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| label | Português |
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| | Product_title |
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| Title | O que é? |
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| Image | https://tdn.totvs.com/download/attachments/636719845/o%20que%20%C3%A9.png |
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Nossa metodologia de projetos foi construída para ser uma ferramenta que auxilia tanto o cliente quanto a equipe TOTVS e visa aumentar a efetividade do gerenciamento de projetos. Na versão 2.0 integramos dois conceitos, o Tradicional e o Ágil criando uma metodologia híbrida, trazendo previsibilidade e entregando valor durante todo o ciclo de vida do projeto. Com isso, simplificamos os processos para transformar a entrega de serviços da TOTVS de forma mais simples e ágil e garantir maior efetividade para nossos clientes, fidelizando os pela experiência. A metodologia de Projetos TOTVS compreende os grupos de tarefas relacionadas ao Gerenciamento do Projeto, organizadas por Fases, definindo assim, um fluxo natural da condução do projeto de forma estruturada e padronizada. As fases, guiam os entregáveis ou processos e atividades organizadas. Cada fase é encerrada em um Quality Gate para verificar a completude dos entregáveis. |
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ÍNDICE
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<table align='center'>
<tr>
<td><a href="#ancora-ciclo-de-venda">
<b>Ciclo de Venda</b><br><img class="img-celula" src="https://tdn.totvs.com/download/attachments/650500401/venda-icon.png?api=v2">
</a></td> <td><a href="#ancora-preparacao">
<b>Preparação</b><br><img class="img-celula" src="https://tdn.totvs.com/download/attachments/650500401/fase1-icon.png?api=v2">
</a></td>
<td><a href="#ancora-refinamento">
<b>Refinamento</b><br><img class="img-celula" src="https://tdn.totvs.com/download/attachments/650500401/fase2-icon.png?api=v2">
</a></td>
<td><a href="#ancora-realizacao">
<b>Realização</b><br><img class="img-celula" src="https://tdn.totvs.com/download/attachments/650500401/fase3-icon.png?api=v2">
</a></td>
<td><a href="#ancora-operacao">
<b>Operação</b><br><img class="img-celula" src="https://tdn.totvs.com/download/attachments/650500401/fase4-icon.png?api=v2">
</a></td>
<td><a href="#ancora-dicas">
<b>Dicas</b><br><img class="img-celula" src="https://tdn.totvs.com/download/attachments/650500401/dicas.png?api=v2">
</a></td>
</tr>
</table>
<style>
.img-celula{
width:50px;
height:50px;
}
table td{
width:100px;
height:100px;
box-shadow: 0px 0px 1px #363636;
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table{
border-spacing: 10px;
text-align: center;
}
table td:hover{
width: 101px;
height:101px;
z-index: 2;
-webkit-transition: all 100ms ease-in;
-webkit-transform: scale(1.05);
-ms-transition: all 100ms ease-in;
-ms-transform: scale(1.05);
-moz-transition: all 100ms ease-in;
-moz-transform: scale(1.05);
transition: all 100ms ease-in;
transform: scale(1.05);
}
</style> |
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<a name="ancora-ciclo-de-venda"></a> |
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| Product_title |
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| Title | Ciclo de Venda |
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| Image | https://tdn.totvs.com/download/attachments/636719845/venda-icon.png |
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<article class="objetivo">
<h3><b>Objetivo</b></h3>
<p>Abordar todo o processo comercial, desde a arquitetura do projeto até o primeiro contato do time de Serviços com o cliente após a assinatura da proposta.</p>
</article>
<style>
.objetivo{
width:100%;
padding: 15px;
background-color: #f0eeee;
}
</style> |
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<article>
<h2 class="entregaveis"><b>Entregáveis e <span class="letraLaranja">Atividades</span></b></h3>
</article>
<style>
article{
padding: 15px;
}
.letraLaranja{
color: #feac0e;
}
.entregaveis{
font-size: 40pt;
}
</style> |
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| width | 750 |
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| diagramWidth | 946 |
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<a name="ancora-preparacao"></a> |
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| borderColor | gray |
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| Title | Preparação |
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| Image | https://tdn.totvs.com/download/attachments/636719845/fase1-icon.png |
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| HTML |
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<article class="objetivo">
<h3><b>Objetivo</b></h3>
<p>É o alinhamento mais aprofundado das necessidades e expectativas, com definição do time do projeto e partes interessadas, revisão e confirmação do escopo, dos prazos e da estratégia em geral.</p>
<p>É também um momento de identificação/revisão dos riscos e alinhamento técnico. A organização geral deve compor o plano preliminar do projeto e promover um bom evento de abertura e determinação do baseline (versão 1).</p>
</article>
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<article>
<h2 class="entregaveis"><b>Entregáveis e <span class="letraLaranja">Atividades</span></b></h3>
</article> |
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| borderStyle | dashed |
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| | Product_title |
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| Title | Passagem de Bastão |
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| Image | https://tdn.totvs.com/download/attachments/650500401/passagem%20de%20bast%C3%A3o-preto.png?api=v2 |
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| Showcase |
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| image | https://tdn.totvs.com/download/attachments/650500401/1.1.1%20reuniao%20de%20transicaoj.png |
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| description | 1.1.1 Reunião de Transição com Comercial |
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| | Product_title |
