page 1 proprietary and confidential challenges and opportunities implementation survival in a dot...
TRANSCRIPT
Page 1 Proprietary and Confidential
Challenges and OpportunitiesImplementation Survival in a Dot Com
World
Lori Mueller
marchFIRST
Chicago, IL
312-913-3213
Page 2 Proprietary and Confidential
Agenda
> What are you getting into?
> ERP related tasks
> Dot Com related tasks
> What is the same
> What has to change
Page 3 Proprietary and Confidential
Agenda
> What can go either way
> Keeping your sanity
> Making it work
> Questions / Answers / Observations
Page 4 Proprietary and Confidential
Overview
> Do you remember the good old days when implementing a system took 18 to 24 months and that was totally acceptable?
> Do you remember when cost was a key deciding factor?
> Do you remember when you felt like you really knew what you were doing?
Page 5 Proprietary and Confidential
What are you getting into?
> Keys to success in the dot com world> Creating new markets> Being first to market> Providing the best products and services> No glitches when you go live> Getting the VC money> Getting the pop on the IPO
Page 6 Proprietary and Confidential
What are you getting into?
> Time to market is key> Resources and costs are secondary> Features and functions will be deferred only if
they jeopardize the “go live” date
Page 7 Proprietary and Confidential
What are you getting into?
> Controlled and uncontrolled chaos> Change, change and change again
> By the week, day, hour> Website de jour syndrome> More reactive than proactive
Page 8 Proprietary and Confidential
What are you getting into?
> Business champions are unsure of which way to go> Want advice and options> Don’t, won’t or can’t make a decision
Page 9 Proprietary and Confidential
What are you getting into?
> Formal documentation, work plans, design documents, etc. are commonly ignored> Considered CYA if they come from a consulting
organization> It is really wanted but not to the same degree
as ERP implementations> When push comes to shove you better have
something
Page 10 Proprietary and Confidential
What are you getting into?
> Most companies don’t have a clue of what they are really getting into> It looks so easy it can’t be that difficult> Kids are creating web sites in no time, why isn’t
ours up?> Who needs a business plan -- we need a web
site!
Page 11 Proprietary and Confidential
What are you getting into?
> Most packages in the marketplace are version 1.0 (even worse - beta)> The same things that we ran into in the Eighties
is happening again> Technologies are more diverse and ever changing> There is little or no support
> Technical> Documentation> Professional services
> No proven track record
Page 12 Proprietary and Confidential
What are you getting into?
> Having the knowledge and skills to envision, design, and deploy e-Commerce solutions involves a combination of skills> Business knowledge> Technical knowledge> Ability to work under daily pressure> Handling egos and demanding customers> Letting go> Willingness to take a risk and lose
Page 13 Proprietary and Confidential
ERP related tasks
> Business requirements gathering
> Package software, hardware and tool evaluation and selection
> Project and phase plans
> Gap analysis
> Customization and data migration
> Conference room pilot
Page 14 Proprietary and Confidential
ERP related tasks
> Review and final development
> Testing (Unit, System, Stress , User Acceptance)
> Training
> Deployment
> Post deployment support
Page 15 Proprietary and Confidential
Dot Com related tasks
> Visioning Sessions
> Business workshops
> Package software, hardware and tool evaluation and selection
> Project and build plans
Page 16 Proprietary and Confidential
Dot Com related tasks
> Customization and personalization
> Integration and messaging
> Demonstrations
> Review and final development
Page 17 Proprietary and Confidential
Dot Com related tasks
> Testing (Unit, System, Browser , Performance , User Acceptance )
> Marketing and customer awareness
> Post deployment support
> Site traffic data review
Page 18 Proprietary and Confidential
What is the same
> For the most part, everything> You must understand the goals of the
organization before you purchase or build a solution
> You must plan and prioritize the tasks> You must document decisions> You must listen and think creatively> You must ensure that the end solution works
Page 19 Proprietary and Confidential
What is the same
> People do not like change
> People have opinions
> Bad business practices will not be fixed with the solution if people don’t get it
> There is never enough time
> Money will eventually run out
Page 20 Proprietary and Confidential
What has to change
> You don’t have the luxury of time> Speed to market is critical> By the time you get to market, there will be
competitors that had not been in play when you started
> Your competitors will be that much further ahead of you
> Your customers (internal and external) as well as stakeholders will become impatient
Page 21 Proprietary and Confidential
What has to change
> You need to look at things in a different light> You cannot spend months in design and then
more months in development> The waterfall approach will not fit easily
> Use an iterative and incremental process resulting in usable releases
> No more big bang
Page 22 Proprietary and Confidential
What has to change
> You will be on a roller coaster> Vendors will not be able to support you in the
manner you in which you may be accustomed> There will be a lack of skilled resources to
complete the solution> Technologies will not talk or integrate to each
other> One day it works and the next it doesn’t
> You will have a “dot com” kind of day
Page 23 Proprietary and Confidential
What has to change
> Being rigid is out - you must be able to quickly adapt your development processes> The people in charge may hove no experience
in brining organizations to the web> May act like they are leading edge but want security
of traditional methods
> Changes may occur by the week, day, hour, minute
> Decisions must be quick and direction must be clearly set
Page 24 Proprietary and Confidential
What has to change
> Technology is changing> Standards are hard to come by> Developers are often enamored with the latest
and greatest technology and not with getting the solution done
> They want to be leading edge and tend to get bored easily
