SIS Academy 365

Introduction

Review and Align the Scope of the Project

Prepare Teams Site

Mobilization - Quiz 1

Define a sequence of Workshops for Solution Design Phase

Define specific Agendas per each Workshop

Mobilization - Quiz 2

Prepare OneNote pages per each Workshop

Define a list of required materials Customer needs to prepare and send in advance and Assign Session Home Work (Pre-requisites) tasks to client for sample data collection

Mobilisation - Quiz 3

Work with PM on Scheduling all sessions

Ensure ADO properly reflects in-scope elements

Mobilization - Quiz 4

Review Sample Data and Key documentation prepared by the client

Define additional configuration on top of Base Line

Solution Design - Quiz 1. Beginning of the Solution Design phase

Execute and Pre-configure the system

Create a presentation

Validate key process elements before Workshop sessions

Solution Design - Quiz 2. Workshop preparation

Execute Solution Design Workshop

Record the sessions and publish recordings in Teams

Create Workshop Notes

Ensure all tasks and follow up action items are captured and assigned in ADO

Solution Design - Quiz 3. Execute Solution Design Workshop

Create/Update additional requirements in ADO

Create/Update additional processes in ADO

Create additional Tasks in ADO

Create/Update additional configurations in ADO

Solution Design - Quiz 4. Manage ADO tickets

Classify Requirements as Fit, Gaps or Out of Scope

Assign Requirements and Processes to Client Lead for Acceptance

Solution Design - Quiz 5. Requirements

Update detailed Process Flow Diagram

Create Solution Design Document (SDD)

Review at 50% completion with Client Owner

Review at 75% completion with Client Owner

Schedule and run pre-review at 100% with Client Owner

Complete final SDD version and present on Final Review Session

Revise or Edit SDD based on Clients feedback

Solution Design - Quiz 6. SDD

Update Processes in Azure DevOps

Update Configurations in Azure DevOps

Update Requirements in Azure DevOps

Create/Update Change Requests in Azure DevOps

Create/Update Enhancements in Azure DevOps

Create/Update Bugs in Azure DevOps

Ensure all tasks and follow up action items are captured and assigned in ADO

Solution Development - Quiz 1. Update DevOps work items

Configure the system - iterative process

Approve configuration

Solution Development - Quiz 2. Configure D365

Prepare Test Cases

Unit Test Features and Processes

Solution Development - Quiz 3. Create Test Cases/ Unit Test

Prepare for Prototype Review

Process Walkthrough

Conduct Workshop

Record the session and publish recording in Teams

Create Workshop Notes

Solution Development - Quiz 4. Process Design Workshops

Create Functional Design Document

Review FDD document with a client

Solution Development - Quiz 5. Functional Design Document

Testing support

Data Migration Support

Test the OOTB processes for each iteration

Test the customized processes for each iteration

Solution Development - Quiz 6. Client Support

Prepare the test environment for the next Iteration

Update DevOps items related to the next Iteration

Schedule meetings related to the next Iteration

Solution Development - Quiz 7. Next Iteration Preparation

Execute Scenarios

Support Client Running Scenarios

CRP Preparation

Solution Development - Quiz 8. CRP, Executions & Support

Check all the configurations and update if missing

Support client with testing

Assist client with testing of customizations

Support Data migration

Assist with additional user training where required

Work with client and security lead to finalize, assign and test all security roles

Work with client and SIS directly to prioritize bugs that have to be closed

Quiz 1. Deployment Phase

Final word