ISpec presentation. A revolution in Tender, Bid and Contract Management Systems Company background

iSpec presentation

A revolution in Tender, Bid and Contract Management Systems

Company background


Our solutions

Remy InfoSource

• iSpec (Tender, Bid and Contract Management)

• iTech (Artificial Intelligence Diagnostics)

• ICAM (Equipment Logistics System)


Some of our customers

Remy InfoSource

• Siemens (MagLev)

• HPH (no2 in ports)

• DP World (no3 in ports)

• SABMiller (no2 in beer)

• Bermuda Government


The issues


6

The dilemma

Large CAPEX projects

• Complexity. • Decisions made, technical problems solved, financing requirements

assessed, supplier capacities evaluated, legal issues addressed.

• Not even the smallest detail can be overlooked.

• Multiple stakeholders. • Aligning the many functional stakeholders typically involved in large capex

projects is a major task. Finance, procurement, legal and engineering all consider different issues.

• Interfaces. • The combination of functional and international stakeholders and different

segments and procurement packages requires well-managed interfaces. Good communication/collaboration is essential.


7

Typical CAPEX project management

Document Document managemenmanagemen

t systemt system

Project Project managemenmanagemen

t systemt system

Microsoft Microsoft officeoffice

Outlook/Outlook/exchange exchange

serverserver

Contract Contract managemenmanagemen

t systemt system Workflow Workflow systemsystem

Quality Quality assurance/inassurance/in

spectionsspections

e-Sourcing e-Sourcing systemsystem

Many systems involved - duplication of data/effort


Where how why when?

The result

• Project information is scattered on computers and in documents throughout multiple organisations and in multiple systems

• Missing/outdated documents

• No Accountability

• Difficult to audit

• No control/authorisation

• No transparency

• High risk

• Many disputes


9

Filling the gaps

Tech Spec Manageme

nt

Planning systems

Evaluation

MRP

Inventory Manageme

nt

Quality Manageme

nt

Invoice processing

Goods receiving

Approval

Purchase order

PaymentRequisition

Internal business

requirement

Reporting

Contract implement

ed

Contract draft and

review

Negotiation

Sourcing RFx

External info

gathering

Transactional Processing

Strategic Sourcing

Trials & Supplier

Accreditation iSpec

Typical ERP

/eTendering system

Item based procurement - SKUs


Pressure (time and resources)

Reality• Insufficient resources• Time constraints• Skills shortages• Sequential document

access (long lead time)• Bad collaboration• Geographically

dispersed data and stakeholders

Reality• Incomplete bids• Manual processes• Data mining• Comparative reports• Evaluation• Massive paper/email

trail• Time constraints

Reality• Many design reviews• Many change requests• Many disputes• No proper audit trail• Cost overruns• Much time spent

resolving issues• Delays


11

Typical intangible risks

Risk management

• Knowledge risk (poor access to information/skills)

• Relationship risk (poor collaboration)

• Process-engagement risk (poor procedural compliance and no transparency)

Intangible risk has a 100% probability of occurring but is ignored by the organisation due to a lack of identification ability. It directly reduces the productivity of knowledge workers, decreases cost effectiveness, profitability, service, quality, reputation, brand value, and earnings quality.


12

SKU based procurement

Total Cost of Ownership(TCO)

• Inadequate evaluation methods

• Cost implications beyond the sourcing phase not considered/handled

• No consideration of costs external to contract

• No life-cycle approach


The Solution


14

The solution

• Web based solution• Requires only a browser

• Fewer support issues

• Global access• Role-based access

• Full security

• Manages integrated process• Master library

• Tender creation/publication

• Vendor response

• Evaluation and negotiation

• Contract management

• Quality Assurance


15

iSpec - A-in-1/OTS - fully integrated

ToolsTools Doc MgtDoc Mgt QAQA

WorkfloWorkflow/w/

ApprovaApprovalsls

Proj MgtProj Mgt e-e-SourceSource

Contract Contract mgtmgt

MessagiMessagingng DocsDocs RemindeReminde

rsrs

iSpeciSpec ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔

Doc MgtDoc Mgt ✔ ✔

QA/inspectionsQA/inspections ✔

Workflow/Workflow/ApprovalsApprovals ✔ ✔

ERPERP ✔

Contract mgtContract mgt ✔

OutlookOutlook ✔ ✔ ✔

OfficeOffice ✔

Proj Mgt.Proj Mgt. ✔ ✔

Initial request through sourcing, contract management and QA


16

Technical/Engineering• Specifications• QA• Project management• Technical evaluations Only 1 copy of each document