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| Title | Iniciação do Projeto |
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| Image | https://tdn.totvs.com/download/attachments/650500401/1.2%20Inicia%C3%A7%C3%A3o%20do%20Projeto.png |
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| image | https://tdn.totvs.com/download/attachments/650500401/1.2.1%20Valida%C3%A7%C3%A3o%20de%20Stakeholders.png |
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| description | 1.2.1 Validação de Stakeholders |
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| image | https://tdn.totvs.com/download/attachments/650500401/1.2.2%20Estrat%C3%A9gia%20Geral%2C%20Premissas%20%26%20Restri%C3%A7%C3%B5es%2C%20Alinhamento%20%26%20Expectativas.png |
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| description | 1.2.2 Estratégia Geral, Premissas & Restrições, Alinhamento & Expectativas |
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| | Product_title |
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| Title | Aspectos Técnicos |
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| Image | https://tdn.totvs.com/download/attachments/650500401/1.3aspectos%20tecnicos.png |
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| image | https://tdn.totvs.com/download/attachments/650500401/1.3.1%20Verifica%C3%A7%C3%A3o%20de%20Aspectos%20T%C3%A9cnicos.png |
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| description | 1.3.1 Verificação de Aspectos Técnicos |
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| ACELERADORES| Cloak |
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| borderColor | gray |
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| borderColor | gray |
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| bgColor | #f0eeee |
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| borderStyle | dashed |
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| | Product_title |
|---|
| Title | Planos do Projeto, Cronograma e Custos |
|---|
| Image | https://tdn.totvs.com/download/attachments/650500401/1.4Planos%20do%20projeto%2C%20cronograma%20e%20custos.png |
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| image | https://tdn.totvs.com/download/attachments/650500401/1.4.1%20Elabora%C3%A7%C3%A3o%20de%20cronograma%20e%20defini%C3%A7%C3%A3o%20de%20marcos%20de%20entrega.png |
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| description | 1.4.1 Elaboração de Cronograma e Definição de Marcos do Projeto |
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| image | https://tdn.totvs.com/download/attachments/650500401/1.4.2%20DEFINIR%20EQUIPE.png |
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| description | 1.4.2 Definir Equipe |
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| image | https://tdn.totvs.com/download/attachments/650500401/1.4.3%20Determina%C3%A7%C3%A3o%20do%20baseline.png |
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| description | 1.4.3 Determinação do Baseline 1 |
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| id | id-PlanosdoProjetoCronogramaeCustos |
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| id | id-PlanosdoProjetoCronogramaeCustos |
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| | Product_title |
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| Title | Boas Vindas do Projeto |
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| Image | https://tdn.totvs.com/download/attachments/650500401/1.5%20boas%20vindas%20do%20projeto.png |
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| description | 1.5.1 Programar e Realizar a Reunião de Abertura do Projeto (Kick-Off) |
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| borderColor | gray |
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| bgColor | #f0eeee |
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| | Product_title |
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| Title | Encerramento da Fase |
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| Image | https://tdn.totvs.com/download/attachments/650500401/1.6%20encerramento%20da%20fase.png |
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| image | https://tdn.totvs.com/download/attachments/650500401/1.6.1%20Encerramento%20da%20Fase%20e%20avalia%C3%A7%C3%A3o%20de%20quality%20gate.png |
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| description | 1.6.1 Encerramento da Fase e Avaliação de Quality Gate |
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Retornar ao índice
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<a name="ancora-refinamento"></a> |
| Painel |
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| borderColor | gray |
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| borderStyle | dashed |
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| | Column |
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| Product_title |
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| Title | Refinamento |
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| Image | https://tdn.totvs.com/download/attachments/636719845/fase2-icon.png |
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| HTML |
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<article class="objetivo">
<h3><b>Objetivo</b></h3>
<p>É o desenho efetivo da solução a ser entregue, sendo revisto os requisitos sobre a análise dos processos “TO BE” e eliminação de gaps do escopo e/ou processo.</p>
<p>Nesta fase as estratégias do projeto são refinadas e são definidos os fluxos de trabalho para as próximas fases. Além disso, é esperado que ao final desta fase seja elaborado o plano de Sprints para a construção e teste da solução.</p>
</article>
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<h2 class="entregaveis"><b>Entregáveis e <span class="letraLaranja">Atividades</span></b></h3>
</article> |
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| | Product_title |
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| Title | Execução, Monitoramento e Controle do Projeto |
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| Image | https://tdn.totvs.com/download/attachments/650500401/2.1%20EXECU%C3%87%C3%83O%2C%20Monitoramento%20e%20controle%20do%20projeto.png |
