Successful projects need to be designed, developed, and delivered on time, on budget, and on scope. A project methodology needs to be followed to avoid failure. A project methodology is a critical success factor to any significant
project and is a core competency of Essent.
To ensure success Essent has developed a coherent project management methodology and software development lifecycle (SDLC) protocol called EPIC: The Essent Project Implementation Cycle. EPIC™ is a proven, disciplined approach to
software development that controls the process to assure success for current technologies and business goals. All Essent projects are guided by EPIC, a mature protocol for developing and implementing projects in well-defined stages. The
purpose of developing in stages is to achieve a high degree of control throughout the project's developmental period, prevent potential project mismanagement to which any project can fall prey, and gain the trust of the project
participants. The Essent developmental techniques, used to create successful solutions, are based upon over twenty years of experience gained from working with organizations.
Traditional approaches to software development are based on the popular Waterfall and Spiral models, which fail to meet the needs of modern business. EPIC combines the strengths of these two models -- providing the benefits of
milestone-based planning (Waterfall) and the flexibility of the iterative software development process (Spiral) – and extends it with prototyping and frequent project team meetings.
Essent Project Implementation Cycle
EPIC consists of project phases. Each phase corresponds to a set of tasks, development time, delivery date, instructions, and assignments. EPIC is organized into 7 major phases:
1.1 Assess Goals
1.2 Perform a Needs Assessment
1.3 Assess the Business Process Definition
1.4 Generate Analysis Proposal
1.2 Participate in Needs Assessment
1.4 Review Analysis Proposal
2.1 Produce Agreement
2.2 Form Project Team
2.3 Sign Agreement
2.4 Meet for Project Kickoff
2.1 Accept Agreement
3.1 Analyze Goals
3.2 Perform a Needs Analysis
3.3 Analyze the Business Process Workflow
3.4 Perform Gap/Fit Analysis
3.5 Deliver Business Process Definitions
3.6 Generate Project Proposal
3.2 Participate in Needs Analysis
3.3 Map the Business Process Workflow
3.4 Participate in Gap/Fit Analysis
3.5 Receive Business Process Definitions
3.6 Review Project Proposal
4.1 Design System based on Functional Specifications
4.2 Define Project Timeline
4.3 Schedule Project
4.4 Generate Work Statement
4.5 Sign Work Statement
4.1 Participate in Business Process Definition Interviews
4.2 Perform Gap/Fit Analysis
4.3 Approve Functional Specifications
4.4 Approve Project Timeline
5.1 Complete the Work Statement
5.2 Perform Development Review
5.3 Meet with Team for Project Review
5.4 Perform Quality Assurance Alpha Testing
5.2 Meet with Team for Project Review
5.3 Perform Usability Testing
5.4 Perform Quality Assurance Beta Testing
6.1 Deliver Release Candidate of Project
6.2 Perform Delivery Services
6.3 Move Release Candidate to Production
6.1 Receive Beta Version of Project
6.2 Perform Release Candidate Testing
6.3 Validate Functionality and Automation Results
6.4 Accept Release Candidate
6.5 Sign-Off on Release Candidate
7.1 Resolve Issues
7.2 Deliver Updates
7.1 Document Issues
7.2 Communicate Issues
Note: Depending upon the distinctive features of the project, elements of the phases may change.
The Assessment phase is the period before entering into a formal agreement. From a top-level perspective, Essent and the customer explore the fit between Essent technology and the customer's goals, needs, and processes before
deciding whether to move forward.
The Agreement phase is the formal process of accepting the proposal, signing the project agreement, and meeting for the Project Kickoff. By this time all participants in the project will understand the process and their role and
responsibilities within it. The team will be established and will have an understanding of the complexities and dynamics of modern software development.
From the customer’s perspective, the Analysis phase consists of meetings, interviews, and questionnaires. During this phase Essent identifies the goals of the organization, performs a Needs Analysis to understand the
requirements of the organization, maps the business process workflow, identifies business areas that are affected, and crafts a proposed solution to the needs.
