and timeline of the project!

ShipERP Configuration/Gap Analysis

Remote Collaboration Tool: Project Management Software

Let's better understand where you are and where you want to be. Ask yourself: what does your company's ideal and optimal performance look like?

How we fill in the gaps at ShipERP:

We start configurations on the integrated software to help bridge the current and desired level gap! Our ShipERP team can achieve our customer's vision with their technical expertise and, of course, their collaboration.

Unit Testing

Remote Collaboration Tools: Online Conference Call, Instant Messaging Platform, and Project Management Software

It won't be an implementation process without working out some of the bugs! With continuous testing, your team can catch issues before they become bigger problems later on. 

How we ensure that project runs smoothly at ShipERP:

We like to quickly identify issues and scenarios our clients would potentially encounter by unit testing. For example, we use an agile methodology that efficiently validates each section of code to avoid any time wasted!

Training

Remote Collaboration Tool: Online Conference Call

As you approach the second half of the project process, get ready for learning experiences that'll set you up for success in the long run!

How we ensure that all end users understand how to use the solution at ShipERP:

It's important to us that our customers are comfortable using the configured software on their own. We usually provide different types of training and documentation; for example, we record our training sessions for our clients to access later if they need it!

Integration Testing/User Acceptance

Remote Collaboration Tools: Online Conference Call, Instant Messaging Platform, and Project Management Software

Before you can go live with the solution, you'll need to test out the software, and if you're satisfied, you can move forward! Does the software meet all of the requirements for your day-to-day business functions? 

What ShipERP does to get primary stakeholders to approve of project completion:

Using the feedback from the end-user testing, we make the final configurations to meet all the scenarios identified. It's our last chance to get it right before we roll out the solution!

Cut-Over

Remote Collaboration Tools: Online Conference Call, Instant Messaging Platform, and Project Management Software

The hard work on setting up the software is all done! At this point, you're wrapping things up and tying loose ends before completely turning over the solution to the end users. 

What we do at ShipERP to ensure a smooth transition:

We're reaching the end! It's time to deploy the software and give complete control of the reigns to our customers. Besides that, we also provide them with any documents they may need in the future.

Go-Live

Remote Collaboration Tools: Online Conference Call, Instant Messaging Platform, and Project Management Software

Congratulations, you made it! It's go time! The system is now available for your end users to proceed with your business processes.

How our team at ShipERP secures future success:

After the go-live, we'll be on hand to monitor the solution's performance and provide any technical support to our clients should the need arise! We like to help stabilize any issues our clients may run into.

 
 

Have any questions about remote project implementation? Reach out to our ShipERP Support team at support@erp-is.com.

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