So, you have a business process that does not run as smoothly as it should; it is not (yet) in scope for your ERP, and you and the Business Process Owner have agreed that you will make a (temporary) solution in SharePoint. You have a team, you know how to set priorities, and now…
How to start? And how will you do the next project? Will you re-invent the wheel for every new project? You may do that for the first few projects, but then it is time to collect your learnings in a standard process to give you a good guideline. And especially when working with others in one team, it is important that all of you work in the same way.
Basically, this is an IT-type project; the main differences being:
- no financial investment – your platform is already available
- no technical implementation – the focus is on business change and configuration, not on code
- the Site Owner is responsible for ongoing maintenance, including small changes
We have defined the following major steps. Every step has a set of substeps, that you will apply depending on the complexity of the problem and solution.
1. Project Definition
You discuss the project, scope, mutual expectations and business case with the business owner, and agree on the next steps.
You create a prototype or proof-of-concept to test your understanding of the issue, to give a business owner a tangible solution for initial evaluation and feedback, and (optional) to validate your functionality assumptions.
3. Build and Rollout
Upon agreement of the proof of concept, you build, test, rework, and finish the solution with the business owner. Next to that, you also support the business owner with implementation in the business. Finally, you train the business owner and back-up in maintaining the solution and how to get support.
4. Ongoing Maintenance and Support
While your business owner should be able to make small changes and maintain the content, you may need to help him or her with the more major changes or bugs. Also you will want to monitor the site’s usage over time, and keep track of housekeeping issues.
I will elaborate on the different steps in later posts. You can find earlier posts on the process via the DMWS-Process tag.