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3rd in the Series "A Guide to Selecting the Right Technology Rollout Company for Your Project"

Nationwide Rollout and Global Technology Deployment Internal Resources Requirements

A Concert Technologies White Paper

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Table of Contents

Executive Summary
About this White Paper Series
Introduction
Internal Resources Overview
The Rollout Delivery Team
Internal Utilization of the Web-based Software Application
Scenario: Internal Resources in Action
Rollout Delivery Team Configuration Comparison
The Rollout Phases
Conclusion
About Concert Technologies
References
Diagrams

Executive Summary

Nationwide rollouts and global technology deployments are complex projects that require expert management of people and technology. A
project's success is as dependent on the internal resources that deploy it as the technology installed. An inexperienced Project Facilitator
or overburdened Project Manager can easily become overwhelmed -- which can cause massive repercussions that inevitably translate
to increased costs or delayed implementation for your project.

As the third in our series, this paper continues the effort of providing information that enables you to evaluate a deployment company and its Technology Rollout System intelligently so that you can realize the most cost-effective and time-efficient project deployment.

What are Internal Resources?

Internal Resources consist of both the human and the technological elements that work in harmony to accelerate deployment times and
enhance the efficiency of any nationwide or global rollout. This paper explains:

  • The Role of Internal Resources. Examine the importance of Internal Resources and the part they play in the evaluation of a Technology Rollout System.
  • Rollout Delivery Team Job Functions. Discover which job functions are critical to deployment efficiency.
  • The Ideal Rollout Delivery Team Configuration. Learn which Rollout Delivery Team Configuration expedites deployment processes and guarantees measurable quality.

What Are the Benefits of Experienced Internal Resources?

When experienced people and well-established technologies are part of a proven Technology Rollout System, the benefits include:

  • Lower project costs
  • Accelerated implementation time
  • Enhanced communication flow
  • Reduced customer management effort
  • Improved scalability and flexibility
  • Guaranteed quality

Technology Rollout System

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About This White Paper Series

In our first two white papers in this series, we explained the Technology Rollout System and its first two parts, the Process Structure and Rollout Services Model. This third white paper examines the critical role of a technology rollout company's Internal Resources for your nationwide rollout and global deployment projects. For the purposes of this paper, the following definitions are used:

Technology Rollout

Consists of (a) multiple sites (b) requiring technology services (c) implemented by onsite field technicians.

Customer

The organization or individual that engages the technology rollout company.

Additional terminology definitions (such as Rollout Categories) are defined in the first white paper in this series.

Note: While the information presented in this paper is applicable to all Rollout Categories, it primarily focuses on Category 1 Rollouts (work at each site consists of one day or less).

Additionally, this paper assumes that the previously established ideal parts of the Technology Rollout System are utilized:

To download any of our White Papers, visit us online at: www.concerttech.com

Introduction

"Greatness has a much to do with organizational processes and structures as with staff talent. Effective organizations amplify the talents and capabilities of individuals and teams, while ineffective organizations mute them."

- Jordan, Tom, Building a Process-savvy Organization

Quality Internal Resources are invaluable to multi-site nationwide or global rollouts. These resources are defined as the technology rollout
company's human and technological elements. They must work synergistically in order to provide effective rollout services. Internal Resources are the third component of the Technology Rollout System and are described in detail in the following pages.

Technology Rollout System

How This Information Benefits You

  • Minimize project costs and time by understanding how a deployment company's Internal Resources affect the speed and efficiency of your technology rollout.
  • Establish criteria for the Rollout Delivery Team by examining the critical jobs involved in managing deployment services.
  • Determine the right Rollout Delivery Team Configuration for you by understanding the key advantages and disadvantages of various configurations

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Internal Resources Overview

The technology rollout company's Internal Resources consist of people, internal operations, network infrastructure, software, training and
company culture. Quality resources can yield customer benefits such as real-time project status reports, minimized administrative time and costs, and convenient asset management and recovery.

While there are numerous possible variations within the Internal Resources function that impact important areas (such as scalability, employee training, network and software backup and redundancy, and disaster recovery contingency plans), this paper will focus on summarizing the Internal Resources' basic workflow as performed by the Rollout Delivery Team.

The Rollout Delivery Team

"A deficient or ineffective management team can be more harmful to the integrity of your business than a computer virus."

- Allbusiness.com, create a Winning Management Team

A well-qualified Rollout Delivery Team working within a system of methodologies is critical to the success of a nationwide or global multi-site
technology rollout. Originally described in our first white paper as part of the Project Management component of the Rollout Services Model, the experienced people on this team manage the rollout processes that can make or break your project. Because the Internal Resources can
vary from company to company, the following information provides an overview of the Rollout Delivery Team and the essential roles relating
to the execution of the project. For example, billing management is a considerable aspect of any nationwide or global technology rollout, but
is not included as part of the Rollout Delivery Team.

The Critical Job Roles of the Rollout Delivery Team

The following roles are necessary to provide the most efficient and cost-effective deployment services available. Though the actual titles
of these key roles may differ depending on a company's internal naming conventions, the critical role they serve should be the same.

