idea method overview slides_reviewed_pf

8/11/2019 IDEA Method Overview Slides_REVIEWED_PF

1/87


2/87

Page 2 August 20, 2014IDEA Method Overview Slides_REVIEWED.ppt

How to use this example

The presentation covers a complete IDEA cycle, covering all stages, phases, and workstreams

There is more material than you will need depending on the client situation pick the element that

fit best in terms of volume and contents

The following elements have to be adapted to the specific client situation

Timelines and duration of stages and phases

Deliverables: Might have to be extended or reduced

Indication of in scope/out of scope (color code applies only to fix price projects)

Assignment of tasks to Lodestone, client business, client IT

In case you need additional material, please contact Jo-Ann Chua


3/87


Overview slides


4/87


IDEA methodology

Overview

The SAP Solution Manager IDEAroadmaps give SAP implementation projects a rapid start, a clear

structure and an access to the full library of the IDEAmethod accelerators

IDEA is a Lodestone owned methodology, structured into a Insight- Design-, Execute-, and Achieve phase to support allstages of global ERP program initiatives

Lodestone maintains its IDEAmethods as SAP Solution Manager IDEAroadmaps

The IDEAmethodology is managed within Lodestone by using a Wiki application platform. Via the Wiki every Lodestone

employee has got an access to the IDEAmethodology and the ability for an active contribution to the methodology

The methodology has proved to be successful in multiple large, international programs, and is

continuously enhance with our experience

The IDEAmethodology is based upon the standard SAP ASAP roadmap, but enlarged by specific stages, accelerators, and

tools to address complex business transformation requirements


5/87Page 5 August 20, 2014IDEA Method Overview Slides_REVIEWED.ppt

IDEA methodology

Knowledge sources

Lodestone has based its methodology on SAP ASAP, Six Sigma and the international

standard from the Project Management Institute (PMI) (www.pmi.org)

It combines these standard methodologies with its own best practices and extensive

experience from various global business harmonization and SAP rollouts projects with

major global companies

Lodestone trains its employee communities according to the Lodestone methodology and

provides them with standard tools, templates and best practices to ensure high qualityand consistency in project work

+

Extensive project experience

and best-practices from

complex businesstransformation project with

major global companies
http://www.pmi.org/http://www.pmi.org/



Stages and work streams

According to the methodology a business transformation live cycle can be

divided into four stagesand eleven work-streamsas shown in the figure

Business Process Management (BPM)

Training (TRN)

Org. Change Management (OCM)

Project Management (PJM)

Program Management (PRM)

Data Management (DMA)

Security and Authorization (SAA)

Development Management (DEM)

System and Performance Testing (SPT)

Centre of Excellence (COE)

Technical Infrastructure (TIN)

Achievestage

Executestage

Designstage

Insightstage



Stages and phases on Solution Manager



IDEA on ASAP through the Wiki (HTML version)

IDEA on ASAPlink on the Wiki homepage provides access

Information, documentation, and contact details are all available



IDEA model based on five terms

Stage, phase, work stream, work package, accelerator

ExecuteInsight AchieveDesign

Global

preparation

Global

realization

Ongoing

support,

rollout and

maintenance

Global

business

blueprint

Work streams Work packagesPhasesStages Accelerators



Long version of stage overview

Responsibilities for single activities and deliverables have to be checked

Number and contents of columns client IT, client business, Lodestone have to be checked

Adapt logic of fixed price offer



Insight phase

Insight

Program

definition

Insight

preparation

Strategic

blueprint

Month 1

Year

Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10

Insight

M M

Insight preparation

Program definition

Strategic blueprint

Insight

Insight Design Execute Achieve


12/87


Insight phase

Insight preparation

Month 1

Year


Insight

Insight preparation

Program definition

Strategic blueprintMM

Main activities Main deliverables

Defining the main prerequisites and directions

Initiate and plan the Insight stage Set up Insight stage organization Set up Insight stage infrastructure Review the initial risks Check and adapt methods and structure of the Insight stage

Insight phase kick off pack and workshop materials Overview and insight stage plan Insight stage project organization chart Insight stage roles and responsibilities High level risk assessment Documentation standards and naming conventions Documentation processes and tools Status management approach Updated budget



13/87


Workstream Client IT Client bus. LodestoneActivities

Insight phase

Main activities

Initiate and plan the Insight stage PRM C C C

Set up Insight stage organization PJM C C C

Set up Insight stage infrastructure PJM C C C

Review the initial risks PRM C C C

Check and adapt methods and structure of the Insight stage PRM C C C

In scope of fix price offer Out of scope of fix price offer A = Accountable, R = Responsible, C = Consulted

Month 1

Year


Insight

Insight preparation

Program definition


Insight preparation



14/87


Workstream Client IT Client bus. LodestoneDeliverables

Insight phase kick off pack and workshop materials PRM C C C

Overview and Insight stage plan PJM C C C

Insight stage project organization chart PRM C C C

Insight stage roles and responsibilit ies PRM C C C

High level risk assessment PJM C C C

Documentation standards and naming conventions PRM C C C

Documentation processes and tool PRM C C C

Status management approach PRM C C C

Updated budget PRM C C C

Insight phase

Insight preparation

Main deliverables


Month 1

Year


Insight

Insight preparation

Program definition




15/87


Insight phase

Strategic blueprint

Month 1

Year


Insight

Insight preparation

Program definition


Main activities Main deliverablesDefining the main prerequisites and directions

Understand the current strategic business objectives andas-is way of working

Define/develop the strategic business objectives Describe major future business opportunities/initiatives Identify target benefits Conduct synthesis workshop with senior management and

key stakeholders Document the strategic vision and case for change Describing the level 0 process overview

Decomposing the processes to level 2 Developing high level KPIs for the organization at the

appropriate levels within in the process model Develop a business rules matrix defining the structures within

the operating model

Strategic business objectives Identified business initiatives Target business benefits for the business initiatives Level 0 process overview Decomposition of processes to level 2 Strategy blueprint SAP mapping SAP solution map Operations design

