Project management

Project Management practices begin during the Sales Phase and become a thread that runs through the entire project — from initial estimating, scoping, and planning to final deployment and post-implementation support.

Kinetic Data's project methods incorporate industry best practices to deliver high-quality software implementations. In our experience, a well-documented and defined Delivery Process helps consistently execute the project lifecycle, including:

• Tasks to work on and complete

• Deliverables to generate and review

• Assigned resources and due dates

• Milestones, feedback, and approvals

Methodology

Delivery projects can be complex and dynamic, requiring a flexible approach to project management and delivery. While Waterfall and Agile methodologies have strengths and weaknesses, a hybrid approach that pulls the best of both can provide a more effective framework for managing implementation projects. Kinetic Data follows a hybrid project management methodology that combines the structured and linear approach of Waterfall with the iterative and adaptive approach of Agile. This approach enables us to deliver high-quality software implementations while accommodating changing requirements and priorities throughout the project lifecycle.

The following Phases are repeated across all Kinetic Data projects, tools, and documentation:

• Sales — The phase of the project where the customer signs off on their Contract

• Initiation — Internal preparation for the project and customer kickoff

• Planning — Working with the customer to document requirements and create assets

• Execution — Development of the designs and scope outlined in Planning

• Validation — Quality assurance and User Acceptance Testing

• Completion — Production launch and customer training

• Hypercare — Warranty window with defect resolution

• Backlog — Out-of-scope support tasks, T&M items, or retained services

Roles and responsibilities

The success of a Delivery project depends on the collective effort of a skilled and dedicated team. Each team member has unique expertise and responsibilities crucial to project success. This matrix outlines how the Delivery Team works together toward a common goal.

SALES AND LEADERSHIP	Identifies new business opportunities Develops and maintains relationships with customers Provide leadership and direction to the Delivery Team Ensures projects align with overall strategy and goals
PROJECT MANAGER	Main project point of contact between the customer and Delivery Team Manages project scope, budget, and timeline Identifies and mitigates project risks and issues Ensures that the project meets quality standards Works with Delivery Team to update project tools
PROJECT MANAGER	Main project point of contact between the customer and Delivery Team Manages project scope, budget, and timeline Identifies and mitigates project risks and issues Ensures that the project meets quality standards Works with Delivery Team to update project tools
SUPPORT ENGINEER	Assist customers with installing and upgrading our platform Ensure platform performance meets client needs Manage containerized applications and databases Collaborate with technical teams for successful deployments Test and verify platform stability and compatibility
PLATFORM CONSULTANT	Supports the Lead Consultant on project execution Collaborates to identify customer needs and propose solutions Updates project documentation and deliverables
ENGINEER	Develops and maintains the Kinetic Data Platform codebase Identifies and resolves technical issues with the product Assists in Delivery when required
UX/UI DESIGNER	Defines and designs the user interface for the project Collaborates with the Deliver Team to create project deliverables
CUSTOMER SUCCESS	Develops and maintains relationships with the customer Focused on ensuring customer satisfaction and adoption Communicates progress and value to executive stakeholders Identifies areas for improvement and makes recommendations Monitors and report on customer usage and feedback Identifies new use cases for additional revenue Assists in developing change management plans with customer Internally escalates customer concerns or frustrations
CLIENT SERVICES OPERATIONS	Manages the Delivery Team processes Develops and updates project templates and tools Verifies that the Delivery Team follows established processes Sets up the project structure Manages billing and invoicing

Timely expectations

To ensure clear communication and consistent execution of tasks and activities, Kinetic Data has developed a set of best practices for our Delivery Team members to follow during projects. The table below outlines our team's daily, weekly, and periodic expectations. It is important to regularly update and perform these tasks to maintain transparency and visibility for internal and external stakeholders.

DAILY	WEEKLY	AS NEEDED
Triage emails General team comms Virtual standups Update tasks and status Track time in Harvest Address urgent needs High-level board review	Groom project boards Sprint planning Calendar management Communicate progress Triage issues and risk Update documentation Review budget Send status updates	Update timelines Project standups Customer demos Training Estimation Manage approvals Project retrospective