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Revision History
1.1 18 Sep 08 Prakhar kumar Modified DAR Plan; modified PQA in sec 6.4
2.0 17-Dec-2008 Santosh V Pujer New PMP as per OMS 6.6.1 Version
Reviewed By:
Date:
Approved By:
Date:
Table of Contents
1 Introduction ....................................................................................................................................... 7
1.1 Project Identification ................................................................................................................. 7
1.2 Project Summary ...................................................................................................................... 7
1.3 Project Objectives .................................................................................................................... 7
1.3.1 Customer Objectives .................................................................................................. 7
1.3.2 Internal Objectives ...................................................................................................... 7
1.4 Planning Scope ........................................................................................................................ 8
1.5 Acceptance Criteria .................................................................................................................. 8
1.6 Estimation ................................................................................................................................. 8
1.6.1 Overall Project Estimation: ......................................................................................... 8
1.6.2 Estimation of Work Products/Deliverables/Tasks: ..................................................... 9
2 Abbreviations and Definitions ....................................................................................................... 11
3 Project Deliverable ......................................................................................................................... 13
3.1 External .................................................................................................................................. 13
3.2 Internal ................................................................................................................................... 13
4 Project Receivable .......................................................................................................................... 15
5 Customer Supplied Hardware / Software Products .................................................................... 16
6 HCL Project Team ........................................................................................................................... 17
6.1 Technical Team ...................................................................................................................... 17
6.2 Off-shore Services Team ....................................................................................................... 21
6.3 Project Organization Structure ............................................................................................... 22
6.4 Customer organization ........................................................................................................... 22
7 Project Execution Methodology .................................................................................................... 24
7.1 Project Specific Process ........................................................................................................ 24
7.1.1 Process Model .......................................................................................................... 24
7.1.2 Process Deviations ................................................................................................... 25
7.1.3 Process Tailoring ...................................................................................................... 28
7.1.4 Alternate Practices ................................................................................................... 28
7.2 Project Work Environment ..................................................................................................... 28
7.3 Dependencies, Assumptions and Constraints ....................................................................... 29
7.3.1 Dependencies .......................................................................................................... 29
7.3.2 Assumptions ............................................................................................................. 29
7.3.3 Constraints ............................................................................................................... 30
7.4 Risk Management .................................................................................................................. 30
8 Critical Path Activities .................................................................................................................... 32
1 Introduction
1.1 Project Identification
Bergstrom is looking out for engineering and software development support presently.
They are planning to utilize HCLT Capabilities in the areas of Mechanical CAD- Modeling and
Drafting, Concept Design, Thermal & FEA analysis, reliability, Electrical & Software
development.
For more detail information refer the MSA in the C081358_Bergstrom Inc_S folder.
1.6 Estimation
Estimation will be done for the each work packet by Work Breakdown Structure (WBS)
methodology and same will be tracked through PM Smart & PM workbook. Project uses
customized template for estimation approved by SM.
If the size of the PCN/PCR task is less than or equal to 9 Hrs, estimation will not be done thru
the Estimation Template. This will be delivered directly once the task is completed.
Size NA NA NA
Effort NA NA NA
Cost / Budget NA NA NA
Since this is a T & M project , project estimation will be done by PCN wise using Estimation
Template.
Abbreviation/Definitions Description
QA Quality Analyst
CC Configuration Controller
SM Senior Manager
PM Project Manager
PL Project Leader
TL Team Leader
TM Team Member
CS Common Space
DRG Drawing
ASSY Assembly
PRT Part
DU Delivery Unit
SRS
Software Requirements Specification
OC Onsite Coordinator
DE Design Engineer
WP Work product
3 Project Deliverable
3.1 External
3.2 Internal
E-Mail / Completeness
Every Update in and clarity of
3. SMR & MOM NA PM/PL
month project information to
folder be conveyed
Training Completeness
materials/Domain Need and clarity of
7. NA arKMedes Team Members
specific artifacts Basis information to
be conveyed
4 Project Receivable
Work Email/Project
1 NA Open PL/TL
Instructions Link
Please refer PMWB, CCWB & Customer Supplied Material Log for tracking related information.
