1. Project preparation
1. Prepare the project deployment package (obtained from the testing department)
2. Check the project contract, pay attention to the contract amount and function list
3. Communicate with the market staff to agree to the customer’s needs beyond the contract
4. Project preparation
① Please develop Write the deployment instructions and deploy the system according to the requirements of the deployment instructions
② Understand the functions and business of the system and the system usage process
③ Understand the advantages and disadvantages of the system and focus on the shortcomings
④ Check whether the system meets the contract requirements
2. Hold the kick-off meeting
1. Prepare relevant materials for the kick-off meeting, such as kick-off meeting PPT
2. Communicate with Party A’s project manager about the time of the kick-off meeting and the participants
3. Before starting the kick-off meeting, check whether the on-site environment of the kick-off meeting meets the requirements of the kick-off meeting
4. The ppt content of the kick-off meeting includes construction goals, organizational guarantees, working methods, risks and misunderstandings
5. The goals of holding the kick-off meeting:
① Inform Party A’s personnel related to the project that the project has begun
② Inform Party A of our working methods and Required cooperation
③ Avoid risks and misunderstandings in advance
6. Precautions for the kick-off meeting: Party A’s senior management must participate
3. Formulate the implementation plan
1. The contents of the implementation master plan include: task name, start time, end time, required work days, required cooperation, deliverables, person in charge 2. Implementation of the master plan requires the signature of Party A’s project leader for
confirmation
4. Business research
1. What is demand: It is the user's requirement for the software system and the need to solve the problem
2. What is demand research: It refers to a series of activities that repeatedly communicate with customers to obtain demand
3. Pre-development requirements The difference between research and implementation business research
: Pre-development demand research: research functional requirements and non-functional requirements, and the output is the "Requirements Analysis Instructions"
Implementation business research: research user needs and business needs, the output is a "Business Research Report"
4. Steps of business research:
① Preparation before research
1) Preparation of relevant materials: survey forms, survey templates, question lists, etc.
2) Make a research plan
3) Prepare tools (prototypes) to be used in the research
② Survey and Recording
1) Discussion method: Talk to users and ask users prepared questions, suitable for leaders
2) Questionnaire method: Distribute questionnaires to user groups, suitable for functional departments
3) Observation method: Observe users’ work and extract needs, Suitable for the business department
③Sorting needs: According to the research theme, research object, researcher, research time, and research description 5 aspects of sorting ④Compiling
"Business Research Report"
⑤Confirming needs
5. Precautions for business research
①Do not listen to the needs Attached to the solution idea
②Each survey forms a correct document
③Do a good job in the control of demand changes (write a demand change confirmation form for each change, and ask the user to sign for confirmation)
6. The mentality of business research
① A mentality of equal cooperation with customers
② A mentality of calmly facing demand changes
7. 5 improvements in business research
① Improve observation ability
② Improve industry knowledge (business)
③ Improve communication skills
④ Improve shorthand ability
⑤ Improve summary ability
5. Implementation plan
1. Business research plan
2. User training plan
3. System launch plan
6. Data collection (localization)
1. Data classification to be collected: basic data, business data
2. Data collection method:
① Use execl form to collect, the system needs to have execl import function
② Obtain data from a third-party system, need Third-party systems provide interfaces
③Business data is generally collected by templates and configured and implemented in the system by implementation engineers
7. System deployment
1. Check whether the deployment environment meets the software deployment requirements (server, network, third-party interface, etc.)
2. Deploy the system according to the requirements and steps of the deployment instructions
3. Debug the system and test whether all functions of the software can run normally
4. Carry out automatic database backup
8. User training
1. Prepare relevant training materials (training plan, operation manual, training ppt, screen recording, etc.);
2. Issue training notice three days in advance
3. Check whether the environment of the training site meets the training requirements one day in advance
4. User training sequence
① System administrator
② Core users
③ Leadership
④ Ordinary users
5. Precautions for training
① Do not focus on centralized training, training should be divided into positions
② Organize sign-in before training, and find relevant leaders to sign for confirmation after training
9 , Online trial run
1. Delete the test data before the trial run starts
2. Pay attention to the system trial dynamics in a timely manner
① Pay attention to the month-on-month growth rate of users
② Pay attention to how much core data has been added
③ Instantly solve the problems raised by users
3. Sign at the end of the trial run System test run report
10. Acceptance
1. Prepare the acceptance report and organize the acceptance review meeting
2. Find the relevant leaders of Party A to sign the acceptance report
3. Do a good job in handover with operation and maintenance. Such as the contact information of both parties, system deployment related information
(IP, user name, password of server, system, database, etc.), third-party interface, etc.
11. Operation and maintenance
1. Ensure the normal operation of the system and solve user problems during use
2. Regularly check the remaining resources (such as hard disk, memory, etc.) of servers, databases, etc.
3. Maintain customer relationships