An Essent consultant will facilitate the analysis. Essent will work with the customer to define the project and ultimately reach agreement on the time, budget, and scope required to successfully complete the project.
During the Design phase of the project, 5 major documents are created:
The major responsibilities of the customer are to define the project team, then approve and signoff on the design documents.
Proper organization and staffing is critical to the success of any project, especially large-scale engineering projects. Large projects will be implemented in stages that have specific activities that must be performed at
specific times. Procedures must be developed for each stage, which must be communicated throughout the organization. The project implementation may happen over multiple months of the project year. The activities must be orchestrated so
users can anticipate the changes, plan for the additional short-term workload, and implement their procedural changes, and verify the results.
Organizationally, the customer needs to select a project team that is responsible for the project design, development, testing, implementation, and verification. These activities will not happen automatically and it cannot be
expected that the vendors will necessarily perform or even know to communicate them.
The project team needs individuals capable of understanding, following, and tolerating the project methodology. During every step of the process, the team will be required to make extremely detailed decisions regarding scope. Some
people relish the process; others abhor it. Ultimately the customer will be required to execute on the plan and run the system. It is critical to select a team with the talent and temperament for the process.
The project team should be staffed by:
The team, and the project as a whole, should be lead by the Project Champion. The champion is the most senior staff member available with the vision, desire, and authority to see the complicated progression to fruition.
The Functional Specifications defines in detail every feature that makes up the project scope. Every major element for every feature is listed and described. Through the Functional Specifications accurate development time can be
calculated and the remaining design documents can be produced.
The Project Timeline defines features and dependencies, when they need to be completed, developed, released, and tested. The Project Timeline does not define whom will develop nor when features will be started.
Based on the Project Timeline, the Project Schedule defines to whom features are assigned, when the features will be started and when they are expected to be completed.
The Work Statement is the formal definition of the project that – based on the Functional Specifications, Project Timeline, Project Schedule – defines the elements of the project, formally called Work Products. For each Work
Product, a description of the element, a start date, duration, end date, and delivery date will be defined. It is the master list of deliverables the definitively defines the scope of the project and is the single most important
document necessary to begin the Development phase of the project.
EPIC has three primary traits. It is phased, milestone driven, and iterative. Coupled with the Essent Development Framework and an industry standard computing platform based on Essent-approved technologies, Essent projects
embrace proven technologies, comply to coding standards, and facilitate resilient, modular systems that can be efficiently maintained, scaled, and enhanced over time.
The customer will work with systems architects to create a quality information system, software engineers to design the system components, programmers to build the system, and a project coordinator to manage the process. Throughout
the entire process, on a regular basis, the customer will be called upon to make myriad decisions that affect how users will work with the information system for years to come.
During the Development phase, the majority of the project activity will be performed by Essent. Essent will create the Work Products defined on the Work Statement, perform internal Development Reviews to assure the Work Statement is
being followed, meet with the team for Project Reviews that direct development, and perform Quality Assurance Testing on successive Alpha versions of incomplete features.
The customer is often responsible for a small segment of the Work Statement; these Work Products typically include Beta Testing, Usability Testing, and any company- or industry-specific content or formulas that are necessary for the
The Delivery phase is the formal process of handing over project elements defined in the Work Statement on or before their due date. Delivery includes the delivery of Beta software, feature-complete software that has been tested
in the lab, but not in the business environment. The customer formally receives the software and acknowledges delivery by signing a Delivery Conformation. During the Delivery phase, Essent will perform any Delivery Services, like
training, that are defined in the Work Statement. The customer performs beta testing, as defined in the Work Statement, validates the functionality, including the results of any calculations, and ultimately signs-off on the software as
a Release Candidate. After the Release Candidate Signoff, the software will be placed into production.
Essent is the leading provider of fully-integrated business management software solutions and services for process-intensive industries and the largest trading network for the promotional products industry. The Essent family of fully-integrated products and services combines best practices, business processes, software automation, and network communications to deliver unparalleled, unified business management solutions. Since 1980, Essent has offered the systems, service, software, and support critical to success in today's highly-competitive marketplace.