Managing Successful Software Implementation Projects Remotely - OneStream Software
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Managing Successful Software Implementation Projects Remotely

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The market disruption we are experiencing is a new challenge for most business models.  As work from home has become the norm we are often asked if a software implementation project can kick off or continue in a remote fashion.  The answer is an emphatic yes!  In fact, in the normal course of our business, some portion, and sometimes over half of OneStream project delivery is performed remotely.

Our practitioners and partners are very capable of managing corporate performance management (CPM) projects in a remote fashion.  These days you’ll hear the occasional barking dog or a stir-crazy family member in the background but with very few exceptions we are all accustomed to using online collaboration tools and many have whiteboarding capabilities besides the standard audio and video features. Whether on-site or remote, here are some keys to success for project leaders and team members that align with our Project Implementation Methodology (PRIME – figure 1).


In preparation for your project, plan to collect all the documentation that will be requested in a document request.  Things like:

Collecting and providing these items to the consulting team gives them a good starting point for online requirements sessions that can be facilitated remotely.  Leveraging templates such as Report Inventory, Rules/Calculation Matrix, Requirements Matrix, Source System Inventory, and User lists, will be essential to document the requirements in this phase, and allow for remote teams to review and collaborate effectively.

PRIME methodology

Figure 1 – OneStream PRIME Methodology


Our methodology includes design guides and questionnaires to guide the process to help ensure an orderly design process even in a remote environment.  Here are some things to consider to ensure design sessions are effective:


By the time you get to the build phase, depending on scope, you could be 2-6 weeks or more into the project and hopefully social distancing needs are starting to wane, but if not here are some things to think about during a remote build phase:


Test and Deploy

You should be consistently unit testing as you build, but also make sure that the project stakeholders (the user groups) are engaged periodically during the project, especially when a lot of the work is remote. Proper user testing will ensure better user adoption during deployment.

  • Plan your testing and use test scripts to facilitate.  Leverage templates to accelerate the process.
  • Include training videos embedded into your workflow process.  This XF MarketPlace solution is very effective in providing click by click instructions for the various processes your workflows.
  • Leverage the XF MarketPlace for End User Training.  These solutions providing a basic outline and templates for creating and instructing various End User topics.
  • Remember that when doing training remotely, plan for manageable sessions to keep the audience engaged.  Use live video for the instructor when you can to be most effective.

Project Management

Project Management Office

Last but not least, a Project Management Office (PMO) is always beneficial but having a quarterback managing the details to ensure remote project success is even more so.  While the consulting team is accustomed to managing a remote work experience, this might be new and strange for the customer members of the team.  Make sure you follow some of these best practices:

  • Daily stand up meetings.  Even if only for 5-10 minutes.
    • Make sure everyone knows what assignments they have and know how to accomplish them
    • If there are knowledge gaps to accomplish assignments, schedule sessions with the subject matter expert, whether that be the technical or process expert, so that the assignments can be accomplished according to plan.
  • Over communicate.  Working in silos could lead to problems later. This is even more critical in a remote environment.  Don’t take “yes” for an answer, ask them to elaborate until you are confident that the answer really is yes.
  • Plan the work, work the plan, and be flexible.  Working remotely can be done very effectively if you apply the above tactics to identify challenges and mitigate issues quickly.

Learn More

Our OneStream team is here to help you be successful.  100% customer success is in our DNA, the decades of collective experience delivering CPM projects is key to that.  We have your backs and we have our partners’ backs.  Let us know how we can help.  Visit our web site to learn more about OneStream’s implementation services, and our partner network.

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