project scope

Project Scope – Customer needs to be shown the right path

One of the project managers of an ERP implementation company got himself into a tight corner. He found himself in a tough situation where an already ‘mutually sealed’ project scope asked for one or two new requirements (or changes in the existing functionality) from the client everyday while implementation. The broadly agreed upon requirements within the earmarked project modules came out with some changes here and there, some new add-ons. Customer is not ready to accept ‘no’ to any of the requirement since they have a mindset that they have ordered for a big project and are investing a large amount of money in it. The customer keeps on pushing for all their ‘now invented’ requirements to be mapped in the existing ‘project scope’. This seems to be a never ending story. The project manager is tightlipped to start a new module since the running one is not ‘done’ so far. And he also can’t say NO and mark any requirement as ‘out of scope’ since he does not want to annoy the customer and wants the project to be a success.

What should be done in this sort of scenario?

The project manager privately updated me about the situation and asked for my help to get him out of this situation. I told him if he carries out in the way he is – he will never be able to finish his project.

I advised him to have an emergency meeting with his client and share his pain with them. Make them clear that you are not saying No to their requirements but there is a need of a boundary line drawn with mutual understanding. Cater to so far documented requirements as phase I. Finish it off. Get it signed off. Whatever new requirement or changes come from the customer – document it, analyze it. Any requirement that is asking for more than 4 hours of efforts, put it in phase II of the project. As soon as you finish off the phase I, finish off Phase II, sign off. And so on.

How to manage Change Management – in terms of scope of the project

Scope defined and decided upon initially by vendor and customer mutually has a large impact on timeline, progress and success of a project. A change in scope at a later stage may call for a big impact on project schedule and progress. Let us see the roles of vendor and customer respectively in this aspect of project.

Vendor - Project Manager has to ensure that the scope of project defined in the Business Study Document has to be adhered to. Any change in the scope (increase or decrease) has to be escalated to both the managements and the project plan has to be re-designed thereupon.

Customer - The management and project manager has to ensure that they define the Right scope for the project (number of locations, pilot site etc.), also understand that any change in scope will adversely effect the project plan and hence seeks redefinition. The pilot site chosen should be the best possible site in terms of testing the software completely and rigorously.