The purpose of this activity is to review the Work Request as submitted by Enterprise Resource Management, develop the Project Scope, and prepare a Detail Estimate and Schedule for the activities of Phase 1.  

OVERVIEW

An Enterprise Engineering project may be started based on the initiative of Information Resource Management or, more typically, as a result of a Phase 5 of another EEM project. In all instances, project work is initiated by Information Resource Management and placed under the authority of Enterprise Resource Management for control.

Enterprise Resource Management allocates appropriate personnel for Project Management and Enterprise Engineering. Project Management is responsible for assuring that all project activities are executed within time and cost objectives. If the project is to study a specific area of the company, it is highly recommended that a user from that area perform the role of Project Manager. Enterprise Engineering will perform the analytical tasks during the project.

An Enterprise Engineering project may be performed to study either the entire enterprise or a part of the enterprise (e.g., Administration, Engineering, etc.). The objectives of the project, particularly the areas of the enterprise involved, must be specified in the project scope. The purpose of the scope is to establish among all concerned WHAT is being studied and WHY, and obtain agreement.

To assist in the preparation of the Project Scope, Enterprise Engineering should obtain any available organization charts for the departments involved in the project. These charts will help identify personnel and their functions and provide an initial frame of reference.

Along with the scope, Enterprise Engineering prepares a Detail Estimate and Schedule covering all of the activities in Phase 1. This estimate, with the associated costs and scope, should clearly show WHAT is going to be accomplished and WHEN. The estimate and schedule is reviewed with Project Management for approval.

The Project Scope and the Detail Estimate and Schedule are then reviewed with Enterprise Management for approval.

Prior to undertaking a full phase study in an organizational area, Enterprise Engineering and Project Management should be introduced by Enterprise Resource Management to all pertinent User Management personnel. This introduction serves two purposes: the analyst can associate names and faces to the organization chart, and secondly, the user personnel are informed of the Phase 1 interviews. People, by nature, have a fear of the unknown. If an analyst enters unannounced to conduct interviews, the personnel involved may feel suspicious of the analyst's motives and will refuse to cooperate in this vital segment of the project. During the introduction, the purpose of the study and the individual interviews are explained.

After the completion of Activity A, Project Management and Enterprise Engineering has documented:

1. The Project Scope.

2. The Phase 1 Detail estimate and schedule as prepared on a Project Control Sheet.

Enterprise Resource Management then reviews the documents for approval.  

STEPS IN EXECUTION

1. Project Management and Enterprise Engineering evaluate the Work Request as submitted by Information Resource Management.

2. Project Management and Enterprise Engineering becomes familiar with the organization structure of the affected user departments.

3. Project Management and Enterprise Engineering defines the scope of the project. The Project Scope defines the objectives of the project and the areas of the organization involved.

4. Project Management and Enterprise Engineering prepare a Detail Estimate and Schedule for the activities of Phase 1 which is reviewed, along with the Project Scope, with Enterprise Resource Management. The estimate may be either accepted, rejected or modified.