Centralised control, global access

• Only 1 copy - the right one• Global role-based access

• Concurrent editing

• Version control (audit trail)

• Complete contextual audit trail• All email collaborations

• All negotiations

• All vendor responses

• All clarifications

• Contract amendments

• Approvals

• By whom, when, from whereManagement• Approvals• Overview• Programme mgt• KPI

Procurement/legal• Agreement• Terms and conditions• Health and safety• Financials• Vendor KPI• Approvals• Commercial evaluations

Vendors• Bid submissions• Clarifications• Change requests• Delivery tracking


17

The solution

• Help file

• Training videos

• Wizards on every screen


The Solution


Current method

Master documents

• Control

• Authority

• Audit trail

• Outdated documents

• Missing documents


Create master set

Create a template

• Add template

• Add documents that form part of master set


Adjust document settings

Create a template

• Add new content

• Add content from library

• Only certain items are editable


Requirement/response settings

Create a template

• What are requirements?• Delivery dates

• How will responses be scored

• What response is expected?• Delivery dates

• Prices

• Product data

• Responses to questions


Audit trail

Audit trail - version tracking

• All changes recorded:• By whom

• When

• Compare

• Roll back


Dedicate resources

Creation of Master Library

• Remy service• Develop specification for library

• Configuration of library

• Creation of master documents

• Vendor response settings


The Solution


Current method

Issues for tender preparation

• Correct documents

• Procedural compliance

• Lead times

• Geographically distributed project team

• Audit trail


User login

User login

• Login takes user to My Workspace

• Lists all outstanding tasks

• Gets daily email with similar summary


Create a new tender

Add a tender

• Set basic options• Publication dates

• Type - RFx

• Currency

• Business Unit


Overview

Prepare tender

• Dates

• Status

• Reports

• Open and completed tasks


Tender preparation phase

Prepare tender

• Documents copied from master template

• Documents requiring attention have alert icons

• Select project team and roles

• Select vendors to invite


Document preparation

Prepare tender

• Only items with pencils require editing

• Other headings are pre-approved and cannot be changed

• Less work - less checking


Preparation

Prepare tender

• Orange pencils turn green as items are completed

• Select options as set up in template - no editing required

• Import BOQ from Excel


Attachments

Upload attachments/addenda

• Upload multiple documents at a time

• Attach drawings, pictures, documents, spreadsheets, etc.


Concurrent document access

Team works simultaneously

• Multiple users can access document simultaneously from different geographic locations

• All changes are recorded


Vendors

Vendor management

• Register

• Assign to Groups• Panels

• Trades


Dedicate resources

Creation of Tenders

• Remy service• Create and prepare tender

• Customer review and approval

• Remy help desk support


The Solution


Current method

Approval issues

• Ensure correct approvals

• Lead times (availability of approvers)

• Avoid unauthorised changes after approval


Approvals

Obtain approval

• Approvals can only start once all pencils are green

• It is impossible to publish an incomplete document

• Once approval starts all documents are frozen


The Solution


Current method

Vendor response issues

• Incomplete submissions

• Different formats

• Difficult data mining

• Unnecessary marketing material

• Administration of clarifications and communications


Vendor login

Vendor login

• Login takes vendor to My Workspace

• Lists all outstanding tasks

• Gets daily email with similar summary

• Wizard for guidance


Vendor online submission

Prepare bid and submit

• Vendor sees same basic overview

• Control panel for submitting/withdrawing bid

• Documents with alerts


Vendor response


• Red items require attention

• Vendor response for each item is specified and simple• Delivery dates

• Prices

• Compliance

• Documentation


Clarifications

Clarifications - Audit trail

• All correspondence is recorded in iSpec automatically linked to the heading it relates to

• Creates comprehensive audit trail


Addenda/clarifications

Modifications/addenda

• Messages/addenda can be sent to one or all vendors

• Part of audit trail


Response validation

• Vendor cannot submit bid unless all items have been completed



The Solution


Approval status

Open bids

• Track and expedite approvals


The Solution


Current method

Evaluation issues

• Incomplete submissions

• Different formats

• Difficult data mining• Pricing comparison

• Non-compliant items

• Different evaluation scenarios• Technical

• Commercial


Bid evaluation

Compare pricing

• One click pricing comparison

• No data mining required


Compliance


Non-compliance details


Score and negotiate

Evaluate and negotiate

• Enter technical & commercial scores

• Accept or negotiate


Evaluate


Negotiation progress


Final contract

• Prepare final version online

• Electronic version should be legally binding

• Option to print and sign

Sign the contract


The Solution


Current method

Contract management issues

• What about contract management?

