A Successful ERP Implementation Journey

7/28/2019 A Successful ERP Implementation Journey

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NorthEast Regional Council

The Institute of Management Accountants

Saturday, January 28, 2012

Bryant University


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A Journey

into a SuccessfulERP Implementation


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Whats the Patients Condition?

How is your Current ERP System

performing?

Interview Key Users

What are the pain points?

Is every day a challenge

Is your current system so impeded that a

pencil and piece of worksheet paper make a

good alternative

Has your system vendor stopped its support


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Is data easily retrieved when needed?

How are the reports do they meet todays

information needs?

Are reporting items not being met? Being met with a great deal of pain

Being met but only with the merging of several

systems output

Being met easily and without delay


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What is Senior Managements Opinion

of the current systems?

Is there BUY IN by Sr. Management toward

the replacement of the current system? Is there commitment to support a long-term

project with substantial investment

requirements?

Will they provide the needed support both

financial and staff to make the project a go?


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Quantify the findings with a study

Third party help is a must (IBM, PwC, etc)

The results will surprise you

Share the results with management

Commit to a Project

Give the project its own identity

Give it a presence at the office/campus/plant Share the news throughout the organization


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A Journey

into a SuccessfulERP Implementation


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To Buy or To Build?

In most cases its not even a question.

Interviewing the Developers

Can you provide a solution?

How long to get to production?

Can you provide a long-term solution?

What will it cost us?

Are there alternatives?


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So youve decided to buy!

Interviewing the players

General Sessions by Team

Show me where it hurts

Create an inventory of current systemproblems and questions

Its RFP Time

Who do you recommend that we contact Who can most readily meet or needs in a

system implementation?


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Parading the Vendors

Open meetings with lots of players

Video record the presentations for later use

No question is a bad question

See the demos, ask how the demo fits into

your world.

Will their system meet our needs? Watch out for vendor hype Remember you

are talking with the sales and marketing staff


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Review the meeting data

Score the vendors

Get Sr. Management Input

Select the 1

st

and 2

nd

place winners

Negotiate the deal


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You now own an ERP

System What comes next?

Find a reputable implementation partner. Interview consultants with prior experience

Build a team of system specialist

Build your internal team of players Seek the best your company can offer

Get the experienced staff on the team

Exploit the knowledge base in house first

Go outside only after all quality internal candidates

have been considered. Know what you are buying

Offer Incentives to encourage staff to succeed


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BLUEPRINT

S

Process

Design

Definition


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Blueprints for the future


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Formulate and document

Write a narrative of what needs to occur

Assign roles to specific functions

Draw a process flow

Indicate intervals that are supported by the

system already

Indicate where development will be required


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2.1.4 Retirement of an Asset (Moveable Equipment)

Step # Department/Role Description of Process Step

1 Department Submitter Completes an on-line asset retirement form.

2 Property Accountant The Property Accountant reviews the retirement form to

determine if it is completed correctly.

2a Property Accountant If the form is completed correctly, the Property Accountant

performs a retirement transaction in the system.

2b Property Accountant If the form is not correctly completed, it is returned to the

Department Submitter at step #1.

3 Property Accountant Runs standard report to validate that the asset has been

successfully retired.


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Process Design Definition

What is it?

How does the PDD support the

process?

Share the outcome with

Users of data Applications of Process

Management Discuss what is needed

Leadership Share what will happen

Live presentation and seek acceptance


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Process Design Definition

What areas will require development

System Enhancements

System Modifications

Customized Reporting Needs

Sources of information

Query tools

Business Warehouse data resources Needs of information users

Copyright the data gathered


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Configuration

Design

Document

REALIZATI

ON


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Realization

Configuration

Provide the necessary framework

Establish key processes

Establish the rules

Document, Document, Document

Most lengthy phase of the install

Develop processes Refine approaches


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Where are the black holes?

Testing, Testing, Testing

Unit testing by developers and SMEs

Quality Assurance Testing with end users

viewing the process QA-2 Users at the keyboard

UAT User Acceptance Testing


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ROADMAP

FOR USERS

Business

Process

Profile


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Roadmap for Users

Detailed step by step instructions

Document every transaction

Tips and Tricks

How to pictures

COification of the trxns.

Value of BPPAt the desk resource

Step by Step


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Educate the Users

Training the Users

Work Instructions

Live Classes

Hands on computer labs

OJT


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Post Go Live Support

Develop Reporting

Addressed Specialized Needs

Support Packs and Beyond


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THANK YOU

Documents

A Successful ERP Implementation Journey