Project Files
Working documents from the implementation.
The files below follow the same project sequence as the main case study. Open the summaries for a quick read or the workbooks for the underlying detail.
1. Initiation
Project scope, business outcomes, roles, risks, and the handoff into delivery.
2. Discovery & Process Design
Current-state work, root causes, and future-state direction.
Discovery Summary
Sessions, findings, pain points, root causes, and design direction.
Current & Future State Process Maps
Two-page view of the operating flow before and after the change.
Discovery Workbook
Stakeholders, questions, findings, systems, and traceability.
3. Requirements & Solution Design
Business requirements, rules, configuration, access, and system exchanges.
Business Requirements & Solution Design
Release 1 requirements, rules, system design, and acceptance approach.
Requirements & Traceability
Requirement detail, source, priority, acceptance, and linkage.
Configuration / Fit-Gap / Interfaces
Configuration decisions, product fit, roles, permissions, and interfaces.
4. Project Delivery
Plan, status, risk, ownership, and change control.
Executive Project Status
One-page health, risks, open items, and next milestone.
Project Delivery & Governance
Implementation plan, RACI, RAID, decisions, and communications.
Change Request: Route Planning Tool
Business case and decision for a proposed scope change.
5. Data Migration
Source data, mapping, quality, remediation, and reconciliation.
Migration Readiness & Reconciliation
Summary of the two migration cycles and readiness decision.
Data Readiness & Migration Workbook
Inventory, mapping, cleansing, cycle results, exceptions, and reconciliation.
6. UAT & Release
Acceptance scenarios, defects, regression, and release decision.
UAT & Release Summary
Initial result, defect correction, regression, and final exit.
Validation & Release Workbook
Traceability, UAT cases, defects, regression, and release baseline.
7. Training & Launch
User readiness, cutover, launch, hypercare, and support handoff.
8. Operations
Capacity, service readiness, and inventory control.
Workforce Capacity & Inventory Model
Seasonal capacity, technician-day scenarios, inventory and operating decisions.
Inventory Replenishment SOP
Readiness states, reorder process, shortage handling, and ownership.
9. Analytics & AI
SQL, model design, and AI evaluation detail.
SQL Query Pack
Ten executable operating analyses.
Analytics Model / KPI / Power BI Specification
Model, measures, management questions, and report-page design.
AI Evaluation Data
Evaluation set and controlled-result fields.