• Project management

• Variation orders

• Tracking delivery

• Vendor performance

• Forget crucial milestones and follow up


Resource planning

Project planning

• Generate project plan containing• Deliverables

• Milestones

• Use as basis for project planning

• MS Project or Primavera


Vendor delivery

Delivery tracking

• Automated reminders

• Vendor reports delivery• Uploads certificates

• Manuals

• Delivery notes

• Customer verifies


Vendor delivery performance

Delivery schedule

• Track and compare:• Original request

• Agreed per contract

• Actual delivery dates

• Calculate penalties


Contract management

• Send email from iSpec

• Customer gets mail

Vendor raises issue


Contract management

• Mark item as read

• Change contract text

Customer sees issue


Contract management

• Content change is highlighted

• Email sent to vendor to accept

Revision is made


Contract management

• Vendor can view revision details and accept

Vendor accepts revision


Contract management

• Manage other revisions• Pricing

• Delivery date

• Units

Other revisions


Capture MRO data

MRO spares data

• Enter spares data

• Validate

• Interface to ELS (Equipment logistic systems)


QA

Quality assurance

• Monitoring of status of the works• Checklists of outstanding/faulty

items

• Acceptance tests/inspections

• Performance testing

• Certifications

• Consolidating this information into reports


Inspection items

Ad-hoc inspections

• Create inspection items

• Attach inspection records to specific items or as general issues


Inspection items

Ad-hoc inspections

• Take pictures of issues and faults

• Track correction

• Attach to milestones


73

Work packages as sub-tenders

Main & sub-tenders

• Large project contains separate work packages• Civil works

• Utilities

• Security

• Process control

• Plant

• Work packages can be published/awarded separately

• Roll up overview for evaluation• Automatically generate separate

contracts

• Manage them


iSpec

Improvement• Standardised approach• Enforced procedural

compliance• Easy collaboration

amongst stakeholders• Proper audit trail• Concurrent document

access• Improved productivity

Do it right Reap benefits• Fewer design reviews• Fewer change requests• Fewer disputes• Full audit trail• Cost savings• Better QA• Improved productivity• Transparency• Reduced tender

management costs

• Online clarifications are part of audit trail

• No incomplete bids• Automated evaluation • Negotiation audit trail• Automated contract

generation• Better contracts• Improved productivity


Key Performance Indicators


Bottlenecks/lead times

Project timeline

• Identify bottlenecks

• Analyse lead times

• Send reminders

• Compare to bench-marks


Vendor performance

• Project review

• On-time delivery

• Quality

• Reliability

• Vendor summary

• Flag vendors and projects

Measure vendor performance


Vendor contracts


Vendor participation


Analysis


INSPECTIONS

•Online/offline inspections•Can link to items in documents•Quick reports & Punch lists•Ad-hoc and standard inspections

INSPECTIONS

•Online/offline inspections•Can link to items in documents•Quick reports & Punch lists•Ad-hoc and standard inspections

SUPPLIERSSUPPLIERSSUPPLIERSSUPPLIERSBIDS

•No downloading and uploading of documents•All submissions done online and encrypted securely into the database•Attachments allowed•No information visible to the company until after bids have been opened electronically•Negotiate/correspond online•One-click conflict resolution•Track delivery online•Reminders for deliverable items

BIDS•No downloading and uploading of documents•All submissions done online and encrypted securely into the database•Attachments allowed•No information visible to the company until after bids have been opened electronically•Negotiate/correspond online•One-click conflict resolution•Track delivery online•Reminders for deliverable items

INTERNAL USERS/CONSULTANTSINTERNAL USERS/CONSULTANTSINTERNAL USERS/CONSULTANTSINTERNAL USERS/CONSULTANTSTENDERS/

CONTRACTS•Tender is a copy of the latest approved version of a template or newly created•Customise only editable items•Negotiate/correspond with suppliers online•Full audit trail kept with date and time stamps•Approvals at various stages up to contract signature•Built-in pricing comparator, conformance reports and evaluation system (scoring)•Built-in KPI reports•Custom reports using Crystal reporter

