PMA/Services/Our Methodology

Our Methodology

Project Management Tools that Ensure Success

With experience honed over nearly two decades, PMA’s implementation methodology integrates consulting and education with project management tools, templates and samples. Focusing on collaboration and knowledge transfer, implementation follows a four-phased approach, designed to ensure an expedient, low-cost, high-value process.

Planning Phase

Project Kickoff & Initial Project Planning

As a first step, the PMA consulting team and the client project team review PMA’s implementation methodology and project management tools. Baseline activities include:

  • Acknowledge project goals and scope
  • Finalize team structures
  • Establish communication channels
  • Draft implementation and education plans
  • Review application integration timing considerations
  • Agree on all deliverables, dependencies and responsibilities for implementation activities 

Design Phase

Business Requirements/Design Session

PMA works with your project team to outline major elements required to successfully implement the solution. These include:

  • High-level implementation objectives
  • Key user groups
  • Reporting
  • Specific data requirements
  • Integration requirements

The deliverable is an application design document, reflecting all joint configuration decisions.

System Administrator Training

Providing specifics on all roles and responsibilities, system administrator training details how to set up and maintain:

  • User and client accounts
  • Permission sets for security
  • Reports
  • Configuration of application attributes
  • Resource transfer schedules
  • Scheduled action utility
  • Report server

Construction Phase

Preliminary Configuration

PMA consultant and system administrator walk through the design configuration worksheet. Using lessons learned in training, the system administrator begins configuring the database. Even if the worksheet is incomplete, the system administrator gains enough experience during this step to add or modify configuration settings as they are finalized.

Detailed System Build-out (Configuration/Construction)

PMA consultant and system administrator configure all necessary systems and aspects of the overall solution, integrated with other core applications in a development environment.

Full System Unit Test

PMA consultant and client team execute a full end-to-end unit test, covering all delivered and configured elements of the complete solution. Limited to the core team only, successful testing gives the green light to proceed with the conference room pilot.

Conference Room Pilot

The concept is built and tested in a hands-on environment to ensure the planned implementation effectively addresses business issues. The project team uses the conference room pilot to:

  • Enhance understanding of application for structuring and processing decisions
  • Identify and develop appropriate data sets and controls for prototype system
  • Assess adjustments to system setup, procedures and policies

Activation Phase

End-User Training

Pilot end-users commence training, led by either PMA or client resources.

Production Build & Cutover

PMA consultant and system administrator walk through the design configuration worksheet to validate and finalize via all testing cycles. The system administrator begins configuring the database.

Detailed Production Build-out

PMA consultant and system administrator configure all identified systems and aspects of the complete solution, integrated with core applications in the production environment/product line.

Post Go-Live Support

To conclude the implementation process, the project team:

  • Confirms that production system is functioning correctly as cutover procedures are completed
  • Resolves issues that result from cutover and first live processes
  • Defines long-term support strategies

Contact us today to learn more or request a demo.

"PMA's ProServ, Time and Expense have proven to be the ideal front end to our Infor-Lawson investment. ProServ is the core to our global, professional team who has their client project one-stop-shop in PMA and the seamless integration to Lawson means our financials and payroll all flow naturally." Matthew Henry, Director of Technology at Duff and Phelps

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