enterprise resource planning system · enterprise resource planning ... pre-implementation...
TRANSCRIPT
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Enterprise Resource Planning
Implementing ERP Systems
AAPA Port Operations, Safety & Information Technology Seminar
June 11, 2009
Panel: Jim Eldridge, Steve Rauch, Dave Sleigh
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ERP Project Phases
Pre-Implementation
Implementation
Post-production
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Pre-Implementation Overview
Project GovernanceEstablishing the Project TeamVendor Selection
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Project Governance
Executive SupportManagement Support“Northbound Train”/”Getting on the Bus”Project Team Members
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Establishing the Project Team
Executive SponsorProject LeaderRepresentatives from each group impacted
− No implementation without representation− More impact, potentially more
representationVendor representative(s)
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Project Charter(At Minimum)
Why are you doing this projectWhat's the expected outcomeWhen is it expectedHow many resources does the team haveWho is on the teamWhere is the project located
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Vendor Selection(Among Other Considerations)
Request for Proposal Package− Rules for procurement− When proposals are due− How will the vendor be selected− What is desired− Current environment
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Vendor Selection(Among Other Considerations)
Difference between “Can you” and “How do you”Short listGive vendors the scenario you wish to seeAll project team members view the demos
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Vendor Selection(Among Other Considerations)
Contract Finalization − How will they be paid− What milestones must be reached, if any, to
be paid− What is the project schedule− Who owns the results− What happens if the project fails
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Pre-Implementation
Additional Comments by Panel
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Implementation Overview
Project ManagementIntegrator Roles and ResponsibilitiesTraining Configuration, Development, and TestingGo-Live
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Project Management
Strong project management skills requiredProject portal
− Schedules and calendars
− Change Requests
− System and project issues
− Go-live checklists
− Documents, links
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Integrator Roles and Responsibilities
External project manager - overall project plan and consultantsInternal project lead - assist with plan, gather requirements, obtain user buy-in, coordinate users for acceptance testing, work with development staffLook for strong technical from your vendorConfigurations and Gap analysis
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Training
Project leads become Subject Matter ExpertsFunctional users – formal training and prototyping sessionsDevelopment staff must master complex environment as well as functional components
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Configuration, Development, and Testing
Use in-house development staff; support after go-liveCycle (development -> unit testing -> “consultant” testing -> end user/acceptance testing -> ready for production -> System testing)Multiple environments: Prototype/Development, Test, ProductionMay be steep learning curve for Tech staffRegular development meetingsDevelopment should include knowledge transfer and documentation
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Go-Live
ConversionsDevelopment of go-live checklist with assigned responsibilities and due datesSelect a “Go / No Go” dateConsultants on-board for transition of support, issuesConsider support model during and after go-live
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Implementation
Additional Comments by Panel
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Post-Production Overview
Post go-live SupportOngoing TrainingMaintenance and SupportPatch Management
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Post-production SupportCongratulations!Stabilization and optimization phaseContinual process and system improvementOngoing activitiesHand off process from implementation team to management team
− CRITICAL REVIEW: Implementation Team and Vendor project close out
− Examine and approve implementation close out
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Post-production Support
Training for support staff should have already occurredUsers group formationConsistent updates and patching notesService Level agreements established
− Support contracts in place− Accounts established− Communication lines and process
established and understood
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Post-production Support
Bug Tracking and Fixing− Communications to audience− Process: Identification of System bug,
customization issue, broken or designed that way
− Migration of enhancements to maintenance and support
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Ongoing Training
Technical StaffUser GroupsInternal vs External trainingConsistent CommunicationsTutorials, FAQ’s, Instructional Videos, attendance of user team meetings
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Maintenance and SupportSchedules
− Backup schedule− Maintenance windows− Change process for timing of releases
Process change− Core enhancements− Upgrade evaluations− Functional extension planning− Upgrade/enhancement acceptance/handoff
process
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Patch Management
Change Management Board (Change process management)Service Desk SupportSubscription or Notification Services from application provider for notification
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Post-Production
Additional Comments by Panel
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Audience Q&A