Business rules matrix



16/87


Insight phase


Understand the current strategic business objectives and as-is

way of workingPRM C C C

Define/develop the strategic business objectives PJM

Describe major future business opportunities/initiatives PJM C C C

Identify target benefits PRM C C C

Conduct synthesis workshop with senior management and

key stakeholdersPRM C C C

Document the strategic vision and case for change PRM C C C

Describing the level 0 processes overview PRM C C CDecomposing the processes to level 2 PRM C C C

Developing high level KPIs PRM C C C

Develop a business rules matrix PRM C C C

Main activities


Strategic blueprint

Month 1

Year


Insight

Insight preparation

Program definition




17/87


Workstream Client IT Client bus. Lodestone


Strategic business objectives PJM C C C

Business initiatives PJM

Target business benefits for the business initiatives PJM C C C

Level 0 process overview PRM C C C

Decomposition of processes to level 2 PRM C C C

Strategy blueprint PRM C C C

SAP mapping PRM C C C

SAP solution map PRM C C C

Operations design PRM C C CBusiness rules matrix PRM C C C

DeliverablesMain deliverables

Insight phase

Strategic blueprint

Month 1

Year


Insight

Insight preparation

Program definition




18/87


Insight phase

Program definition

Month 1

Year


Insight preparation

Program definition


Insight

Main activities Main deliverablesDetails the strategies for the program

Define the future setup of all related processes and organizations Definition of the scope and structure of projects, identifying the pilot

project, and elaborating a implementation plan and sequence Define methods, techniques, tools, standards, and procedures that

will be applied throughout the life of the program Consolidate the figures and set up a business case and

describes the transformation concept

Enterprise IT strategy Implementation scope and strategy Program Management strategy Data Management strategy Organizational Change Management strategy Business case Transformation concept



19/87



Define the future setup of processes and organizations PRM C C C

Definition of the scope and structure of projects, identifying

the pilot project, and elaborating a implementation plan

and sequence

PRM C C C

Define methods, techniques, tools, standards, and procedures

that will be applied throughout the life of the programPRM C C C

Consolidate the figures and set up a business case and

describes the transformation conceptPRM C C C

Workstream Client IT Client bus. LodestoneActivitiesMain activities

Insight phase

Program definition

Month 1

Year


Insight preparation

Program definition


Insight



20/87


Enterprise IT strategy PRM C C C

Implementation scope and strategy PRM C C C

Organizational Change Management strategy PRM C C C

Program Management strategy PRM C C C

Data Management strategy PRM C C C

Business case PRM C C C


Workstream Client IT Client bus. LodestoneDeliverablesMain deliverables

Insight phase

Program definition

Month 1

Year


Insight preparation

Program definition


Insight


I D E A


21/87


Design stageglobal template

Template setup and maintenance

Ongoing

support,

rollout &

maintenance

Global

preparation

Global

business

blueprint

Global

realization

Month 1

Year


M M

Global blueprint Global realization

Globalpreparation

M

Design

Design


I i h D i E A hi


22/87


Month 1

Year


Global realizationGlobal blueprint

Globalpreparation M MM

Design

Main activities Main deliverablesInitiate and plan the global implementation program

Initiate and plan the global program Initiate and start planning of the template project Define and document the solution scope Define the implementation strategy, overall program plan,

and schedule Define and document the program and project standards,

guiding procedures and governance process Set up project organization Set up project infrastructure

Review initial risk assessment

High level program plan Detailed template project plan Template project charter High level risk assessment Solution scope Business scenario and process inventory Data migration strategy Develop implementation standards Develop program standards

Project organization chart Project team training concept and plan System and client concept


Template setup and maintenance


I i ht D i E t A hi


23/87


Initiate and plan the global program PRM C C R, A

Initiate and start planning of the template project PJM C C R, A

Define and document the level solution scope PJM C C R, A

Define the implementation strategy, overall program plan

and schedulePRM C C R, A

Define and document the program and project standards,

guiding procedures and governance processPRM R C R, A

Set up project organization PRM R R R, A

Set up project infrastructure PRM R, A C C

Review initial risk assessment PRM R R R


Main activities


Month 1

Year




Design


Global preparation




24/87



High level program plan PRM R R R, A

Detailed template project plan PRM R R R, A

Template project charter PRM R R R, A

High level risk assessment PRM R R R, A

Solution scope PRM R R R, A

Business scenario and process inventory PJM C R, A R, A

Data migration strategy DMA R R R, A

Develop implementation standards PRM R R R, A

Develop program standards PRM R R R, A

Project organization chart PJM C C R, A

Project team training concept and plan TRN C C R, A


Deliverables

Main Deliverables

Month 1

Year




Design


Global preparation




25/87



Global blueprint

Finalize template project planning Define template scope Define communication strategy and plan Perform team training (phase specific) Develop end-user training strategy Prepare and conduct Business Requirements Workshops

(BRW)(collect documentation about current processes,standards, systems)

Propose and decide on solution for gaps

Prepare and conduct White Smoke (WS) Workshop 1 (businessprocess and design decisions, incl. rough cut prototyping)

Create blueprint documentation Define center of excellence high level implementation plan Define system specification Quality review

End-user training strategy Organizational Change Management plan Project team training Business scenario Business process flows Process Master List (PML) Functional specifications (RICEF list) Data conversion object list Authorization strategy

Job role list Development and configuration standards Technical Change Management strategy User requirements specifications Business blueprint CoE high level processes Quality review report (incl. action plan) Realization phase WBS

Month 1

Year


Global blueprint

Globalpreparation MBRW WS 1

Global realization

MM

Design


Finalize the scope in all details and provide a "paper" solution for all processes using "White Smoke" workshops




