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Hach IIM WIMS Implementation

Services are provided by the Hach IIM Project Team to ensure a successful implementation.  The implementation provides a solid foundation and allows our customers to hit the ground running.  A project manager will be assigned who, together with the customer, will complete the implementation. Training is provided where the customer will be taught system basics and how to setup additional forms, reports, parameters, calculations, and graphs.  If the customer requires additional services or training they can be purchased at any time.  

Typical Project Implementation Plan (a specific plan will be developed for your project, the following is an example):

Prior to order

Prior to finalizing your order, you will receive a Request For Information (RFI) document from your Hach Regional Sales Manager. This document will serve to help Hach develop an accurate Scope of Work so that you receive the services required to make sure your WIMS solution functions as expected.

Project Startup

  • The team will review your RFI/order , develop a detailed Scope of Work (SOW), and assign a project manager. The SOW lists the project deliverables (i.e. reports, forms to be created, etc..) and activities required by each party. The customer will be sent the SOW and both the Project Manager and customer will be required to sign before project can continue. At that time you will be contacted to schedule the Project Kickoff meeting and services. Typically projects are completed within 6-10 weeks of order depending on Scope of Work, availability of personnel, your responsiveness to requests for infomation, access to stakeholders, complexity of project, etc...  

  • An IT Prep document that outlines the steps necessary to get the WIMS system operational from an IT standpoint.  Depending on your particular WIMS you will receive one of the following IT Prep documents:

Project kickoff meeting

The Hach Project Manager will conduct detailed review of Scope of Work (SOW) with client(s) to ensure alignment on all details. Meeting will include: 

    • Line item review of this SOW document
    • Line item review of RFI worksheet 
    • Review of client's desired reports (including calculations)
    • Review of project schedule 
    • Explanation of Key Performance Indicators (KPIs) Form (to be returned within 3 business days) 
    • Explanation of WIMS Security Planning Form (to be returned within 3 business days).  
    • Instructions on where to find the documentation on the WIMS DVD including the WIMS training guide,Hach WIMS admin guide, etc...

Initial Database Setup

The Hach Project Manager will create a database based on locations/parameters identified in the client-completed “Request for Information” (RFI).

Database Review

The Hach Project Manager will host web meeting with client to review database. Client will finalize Key Performance Indicators (KPIs) for use in dashboards and reports.

Database Setup

Based on meetings, RFI, and Process Questionnaire your Project Manager will setup the WIMS variables (parameters), calculations will be identified, basic formulas will be setup, and permit limits entered.

Regulatory Report Setup

The regulatory reports identified in the SOW will be created and configured to your specific system.  

Database Review

The Hach Project Manager will host web meeting with client to review database. Client will finalize Key Performance Indicators (KPIs) for use in dashboards and reports.

Database Setup

The Hach Project Manager will set up parameters, formulas, and permit limits as agreed in prior meetings. 

Initial Regulatory Report Setup

The Hach Project Manager will complete initial set up of regulatory reports (i.e. DMR, eDMR, SWTR, DBR reports etc...)  that was agreed upon in the SOW.  

Database Review

Web Meeting with client to review database and verify it is ready for delivery to client.  Edits made to database based on review.

Database and Variable List Clean Up

The Hach Project Manager will modify database based on client database review discussion. Variable list will be verified and approved by client.

Calculation Setup

Web Meetings will be setup to work with the client to setup/test site specific calculations such as F/M ratio, MCRT, CT, and chemical dosage calculations.   Note: basic formulas (loadings, monthly averages, etc…) will be setup by the Project Manager during Database Setup.  Users will be trained on how to finish calculation setup (if required) during training. 

Basic Form and Report Development

KPI reports and basic Data Entry Form Setup identified in the SOW will be created and configured to your specific system.  Deliverables typically include the following:

  • Standard format monthly KPI report 
  • KPI graph set
  • Standard format yearly summary KPI report 
  • Predefined dashboard with user defined KPI's
  • Standard Monthly Data Entry Forms for all parameters

Test Data Entry/Regulatory Report Testing

The Hach Project Manager will enter a small subset of real data from client's existing data (Excel Sheets, Paper forms, etc…) in order to test data entry forms and reports.

Finalized Database Setup

The Hach Project Manager will host 1-hour web meeting with client to review finalized database, calculations, reports, forms, and verify they are ready for delivery. Project Manager will make edits to the database if needed based on the review.

Remote Basic Install Assistance

Via Web Meeting – Working with your staff (IT, plant personnel, etc…) we will step you through the install of Hach WIMS on a server and 1 client.  Instructions on how to install on other clients will be delivered.  This step is required for both remote and on-site project delivery and MUST be done prior to on-site startup/training.

Remote Basic Interface Install Assistance

Via Web Meeting – Working with your staff (SCADA expert, LIMS admin, IT, plant personnel, etc…) we will step you through the install of Hach WIMS interfaces.  The goal of this step is to install the interface and identify any issues (drivers, local customizations to the source system, security, etc...) so we can have the right team in place to solve the issues in the next step.

Interface Setup and Configuration

Typically done on-site (in conjunction with training), we will cross reference ten (10) variables to their corresponding source data (i.e. SCADA Tags, LIMS Results) showing you best practices in handling totalizers, midnight resets, data qualifiers, etc...  Training on interface basics and troubleshooting will be provided.

Training (On-Site)

  • Installation Review and System checkout
  • 1½ days of training covering:
  • Basic User – How to use WIMS focusing on day-to-day operation including entering data, running reports, and graphing data.
  • Power User – How to get more out of WIMS including Report and Form Design, Calculation setup, understanding security, etc…
  • Admin Training – Covering system architecture, backup, security setup, troubleshooting services and interfaces.

Training and Admin Guides will be provided: One (1) printed version and electronic copies.

Final Project Signoff

Upon completion of the project, the Project Manager will review the SOW with the client and get final project approval.  Customer will enter into the Hach IIM Support program (one year from date of software purchase is included in initial purchase).

 

Sample Deliverables

An organized variable/parameter list:

 

 

Regulatory reports (or eReports) as specified in the Scope of Work:
 

Dashboard with Key Performance Indicator Data and shortcuts to your data entry forms, reports and graphs:

 


Key Performance Indicator Reports:

 


Data Entry Forms to enter/review/approve all your data:
 


Additional Custom Data Entry Form/Benchsheet can be provided at additional cost.

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IIM Services Training Syllabus.docx
Hach IIM WIMS Implementation Plan.docx

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Created on 7/20/2011 4:41 PM.
Last Modified on 8/11/2015 1:35 PM.
Last Modified by Scott Dorner.
Article has been viewed 15280 times.
Rated 5 out of 10 based on 5 votes.
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