  • Program Manager
    The Program Manager has direct project knowledge and provides overall support and quality assurance to each assigned project. The Program Manager oversees projects to ensure they are completed to the customer's specifications. This position also guarantees a consistent level of expertise and speed for all projects.

  • Project Manager
    The Project Manager serves as the customer's single point of contact and manages all aspects of the rollout -- from interaction with the customer to management of the Project Facilitators. There should be multiple Project Managers within a given rollout company's configuration. This position should report to the Program Manager.

  • Project Facilitator
    Project Facilitators manage all aspects of the local site resources including scheduling, onsite job performance assurance, communication with each site's point of contact and interfacing with material management. There should be multiple Project Facilitators within a given rollout company's configuration. This position should report to the Project Manager(s).

  • Warehouse Manager
    The Warehouse Manager, supported by the warehouse team, is responsible for managing all equipment, materials and services required for each rollout including shipping, SLA warehousing requirements and configuration. A technology rollout company may elect to provide a separate operations unit for configuration services. The Warehouse Manager should report to the Program Manager.

  • Technology Manager
    The Technology Manager, with the support of their technology team, provides management functions for the Web-based Software
    Application and electronic transfer of customer data. This position should report to the Program Manager.

  • Partnership Manager
    The Partnership Manager with support of the partnership team is responsible for the recruitment and quality of the partners utilized by the technology rollout company. This person should report to the Program Manager or Project Manager.

The Project Manager's goal is to free the customer from having to deal with project field operations and allow the customer to stay
focused on core project duties.

With this well-defined set of team roles, the customer can "do it all" by communicating solely with the Project Manager. All other deployment
specifics, activities and communications are carried out by the technology rollout company (unless the customer wishes otherwise).

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Internal Utilization of the Web-based Software Application

The Web-Based Software Application was originally described in the first white paper in this series. Though it alone is not sufficient to
manage a technology rollout, it does play a critical role in supporting implementation.

A technology rollout company's core business is deploying multi-site rollouts on a daily basis. The Web-Based Software Application is a valuable tool to maintain a well-organized workflow and rapidly generate project reports.

For the purposes of this paper, we assume that this Application is well-established, proven and able to meet customer requirements.

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Scenario: Internal Resources in Action

Consider how Internal Resources operate in the following scenario.

Scenario Overview

The following analysis explains how each role of the Project Delivery Team Rollout serves a critical function in the implementation of the technology rollout detailed above. It also examines the importance of the Web-based Software Application.

Scenario Analysis


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Rollout Delivery Team Configuration Comparison

"Critical Success Factors.....enthusiasm and capabilities of deployment coordinators."

- Mark Honecker, OPNAV Innovative Processes & Tools

There are various ways a technology rollout company can deliver your project out into the field, but all Rollout Delivery Team Configurations
must be able to transfer each of the components from the Rollout Services Model to the designated areas of responsibility within the deployment company.

Note: If a rollout company does not have a Program Manager, Project Manager, Project Facilitators, Warehouse Manager, Technology
Manager and Partnership Manager on the project, the company's capabilities are limited. These positions are critical to rollout success.

Additionally, note that the actual number of Project Managers, Project Facilitators, and other positions may vary from those indicated in the
Rollout Delivery Team Configuration Diagrams.

What are the Rollout Delivery Team Configurations?

  1. Unified Resource (see diagram)
    The Rollout Delivery Team consists of a Project Manager, pool of Project Facilitators, Program Manager, Warehouse Manager, Technology Manager and Partnership Manager. The Project Manager can utilize a pool of Project Facilitators as needed including using Dedicated Project Facilitators depending on project requirements.

  2. Limited Resource (see diagram)
    When any critical job roles are unfulfilled, the Rollout Delivery Team Configuration is considered to be limited. The chart below
    indicates the impact of not having a Project Facilitator(s) present.

  3. Dedicated Resource (see diagram)
    The Rollout Delivery Team consists of a Project Manager, Dedicated Project Facilitator, Program Manager, Warehouse Manager, Technology Manager and Partnership Manager. The Project Facilitator may be dedicated by region, account or other means.

  4. Non-unified Resource (see diagram)
    The Rollout Delivery Team's job roles are fulfilled by individuals whose primary responsibilities are outside of the rollout project. In the following chart, the Rollout Delivery Team consists of a Project Manager, pool of Project Facilitators, Supervisor, Warehouse Manager, Technology Manager and Partnership Manager. The Supervisor serves as the direct report of the Project Manager, but the supervisor's primary role (i.e., marketing) is not related to the rollout project.

  5. Hybrid (see diagram)
  6. A combination of Rollout Delivery Team Configurations may exist with associated advantages and disadvantages.

Rollout Delivery Team Configuration Comparison

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The Rollout Phases

"Good plans shape good decisions. That's why good planning helps to make elusive dreams come true."

