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Project Management Case Studies

Michigan Electronic Grants System (MEGS)
Children’s Nutrition Application Project (CNAP)

 

Michigan Electronic Grants System (MEGS)

1. Project Information:
Project Dates: August 2000 – September 2003
Client: Michigan Department of Education
Project Value: $400,000+

2. Scope of Work:

The Michigan Department of Education (MDE) was seeking help planning for their Post Millennium Grants Application and Approval System. The mission was to study their needs and develop a detailed project plan that would specify the requirements needed to create an Internet-based (and LAN-based) grants application and approval system to make the MDE grants process easier for all parties involved. Applicant organizations include public school districts, public school academies, universities, non-profit organizations, as well as the MDE managers of the grant programs.

MDE needed to articulate the needs of multiple users, account for the differences in multiple constituency groups, and create design specifications that would lead to a robust grants application and approval system, designed to take full advantage of current technology. The Planning Specifications contractor would work as part of a team of MDE staff in order to produce the specifications that will lead to an Invitation to Bid.

Business Objectives

  • Perform Current Needs Assessment
  • Identify Critical Success Factors and Develop a Plan
  • Develop an Acquisition Strategy
  • Define System Requirements and Specifications
  • Facilitate Focus Groups
  • Prepare a Statement of Work
  • Review and Negotiate Bids from Contractors
  • Manage Project Communication and Change Management
  • Manage Vendor Relationships
  • Provide Quality Assurance throughout the Process

3. Project Approach:

Worked closely with the Office of Information Technology Services to develop plans (functional, technical and security requirement and work plans), requests for proposals, and processes to assure the quality and timely delivery of the system. The Rational Unified Process (RUP) was followed.

Conducted interviews with internal and external users and other stakeholders to define the vision and the scope of the system. Identified the features required and helped to prioritize their importance. Interviewed MDE Management and IT staff. Reviewed existing grant program processes and interviewed current users of MDE grant services (e.g., Intermediate School District staff).

A statement of work was developed along with specifications for an ITB.

Developed a work plan and budgets to procure, develop, implement, and support the system. Managed the implementation phase of MEGS on behalf of the Michigan Department of Education (MDE).

Provided statewide training for school district staff. Provided help desk support and worked with program offices and consultants to develop plans for migration to the eGrants system.

4. Vendor Activities:

A.J. Boggs met with MDE management and developed the system vision. Worked with SOM staff and other contractors to develop the specifications, use cases, and detailed system requirements. The eGrants planning led to the development of an IT Steering Committee within MDE. A.J. Boggs provided project management to facilitate the development of a comprehensive IT Strategic Plan for MDE; met with directors throughout the agency to identify needs and issues to be addressed; helped to define the agency vision and mission; completed a current situation assessment; facilitated meetings to review strategies, goals, and objectives; and revised and published the plan.

Tools Used for Project

Used RUP (Inception) templates, Rational Requisite Pro (use case & requirements management), and ER Win (Relational Database Designing).

5. Vendor Deliverables:

A.J. Boggs delivered:

  • MEGS Vision Document
  • MEGS Statements of Work
  • MEGS Security Specifications
  • MEGS Schedules, Work Plans, and Budgets
  • Meeting Minutes, Status Reports, Memorandum
  • Executive Briefings
  • Presentation Materials for Meetings and Conferences
  • Scope of Work / Requirements Documents
  • Training Materials
  • Help Desk Call Resolution
  • Risk Assessments and Mitigation Strategies
  • System Performance and Recommendations for Improvement Reports
  • Systems Test Results
  • Design Review Recommendations
  • Acceptance Testing Results
  • Vendor Assessments

Results:

Successful deployment of MEGS.

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Children’s Nutrition Application Project (CNAP)

1. Project Information:
Project Dates: March 2002 – September 2003
Client: Michigan Department of Education
Project Value: $120,000+

2. Scope of Work:

The Michigan Department of Education annually reimburses schools and childcare programs for over $200 million through State and USDA funded nutrition programs.

The Office of School Support Services contracted A.J. Boggs to provide project management services and quality assurance support for their child and adult nutrition application processes. The goal of the project was to develop the plans for the system, including the acquisition strategy.

Business Objectives

  • Perform Current Needs Assessment
  • Identify Critical Success Factors and Develop a Plan
  • Develop an Acquisition Strategy
  • Define System Requirements and Specifications
  • Prepare a Statement of Work
  • Review and Negotiate Bids from Contractors
  • Establish Quality Assurance Processes for the System Development Phase
  • Manage Development and Project Implementation

3. Project Approach:

The Rational Unified Process (RUP) was followed. A needs assessment was performed through reviews of IT systems, development processes, and system documentation. A.J. Boggs conducted interviews with internal and external users and other stakeholders to define the vision and the scope of the system. MDE staff were interviewed and focus groups met to discuss the system requirements. School district personnel and childcare center sponsors were also interviewed to identify their needs and concerns.

The system requirements were identified and the features prioritized by importance. A statement of work was developed along with requirement specifications, and work plans to develop and implement the system using existing contractors.

Used RUP (Inception) and ER Win (Relational Database Designing).

4. Vendor Activities:

Initially, A.J. Boggs identified some issues with requirements management. Met with MDE management and recommended using RUP and use cases to define the system requirements. Worked with SOM staff and other contractors to develop the specifications and acquisition plans. Delivered on time and under budget.

Tools Used for Project

Used RUP (Inception) templates and ER Win (Relational Database Designing).

5. Vendor Deliverables:

A.J. Boggs delivered:

  • CNAP Vision Document
  • CNAP Statement of Work
  • CNAP System Requirements Documents
  • System Development Schedule and Budget
  • Issues Tracking Process
  • Acquisition Strategy

Results:

Completed Requirements Phase
Successful Vendor Sourcing
Currently Managing the Development and Implementation Phases

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