26/87



Global blueprint

Month 1

Year


Global blueprint


Global realization

MM

Design


Main activities


Finalize template project planning PJM R C R, A

Define template scope BPM R R R, A

Define communication strategy and plan PRM C R, A R

Perform team training (phase specific) TRN C C R, A

Develop end-user training strategy TRN C C R, A

Prepare and conduct Business Requirements

Workshops (BRW)PJM C R R, A

Propose and decide on solution for gaps BPM R R R, A

Prepare and conduct White Smoke Workshop 1 (WS1) BPM C R R, A

Create blueprint documentation BPM R R R, A

Define center of excellence high level implementation plan COE C C R, A

Define system specification TIN R R, A

Quality review PJM R R R, A




27/87



Global blueprint

Month 1

Year


Global blueprint


Global realization

MM

Design



End-user training strategy TRN C R R, A

Organizational change management plan OCM C R R, A

Authorization strategy SAA R R R, A

Business blueprint BPM R R R, A

CoE high level processes COE R R C

Development and configuration standards TIN R, A C C

Technical change management strategy PRM R R, A R

Project team training TRN C C R, A

User requirements specifications BPM C R R, A

Business scenario, process flows and PML BPM R R, A R

Functional specifications (RICEF List) BPM R R, A R

Job role list SAA C R, A R

Data conversion object list DMA R R, A R

Realization phase WBS PJM R R R, A

Quality review report (incl. action plan) PRM C C R, A

Deliverables

Main deliverables

g g



28/87



Global realization

Month 1

Year


Global blueprint

Globalpreparation M

Global realization

MMWS 2 WS 3

Design


Generate a SAP solution template according to the defined business blueprint

Build template system (configuration) Build template system (RICEF development) Update template documentation Perform data cleansing Prepare and conduct White Smoke (WS) workshop 2 for approval of

template system configuration Perform functional risk assessment Plan, prepare and execute unit- and integration testing Promote template scope to quality system

Plan cut over Plan data migration Set up of global security and authorization concept Start pilot rollout preparation Prepare and conduct White Smoke (WS) workshop 3 for approval

of tested template environment Quality review

System configuration documentation Detail design specifications Data cleansing schedule Test strategy and plan Data migration plan SOP list Functional risk assessment procedure Unit-/integration test overview list Unit-/integration test scripts

Unit-/integration test data Authorization matrix Cutover plan Promote changes to quality system Quality review/report (incl. action plan)

g g



29/87



Global realization

Month 1

Year


Global blueprint

Globalpreparation M

Global realization

MMWS 2 WS 3

Design


Main activities


Build template system (configuration) BPM R R R, A

Build template system (RICEF development) DEM R, A R

Update template documentation BPM R R R, A

Perform data cleansing DMA R R, A

Prepare and conduct White Smoke workshop 2 and 3 BPM C R R, A

Perform functional risk assessment SPT R, A R

Promote template scope to quality system TIN R, A C R

Plan, prepare and execute unit- and integration testing SPT R R R, A

Plan cut over PJM R R, A R

Plan data migration DMA R R R, ASet up of global security and authorization concept SAA R R R, A

Quality review PJM R R R, A

Start pilot rollout preparation PRM R R R, A



30/87



Global realization

Month 1

Year


Global blueprint

Globalpreparation M

Global realization

MMWS 2 WS 3

Design



System configuration documentation BPM R R, A

Detail design specifications DEM R, A R

Test strategy and plan SPT R R R, A

Authorization matrix SAA R R R, A

Data migration plan DMA R R, A R

Data cleansing schedule DMA R R, A R

Unit-/integration test overview list SPT R R R, A

Unit-/integration test scripts SPT R R R, A

Unit-/integration test data SPT R R, A R

SOP list PJM R, A R, A Functional risk assessment PJM R R R,A

Cutover plan PJM/TIN R,A C R,A

Promote changes to quality system TIN R,A C R,A

Quality review/report (including action list) PRM C C R, A

Deliverables

Main deliverables



31/87



Ongoing support, rollout and maintenance

Month 1

Year


Global blueprint

Globalpreparation M

Global realization

MWS 2 WS 3

Month 10+

Design

MOngoing support,

rollout andmaintenance


Stabilize the template, finish rollout plans, and finalize packaging of the rollout package

Production support Going live check: verification session Performance monitoring for long term support Updated long term rollout plan Handover solution to centre of excellence Enhancement of global template Program closure

Going live check: verification session report Updated long term rollout plan Program closure document



32/87




Month 1

Year


Global blueprint

Globalpreparation M

Global realization

MWS 2 WS 3

Month 10+

Design

MOngoing support,



Main activities

Production support PRM

Going live check: Verification session PRM

Performance monitoring for long term support PRM

Updated long term rollout plan PRM

Handover solution to centre of excellence PJM

Enhancement of global template PRM

Program closure PJM




33/87




Month 1

Year


Global blueprint

Globalpreparation M MWS 2 WS 3

Month 10+

Design

MOngoing support,


Going live check: verification session report PJM

Updated long term rollout plan PRM

Program closure document PJM



Main deliverables

Global realization



34/87


Execute stagepilot and rollout projects

Pilot and rollouts

Local

preparation

Month 1

Year


Local blueprint Local realizationLocal

preparation

Local

cut-over

Local

business

blueprint

Local

realizatio

n

Local

cut-over

preparati

on

Local cut-over prep.

Local

cut-over

Execute

Execute



35/87


Local preparation

Month 1

Year


Local realizationLocal blueprintLocal

preparation

Execute


Local cut-over

M MMM M


Provide detailed planning and preparation for the local rollout and mobilize the local project team

Update rollout project plan Detail blueprint WBS Define project goals and objectives Write local business case Identify project risks Define and document local project scope Perform DRAFT FIT/GAP against template Provide DRAFT solution for GAPs and develop effort estimate for

solution (GAPS: legal requirements, translations for forms andreports, interfaces to local systems, specific requirements frommajor customers)

Define local project organizational structure Define local project roles and responsibilities Prepare on-boarding documentation for project team Prepare local project infrastructure Prepare team training

Updated rollout project plan Business blueprint WBS Project charter Project communication plan Local business case Project organization chart Project roles and responsibilities Project effort estimation Resource plan Documented DRAF FIT/GAP analysis Project team training material Project risk management plan




