IDM Product Implementation Process
Purpose
IDM Product Implementation Process is a methodology for IDM implementations within an Enterprise or an organization. It guides the management of IDM implementation consistently and reliably. It is built using Sath's Project Management Methodology Guidelines (PMMG) and has been adapted from the Project Management Institute's Project Management Body of Knowledge (PMBOK) guide and is developed and maintained as part of the Sath PMO Office.
Methodology Overview
Project Management Methodology Guidelines (PMMG) are divided into project phases collectively known as the project life cycle. The various phases are shown in the project life cycle diagram.
The IDM Product Implementation Process methodology uses the PMMG phases and its PMMG core processes summarized below with details in the process flow chart section.
Table 1.1 PMMG Map
ID | PMMG Phases | PMMG Core Process | IDM Product Implementation Process |
1 | Project Initiation | Request and authorization. | Initiation Process includes a checklist to ensure Product license and service contract (if required by client) are in place and defined. |
2 | Project Planning | Project planning process | The planning process includes a checklist for self implementation of IDM or utilize Sath consulting services Product Implementation best practice processes for quick and speedy install, setup and configuration. |
3 | Project Execution, monitoring and control | Executing, Monitoring and Control Process including project progress reporting and issue resolution process. Project change control process. | Execution/ monitoring and control process includes checklist for IDM self implementation execution and also Sath consulting services Product implementation. |
4 | Project Closing | Post project review and audit and metrics reporting process | Closing Process includes a checklist for Self implementation. |

Core Process
The following provides a brief definition of each of the IDM Product implementation core processes.
1. Initiation Process
- Evaluate the business opportunity for follow-up with the client.
- Meet with client to identify key stakeholders, assess need and analyze high-level requirements for implementation.
- Define the scope of the implementation based on organizational need and stakeholder expectation.
- Identify and document high-level risks, assumptions, and constraints using historical data and expert judgment. Estimate time, effort, resource requirements, and deliverables.
- Develop Statement of Work (SOW) that defines the scope of work involved including -
- Key milestones
- Deliverables
- $ cost
- Roadmap - timeline and due dates
- Risks
- Issues
- Assumptions
- Constraints
- Review SOW with key stakeholders and obtain approvals.
- Develop Implemenation charter to officially execute the implementation and employ organizational funds and resources to make the implementation successful.
Templates:
- Client Need Assessment
- Project Charter Template Guide- Use this template guide to develop an Implementation Charter or towards a SOW.
- Statement of Work Template
- High Level Roadmap
IDM Implementation Initiation Checklist
Initiation Checklist | Deliverables | References |
---|---|---|
IDM Product: | ||
Purchase License for IDM | Purchase Receipt | |
| Link to product download site | |
| Notification sent to Purchaser with License key information | |
| Link to IDM Implementation Guide | |
| Link to IDM Product Guide | |
Client Stakeholder Notification | Product Purchase and Implementation Roadmap | |
Sath Consulting Services: | ||
| High level Objectives | Refer Template(s) This will include clear identification of which IDM features the client is looking to implement in the first 3 to 6 months. |
| SOW | |
| Road map | |
| Road map with timelines and due dates (high level) | |
Identification of key stakeholders and client structure. | Stakeholder Map/ Table |
Process Flow Chart
2. Planning Process
- Implementation lead to review Implementation Charter with key implementation team members with defined roles and responsibilities to create the implementation organization structure.
- Develop a clear plan of communication.
- Create the work breakdown structure (WBS) with the team to develop the work plan, activities and task list, schedule, milestone and deliverables, resources, cost, quality, and change management plans.
- Identify risks to define risk strategies and develop the risk management plan.
- Conduct a kick-off meeting with all key stakeholders to review implementation goals, constraints, risks and assumptions, work plan, milestones, verify deliverables' and obtain approval from the stakeholders.
- Develop the change management plan to define how changes will be handled to manage any change in requirements.
Templates:
- Change Request (part of SOW - addendum)
- Change Request Template
- Risk Register Template
- Project Plan Template
- Status Report
- Communication Plan
- Change Management Plan.
IDM Implementation Planning Checklist
Planning Checklist | Deliverables | References |
---|---|---|
Follow Client Change Management and specific Implementation Processes in place | Client Program, Policy & Processes | |
Self Implementation Planning: | ||
List :
Understanding and review of product specific setup requirements on premise and in cloud. | Spreadsheet with Environment, Server, Application and configuration information. | Product & Implementation Guides |
Conduct IDM Getting Started Meeting | This is a hand-off meeting to the client.
Tailor the hand-off based on what the client needs are. | Input: IDM Getting Started Page/Links/Checklist Output: Successful Handoff completion email sent to Client. |
Sath Consulting Services Implementation: ( Recommended industry best practices) | ||
Implementation Charter | Implementation Charter | Refer Template(s) |
Schedule and Work plan | Implementation Work plan | |
Change Management Plan | CR Addendum, CR Form , CR Tracker , CR Impact Form | |
Risk Management Plan | Risk Register | |
Communication Plan | Status Report , Financial reporting | |
IDM Business Process | Conduct IDM Process Workshop to discuss the IDM business processes, document how these are happening today in the client environment, and how they will be implemented. Prioritize which business processes will be implemented in which order. |
Process Flow Chart
3. Executing Monitoring and Control Process
- The work plan is approved and the implementation kickoff meeting is scheduled.
- Monitor and control activities by tracking work progress and implementation changes. Change requests go through Change request review and approval by an advisory board as determined by the client. The schedule is changed to account for changes and the work plan is updated accordingly. Implement approved changes.
