7 Keys to Enertia

Implementation Success

presented  by

Patricia Jackie

Brenna Nathan Lauren

How can you ensure a successful

implementation?

New systems require BIG CHANGES.

Business processes can get MESSY

if functional areas don’t work together.

The mountain of DATA ahead…

can seem IMPOSSIBLE

to climb.  

So, what does it take to implement successfully?

SUPPORT Build 1

get EARLY

executive support

Form a  DEDICATED  project team

What are the

BENEFITS?  

Business Process Understand 2REQUIREMENTS  

Document the CURRENT STATE

with a bent toward the FUTURE

ACCOUNTS PAYABLE ADMIN

Enter Invoice and submit to workflow

System runs matching process

Matching Unsuccessful: Out of Tolerance

ACCOUNTS PAYABLE MANAGER

CORPORATE BUYER

PROJECT ADMIN OPS

ADMIN

Decide if invoice should be disputed or PO should be

revised

Goods / Goods & Services

Invoice Lines copy from

PO

Invoice

Invoice

Invoice

Invoice

Invoice

PO

Purchase Order

Services Only

PO Revisioning Process

Disputed Invoice Process

Revise PO

Dispute Invoice

System routes invoice for DOA

approval

Payment Processing

SYSTEM INTEGRATION

Invoice interfaces to system

Manually approve Invoice and route to

system

PROJECT MANAGER

PROJECT DIRECTOR

OPS MANAGER

SENIOR CORPORATE

MANAGER

Provide DOA approval as necessary

Final approver is outside system

Invoice

Invoice

Final approver is inside system

Invoice matches following approval

Joint Application Design  

Tailor the system

to the

business process

Critical Reporting Identify 3REQUIREMENTS  

Build a structure that will support future growth

External Reporting

Internal Reporting

Budgeting and

Forecasting

Key Considerations

Before Cleanse Data 4CONVERSION  

Would you move your old JUNK to a new house?

Consider cleansing: ✓Well master ✓Chart of accounts ✓Business associates (vendor/owners) ✓Cost centers ✓Revenue and land decks

Practice Practice 5PRACTICE  

Practice makes

Permanent

Client-specific TRAINING

Major Communicate 6DECISIONS  

Don’t leave STAKEHOLDERS in the dark.

✔Document decisions

(project governance)

Your Motivate 7 TEAM  

Your team will become PROJECT AMBASSADORS.

The original social media

Have some FUN.

1. Build Organizational Support

2. Understand Business Process Requirements

3. Identify Critical Reporting Requirements

4. Cleanse Data Before Conversion

5. Practice, Practice, Practice

6. Communicate Major Decisions

7. Motivate Your Team

7 Keys to Success: A Review

uestions? Q

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