• More Accurate Schedule
  • Manageable Work for Available Resources
  • Feel Like You're Herding Cats?

Dynamics: Training before implementation – Part 1

A key approach in a Microsoft Dynamics implementation is to train your users on the ERP or CRM applications before requirements gathering and implementation. This approach allows for streamlining requirements; walking through a ready-made application with your own data eliminates numerous conversations so you can spend time on what gaps really need to be addressed…

User Understanding

  When involved in an acquistion or divestiture, keep in mind the stress, fears, and pressures your user base is undergoing apart from the demands your project is adding to their reality. This calls for patience and grace in abundance, including a personal visit or phone call instead of text/email/Skype, creating special instructions, scheduling, or…

Email Migration Groups

When you are planning to migrate users from one email platform to another, prepare for at least 3 types of migration users: 1) Self-migration – track, check back individually and weekly to confirm success, Skype/walk through users having difficulty 2) Enterprise migration tool – ensure users confirm results for each file type to avoid issues…

Fresh Fog

A blurb about optimal performance.  One must agree a rested, fresh, alert mind is preferable to a reeling, scattered, distracted one.  As must as i detest the phase, “self care” is a requirement for our demanding, fast paced world of technology implementations. Things I make myself do to stay in top form: Before I start…

Holidays, Global and Otherwise

Schedules can be challenging in general, let alone when working globally.  For instance some European groups take 4 weeks of vacation off.  For a SME whose input is critical to your project, that could be a significant impact. While you cannot ask for an itinerary and hotel numbers, you can review the schedule with those…

Just Get More People, Right?

Wrong.  Consider the following when you are behind in schedule or have a newly added chunk of work to your project: Phase the new work to after you finish the already planned project work Have you taught someone to drive, do dishes, play a board game?  It takes more than double the time to do…

1,178 Page Project

PMI PMBoK has been published since 1996 and is due to release the 6th edition late 2017. You can read in detail its purpose and intent by clicking here. Having taken the PMP test and gone through PMI, CompTIA Project+, ITIL, and a number of other courses dealing with managing technology changes, I would summarize my experience…

Quick Meeting Recall

When you are going 1,000 miles per hour, you tend to push formalities aside and your essentials list gets smaller and smaller. One item you absolutely cannot miss doing is recapping every single project meeting. Here is how to do it quickly: For Microsoft Outlook, go to your calendar and right-click on your meeting invite, and…

Exclusions

Exclusions are anything that isn’t included as a deliverable or work for the project. It’s important to list exclusions in your scope documentation so there is no misunderstanding about features or deliverables once the product is complete.  Think of exclusions as corporate or user assumptions all interested parties might make from the gist or title…

Crisis Project

Your main developer quit, your QA tester is going on maternity leave, and the boss is planning to have your project all done when they get back from vacation. What do you do right now?  What is critical and what can wait? How can you be successful when so many things are going wrong. And…

We've been there

Over 10 years’ experience managing projects in technology, office properties, and education. Past Bachelor of Science teacher for project management courses for certification. Routinely manage discovery, phased requirements, unplanned, and crisis projects to a successful completion.