Status
Item Item Qty. Date
SN Available / Not Remarks
Name Description /Size Received
Available
Refer CC work book and Customer Supplied Material Log for details if anything is received from
customer
CC Activities:
Assist in preparation of CM plan gurdeepbhoda
Gurdeep for their respective projects
6 Singh CC y@hcl.in 7914 Offshore
Bhoday Identify and manage Configurable
items
Responsible for status accounting
For other
team Carry out the assigned
member responsibilities
8
please Team Any other responsibilities defined -
Refer PM
Offshore
refer Member in ISMS Workbook
PMWB
Staffing
sheet
For latest Staff information please refer PMWB Staffing Sheet.
Technical Team information with defined Roles & Responsibilities are available in the Staffing Sheet of PMWB
Gen. Nagaraja
Administration
Nagaraja.Sharma@hcl.in 66267000
Sharma
Team Members
Refer PMWB staffing sheet for project team details & for roles refer Sec 6.1
Are any
• CAD platform is chosen based on client requirements corrections
• Startup / Environment file is setup as per client requirement required YES
• 3D models are generated they may contain parts,
3D - 3D sub-assemblies, top level assemblies etc..
Conversion • Checklist & guidelines are followed based on CAD platform.
NO
• There are 2 ways for converting 3D data to 3D data
Import the existing 3d data in suitable format.
Create 3D drawing from that drawing.
• Checklist & guidelines are followed based on CAD platform.
END
PROJECT LIFE CYCLE FOR DESIGN SUPPORT & PARTIAL DEVELOPMENT PROJECTS
START A
INPUTS DO SELF
REVIEW
COMPREHEND
THE WORK
CONTENT ANY YES
FIX THE
ERRORS
ERRORS
FOUND?
CLARIFICA YES
-TION RAISE CCR NO
REQD? FINAL QC
NO
DOWNLOAD REF
ASY & DRGS ANY YES
FROM EDIS & CS ERRORS
FOUND?
DEVELOP NEW
CONCEPTS
NO
BASED ON
INPUTS CHECK-IN THE
FINAL PART & DO THE
WORK ON NEW DRG INTO THE CS NECESSARY
ALTERNATE FOR CLIENT’S CHANGES
CONCEPTS REVIEW
CHECK IF THE
CONCEPTS NO
ARE OK WITH
THE CLIENT?
ANY YES
CHANGES
REQD?
YES
DEVELOP THE FINAL
CONCEPT INTO NO
MANUFACTURABLE
PARTS ASSY & DRGS. END
Bergstrom Engineer
Prepares PCN/ PCR
Sheet
HCL ODC needs to release All released files to
drawings/ models in Wind-chill be maintained in the
and to be approved by the release folder by the
PCN/ PCR Sheet and Markup concerned Engineer onsite Coordinator
is Completed and Bergstrom
Engineer to complete
the PCN/ PCR
formalities
Details will be send to HCL Send for approval.
onsite Coordinator Bergstrom Engineer
completes the Check
Sheet and send’s to
Database Admin
PCN/ PCR
completed
Are Inputs NO YES
OK?
YES Is the
delivery
HCL ODC completes the work without
and send it back to onsite Errors?
Coordinator
NO
NO
DPAWB - Since the OMS DPAWB was not capturing enough information related to the defects.
The new DPAWB has been tailored to meet the requirements.
Testing
NA
Environment
Deployment
NA
Environment
Development Mention the brief about the technology adopted, which may include Client server,
methodology web technology, ASIC etc
Technology / Mention the information pertaining to language being used in the project
Languages
Others
NA
7.3.1 Dependencies
Timely receipt of input data & Clarifications
Wind-chill access to the Client Server
EPR and JD Edwards access to Client Access
Windchill access
Back up resources for handing multiple CAD tools
7.3.2 Assumptions
Bergstrom management would nominate steering committee/key stakeholders to be a
part of the interactions with senior management of HCLT. This would ensure
management commitment from both sides and would aid in smoother execution of the
projects
Bergstrom would also nominate an overall program manager who would monitor the
progress of the entire program. The Bergstrom Program manager would work very
closely with the HCLT Program Manager through the engagement. Program Manager
will actively take part in project reviews, monthly operations meetings, loading of
resources, metrics etc.
