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BPAS ViSA · Enterprise · Deploy

toolDeploy Enterprise Perfion PIM, deployed to a blueprint

The enterprise edition of toolDeploy, BPAS's process-first deployment method. Built for Perfion PIM projects where many teams share product data, the ERP is SAP S/4HANA, Oracle, Epicor Kinetic or Microsoft Dynamics 365, and go-live has to happen in waves.

  • Five phases, three workstreams, live in waves
  • A signed-off Product Data Blueprint before anything is built
toolDeploy Enterprise · programme planPhase gate
01Discover02Design03Connect04Launch05Adopt Gates GovernanceSteering group · phase gatesData modelInformation modelIntegrationERP and channelsMigrationCleanse and loadGo-liveWave 1Wave 2Wave 3

Blueprint signed off before the build starts. Live in waves, not all at once.

A programme plan across five phases, Discover, Design, Connect, Launch and Adopt, with governance across all phases, the data model, integration and migration workstreams in the middle, and go-live in three waves.
  • 5phases, from assessment to adoption
  • 3workstreams built side by side, each signed off
  • 1blueprint, signed off before the build starts
Is it right for you?

Three kinds of organisation that benefit most

toolDeploy Enterprise is for organisations where product information is shared by many teams and connected to an enterprise ERP.

  • Enterprises bringing in their first PIM

    Your ERP is SAP S/4HANA, Oracle, Epicor Kinetic or Microsoft Dynamics 365, and product information has outgrown it. You need a partner who designs the product data side properly and works alongside your ERP team, not around them.

    First PIM
  • Businesses with product data in many hands

    E-commerce, marketing, procurement and IT each keep their own version. You need governance as much as software: named owners, agreed rules and one record everyone works from.

    Scattered ownership
  • Brands opening channels or markets on a deadline

    A new webshop, marketplace, partner portal or country is coming, and the product content has to be ready on day one. You need a plan that goes live in waves, starting where the value is highest.

    Growth deadline
Same method, enterprise scale

What changes from toolDeploy

The discipline is the same: process first, blueprint before configuration, proven before go-live. What changes is who decides, how much runs in parallel and how the system goes live.

AreatoolDeploySAP Business OnetoolDeploy EnterprisePerfion PIM with an enterprise ERP
Built fortoolDeployManufacturers running SAP Business OneEnterpriseEnterprises running SAP S/4HANA, Oracle, Epicor Kinetic or Microsoft Dynamics 365
SolutionstoolDeployBeas Manufacturing, Produmex WMS, B1UP and Perfion PIMEnterprisePerfion PIM
DecisionstoolDeployThe owner and the project teamEnterpriseA steering group and named data owners
BlueprinttoolDeployBusiness Blueprint: As-Is and To-Be processesEnterpriseProduct Data Blueprint: information model, integration map and wave plan
BuildtoolDeployOne configuration streamEnterpriseThree workstreams: configuration, integration and migration
ERP sidetoolDeployInside SAP Business OneEnterpriseAlongside your ERP team or partner
TestingtoolDeployScenario testing and UATEnterpriseEnd-to-end scenarios from ERP to channel, plus IT and security sign-off
Go-livetoolDeployOne controlled cut-overEnterpriseIn waves, channel by channel or market by market
After go-livetoolDeploymaxValue supportEnterpriseHypercare, handover to data owners, then maxValue support
toolDeploy Enterprise at a glance

The five phases at a glance

Five phases. One complete deployment.

Each phase has a clear entry condition, defined activities and an output your team can use, and each one ends at a gate where the steering group decides to go on.

The assessment comes first. You get the findings and a business case before any licence decision.

Start with an assessment
  1. DiscoverProduct data assessmentWhere product information lives, who owns it, which channels it feeds and where it breaks.Findings and business case
  2. DesignProduct Data BlueprintInformation model, integration map, access rights and a wave plan, signed off by your data owners.Signed-off blueprint
  3. ConnectBuild, integrate, migrateThree workstreams side by side: configuration, ERP and channel integration, and data migration.Connected and loaded
  4. LaunchProve, then go live in wavesEnd-to-end testing from ERP to channel, then live where the business value is highest.Live channels, wave by wave
  5. AdoptA team that runs itRole-based training, hypercare and handover to your data owners, with maxValue support.A team that runs it
The method

Five phases in detail

Each phase has a defined scope, specific activities and a clear output. Together they take you from a first assessment to a team that runs Perfion on its own.

  1. Phase 01 of 05

    Discover

    • Stakeholder interviews
    • Copy count across systems
    • Channel and market map
    • ERP landscape
    • Business case

    Finding out where your product information lives today, who owns it and what it costs you, before anyone talks about licences.

    We talk to the business owner, e-commerce, marketing, procurement and IT, and follow a sample of products through every system they appear in. The ERP landscape, the channels and the markets are mapped as they really are, not as the org chart says. The steering group is named here, so every decision has an owner from day one.

    Output
    Findings, a business case and a named steering group
    Extends toolDeploy
    toolScan and Do Initiation
  2. Phase 02 of 05

    Design

    • Information model
    • Item hierarchies
    • Languages and markets
    • Access rights
    • Integration map
    • Wave plan

    Designing the information model and the plan before anything is configured.

    The blueprint sets out the features, categories and item hierarchies your products will be described with, the languages and markets they need, who can see and change what, and how Perfion will exchange data with your ERP and your channels. It ends with a wave plan and a fixed quote for the build. The information model is the hardest thing to change later, so your data owners sign it off, not just the project team.

