Project Scope

To clearly define the scope of an enterprise software and process improvement project. This is the first and perhaps most important software project management tool you will use
(12 pages)

Software Project Plan

Microsoft Project template

The software project management plan provided by your software vendor tends to focus on what their consultant needs to do. Use this software project plan template to merge "their plan" with "your plan" in order to create "our plan" - with adequate adequate attention to YOUR internal team's project planning responsibilities.

This field-proven Project Plan template contains a goldmine of "experience nuggets" from hundreds of other project managers who "wished someone would have told me that"

Project Team Organization worksheet

Project management tool to define responsibilities, time requirements, and performance evaluation criteria for each software project team role
(13 pages)

Project Cost Estimate Worksheet

Project management template to estimate ALL costs of your enterprise software project and evaluate Return On Investment

Can be easily modified to estimate costs for any kind of project

Software Selection Services Agreement

Project Consultant agreement contract for software selection services engagement

Questions

This simple project management tool provides a place to store your questions to remember to ask tech support, potential bugs, suggested base code updates, etc.

Performance Evaluation

A time-effective, helpful, and thorough way to evaluate the performance of each Project Team member

Software Project Readiness Assessment

A great fill-in-the-blanks worksheet to determine your team's degree of readiness to begin an enterprise software project

Project Team Facilities Worksheet

Fill-in-the-blanks tool to identify facilities, tools, and project manager software needed, and track the status of providing them

Data Accuracy Worksheet

How accurate is our inventory and other data?

Potential Software Worksheet

Project management tool to identify as many enterprise software candidates as possible

Top Alternatives

Project management template to document Alternatives Rejected and Why

Reference Checking Worksheet

Comes with online help to coach your people to thoroughly check references

Negotiations Worksheet

Field-proven worksheet to ensure that everything important is considered in contract negotiations. Many clients feel that this one worksheet "paid for the whole set of templates".
(6 pages)

Issues Worksheet

Project management tool to identify, track, resolve, or approve potential software customizations

Software customizations are often a wildcard cause of project budget over-runs - both time and money. This tools helps you get a handle on them.

Data Conversion Plan

Data conversion is second only to customizations as a wildcard for budget overruns. This data conversion tool helps you  thoroughly plan and prepare for ANY software project. And this data conversion template helps you plan not only for automated conversion, but also helps you plan for data that you will convert manually.

Setup Decisions Worksheet

To avoid customizations, it is common to find creative ways of using a standard field in an usual way.
This Word template helps you organize your thoughts and store decisions about complex enterprise software setup design decisions - so that when you are in the heat of the moment coming up with yet another creative "get-around", you can remember which fields you have already earmarked for another purpose.

Software Customization Authorization Levels

Rather than enduring the inefficient an annoying time delays of "asking for approval for every little thing", this template is filled in by your top management to summarize their guidelines for what approvals are needed for various types of software modification.

(Example: if it takes less than an hour, and less than $100, the Project Manager has authority to just do it.)

Software Design Specification

To clearly communicate with programmers to specify customization specifications for:

• Screens
• Reports
• Queries
• Upgrades
• Integration to other applications, the Internet, customers, and/or supply chain partners

This tool helps you communicate with software programmers by "speaking their language".

Number of system users

The number of system users is one of the biggest factors affecting software price. This worksheet helps you thoughtfully calculate the number of user licenses needed - by type of user.

Database Administrator's Worksheet

Disaster recovery planning, database optimization, security design... All of the stuff that too many project managers "assume that someone else is doing".

Blank Template

To design your own custom templates - with Systems2win's professional features that your user's have come to expect.

Customization Log

Make software upgrades easier by maintaining a concise log of customizations

Session Agendas and Cover Letters

To support every session and phase described in this Enterprise Software Project Flow Chart (27 templates for session agendas & cover letters)