Before starting the project, it’s best to lay down clear objectives/deliverables, plan the stages for the project’s implementation and produce a preliminary study report.
Defining the current situation and business requirements are critical steps in the study. Organizing working sessions with end-users and key operational executives will help define the functional requirements for the business. During these activities, it’s also important to review all the systems, interconnected equipment and processes that are involved in executing all production activities. At this stage, the system architecture review and the data engineering steps are crucial.
You shouldn’t rush to install a new system to address a few specific problems. It’s important to assess the needs for infrastructure, software and IT equipment to support these initiatives. Before implementing the system, you need to deliver a requirement assessment. After that, it's important to evaluate off the shelf solutions to meet specific business needs without investing in a custom solution.
Producing the study report
The preliminary study report can come in all shapes and sizes. It’s best to provide a report in the form of a presentation with an executive summary that illustrates the main points needed for execution. The important thing is to focus on critical business information that will help successfully implement the new system on time and on budget. Lastly, this report can also be used as input criteria for the qualification process when selecting system solution providers.
Planning the implementation
After the business requirements have been clearly identified and the technological solution selected, you’ll need to establish the steps required to plan the implementation of the monitoring system. The scheduling of implementation work for the selected functionalities needs to be separated into milestones to meet the promised dates within the allowed budgets. Furthermore, you must account for preliminary work to be executed, such as entering master data, performing system data migration, along with the work required to make the operator’s environment ready for the new system. By planning the requirements to interconnect business support systems, such as an enterprise resource system (ERP), a maintenance system, etc., it’s critical that new system interfaces get added into the planning scope.
In the end, you want to focus on establishing the winning strategy for implementing the new system and the deploying sequences. Such a system cannot exist without the proper support, training and a change management plan. For those steps, the stakeholders, who will ensure the success of the projects, must be identified and actively participate throughout the planning and executing phase.