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

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

Role	Resource Name	Hours 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

Role	Resource Name	Hours 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

Role	Resource Name	Hours 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.

Role	Resource Name	Hours 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

Role	Resource Name	Hours 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)