The Desktop Transformation Assessment (DTA) forms an integral part of the overall Desktop Transformation Model (DTM) by providing clear guidance on how to turn “Wow” into “How.” During this series of blog posts, I’ve been discussing the seven key phases that make up the DTA. And in the last blog post of this series, it’s time to discuss the last step of the DTA:
- Define Business priorities
- Application Assessment
- User Segmentation
- Capabilities Assessment
- High-Level Design
- Desktop Transformation Roadmap
- High-Level Project Plan
Now that you’re almost ready to present your key findings to the project sponsor, you should map out a high-level project plan so that you’re prepared to discuss timescales and resource requirements. Make sure you keep it in perspective – you want to have a good overview put together, but I wouldn’t spend too much time mapping out your plan as you’re not going to have enough detail at this stage to be super accurate.
So what should you include? The High-Level Project Plan should bring the six previous phases together into a clear desktop transformation strategy. Treat each user group as a separate project and order them according to the priorities established during the roadmap stage of the project. This will help to ensure that the business receives the maximum value from their investment as soon as possible.
I like to create two different graphs to describe the proposed High-Level Project Plan. The first one provides a high-level overview that is useful for presentations and high-level discussions. The second is a standard gant chart that provides an additional level of detail which I find useful for justifying resource requirements. There is no hard and fast rule for estimating how long each phase will take as it all comes down to the complexity of the environment, skillset involved and the scale of the environment. I’ve provided samples of each chart below.
Once I’ve created my charts and feel happy with the estimates, I’ll run through them again and make a list of requirements that need to be in place for each key date. This is especially important in a big enterprise environment where the implementation of these activities can take a very long time. You’d be surprised how often projects get delayed because this key step has been missed. Watch out for the following five pre-requisites:
- Address the key risks identified during the Capabilities Assessment before the start of the build phase.
- Ensure that your hardware, networking, server virtualization, Active Directory (service accounts, policies, OU structure), database and storage requirements are in place before the start of the build phase.
- Licenses should ideally be purchased before the start of the build phase.
- Schedule training for the support staff before the start of the implementation phase.
- Many people under-estimate the time required to package applications. Make sure that you start this process early enough so that the applications can be fully verified during the test phase.
In my Desktop Transformation Assessment overview, I mentioned that there were four key questions that always get asked at the beginning of any transformation project. By following the guidelines outlined in this blog series you should now have a good understanding on what’s required to answer them. Here’s a recap:
- What do I need to do first? The High-Level Project Plan prioritizes the remediation of key risks identified during the Capabilities Assessment. It also uses the results from the Desktop Transformation Roadmap to prioritize the design, build and test phases for each user group identified.
- Will it work in my environment? The Capabilities Assessment reviews the existing environment to identify any gaps and risks, such as a lack of data center space, insufficient bandwidth or missing skill sets within the support team.
- How much will it cost? The overall cost can be calculated based on the remedial actions identified during the Capabilities Assessment, Infrastructure identified in the High-Level Design and resources requested in the High-Level Project Plan.
- How long will it take? The High-Level Project Plan will provide a time estimate for each user group by project phase.