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| description | 2.1.1 Monitorar e Controlar as Atividades do Projeto |
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| image | https://tdn.totvs.com/download/attachments/650500401/2.1.2%20Assegurar%20que%20os%20recursos%20estejam%20atribuidos%20com%20as%20tarefas%20programadas.png?api=v2 |
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| description | 2.1.2 Assegurar que os Recursos Estejam Atribuídos às Tarefas Programadas |
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| image | https://tdn.totvs.com/download/attachments/650500401/2.1.3%20GERENCIAR%20PROBLEMAS.png?api=v2 |
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| description | 2.1.3 Gerenciar Problemas, Medidas e Riscos, Mudanças, Cronograma e Custos |
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| image | https://tdn.totvs.com/download/attachments/650500401/2.1.4%20COMUNICAR%20STATUS%20A%20PARTES.png?api=v2 |
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| description | 2.1.4 Comunicar Status a Partes Interessadas |
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| image | https://tdn.totvs.com/download/attachments/650500401/2.1.5%20ORGANIZAR%20CERIM%C3%94NIAS%20DO.png?api=v2 |
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| description | 2.1.5 Organizar Cerimônias do Scrum |
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| Title | Análise e Desenho de Processo e Configuração |
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| Image | https://tdn.totvs.com/download/attachments/650500401/2.2An%C3%A1lise%20e%20Desenho%20de%20Processo.png?api=v2 |
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| description | 2.2.1 Workshop de Avaliação dos Processos |
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| description | 2.2.2 Desenho de Processos e Configuração |
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| image | https://tdn.totvs.com/download/attachments/650500401/2.2.3%20An%C3%A1lise%20de%20Ader%C3%AAncia%20e%20GAP%27s.png?api=v2 |
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| description | 2.2.3 Análise de Aderência e GAP's |
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| id | id-AnáliseeDesenhodeProcessoeConfiguração |
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| id | id-AnáliseeDesenhodeProcessoeConfiguração |
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| Title | Protótipo e Validação |
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| Image | https://tdn.totvs.com/download/attachments/650500401/2.3Prot%C3%B3tipo%20e%20Valida%C3%A7%C3%A3o.png?api=v2 |
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| image | https://tdn.totvs.com/download/attachments/650500401/2.3.1%20EXECU%C3%87%C3%83O%20DO.png?api=v2 |
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| description | 2.3.1 Execução do Protótipo/Workshop da Solução com o Cliente |
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| Title | Definição das Estratégias de Teste |
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| Image | https://tdn.totvs.com/download/attachments/650500401/2.4DEFINI%C3%87%C3%83O%20DAS%20ESTRAT%C3%89GIAS%20DE%20TESTE.png?api=v2 |
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| description | 2.4.1 Definir Ciclos e Cenários de Testes |
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| id | id-DefiniçãodasEstratégiasdeTeste |
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| id | id-DefiniçãodasEstratégiasdeTeste |
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| | Product_title |
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| Title | Preparação da Capacitação |
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| Image | https://tdn.totvs.com/download/attachments/650500401/2.5%20Prepara%C3%A7%C3%A3o%20da%20Capacita%C3%A7%C3%A3o.png?api=v2 |
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| description | 2.5.1 Preparação da Capacitação |
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| Image | https://tdn.totvs.com/download/attachments/650500401/2.6%20Defini%C3%A7%C3%A3o%20de%20Convers%C3%A3o%20de%20Dados%20e%20Interface.png?api=v2 |
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| description | 2.6.1 Definição de Conversão de Dados e Interface |
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| id | id-DefiniçãodeConversãodeDadoseInterface |
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| | gray#363636#f0eeeesolidDefiniçãodeConversãodeDadoseInterfacelefttrue001Metodologiacard-metodologia002Material de Apoiocard-material-apoio |
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| Title | Backlog do Projeto e Planejamento das Sprints e Releases |
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| Image | https://tdn.totvs.com/download/attachments/650500401/2.7%20Backlog%20do%20Projeto%20e%20Planejamento%20das%20Sprints%20e%20Releases.png?api=v2 |
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| description | 2.7.1 Backlog do Projeto e Planejamento das Sprints e Releases |
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| id | id-BacklogdoProjetoePlanejamentodasSprintseReleases |
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| id | id-BacklogdoProjetoePlanejamentodasSprintseReleases |
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| | gray#363636#f0eeeesolidBacklogdoProjetoePlanejamentodasSprintseReleaseslefttrue001Metodologiacard-metodologia
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| Title | Encerramento da Fase |
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| Image | https://tdn.totvs.com/download/attachments/650500401/1.6%20encerramento%20da%20fase.png |
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| description | 2.8.1 Encerramento da Fase e Avaliação de Quality Gate |
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| id | id-EncerramentodaFaseRefinamento |
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| id | id-EncerramentodaFaseRefinamento |
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| | gray#363636#f0eeeesolidEncerramentodaFaseRefinamentolefttrue001Metodologiacard-metodologia
002Material de Apoiocard-material-apoio
