Our Project Management Methodology

We’ve adopted the best parts of Microsoft’s proven Sure Step methodology and integrated our own commitment to agile project management philosophies. Our approach iterates around the “solution modeling” project phase to ensure that every business process we impact is in line with your expectations.

ERP projects are fundamentally people-driven change management projects intended to improve business capabilities comprised of people, process and technology solution elements. The required tasks and work effort of implementing any ERP solution successfully are nearly the same for any leading product when deployed by a competent vendor.

Our experience has shown there is no such thing as a static, repeatable, ‘standard’ ERP project. While there are similarities and best practices that can be applied, every project differs on both a business and human level. Every company’s specific needs, stage of growth, pace of change, and circumstances differ even within the same industry. On a human level, every project sponsor, project manager and key stakeholder’s temperament, familiarity with ERP solutions, skill set, aptitude, and expectations differ, along with the organization’s collective willingness and capacity to change. Considering all these factors, it highlights the need for well-defined and understood expectations on the implementation approach upfront.

Project management methodology chart.


A Dedicated Project Management Office

At any given time, Encore has between 50 and 75 active projects. Our dedicated Project Management Office (PMO) ensures your ERP and CRM projects are executed within your budget and timeframe. Our PMO Members are certified professionals with years of experience as project managers, consultants, support technicians, and end-users in a wide variety of implementation situations.

Change Requests & Contingency Planning

Your business requirements and desired functionality may evolve as the project progresses. Our methodology is prepared to address these contingencies. We mitigate the risk of change via a careful initial analysis and by implementing your solution in functionality cycles – budgeting the time for validation, feedback, and adjustment to keep your project on track. Should the need for a major change arise, Encore calls for a re-alignment meeting and brings additional analysis into project cycles.

Immediately after go-live, Encore will actively monitor your system’s adoption and will respond to change requests in a timely manner. Over the long-term, Encore seeks to develop on-going relationships with all of our clients in the maintenance of their solutions and the development of their technology vision.

Built On Microsoft Sure Step

Where it makes sense, we leverage the templates, guidelines, and resources provided by Microsoft’s Sure Step methodology. Our projects are managed on a solid foundation that is responsible for the success of hundreds of implementations worldwide.

Balanced Business, Industry, Product, and Technical Expertise

When we assign resources to your project, we match you with the analyst(s) on our team best suited to your industry, use case, implementation complexity, and communication preferences. Their knowledge is augmented by technical and functional experts when necessary.

Pre-Defined Project Governance Roles

Encore considers the reporting relationships, project roles, and individual responsibilities that are necessary for project success. Our project governance framework consists of executive sponsors from both teams; joint steering committees; your internal system champions and subject matter experts; and Encore’s Solution Architects, Business Analysts, and Technical Developers.

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Independent & Consistent Activity Streams

Some facets of your implementation must remain consistent throughout the entire process. For every distinct step in your ERP or CRM implementation, our methodology ensures that the following are executed in a consistent format:

  • Project Management & Communication
  • Documentation
  • Technical Frameworks
  • Data Migration
  • Change Management
  • Training & Knowledge Transfer

The intensity of these activity streams will scale up or down depending on your requirements and the complexity of your implementation.

Role-Based Training

We go beyond feature-function training by focusing on your users and a day in their life – and we conduct this training throughout the implementation process. We have found that this approach accelerates user adoption and empowers employees to be more productive right away: both critical factors to the long-term success of your investment.

Strategic & Detailed Project Estimation

Prior to kick-off, we sit down with your stakeholders to speak candidly about your business processes. This allows us to build the best roadmap to execute your vision. Encore takes a methodical approach to discovering the project’s scope of work, relying on our training and our learnings from more than 1100 other projects. We’ll establish the project’s metrics, challenges, success criteria, and define areas for process improvements.