Project Management Best Practices — Follow These Steps to Successfully Pitch and Plan Your Collaboration System Implementation

Axel Schreiber, Lotus consultant, ILS Consult GmbH

July, 2009


Learn how to properly plan a collaborative-environment implementation. Follow a real-world example of a recent IBM Lotus Sametime and IBM Lotus Quickr deployment, and find out how to prepare for pitch meetings and workshops that will lead to a smooth implementation and satisfied customers. Plus, download a sample workshop agenda and slides for a pitch meeting to a CEO about your plans.
If you fail to prepare, then you should prepare to fail. Often when implementing a collaboration environment, companies rush through the planning stage in order to get the new environment up and running as fast as possible. In the long run, however, this can take more time and cause far more frustration than simply developing a complete plan beforehand.
Based on my experience evaluating companies´ current needs, suggesting new products to help make their businesses more efficient, and implementing new environments, I´ve developed several tips for planning a new collaboration environment.
Preparation for a collaborative environment goes beyond simply running a few ideas by an IT manager and then designing the infrastructure. It should include an examination of the current environment and a company´s needs, preliminary pitch meetings to both IT managers and the CEO and a workshop for the staff that will be performing the technical implementation. All of this planning ensures that you understand your customer´s needs and that your customer understands all the features and capabilities that this new environment will bring.
To help illustrate my advice, I´ll provide a real-world example from a recent implementation I´m completing. By thoroughly planning ahead of time, the actual implementation has the best chance of developing smoothly and making the customers happy.

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