All quality requirements and parameters for measuring quality will be agreed upon
before the execution of the project (as in section 14). HCLT will make the changes within
a mutually agreed time frame and customize its templates, forms etc to suit the needs of
Bergstrom.
Bergstrom will train HCLT employees on all the Bergstrom customized applications &
programs. HCLT strongly believes in providing qualified resources to shorten the
learning curve and to begin the engagement in an environment of process
understanding and compliance of Bergstrom processes
Bergstrom shall respond within 2 business days for any issues/queries raised by HCLT
related to the project
For all deliverables, Bergstrom has to give the comments/feedback within 7 business days. If no
comments were received in the specified time, HCLT would assume that the deliveries are
acceptable to Bergstrom.
7.3.3 Constraints
Lack of product knowledge will lead to more clarifications from client.
Due to time gap the clarification resolution time will be more.
No Direct communication from client engineers to the team in initial stages may lead to
issues and delay in deliveries.
Risk
Identification done at beginning of each project
Identification/Re-
/ Reassessment planned every quarter/ phase PL/TL
assessment end / event driven.
Frequency
Risk Monitoring
Monthly/Event driven PL/TL
Frequency
Any
deviation
Product QA
of points
or Peer QC is
apart
the sign off
from
Product points. In
All drawings checklist
QC case
should be and client
checklist unavailability
Quality thoroughly standard
and of both, NA NA NA
Check checked s will be
Customer senior team
before intimated
supplied member or
delivery to onsite
Standards onsite co-
coordinat
ordinator will
or before
carry out the
the day
QC
of
delivery
Escalatio PM/PL/
DAR
n to client TL will
(Weighted
from Any of the review
Average
Finalizing the onsite Senior team and This is
Method or Existing
Concept best concept coordinat member from Onsite applicabl
Pugh tool and
design during the or when other group co- e for
matrix) will resource
support design the (HVAC ordinat design
be used to s are
Activity support design group) can or will projects
arrive at sufficient
project faces any be arranged take only
best
issue on need base approv
possible
within al from
solution
one day Client
Customer requirements,
complaints & dependencies
Status tracking – Plan Vs
Actual (Effort, Schedule)
Project Risk elements,
Technical issues and Face to
queries, face
meeting /
Internal Project Review PL,TL,TM Critical resources tracking Bi-Weekly /
Telecon /
Meeting &PQA Event driven
Project support issues (PQA Video
issues, CM Issues), Conference/
others
Inter group commitments
(Training, Recruitment,
Admin, IT Services)
Other issues & concerns
Review of earlier MOM
SM, PM &
Personal / On need
Top Management other invited As per the need
Audio basis
participants
Client, SM, PL
Joint Reviews with On need
(DUH, SDUH Project status Audio
Client basis
are optional)
Item Remarks
Total revenue, resource cost, bench resources cost, Refer project profitability report in CORPMIS (which
project expenses, travel expenses, Gross margin, can be accessible by PM & above) which will be
discussed and monitored in monthly delivery unit
Item Remarks
net margin…etc will be tracked in CORPMIS. review meeting
Project Management Plan Update during Phase end & Event driven
Every phase-end
Size, Effort, Schedule, Size re-estimation Whenever CR received
Whenever scope changes
Inter group issues Team Inter Group/ Within 1 Weeks Based on requirement
(Training, IT Services, Members/ Project raise a SSD to
Admin and HR) Project Lead Manager/ concern dept to get it
Senior resolved
Manager
Technical Issues in Project Project Lead Project Immediate Inform client and
Manager/ senior management
Bergstrom about the Issue and
arrange for a review
meeting to resolve the
issues
Type
Knowledge
(Generated by Potential
Artifacts / Source / Target
Phase Project / Responsibility Benefits to
Reusable Repository
Utilized by Project
Components
Project)
Improved
Utilized by the
All Domain Knowledge arKMedes Project Team Domain
Project
Knowledge
Design / Modeling /
Generated by arKMedes /
Design Detailing PM / PL Skill update
the Project Project Folder
Techniques
Utilized or
White Papers / Knowledge
All Generated by arKMedes Project Team
Case Studies update
the Project
arKMedes will be used in a limited way for this project. The tools and techniques are very
specific to CAD / CAE and very unlikely to be used in other customer projects. Hence all
artifacts will be maintained in our project folders which can be provided to other projects on a
need basis. Also the project artifacts are maintained in HCLT server. arKMedes will be used
for Best Practices and learning’s at Phase ends.