- Regular communication of implementation progress and changes with stakeholders to ensure common understanding and set expectations for stakeholder and team member alignment
- Proactive management of resource allocation - Ensure appropriate resources and tools are assigned to the tasks according to the work plan.
- Execution of tasks defined in the work plan in order to achieve implementation goals and objectives. Deliver solution in lower and higher environments -
- Requirement documentation.
- Architecture and Design.
- Installation & Configuration
- Application On boarding, Integration, and Reconciliation.
- Testing- Utilize the testing templates as a baseline to do system testing, integration testing, User Acceptance Testing
- Quality Assurance - Follow the quality management plan to ensure that work is being performed according to required quality standards.
- Deployment Planning and Production Deployment
- Training
- Support transition
- Requirement documentation.
- Improve team performance by building team cohesiveness, leading, mentoring, training, and motivating in order to facilitate cooperation, ensure project efficiency and boost morale.
- Measure implementation performance using appropriate tools and techniques. Verify and manage changes to the project scope, project schedule and project costs as defined in the change management plan. Monitor the status of all identified risks, identify any new risks, take corrective actions and update the risk register and response plan.
- Ensure the deliverables conform to quality standards established in the quality management plan.
Templates:
- Business Process Template
- Business Requirements
- Design Documentation
- Testing Templates
- Quality Management Plan
- Deployment Planning & Readiness.
- Go-No-Go checklist.
- Operational Readiness Checklist
- Project Performance Monitoring tools.
IDM Execution and Monitoring Checklist:
Execution Checklist | Deliverables | References |
---|---|---|
Follow Client Change Management and specific Implementation Processes in place | Client Program, Policy & Processes | |
Self Implementation Execution: | ||
Obtain Environment Access and determine server for install/implementation | Utilize the Implementation Guide and Product Guide to develop an approach for self implementation of IDM. | |
Installation and Setup (registration) of IDM | ||
Configuration of IDM per Design & Architecture in Lower Environment. | ||
Execution of quick implementation steps:
| ||
System Testing | ||
Integration Testing | ||
UAT (User Acceptance Testing) | ||
Plan Phased Application Rollout to end-users | ||
Training of Client end-users | ||
Product Support & Help desk to support product issues | ||
Sath Consulting Services Implementation: ( Recommended industry best practices) | ||
Sath Consulting Services will provide the following implementation services:
|
| Refer Template(s) |
Process Flow Chart
4. Closing Process:
- Formalize and obtain final acceptance for all deliverables as approved by the client.
- Conduct post-implementation meeting.
- Identify, document and communicate lessons learned.
- Archive and retain implementation records, historical information and documents (e.g., project schedule, project plan, lessons learned, surveys, risk and issues logs, etc.) in order to retain organizational knowledge, comply with statutory requirements, and ensure availability of data for potential use in future implemenattions and internal/external audits.
- Obtain financial, legal and administrative project closure (e.g., final payments, warranties, contract signoff). Conduct project AUDIT to ensure that all accounting obligations have been met
- Release all implementation resources and provide performance feedback.
- Create and distribute the final implemenation report.
- Measure customer satisfaction at the end of the project.
Templates:
- Complete Training and Support Transition
- Lessons Learnt
- Project Closure document
IDM Closing Checklist:
Closing Checklist | Deliverables | References |
---|---|---|
Follow Client Change Management and specific Implementation Processes in place | Client Program, Policy & Processes | |
Self Implementation : | ||
Communication of Go Live and details regarding product documentation and support for end-users. Client Stakeholder Notification regarding completion and status. | ||
Ongoing Monitoring and support of IDM product | ||
Sath Consulting Services Implementation: ( Recommended industry best practices) | ||
Conducting Lessons Learned Client Feedback and Sath resource feedback. | Refer templates(s) | |
Formal Project closure
| Refer templates(s) |
Process Flow Chart
Project Role and Responsibility Matrix
Role | Project Role | Responsibility | Authority | Accountability |
PMO | NA | Creates a project list, plans, prioritizes and assigns projects to project managers. Creates standardized documents to be used for all projects. | Maintains the project list showing the status of work-in-progress | Reassigns projects-in-progress to other project managers on as-needed basis |
Sath PM Project Lead | Project Managers Project Lead | Understands the proper and effective use of the PMMG tools and applies them to manage assigned projects. Primary point of contact and central authority in charge of process, progress, and performance of the project. Responsible for ensuring that client expectations and project deliverables are met. Create project plan in JIRA after SOW is signed. | Provides leadership and direction to the project team. | Requests approval of scope changes and administrative / technical direction that affect project deliverable and time |
Team Members | Team Members | Participate in Project planning meetings and provide activities and tasks for work breakdown and provide estimates. Create or provide inputs into various Project implementation deliverables. Completes assigned work in a timely manner. Attend project resource and progress calls/meetings and provide accurate progress of tasks. | Report status of work assigned to a predetermined schedule | Request clarification of work assignment requirements. Request assistance to complete tasks. |
Client Stakeholders | Client | The client is the party for which the project effort has been undertaken and are project sponsors, subject matter experts, end-users essentially all the stakeholders. They are responsible for providing business needs, sign-off and approvals for various deliverables during the project life-cycle , user acceptance testing and final acceptance for project closeout. | Project sponsors have the final decision-making authority regarding all aspects of the project. The SME's have authority over the client environment, business requirements, technical design, and architecture and ultimate acceptance of the implementation |