FlexDeploy Evaluation Template
- Karl Henselin
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.
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)
- style