Dashboard
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The document summarizes an expense management solution project to implement the App worldwide. Key dates include go-lives in multiple locations between Month, DD YYYY and Month, DD YYYY. Accomplishments so far include end-to-end testing and setups for the first location. Planned activities involve preparation, demos, and gradual rollout for additional locations.
![Project Scope
Implement <App> Expense Management Solution Worldwide
Provide integration between <App> and <App> (HR, AP and Projects)
Project Sponsor: <Name>
Business Lead: <Name>
IMS Lead: <Name>
Steering Committee: <Name>
<Name>
Project Dashboard: <Subject>
Assumptions & Constraints
Accomplishments / Planned Activities
Progress to Date
Project Financials
Overall Project Health
Key Risks & Issues / Mitigation
Schedule
• Go Live: <Location> <Month, DD,YYYY>
• Go Live: <Location> <Month, DD,YYYY>
• Individual country requirements may vary and impact custom interfaces
• [Risk] Individual country requirements need to be documented for interface changes - Work with <Name>
and the <App> implementation team early in each rollout cycle to determine impact.
Accomplishments
• <Name> travelled to <Location> to oversee testing and train Superusers
• End to end testing completed for <Location>
• Resolved errors identified during testing
• <Location> setups loaded to <App> and tested
• Implementation documentation created for all rollouts
• Mileage rates setup in <App> for <Location>
• Business Units and Cost Centers for <Location> setup in <App> prod
Planned Activities
• Perform preparation activities for <Location> go-live
• Demo <App> to employees
• Obtain signoff and process change control for go-live
• Create <App> Superuser access to allow administration to reset passwords, run reports and act as a proxy
for employees
• Verify employee and project data loaded into <App> prod after go-live
• Rollout <App> to select <Location> users and gradually increase user count
• Obtain barcode scanner for <Location>
• Automate Business Unit and Cost Center setup in <App>
• Implement <Name> to allow multiple <App> expense types per GL account code
• Provide Administrator <App> Prod access for <Department> to troubleshoot production issues
Project Strategic Fit
Project Governance
• Strategic Objective: <Description>
<Description>
• Investment Strategy: <Description>
Start Date: YYYY Planned End: DD Mon YYYY
Estimated End: DD Mon YYYY
Project Phase
$0 $0
$150,000
$0
$150,000
Planned
YTD
Actual
YTD
Current
Year Budget
Total
Project
Spend
Total
Project
Budget
Initiation Design Execution Transition
Oct Nov Dec Jan Feb Mar
DD Month YYYYLogo](https://image.slidesharecdn.com/dashboard-140412155812-phpapp02/85/Dashboard-1-320.jpg)
Dashboard
- 1. Project Scope Implement <App> Expense Management Solution Worldwide Provide integration between <App> and <App> (HR, AP and Projects) Project Sponsor: <Name> Business Lead: <Name> IMS Lead: <Name> Steering Committee: <Name> <Name> Project Dashboard: <Subject> Assumptions & Constraints Accomplishments / Planned Activities Progress to Date Project Financials Overall Project Health Key Risks & Issues / Mitigation Schedule • Go Live: <Location> <Month, DD,YYYY> • Go Live: <Location> <Month, DD,YYYY> • Individual country requirements may vary and impact custom interfaces • [Risk] Individual country requirements need to be documented for interface changes - Work with <Name> and the <App> implementation team early in each rollout cycle to determine impact. Accomplishments • <Name> travelled to <Location> to oversee testing and train Superusers • End to end testing completed for <Location> • Resolved errors identified during testing • <Location> setups loaded to <App> and tested • Implementation documentation created for all rollouts • Mileage rates setup in <App> for <Location> • Business Units and Cost Centers for <Location> setup in <App> prod Planned Activities • Perform preparation activities for <Location> go-live • Demo <App> to employees • Obtain signoff and process change control for go-live • Create <App> Superuser access to allow administration to reset passwords, run reports and act as a proxy for employees • Verify employee and project data loaded into <App> prod after go-live • Rollout <App> to select <Location> users and gradually increase user count • Obtain barcode scanner for <Location> • Automate Business Unit and Cost Center setup in <App> • Implement <Name> to allow multiple <App> expense types per GL account code • Provide Administrator <App> Prod access for <Department> to troubleshoot production issues Project Strategic Fit Project Governance • Strategic Objective: <Description> <Description> • Investment Strategy: <Description> Start Date: YYYY Planned End: DD Mon YYYY Estimated End: DD Mon YYYY Project Phase $0 $0 $150,000 $0 $150,000 Planned YTD Actual YTD Current Year Budget Total Project Spend Total Project Budget Initiation Design Execution Transition Oct Nov Dec Jan Feb Mar DD Month YYYYLogo