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<a name="ancora-realizacao"></a> |
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| Title | Realização |
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| Image | https://tdn.totvs.com/download/attachments/636719845/fase3-icon.png |
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<article class="objetivo">
<h3><b>Objetivo</b></h3>
<p>É a construção de fato sobre o desenho detalhado aprovado na fase anterior.</p>
<p>A construção e testes são baseadas em Sprints com base no backlog. A preparação do plano de virada e os testes integrados ocorrem nesta etapa.</p>
</article>
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<article>
<h2 class="entregaveis"><b>Entregáveis e <span class="letraLaranja">Atividades</span></b></h3>
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| Title | Execução, Monitoramento e Controle do Projeto |
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| Image | https://tdn.totvs.com/download/attachments/650500401/3.1%20Execu%C3%A7%C3%A3o%2C%20Monitoramento%20e%20Controle%20do%20Projeto.png?api=v2 |
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| description | 3.1.1 Direcionar e Gerenciar a Execução do Projeto |
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| image | https://tdn.totvs.com/download/attachments/650500401/3.1.2%20GERENCIAR.png?api=v2 |
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| description | 3.1.2 Gerenciar Problemas, Medidas e Riscos, Mudanças, Cronograma e Custos |
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| image | https://tdn.totvs.com/download/attachments/650500401/3.1.3%20COMUNICAR%20O.png?api=v2 |
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| description | 3.1.3 Comunicar o Status e Progresso do Projeto |
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| id | id-ExecuçãoMonitoramentoeControledoProjeto2 |
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| id | id-ExecuçãoMonitoramentoeControledoProjeto2 |
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| | gray#363636#f0eeeesolidExecuçãoMonitoramentoeControledoProjeto2lefttrue001Metodologiacard-metodologia
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| | Product_title |
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| Title | Sprint e Releases |
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| Image | https://tdn.totvs.com/download/attachments/650500401/3.2%20Sprint%20e%20Releases.png?api=v2 |
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| description | 3.2.1 Configuração do Produto |
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| image | https://tdn.totvs.com/download/attachments/650500401/3.2.2%20Encomenda%20-%20Desenvolvimento%20de%20Customiza%C3%A7%C3%B5es.png?api=v2 |
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| description | 3.2.2 Encomenda / Desenvolvimento de Customizações |
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| | gray#363636#f0eeeesolidSprinteReleaseslefttrue001Metodologiacard-metodologia
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| | Product_title |
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| Title | Execução das Capacitações |
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| Image | https://tdn.totvs.com/download/attachments/650500401/3.3Execu%C3%A7%C3%A3o%20das%20Capacita%C3%A7%C3%B5es.png?api=v2 |
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| description | 3.3.1 Capacitação dos Usuários Chave |
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| id | id-ExecuçãodasCapacitações |
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| id | id-ExecuçãodasCapacitações |
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| | gray#363636#f0eeeesolidExecuçãodasCapacitaçõeslefttrue001Metodologiacard-metodologia
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| Title | Execução de Carga de Dados |
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| Image | https://tdn.totvs.com/download/attachments/650500401/3.4Execu%C3%A7%C3%A3o%20de%20Carga%20de%20Dados.png?api=v2 |
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| description | 3.4.1 Preparar e Executar Carga de Dados |
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| id | id-ExecuçãodeCargadeDados |
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| id | id-ExecuçãodeCargadeDados |
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| | gray#363636#f0eeeesolidExecuçãodeCargadeDadoslefttrue001Metodologiacard-metodologia
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| Title | Preparação e Execução das Simulações |
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| Image | https://tdn.totvs.com/download/attachments/650500401/3.5%20Prepara%C3%A7%C3%A3o%20e%20Execu%C3%A7%C3%A3o%20das%20Simula%C3%A7%C3%B5es.png?api=v2 |
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| image | https://tdn.totvs.com/download/attachments/650500401/3.5.1%20Testes%20Unit%C3%A1rios.png?api=v2 |
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| description | 3.5.1 Testes Unitários |
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| image | https://tdn.totvs.com/download/attachments/650500401/3.5.2%20Testes%20Integrados.png?api=v2 |
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| description | 3.5.2 Testes Integrados |
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| id | id-PreparaçãoeExecuçãodasSimulações |
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| id | id-PreparaçãoeExecuçãodasSimulações |
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| | gray#363636#f0eeeesolidPreparaçãoeExecuçãodasSimulaçõeslefttrue001Metodologiacard-metodologia
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| Title | Plano de Transição |
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| Image | https://tdn.totvs.com/download/attachments/650500401/3.6%20Plano%20de%20Transi%C3%A7%C3%A3o.png?api=v2 |
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| description | 3.6.1 Definição do Teste de Virada |
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| image | https://tdn.totvs.com/download/attachments/650500401/3.6.2%20Defini%C3%A7%C3%A3o%20%20Revis%C3%A3o%20do%20Plano%20de%20Transi%C3%A7%C3%A3o.png?api=v2 |
