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?
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
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
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