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ERP Template Rollouts to China
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Joerg HEILGuangzhou, 2013.10.17
Agenda
• About us• local ERP solutions vs. SAP• Rollout definition• Rollout strategies• Local requirements• Project plan• Success factors / Lessons learned
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About ushartung:consult @ worldwide
• Berlin
• Shanghai
• Beijing
• Chengdu
• Singapore
• Kuala Lumpur
• Kerala
• San Jose
• Team:• > 300 employees worldwide covering all SAP modules & products• > 20 years international experience• Cross-cultural company identity • Close cooperation between locations
About ushartung:consult @ China
• Wholly Foreign Owned Enterprise (WFOE)• Founded 1995 in Shanghai• First local Partner of SAP China• Subsidiaries in Beijing and Chengdu• About 100 consultants• More than 600 projects for over 300 customers• Enjoys a very high customer loyalty
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About usSAP services
• SAP Rollout• SAP Implementation• SAP Training• SAP Technical Support• SAP Helpdesk / AMS• SAP Consulting• Business Consulting / Coaching
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Agenda
• About us• local ERP solutions vs. SAP• Rollout definition• Rollout strategies• Local requirements• Project plan• Success factors / Lessons learned
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Local ERP Solutions vs. SAPKingdee / Yonyou
• Main local competitors in China are Yonyou and Kingdee• Kingdee
• Product K/3• Implementation in few weeks
• Yonyou (formerly Ufida)• Product NC / U9• Can be implemented in a few days
• Both solutions provide simple but good functionalities• Sufficient as a local FI solution
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Local ERP Solutions vs. SAPSAP
• SAP ERP• Integration of Modules and Processes• Integration of Master data• Reduction of Interfaces• Highly Customizable• Source code readable / modifiable• Standard software
• SAP Business One• Simple stand alone system• Without add-on for companies without production / or with just
simple assembly
• SAP By Design• Hosted solution (servers in Germany)• Highly integrated processes• Not very customizable 8
Agenda
• About us• local ERP solutions vs. SAP• Rollout definition• Rollout strategies• Local requirements• Project plan• Success factors / Lessons learned
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Rollout definitionERP Rollout
• An existing ERP system is used as a reference
• Processes and Business models are similar
• Different concepts:• Central system (all countries in one server)• Regional system• Local system (own server either locally or
remotely)
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Agenda
• About us• local ERP solutions vs. SAP• Rollout definition• Rollout strategies• Local requirements• Project plan• Success factors / Lessons learned
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Rollout strategiesclose vs. independent approach
• Very close to template• Only legal requirements are modified• Often used for greenfield projects• Processes are introduced rather than a system
• Very independent implementation• Template is only used as a suggestion• Often used for companies which operate in China for more
than a few years• Processes are very difficult to change once they have been
established
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Rollout strategiesFlexible approach
• Flexible approach• Template is used whenever possible and useful• Many discussions are necessary• Differentiate between processes and report• Minimize deltas by charging for them• Key-user training should focus on template
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Agenda
• About us• local ERP solutions vs. SAP• Rollout definition• Rollout strategies• Local requirements• Project plan• Success factors / Lessons learned
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Local requirementsTechnical requirements
• Server location• Server has not to be located in China• Availability• Security• Support
• Unicode• Unicode for systems with Chinese language• Migration to Unicode might take several months
• Printing• Especially important for high-volume and matrix printing
• Other requirements• Enhancement package (at least ERP 6 EHP 4)• New General Ledger
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Local requirementsFinancial requirements
• System Approval• Required reports (e.g. cash flow statement, balance sheet)• Chinese language• Chinese manual• Parallel run of systems
• Chart of Accounts• E-banking• Asset Accounting
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Local requirementsLogistic requirements
• Material Management• Bonded Warehouse
• Sales & Distribution• Golden Tax Interface• Samples
• Human Capital Management
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Local requirementsNon-legal requirements
• Processes in China often more flexible• Legacy systems are very simple and might be just
Excel based• Departments work in general more independent from
others
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Agenda
• About us• local ERP solutions vs. SAP• Rollout definition• Rollout strategies• Local requirements• Project plan• Success factors / Lessons learned
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Project PlanPreparation
• Preparation (about 1 week)• Data cleansing (should start as early as possible)• Project Plan• Project Team• Key-user Training• Factory Game
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Project PlanBusiness Training – “Factory”
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hartung:consulth:c asia
Project PlanBusiness Blueprint
• Business Blueprint (about 1-2 months)• Template introduction• As-Is Analysis• Gaps• Business Blueprint• Confirmation of Business Blueprint
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Project PlanRealization / Go-Live Preparation
• Realization (about 1-2 months)• Customizing• Authorizations• Unit Test• Integration Test
• Go-Live Preparation (about 1 months)• Documentation• Training• Data Upload
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Project PlanGo-Live
• Go-Live (about 1 months)• Cut-over• Support• 1st month-end-closing
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Agenda
• About us• local ERP solutions vs. SAP• Rollout definition• Rollout strategies• Local requirements• Project plan• Success factors / Lessons learned
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Success Factors / Lessons learned
• Approach• All-you-can-eat• Flat Sharing
• Master data collection / cleansing should start as early as possible
• Fluctuation• Acceptance of system• Avoid by-passing of system• Strong support directly after go-live• Select the right team• Decision making.
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Success Factors / Lessons learned
• Change management• An ERP Rollout is not a technology project
• ERP Rollouts in China are generally very successful compared with ERP implementations in the headquarter.
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Thank you!
con
sulthartung:consult
韩昀凯
Joerg Heil总经理
General Manager
哈通咨询哈通咨询哈通咨询哈通咨询((((上海上海上海上海))))有限公司有限公司有限公司有限公司
上海市北京西路1701号静安中华大厦2302室邮编: 200040电话: 021-6288 3010传真: 021-6288 3007网址: www.hartung.com.cn邮件: [email protected]
hartung:consult2302,JingAn China Tower1701, Beijing Rd. (W)Shanghai 200040Tel.: +86-21-6288 3010Fax: +86-21-6288 3007Web: www.hartung.com.cnE-mail: [email protected]
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