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| description | 3.6.2 Definição / Revisão do Plano de Transição |
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| image | https://tdn.totvs.com/download/attachments/650500401/3.6.3%20Aprovar%20e%20divulgar%20a%20virada.png?api=v2 |
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| description | 3.6.3 Aprovar e divulgar a virada |
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| Title | Encerramento da Fase |
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| Image | https://tdn.totvs.com/download/attachments/650500401/1.6%20encerramento%20da%20fase.png |
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| description | 3.7.1 Encerramento da Fase e Avaliação de Quality Gate |
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| id | id-EncerramentodaFaseRealização |
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| id | id-EncerramentodaFaseRealização |
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| | gray#363636#f0eeeesolidEncerramentodaFaseRealizaçãolefttrue001Metodologiacard-metodologia
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| Image | https://tdn.totvs.com/download/attachments/636719845/fase4-icon.png |
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<article class="objetivo">
<h3><b>Objetivo</b></h3>
<p>É a execução das atividades para entrada em produção e o período de Acompanhamento ou Operação Assistida do sistema logo após a divulgação oficial do GO LIVE!</p>
<p>Também devem ser realizados os procedimentos de orientação ao Cliente como trabalhar com os canais oficiais de Suporte TOTVS, atualizar o time de Relacionamento e registrar de forma organizada todas as lições aprendidas (que ainda não tenham sido registradas).</p>
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<h2 class="entregaveis"><b>Entregáveis e <span class="letraLaranja">Atividades</span></b></h3>
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| Title | Execução, Monitoramento e Controle do Projeto |
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| Image | https://tdn.totvs.com/download/attachments/650500401/4.1%20Execu%C3%A7%C3%A3o%2C%20Monitoramento%20e%20Controle%20do%20Projeto.png?api=v2 |
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| description | 4.1.1 Monitorar e Controlar as Atividades do Projeto |
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| image | https://tdn.totvs.com/download/attachments/650500401/3.1.2%20GERENCIAR.png?api=v2 |
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| description | 4.1.2 Gerenciar Problemas, Medidas e Riscos |
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| image | https://tdn.totvs.com/download/attachments/650500401/4.1.3%20Gerenciar%20Mudan%C3%A7as%2C%20Cronograma%20e%20Custos.png?api=v2 |
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| description | 4.1.3 Gerenciar Mudanças, Cronograma e Custos |
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| image | https://tdn.totvs.com/download/attachments/650500401/4.1.4%20Comunicar%20Status%20a%20Partes%20Interessadas.png?api=v2 |
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| description | 4.1.4 Comunicar Status a Partes Interessadas |
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| id | id-ExecuçãoMonitoramentoeControledoProjeto3 |
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| id | id-ExecuçãoMonitoramentoeControledoProjeto3 |
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| | gray#363636#f0eeeesolidExecuçãoMonitoramentoeControledoProjetolefttrue001Metodologiacard-metodologia
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| Title | Transição |
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| Image | https://tdn.totvs.com/download/attachments/650500401/4.2%20Transi%C3%A7%C3%A3o.png?api=v2 |
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| description | 4.2.1 Preparação do Ambiente de Produção |
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| image | https://tdn.totvs.com/download/attachments/650500401/4.2.6%20Execu%C3%A7%C3%A3o%20dos%20Testes%20de%20Virada.png?api=v2 |
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| description | 4.2.6 Execução dos Testes de Virada |
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| description | 4.2.2 Treinamento dos Usuários Finais |
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| description | 4.2.7 Divulgação do GO / NO GO |
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| description | 4.2.3 Alinhamento com o Suporte TOTVS |
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| image | https://tdn.totvs.com/download/attachments/650500401/4.2.4%20Formaliza%C3%A7%C3%A3o%20da%20Estrat%C3%A9gia%20e%20Contrato%20de%20Acompanhamento.png?api=v2 |
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| description | 4.2.4 Formalização da Estratégia e Contrato de Acompanhamento |
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| description | 4.2.5 Execução da Transição |
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| | gray#363636#f0eeeesolidTransiçãolefttrue001Metodologiacard-metodologia
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| Image | https://tdn.totvs.com/download/attachments/650500401/4.1%20Execu%C3%A7%C3%A3o%2C%20Monitoramento%20e%20Controle%20do%20Projeto.png?api=v2 |
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<article class="objetivo">
<h3><b>Templates e Aceleradores</b></h3>
<p>Todos os templates atualizados da Metodologia estão disponíveis no <a href="https://tdn.totvs.com/display/MD/Guia+de+Templates+da+MIT+Digital">Guia de Templates</a>,
onde você encontra também todas as orientações de uso.</p>
<p>Lembre-se de sempre utilizar templates atualizados e com a identidade visual vigente.</p>
<p>Os aceleradores de projeto podem ser encontrados e compartilhados no portal de
Aceleradores do Framework de Serviços.</p>
<h3><b>Repositório do Projetos</b></h3>
<p>É fundamental que os documentos do projeto sejam criados, elaborados e mantidos sempre no repositório do projeto <b>em nuvem</b></p>
<p>Hoje contamos com ferramentas de armazenamento, compartilhamento e edição em tempo real dos documentos pela equipe e que podem ser sincronizadas com sua máquina, isso garante muito mais agilidade e principalmente segurança para os nossos projetos. </p>
