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Dos and Don’ts of System Implementation. Session 23 W Scott Erwin, Sr., CGFM, CRA Director – OSP, Texas State University – San Marcos Dianne Bozler President, ERA Software Systems. Implementation Phases. Phase I Project Plans Process Analysis Phase II Software Installation - PowerPoint PPT Presentation
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Session 23W Scott Erwin, Sr., CGFM, CRA
Director – OSP, Texas State University – San Marcos
Dianne BozlerPresident, ERA Software Systems
Dos and Don’ts of System Implementation
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Implementation Phases
Phase I Project Plans Process Analysis
Phase II Software Installation Interface Definition
Phase III Load Legacy (if desired) Data
Phase IV Training Change Management and Preparation for Roll-Out
Go-Live
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Key Success Factors
Dedicated Resources Advocates from Management Communication Strategy Internal Project Plan IT Support and Involvement Trained Local Experts Using the software “off the shelf” before
requesting customizations
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Installation
Process of moving from old system to new system
Conversion of data must be planned Four approaches to installation
Direct (Big Bang) Parallel Installation Single Location Installation Phased Installation
Direct Installation
Parallel Installation
Single Location Installation
Phased Installation
Which way is best?
Is implementation a success?
Is the system used? 1. 2. 3. 4. 5. 6.
Is the user satisfied?
Factors influencing implementation success
User’s personal stake System characteristics User demographics Organizational support Performance Satisfaction Political …
System Documentation
Detailed information about a system’s design specs, its internal workings, and its functionality
User Documentation
Written or visual information about an application system, how it works, and how to use it.
What Makes Good Documentation?
Contains an overview, index, getting started instructions, I.e. – very structured
Describes functionalities Contains task-based documentation
“How to’s…” Frequently Asked Questions Messages & their meanings
Training the end-users
What do users want? Training early on Training manual Straightforward teaching techniques
1. 2. 3.
Training Methodologies
Instructor Led One-on-One User-Led External sources
Common Training Methods
Tutorial - one person at a time Courses - several people at a time Computer-aided instruction Interactive training manuals - cmbo of
tutorials and CAI Resident expert Software help components External sources (vendors)
Supporting the End-user
Information Center / Help desk Automating support Resident expert Other things to consider:
Providing recovery and backup Disaster recovery PC maintenance
Guess What
Despite good planning and perfect execution,
Things can and will go wrong
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Key
•The key when things go wrong, is how you and your team respond•Don’t play the blame game•Notify interested parties that there is a problem and you are working a resolution •How you respond is pivotal in how the implementation will be viewed and accepted across campus (for years to come).
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Thank You
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If you have any additional questions, please contact us.
W Scott Erwin, Sr., CGFM, CRADirector – OSP, Texas State University – San Marcos
Dianne BozlerPresident, ERA Software [email protected]
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