12.5 Others
N/A
13 Resource Plan
13.1 Skill Set Required
The latest team size will be maintained in PMWB – Staffing Sheet.
Skill Required Years of Number of Number of Skill Gap (if Remarks
Experience persons persons any)
Required Available
Project Manager-
B.E/M.E with
Project 10+ 1 1 NA Available
management
Exp in CAD/CAE
Project Leader
B.E/DME with
min HVAC 7+ 2 2 NA Available
domain & Pro-
e exp
Team Leader-
B.E/DME with
4+ 1 1 NA Available
HVAC domain &
Pro-e exp
Team Member-
Pro/E- B.E/DME
1+ 6 6 NA Available
with basic Pro-e
knowledge
13.3.1 Deployment
Refer Z:\C081358_Bergstrom Inc_S\Workbooks\ PMWB
13.3.2 Distribution
N/A Based on the customer priorities and workload
NA
14 Recruitment Plan
SN Required Skills Desired Skills Number of Recruitment Needed on or before
Resources Plan
15 IT Services Requirements
15.1 Hardware Resources
Intel(R), Requiremen
Xeon® CPU t changes
according to
1. Workstation 2.00GHz, DELL 5 21-Apr-08 Available HCLT Yes
the changes
4.00 GB of to the team
RAM size
HP LJ
3. Printer Laser A3/ A4 1 21-Apr-08 Available HCLT Yes
9040
Wildfire 21-Apr-
1 Pro/E PTC 5 Available HCLT Yes
2.0 08
MS
2 2007 MS 2 21--08 Available HCLT Yes
office
Requirement
MS 21-Apr-
3 2003 MS 3 Available HCLT Yes changes
office 08
according to
the changes
Windows 21-Apr-
4 XP-SP2 MS 5 Available HCLT Yes to the team
OS 08
size
PDF Acrobat 21-Apr-
5 Adobe 2 Available HCLT Yes
Reader 5.0 08
Auto 21-Apr-
7 2006 Autodesk 1 Available HCLT Yes
CAD 09
Central File
Server
(for Project 10.117.129.11\esg-
21- Apr- For Project
1. Storage & sbu8\Auto&Engg\C081358_Bergstrom Available Yes
08 Storage
common Inc\
Intralink
Configurations)
Dedicated
connectivity
LAN 21- Apr- between
2. VPN Available Yes
Requirements 08 EC and
Client
facility
WAN
3.
Requirements
NA NA NA NA NA
Setting up
the
dedicated
Subnet Setting up the dedicated connectivity 21- Apr- connectivity
4. Available Yes
requirements for the servers sent by client 08 for the
servers
sent by
clients
15.5 Others
There is a dedicated VPN link between HCLT and Bergstrom to connect the remote servers.
Two Replica servers (INWCREPLICATION and INVMHOST1) are kept in HCL facility Data
center at Surya Sapphire and connect through the VPN link. The firewall configuration provides
the ODC direct connectivity to the Bergstrom Data Servers. Only user authorized by Bergstrom
can access the database.
16 QA Plan
16.1 Processes and Work Products Identification
For Development / Maintenance / Re-Engineering projects
For small task based assignments
1
Phases / Processes Work Products Process / WP Audits Toll Gate (TG)*?
2
(Yes/No)
Pro-E task/ Detailed 3D Models and Work product Check list, Yes
Design Drawings WP audit
* A Toll gate means that the audits for that phase / work products will have an exit criteria, which
if not met, the delivery will not be allowed to go into the next phase.