<p>Evite manter e editar documentos localmente.</p>
<h3><b><i>Mindset</i></b></h3>
<p>Um <i>mindset</i> pode ser definido como um conjunto de pensamentos e crenças que moldam
a forma com que uma pessoa ou grupo de pessoas se comporta e toma decisões em
diferentes situações.</p>
<p>O <i>mindset</i> correto acolhe desafios, bem como coisas novas e diferentes em nossa vida.</p>
<p>Pessoas com <i>mindset</i> de crescimento aprendem umas com as outras. Além disso, elas reconhecem falhas e erros como oportunidades para aprenderem e reconhecerem suas fraquezas, mas estão sempre focadas em transformá-las em pontos fortes.</p>
<p>Defendemos quatro atitudes e comportamentos que facilitam o desenvolvimento do mindset desejado: <b>Foco, Trabalho em Equipe, Aprendizado e Adaptação.</b></p>
<p>A metodologia de projetos da TOTVS deve ser adaptável a cada contexto específico de projeto e é uma ferramenta de apoio a gestão.</p>
<p><b>Ainda tem dúvidas?</b></p>
<p>Acesse a <a href="https://tdn.totvs.com/display/MD/Central+de+Ajuda">Central de Ajuda</a> ou envie um e-mail para:
[email protected]
</p>
</article>
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Nuestra metodología de proyectos está diseñada para ser una herramienta que ayuda tanto al cliente como al equipo de TOTVS y tiene como objetivo aumentar la eficacia de la gestión de proyectos. En la versión 2.0 integramos dos conceptos, Tradicional y Ágil, creando una metodología híbrida, que aporta previsibilidad y entrega valor durante todo el ciclo de vida del proyecto. De esta manera, simplificamos los procesos para transformar la entrega de servicios de TOTVS de una forma más sencilla y ágil y así garantizar una mayor efetividad para nuestros clientes, fidelizándolos a través de la experiencia. La metodología de Proyectos TOTVS comprende los grupos de tareas relacionadas con la Administración del Proyecto, organizadas por Fases, y de esta manera define un flujo natural de la conducción del proyecto de forma estructurada y estandarizada. Las fases guían los entregables o procesos y actividades organizadas. Cada fase se cierra en un Quality Gate para verificar la completitud de los entregables. |
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ÍNDICE
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<tr>
<td><a href="#ancora-ciclo-de-venda">
<b>Ciclo de ventas</b><br><img class="img-celula" src="https://tdn.totvs.com/download/attachments/650500401/venda-icon.png?api=v2">
</a></td>
</tr>
</table>
<table align='center'>
<tr>
<td><a href="#ancora-preparacao">
<b>Preparación</b><br><img class="img-celula" src="https://tdn.totvs.com/download/attachments/650500401/fase1-icon.png?api=v2">
</a></td>
<td><a href="#ancora-refinamento">
<b>Refinamiento</b><br><img class="img-celula" src="https://tdn.totvs.com/download/attachments/650500401/fase2-icon.png?api=v2">
</a></td>
<td><a href="#ancora-realizacao">
<b>Realización</b><br><img class="img-celula" src="https://tdn.totvs.com/download/attachments/650500401/fase3-icon.png?api=v2">
</a></td>
<td><a href="#ancora-operacao">
<b>Operación</b><br><img class="img-celula" src="https://tdn.totvs.com/download/attachments/650500401/fase4-icon.png?api=v2">
</a></td>
</tr>
</table>
<table align='center'>
<tr>
<td><a href="#ancora-dicas">
<b>Sugerencias</b><br><img class="img-celula" src="https://tdn.totvs.com/download/attachments/650500401/dicas.png?api=v2">
</a></td>
</tr>
</table>
<style>
.img-celula{
width:50px;
height:50px;
}
table td{
width:100px;
height:100px;
box-shadow: 0px 0px 1px #363636;
}
table{
border-spacing: 10px;
text-align: center;
}
table td:hover{
width: 101px;
height:101px;
z-index: 2;
-webkit-transition: all 100ms ease-in;
-webkit-transform: scale(1.05);
-ms-transition: all 100ms ease-in;
-ms-transform: scale(1.05);
-moz-transition: all 100ms ease-in;
-moz-transform: scale(1.05);
transition: all 100ms ease-in;
transform: scale(1.05);
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<h3><b>Objetivo</b></h3>
<p>Aborda todo el proceso comercial, desde la arquitectura del proyecto hasta el primer contacto del equipo de Servicios con el cliente posterior a la firma de la propuesta.</p>
</article>
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padding: 15px;
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<h3><b>Objetivo</b></h3>
<p>Es una alineación más profunda de las necesidades y expectativas, con la definición del equipo del proyecto y partes interesadas, y la revisión y confirmación del alcance, los plazos y la estrategia en general. </p>
<p>Y también es un momento para identificar/revisar los riesgos y la alineación técnica. La organización general debe conformar el plan preliminar del proyecto y promover un buen evento de apertura y la determinación de la baseline (versión 1).</p>
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<h3><b>Objetivo</b></h3>
<p>Es el diseño efectivo de la solución a entregar, revisando los requisitos en el análisis de los procesos “TO BE” y eliminando brechas en el alcance y/o proceso.</p>
<p>En esta fase se perfeccionan las estrategias del proyecto y se definen los flujos de trabajo para las siguientes fases. Además, se espera que al final de esta fase se elabore un plan Sprint para construir y probar la solución.</p>
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| description | 2.2.2 Diseño de Procesos y configuración |
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| Image | https://tdn.totvs.com/download/attachments/650500401/2.5%20Prepara%C3%A7%C3%A3o%20da%20Capacita%C3%A7%C3%A3o.png?api=v2 |
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| Image | https://tdn.totvs.com/download/attachments/650500401/2.7%20Backlog%20do%20Projeto%20e%20Planejamento%20das%20Sprints%20e%20Releases.png?api=v2 |
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| description | 2.7.1 Backlog del Proyecto y planificación de las Sprints y Releases |
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| | gray#363636#f0eeeesolidEncerramentodaFaseRefinamentolefttrue001Metodologíacard-metodologia
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<article class="objetivo">
