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
Blueprint signed off before the build starts. Live in waves, not all at once.
- 5phases, from assessment to adoption
- 3workstreams built side by side, each signed off
- 1blueprint, signed off before the build starts
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.
- 01
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 - 02
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 - 03
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
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.
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→- 01DiscoverProduct data assessmentWhere product information lives, who owns it, which channels it feeds and where it breaks.Findings and business case
- 02DesignProduct Data BlueprintInformation model, integration map, access rights and a wave plan, signed off by your data owners.Signed-off blueprint
- 03ConnectBuild, integrate, migrateThree workstreams side by side: configuration, ERP and channel integration, and data migration.Connected and loaded
- 04LaunchProve, 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
- 05AdoptA team that runs itRole-based training, hypercare and handover to your data owners, with maxValue support.A team that runs it
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.
-
Phase 01 of 05
01Discover
- 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
-
Phase 02 of 05
02Design
- 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
-
Phase 03 of 05
03Connect
- 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
-
Phase 04 of 05
04Launch
- 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
-
Phase 05 of 05
05Adopt
- 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
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
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.
- Gate 1Discover
- Gate 2Design
- Gate 3Connect
- Gate 4Launch
- 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 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.
- 01
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.
- 02
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.
- 03
Clean, migrated product data
Profiled, cleaned to agreed rules and loaded to a documented standard, so day one starts from data you trust.
- 04
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.
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 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.
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.
- 1ReviewYour assortment, channels, languages and systems.
- 2RecommendA plain answer on whether a PIM is the right next step.
- 3PlanThe blueprint scope and the waves, if Perfion is the fit.
If Perfion is not the right fit, you will hear that from us too.
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