Implementation project management

Updated: 2009-04-30

As you plan the implementation of PerformancePoint Planning, use these guidelines to plan your project:

• Treat the implementation as an actual project:   The best way to ensure a successful implementation is to treat the implementation as a project. Establish milestones, dependencies, and exit criteria. You will need to test your implementation in different environments — include phases in your project for the design and testing of your solution along with the actual deployment into a production environment.

• Design your conceptual model:   Before you use Planning Business Modeler, understand what you want to build. The best place to start is your existing Enterprise Resource Planning (ERP) systems.

  Designing your application is a collaborative effort. List your models, dimensions, and hierarchies on paper first. Treat the resulting metadata as a project asset. We recommend that you archive your work.

• Identify and understand your existing data sources:   Determine which data is successful to your project and where this data originates (such as your ERP system). Identify any needed "extract, transform, and load" (ETL) processing needed to move your data into PerformancePoint Planning. Decide who will perform the needed ETL.

  You should clearly define the relationships between your source systems and your Planning application.

• Define your management schedule and establish business process scheduling:   Establish how often data needs to be loaded or refreshed and when jobs need to be run.

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