ProfServProjects

This page aims to give a detailed overview of customer-projects accompanied by the Open-Xchange professional services team: The different phases and decisions as well as the documents necessary to accompany this process are listed here. The following diagram gives a birds-eye view of the whole process:

Initialization

During this phase the product gets demoed and the doability of the project is checked. After this phase a detailed offer is made and the customer decides whether to start the project or not ("Go" / "No-Go").

• Technical Demo (webcast or on-site)
  • presentation of the product including all features relevant to the customer
• Architecure Overview
  • Integration with customer systems instead of out-of-the-box
  • Explain the many ways to OX and its data
  • Used Standards and programming languages
  • Scaling / server density
  • Available APIs
  • Options for branding / whitelabeling
• Proof Of Concept (POC)
  • Machine in the customer-environment
• Technology Transfer
  • Evaluate customer-environment (mailsystem, loadbalancer, storage, provisioning)
• initial Workshop(s)
  • Using the agenda given below
  • resulting in the Customer Implementation Concept
• RequestForInformation / RequestForQuotation
  • answered by the filled out SOW

Tools

• Project Charter The Project Charter contains the goals and scope of the whole project. Stakeholders on both sides are defined here as well as detailed responsibilities and milestones to measure progress. Also further organization of the project is specified including details about documentation, reporting and communication.
• Workshop Agenda This contains topics for the initial workshop
• Customer Implementation Concept This is a "living document" as well in that it is updated during the project to reflect the current state of affairs
• Basic SOW The basic SOW describes in detail all Open-Xchange implementation-efforts already known and agreed upon at this point in time.

Implementation

During this phase everything that was planned before will be realized.

• Weekly status calls
• Documentation of all installed systems & components
• Training workshops for admins / 1st level support
• Open-Xchange-internal time tracking
• Open-Xchange-internal change management
• Open-Xchange-internal approval (review of the complete system)
  • Loadbalancing
  • MySQL-Cluster
  • automated tests
  • jmeter tests

Tools

• Requirements Checklist ... In this list all issues and todos, together with dates and the person responsible on either side, are tracked. It is expanded during meetings or calls as necessary. When the phase is over all items in the list should be checked, making the project ready for launch.
• OX Test protocols

Approval

During this phase everything that was realized will be checked (again) to make sure it is ready and exactly to the customers wishes. As soon as that is the case it is our recommendation to do a "soft-launch", a launch of the production system but with only a limited number of users (ca. 5%). When that is done successfully and any last-minute issues are uncovered and fixed the product is launched.

• detailed technical documentation including test-accounts, credentials, people in charge etc.
• Customer tests
• Lessons learned
• Open-Xchange-internal project retrospective
• Handover to Open-Xchange support
  • test OTRS process

Tools

• Meeting Minutes These minutes cover attendees to a meeting, topics discussed, decisions made and action items.
• Requirements Checklist ... This list produced during the previous phase contains agreed upon and done items. These should be checked again in this phase by the customer´s quality assurance team for the live system.
• Customer test protocols