TENDERS/CONTRACTS

•Tender is a copy of the latest approved version of a template or newly created•Customise only editable items•Negotiate/correspond with suppliers online•Full audit trail kept with date and time stamps•Approvals at various stages up to contract signature•Built-in pricing comparator, conformance reports and evaluation system (scoring)•Built-in KPI reports•Custom reports using Crystal reporter

TEMPLATE LIBRARY

•Templates have assigned owners and approvers•Colleagues can correspond regarding changes, etc.•Messages stored with clause as part of the audit trail•Copy and paste a template to create a similar one and just make the changes•Multiple language versions possible•Only fully approved templates can be used to create tenders/contracts

TEMPLATE LIBRARY

•Templates have assigned owners and approvers•Colleagues can correspond regarding changes, etc.•Messages stored with clause as part of the audit trail•Copy and paste a template to create a similar one and just make the changes•Multiple language versions possible•Only fully approved templates can be used to create tenders/contracts

MASTER LIBRARY•Clauses or complete documents•Each with an owner/approver•Changes automatically update any template in which item is used•Comprehensive audit trail•Rollback, compare, approve•Correspondence regarding changes are stored as part of the audit trail•Batch approvals•Multiple language versions•Item can be fixed, fully editable or only have editable fields - giving complete control over change permissions

MASTER LIBRARY•Clauses or complete documents•Each with an owner/approver•Changes automatically update any template in which item is used•Comprehensive audit trail•Rollback, compare, approve•Correspondence regarding changes are stored as part of the audit trail•Batch approvals•Multiple language versions•Item can be fixed, fully editable or only have editable fields - giving complete control over change permissions

Master libraryitemitem


TemplateTemplate

TenderTender







Master libraryitem

Master libraryitem

TenderTender

TenderTender

TenderTender

TemplateTemplateTenderTender

Supplier 1Supplier 1



InspectorInspectorWorkflow, Communications and Workflow, Communications and

Audit trailAudit trailWorkflow, Communications and Workflow, Communications and

Audit trailAudit trail


82

Concurrent licensing

Unlimited users with iSpec login

Users with iSpec login and password

Users logged into iSpec at any time

Estimate the maximum number of users that would be logged in at any time during the day. This is the number of concurrent licenses you will require.

3 concurrent users in this example


Benefits


84

Financial savings

Savings and benefits

• 3%-20% project cost savings

• 60% tender management cost savings

• Reduced audit costs

• Vendor cost savings


85

• 70% efficiency improvement

• Lead time reduction from 2 weeks to 1 day

• Improved vendor relations

• Better sharing of global expertise

• Improved control and transparency

• Improved management reporting capability

• improved procedural compliance

• Improved risk management

Other benefits

Savings and benefits


Savings

User observations - $

• “Standardisation of contracts and specifications (using iSpec) has lead to lower prices in general (3% on large projects). Business units not using iSpec are paying higher prices. (1 general case > 20%).” Why - Clear unambiguous tenders. Transparency. Better leverage during negotiations.

• “Because of the transparency vendors can no longer get away with charging different business units different prices for the same equipment.” (or different prices for the same item on different projects)


User observations - effort

• “Transparency, traceability and keeping the communication/negotiations together are a huge benefit for both parties… The only reason that we can manage so many projects so effectively is because the negotiations and communications are recorded against each item/clause for anybody to read and see what has been discussed/negotiated. That is also valid for the Vendor because they pass the documents from Tender team to Engineering/Project management team. We do the same for 3rd party…..” Paul Jordaan, DPWorld.


Before

TenderTenderDocumentsDocuments

BidBidDocumentsDocuments



@

@

@

Evaluation & Evaluation & NegotiationNegotiation

BidBidBidBid BidBid

ContractContract

@

@@

@@@

@ @

@

DeliveryDelivery@

@

@@

@@@

@

@@@

@@

@ @@

@

@@

@

@


After

1_______1_______1.1___1.1___2_______2___________________________3_______3_______3.1 Aircon3.1 Aircon3.2_____3.2_____4___________4___________________________________

CorrespondenceCorrespondence______________________________________________

Bid responseBid response______________________________________________

NegotiationsNegotiations______________________________________________

Final contractFinal contract______________________________________________

AttachmentsAttachments______________________________________________











Project team

Supplier 1 Supplier 2 Supplier 3

Suppliers

iSpec


iSpec users


Business requirement

Why iSpec?

