Milestone 3 Hightower Global Solutions

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Southern New Hampshire University *

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QSO 640

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Information Systems

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Jan 9, 2024

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Running head: MILESTONE 3 – HIGHTOWER GLOBAL SOLUTIONS CASE STUDY 1 Milestone 3: Hightower Global Solutions Case Study Dennis Puyarena Southern New Hampshire University QSO 640 – Project Management April 2, 2023 Dr. Tony Allen
MILESTONE 3 – HIGHTOWER GLOBAL SOLUTIONS 2 Project Initiation Hightower Global Solutions, a fortune 500 company specializing in financial services technology and outsourcing solutions (MindEdge, 2014). They possess an aggressive acquisition strategy that has contributed to the expansion of their product portfolio by buying small companies (MindEdge, 2014). Hightower has over 100 complex products and services offered to a diverse client base, all of which the sales associates are tasked with tracking in order to successfully pitch products at the right opportunity. Both, new and experienced employees struggled with staying current on all of the company’s offerings, and sales leadership was concerned that they were missing opportunities to pitch new products (MindEdge, 2014). This project consisted in developing a "sales training intranet" (code named HighLEARN) for Hightower's 350 geographically dispersed sales associates to remedy this issue. Connecting the employees via this method of training is crucial to safeguarding Hightower’s sustainability and success. Consequently, the project is feasible in all operational aspects including but not limited to economic, technical, and organizational. Proper training of employees impacts economic viability as it prepares employees to handle and be successful in meeting aggressive sales targets. With respect of technological viability, Hightower’s specialization in financial services technology is also impacted. In general this project aligns with Hightower as an organization given that they are a firm that specializes in financial services technology and outsourcing solutions globally. A global intranet platform goes hand in hand with their business model. Strategic Goal
MILESTONE 3 – HIGHTOWER GLOBAL SOLUTIONS 3 To ensure Hightower’s success and sustainability in the global market, their strategic goals are to globally connect sales associates by means of an intranet platform to train all employees on Hightower’s diverse product offerings. With everyone in the sales becoming experts on as many products and services as possible, meeting the aggressive sales targets becomes attainable (MindEdge, 2014). Project Charter As previously mentioned, the organization’s strategic goal is to globally connect sales associates by means of the intranet, equipping them with expertise in the company’s diverse product offerings. This will ensure Hightower’s success and sustainability in the global market. Having everyone in the sales organization become experts on as many products and services as possible to meet aggressive sales targets (MindEdge, 2014) Project Title HighLearn Date June 1, 2019 Business Case Organizational need, technological capability and economical need Project Purpose To create efficient and effective training program by means of an intranet platform where Hightower sales associates across the globe can log on and receive comprehensive product information and training Project Objectives To connect and train global sales associates from a singular intranet platform on the company’s diverse product portfolio with the purpose of meeting aggressive sales targets as well as ensure Hightower’s success and sustainability in the global market Project Deliverables 1. 2. Globally accessible intranet 3. Comprehensive product information and presentations 4. Access to webinars and videos with product specialist 5. Share tips and feedback through blogs, forums and social features Project Personnel
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MILESTONE 3 – HIGHTOWER GLOBAL SOLUTIONS 4 Tony DiBello Project Manager Ricardo Cortin Director of Learning & Development Steve Quan HighTower IT Operations Specialist Shannon Valley Hightower IT Systems & Security Monica Ianucci Content Specialist Jonathan Brant Content Specialist Risks 1. 2. Website does not meet user requirements or functionality. 3. Shannon Valley and Steve Quan are not available to contribute to the project until July 15, 2019. 4. Marketing department has not endorsed the approach; believes they should go with Microsoft® SharePoint® system. 5. Security of intranet/portal: no external access beyond firewall. Schedule Summary Project has a start date of June 1, 2019, with a roll-out date of January 1, 2020 Budget Summary $1.5 Million Measurable Success Criteria 1. Develop highly interactive portal 2. Custom intranet for global sales associates to log on and get comprehensive product information, presentations, access webinars and videos 3. Access webinars and videos with product specialists and share tips and feedback through blogs, forums, and social features Other Project Limitations 1. 2. Aggressive timeline. 8-month build and roll-out date. 3. Small project team to complete complex task list. 4. 3. Shannon and Steve are not available until July 15, 2019 Approval Signature Approval Date Carol Bailey , CEO 4/1/2019 High-Level Timeline & Cost Estimations Our task groups consist of four teams with multiple, high-level associated milestones. We project completion of project in eight months from start date. These milestones are expected to be reached simultaneously.