36/87



Local preparation

Month 1

Year



preparation

Execute


Local cut-over

M MMM M

Main activities

Update rollout project plan PRM R R R, A

Detail blueprint WBS PRM R R R, A

Define project goals and objectives PRM R R R,A

Write local business case PJM R A, R C

Define and document local project scope PJM R R R, A

Perform DRAFT FIT/GAP against template BPM R C A, R

Provide DRAFT solution for GAPs BPM R C A, R

Define local project organizational structure PJM C C A, R

Define local project roles and responsibilities PJM C C A, R

Prepare on-boarding documentation for project team PJM C A, RPrepare local project infrastructure PRM R, A C C

Prepare team training TRN C C R, A





37/87



Local preparation

Month 1

Year



preparation

Execute


Local cut-over

M MMM M

Updated rollout project plan PJM R R R, A

Business blueprint WBS PJM R R R, A

Project charter PJM R R R, A

Project communication plan PJM R, A R

Local business case PJM R R R, A

Project organization chart PJM R R R, A

Project roles and responsibilities PJM R R R, A

Project effort estimation PJM C C R, A

Resource plan PJM R R R, A

Documented DRAF FIT/GAP analysis PJM R R R, AProject team training material TRN C C R, A

Project risk management plan PJM R R R, A


Deliverables

Main deliverables




38/87


Local blueprint

Month 1

Year



preparation

Execute


Local cut-over

M MMM MBRW WS 1

Project team training (template scope and methodology) Perform user requirement workshop to identify local GAPs Agree on solution for local GAPs (reject, local add-on, extend template) Planning for implementation of GAPs (local add ons and

template extensions) Prepare and conduct Business Requirements Workshops (BRW) Prepare local project documentation Align local data cleansing approach Align local data migration approach Identify and manage required organizational changes Define local end-user training strategy Conduct White Smoke (WS) Workshop to get blueprint approval Perform quality review

Local kick-off meeting Team and infrastructure setup Template training executed Documented FIT/GAP analysis Process Master List (PML) for project scope Functional specifications for approved local specifics Local business scenarios Local process flows and requirements Data cleansing and collection plan Local data migration object list Assessment of end-user role design Local training strategy Approved local blueprint Detailed work plan for realization phase Quality review/report (incl. action plan)


Template enhancement with the local specifics, i.e., legal requirements, forms and reports.

Strict change and scope management to keep local specifics to a minimum and ensure common processes



39/87



40/87


Local blueprint

Month 1Year



preparation

Execute


Local cut-over

M MMM MBRW WS 1


Team and infrastructure setup TIN R R R, A

Local kick-off meeting PJM R R R, A

Template training executed TRN R R R, A

Documented FIT/GAP analysis BPM R R R, A

Process Master List (PML) for project scope PJM R R, A R

Functional specifications for approved local specifics BPM R R, A R

Local business scenarios BPM R R, A R

Local process flows and requirements BPM R R, A R

Data cleansing an collection plan DMA R R, A R

Local data migration object list DMA R, A R RAssessment of end-user role design SAA C R, A R

Local training strategy TRN C R R, A

Approved of local blueprint PJM R R R, A

Detailed work plan for realization phase PJM R R R, A

Quality review/report (incl. action plan) PRM C C R, A


Deliverables

Main deliverables


E t t il t d ll t j t



41/87


Local realization

Month 1Year



preparation

Execute


Local cut-over

M MMM M

Implement local add ons and template extensions(configuration, developments)

Prepare testing for local scope and template extensions Set up/adapt authorization profiles Prepare test plan Promote local project scope to quality/productive environment Execute unit- and integration testing Execute data collection and cleansing Define data migration plan Prepare cut over plan Preparation of end-user training material Create/update local SOPs Prepare and execute data migration trial runs Promote local project scope to production environment Perform quality review

Project report (scope, resources, timeline, risks) Configuration logs and development specifications Detail design papers Data conversion programs Functional risk assessment Test strategy and test plan Prepared test documentation (unit-, integration-, user acceptance) Unit- and integration test executed and signed off Data migration plan and schedule defined Cutover strategy and plan defined Training plan and training documentation Local SOPs defined Local authorization concept defined Approval of local build Quality review/report (incl. action plan)


Implementation of the local specifics like local forms,

additional local configuration, local interfaces, operational testing, end- user training





42/87


Local realization

Month 1Year



preparation

Execute


Local cut-over

M MMM M


Project team training (local realization) TRN R R R, A

Impl. local add ons and template ext. (configuration, developm.) BPM/DEM R R R, A

Build local RICEF DEM R, A R

Prepare testing for local scope and template extensions SPT R R R, A

Set up/adapt authorization profiles SAA R R R, A

Prepare test plan PJM R R R, A

Promote local project scope to quality/productive environment TIN R, A R

Execute unit- and integration testing SPT R R R, A

Execute data collection and cleansing DMA R R, A C

Define data migration plan DMA R R R, APrepare cut over plan PJM R R R, A

Preparation of end user training material TRN R R, A R

Create/update local SOPs OCM/BPM R R, A

Prepare and execute data migration trial runs DMA R, A R R

Perform quality review PJM R R R, A


Main activities





43/87


Local realization

Month 1

Year



preparation

Execute


Local cut-over

M MMM M



System configuration documentation BPM/DEM R R, A

Detail design papers DEM R, A R

Data conversion programs DMA R, A R, A

Functional risk assessment PJM R R R, A

Test strategy and test plan SPT R R R, A

Training plan and training documentation TRN R R R, A

Prepared test documentation SPT R R, A R

Unit- and integration test executed and signed off SPT C R, A R

Cutover strategy and plan defined PJM R R R, A

Data migration plan and schedule defined DMA R R R, ALocal authorization concept defined SAA R R R, A