• Timing and cost

• Flexibility

• Learn and grow

• Deliver value

• Project Management

• Document Management and Version control

• Risk management


Tool selection

Why iSpec?

• SAP Toolset• Integrated tool lacking in

functionality and ease of use.

• Adjusted timelines

• Other solutions• Various solutions reviewed

• Internal proposal in progress

• iSpec


Reasons for iSpec

Why iSpec?

• Out of the box ready

• Almost 100% fit to our business requirement

• Rapid implementation

• Standalone flexibility until back-end ready

• Intuitive interface

• Training and help included

• Industry experience - not theoretical model


Bermuda Government

Case study - Bermuda

• Requirements:• Transparency

• Control

• Audit-ability

• Standardisation

• Skills optimisation


Implementation

Case study - Bermuda

• Customisations

• Installation

• Training

• Total time - 3 months


About

Case study - SABMiller

• Second largest brewer in the world

• Operates in 67 countries

• CAPEX expenditure US$900 million per annum


About


• SAP user

• Required efficient Tender Management system

• Trial of iSpec as best-of-breed solution

• Contract/spec contains over 6,000 data items to manage for a new brewery


Issues


• Internal issues• Speed - LAN issue - issued key

users with 3G cards as interim solution

• Resistance to change (learning curve)

• External issues (vendors)• Data entry slow - new

spreadsheet-like quick entry

• Validation - no incomplete submissions allowed. Vendor education.


Benefits


• Productivity improvement of 300%

• Contract price reduction +- 3%

• Transparency and audit trail

• Single point auditing


Roll out


• Global roll-out plan• customisations

• roll-out team

• training system

• custom manuals

• global roll-out in progress


ERP vs iSpec


• iSpec was 100% fit for our business requirement

• iSpec is out of the box ready to use whereas ERP CRM integration is very difficult. You have to get e-sourcing to talk to the back end and this is very expensive and time consuming

• Rapid implementation of iSpec allowed us to change our process and behaviour without worrying about the tool

• Running iSpec standalone allows us more flexibility - we are not restricted by the back-end as with ERP


102

Why iSpec?


• iSpec's user interface is intuitive and easy to use

• iSpec comes with training materials which ERP doesn't - we would have to develop that

• iSpec comes with industry experience which makes implementation easier.

• iSpec instantly addressed our business problems

• Remy's commitment to solving our problems and making things work made a difference


103

DPW

Case study - DP World

• World’s 3rd largest port operator

• Over 50 ports globally

• CAPEX around US$ 3 billion in current projects


Requirements


• Wanted to centralise CAPEX procurement

• Needed an automated system

• Global access 24/7

• All documents up-to-the-minute accurate


Issues


• Internal resistance• DPW bought P&O and they

resented DPW central procurement

• Once they saw benefits they came on board very quickly

• Internet issues• China - ISP blocked

attachments over 5MB - fixed

• Internal LAN bandwidth issues


Benefits and savings


• Customised system

• 1 project manager now handles up to 30 projects (previously only 4)

• Single point auditing

• Standardisation

• Project cost reduction of 3%


User observations - value

• “iSpec has highlighted weaknesses that existed in our processes as well as our people. Using iSpec now helps us augment tendering and contract management skills in many of our business units.”

• “Project managers are now adding value to the process rather than doing clerical work much of the time”

• “Management reports are available at the click of a button and data contained in them is current - not days or weeks old.”

• “With improved visibility and a bit more time spent on negotiations we have saved in virtually ZERO amendments to contracts after awarding.”


Summary

• Costs - iSpec avg. savings of 3%-20% on total project cost

• Productivity - iSpec results in 300%+ improvement = $

• Accountability - iSpec’s comprehensive audit trail

• Conflict resolution - iSpec One-Click resolution

• Control - Approved templates and edit/approval control

• Transparency - iSpec audit trail and easy user access


Thank you


Technology and security


Technology

• Microsoft .NET application

• Requires only a browser (IE 8 +, Safari, Firefox, Chrome)

