System Implementation

CIPPlanner Corporation’s market offering includes both out-of-box software products and application system implementation services. While various CIPAce™ flagship solutions can be quickly implemented with all available out-of-box features, our customers typically hire CIPPlanner implementation team for System Implementation Service to develop and deploy the initial application system to take advantage of our team’s expertise and experiences in deploying these solutions with maximum benefits and expedited implementations. As a result, System Implementation has been the principal service offered by CIPPlanner Corporation and our team has cumulated more than two decades of experience in implementing various application systems that manage and support more than $250 billion of capital projects and programs in many US states and abroad.

Team Organization

A typical system implementation services effort involves Peer-To-Peer Coordination between customer and CIPPlanner resources. Critical to this is an engaged organizational Sponsor on the customer side to ensure necessary resource commitments to achieve project success. On the CIPPlanner side, the project team will consists of a Project Director who ensures the right domain/IT resources are assigned per the contract scope, a Project Manager who will manage all aspects of the project and coordinate with all parties involved to effectively deliver solutions, and other team members with various specialties required for system implementation.

Implementation Strategy

We follow a 9-point company-wide implementation strategy, including:

  • Tailor System Design

    Tailor system design to client’s business processes with a focus on improving efficiency and users’ experience.

  • Agile

    Sprint-based approach to ensure quality and timely delivery of milestone functions/modules.

  • Demos

    Initial sandbox demos to help users to gain general understanding of CIPAce™.

  • References and Resources

    Comprehensive User Reference Manual, Training Manuals and/or Videos, etc., to meet individual users’ post go-live and on-going needs for assistance.

  • Scripted-Guided User Acceptance Tests

    Step-by-step scripts for module-based User Acceptance Test (UAT).

  • Module Walkthroughs

    Module-based walkthroughs to Subject Matter Experts (SMEs) upon configuration and internal QC & testing.

  • End User Testing

    End users perform UAT following associated script and with help from SMEs.

  • Integrated Testing

    Complete set of scripts to assist with end-to-end final UATs prior to system deployment.

  • Extensive Training

    Extensive training sessions for both end users and system administrators with a well-defined system deployment plan.

Agile (Sprint) Lifecycle/ PM

We follow Agile (Sprint) best practices for project lifecycle management. CIPPlanner incorporates process/module scoping, iteration planning and backlog grooming, configuration and development, backlog change management, end of sprint retrospectives, and parallel data migration, where possible, to accelerate implementation schedule. Our Agile execution utilizes standard Sprint conventions that enable CIPPlanner to move along a pathway to Discover, Deliver, and Operate.
Within each Sprint:

The project team begins by establishing the Backlog, an itemization of deliverables.
Iteration Planning ensures consensus on the work and deliverables; We encourage a written sign-off on these commitments to strengthen our business relationship with our customers.
The Develop stage within a given Sprint consist of clarifying requirements, translating them into specifications, and ultimately performing any necessary configurations that satisfy customer needs. Again, our Off-The-Shelf solutions typically satisfy the lion’s share of requirements. However, CIPAce™ is highly configurable to fill the gaps where such are discovered. During this stage, CIPPlanner delivers best practice artifacts such as process models, user requirements, gap analysis, and configuration analysis.
During Showcase, we present our proposed solutions against the specified scope of a given Sprint.
User Testing enables customer to test and verify functionalities and features delivered in a sprint in test environment. Kick the tires, so to speak. We provide customers with detailed test scripts and only consider success by way of signoff on the User Acceptance Test (UAT).
Retrospective concludes each Sprint, allowing customers and CIPPlanner to review what has been accomplished. We take from this exchange necessary insights to help scope and further improve execution of the upcoming Sprint.

Project Planning

Every single CIPPlanner project starts with a well thought out plan that ties deliverables to the contract.
Our planning encompasses four focus areas:

Stage Task

Throughout system implementation process, our methodology for stage tasks adhere to industry best practices.
Our tasks encompass four focus areas:

Gain Alignment

° Project charter
° Implementation methodology
° Implementation team
° Roles – (RACI)
° Communication Plan
° Project schedule


° Identify human resources
° Material preparation and study
° CIPP walks through out-of-the-box system
° Stakeholders/SMEs business process review
° Identify potential risks and mitigation plans
° Sprint planning (set and prioritize backlog list)
° Establish tools e.g., PM, analysis/design, etc.


° Top-level Sponsors and CIPPlanner are critical
° Functional experts are task-focused

Keys to Success

° Clear project goals and scope
° Defined roles and responsibilities
° Customer focused mindset and feedback driven processes
° Time sensitive, resist delays, and adhere to established project schedule
° Effective communication. Flexible channels for communication (on-site, on-line, email)
° Set principles and guidelines for issue resolution. Resolve issues within agreed upon timeframe
° Maximize CIPPlanner online support portal for document management and project schedule management

Analytics & Design Stage

° Discuss and analyze system requirements
° Discuss and design system solutions
° CIPPlanner develops System Configuration Analysis Documents (SCAD)
° Stakeholders review and approve SCAD

Development & Testing Stage

° CIPP configures system based on approved SCAD
° CIPP QA tests new features of the sprint
° CIPP provides user acceptance testing script draft
° Subject experts clarify requirements as needed basis

Training & UAT Stage

° CIPP provides training and demo
° Stakeholders conduct user acceptance testing
° Issues & backlogging
° Sprint review

End-of-Sprint Review

Stakeholders and CIPPlanner:
1.) Review the progress of the sprint
2.) Tweak the project schedule
3.) Backlog items
4.) Perform change management e.g., adjust implementation schedule/process if needed

Contact us for any questions about our system implementation services and software training program. We welcome the opportunity to hear about your need, set up a demonstration, collaborate on an CIPAce™ implementation, backed with solid knowledge transfer opportunities, and collaborate on a solution.

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