RPI’s Project Delivery Methodology

Big or small, RPI Consultants employs a flexible Project Delivery Methodology that is customized to meet the unique needs of each client and project by combining proven tasks, deliverables, and checkpoints that have developed over time through the successful delivery of hundreds of professional services projects. Join RPI’s Senior Project Manager Julia Robinson and Project Coordinator Daniel Jenab to learn more about RPI’s Project Delivery Methodology.

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Transcript

Daniel Jenab:

Hello everyone and welcome to another one of RPI’s Webinar Wednesdays. Before we begin, I’d like to apologize for any background noise. It appears somebody took technical architecture a little too literally.

This webinar is titled Project Delivery Methodology, An Overview of the Content and Process Automation Project Management Methodology.

Before we get going, just a few brief housekeeping items. This webinar will be recorded online and will be made available through email, and you will receive that when it’s up and running. We also have moderators standing by so you can use your GoTo panel to submit any questions you may have along the way. You can view all of our previously recorded webinars online and submit a potential topic for upcoming webinars at rpic.com/webinars.

Later today, you’ll have the opportunity to hear about Accounts Payable Reporting at 1:00 PM central time. Looking ahead, next month is a very exciting month for webinars. On Wednesday, May 1st a special guest will be flying into the KC office for a can’t miss presentation on Evaluating APIA or Third-party Workflow for Invoice Processing, followed by a discussion over Visual Basic Scripting for Perceptive Content that afternoon.

Well, for my official introduction, my name is Daniel Jenab, and I’m a Project Coordinator here at the CPA practice of RPI. I received my Master’s Degree in Communications Management from the George Washington University. I specialize in complex integrations and solutions, with a focus on higher education and manufacturing. Finally, I’m the de facto office personal trainer and nutritionist. Remember, a personal health check is just as important as a solution health check.

Julia Robinson:

Wow, thanks Daniel. My name’s Julia Robinson and I’ve been a Project Manager for about eight years. I’m a Senior Project Manager here at RPI. I’ve worked in a lot of different industries, ranging from military, government, intelligence, emergency power and information technology. I’ve completed four Tough Mudder Events, so you’re going to have to choose who should be the de facto office trainer.

Daniel Jenab:

The first thing we’ll cover in this webinar is a brief overview of RPI, who we are and what we do. Next, we’ll take a walk through our project methodology, review the significant pre-kickoff project deliverables, cover some project monitoring tools and strategies, review some 2019 project measurement initiatives spearheaded by Julia here. And finally, we’ll end with a questions and summary section.

Julia Robinson:

A little bit about RPI Consultants. We’re a professional services organization with over 18 years of experience in designing, implementing, supporting of ERP, ECM and advanced data capture solutions.

We have 80 full time consultants, project managers, coordinators, and technical architects. We have offices located in beautiful Kansas City, Missouri, Baltimore, and Tampa. We do technical strategy and architecture, expert installations, upgrades, on demand product support, and manage your solution. Some of our expertise revolves around business process analysis, workflow design, and solution and product enhancements for all the platforms you see listed below.

RPI has a Project Management Office which encompasses the entire RPI Consultants. They drive company-wide initiatives to consistently improve our client and project processes. Our PMO department is staffed by a team of expert project managers and coordinators who house extensive product and solution knowledge. Project Management encompasses everything project. Managing resources, our timelines, change process, and quality assurance.

My role as a Senior Project Manager for the Content & Process Automation Practice is to ensure the overall quality for all projects in our Kansas City practice. Some of our 2019 Initiatives are Proactive Management, which we’ll review in future slides. We have technology specific initiatives that range from small iScript development all the way to ERP implementations and dynamic project scaling.

Daniel Jenab:

Let’s get into the meat of the presentation. Let’s jump in with RPI’s Project Delivery Methodology. We take a phased approach, broken out for each component of the project, to ensure that each project step is completed and verified. This helps build a strong foundation for the rest of the project.

There are four critical Project Delivery Methodology Phases: Discovery and Design, Configure and Develop, Test and Train, Go-Live and Transition. Lastly, as you could see in our graphic, encapsulated within these phases is iterative projects administration and management. While our methodology may be broken out in specific project phases, at the foundation of our approach is a thorough and comprehensive administration and management.

The first project phase is the Discovery and Design phase. Tests that occurred during this phase include setting up project management tools and resources, meeting with functional and technical leads to define requirements, and creating solution design documentation. Some example deliverables that a client may receive are project plan timeline, project dashboard and reports, status reports and scheduling status meetings,