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IT and Change
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Integrated Project Management
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■ Project management
□ IT management
∆ Change management

INTEGRATED MANAGEMENT We use the five Project Management Institute (PMI) process groups to organize knowledge areas, processes and outputs from project, information technology and change management disciplines.

Initiating Planning Executing Controlling Closing
■ Integration management
Prepare the feasibility study and business case
Feasibility study and business case
Prepare project charter
Project charter

□ User requirements management
Prepare high-level user requirements
High-level user requirements

□ Infrastructure management
Prepare high-level technology requirements
High-level technology requirements
Define existing technology architecture
Existing technology architecture diagram

∆ Realization management
Define objectives
Objectives

∆ Sponsorship management
Select the executive sponsor
Executive sponsor

■ Integration management
Prepare project management plan
Project management plan

■ Scope management
Define scope
Scope statement
Prepare Work Breakdown Structure (WBS) and WBS dictionary
Work Breakdown Structure (WBS)
WBS dictionary
Work package

■ Time management
Define tasks
Task list
Sequence tasks
Task sequence
Estimate task resources
Task resource estimate
Estimate task duration
Task duration estimate
Prepare schedule
Schedule

■ Cost management
Estimate costs
Cost estimate
Prepare budget
Project budget

■ Quality management
Prepare quality management plan
Quality management plan

■ Human Resources (HR) management
Prepare human resources plan
Human resources plan
Acquire project team resources
Resource assignment

■ Communications management
Identify key project participants
Project roster
Plan communications
Communications plan

■ Risk management
Prepare risk management plan
Risk management plan
Identify risks
Risk register
Perform quantitative risk analysis
Risk register update
Perform qualitative risk analysis
Risk register update
Plan risk response
Risk response plan

■ Procurement management
Plan procurement
Procurement plan
Prepare solicitation
Solicitation

□ User requirements management
Prepare user requirements management plan
User requirements management plan

□ Infrastructure management
Prepare infrastructure management plan
Infrastructure management plan
Define detailed technology requirements
Detailed technology requirements
Prepare facility modification plan
Facility modification plan
Prepare system installation plan
System installation plan

□ Security management
Prepare security plan
Security plan

□ Conversion management
Prepare conversion plan
Conversion plan

□ Interface management
Prepare interface plan
Interface plan

□ Software configuration management
Prepare software configuration plan
Software configuration plan

□ Workflow management
Prepare workflow management plan
Workflow management plan

□ Test management
Prepare test plan
Test plan

□ Cutover management
Prepare cutover plan
Cutover plan

□ Support management
Prepare support plan
Support plan

∆ Realization management
Define measurable outcomes
Measurable outcomes
Prepare outcome delivery schedule
Outcome delivery schedule
Assign responsibility for objectives
Objective responsibility list

∆ Sponsorship management
Assess executive sponsor
Executive sponsorship assessment results

∆ Transformation management
Prepare change management team
Change management team
Prepare stakeholder map
Stakeholder map

∆ Training management
Conduct training needs assessment
Training needs
Prepare training plan
Training plan

∆ Optimization management
Prepare optimization management plan
Optimization management plan

■ Integration management
Manage project execution
Performance report
Change Request (CR)
Deliverable
Project document update

■ Quality management
Perform quality assurance
Change Request (CR)
Project document update

■ Human Resources (HR) management
Develop project team
Project team performance assessment

■ Communications management
Distribute information
Organizational process asset update

■ Procurement management
Select vendor
Selected vendor

□ User requirements management
Prepare detailed user requirements
Detailed user requirements

□ Infrastructure management
Prepare and order equipment
Equipment order confirmation
Complete facility modifications
Site readiness confirmation
Install system
Application readiness confirmation
Hardware readiness confirmation

□ Security management
Define security requirements
Security requirements
Define security roles
Security roles
Configure security
Test cases
Conduct ongoing security compliance
Security audit results

□ Conversion management
Prepare data conversion map
Data conversion map
Conduct data cleansing
Data cleansing confirmation
Develop and test conversion solution
Conversion solution confirmation
Convert data
Conversion confirmation

