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Objective

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  • Is there budget for purchase provided evaluation is successful and business case can be made?
  • Is there a clearly defined scope?
  • Are all use cases documented?
  • Is FlexDeploy installation complete?
  • Are sufficient and appropriate resources allocated to complete the POC scope during the evaluation period?
  • Has all the requested supporting information been collected (e.g. environment/server details)?  See Preparing for FlexDeploy POC or Implementation.
  • Have working sessions been scheduled?
  • Have checkpoint meetings been scheduled?

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Week 0 - Evaluation Planning / Pre-Evaluation Checklist

RoleResource NameHours Expectation
Flexagon Consultant
2
Customer Technical Lead

2-5 (based on scope)

Customer Administrator
2-5 (based on scope)
Customer Project Sponsor
1

Week 1 - FlexDeploy Configuration & Hands-on Training

RoleResource NameHours Expectation
Flexagon Consultant
6
Customer Technical Lead

12-20 (based on scope)

Customer Administrator
3-5 (based on scope)
Customer Project Sponsor
0.5

Week 2 - FlexDeploy Execution & Use Case Execution

RoleResource NameHours Expectation
Flexagon Consultant
6
Customer Technical Lead

12-20 (based on scope)

Customer Administrator
1-3 (based on scope, as needed)
Customer Project Sponsor
0.5

Week 3 - Execute Use Cases contd.

RoleResource NameHours Expectation
Flexagon Consultant
2 (email support)
Customer Technical Lead

10-20 (based on scope)

Customer Administrator
1-3 (based on scope, as needed)
Customer Project Sponsor
0.5

Week 4 - Prepare demo, presentation & business case

RoleResource NameHours Expectation
Flexagon Consultant
1-2
Customer Technical Lead

2-4 (based on scope)

Customer Administrator
1-3 (as needed)
Customer Project Sponsor

1-2

Meetings

  • Evaluation Planning (1 hour)
  • Checkpoint #1 (30 minutes)
  • Checkpoint #2 (30 minutes)
  • Checkpoint #3 (30 minutes)
  • Presentation/Demo/Business Case Preparation (1 hour)

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