Claritum Implementation Discovery Agenda

Owned by Kasia Czwarkiel (Unlicensed)
Jul 20, 2016

Implementation Discovery Agenda

The Claritum System Implementation Discovery Wokshop allows Claritum Implementators and the Client to come together and define, in a structured way, the fine-grained details of how the Claritum System should be configured and deployed.

It also presents an initial opportunity for key Client individuals to gain a clear overview of the scope of the implementation and workflow.

There are 3 key stages to the Discovery and the entire phase can take anywhere between 1 and 3 days, depending on participant's availability and the scope and size of the implementation.

Agenda

Stage 1: Organizational and Process Workshop

Attendees:

  • Claritum Implement(ors)
  • Client Implementation Project Manager
  • Client 'Super Users' and key personnel (i.e. individuals with detailed knowledge of current or required processes and procedures)

Agenda:

INTRODUCTIONS & OBJECTIVES

  • Introductions and roles
  • Review Client's Organizational Structure
  • Key business objectives
  • Review Client's Value Proposition / Competitive Advantage
  • Review Client's Commercial Model

PROCESS

  • Review Client’s overall sourcing, procurement and invoicing process
  • Discuss and Agree System related roles, privileges and terminology
  • Identify ‘ownership’ throughout each step in the process
  • Review Customer-specifics
  • Review Claritum Standard Processes (capture differences)
  • Review Claritum Optional Components
  • Communicate data requirements for loading on system

REPORTING

  • Review Customer Reporting Requirements
  • Review Standard Suite of Reports
  • Review key business metrics

IMPLEMENTATION

  • Review the draft implementation plan

Prerequisites:

  • Sand-box system set up but not necessarily branded.
  • Draft implementation plan has been produced and issued to key individuals.

Stage 2: Supplier Workshop

Attendees:

  • Claritum Implement(ors)
  • Client Implementation Project Manager
  • Client Supply-Chain Manager

Agenda:

  • Review existing Supplier Roster and details
  • Identify data requirements for Claritum system and assign responsibility
  • Validate process assumptions from Organizational and Process Workshop
  • Identify what if any Instant Estimating Suppliers will be mobilized and add activities into the project plan (outside of scope)
  • Identify Supplier on-boarding and communications plan
  • Identify Current Supplier Spend and Baseline

Prerequisites:

  • Publish / Have ready the supplier roster

Stage 3: Technology Workshop

Attendees:

  • Claritum Implement(ors)
  • Client Implementation Project Manager
  • Client CTO / Technical Manager
  • 3rd-party technology providers as required

Agenda:

  • Review additional system integration requirements
  • Identify key inputs, activities and milestones

Prerequisites:

  • Additional system integration requirements have been broadly discussed and required 3rd-party technology providers have been identified.