MILESTONE 3 – HIGHTOWER GLOBAL SOLUTIONS 5 TASK RESPONSIBLE MEMBER Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Portal Development User interface requirements Ricardo Cortin Visual design portal Ricardo Cortin Portal administration complete and accepted Tony DiBello Infrastructure & Security Architecture approved for implementation Shannon Valley Servers for development, staging and production Steve Quan Integrate infrastructure & security systems Steve Quan Log-in systems complete and tested Shannon Valley Create user profiles and log-in credentials Steve Quan Content Creation & Editing Product content modules complete and accepted Monica Ianucci Product sales summaries Monica Ianucci Sales case studies for content modules Jonathan Brant SMEs videos for content Monica Ianucci Upload presentations, demos and webinars for content modules Jonathan Brant Documentation Development and documentation of coding standards & procedures Shannon Valley Develop test acceptance plans & procedures Steve Quan HighLEARN database test & acceptance Shannon Valley HighLEARN roll-out Toni DiBello The estimated cost of the HighLEARN project is $1.5 and it is estimated to be completed in seven months (MindEdge 2014). See allocation below: Portal Development $375,000 Infrastructure & Security $375,000 Content Creation & Editing $375,000 Documentation $375,000 Total Budget $1.5 Million Key project stakeholders Stakeholders are essential to the success of a project as they may positively impact and support initiatives and deliverables. In contrast, they may also have a negative impact on the
MILESTONE 3 – HIGHTOWER GLOBAL SOLUTIONS 6 same. It is important to monitor the interests of these parties in order to better have control of and ensure the success of the project. Stakeholders Support Analysis NAME ROLE INTEREST POWER CLASSIFICATION Carol Bailey CEO High High Positive Peter McKenzie Head of Sales Project Sponsor High High Positive Ricardo Contin Head of Learning & Development High High Positive Steve Quan IT Operations Specialist Medium Low Neutral Shannon Valley IT Systems & Security Medium Low Neutral Monica Ianucci Content Specialist Medium Low Neutral Jonathan Brant Content Specialist Medium Low Neutral Stephanie Nameloc Head of Acquisitions & Product Portfolios Low High Neutral Sasha Fiercer Marketing/Advertising Medium Medium Negative Jason Holdmeer Marketing/Advertising Medium Medium Negative Stakeholders Concerns CONCERN REPORTED BY DESCRIPTION PROJECT IMPACT DATE IDENTIFIED COMPLETION DUE DATE INTERNAL OR EXTERNAL TEAM ASSIGNEE 1 Ricardo Contin Website does not meet user requirements or functionality High 6/1 6/3 Internal Steve Quan 2 Sasha Fiercer Jason Holdmeer Marketing has not endorsed the approach and feel Microsoft ® SharePoint ® should be utilized Medium 6/1 6/3 Internal Peter McKenzie 3 Content Development Team Leadership is aggressively acquiring other businesses with new products and services Medium 6/1 12/11 Internal Ricardo Contin 4 Cyber Security Team Security of internet/portal: no access beyond firewall High 6/1 10/9 Internal Shannon Valley Project Planning Business Requirements An important factor of the success of a project is the alignment to benefit the operations of the same. The requirements for this project are as follow:
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MILESTONE 3 – HIGHTOWER GLOBAL SOLUTIONS 7 1. HighLEARN must be a fully operational intranet platform with the capabilitu to be modifiable and be able to provide data of all the services and products of Hightower 2. HighLEARN must reduce the company’s costs in relation to training 3. It must be user-friendly and clear to associates to ensure compliance and feasibility. 4. Training conducted by HighLEARN must result in higher sales. 5. It must facilitate the acquisition of businesses and the expansion of products and services. 