4 strategies for a favorable Degree of Fit

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If your Degree of Fit is just not there, or the balance between it and the budgetary estimate is not favorable, the risk that project will exceed the budget or not meet the requirements is high, but you might still decide to go on. In fact, most consultants often do, choosing to fight the odds. According to field reports, this approach often fails.

There are four things you can do to ensure the customer satisfaction while keeping the project in budget and still reducing the risks by increasing the degree of fit.

Let’s see what they are.

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Sure Step in action: more about Fit Gap Analysis

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image Fit Gap Analysis is one of the core activities of the Sure Step. It’s in fact so important that on most projects this activity should be done twice: the first time you do it on a very high level just get a quick overview of customer’s processes and requirements, and the second time you dive deep down into details to figure out everything.

This is not the first time I blog about it. I explained the meaning of the Degree of Fit, as well as its value in determining the risks of customizing the solution, and then I shared some thoughts about how to use hourly estimates from the Fit Gap worksheet. But every time I think of Fit Gap or I teach it at a course, there seems to be so much more to it.

There are a couple of more points I’d like to address about it:

  • How (and why) to engineer the Degree of Fit?
  • Isn’t the Degree of Fit a bit too blurry?
  • Are the five fit/gap categories really all there is about it?
  • Can you inherit a Fit Gap Analysis results from another consultant?

Let’s discuss the first topic today: engineering a desirable Degree of Fit.

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Requirements and Process Review – Critical vs. Non Critical

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Requirements and process review is one of the decision accelerators in the Diagnostic phase of the Sure Step, aimed at gaining deeper understanding of customer’s business processes, and documenting high level requirements, as well as possible implementation issues. As such, it is an indispensable input into further decision accelerators and the implementation project itself.

One of the activities done in scope of this decision accelerator is identifying high-level implementation issues which are then classified into critical and non-critical. I’ve done some requirements and process reviews and had a chance to discuss it with consultants and project managers, and I’ve often found people to be somewhat confused with the logic behind this classification, because at the first glance it seems totally reverse: what you could call critical shooting from the hip, is in fact non-critical, and what you could say is non-critical, turns in fact to be critical. And it requires some general shift in the point of view of what consultants are generally used to in scope of typical gap analysis activities.

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Fit Gap and Solution Blueprint Estimates

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The Sure Step season seems to have started in its fullest for me – it is the second time this year already that I’m delivering the Sure Step course, this time in Copenhagen, Denmark, and I must say that I truly enjoy it.

Anyway, while discussing the Fit Gap and Solution Blueprint decision accelerator, an important component of the Diagnostic phase, a student asked me an interesting question: why do we need to give effort estimates to meet the requirements at this stage?

And indeed – isn’t it far too early to give or commit to any effort estimates at this early stage, isn’t there a huge risk that the customer might understand these estimates as final project estimates? What’s the true meaning of effort estimates during Fit Gap analysis in diagnostic phase?

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Sure Step 2010

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One of the drawbacks of being a freelancer is a slight risk to learn a bit late about anything new. Once upon a time, when I was still blogging actively, I made sure I was the first to blog about something new, as long as it relates to Sure Step. This time, the news came to me through two channels: through Microsoft Dynamics UK Blog and through Chandru Shankar’s post in SureStep PM Methodology group on LinkedIn.

So, I’m not going to reinvent the wheel, I’m just reposting the content from these two sources, but I’ll not miss to say that I am totally thrilled with this new release, and the new stuff it brings along.

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NAV Decisions 2009 is over, but not quite

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NAV Decisions 2009

Did you have a chance to attend the NAV Decisions 2009 virtual conference? If yes, how did you like the event? To me, this was a great experience. It wasn’t the first virtual conference I was a part of, but it most certainly was the best.

But if you didn’t have a chance or time to be there (virtually), you don’t have to worry. Even though the conference is over, the website and all the content will be available for three more months. So, until midnight of January 15, 2010, you can still visit the conference website, register and watch and listen to any of the presentations delivered.

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NAV Decisions – an event you should NOT miss

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On October 14th you should not miss the NAV Decisions 2009 virtual conference organized by MSDynamicsWorld.com, the independent authority for news and views on Microsoft Dynamics.

NAV Decisions 2009 is a virtual conference & tradeshow for Microsoft Dynamics NAV Professionals seeking implementation strategies, thought leadership, and best practices for maximizing the value and effectiveness of their organization’s NAV platform and initiatives.

The best news about the conference is: it’s absolutely free.

I am one of the featured speakers at the conference, and my session titled “Sure Step Methodology in Agile Environment: Delivering More ERP Value in Less Time” will focus on an ever-hot topic of generating value through ERP.

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Sure Step available to all partners

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Microsoft Dynamics Sure Step Methodology Today at Worldwide Partner Conference in New Orleans, during his keynote speech, Doug Kennedy, Vice President Dynamics Partner Team, announced the availability of Microsoft Dynamics Sure Step to all Microsoft Dynamics partners.

So far, Sure Step has only been available to partners enrolled in a service plan, which was a big obstacle to smaller or new partner companies who saw investment in a service plan as a significant expenditure.

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Sure Step Spring 2009 release

  • Reading time:4 mins read

Microsoft Dynamics Sure Step Methodology Microsoft’s Sure Step team has been pretty busy recently. They have just published the new update to Microsoft Dynamics Sure Step methodology, which includes several important new features and many content updates worth your attention.

I’ve just downloaded and installed it and I am impressed with the improvements.

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How you should learn from Sure Step

  • Reading time:5 mins read

Sword & stone (Excalibur) by Midnight-digital (Not leaving ! Just very busy) (opens in a new window) Prescriptive methodologies, such as Sure Step, are double-edged swords. They are aimed at increasing repeatability, consistency, traceability, manageability and more of your projects, yet they seemingly increase overhead and contribute to an inflated project price tag.

As a result, companies sometimes offer excuses such as: it would be too expensive for the customer, or we would lose the project to the competitor, because our price would be too high.

In my opinion, this kind of reasoning is just wrong.

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