Local SOPs defined OCM/BPM R R, A

Project reporting (scope, resources, timeline, risks) PJM R R, A

Approval of local build PRM R R, A R

Quality review/report (incl. action plan) PRM C C R, A

Deliverables

Main deliverables


Execute stage pilot and rollout projects



44/87


Local cut-over preparation

Month 1

Year



preparation

Execute


Local cut-over

M MMM M

Support local business during user acceptance testing Define and agree upon go-live criteria list Execute master and transactional data loads Carry out data verification Conduct end-user training Set up user profiles Create quality report Define action plan for open issues Go-live communication to business and customers Perform gono go decision Cut over support and bug fixing

User acceptance testing executed and signed off Go-live criteria fulfilled and approved Data loads signed off and execute Date verification performed and accepted End-user training executed Training need analysis updated after training execution User profiles setup and blocked Project report (scope, resources, timeline, risks) Quality report signed Corrective actions defined and agreed upon Go live communication Detailed support organization for local cut-over defined Approval for go-live


Complete the final preparation, system management, move from a pre-production environment to the live system





45/87



Month 1

Year



preparation

Execute


Local cut-over

M MMM M


Support local business during user acceptance testing SPT R R R, A

Define and agree upon go-live criteria list PJM R R R, A

Execute master and transactional data loads DMA R, A R R

Conduct end-user training TRN A R R, A

Carry out data verification DMA R R, A R

Set up user profiles SAA R R, A

Create quality report PJM R R, A

Define action plan for open issues PJM R R R, A

Go-live communication to business and customers PJM R R, A C

Perform gono go decision PJM R R, A RCut over support and bug fixing COE R R R, A


Main activities





46/87



Month 1

Year



preparation

Execute


Local cut-over

M MMM M


Main deliverables

User acceptance testing executed and signed off SPT C R, A R

Go-live criter ia fulfilled and approved PJM R R, A R

Data loads signed off and executed DMA R R, A R

Date verification performed and accepted DMA R R, A R

End-user training executed TRN R R, A C

Project report (scope, resources, timeline, risks) PJM R R, A

Quality report signed PJM R, A R

Corrective actions defined and agreed upon PJM R R, A R

Approval for go-live PJM R R, A R

Go live communication OCM R, A CUser profiles setup and blocked SAA R, A R R

Training need analysis updated after training execution TRN R R, A

Detailed support organization for local cut-over defined COE R R R, A






47/87


Local cut-over

Month 1

Year



preparation

Execute


Local cut-over

M MMM M

End-user support Bug fixing Prepare and execute first month end closing Hand over from local project team to local organization Hand over to support organization and ongoing support

Final Data loads executed and signed off (finance, after closing) Controlled ramp-up in Hyper-care mode Preparation of handover and handover sessions


Ramp up live system and finalize cut-over, prepare handover to support organization





48/87


Local cut-over

Month 1

Year



preparation

Execute


Local cut-over

M MMM M


End-user support BPM R R R, A

Bug fixing BPM R R, A

Prepare and execute first month end closing BPM R R R, A

Hand over from local project team to local organization PJM R R R, A

Hand over to support organization and ongoing support PJM R R R, A


Main activities





49/87


Local cut-over

Month 1

Year



preparation

Execute


Local cut-over

M MMM M


Main deliverables

Final data loads executed and signed off (finance, after closing) DMA R R, A R

Controlled ramp-up PJM R R R, A

Preparation of handover and handover sessions PJM R R R, A



Achieve stage sustain and continuous improvement



50/87



Sustain and improve

Month 1Year


Achieve

Ensure

sustain

Continuous

improvement

Ensure sustain

Continuous improvement




51/87


Ensure sustain


Month 1

Year


Ensure sustain


System monitoring, management and tuning Incident and problem management Service management User authorizations and profiles management Change request and transport management Job scheduling Support pack and upgrade management Data archiving

Available and efficient SAP systems Efficient service processes Satisfied end-users Business value generating SAP solution Archived solution data


Ensure smooth operations of the live site




52/87


Ensure sustain



System monitoring, management and tuning COE

Incident and problem management COE

Service management COE

User authorizations and profiles management SAA

Change request and transport management COE

Job scheduling DEM

Support pack and upgrade management DEM

Data archiving PRM

Main activities

Month 1

Year


Ensure sustain



Achieve stagesustain and continuous improvement



53/87



Main deliverables

Available and efficient SAP systems COE

Efficient service processes COE

Satisfied end-users COE

Business value generating SAP solution PRM

Archived solution data PRM


Ensure sustain

c e e stage susta a d co t uous p o e e t

Month 1

Year


Ensure sustain





54/87



g p

Month 1

Year


Ensure sustain


Identify, scope, and implement improvement projects (on top of allensure sustain activities)

Optimized SAP system Continuous improvement of business value


Secure continuous improvement of business value




55/87



g p

Month 1

Year


Ensure sustain



Identify, scope, and implement improvement projects (on top ofall ensure sustain activities)

PRM

Main activities



Main deliverables

Optimized SAP system BPM

Continuous improvement of business value PRM

Short version of stage overview


56/87


g

Would be good for an overview of the IDEA stages

An overview of the 4 stages and the phases

A high level listing of activities; deliverables and timelines by stages

IDEA: Stage implementation approach


57/87


Insight AchieveDesign Execute

Insight preparationGlobal

preparation

Local

preparationEnsure sustain

Global business

bueprint

Global realization

Ongoing support,

rollout and

maintenance

Local cutover

Local business

blueprint

Local realization

Local cutover

preparation

Strategy

bueprint

Program

definition

Continuous

improvement

IDEA: Stage implementation approach


58/87


Understand the current

strategic business

objectives and as-is way

of working

Define/develop the

strategic business

objectives, scope,

and structure Document the strategic

vision and case

for change

Define and document

the solution scope

Define the

implementation strategy,

overall program plan

and schedule

Build and test template

system (configurationand RICEF

development)

Handover solution to

centre of excellence

Rollout project plan

Perform DRAFT FIT/

GAP against template

Conduct "White Smoke

Workshop" to get

blueprint approval

Conduct testing

Prepare cut over plan

Hand over to support

organization and

ongoing support

System monitoring,

management and tuning

Incident and problem

management

Service management

Identify, scope, and

implement improvement

projects (on top of allensure sustain activities)

Key stakeholders

Business owners

Sponsors

Program management

Business owners

Project team

Key users

Local business owners

Project team

Key users

Centre of excellence

Support team

6 months 10 months 10 months TBDDuration

(estimate)

Activities

Required

resources

Insight AchieveDesign Execute

Timelines


59/87


Please update according to the project!

