Initiation (Project Launch)

Official Project Kickoff

• Agenda: Establish project governance, define core implementation teams, finalize milestones, and agree on communication protocols.
• Client Preparation: Assign dedicated internal resources. Bring lists of core project team members, key department contacts, and internal blackout dates (e.g., year-end closing).

To-Be Process & Capability Mapping

• Agenda: Design future-state workflows, mapping business needs directly against the chosen software’s out-of-the-box features.
• Client Preparation: Business process owners must attend ready to reimagine their workflows and look critically at how the new system can optimize their operations.