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MS Project Online Implementation Consultant

Job Title:

MS Project Online Implementation Consultant


Plainsboro, NJ


Information Technology


3 months

Job Description:

Client would like to implement a marketing operations project management solution.  The solution would be for approximately 20-25 users and would allow for project tracking, task tracking, file management, issue tracking, and reporting.

We have identified MS-Project Online as the chosen technology solution. We are requesting information for the effort of implementing and customizing the solution to match our specific needs.

We are requesting that this project be completed in three (3) phases.

·         PHASE I – identify/document strategy and design


·         PHASE II – implement templates, reports, dashboards, workflows, migrate data, generate documentation and train end users.


·         PHASE III – identify/identify enhancement opportunities, implement editorial calendar and implement enhancement requests.


While the overall project is broken into 3 “phases”, we would like to approach this project with an eye toward some of the phases overlapping.  As an example Phase I does not have to be completed before starting Phase II activities.


Implementation Strategy Design & Documentation


·         Administration & User Access Strategy/Design – Identify and document user types (Administrator, Digital Marketing Manager, Vendor..etc), core objectives for each user type, and identify appropriate access control settings for each user type.


·         Identify Data Hierarchy and Relationships – Identify and document how information stored and associated with projects.  Ex. Some data is tied directly to a project and some information is shared in a common repository (Ex. Documents )


·         Design Project Creation Templates for ten (10) types of projects – Design project templates including meta data tagging for Traditional Projects, Operational Change Requests, and Production issues/investigations/monitoring.


·         Design Dashboards – Design up to 5 variants on dashboards with up to 10 dashboard components to support various user types within the firm.


·         Design Reports - Design up to 10 specific reports to support various user types


·         Document Work Metric Approach – Identify key metrics to be tracked and monitored;  (ex. Project Size, Complexity, Number of Production Items addressed..etc.)


·         Design and Document Workflows and Triggers – Identify overall workflow and notifications necessary to support Projects, Operation Change Requests and Production Item Requests.


·         Design Data Retention Policies – Design and document data retention strategy; including purging old project detail data and report filtering by year.


·         Design and Document Project Strategy – Including how projects are requested, setup, and shut down at the end.


·         Design and Implement View POC – Create a POC using the solution that shows how data can be filtered. Including by brand, work team and personalized views like “My Projects”, “My Items”, “My Team’s Items”, and “Senior Management Dashboards”.


·         Design and Implement Resource Utilization POC - Design and implement a POC to show how resource utilization can be implemented.  This should include creating a project from a template that has default resource allocations as well as the ability to generate reports showing status of assigned and unassigned tasks.


·         Design and Implement Editorial Calendar POC – Design project template for editorial calendar entries.  Show how tasks can be used to manage the various aspects of an editorial content item. Show an example of the editorial calendar reporting.


·         Design and Document Implementation Strategy – Identify configuration management strategy.  This will include how we beta test new features without deploying them to the “production” site and how new features/capabilities are deployed after they are approved.






·         Implement Project Templates - Implement project templates as defined in the “Implementation Strategy & Design Documentation” process. Including meta tagging for each project type and default tasks (this would be for Projects, Operation Change Requests and Production Items).


·         Create Data Views - Create views of data including - All Items, By Work Team, My Projects & “My Items”.


·         Implement Reports - Implement up to 10 specific reports to support various user types


·         Implement Dashboards - Implement up to 5 variants on dashboards with up to 10 dashboard components to support various user types


·         Create User Accounts - Create user accounts for up to 25 users or alternately implement Active Directory single sign-on with our active directory implementation.


Data Migration


·         Migrate Existing Solution Data - The migration of all current data from our SharePoint portal to the new platform as outlined in the “Implementation Strategy & Design Documentation”.  Including, but not limited to Project, Issues, Risks, Tactics, and Decisions.


·         Data Cleansing - Clean up and addition of metrics: delete data that is no longer needed and the addition of initial metric data.  The client team will perform any manual updating (i.e clean up) or addition of metrics as they know the data the best.




·         Training Sessions - Design and implement two, two hour training sessions onsite.  These sessions should be recorded for future consumption.


·         Document Project Template Process - Create a “cheat sheet” documentation for creating future project templates


·         Train the Trainer - Dedicate up to 16 hours effort in “train the trainer” efforts.


·         Produce Documentation - Create a user guide covering key topics including but not limited to; creating a project identifying project metadata and metrics, tracking project status during project execution, closing projects, and organizing project documents.




·         Document Phase II Feedback - Gather input on features released as well as identify requests for next iteration.


·         Implement Editorial Calendar - Build of HCP calendar feature based on Phase 1 POC


·         Resource Utilization Reporting - Build resource utilization reporting based upon Phase 1 POC


·         Implement Additional Reports and Dashboards - Continued build out of Reporting Dashboards & Detailed Manager level oversight of project status & resource utilization.


Job Requirements:

3 - 5 years of MS Project Online implementation experience

5 - 10 years of Project Management experience, including the implementation of PM tools - MS Project Online, others

Ability to advise client on best practices and how to best implement MS Project Online

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