Capax engagement managers have run projects using all of the common technical project management
approaches such as SCRUM and Agile and can therefore adapt to any standards your environment requires.
If there is flexibility in how we run the project, our preferred implementation methodology is
organized around the following phases:
Project Initiation, Discovery and Design
(typically 5-10% of project length)
At the start of a new project the Capax engagement manager will work to identify 1-2 project
leads on the customer side, usually a Technical Lead and a Business Lead. The Capax engagement
manager, Customer Technical Lead and/or Customer Business Lead will work to finalize initial
project documentation as well as provide the basis for ongoing project management throughout the
engagement. Project documentation will include any business or functional requirements documents
generated by the customer and/or Capax during the SOW phase, as well as a deliverable-based MS
Project plan. The Capax engagement manager and Customer project lead(s) will select a time slot
for a weekly project review meeting, prepare a contact list for all Customer employees expected
to be involved in the project and schedule a project kickoff meeting if appropriate to review
the engagement manager’s technical design document.
System Development
(typically 75-80% of project length)
The project plan will be organized around 2-4 week incremental deliverable stages following
the initial priority order jointly established by the Capax engagement manager and Customer
project lead(s). This priority will reflect business priority as well as the most appropriate
development order from an overall technical perspective. If appropriate, technical QA and/or
business user acceptance testing should be conducted immediately each incremental deliverable
is completed and the results documented in a User Acceptance Testing Results document. In order
to keep Customer project stakeholders involved and aware of development progress, the Capax
engagement manager will provide brief, regular status reports as well as weekly project plan
updates. They will also provide two project presentations per week, one geared towards the business
stakeholders for the project and the other towards the technical stakeholders.
Final Testing, Documentation and Hand-off
(typically 12-15% of project length)
If the customer is able to provide testing support as incremental deliverables are completed
during the Development Phase, most of the functional and user-acceptance testing will have been
completed by the end of the development phase of the project. So this 3rd phase is to allow time
to run systematic back-end testing such as performance and load testing, a final end-to-end
front-end acceptance test with the users after all features are complete, and the creation of
important system design and support documentation for the project hand-off. The Capax engagement
manager will work with Customer operations teams to conduct appropriate load testing and get
performance signoff. A user acceptance testing sign off document will also be developed with
the Business Lead after the final end-to-end test with any remaining feature requests or
enhancements identified. Once performance testing and user testing are complete, the Capax
engagement manager will update the design document and conduct a code review with the appropriate
Customer staff.