<h3><b>Objetivo</b></h3>
<p>Es la construcción de facto en base al diseño detallado aprobado en la fase anterior.</p>
<p>La construcción y las pruebas se basan en Sprints basados en el backlog. En esta etapa se llevan a cabo la preparación del plan de transición y las pruebas integradas.</p>
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<h2 class="entregaveis"><b>Entregables y<span class="letraLaranja"> Actividades</span></b></h3>
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| Title | Ejecución, Monitoreo y Control del Proyecto |
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| description | 3.1.1 Dirigir y gestionar la ejecución del Proyecto. |
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| description | 3.1.3 Comunicar el estado y el progreso del Proyecto |
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| description | 3.2.2 Encomienda/Desarrollo de personalizaciones |
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| Image | https://tdn.totvs.com/download/attachments/650500401/3.4Execu%C3%A7%C3%A3o%20de%20Carga%20de%20Dados.png?api=v2 |
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| Image | https://tdn.totvs.com/download/attachments/650500401/3.5%20Prepara%C3%A7%C3%A3o%20e%20Execu%C3%A7%C3%A3o%20das%20Simula%C3%A7%C3%B5es.png?api=v2 |
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| Title | Plan de transición |
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| Image | https://tdn.totvs.com/download/attachments/650500401/3.6%20Plano%20de%20Transi%C3%A7%C3%A3o.png?api=v2 |
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| description | 3.6.2 Definición/Revisión del Plan de Transición |
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<h3><b>Objetivo</b></h3>
<p>Es la ejecución de las actividades para la entrada en producción y el período de Seguimiento u Operación asistida del sistema ¡inmediatamente posterior a la divulgación oficial de GO LIVE!</p>
<p>También se deben llevar a cabo procedimientos de orientación al Cliente, como trabajar con los canales oficiales de Soporte TOTVS, actualizar el equipo de Relación y registrar de forma organizada todas las lecciones aprendidas (que aún no se han registrado).</p>
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<h3><b>Plantillas y Aceleradores</b></h3>
<p>Todas las templates actualizadas de la Metodología están disponibles en la <a href="https://tdn.totvs.com/display/MD/Guia+de+Templates+da+MIT+Digital">Guía de templates</a>, donde también podrá encontrar todas las directrices de uso.</p>
<p>Recuerde siempre utilizar templates actualizadas con la identidad visual vigente.</p>
<p>Los aceleradores de proyectos se pueden encontrar y compartir en el portal de Aceleradores de Framework de Servicios.</p>
<h3><b>Repositorio del proyecto</b></h3>
<p>Es fundamental que los documentos del proyecto se creen, elaboren y mantengan siempre en el repositorio del proyecto <b>en la nube.</b></p>
<p>Hoy contamos con herramientas para almacenar, compartir y editar los documentos en tiempo real, por parte del equipo y que se pueden sincronizar con su máquina, lo que garantiza mucha mayor agilidad y, sobre todo, seguridad para nuestros proyectos.</p>
<p>Evite mantener y editar documentos localmente. </p>
<h3><b><i>Mindset</i></b></h3>
<p>Una <i>mindset</i> se puede definir como un conjunto de pensamientos y creencias que moldean la forma en la que una persona o grupo de personas se comporta y toma decisiones en diferentes situaciones.</p>
<p>La <i>mindset</i> correcta recibe con los brazos abiertos los desafíos, así como las cosas nuevas y diferentes en nuestra vida.</p>
<p>Las personas con <i>mindset</i> de crecimiento aprenden unas de otras. . Además, reconocen las fallas y los errores como oportunidades para aprender y reconocer sus debilidades, pero siempre se centran en convertirlos en fortalezas.</p>
<p>Defendemos cuatro actitudes y comportamientos que facilitan el desarrollo de la mindset deseada: Enfoque, Trabajo en Equipo, Aprendizaje y Adaptación.</b></p>
<p>La metodología de proyectos de TOTVS debe ser adaptable a cada contexto específico de proyecto y es una herramienta de apoyo a la gestión.</p>
<p><b>¿Aún tienes dudas?</b></p>
<p>Acceda al <a href="https://tdn.totvs.com/display/MD/Help+Central">Centro de ayuda</a> o envíe un correo electrónico a: [email protected]</p>
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Our project methodology was built to be a tool that helps both the customer and the TOTVS team and aims to increase the effectiveness of project management. In the 2.0 version, we integrated two concepts, Traditional and Agile, creating a hybrid methodology, providing predictability and delivering value throughout the project’s life cycle. With that, we simplified the processes to make the delivery of TOTVS services simpler and more agile and to guarantee greater effectiveness for our customers, building loyalty through experience. The TOTVS Project methodology encompasses the groups of tasks related to Project Management, organized into Stages, thus defining a natural flow of how the project will be conducted in a structured and standardized way. The stages guide the deliverables or processes and organized activities. Each phase is closed in a Quality Gate to verify the completeness of the deliverables. |
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<td><a href="#ancora-refinamento">
<b>Refinement</b><br><img class="img-celula" src="https://tdn.totvs.com/download/attachments/650500401/fase2-icon.png?api=v2">
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<td><a href="#ancora-realizacao">
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<td><a href="#ancora-operacao">
<b>Operation</b><br><img class="img-celula" src="https://tdn.totvs.com/download/attachments/650500401/fase4-icon.png?api=v2">
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<p>Addresses the business process, from the project architecture to the service team’s first contact with the customer, after the signature of the proposal.</p>
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<p>This is the most in-depth alignment of needs and expectations, defining the project team and stakeholders, reviewing and confirming the scope, deadlines and strategy in general.</p>
