Task 1: Initiating and Planning the Project
Course: Financial Management for IT Professionals — C783
Date: 08/10/2024
,Initiating Process
A. Describe the initiating process for the data migration project, which uses
a traditional methodology, by doing the following:
1. Discuss the purpose of a project charter.
The purpose of a project charter is “so the project team knows why this
project matters, where the team is headed and what the project
objective is” (Project, 2017). There are project parameters that are
required to be adhered to and utilizing a project charter will keep the
team focus and within the project boundaries. Merrilton Robotics is
looking to migrate their data center functionality to the cloud. This
directive must be completed within six months with a maximum
budget of $2 million. The awarded Managed Service Provider (MSP)
must also store all data onshore due to compliance concerns. The
project charter will provide a clear path or vision for the project, how it
benefits Merrilton and how the MSP team and the Merrilton IT team will
be working together to complete the project including ground rules.
2. Develop a project charter for the cloud data migration project in the
scenario.
, Merrilton Robotics Project Charter
Project No.: 8675309 Date Charted: 8/10/2024
Merrilton Robotics Data Migration
Problem Statement Goal Statement
As it stands today, Merrilton’s Data Center is housed at the
company’s facility in Houston, TX. The current capacity of
the infrastructure cannot be increased. The IT department
Our goal for this project is to increase infrastructure capacity
does not have the required expertise, resources or
to allow the company to continue to grow.
capacities to properly address the regulatory mandates or
respond to cyber security threats or internal auditing
requirements.
Project Leader Project Approach
Melissa Rosario Traditional (predictive) methodology
Project Team Risks, Constraints & Assumptions
Name Role
John Smith Project Manager Risks
Very tight 6 month timeline to complete migration and ensure proper
Sarah Jones IT Manager testing and decommision of existing data center infrastructure.
Potential for not making deadline.
David Tooey Quality Assurance Constraints
All migrations must be done during maintenance windows and done
department by department. Each migration must adhere to all
security and government regulations throughout the entirty of the
Kent Scandrett Risk Management
project with no loss of data, corruption or security breaches.
Maintenance windows only occur once to two times a week for a 4
hour timeframe.
Gina Rogers Security Consultant Assumptions
Merrilton is assuming that the MSP vendor selected is able to stay
within budget and complete the migration with the given risks and
constraints. In addition, there is the assumption that the MSP has the
Michelle Espadas Chief Engineer
necessary knowledge that the Merrilton IT team doesn't currently
have for the process and maintenance of the new cloud
infrastructure.
Scope Deliverables
As Merrilton Robotics continues to grow, so will the need for data
Increase in storage capacity
storage, maintenance and retrieval.
The use of a third-party Managed Service Provider (MSP) will allow Ease of information access
Merrilton to abide by government regulations, allow for future Governement regulations followed
growth and have the technical knowledge the team currently doesn’t Security standards met
have access to today.
Start Date Estimate Completion Date
10/1/2024 4/1/2025
Milestones 1 2 3 4 5
Determine all
Breakdown Migrate each
infrastructure
Description: components per department to the Testing Complete Migration
components to be
department cloud
moved
Date: 10/1/2024 11/1/2024 1/1/2025 3/1/2025 4/1/2025
Signatures - The signatures of the people below document approval of the formal Project Charter
Signature Date
Project leader: Melissa Rosario
Sponsor: Charlie Reifsteck
Course: Financial Management for IT Professionals — C783
Date: 08/10/2024
,Initiating Process
A. Describe the initiating process for the data migration project, which uses
a traditional methodology, by doing the following:
1. Discuss the purpose of a project charter.
The purpose of a project charter is “so the project team knows why this
project matters, where the team is headed and what the project
objective is” (Project, 2017). There are project parameters that are
required to be adhered to and utilizing a project charter will keep the
team focus and within the project boundaries. Merrilton Robotics is
looking to migrate their data center functionality to the cloud. This
directive must be completed within six months with a maximum
budget of $2 million. The awarded Managed Service Provider (MSP)
must also store all data onshore due to compliance concerns. The
project charter will provide a clear path or vision for the project, how it
benefits Merrilton and how the MSP team and the Merrilton IT team will
be working together to complete the project including ground rules.
2. Develop a project charter for the cloud data migration project in the
scenario.
, Merrilton Robotics Project Charter
Project No.: 8675309 Date Charted: 8/10/2024
Merrilton Robotics Data Migration
Problem Statement Goal Statement
As it stands today, Merrilton’s Data Center is housed at the
company’s facility in Houston, TX. The current capacity of
the infrastructure cannot be increased. The IT department
Our goal for this project is to increase infrastructure capacity
does not have the required expertise, resources or
to allow the company to continue to grow.
capacities to properly address the regulatory mandates or
respond to cyber security threats or internal auditing
requirements.
Project Leader Project Approach
Melissa Rosario Traditional (predictive) methodology
Project Team Risks, Constraints & Assumptions
Name Role
John Smith Project Manager Risks
Very tight 6 month timeline to complete migration and ensure proper
Sarah Jones IT Manager testing and decommision of existing data center infrastructure.
Potential for not making deadline.
David Tooey Quality Assurance Constraints
All migrations must be done during maintenance windows and done
department by department. Each migration must adhere to all
security and government regulations throughout the entirty of the
Kent Scandrett Risk Management
project with no loss of data, corruption or security breaches.
Maintenance windows only occur once to two times a week for a 4
hour timeframe.
Gina Rogers Security Consultant Assumptions
Merrilton is assuming that the MSP vendor selected is able to stay
within budget and complete the migration with the given risks and
constraints. In addition, there is the assumption that the MSP has the
Michelle Espadas Chief Engineer
necessary knowledge that the Merrilton IT team doesn't currently
have for the process and maintenance of the new cloud
infrastructure.
Scope Deliverables
As Merrilton Robotics continues to grow, so will the need for data
Increase in storage capacity
storage, maintenance and retrieval.
The use of a third-party Managed Service Provider (MSP) will allow Ease of information access
Merrilton to abide by government regulations, allow for future Governement regulations followed
growth and have the technical knowledge the team currently doesn’t Security standards met
have access to today.
Start Date Estimate Completion Date
10/1/2024 4/1/2025
Milestones 1 2 3 4 5
Determine all
Breakdown Migrate each
infrastructure
Description: components per department to the Testing Complete Migration
components to be
department cloud
moved
Date: 10/1/2024 11/1/2024 1/1/2025 3/1/2025 4/1/2025
Signatures - The signatures of the people below document approval of the formal Project Charter
Signature Date
Project leader: Melissa Rosario
Sponsor: Charlie Reifsteck