6. The project must be completed within a period of six months and remain under the budgeted $1.5 million. Experts from the different dynamics involved or areas affected in the project must be consulted to ensure business requirements are met. Due to the size of the project and its impact on Hightower as a whole, it is also advisable that a prototype be built to demonstrate these requirements and gather realistic feedback from the users (Schedlbauer, 2011). Subject Matter Experts Subject matter experts are interviewed and asked for intel and recommendations. Among those are Peter McKenzie and Carol Bailey, who were interviewed regarding schedule, budget and business requirements. Subsequently, a focus group of Ricardo Contin, Steve Quan, and Shannon Valley other experts in marketing, cyber security. and business operations were consulted and contributed to the areas of development of the schedule, portal, infrastructure and security, content creation, and documentation. Project Requirements Template Requiremen t Number Description Priority 1 Improve sales performance High
MILESTONE 3 – HIGHTOWER GLOBAL SOLUTIONS 8 2 Create product experts from the sales team High 3 Make product information & presentations available High 4 Make webinars and videos with product specialists accessible High 5 Portal to include social features including blogs and forums to share tips and feedback Medium 6 Portal must be enabled to be updated with new trends and material Low 7 Project completion with in seven months Low 8 Project to be completed within budget Low The project planning format is important as it is used to capture requirements because they need to be communicated to stakeholder for validation (Schedlbauer, 2011). This helps in confirming that these requirements are clearly understood and resources are not wasted while implementing unneeded functionality (Schedlbauer, 2011). Requirements traceability creates a matrix that defines why these exist and to guarantee they are being implemented (Schedlbauer, 2011). The use of this matrix allows us to trace a requirement to deliverables or in contrast, from a deliverable to requirement (Perforce, 2018) allowing the project manager to verify the project’s trajectory and progress. It allows to ensure that goals are being met and aide in decision making given that changes take place and may impact requirements (Perforce, 2018).
Running head: MILESTONE 3 – HIGHTOWER GLOBAL SOLUTIONS CASE STUDY 9 Project Schedule Activity Activity Name Expected Completio n Date Predecess or Activity Resource Assigned Duration in Days Jun Jul Aug Sep Oct Nov Dec Jan Delivery & Design 1 Survey stakeholders on vision 6/7/2019 - Tony DiBello 5 2 Style sheets for portal 6/9/2019 1 Monica Ianucci 5 3 Theme design for website 6/30/2019 2 Jonathan Brant 15 4 Portal administration complete & accepted 6/9/2019 1 Ricardo Contin 2 5 Administrative access control design 7/28/2019 4 Ricardo Contin 35 6 Administrative page groups 10/6/2019 5 Monica Ianucci 50 7 Content display from repository 8/9/2019 3 Jonathan Brant 28 8 Architecture approved for implementation 6/19/2019 2 Shannon Valley 1 9 Servers for development, staging & production 9/18/2019 8 Tony Dibello 65 Content Creation & Editing 10 Interviews with subject matter experts 8/11/2019 1 Ricardo Contin 10 11 Product sales summaries 9/8/2019 1 Ricardo Contin 20 12 Sales case studies for content modules 10/27/2019 1 Ricardo Contin 35 13 Edit/film SME videos 11/3/2019 10 Monica Ianucci 5 14 Product content modules 11/10/2019 12 Monica Ianucci 5 15 Upload presentations, demos and webinars for content modules 11/24/2019 20 Jonathan Brant 1 Development & Programming 16 Integrate infrastructure & security systems 12/13/2019 9 Steve Quan 40 17 Create log-in & user profiles 12/14/2019 8 Steve Quan 20 18 Development and document coding standards & procedures 10/2/2019 8 Shannon Valley 75 19 Develop test acceptance pans & procedures 10/2/2019 8 Steve Quan 75 20 Configure/code indexing & functionality 12/18/2019 9 Steve Quan 65 21 Content upload & functionality 11/13/2019 9 Shannon Valley 40 Testing & Review 22 User interface design complete & tested 11/27/2019 19 Shannon Valley 40 23 Log-in & registration system complete and tested 12/19/2019 17 Shannon Valley 3 24 Content management & coding complete and tested 12/22/2019 23 Steve Quan 2 25 HighLEARN database test & acceptance 12/29/2019 24 Shannon Valley 5 Launch 26 HighLEARN Rollout 1/1/2020 25 Tony DiBello 1
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MILESTONE 3 – HIGHTOWER GLOBAL SOLUTIONS 10
