This phase focuses on needs assessment, definition of implementation project scope, and project planning.

Discovery Questionnaire

This questionnaire provides a structure for the needs assessment process. Have the implementation team work through these questions early, to help you define setup, processing, and reporting requirements.

Attachment: DiscoveryQuestionnaire.doc

Implementation Plan

This document helps you define the scope of work, communication plans, and change management strategy.

Attachment: ImplementationPlan.doc

Training Plan

This high-level training plan outlines recommended training by role.

Attachment: TrainingPlan.doc

Implementation Project Schedule

You can use this template as a starting place for the project schedule. Track the setup tasks for each module, person responsible, due date, and any other resources or prerequisites. At minimum, track key milestones.

Attachment: ImplementationProjectSchedule.xls

Business Process Management Tools

Use this short primer during the implementation kickoff meeting to establish some key project management techniques to conduct needs assessment and manage the project scope.

Attachment: BusinessProcessManagementTools.doc

Implementation Status Report

Use this template to report “red/yellow/green” status on a weekly basis, identify risks and challenges, and document key milestones.

Attachment: ImplementationStatusReport.doc

Risk Register

This document provides a list of common risks for software implementation projects. use this list to help identify issues that can jeopardize the on-time success of your implementation, along with a migration plan for each risk.

Attachment: RiskRegister.doc

Issue Log

Use this spreadsheet template to track implementation project issues and decisions. (Issues are less severe than the risks you record in the risk register.) Alternately, use the User Acceptance Plan and Punch List spreadsheet to track solutions or decisions required to keep the project on track.

Attachment: IssueLog.doc

Change Request Form

Have members of the implementation team complete this form to request other implementation work that impacts scope, schedule, or resources.

Attachment: ChangeRequestForm.doc

This phase focuses on configuring the software to meet business process needs and training the project team to conduct user testing to validate established procedures. Essentially, you're executing the plans you built during the PLAN phase.

Setup Guides

The Setup Guides include educational information, business process considerations, beginning balance strategies, and references to decision worksheets and checklists. These guides help you configure Sage 300 Construction and Real Estate. You can purchase them from Sage University Marketplace.

The available setup guides are:

• Accounting Setup Guide for Construction Accounting: Considerations for setting up your general ledger chart of accounts, cash and payables processing, job and equipment costing, and receivables tracking.
• Accounting Setup Guide for Real Estate: Considerations for setting up your general ledger chart of accounts, cash and payables processing, and property lease and tenant management.
• Payroll and Remote Time Setup Guide: Considerations for setting up employee wages and automating your payroll processing, and configuring the Remote Time module. This guide assumes that you've reviewed the Accounting Setup Guide appropriate for your business.
• Purchasing and Inventory Setup Guide: Considerations for setting up your items database, tracking inventory valuation, and processing purchase orders.
• Service Management Setup Guide: Coming soon. Considerations for configuring your service products, setting up agreements, and tracking work orders from the initial request to the final billing.

Setup Forms (PDFs)

You can use these convenient forms with the Setup Guides. Use them to note setup decisions and requirements, which you can file as a permanent record of the Sage 300 Construction and Real Estate configuration.

• Accounting Setup Forms - Construction Version
  Attachment: AccountingSetupFormsConstructionVersion.pdf
• Accounting Setup Forms - Real Estate Version
  Attachment: AccountingSetupFormsRealEstateVersion.pdf
• Payroll and Remote Time Setup Forms
  Attachment: PayrollAndRemoteTimeSetupForms.pdf
• Purchasing and Inventory Setup Forms
  Attachment: PurchasingAndInventorySetupForms.pdf
• Service Management Setup Forms
  Attachment: ServiceManagementSetupForms.pdf

Setup Lists (Excel)

This spreadsheet supplements the Accounting Setup Forms document for data types that you can more easily manage in spreadsheet format.

• Accounting Decisions Spreadsheet - Construction Version
  Attachment: AccountingDecisionsSpreadsheetConstructionVersion.xls
• Accounting Decisions Spreadsheet - Real Estate Version
  Attachment: AccountingDecisionsSpreadsheetRealEstateVersion.xls
• Payroll and Remote Time Setup Lists
  Attachment: PayrollAndRemoteTimeSetupLists.xls
• Purchasing and Inventory Setup Lists
  Attachment: PurchasingandInventorySetupLists.xls
• Service Management Setup Lists
  Attachment: ServiceManagementSetupLists.xls

User Acceptance Testing (UAT) Plan and Punch List

Use this template to create a pilot test plan and punch list. The objective for this document is to help you determine whether the software meets the business processing needs and validate converted data if applicable. Track any product, process, or conversion issues discovered during User Acceptance Testing. Assign a priority and owner to each issue, and document the resolution.

Attachment: UserAcceptanceTestingUATPlanAndPunchList.xls

Procedures Guides

For each module, we’ve provided an easy-to-customize template for the most common tasks. Use these to document the steps and guidelines for employees to follow in the new system. Keep them updated to facilitate future training and cross-training for employees. We've grouped these templates to match the setup guides.

• Accounting Procedures - Construction Version
  Attachment: AccountingProceduresConstructionVersion.zip
• Accounting Procedures - Real Estate Version
  Attachment: AccountingProceduresRealEstateVersion.zip
• Payroll Procedures
  Attachment: PayrollProcedures.zip
• Purchasing and Inventory Procedures
  Attachment: PurchasingAndInventoryProcedures.zip
• Service Management Procedures
  Attachment: ServiceManagementProcedures.zip