Project Planning Process

DigitalThinker uses the Structured Agile (Hybrid) Project Management Methodology. This is a combination of Waterfall for initial requirements gathering and agile for project execution. It is critical to invest time upfront in the project lifecycle to identify a vision of the final product, understand existing assets and infrastructure, and develop an overall plan. Execution of the plan is typically performed in week long sprints, with status and progress checkpoints at the conclusion of each sprint.

Typical Implementation Plan

Install Software

Typical product installation requires a full 40 hours. The installation can be performed remotely. The normal lead time for installation by Infor hosting is approximately 1 week.

Core Team Training

Core team training requires classroom hands on training in an EAM Environment. Maximum class size is 8 users and can be done at the client site or the DigitalThinker Office Training lab.

Business Process Review

The business process review is used to determine the EAM configuration as far as user groups, menus, screen permissions, job type authorizations and status authorizations.

EAM Configuration of Development Environment

Set installation parameters, build user groups, setup system codes, build inboxes, KPIs and Charts.

Data Migration and Preparation for loading

Extract data from source and map to EAM tables and columns for upload into EAM.

Load data into Development Environment

Data uploaded into EAM via Infor provided Upload Utility Tool. Data includes Equipment, Parts, Employees, Users and supporting records.

Pilot testing of EAM functions in Development Environment

Login to EAM as a user in each user group and perform functions to ensure configuration is adequate and user friendly.

Modify Configuration of Development Environment based on findings from Pilot testing

Adjust the configuration to maximize user friendliness.

Copy Development Environment into Training Environment

After modifications are made to Development, a copy is obtained and applied to the Training Environment.

EAM Configuration of Production Environment

The time required to configure the Production Environment is reduced via the EAM Configuration Manager which allows copying of configuration from one environment to another.

Load data into Production Environment

Data uploaded into EAM via Infor provided Upload Utility Tool. Data includes Equipment, Parts, Employees, Users and supporting records.

Train users

All users require one hour of EAM Basic Navigation. Additional training focused on job functions. Typically no more than four hours of initial training.

Go Live in Production

Go live assistance for two weeks is recommended.

The overall initial implementation plan is split into 4 phases:


To determine the scope of the EAM project a core team is assembled and scheduled to attend a one-week hands on training class that focuses on the capabilities and limitations of Infor EAM. The application has a broad range of functionality that compliments and extends the use of EAM. Therefore, it is commonly said that EAM is an application that users grow into rather than out of. During core team training we determine work flows.

Formally this is called business process review, and some businesses processes are so complex that an additional meeting is required to document all the processes. Most often we can identify and document work flows during core team training.


Configuration, Development, and Implementation

Following core team training and the planning stage of the project we are ready to produce the planned deliverables. The outcome is a configuration document and work flow diagrams for specific processes.

Additionally, we apply the configuration, migrate data and develop inboxes, KPIs, Charts and Advanced Reports in a Test or Training environment.


User Acceptance Testing

Once the Test or Training environment is deliverable, we perform user acceptance testing. User acceptance testing is scripted so that any findings that require modification can be thoroughly investigated. Once modifications are made, end user training can be performed.

Production Deployment

The configuration from the Training environment is moved over to the production environment and go-live can occur. During go-live user training is reinforced and results are evaluated. As the project settles an after-action review is performed to determine effectiveness of project.

Need more details? Contact us

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879-C NE Main St, Simpsonville, SC 29680

Monday - Friday

 8 a.m. - 5 p.m. EST 

Phone: (864) 520-1115​​



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