- Lester R. Bittel, The Nine Master Keys of Management

The following overview of the four Rollout Phases is based on the "Internal Resources in Action" scenario already discussed and explains
how Internal Resources are utilized within each phase:

  • Planning Phase
  • Scheduling Phase
  • Deployment Phase
  • Project Close-out Phase

Phase: Planning

Any deployment starts with a Master Rollout Analysis which includes determining project requirements through discussions with the
customer. The initial project plan and schedule is determined and often includes:

  • Clarifying all required Rollout Services Model components
  • Completing all required Component Templates
  • Examining and defining all rollout reports and measurables
  • Determining the requirements for a post project performance matrix

Additionally, the following should be completed during the Planning Phase:

  • Project Input: All project information is gathered from the Master Rollout Analysis and entered into the Web-Based Software Application for tracking and workflow. This enables the Rollout Delivery Team to be flexible and quickly support any changes that occur throughout the project life cycle.

Phase: Scheduling

Once all jobs are reviewed and dispersed to Project Facilitators, scheduling of times and technicians can occur. This includes phone surveys and requirements-gathering for warehouse personnel if applicable to the project. During this period and throughout the rest of the project, customers should be able to review project details (dates, outstanding issues, etc.) of each site via the Web-Based Software Application.

Phase: Deployment

In this phase, all management and deployment requirements are met, including:

  • Configuration and shipping of any required equipment by the Warehouse Staff to local resources
  • Confirmation of technicians prior to site arrival
  • Management, monitoring and support of technicians by Project Facilitators
  • Circuit testing (if applicable) from the equipment through the newly installed demarc extension and to the carrier's network
  • Equipment installation and testing
  • Quality assurance
  • Audits, including documentation

Site Close-outs

During multi-site technology rollouts, work at each site location is started and completed throughout the entire Deployment Phase. Each
site close-out requires these steps:

  • All site requirements are met and confirmed by the onsite technician(s) and reported to the Project Facilitator before technician departure from the location
  • The Project Facilitator evaluates the work and technician performance
  • The site is marked completed and all appropriate information is recorded in the Web-based Software Application

Phase: Project Close-out

  • When all work for the rollout has been completed at every site location, the Program Manager reviews the performance matrix with the Project Manager to ensure all criteria were met by the Rollout Delivery Team and discusses results and lessons learned with the customer.

  • Billing
    The Billing Department provides quality assurance for each completed order based on the requirements set in the billing component template and consolidates all invoices before submitting them to the customer. Although for the purposes of this paper the focus is primarily on the field aspect, billing is a considerable part of the rollout process and should be properly assessed as part of the evaluation criteria.

  • Maintenance
    In addition to future maintenance needs, the technology rollout company may be employed to provide redundancy for SLA requirements at specific sites.

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Conclusion

By employing a Unified Resource Rollout Delivery Team Configuration, the technology rollout company can confidently provide flexibility, scalability and quality assurance for each rollout project. The Unified Resource Rollout Delivery Team Configuration is made up of proven professionals:

  • The Program Manager, who is familiar with the details of every rollout project, oversees quality assurance and handles any concerns
    beyond the scope of the Project Manager.

  • The Project Manager has the necessary support of Project Facilitators, warehouse personnel and technology staff to effectively provide rollout services.

  • The Pool of Project Facilitators allows for deployment volume increases versus other configurations that do not provide growth support.

  • The Warehouse Manager ensures that all rollout materials and equipment for each site are delivered on schedule and meet all necessary specifications.

  • The Technology Manager accommodates the customer's data transfer requirements and supports the Web-Based Software Application utilized for the workflow process.

  • The Partnership Manager guarantees the quality and redundancy of all partnerships utilized by the technology rollout company.

Internal Resources are vital to technology deployments on a nationwide and global scale. An integrated and unified approach ensures
that each rollout is completed as efficiently as possible.

Understanding how Internal Resources work within the entire Technology Rollout System enables you to make better decisions about
employing the right deployment company for your project.

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About Concert Technologies

This paper was authored by Dennis Mazaris, President and Founder of Concert Technologies. Since 1995, Concert Technologies has offered rapid delivery of multi-site, multi-service, multi-technology rollouts on both a national and global scale. Our Maestro Technology Rollout System®, the world's first unified system, is based on the proven methodologies that span our extensive experience of providing professional rollout services.

For more information:

Visit our website: www.concerttech.com

Contact Dennis Mazaris, President:dmazaris@concerttech.com

References

AllBusiness.com, Create a Winning Management Team.

Bittel, Lester R. (1972), The Nine Master Keys of Management, McGraw-Hill

Honecker, Mark, OPNAV Innovative Processes & Tools, Web Deployment Plan, PowerPoint Presentation.

Jordan, Tom, Building a Process-Savvy Organization: Measuring and Improving your Organization's Capacity to Design, Implement,
and Manage Effective IT Processes Amplifies Your Staff's Talents, EDUCAUSE, EQ THE IT PRACTITIONER'S JOURNAL 30(1) (2007).

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Unified Resource Rollout Delivery Team Configuration

 

 

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Limited Resource Rollout Delivery Team Configuration

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Dedicated Resource Rollout Delivery Team Configuration

 

 

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Non-unified Resource Rollout Delivery Team Configuration

 

 

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