Project Management

Proactive Data Systems, PM Methodology is built on Project Management best practices and is supported by four pillars:

• Project Governance Model (Roles & Responsibilities).
• Project Lifecycle (Project Phases).
• Set of processes (Project Management activities).
• Set of the project artefacts (Templates and Guidelines).

In the beginning, projects focus on initiating and planning activities, in the middle on implementation, monitoring and controlling activities, and in the end on acceptance, transitioning and closing activities.

The first phase of a PDS Project management is the Initiating Phase (PDS Internal phase). Its purpose is to define what the project will do (formulate the project’s objective), make sure the project is aligned to the organization’s strategic objectives, get the project off to a good start by performing some initial planning, and provide the necessary information to get approval to continue to the Planning Phase. 

The following activities are part of the Initiating Phase:

• Creation of the Project Initiation Request: This contains information about the requestor, business needs and desired project outcomes.
• Creation of the Project Charter: This document provides more details on the project definition in terms of scope, cost, time, and risk. It also includes information such as milestones, deliverables and project organization.

During the Planning Phase, the project’s objective is verified and developed into a specific and workable plan ready to be carried out.

The following activities are part of the Planning Phase:

• Running the Planning Kick-off Meeting to officially start.
• Creating the Project Handbook (Responsibility Matrix), which defines the management approach for the project.
• Finalizing the Project Stakeholder Matrix, which identifies all project stakeholders.
• Creating the Project Work Plan (Work Breakdown and Schedule).
• Creating other important plans such as the Communications Management Plan, the Transition Plan, and the Business Implementation Plan.

The following activities are part of the Executing Phase:

• Running the Executing Kick-off Meeting.
• Distribution of information based on the Communications Management Plan.
• Performing Quality Assurance (QA) activities as defined in the Quality Management Plan to ensure that the project adheres to the agreed quality standards.
• Coordinating project work, people and resources, and resolving conflicts and issues.
• Producing the project deliverables in accordance with the project plans.
• Handing over the deliverables as described in the Deliverables Acceptance Plan (UAT).

Monitoring is about measuring ongoing project activities (where we are in relation to the plan) and monitoring project variables (cost, time, effort) against project plans. Controlling is about identifying corrective actions to address deviations from plans, and to properly address issues and risks.

ProTrack: Proactive’s Customized Project Management Online tool, provides 24*7 real time insight of Project delivery status anytime from anywhere.

Customer Portal view in ProTrack will be allowed to access below shared resources/pages:

Customer Portal View

During a project’s Closing Phase, the finished deliverables are officially transferred to the care, custody, and control of the Project Owner (PO) and the project is administratively closed.

The following activities are part of the Closing Phase:

• Finalizing all activities related to all deliverables, to formally close the project.
• Discussing the overall project experience and Lessons Learned with the project team.
• Documenting the Lessons Learned and the Best Practices for future projects.
• Administratively closing the project and archiving all project documents.