Running head: MILESTONE 3 – HIGHTOWER GLOBAL SOLUTIONS CASE STUDY 11 Refined Estimate S. Valley and S. Quan were assigned to the project, however, were unable to come aboard until a month after initiation there were several tasks that had already been started by a SME, but possibly completed or signed off on by Valley or Quan. Despite of challenges during portal development, multiple tasks were fast-tracked to remain on schedule. Activity Activity Name Expected Completio n Date Predecess or Activity Resource Assigned Duration in Days Jun Jul Aug Sep Oct Nov Dec Jan Delivery & Design 1 Survey stakeholders on vision 6/7/2019 - Tony DiBello 5 2 Style sheets for portal 6/9/2019 1 Monica Ianucci 5 3 Theme design for website 6/30/2019 2 Jonathan Brant 15 4 Portal administration complete & accepted 6/9/2019 1 Ricardo Contin 2 5 Administrative access control design 7/28/2019 4 Ricardo Contin 35 6 Administrative page groups 10/6/2019 5 Monica Ianucci 50 7 Content display from repository 8/9/2019 3 Jonathan Brant 28 8 Architecture approved for implementation 6/19/2019 2 Shannon Valley 1 9 Servers for development, staging & production 9/18/2019 8 Tony Dibello 65 Content Creation & Editing 10 Interviews with subject matter experts 8/11/2019 1 Ricardo Contin 10 11 Product sales summaries 9/8/2019 1 Ricardo Contin 20 12 Sales case studies for content modules 10/27/2019 1 Ricardo Contin 35 13 Edit/film SME videos 11/3/2019 10 Monica Ianucci 5 14 Product content modules 11/10/2019 12 Monica Ianucci 5 15 Upload presentations, demos and webinars for content modules 11/24/2019 20 Jonathan Brant 1 Development & Programming 16 Integrate infrastructure & security systems 12/13/2019 9 Steve Quan 40 17 Create log-in & user profiles 12/14/2019 8 Steve Quan 20 18 Development and document coding standards & procedures 10/2/2019 8 Shannon Valley 75 19 Develop test acceptance pans & procedures 10/2/2019 8 Steve Quan 75 20 Configure/code indexing & functionality 12/18/2019 9 Steve Quan 65 21 Content upload & functionality 11/13/2019 9 Shannon Valley 40 Testing & Review
MILESTONE 3 – HIGHTOWER GLOBAL SOLUTIONS 12 22 User interface design complete & tested 11/27/2019 19 Shannon Valley 40 23 Log-in & registration system complete and tested 12/19/2019 17 Shannon Valley 3 24 Content management & coding complete and tested 12/22/2019 23 Steve Quan 2 25 HighLEARN database test & acceptance 12/29/2019 24 Shannon Valley 5 Launch 26 HighLEARN Rollout 1/1/2020 25 Tony DiBello 1
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Running head: MILESTONE 3 – HIGHTOWER GLOBAL SOLUTIONS CASE STUDY 13 Project Execution There were considerable drawbacks to the use of the waterfall method when exploring the right approach for the HighLEARN project. While it may be better for smaller projects, waterfall testing would not begin until development is completed. This leads to bugs being found later in development where they are more costly to fix (Guru99, n.d.). Because waterfall is less focused on the client, it may very well result in a portal for that may not align with the business requirements, resulting in not being suitable for the use of the sales team. In contrast, Agile employs a client focused process that may ensure the sales team are continuously involved during every stage (Guru99, n.d.). It is recommended that Tony uses an agile approach to implement this project. To ease communication, especially since team members will simultaneously work on different tasks, a Jira board would be a great tool to keep the team up to date on project progress and the like. Project Control Change Management A change control process is necessary to evaluate and implement changes that bring value to the project and reject those that could disrupt work (MindEdge, 2014). It will be important to implement an Agile methodology as it provides flexibility as changes arise. The team should evaluate change requests when received and then decide their suitability and effects on the project. When a benefit is a possibility, the team must also determine if the change is possible according to the project plan (MindEdge, 2014). Stakeholders are to be notified if a change has been accepted or rejected, and the rationale behind the decision.