□ Interface management
Prepare interface data map
Interface data map
Develop and test interfaces
Interface software confirmation
Enable interfaces
Interface solution confirmation

□ Software configuration management
Define configuration requirements
Configuration requirements
Configure system
Test cases

□ Workflow management
Define workflow requirements
Workflow requirements
Perform workflow changes
Workflow change

□ Test management
Define test cases
Test cases
Prepare test data
Test data
Train testers
Training completion confirmation
Conduct tests
Test results
Correct defects
Test cases
Conduct regression testing
Test results

□ Cutover management
Train cutover support team
Training completion confirmation
Conduct  system cutover
Successful cutover confirmation

□ Support management
Prepare support requirements
Support roles and responsibilities matrix
System support requirements
Provide support training
Training completion confirmation

∆ Transformation management
Conduct transformation
Transformation tasks
Transformation task completion

∆ Training management
Prepare training
Training documentation
Conduct training
Training completion confirmation

■ Integration management
Control project execution
Organizational process asset update
Performance report
Change Request (CR)
Project document update
Perform integrated change control
Change Request (CR)

■ Scope management
Verify scope
Deliverable Completion Certificate (DCC)
Change Request (CR)
Project document update
Control scope
Organizational process asset update
Performance report
Change Request (CR)
Project document update

■ Time management
Control schedule
Organizational process asset update
Performance report
Change Request (CR)
Project document update

■ Cost management
Control cost
Organizational process asset update
Performance report
Change Request (CR)
Project document update

■ Quality management
Perform quality control
Organizational process asset update
Change Request (CR)
Project document update

■ Human Resources (HR) management
Manage project team
Organizational process asset update
Performance report
Change Request (CR)
Project document update

■ Communications management
Report performance
Organizational process asset update
Performance report
Change Request (CR)
Project document update

■ Risk management
Monitor and control risk
Organizational process asset update
Performance report
Change Request (CR)
Project document update

■ Procurement management
Administer procurement
Organizational process asset update
Performance report
Change Request (CR)
Project document update

□ User requirements management
Control user requirements
Organizational process asset update
Performance report
Change Request (CR)
Project document update

□ Infrastructure management
Control infrastructure
Organizational process asset update
Performance report
Change Request (CR)
Project document update

□ Security management
Control security
Organizational process asset update
Performance report
Change Request (CR)
Project document update

□ Conversion management
Control conversion
Organizational process asset update
Performance report
Change Request (CR)
Project document update

□ Interface management
Control interfaces
Organizational process asset update
Performance report
Change Request (CR)
Project document update

□ Software configuration management
Control configuration
Organizational process asset update
Performance report
Change Request (CR)
Project document update

□ Workflow management
Control workflow
Organizational process asset update
Performance report
Change Request (CR)
Project document update

□ Test management
Control testing
Organizational process asset update
Performance report
Change Request (CR)
Project document update

□ Cutover management
Control cutover
Organizational process asset update
Performance report
Change Request (CR)
Project document update

□ Support management
Control support
Organizational process asset update
Performance report
Change Request (CR)
Project document update

∆ Realization management
Control realization
Organizational process asset update
Measurable outcome achievement
Performance report
Change Request (CR)
Project document update

∆ Sponsorship management
Control sponsorship
Organizational process asset update
Performance report
Change Request (CR)
Project document update

∆ Transformation management
Control transformation
Organizational process asset update
Performance report
Change Request (CR)
Project document update

∆ Training management
Control training
Organizational process asset update
Performance report
Change Request (CR)
Project document update

∆ Optimization management
Control optimization
Organizational process asset update
Performance report
Change Request (CR)
Project document update

■ Integration management
Close phase or project
Organizational process asset update
Deliverable

■ Procurement management
Perform final acceptance
Organizational process asset update
Deliverable Completion Certificate (DCC)

□ Support management
Initiate ongoing support
Support tickets

∆ Realization management
Report outcome achievement
Dashboard report

∆ Optimization management
Perform optimization
Optimization completion confirmation