Initiation and planning
Initiation checklist
As a Delivery Manager below points should be in place before you proceed to implementation:
Scope Defined (SOW with clear success metrics and acceptance criteria). At least for the first iteration
Solution design, High level project plan prepared based on #1
- High-level project plan example:

- Detailed Project plan (see the Project tracking section)
WorkFusion software installation including needed licenses, version and components required in #2
Implementation team assigned
On-boarding, access, permissions provisioned for the Project Team
Development environment prepared on team's laptops, including all the required software independent of the roles
External apps access provisioned, the third-party software installed
Key stakeholders from delivery, IT and business are identified and engaged
Communication and tracking tools defined
Constant management of test systems ensured (actual snapshots, test data replenishment)