Project Planning Workshop Agenda

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a) Project Objectives Benefits b) Project Scope i) Function/Process Order Processing Product/Services Invoicing Shipping Maintenance Renewal Customer Service Purchasing Materials/Purchasing Planning Inventory Costing Bill of Materials Work Orders Accounts Receivable Accounts Payable Matching General Ledger ii) Organization and/or Geography iii) Users iv) Conversion Data Automated, Manual Source v) Interfaces vi) Reporting General reporting Materials planning custom module c) Project Risks d) Project Assumptions 4) Implementation Strategy a) Sequence Timing Basic functionality August/September Advanced functionality end of year b) Conversion - Manual vs..

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