FlexDeploy Evaluation Template

Objective

Create an actionable plan which allows users to evaluate FlexDeploy within 4 weeks.  The important aspects of this plan include a clearly defined scope, assigned resources, defined success criteria, regular checkpoints, and support from Flexagon along the way.  Flexagon's process to enable evaluators to achieve this objective is summarized as follows:

  • Develop an evaluation plan
    • Current state assessment & future state planning
    • Define scope (technologies and use cases)
    • Determine customer resources required to meet objectives over a 4 week period
    • Create a simple project plan to make the objectives actionable and achievable
  • Flexagon will provide consulting for the first two weeks (six 2 hour working sessions)
  • Weekly review of progress and issues with customer implementation and leadership teams, and Flexagon sales and consulting teams.
  • Email support for the remaining two weeks of the evaluation period
  • Support in creating the presentation, demo, and business case to key stakeholders and decision makers
  • Final review and definition of any next steps

The evaluation planning, working sessions, support, and assistance in preparing the business case are available at no cost.

Assumptions

  • Evaluation will be executed over 4 contiguous weeks
  • Customer will provide resources required to carry out the defined scope within the evaluation period
  • FlexDeploy installation (including any supporting software) will be completed prior to the start of the evaluation period
  • The pre-evaluation checklist is completed prior to the start of the evaluation period

Deliverables

  • Evaluation Plan
  • Execution of Use Cases per evaluation plan
  • Meeting minutes of each checkpoint
  • Presentation/Demo/Business Case

Pre-Evaluation Checklist

  • 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 Preparation for FlexDeploy POC.
  • Have working sessions been scheduled?
  • Have checkpoint meetings been scheduled?

Scope

The Evaluation Planning will define the scope of the evaluation:

  • Technologies
  • Future State Definition
  • SCM Integration
  • External tools such as Jira or ServiceNow
  • Enviornments & Instances participating in the pipeline

Use Cases

Specific use case to be carried out (including pipeline and release).

Evaluation Project Plan

See sample project plan for 4 week evaluation.

  File Modified

Microsoft Excel Spreadsheet FlexDeploy Evaluation Project Plan Template.xlsx

May 01, 2019 by Erick Jones

Resources

Estimated resources required for the evaluation.  Week zero is in the two weeks leading up to the start of the evaluation.

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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