New Services Installation Task Summary
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Task Name
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New Services Installation Plan
Survey / Data Collection
Lines (DIDs, POTS/Alarm/Elevator, Toll Free, Analog, CC, Fax)
User Directory
Current Call Flow, Features, Programming, Auto Attendant, Intercom / Paging
Network Architecture Customer Premise Equipement
Demarc ‐ Wiring / UPS
Software / Applications
Qos , Security
Traffic Bandwidth / Connectivity / SIP Trunks
Failover, Redundancy
Service Vendors / IT Industry‐Specific Compliance/Security Submit Survey Document for Processing Provide Customer with Survey Report Network Readiness Assessment Traffic / Capacity Study
Call Simulation / Call Quality / MOS
Stress Testing
Submit Network Readiness Assessment Report to Customer
Upload Network Readiness Assessment Report to Service Bridge
Design
Technical & Functional Design
Network Recommendations
Network Readiness Recommendations
Deployment Model
Network Requirements ‐ VPN, Public IP, etc
Qos, Security, Failover, etc
System Design & Recommended Features
Service / System Type
Licensing , Software, Utilities
Upload System Design Specifications‐ Technical / Functional Account & Services Setup
Develop Quote & Review with Customer
Review Contract Terms, Pricing, & SLA
Finalize Services & Setup Account
Provide Customer with System Design Specifications Summary / Final Order Estimate
Update Account & Service Details in Service Bridge
Order , Procure, & Schedule
Submit Orders Hardware & Licensing
Submit Port Requests
Trunks, IP Addresses
Sign‐Off ‐ Update Service Bridge indicating Order Submission is Completed ‐ Estimated Procurement Date for Items Schedule Site Preparation & Cutover Confirm Port Availability
Schedule Site Preparation & Cutover / Installation with Customer
Create Site Preparation and Cutover/Install Project Instance in Service Bridge on Confirmed Date
Provision
Hardware & Services
Users, Extensions, Groups, Phones
Lines (DIDs, Analog, Fax)
Call Flow, Queue, Auto Attendant
E911
Failover, Redundancy
Provisioning Checklist ‐ Sign‐Off & Upload to Service Bridge (Multiple Teams)
Test
Basic Features, Call Flow, Scenario
Stress & Traffic Simulation Document & Upload Results to Service Bridge ‐ Include Troubleshooting & Resolutions to any Issues
Confirm Testing Complete & Verification of Performance in Service Bridge
Site Preparation
Complete Site Preparation Tasks ‐ Demarc, Wiring, Racks
Technician Sign‐Off ‐ Service Bridge
Customer Sign‐Off ‐ Service Bridge
Stage for Cutover
Installation Inventory ‐ Equipment, License Details, Supplies User Training / User Guides
Distribute Installation MOP to Staff
Obtain Final Cutover Approval from Customer ‐ Submit to Service Bridge
Provide customer with Cutover Plan, Procedure for Change Requests, Training Documentation, User Tasks for Install Preparation, & Customer Responsibilities to Include User Preparation Tasks
Cutover Setup & Review
Greet Contact & Review Cutover Plan with Customer
Review Training Plan with Staff
Build out and Test at Demarc ‐ Wiring / UPS/Racks/CPE
Place Equipment & User Documentation at Stations/Demarc
Initialize Punch List & Change Request Log
Turn Up Turn Up & Enable Services Perform Post‐Cutover Testing Internal, External Calls, Caller ID (Internal / External)
AA, Call Flow, Parks, BLFs, Ring Groups, Voice Quality, Network Performance
Voicemail Notifications
After Hours, Fail‐Over, Elevator/Fire/CC
Document Results & Process Punch List if Needed ‐ Upload to Service Bridge
Train Train Users & Review Training Documentation
User Sign‐Off ‐ Note Service Bridge
Project Closure
Close Out Project with Customer & Provide Contact Information
Gather supplies and clean work area
Installation Checklist Sign‐Off ‐ Upload to Service Bridge Obtain Customer Sign‐Off ‐ Service Bridge
Submit Final Project Documentation
Network Topology, Failover/Redundancy, Device Inventory
Service Descriptions, AA Details, Call Flow Diagram, DIrectory
Provide Customer with Copy of Final Network & Service Details Document, Support Contact Information, SLA, Contract Details
Upload Final Project Documentation to Service Bridge ‐ Enter Information in Custom Fields Lesson Learned Conduct Lessons Learned Meeting
Submit Improvements to Address "Problem Areas" or Opportunities for Improvement to Service Bridge
Provide Closure Summary & Hand Off to Customer Success‐ Service Bridge
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New Services Installation Task Summary
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New Services Installation
The Project Management template plan provides a work breakdown structure that can be used to plan and schedule the effort of the Project Management activities.
The template was built using all the stages, activities and tasks from the Project Management methodology.
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Plan
The Project Charter is developed to formally authorize a project. The Project Charter contrains the high level definition of the project and the business justification for the project.
Survey / Data Collection
Define the primary goals and objectives for the project.
Lines (DIDs, POTS/Alarm/Elevator, Toll Free, Analog, CC, Fax)
Understand the business organization and its personnel and formulate high level strategies and plans to ensure achievement of objectives.
User Directory
Research previous experience with similar projects and with similar technologies and obtain sample materials.
Current Call Flow, Features, Programming, Auto Attendant, Intercom / Paging
Develop the Project Charter and present it for approval to proceed with the project.
