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PRESENTATION FOR EXECUTIVE CABINET FRIDAY, NOVEMBER 16, 2012 LEANING TOWER YMCA Change is Y Update YMCA OF METRO CHICAGO

ERP Replacement Update to Executives

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This presentation was complimentary to a live presentation to the membership Executive Directors, during earlier stages of an ERP replacement. Its intent was to illustrate where we were in the overall process, but also what was immediately needed from them.

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Page 1: ERP Replacement Update to Executives

PRESENTATION FOR EXECUTIVE CABINETFRIDAY, NOVEMBER 16, 2012LEANING TOWER YMCA

Change is Y UpdateYMCA OF METRO CHICAGO

Page 2: ERP Replacement Update to Executives

What is “Change is Y”?

• Project to launch new Membership and Program Management software across the association - Most recent version of software from ABC

– Replaces 12+ year-old Voyager software– Upgrade version of software used by former Heritage YMCA

• Key Benefits– Operational improvements to better serve members– Modernized hardware at front desks– Updated web experience for members– Develop updated training materials– Re-train all staff

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Page 3: ERP Replacement Update to Executives

Staff Groups

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Page 4: ERP Replacement Update to Executives

Timeline

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20122012

Oct Nov Dec

2013

Jan Feb Mar 2013

Go Live3/16/2013

Testing3/11/2013

Testing1/21/2013

Testing11/26/2012

2/18/2013 - 3/14/2013User Training

12/24/2012 - 1/4/2013Blackout (PTO)

11/12/2012 - 3/8/2013Setup Training

10/1/2012 - 11/8/2012Governance

Page 5: ERP Replacement Update to Executives

Change Is Y Project Status

• Completed Activities– Identified coordinators– Developed training tracks and preliminary curriculum

• In-Progress Activities– Reviewing first data conversion results– Testing new front-desk equipment– Begin staff communication plan

• Upcoming Activities– Basic system configuration Now-

12/20– Table File Training 1/7-1/25

(All table file users - e.g. Program Directors, Business Office, etc.)

– Table File Creation (Program Directors, etc.) 1/14/-2/15(All table file users - e.g. Program Directors, Business Office, etc.)

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Page 6: ERP Replacement Update to Executives

THANK YOU

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Page 7: ERP Replacement Update to Executives

PRESENTATION FOR EXECUTIVE CABINETFRIDAY, NOVEMBER 16, 2012LEANING TOWER YMCA

Appendix

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Page 8: ERP Replacement Update to Executives

Group Coordinator

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Tell Us Who!1 per Business Unit

Page 9: ERP Replacement Update to Executives

Training Overview

1. Set Up Training and Work – Think “program table files”

2. Train the Trainer – Participants will need to train others

3. User Training – By role as appropriate– The more the merrier (if we have room!)

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Page 10: ERP Replacement Update to Executives

Training by Role

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November

Page 11: ERP Replacement Update to Executives

Training Methods

• Remote Set Up Training • In Person Set Up Evaluation • In Person Train the Trainer • Video “Intro to ABC” (on demand)• User Training • Post-Live Assistance • Follow Up Training

ABC Delivers YMCA Delivers

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