    How features and configurations work in Perfion

    Output
    A signed-off blueprint, a wave plan and a fixed quote
    Extends toolDeploy
    Create BBP
  3. Phase 03 of 05

    Connect

    • Perfion configuration
    • ERP integration
    • Channel connectors
    • Data cleansing
    • Trial loads
    • Test and live environments

    Three workstreams running side by side, each with its own owner and its own sign-off.

    Perfion is configured to the blueprint. The integration with your ERP is built and tested together with your ERP team or partner, and each channel connector is mapped. Existing product data is profiled, cleaned to agreed rules and loaded more than once, so the final load holds no surprises. Test and live environments, users and roles are set up with your IT team. Anything the standard product can't do is logged and agreed, never quietly worked around.

    Output
    A connected, loaded test environment
    Extends toolDeploy
    Articulate Solution
  4. Phase 04 of 05

    Launch

    • End-to-end scenarios
    • Data owner sign-off
    • IT and security sign-off
    • Cut-over rehearsal
    • Wave 1 live

    Proving the whole chain, from ERP to Perfion to channel, then going live where the value is highest.

    Test cases come from the blueprint, and scenarios run end to end: a new item created in the ERP, enriched in Perfion, translated and published to a channel. Your data owners sign off the content and IT signs off security and access. The cut-over is rehearsed before it is run. The first wave goes live on the channel or market with the most value, and the next waves follow the plan.

    Output
    Live channels, wave by wave
    Extends toolDeploy
    Conduct UAT and Final Go-Live
  5. Phase 05 of 05

    Adopt

    • Role-based training
    • Hypercare
    • Handover to data owners
    • maxValue support

    Leaving your team in control, not dependent on us.

    Training is by role: data owners, editors and, where you use them, translators and supplier reviewers each learn the part they run, in your own configured system. Hypercare covers the first live cycles. Then the model is handed over to your data owners, with ongoing support through maxValue.

    Output
    A trained team and a model it owns
    Extends toolDeploy
    Go-live support and maxValue
Inside the Connect phase

Built side by side, signed off separately

Three workstreams run in parallel, each with its own owner and sign-off, so one late decision doesn't hold up the others. Environments and security run alongside all three.

  • Data model and configuration

    Features, categories, item hierarchies, languages and access rights, configured to the signed-off blueprint.

    WhoBPAS with your data owners
  • Integration

    Perfion connected to your ERP and to each channel, built and tested together with your ERP team or partner.

    WhoBPAS with your IT and ERP team
  • Data migration

    Existing product data profiled, cleaned to agreed rules and trial-loaded until the final load is routine.

    WhoBPAS with your data owners
  • Environments and security

    Separate test and live environments, users and roles from Active Directory, password policies and an audit log.

    WhoYour IT team with BPAS
Governance

Who is in the room

An enterprise PIM project sits between departments. The ones that go well have a business owner in charge, IT as a partner, and named people who own each part of the product information.

  1. Gate 1Discover
  2. Gate 2Design
  3. Gate 3Connect
  4. Gate 4Launch
  5. Gate 5Adopt

Every phase ends at a gate. The steering group reviews the output and decides to go on.

  • Steering groupSets priorities, approves the blueprint and decides at every phase gate.
  • Business ownerUsually e-commerce, marketing or product management. Owns the outcome.
  • Data ownersOne for each area of product information. Sign off the model and the content.
  • IT and your ERP teamIntegration, environments and security, with your ERP partner where you have one.
  • BPASLeads the method, designs the model, builds Perfion and trains your team.
What you receive

What the engagement leaves behind

A deployment is only complete when your team can run it without us in the room. These are the things that make that true.

  • The Product Data Blueprint

    The information model, integration map, access rights and wave plan. It is the reference the build was made against, and the standard for every future change.

  • A configured, connected Perfion PIM

    Integrated with your ERP and your channels, and proven in end-to-end tests signed off by the people who use it.

  • Clean, migrated product data

    Profiled, cleaned to agreed rules and loaded to a documented standard, so day one starts from data you trust.

  • A team that runs it

    Trained data owners and editors, a governance pack with the roles and rules, and support through maxValue.

What we do, stated plainly. BPAS implements Perfion PIM and connects it to the ERP you already run. We don't sell or implement SAP S/4HANA, Oracle, Epicor Kinetic or Microsoft Dynamics 365. We work alongside your ERP team or partner, who stay responsible for the ERP side.

What it is built on

Three frameworks, five disciplines

Every ViSA service runs on the same three frameworks, and toolDeploy Enterprise is no exception.

  • Leanhow the process is mapped
  • APQC PCF®how it is benchmarked
  • ADKAR®how the change lands with people
  • ProcessHow product information really moves today, mapped honestly, and how it should move once the copies are gone.
  • RequirementPeople describe solutions, not needs. Interviews, workshops and walkthroughs draw out what the system has to do.
  • Software engineeringConfigured and integrated properly, so what is delivered survives upgrades and stays supportable.
  • QualityTesting and validation, and the discipline of proving a thing works before calling it done.
  • AutomationThe point of the exercise: taking manual copying out of a process that has first been made worth automating.
The ViSA promise

The software is ready. The fit is what we are responsible for.

Any partner can install Perfion. The question is whether the information model, the integration and the rollout match the way your business actually sells. That is a design question long before it is a configuration one, which is why toolDeploy Enterprise never starts with configuration.

Start here

Deploy against a blueprint, not a default

Every toolDeploy Enterprise engagement starts with a product data assessment, run with your product, marketing and IT leads.

  1. ReviewYour assortment, channels, languages and systems.
  2. RecommendA plain answer on whether a PIM is the right next step.
  3. PlanThe blueprint scope and the waves, if Perfion is the fit.

If Perfion is not the right fit, you will hear that from us too.

Speak withVipin KumarFounder and Solution Architect
Book a product data assessment

Chennai · Abu Dhabi

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