• Secure access

• Database - MS SQL Server 2008+

• Microsoft server 2008+

Technical information


112


113

Interfacing

Fin-Link

• Financial links to:• ORACLE

• SAP

• JDE

• PeopleSoft

• Sun

• Thalia

• Sage

• Scala

• Empriz

• DTS or SSIS

• IAS compliant

• $25,000 each + consulting

Tech Spec Manageme

nt

Planning systems

Evaluation

MRP

Inventory Managem

ent

Quality Manageme

nt

Invoice processi

ngGoods

receiving

Approval

Purchase order

PaymentRequisiti

on

Internal business

requirement

Reporting

Contract implemente

d

Contract draft and review

Negotiation

Sourcing RFx

External info

gathering

Transactional Processing

Strategic Sourcing

Trials & Supplier

Accreditation

Typical interfaces


Typical Security


eBidding option


RemyIssuesSolutionTemplatesTenderResponseClarificationsApprovalsBid openingEvaluationDeliveryProject planningContract mgtKPIBenefitsWhy iSpec?SABDPWBermudaTechnology

ImplementationSizingGAP analysis1st Data gatheringTraining1st template1st tenderFeedbackAdjustRoll out planRoll out

InternetLANVendorsInternal resistanceOver-customisationIntegrationERP

These links only work in Keynote


117

Implementation


118

Sizing

• Questionnaire• Tenders per annum

• Time zones

• Duration of publication

• Project duration

• Vendors per tender

• Project team size


119

Sizing

• Hardware• Reverse proxy

• Application server

• Database server


120

Sizing

• Software• Server 2008

• SQLServer 2008

• Browsers IE 9+, Safari, Firefox, Chrome


121

Implementation

• Startup meeting• Resources

• Training

• Project Plan

• 3 sites - production, UAT (test), training


122

Typical project plan


123

GAP analysis

• Master documents

• Tender process

• Delivery process

• Contract Management

• No customisation yet


124

Data gathering

• Business hierarchy

• Templates

• Roles

• Approvals

• Configuration


125

Data gathering

Typical RFQ structure

RFQ Sections Plant A Plant B Plant C Plant D

Memorandum of Agreement Same conditions

O H & S Same conditions

Commercial Terms and Conditions ($) $$$$$$$ $$$$$$$ $$$$$$$ $$$$$$$

General Conditions Same conditions

Special Conditions Same conditions

Employer’s Requirement (FIDIC) ####### ####### ####### #######

Eskom Standards and Specifications Same conditions

Drawings

Executive Summary

Milestone Schedule


126

Training

• Training plan

• 1st training

• 1st template


127

Training

• Administrator

• Template editors

• Project team

• Vendor introduction


128

Training

• Custom Quick Guides

• Custom training videos

• Implement


129

First tender

• Prepare - smaller tender

• Publish

• Evaluate/negotiate

• Award

• Manage contract

• Feedback


130

Analyse first tender

• Issues identified during each phase (internal messaging)

• Adjustment/customisation

• Apply new methods and customisations


131

Roll out plan

• Finalise Data gathering input plan

• Finalise Support plan

• Finalise Hosting plan

• Finalise Training plan

• Roll out plan to divisions and business units


132

Roll out plan

• Centre of Excellence: • Role allocation & Definition of

competency requirements

• Master template management

• Roles definition

• Interface with Remy-IS and GIS

• Help Desk functionality

• Knowledge sharing and capability building


133

Roll out plan

• Departments/regions: • Role allocation & competency

requirements

• Template management

• Roles allocation at project level

• Help Desk requirements


134

Possible issues


135

Attachments the main issue

Internet

• iSpec Attachments

• ISP limits file size for uploading

• Request ISP to increase file size limit


136

Issues

LAN

• Slow performance

• 90% of the time the problem is LAN bottleneck not internet

• Separate LAN segment with high QOS


137

Vendors

Vendor issues

• Validation - must submit all requested data• Lazy - will do work if they get

contract

• Want an opportunity to negotiate after bid opening

• Draw back• You can’t evaluate properly

without sufficient data

• Fix• Condition of doing business

• Long term benefit

• Decide which data is important for evaluation purposes


138

Resistance

Internal resistance

• Resistance to change

• Training

• New system - takes time

• Have to change habits

• Requires discipline initially

• Soon realise benefits of improved productivity and transparency


139

To customise or not

Over-customisation

• Enthusiastic users want everything up front

• Won’t work if we don’t have XX

• Customisation/re-working is expensive and causes delays and errors

• Try before you customise - see what you REALLY need


140

Interfacing

Integrate/interface with ERP

• Do all divisions/business units have the same back-end?

• Is your back-end mature and fully rolled out?

• How will customisations affect integration?

• Get immediate benefit, customise when sure, then integrate (quicker return, lower cost, less frustration)