Implementation & Upgrade

Assess

• Methodology DocumentMethodology documents define the recommended approach and best practices for delivering the services, from the project initiation phase through to handover.
  
• Pre-engagement ChecklistDetermines readiness of customer facilities for the consultant’s arrival onsite.
  
• Pre-Installation ChecklistSpecifies the checks that need to be performed by consultant(s) onsite to confirm the technical environments prior to installing the Symantec software.
  
• Project PlanA formal, approved document used to guide both project execution and project control. The primary uses of the project plan are to communicate and track the key tasks, dependencies and resources throughout the project lifecycle. The consultant's plan fits into the overall engagement plan.
  
• Assessment ReportA detailed report of assessment findings.
  

Design

• Quick Reference GuideA consulting artifact that provides a brief summary of the processes and commands for implementing, upgrading and using the Symantec software.
  
• Kickoff AgendaThe Project Manager conducts the kick-off meeting, which follows a formula to develop clear understanding of Roles & Responsibilities, Description of delivery process, Review of SOW and/or scope, Review of dependencies, project schedule, deliverables, the Project Management Plan, Staffing commitments, and the scope verification/sign-off process.
  
• ScheduleAll projects have a schedule, some more complex than others. Schedule Control is the process of ensuring the project progresses according to the defined schedule. Schedule Control is accomplished using combinations of progress tracking and effective forecasting, and integrates with other processes such as Scope Control, Risk Management, Communications Management, and Stakeholder Management.
  
• Solution Design QuestionnaireProduced by the consultant(s) onsite to facilitate the capture of information pertaining to the solution from the Client’s nominated staff.
  
• Solution Design ReportProduced by consultant’s onsite to document the planned configuration and integration of the Symantec software. Design documents provide sufficient detail to enable the Client and/or another consultant to implement the solution, covering both the logical design of the solution and physical design of the configuration.
  

Transform

• Configuration CookbookConfiguration cookbooks are provide specific technical recommendations to consultants implementing Symantec solutions. These documents are often very detailed and prescriptive in nature, focusing on a specific application environment to ensure that a proven, standard technical solution is delivered.
  
• Configuration ReportA primary customer deliverable detailing the service provided. Includes an executive summary, pertinent contact information, as-delivered environment state details, and technical support processes.
  
• Quick Reference GuideA consulting artifact that provides a brief summary of the processes and commands for implementing, upgrading and using the Symantec software.
  
• Upgrade ScriptsAdditional tool that is developed and deployed by consulting to streamline the delivery processes, enabling the solutions to be delivered more consistently, at a lower cost and with lower risk to the Client.
  
• Sign-off sheetA simple document that captures the Client’s acceptance for all major decisions, deliverables and checkpoints throughout the lifecycle of the project.
  
• Operational AdviceYou won’t find this in the product documentation! Expert-developed tips & tricks on operational tasks, customized to your configuration, for sustainable benefits.
  

Assessment

Assess

• Pre-engagement ChecklistDetermines if the Client is ready for the consultant’s arrival onsite.
  
• Project Plan TemplateA formal, approved document used to guide both project execution and project control. The primary uses of the project plan are to communicate and track the key tasks, dependencies and resources throughout the project lifecycle.
  
• Kickoff AgendaThe Project Manager conducts the kick-off meeting, which follows a formula to develop clear understanding of Roles & Responsibilities, Description of delivery process, Review of SOW and/or scope, Review of dependencies, project schedule, deliverables, the Project Management Plan, Staffing commitments, and the scope verification/sign-off process.
  
• Data Gathering ScriptsDocument the environment being assessed and serve as the basis for the consultant’s Configuration Report.
  
• ScheduleAll projects have a schedule, some more complex than others. Schedule Control is the process of ensuring the project progresses according to the defined schedule. Schedule Control is accomplished using combinations of progress tracking and effective forecasting, and integrates with other processes such as Scope Control, Risk Management, Communications Management, and Stakeholder Management.
  
• Questionnaires & ChecklistsTools used to elicit business drivers and other necessary information, and confirm tasks that facilitate the assessment.
  
• MethodologyMethodology documents define the recommended approach and best practices for delivering the services, from the project initiation phase through to handover.
  
• Sign-off SheetA simple document that captures the Client’s acceptance for all major decisions, deliverables and checkpoints throughout the lifecycle of the project.
  
• Review Workshop AgendaThe purpose of this workshop (or meeting) is to formally report assessment findings, and draw the project to a close so that Symantec resources can be withdrawn.
  
• Configuration ReportA primary customer deliverable detailing the service provided. Includes an executive summary, pertinent contact information, as-delivered environment state details, and technical support processes.