Work Product As and when the work product is ready Project Plan
1
The list of phases/ processes can be customized based on project scope and requirements
2
Toll Gate can be customized based on project scope and requirements
Closure audit After the project retrospection meeting All project closure activities
CAD models / Product Quality 100% Defect free All the drawings/models
Drawings / checking Completeness models/ drawings needs to be subjected
Analysis to Quality check
Reports
Start up Audit and ensure the startup/Initiation 85% of items in the Project Initiation check
audit activities have been done as per OMS list pass.
defined process.
Proposal exists and is reviewed by the SPM.
Project plan exists.
In- Ensure the project execution is strictly Minimum Project Compliance Index (PCI) of
process adhered to the OMS Processes and plan. 90%.
audit
Closure Ensure the project deliverables have been 100% Compliance to the OMS project
Audit deployed to the customer with intended closure process and Project closure audit
quality. checklist shall be used.
Complete review
ness
Intermediate
Client
Deliverables Correctn
requiremen
of Design ess and Online
2 Reviews ts will be TM PL PL
Support and Complete review
cross
Partial ness
verified
development
Validation Responsibility
Type (Onsite
reviews with Objective of Validation Acceptance
SN Deliverable
Client / Validation Criteria Criteria Performed
Prototypes / Sign-off
by
UAT / SIT)
NA (Not in scope)
NA NA NA NA NA
1 Virtual All data will be consolidated for a period of 6 months and then the
Closure/Phase virtual closure would be planned. Based upon the Retrospection
End Review report and the virtual closure meeting, Retrospection MOM would be
prepared accordingly.
Detailed schedule will be available in PMWB Planning sheet
2. Closure Project closure will have to be done as per the customer intimation
and Project acceptance from the customer will be ensured before
the closure.
17 Quantitative Plan
17.1 Project Quality Goals and Threshold Values
Refer “Planning and DP Goals” sheet in DPAWB and ’Metrics Planning & Tracking’ Sheet of
PMWB for core metrics and project specific metrics. For additional project specific metrics
please refer below
Priority (in
Required Project
Metric Unit Definition the order of USL LSL
measures Goal
preference)
Organizational goals
Project goals
(as per baseline)
Sub-Process Metric Remarks
Goal USL LSL Goal USL LSL
Schedule Time PMWB, WATS PQA/SM CAR process will SMR and
Variance periods(Plan Reviews be used as per Team meeting
& Actual) OMS
Effort Variance Effort PMWB, WATS PQA Reviews CAR process will SMR and
Spend(Plan be used as per Team meeting
& Actual) OMS
DRE Number of DPAWB, WATS PQA Reviews CAR process will SMR and
Defects and DPA be used as per Team meeting
(Internal & meeting. OMS
External)
PCI KPA LEAP Tool and SMR and CAR process will SMR and
compliance PCI Issue Team be used as per Team meeting
score tracker sheet meeting OMS
17.6.1 General:
The internal review defects will be entered in the review checklist by the product QC and the
same will be captured through the respective PM Smart for each drawing and through DPA
workbook on consolidated packet basis. The customer reported or external errors will also be
captured in the same manner. From the checklist, the frequently occurring mistakes and defects
will be discussed and analyzed in the team meetings.
Prioritized defect types & causes will be identified along with its prevention strategies as part of
planning phase and they are revisited and re-set on periodical basis to ensure the effectiveness.
The DPA (Defect Prevention Analyst) will be identified from the project team to take care of DP
activities and CAR (Causal Analysis and Resolution) meetings. The DPA will be responsible for,
Ensuring the data collection at various phases of the project.
Organizing the CAR meetings at pre-defined intervals.
Assisting the brainstorming sessions during CAR meetings to identify the causes of defects.
Assisting the brainstorming sessions during CAR meetings to identify the corrective and
preventive actions for the identified causes and recording them for implementation.
Helping the project manager and the project team to implement the recorded corrective and
preventive actions and verifying the effectiveness of the same.
Interacting with the Defect Prevention Council for identifying the organization wide corrective
and preventive actions.