MFJDNOSAJJMAMFJDNOSAJ

Year 1 Year 2

JMAMFJ

Year 3

Phases

Global realization

Local business blueprint

Global business blueprint

Local cut-over prep

Execute

Design

Global project prep

Local project prep

Achieve

Insight

Local realization

Ongoing support, rollout & maint

Local cut over

Stage: Insight

I D E A


60/87


Activities

Initiate and plan the Insight stage Set up Insight stage organization and infrastructure Review the initial risks Understand the current strategic business objectives

and as-is way of working Define/develop the strategic business objectives Identify target benefits Conduct synthesis workshop with senior management and

key stakeholders Document the strategic vision and case for change Developing high level KPIs for the organization at the appropriate

levels within in the process model Define the future setup of all related processes and organizations Definition of the scope and structure of projects, identifying the pilot

project and elaborating a implementation plan and sequence Define methods, techniques, tools, standards, and procedures that

will be applied throughout the life of the program Consolidate the figures and set up a business case and describes

the transformation concept

Deliverables

Insight stage project organization chart Overview and Insight stage plan High level risk assessment Insight phase plan and status management approach Insight phase kick off pack and workshop materials Updated budget Strategic business objectives Strategy blueprint SAP solution map Operations design Business initiatives Target business benefits for the business initiatives Enterprise IT strategy Implementation scope and strategy Program management strategy Data management strategy Organizational change management strategy Business case Transformation concept

Purpose Create a compelling and adaptive business framework for future business processes/scenarios aligned with all stakeholders

Stage: Design

I D E A


61/87


Initiate and start planning of the template project Define and document the solution scope Define the implementation strategy, overall program plan and schedule Define and document the program and project standards, guiding

procedures and governance process Define template scope Prepare and conduct business requirements workshops Prepare and conduct White Smoke Workshop 1.

Create blueprint documentation Build template system (configuration and RICEF development) Perform data cleansing Prepare and conduct White Smoke Workshop 2 for approval of template

system configuration Perform functional risk assessment Promote template scope to quality system Plan, prepare and execute unit- and integration testing Plan cut over Set up of global security and authorization concept

Prepare and conduct White Smoke Workshop 3 for approval of testedtemplate environment

Production support Going live check: verification session Updated long term rollout plan Handover solution to centre of excellence

Activities Deliverables

High level program plan System and client concept End-user training strategy Organizational change management plan Data migration strategy Authorization strategy Development and configuration standards Technical change management strategy Business blueprint Business scenario Business process flows Process Master List (PML) Functional specifications (RICEF List) Data conversion object list System configuration documentation Test strategy and plan Authorization matrix Data Migration plan

Cut over plan Unit-/integration test overview list Quality review/report (incl. Action plan) Going live check: Verification session report Program closure document

Purpose

Design and build of harmonized processes supported by common data standards, and realization of a system global template

Stage: Execute

I D E A


62/87


Activities

Update rollout project plan Detail blueprint WBS Write local business case Perform DRAFT FIT/GAP against template Perform user requirement workshop to identify local GAPs Planning for implementation of GAPs (local add ons and

template extensions) Align local data cleansing approach Align local data migration approach Identify and manage required organizational changes Define local end-user training strategy Conduct White Smoke Workshop to get blueprint approval Prepare testing for local scope and template extensions Execute unit- and integration testing Execute data collection and cleansing Prepare cut over plan Preparation of end user training material Create/update local SOPs

Promote local project scope to production environment Define and agree upon go-live criteria list Perform gono go decision Cut over support and bug fixing End-user support Hand over from local project team to local organization Hand over to support organization and ongoing support

Deliverables

Business blueprint WBS Project communication plan Project risk management plan Local kick-off meeting Documented FIT/GAP analysis Process Master List (PML) for project scope

Functional specifications for approved local specifics Local business scenarios Local process flows and requirements Local data migration object list Configuration logs and development specifications Detail design papers Test strategy and test plan Training plan and training documentation Unit and integration test executed and signed off Cutover strategy and plan defined User acceptance testing executed and signed off Go-live criteria fulfilled and approved

Approval for go-live Training need analysis updated after training execution Preparation of handover and handover sessions

Purpose

Implementation of harmonized processes by rolling out the template and managing organizational change

Stage: Achieve

I D E A


63/87


Activities

System monitoring, management, and tuning Incident and problem management Service management User authorizations and profiles management Change request and transport management Job scheduling

Support pack and upgrade management Data archiving Identify, scope, and implement improvement projects (on top of all

ensure sustain activities)

Deliverables

Available and efficient SAP systems Efficient service processes Satisfied end users Business value generating SAP solution Archived solution data Optimized SAP system

Continuous improvement of business value

Purpose

Stabilization of harmonized processes after the systems are live and the management of continuous improvement

Mini version focused on description


64/87


This is more focusing on an overview and explicitly explains difference between

pilot and rollouts

"Is that all there is?"

