Project management best practices

 

 

 

 


Plan a project according to project management best practices
Scenario
You have been hired as a project manager for a software company, ABC Solutions. Their business development team has received a product request from a new client, XYZ Financial Services. They need a custom software solution to streamline some workflows and processes that will be implemented in their offices worldwide. Your company has developed a similar software solution, but the client requires additional features and customization. The new software needs to be ready for a test run at two of the offices in about six months and worldwide rollout in another three months. Your boss, the project director, has asked you to manage this product development project.

ABC Solutions uses the traditional waterfall method for software development. The proposed project schedule should include the following major tasks:

Determine the software requirements and design.
Conduct a code test and system test.
Address issues with the software.
Deliver the prototype.
You have been asked to assemble a team with the skills and expertise to perform these tasks.

Before initiating the project, you, the project director, and a software architect meet with the IT director and product manager of XYZ Financial Services to understand their requirements. They explain that the custom software should include three new features, five feature customizations, and a new interface design to match the client’s brand colors and logo.

Later, you and some key team members analyze the scope and requirements to arrive at some critical decisions and conclusions. These have been summarized in two project documents:

The XYZ Business Workflow Project Charter that includes the project objectives and other important details
A document with the XYZ Business Workflow Resource and Effort Estimates for each development task
You will need to choose and allocate resources from the following available team members: a user interface (UI) designer, UI developers, a software architect, technical team leads, software developers, and software testers. You will also have access to two team members from the development team of the original software who will act as consultants for your team. However, these members are only available part time since they are also busy on other projects.

 

 

Phase 1: Analysis & Design (Determine Requirements)

 

Objective: Achieve formal sign-off on the Software Requirements Specification (SRS) and the UI/UX Design.

Key Activities: Requirements Elicitation (PM/Architect), Design Mockups (UI Designer), Technical Feasibility Assessment (Architect), Security/Compliance Review (Architect).

Quality Gate: Formal sign-off by XYZ's IT Director and Product Manager on the SRS and Design Documents.

 

Phase 2: Development

 

Objective: Complete coding for all new features and customizations required for the prototype.

Key Activities: Unit Coding (Developers), Integration of Customizations (Developers/Team Leads), Peer Code Reviews (Team Leads).

Quality Gate: Code freeze and successful internal integration of all components into the core platform.

 

Phase 3: Testing & Quality Assurance (Code Test & System Test)

 

Objective: Identify, document, and fix all critical and major bugs within the software before the pilot delivery.

Key Activities: Code Testing (Unit and Integration testing by Developers/Testers), System Testing (End-to-End testing by Testers), User Acceptance Testing (UAT) preparation.

Sample Answer

 

 

 

 

 

 

 

 

XYZ Business Workflow Project Plan

 

 

I. Project Scope and Objectives

 

The project is the development of a custom software solution (the "XYZ Business Workflow Software") based on an existing ABC Solutions platform but incorporating specific client requirements.

Primary Objective (Charter Alignment): Deliver a fully functional, custom software solution that streamlines key workflows and processes for XYZ Financial Services.

Key Deliverables:

Functional Prototype: Ready for test run in two offices.

New Features: Three entirely new functional features.

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