17.6.2 Defect prevention goals & Strategy
This section identifies the prioritized defect types based on the organizational need and
statistical limits based on the data from similar projects executed in the past and the
organization DP report. Project goals are identified for each of the type of defect along with its
prevention strategy.
3
Defect Defect Type Project Goals
Category Phase/
Anticipated Goal USL LSL Prevention
(Org / Work
defects Strategies
Project Product
Specific)
Design Design 2/ 4/ 0/ Final Product
Errors Errors Dwg Dwg Dwg QC is done by
Modeling Modeling 2 4/ 0/ the PL/TL or
Errors Errors /Model Model Model Senior Team
Project Work 1/ 2/ 0/ Member to
Material Material
Specific Product Dwg Dwg Dwg prevent any
2/ 4/ 0/ slippage in the
Standards Standards
Dwg Dwg Dwg client quality
Dimensional Dimensional 1/ 2/ 0/ requirements
Errors Errors Dwg Dwg Dwg
3
The Project Team may mentioned the defect type as applicable to their project.
3
Defect Defect Type Project Goals
Category Phase/
Anticipated Goal USL LSL Prevention
(Org / Work
defects Strategies
Project Product
Specific)
2/ 4/ 0/
Units Units
Dwg Dwg Dwg
1/ 2/ 0/
Views Views
Dwg Dwg Dwg
2/ 4/ 0/
Text Errors Text Errors
Dwg Dwg Dwg
1/ 2/ 0/
Template Template
Dwg Dwg Dwg
Defect data collected in respective work allocation sheet as and when the internal
review defects and external defects are identified through internal QC reviews and
client interactions respectively.
The defect data from work allocation sheets will be analyzed on bi-weekly team
meetings on a need basis and it will be updated based on the inputs from the team
members.
The defects are consolidated based on its type and cause and recorded in DPA
Workbook for every work packet.
The defect data thus consolidated are analyzed during Causal Analysis and
Resolution (CAR) meeting on a need basis or as part of phase end reviews.
The DP strategies are revisited based on the performance and they are re-set and
actions are recorded in CAR form for further tracking.
The best practices / learning for DP implementation will be recorded in project
retrospection report.
18 Stakeholders Plan
Stakeholder Phase / Stakeholder’s Project Organization’s SLA (if any)
Activity to be responsibility responsibility
involved in
10 PCN / PCR Cxxxxx and Xyyyyy On receipt from customer As per the
naming
convention
form
customer
PMP Bergstrom_Cxxxxxx_P
MP_x x.x
Proposal Proposal_Bergstrom-
Vx x-ddmmmyy
C081358_SM
SM Review MOM
Review_MOM
C081358_
Retrospection Report
Phase End Review MOM
and MOM template-dd
mmmyy
C072683_Kickoff_MO
Project Kick Off MOM
M
C081358-
Conf. Audit Checklist
Conf_AuditChecklist
QAWB C081358_QA_workboo
k
PMWB C081358_PMWB-Task
Based
DPWB C081358_DPA
workbook
CCWB C081358_CC
Workbook
C081358-Metrics
Metrics Review Checklist Review
Checklist_mmmyy
C081358-Risk
Risk Identification Tool
Identification
C081358_BERGSTRO
DPA Meeting MOM
M_DPA_ddmmmyy
C081358_Deviation
Deviation Request
Request- DPAWB
C018358_
Retrospection Report
Retrospection MOM
and MOM template-
ddmmmyy
C018358_
Retrospection Report
Retrospection Report
and MOM template-
ddmmmyy
work products will be named according to the client standards and will be kept in the relevant customer
supplied folder.
Project 4
Directory Location Purpose Permissions
Members
4
R - Read, W-Write, RW - Read/Write
Technical Documents
Project Soft High
2 (Requirements, Design C0xxxxx_S folder PL / CC
Specs, Delivery Notes, Delivery Copy (CIA=113)
Standards, Checklists)
Planning of
project wrt Soft Medium
3 Project Plans C0xxxxx_S folder PM / PL
various Copy (CIA=222)
parameters
Knowledge
ark Medes – Team HVAC Cop
Manage Soft Copy
HVAC CoP Members members
Documents
23 References
SN Document Name Doc. Id. Repository