> The market is tight and good resources are hard to find and retain
Page 25 Proprietary and Confidential
What has to change
> You are opening your organization to the unknown> The solution will be used by external customers
> Not easily trained (On-line help is a must)> Use hardware, software and browsers that are not
state of the art> They will do things you never expected
> If it fails the first time someone visits your site, they won’t be back
Page 26 Proprietary and Confidential
What has to change
> Security is critical> You don’t want to have all of the credit cards
for your customers stolen> New laws are in the works for handling
personal information> You never know when the “bugs will bite”
Page 27 Proprietary and Confidential
What has to change
> Your business champions must be open to change> Traditional business approaches may not work
> They may not be adaptable> They may be overlooked until it is too late
> A bad process will be exaggerated when you get to the web
Page 28 Proprietary and Confidential
What has to change
> You must get the word out> Customers will not knock your door down if
they don’t know what is behind it> Marketing of the site is critical> Content must be valuable, engaging, and fresh
> You need ways to continually bring customers and site visitors back
Page 29 Proprietary and Confidential
What has to change
> UML (Unified Modeling Language) is used for almost all design and development processes> Actor Diagrams and Scenarios> Use Cases> Activity Diagrams> Module Specifications
Page 30 Proprietary and Confidential
What has to change
> Actor diagrams are visual representations of the different actors that will use the solution> May be internal (administrators, catalog
managers, credit managers, customer service representatives, etc.)
> May be external (site visitor, registered user, customer, supplier, etc.)
> You need to understand what they do and how they will interact
Page 31 Proprietary and Confidential
What has to change
> There is a one to one relationship between use cases and each interaction the actor has with the site> Use cases define an action
> May seem disjointed as they do not define an entire process
> You can link use cases together by defining actor scenarios
Page 32 Proprietary and Confidential
What has to change
> Activity diagrams link the use case with it’s decision and integration points> Useful tool for developers but not useful for
business process owners> Same limitations as use cases
Page 33 Proprietary and Confidential
What has to change
> Module specifications contain all information necessary to code a component of the solution> Screen layout> Data element definition> Tests and considerations> Objects and Methods> Program flow
Page 34 Proprietary and Confidential
What can go either way
> You can still create functional requirements> You need to know current processes as well as
the planned processes
> You will still need to know where the gaps are in the software packages selected> Customization may be more cosmetic than
programmatic
Page 35 Proprietary and Confidential
What can go either way
> Data flows work well with activity diagrams> You need to know what data is available and
where it is touched
> Match requirements to use cases to determine gaps> You may need to dig deeper into the packages
to make the connection
Page 36 Proprietary and Confidential
What can go either way
> Compromise on documentation> Document key decisions> Create proofs of concept to aid in business
decision making> Pictures are worth a million meetings
Page 37 Proprietary and Confidential
What can go either way
> Make the most of meetings> Meeting minutes are important> Ensure follow-up activities are monitored> Report progress> Try to get a decision on the topic during the
meeting> Be prepared to have all decisions changed and
reversed a number of times
Page 38 Proprietary and Confidential
What can go either way
> You need to show progress> Demonstrate the solution on a regular basis> Making cosmetic changes quickly can cover up
delays in back-end programming> Bring issues to the forefront and get a decision
> The packages just may not work the way they were sold
Page 39 Proprietary and Confidential
What can go either way
> Test, test and test again> Formal testing should be done but with a
different focus> Browsers> Breaking security> Content> User experience
> Find ways to reduce time between test periods
Page 40 Proprietary and Confidential
Keeping your sanity
> Be open to the challenge> Know when to stand your ground and when to
let go> Traditional development methodologies will
hold you back
Page 41 Proprietary and Confidential
Keeping your sanity
> Start with basic functionality and let it grow> Evolve the solution and entice customers and
visitors back with each rollout> Don’t try to automate all processes
> You can do manual processes in the beginning as there may be less traffic and demand on your site
Page 42 Proprietary and Confidential
Keeping your sanity
> Celebrate wins and acknowledge setbacks> Recognize that a setback may result in a better
solution> Morale will rise and fall as the project
progresses> Find ways to keep your team engaged and involved> Listen to issues
Page 43 Proprietary and Confidential
Keeping your sanity
> Things will change
> Focus on quality of deliverables
> Don’t take changes as personal> Things will continually change so take it in
stride
Page 44 Proprietary and Confidential
Making it work
> Learn from your team> Dot Com development has a natural process
> Similar to any solution development - just done in less time with less answers
> Learn from your competitors> Read the trade journals to see what is
happening (Business 2.0, Fast Company, Red Herring)
Page 45 Proprietary and Confidential
Making it work
> Beware of packaged solutions> Get references and check them out
> Recheck with those references midway through your project to see if they are still using the product
> Review documentation before making the purchase
> Only believe half of what you see in the demo and question the other half
> There are good ones available - make sure you know what you are getting
Page 46 Proprietary and Confidential
Making it work
> Take the challenge and enjoy the ride> You will learn a lot> You will see a lot> You will be more valuable to yourself, your
company, and in the market place