Submit Survey Document for Processing
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Network Readiness Assessment
The preliminary steps necessary to develop the project's goals and objectives and secure commitment to continue the project.
Traffic / Capacity Study
Conduct an internal planning session to think through all elements of the project, identify the critical success factors, and map out the project approach.
Call Simulation / Call Quality / MOS
Perform the cost/benefit analysis for the projects. Document the cash flows, (i.e., benefits minus costs). Document the benefits and risks that cannot be assigned a cash value.
21 Stress Testing
Completely identify all of the work to be performed and organize the work into manageable pieces (subprojects).
22 Submit Network Readiness Assessment Report to Customer
Conduct a peer review session to solicit feedback on the project approach from senior delivery and management personnel from outside the project team.
23 Upload Network Readiness Assessment Report to Service Bridge
Conduct a peer review session to solicit feedback on the project approach from senior delivery and management personnel from outside the project team.
24 Design
The Planning Stage defines the necessary steps to ensure that proper planning is done, during project start-up, before each new phase starts and as part of the change management process
26 Network Recommendations
Ensure that the fundamental project delivery infrastructure is in place (e.g., work space, standards and procedures, project tools).
27 Network Readiness Recommendations
Obtain and furnish work space with the appropriate facilities.
28 Deployment Model
Define and document the specific standards and procedures to be applied on the project to ensure consistent delivery in accordance with the quality requirements.
29 Network Requirements - VPN, Public IP, etc
Implement the project management tools to be used by the project team to manage performance.
30 Qos, Security, Failover, etc
Collect and store the project's quality and scope control records in a standard, single location to provide familiar, rapid access to key project management information.
31 System Design & Recommended Features
Establish the Project Scope, WBS and Deliverables necessary to ensure that the objectives defined in the Project Charter are met.
32 Service / System Type
The Scope Management Plan defines the degree of rigor to be applied to the project based on it's size, complexity, risk tolerance and organizational importance.
33 Licensing , Software, Utilities
Create a clear and unambiguous definition of each deliverable in terms of format, size and quality requirements, and specify the acceptance procedures and acceptance criteria for each deliverable.
35 Account & Services Setup
Identify and assign project resources, determine project activity and task dependencies, develop task estimates develop the project schedule.
36 Develop Quote & Review with Customer
Develop the project structure in terms of detailed phases, activities, tasks, deliverables, and resources.
37 Review Contract Terms, Pricing, & SLA
Maintain an ongoing list of the assumptions on which the estimates and schedules are based.
41 Order , Procure, & Schedule
Prepare the way for a quality project.
46 Sign-Off - Update Service Bridge indicating Order Submission is Completed - Estimated Procurement Date for Items
Establish the baseline against which project quality will be measured and describe the methods and procedures to be used for monitoring and verifying project quality.
47 Schedule Site Preparation & Cutover
Identify, analyze and profile project risks,
48 Confirm Port Availability
Describe the methods and procedures to be used to identify, evaluate, and eliminate or minimize project risks.
49 Schedule Site Preparation & Cutover / Installation with Customer
Risk identification identifies the risks which if unmanaged could impact the project.
51 Provision
Identify and mobilize a productive and motivated project team.
54 Lines (DIDs, Analog, Fax)
Create an effective and efficient project organization structure.
55 Call Flow, Queue, Auto Attendant
Identify the skills required for each role within the project structure, the person-day estimates and start and end dates for each role.
59 Test
To understand and document what needs to be purchased/contracted for the project and how the purchasing/contracting is to be done.
64 Site Preparation
To understand and document what needs to be purchased/contracted for the project and how the purchasing/contracting is to be done.
65 Complete Site Preparation Tasks - Demarc, Wiring, Racks
Define the scope of work to be accomplished by each project subcontractor.
66 Technician Sign-Off - Service Bridge
To develop and qualify a shortlist of potential subcontractors for the project.
67 Customer Sign-Off - Service Bridge
Identify the appropriate type of contract to be used for each identified procurement requirement.
68 Stage for Cutover
Document the expected cash flow as the basis for monitoring the monthly financial performance of the project.
75 Setup & Review
Document the Risk, Configuration and Data Management Plans which will be used to define these aspects of the project delivery approach.
76 Greet Contact & Review Cutover Plan with Customer
Describe the methods and procedures to be used to identify and document the project communications requirements.
77 Review Training Plan with Staff
Describe the methods and procedures to be used to establish effective identification, control, accounting, and auditing of controlled items throughout the development life cycle.
83 Perform Post-Cutover Testing
The Project Management Plan contains the results of the Project Planning Phase and provides the definition against which the project will be delivered.
86 Voicemail Notifications
Establish the baseline for scope, budget, schedule, and quality, against which project performance is measured and all changes to the project are controlled.
89 Train
Coordinating the people and other resources required to deliver the project
92 Project Closure
Manage the data that supports the project and implement the discipline of configuration management.
93 Close Out Project with Customer & Provide Contact Information
Identify, control and report upon the scheduling, publishing and release of all formal data items, and the replacement of obsolete versions, in accordance with the terms of the project plan.
94 Gather supplies and clean work area
Identify, control, and report upon selected baseline items, such as the project description, product specifications and process specifications, which formally define the project.
96 Obtain Customer Sign-Off - Service Bridge
Provide general office support such as producing correspondence, document production and distribution services, and maintaining files and logs.
102 Lesson Learned
Optimize the performance of team members in achieving project goals.
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