Insight stagestrategy blueprint and program definition



65/87


Overview

Improvement

Insight stage contains a number of work packages setting the framework and directionfor the program

Strategic visionclarifies the overall direction the organization is heading to and aligns these

results among all senior management. The strategic vision is the basis for all follow-up activities

of the program, It describes the business objectives and collects ideas on business

opportunities to reach the business objectives

Macro designdelivers a process overview down to level 2 representing the future operating

setup. In addition, the processes are mapped to SAP solutions and a first cut of the future

system landscape is sketched

IT strategy and architecture: Future setup and governance of the new IT system landscapeand the transformation process towards the system landscape

Business case and transformation planconsolidates the figures elaborated in previous work

packages sets up a business case and describes the transformation concept, thus preparing

the necesSAAy qualitative and quantitative data for the program charter

Finally program charterbrings together all elements of the Insight phase and enables a formal

sign off and closure

Strategy blueprintand program

definition

Global template

Pilot

Rollout


O i



66/87


Overview

Creation of a global system and papertemplatethat covers the majority of business

processes, systems and data. The template system is created, including test scripts, training

material, high level pilot plan, focusing on global harmonizationof processes

A core teamof business and IT people from the client together with our consultants will design

the template and prototype it, business involvement is ensured by following the White Smoke

Workshopapproach

The template will cover global conceptsand standardized processesfor all business areas,

plus standardized datasettings and numbering conventions to support the clients business

The template design will be based on SAP standard functionalitywherever possible, any

enhancements or modification to SAP standard functionality have to be covered by a

business/benefit case and must be approved

All requirements for new processes or process changes are coordinated by the central

template team(template guardianship), consisting of business process owners and

IT model owners

Strong change controlwill be employed to manage and ensure the integrity of respectiveapplications and infrastructure, all changes have to be approved by the change control board

Only approved changerequests are implemented

Improvement


definition

Global template

Pilot

Rollout


O i ( il t)



67/87


Overview (pilot)

A pilot sitehas been chosen that is representative for the business needs across all sites.

Focusing on one pilot site mitigates the risksthat endangers business continuity andis seen as the best learning tool for client staff to familiarize themselves with the technical

solution and global processes

The pilot implementation will cover The pilot will prove the designed solution, before parallel

rolloutsto other countries are initiated

The pilot will not only prove process designand system functionalitybut also the

rollout approach

During the template design and pilot implementation Lodestone experts will conduct

knowledge transferto client employees, allowing client to start building up an internal SAP

expert teamthat can execute later rollouts and replace external consultantsImprovement


definition

Global template

Pilot

Rollout


O i ( ll t )



68/87


Overview (rollouts)

All rollouts follow the same project phases as the pilot implementation, with defined tasks,deliverables,and responsibilities

To ensure business continuitythe rollout team will also provide a post go-live support

to each country, while continuing with the next rollout

The external time and resourcesrequired for the rollouts decrease constantlysince

solutions developed in earlier implementations can be leveraged across various countries

Client will build up an internal organization to support all countriesthat are live on SAP;

the pilot implementation will be supported by the core team

Cross functions work streams such as scoping, rollout planning, security, and authorization,

testing, training, and data migration management will be covered centrallyacross all rollouts,

to ensure consistency across all rollouts and focused risk and issue management

Improvement


definition

Global template

Pilot

Rollout


Overview



69/87


Overview

Lodestone will assist the client to setup and implement a powerful and sustainable

support organization

The built support organization is responsible for the daily support and takes over

the planned rollouts in new market organizationsafter program closure

Improvement


definition

Global template

Pilot

Rollout

Alternative non-scientific soft version


70/87


Activities and deliverables represent a client exampleand haveto be adapted!

They are not always in line with the typical IDEA approach

Project timelines

Insight stage



71/87


Insight stage

WeekWeekWeekWeekWeek

MonthMonthMonth

Year

Week WeekWeekWeekWeekWeekWeek

Insight

Design

Strategy blueprint

Process and organization review

Business case transform. conc., project charter

Program definition

Program preparation

Phases

IDEA Insight stage establishes the project team and the necesSAAy infrastructure and procedures required,

elaborates a compelling and adaptive business framework for future business processes/scenarios aligned withall stakeholders and details the strategies for implementation, program management, change management and

data management, the future IT setup. It combines all results and decisions in a business case, a transformation

concept and a program charter

Insight: Strategy blueprint

Detailed timelines strategy blueprint


72/87


Detailed timelines strategy blueprint

Month 1

Year


Insight

Process/organizationreview and strategy vision

Program definition

Strategic blueprint

M

Strategy blueprint establishes a compelling and adaptive business framework for future business processes/scenarios. It describes the level 0 process model

and develop it further down to a level 2 process model representing the future operating setup and evaluating the benefits of changes

Business case trans-form. conc., project charter

M M M

Week

MonthMonth

Week WeekWeek Week

Business rules matrixDevelop business rules matrix

Opportunities/target benefitsDescribe opportunities/target benefits

Define SAP mapping/SAP solution map

Process modelProcess macro design

Gaps identified

Fit/Gap-Workshop process macro design

SAP mapping/SAP solution map

Fit/Gap-Workshop organization, and roles

Prototype Workshop

Define key performance indicators

Org. setup, roles and responsibility

Key performance indicators

Organization, roles and responsibilities

Deliverables

Prototype, deltas identified

Activities

Aligned strategy blueprint

Define service level agreements Service level agreements

Approval Workshop OCM/Training Strategy

Gaps identified

Insight: Program definition

Detailed timelines methodology and validation


73/87


Detailed timelines methodology and validation

CLIENT will use the Lodestone IDEA methodology and the validation approach incorporated in it. However, IDEA has to be tailored and sized to the CLIENT

requirements in order to deliver all necessary elements and at the same time chose an efficient approach. At the same time it has to be decided, if and how

the methodology already used in the ongoing projects can be integrated results will be aligned in two workshops

Month 1

Year


Insight


Program definition

Strategic blueprint

M


M M M

Month

Week WeekWeek

Month

Week Week DeliverablesActivities


Aligned methodology/validationApproval WS meth./validation/document


Validation planCreate and approve validation plan

Review development/customizing stand.

Doc. catalogue/templates

Fit/Gap Workshop method./validation Identified gaps

Revized standards

Review method./validation approach Analyzed approach

Integrate IDEA into current approach Right sized project method.

Define document catalogue and templates


Detailed program strategies


74/87


Program definition

Strategic blueprint

Detailed program strategies

Month 1

Year


Insight


M

The program strategies stream within program definition of the Insight phase sets the cornerstones for the overall implementation strategy by defining the

template scope, the sequence of country-rollouts and the pilot country, by setting up the organizational change vision and the data management strategy.

