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Create a Project Summary
The summary should contain the project requirements as well as an overview
of the company's initiative including the benefits from new technology
as well as any possible obstacles that you might have identified.
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Choose a Vendor / Partner
Most important in choosing a vendor is the company
track record of successful installation rollouts, its
national footprint / ability to deploy technicians nationwide,
high quality software management program as well as all
communications be performed through a single point of
contact. |
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Choose the Project Team Members
This should include the project team roles that are expected
both from your organization and the vendor chosen to
implement and manage the rollout. |
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Develop a Pilot Site Document
It is advisable to first perform
installation on a pilot site and create a document
that summarizes all installation requirements that
would be later implemented at all sites. The document
will assure that all tasks are clearly identified and
documented and delivery systems for materials are identified
and in place. |
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Complete Contract with the Vendor
Develop a list of all sites involved, describing if possible
the location (mall, military base, airport, etc.). Pricing
as well as Terms and Conditions can now be established
for the entire rollout. Clearly define the Terms and
Conditions early in the negotiation process. Expectations
and roles should be clearly understood by all parties. |
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Develop a Statement of Work
The statement of work (SOW) should be as accurate as
possible. It will involve efforts for creation from both
parties. |
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Implement "Help Desk" Processes
These processes are established
in order to "check
in / check out" technicians, problem determination,
problem resolution and escalation of issues. An escalation
plan process should also be in place. The document
should include the list of contacts with higher level
authority that can assist in the resolution of issues. |
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Develop a Project Charter Document
This document augments the Statement of Work. It describes
partner roles and responsibilities for all resources
involved, determines goals and milestones, and identifies
in detail all requirements including invoicing and communication. |
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Create a Site Installation Schedule
The rollout schedule needs to be develop with the installation
partner(s) input to take advantage of their assets and
experience. They should have a system in place that determines
the most cost effective ways to implement the rollout. |
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Complete a Feedback Documentation
A reliable partner will have a feedback documentation
that is used to improve the quality assurance. An established
vendor will have a mature quality assurance process in
place, designed to assure that the installs are on track
and resolutions of any issues are timely. |