<p>It is also a time for identification/review of risks and technical alignment. The overall organization should include the preliminary project plan and promote a good opening and baseline determination event (version 1).</p>
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| description | 1.5.1 Schedule and Conduct the Project Opening Meeting (Kick-Off) |
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<article class="objetivo">
<h3><b>Objective<<h3><b>Purpose</b></h3>
<p>It is the effective design of the solution to be delivered, reviewing the requirements on the analysis of the “TO BE” processes and eliminating gaps in the scope and/or process.</p>
<p>In this phase the project strategies are refined and the workflows for the next phases are defined. In addition, it is expected that at the end of this phase, the Sprints plan for the construction and testing of the solution will be prepared.</p>
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<h2 class="entregaveis"><b>deliverables & and<span<span class="letraLaranja">Activities</span></b></h3>
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| Title | Project Execution, Monitoring and Control |
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| description | 2.1.2 Ensure Resources Are Assigned to Scheduled Tasks |
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| description | 2.1.5 Organizing Scrum Ceremonies |
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| description | 2.2.1 Process Assessment Workshop |
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| description | 2.2.2 Process Design and Configuration |
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| description | 2.2.3 Analysis of Adherence and GAP's |
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| description | 2.3.1 Execution of the Solution Prototype/Workshop with the Customer |
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| Title | Definition of Test Strategies |
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| Image | https://tdn.totvs.com/download/attachments/650500401/2.4DEFINI%C3%87%C3%83O%20DAS%20ESTRAT%C3%89GIAS%20DE%20TESTE.png?api=v2 |
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| description | 2.5.1 Training Preparation |
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| Title | Definição de Conversão de Dados e Interface |
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| description | 2.6.1 Definition of Data Conversion and Interface |
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| Title | Project Backlog and Sprint and Release Planning |
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| Image | https://tdn.totvs.com/download/attachments/650500401/2.7%20Backlog%20do%20Projeto%20e%20Planejamento%20das%20Sprints%20e%20Releases.png?api=v2 |
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| description | 2.7.1 Project Backlog and Sprint and Release Planning |
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| description | 2.8.1 Phase Closure and Quality Gate Assessment |
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<article class="objetivo">
<h3><b>Objective<<h3><b>Purpose</b></h3>
<p>It is the actual construction on the detailed design approved in the previous phase.</p>
<p>Building and testing is based on Sprints based on the backlog. Preparation of the turnaround plan and integrated testing takes place at this stage.</p>
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| Title | Project Execution, Monitoring and Control |
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| description | 3.2.2 Order / Customization Development |
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<h3><b>Objective</b></h3>
<p>It is the execution of activities for entry into production and the Monitoring or Assisted Operation period of the system right after the official disclosure of GO LIVE!</p>
<p>Customer orientation procedures must also be carried out, such as working with the official TOTVS Support channels, updating the Relationship team and recording in an organized manner all lessons learned (which have not yet been recorded).</p>
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<h3><b>Templates and Accelerators</b></h3>
<p>All updated Methodology templates are available at <a href="https://tdn.totvs.com/display/MD/Guia+de+Templates+da+MIT+Digital">Templates Guide</a>, where you can also find all the usage guidelines.</p>
<p>Remember to always use updated templates and with the current visual identity.</p>
<p>Project Accelerators can be found and shared on the project portal Service Framework Accelerators.</p>
<h3><b>Project Repository</b></h3>
<p>It is essential that project documents are created, prepared and always kept in the project repository <b>in the cloud</b></p>
<p>Today we have tools for storing, sharing and editing documents in real time by the team and that can be synchronized with your machine, this guarantees much more agility and especially security for our projects. </p>
<p>Avoid maintaining and editing documents locally.</p>
<h3><b><i>Mindset</i></b></h3>
<p>A <i>mindset</i> can be defined as a set of thoughts and beliefs that shape the way in which a person or group of people behaves and makes decisions in different situations.</p>
<p>The right <i>mindset</i> welcomes challenges as well as new and different things in our lives.</p>
<p>People with a growing <i>mindset</i> learn from each other. Furthermore, they recognize failures and mistakes as opportunities to learn and recognize their weaknesses, but are always focused on turning them into strengths.</p>
<p>We defend four attitudes and behaviors that facilitate the development of the desired mindset: <b>Focus, Teamwork, Learning and Adaptation.</b></p>
<p>TOTVS' project methodology must be adaptable to each specific project context and is a management support tool.</p>
<p><b>Still have questions?</b></p>
<p>Go to <a href="https://tdn.totvs.com/display/MD/Central+de+Ajuda">Central de Ajuda</a> or send an email to:
[email protected]
</p>
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