In addition, the overall program management strategy is set up


M M M

WeekWeekWeekWeekWeek

MonthMonth

Program management toolsProgram management organization

Data management strategyApproved OCM/training strategyApproval Workshop OCM/training strategy

Training strategy

Organizational change visionOrganizational Change Mgmt. Strategy

Approved PM/implementationApproval Workshop PM/ implementation

Roadmap and rollout approachImplementation strategy

Approval Workshop data mgmt. strategy

Data management strategy


Approved data mgmt. strategy

Training strategy

DeliverablesActivities

Master data strategy development approach

Master data strategy is key for global solutions


75/87


Master data strategy is key for global solutions

Implementa-

tion approach

Target

benefits

Analysis Roadmap

Define strategic

benefits

Define

operational

benefits

Define cost

benefits

Define effort for

implementation

and change

Elaboration of

different

transition paths

with pros and

cons

Alignment with

overall

business and

IT roadmap

Change

management

concept

Strategic

framework

As Is

analysis

Understand as-

is process

structure and

behavior

Fix scope

Understand

and deepen

context

(business

strategy,

products,

processarchitecture,

organization)

Illustrate

system land-

scape with all

data sources

Identify As-Is

master data

situation

(design areas

along the

master data

strategy)

Identifyoptimization

potential (short

term, middle

term, long

term)

1 2

Design

Constitute rules

for structures

Define rules for

terminology

and syntax

Constitute

number range,

data fields etc.

Structures

& standards

Master data

processes with

roles for apply,

maintain and

close for

master data

Data quality

concept

Data ownership

Processes

& organization

Business

requirements

for system

support

Assessment of

different

system setups

MDM vs. ECC

Revise system

landscape

Decide about

leading systemper process

Systems

& technology

3 4 5 6 7

Constitute key design principles Potential changes, fit/gap to best practices

Master data strategy

The following approach will be applied for the master data objects materials, customers, vendors, and routing database


Detailed IT strategy and architecture


76/87


Program definition

Strategic blueprint

Detailed IT strategy and architecture

Month 1

Year


Insight


M

IT strategy and architecture defines the funDMAentals of IT approach to the program and aligns it with the enterprise IT strategy.

It contains the design of the ERP architecture as well as the definition of the IT operational processes, the organizational structure of the support organization

and the technical change management processes and tools

Business Case Trans-form. conc.,project charter

M M M

WeekWeekWeek WeekWeek

Month Month

Activities


Approved IT org. and proc.

Technical CM processes/toolsDefine IT change management

Approval workshop IT org. and proc.

Define ERP architecture ERP Systems/clients/flows


Define IT operation IT Services/infrastr./organiz.

Deliverables

Define IT organization Support organization setup

Project timelines

Design stage



77/87


g g

WeekWeekWeek

MonthMonthMonthMonth

YearYear

Week Week Week WeekWeekWeekWeekWeekWeekWeekWeekWeekWeek

Program preparation

M2

Label

M3

Phases

Solution build

Solution test

Global realization

Label

M1

Label

Global blueprint

Global blueprint signoff(White Smoke Workshop 1)

Global system configured(White Smoke Workshop 2)

Global system tested(White Smoke Workshop 3)

Design (template)


"White Smoke" Workshop 1



78/87


Business process design slides/flows

Abstracts of reengineering opportunities

Proposal for org structure

Gap list from blueprint phase

Pre-reading for participants

Agreed organizational structures

Agreed business processes and concepts

Decisions for closing identified gaps

Selections of business processes/solutions to be shown at WS2

Deliverables

p

Month

Year

Month Month Month

Global blueprintProgr.prep. WS 1

Global realization

Design (template)

Solution build Solution test

M

M M

Agree on blueprint deliverables (scope and solutions) as starting point

for the realization phase

Sign off/approval of key deliverables

Formally close blueprint phase

Objectives

Perform and finalize business process modeling and prepare slides todemonstrate the business processes with key business activities

Prepare abstracts on reengineering opportunities (slides) representing

key statements/decisions

Elaborate org structure based on business processes collected and

proposals for mandatory/best practice solutions

Prepare list of open decisions to be made for closing identified gaps and

work out options and proposals

Preparation

Present proposal for organizational structure set upPresent key content of reengineering opportunities

Present options and proposals for closing gaps and for degree of

standardization (mandatory/best practice)

Present business processes on slides containing key activities incl. brief

description and responsibilities. Discuss planned/defined harmonization

per key activity

Define business processes and/or functionalities to be shown at WS2

Execution





79/87


Detailed slides with further explanations of SAP functionalities

shown in SAP

Slides with description of new/pending decisions to be made incl.

proposals of team


Share touch and feel of SAP solutions worked out

Agree on proposals made for remaining decisions

Agree on rough cut prototype (RCP) solutions and sign off prototype

Identify and agree on remaining tasks for closing realization phase

Define solutions to be shown at last WS3

Deliverables

p

Month

Year

Month Month Month

WS 1Global realization

Design (template)

Solution build Solution test

M

M M

Show configured solutions in SAP

Match expectations/business understanding with solutions presented

with or without SAP

Collect areas for adjustments of current solutions

Objectives

Configure and set up SAP to be able to show selected businessscenarios, processes and solutions

Prepare synopsis and detailed slides for SAP demos

Prepare slides for solutions worked out which will not be shown in SAP

(e.g., interfaces/solutions based on functional specifications)

Work out proposals for new/pending decisions

Preparation

Present solutions in SAP (processes and functionalities). Use 2 beamers tohave slides for illustration and SAP screen in parallel

Present solutions not shown in SAP

Present proposals for new/pending decisions and agree on proposal or define

mitigating actions

Execution

Global blueprintProgr.prep.





80/87


Detailed slides with further explanations of SAP functionalities

shown in SAP

Slides with solutions worked out since WS2


Agree on core deliverables and sign off global realization phase

Deliverables

Month

Year

Month Month Month

Global blueprintProgr.prep. WS 1

Global realization

idea method overview slides_reviewed_pf

Documents