Consulting
Primavera's Six-Step Implementation Methodology
Flexible solutions for optimal results
Your company has specific needs. Primavera has flexible implementation and technical consulting solutions.
Choose our six-step implementation process to ensure maximum results, or pick and choose the specific services you need.
Primavera Services will manage the implementation process and guide you every step of the way to build a solid foundation for successful projects.
Partner for Success
When necessary, Primavera partners with other service providers to ensure you receive the best possible service solution. The partnerships are founded on a shared commitment to excellent customer service and successful implementations. Together we are committed to providing you with best-of-breed, customer-focused project and process management solutions.
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Step 1 - Readiness Assessment
Consulting
Primavera Services has highly trained technical experts on staff to improve your understanding and provide support through a thorough needs assessment. Our experts visit your site and review your data requirements, reporting mechanisms, project structures, hardware and systems configurations, existing processes, current practices and more.
Once we assess your needs, we can determine, if necessary, which Primavera project management solutions will work best, and how to implement them in the most efficient manner possible. A Needs Assessment Team typically consists of the following individuals from your organization:
- An implementation sponsor
- Core implementation team members
- Project managers
- Pilot users representatives
- Resource managers
- A Database administrator
- LAN and WAN administrators
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Step 2 - Design
Custom Reports, Templates, Distribution Lists and Schedules
In the Design step, we design the strategy to implement the recommended Primavera® solution. Step 2 uses the following elements to create a customized implementation plan:
- Definition of project management, project office, supporting data structures, departmental and resource management processes and roles to be modeled for the pilot
- Identification of views and reports of project data to support each position within your company
- Setup of test environment
- Documentation of detail for how the system is installed, set up, structured and carried out to meet the needs outlined in step 1
- Creation of a working model test plan consisting of test scenarios, hardware/software requirements, training requirements and a test schedule
- Training curriculum and schedule
Depending on your needs, we can design custom reports easily and cost effectively to fit your unique specifications. To capitalize on similarities among your project, Primavera also can create time-saving, repeatable plans and project templates to serve as starting points for your project managers.
To help you manage work most effectively, Primavera defines information needs and creates intelligent reporting packages. Working with your staff at every level, we design reports and checklists that clearly state the type and detail of every project throughout your organization.
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Step 3 - Prototype and Test
Creating a Structure, Testing Prototypes, Status Reports
Step three is to build and test a working model. The objective is to show how Primavera® products can be tailored to meet the requirements identified in step 1, and can be designed as specified in step 2. Primavera will:
- Create the working model
- Prepare testers
- Conduct the test and document results
- Develop custom training
By testing and debugging your project management environment with step 3, we identify and resolve any issues in structure and information flow. We also develop coding schemes for activities, resources, project structures and build code dictionaries to ensure consistency of data throughout your environment.
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Step 4 - Production Validation
Testing, Procedure Manuals
A pivotal point in the implementation of any Primavera® solution, the production validation test helps us determine a detailed plan for a successful rollout.
We will prepare and conduct a production validation operation that enables a targeted group of users to work with the software. We can train -- either on or off-site -- using your real projects and answer questions or solve problems as they arise. Using your real-world project data ensures that the software has been configured accurately and is performing to your standards.
Following your Production Validation Test, you will be provided with a customized procedure manual for using the software in your organization. Use this manual as support for existing procedures and policies.
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Step 5 - Rollout
On-site Support and Training
As you roll out Primavera® software throughout your organization, we continue to provide on-site direction and support, allowing us to troubleshoot and solve any unforeseen challenges that arise.
Whether you're implementing a Primavera solution for the first time, or adding on to an existing Primavera implementation, our Services team can provide the training you need. We offer an array of courses designed to help you optimize your use of Primavera software.
Join us for a training session at one of our facilities - in Philadelphia, Pa. or San Francisco, Ca. Or, we can send a trainer to your facility. You may also have a staff member be certified as an Authorized Primavera Trainer, so they can train the rest of your staff as needed.
After training is complete, final rollout will begin. Primavera will monitor performance of the rollout plan and spot-check users to ensure the project management processes are functioning as intended.
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Step 6 - Assess Results
Implementation Overview
The final step in the implementation plan includes a formal assessment of results achieved and lessons learned. This will be presented as a formal, detailed presentation.
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