Planning, Discovery, and Specifications phases of the project.
Learn the lines of business of the SEO (State Energy Office)
Gain familiarity with SEO’s (State Energy Office) legislative mandate
Gain awareness of the working dynamics among the five SEO (State Energy Office) teams
Provide project communication/documentation on an ongoing basis via SharePoint, weekly/biweekly project status meetings, and monthly project sponsor meetings.
Review relevant current documentation
Perform requirements mapping
Review standard processes to identify gaps
Identify required workflows
Capture required fields and business rules
Gather integration requirements
Provide project communication/documentation on an ongoing basis via SharePoint, weekly/biweekly project status meetings, and monthly project sponsor meetings.
Prepare detailed specifications document for each functional area for SEO approval
Prepare user stories
Prepare wireframes
Prepare detailed acceptance criteria
Provide proposed implementation timeframe/schedule
Provide proposed implementation cost
Prepare field mapping
Review records earmarked for migration
Prepare migration plan
Prepare overall project plan for implementation
Provide project communication/documentation on an ongoing basis via SharePoint, weekly/biweekly project status meetings, and monthly project sponsor meetings.
Relating to the implementation itself (e.g., development/customization, testing, UAT, deployment, training, post-implementation support).
Four (4) previous projects performing discovery, requirements gathering, and planning for Microsoft Dynamics 365 implementations. (Vendor must have provided all three components – discovery, requirements gathering, and planning – in all four projects.)
Four (4) previous projects implementing Microsoft Dynamics 365 that included customization. (All four projects must have included customization.)
Experience using organizational change management to fully develop the maximum utilization of MS D365 and leverage the Microsoft platform
Experience working with state government entities
Experience with projects pertaining to energy policy
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