MILESTONE 3 – HIGHTOWER GLOBAL SOLUTIONS 14 Risk Management Risk management involves risk identification, analysis, response and monitoring and control. The team will brainstorm to allow the free flow of ideas and assess the probability and consequences of risks (MindEdge, 2014). A risk registered should be created where all known and assumed risks are documented. Overall risk exposure and highlight specific risks are analyzed by means of a quantitative analysis. Subsequently, a response plan for each risk is identified, documented, and updated. The risk register will be used as a living document throughout the life of the project, and will be updated continuously, removing old risks, and adding new risks and responses respectfully. Project Issues Running into issues is inevitable. As they arise, they will need to be documented and supervised in attempts to successfully complete the project. An issues register may be created so that these issues can be documented as they occur, any possible solutions that are implemented to serve as future reference. The information found in this register is used in the controlling portion of the project to take preventive and/or corrective action as needed. Project closeout At the conclusion of a project is considered best practice for a project manager to run a project close checklist. (MindEdge, 2014). The same includes the following: Reassigning personal, Auditing final records, Closing contracts, Creating support documents
MILESTONE 3 – HIGHTOWER GLOBAL SOLUTIONS 15 Product materials Informing the stakeholders of late-stage tasks and project completion Completing a final report on the project Hold a closing meeting with team members and stakeholders. A responsibility assignment matrix is used to review and confirm the completion of each of the requirements in order to minimize the risks of overlooking a project process. While auditing the final records, the responsibility assignment matrix allows for a swift verification that all requirements have been met, the responsible party and all pertinent information. Warranty Period This period provides us with an opportunity to support HighLEARN after launch and be able to make adjustments or enhancements at the request of the stakeholders. During this period the project time shares knowledge and information during implementation. It may also be expected of the project team to provide some on-going support where applicable. Lessons Learned Category Issue Problem/Success Impact Recommendation Resources Availability or Resources Valley and Quan were unable to join the team until after the team was already in motion. Their tasks had to be resourced leveled via SME in efforts to keep the project on schedule Provide some flexibility in the project schedule in anticipation of similar setbacks. Resources Server capacity Initial server storage: Server size estimates meet requirements. Future content will demand added space. Actual server storage: While it meets the needs, it will require additional space. Anticipate greater storage needs. Consider cloud storage option.
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MILESTONE 3 – HIGHTOWER GLOBAL SOLUTIONS 16 Risks Intranet portal security Challenges presented regarding external access to portal through the firewall No external access to portal due to firewall blocking. It required extra time spent troubleshooting and reconfiguring firewall to concede access. Time flexibility to be considered in anticipation of technical and network issues of this nature. Risks Site requirements Website performed efficiently and even exceeded users’ minimum requirements. Functionality was positively received by users. Considerations to maximize portal use was evident. Allocate additional time for interactions with, and user input. References Schedlbauer, M. (2011, January 25). Business analyst | The quest for good requirements. BA Times. https://www.batimes.com/articles/the-quest-for-good-requirements.html Perforce. (2018, May 29). What is a requirements traceability matrix? Your A–Z guide. Perforce Software | Development Tools For Innovation at Scale. https://www.perforce.com/resources/alm/requirements-traceability-matrix#why MindEdge, Inc, (2014). QSO-640: Project Management. Southern New Hampshire University: Retrieved March 30, 2023 from: https://snhu.mindedgeonline.com/content.php? cid=87492 Guru99. (n.d.). Waterfall vs. Agile: Must know differences. Meet Guru99 - Free Training Tutorials & Video for IT Courses. https://www.guru99.com/waterfall-vs-agile.html