sap organization change management
TRANSCRIPT
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Organization Change Management (OCM)
Driving Business Value and Leveraging Change as an Asset
Fred Asher, [email protected]
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Agenda
What is Organization Change Management (OCM)?
Value of OCM/Training for Project Success
IT OCM Methodology
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What is Organization Change What is Organization Change Management (OCM)?Management (OCM)?
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What is Organization Change Management?
A systematic process that mitigates risks and leverages change as a resource for project success
It is an actionable, process-driven effort with work streams of activities and tasks
Includes training as a primary work stream as well as a tool set
It has templates, forms, checklists and quality measurements that drive the OCM process
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Levels and Types of Change Management
Project Change Management
Project Change Management
Organization Change Management
Organization Change Management
Change Control Board
Change Control Board
• Addresses changes in cost, budget and schedule at project level
• A change large enough to impact a baseline (approved) Project Management Plan (scope of deliverables), Schedule or RAM
• Changes to the project that impacts baseline requirement or specification documents to be updated for quality but not enough to impact time and/or cost
• Manages leadership engagement, end user adoption and project team effectiveness challenges
• Develops project team member, super user and end user capabilities
• Ensures business readiness using effective communications and training.
• Manages the impact of technology changes to the landscape and architecture.
• Analyzes change request and its impact
• Identifies degree of impact and provides consulting support on recommended options.
Project PeopleTechnology
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The Value of OCM/TrainingThe Value of OCM/Training
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Source: Deloitte Consulting and Benchmarking Partners (Based on a study of 62 companies that have gone live with an ERP system)
Note: Rounded percentages; not all categories are shown as bars
2%
2%
3%
4%
1%
2%
4%
8%
2%
4%
5%
6%
6%
7%
7%
8%
16%
1%
0% 2% 4% 6% 8% 10% 12% 14% 16% 18%
PEOPLE 62%PEOPLE 62%
PROCESS 16%
TECHNOLOGY 9%
KNOWLEDGE ASSETS 3%
Change Management
Internal Staff Adequacy
Project Team
Training
Prioritization/Resource Allocation
Top Management Support
Consultants
Ownership (of benefits to others)
Discipline
Program Management
Process Reengineering
Stage/Transition
Benefit Realization
Software Functionality
Application Portfolio Management
Enhancements/Upgrades
Data
Reporting
Top Issues Organizations Face During Enterprise Resource Planning
Change, Training, and Risk Management Imperatives
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Customers view Change Management as a strategic success factor for a SAP project
“What impact did Change Management have on the
success of your last project?
OCM Benefits for Large Projects
210 organizations involved
“Change Management online survey, May 2004”(Cooperation of SAP Business Consulting, DSAG e.V., University of Mannheim)
79% say that Change Management had a high or very high impact on the success of their project?“
28%
51%
17%4%
0%
Very high Very low
Project manager, program manager, steering committee
47% manufacturing, 53% services
Mostly SAP R/3 implementations(FI/CO, MM, PP, SD, HR)
65% supported their projects with OCM proactively
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OCM MethodologyOCM Methodology
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OCM/Training Methodology
DevelopDevelop
DeployDeploy
DesignDesign
IdeaIdea
Stakeholder Management and Engagement Planning
CommPlanning
DefineDefine
Process Impact Analysis and Action Plan
Comm.Development
Super User and Change
Agent Strategy
End User Role
Mapping
CommunicationsExecution
Site Mgt and Roll Out
Leadership and Stakeholders
Communications
Business Readiness
Business Process and Organization Work Design
Team Effectiveness
End User Training
Development
Training Logistics
and Delivery
Training and Enablement
Business Team Development and Induction
PM Process
Org
an
iza
tio
n C
han
ge
Ma
nag
em
ent
(OC
M)
an
d T
rain
ing
Sc
an
DevelopDevelop
ImplementImplement
DesignDesign
PlanPlan
AnalyzeAnalyze
OCM/Training
Team Building and Performance
Business and Site Readiness Review
Project/Business Team Training Development and
Delivery
Deployment
Site Readiness Preparation
OC
M W
ork
Str
eam
s
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Add Stages for Level of Project Complexity
Scale of Change
1 1098765432
Communications
People Transition Planning (Business Readiness)
Perf Mgmt/Incentives & Rewards Alignment
Skills & Competencies Alignment (Project Team/Leaders)
Leadership and Sponsorship Alignment (Stakeholder Engagement)
Assessment/Monitoring/Measurement (OCM Scan)
Job/Organization Alignment (Business Impact and Role Mapping)
Minor changes
Smallchange to
role
Large change to
Role
Complexnew job
processes
Briefing Documents
Quick Reference Cards / Work Instruction
On-line / Self Paced Training
Webinar Training
Instructor Led Training
New role
Project Team Training
CH
AN
GE
MA
NA
GE
ME
NT
EN
D U
SE
R T
RA
ININ
G
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OCM Fast Track Option
Organization Change Management ProcessOrganization Change Management Process
Stakeholder Management
Stakeholder Management11
Business Team Development
Business Team Development22
Communications Planning
Communications Planning33
Process Impact Analysis
Process Impact Analysis44
Business Readiness
Business Readiness55
End User Training
End User Training66
IdeaIdea DefineDefine DesignDesign DevelopDevelop DeployDeploy
Project Life Cycle Stage Gate MethodologyProject Life Cycle Stage Gate Methodology
OCM Work StreamsOCM Work Streams
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OCM Tool Kit Deliverables
Deliverables Description
1Stakeholder Management and Engagement Plan
Identifies most important stakeholders and their needs. Includes engagement options and monitoring plan.
2Business Team Development Plan
Provides on boarding, training, development, and engagement activities for business project team members, business leaders, Business Process Owners (BPOs), Subject Matter Experts (SMEs) and Super Users.
3Communications Plan and Schedule
Identifies required project, business and functional communications requirements. Includes schedule of communications releases
4Business Process Impact Analysis and Action Plan
Detailed analysis of the business impact to include end user role mapping, functional communications requirements, and others. Provides list of recommended actions for HR, project team, business and OCM.
5Business and Site Readiness Assessment with Recommendations and Schedule
Identifies requirements to prepare the business and sites for implementing the change. Provides a report on findings with project, business, HR and OCM recommendations, action items and schedules.
6Training Needs Assessment and Delivery Plan with Schedule
Evaluation of training needs for the project team and end users. Includes training development and delivery plan with schedule.
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Stakeholder EngagementNeed greater clarity for business/HRLeaders’ role to direct and support project efforts and expected changes.
Business ReadinessDevelop more detailed plans at local
level for plant leadership
Business Team DevelopmentEnsure teams understand the escalationprocess and clarify roles and responsibilities.
End User TrainingRedesign training curriculum and better alignwith the new business processes.
CommunicationUpgrade approach as comm has been limited and inconsistent regarding project initiatives, specifically SAP Merchandising.
Process Impact ManagementClarify process maps, identify roles and responsibilities changes. (Organization Work Design)
OCM/Training Scan Sample Report Dashboard
OCM/Training Engagement Process
PM MeetingPM Meeting OCM/TrainingScan
OCM/TrainingScan
ExecutiveReport
ExecutiveReport
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Summary
Organization Change Management (OCM) is an Organization Change Management (OCM) is an important project leadership accountability and important project leadership accountability and critical to project success.critical to project success.
OCM has key deliverables and requires OCM has key deliverables and requires adequate resources to accomplish them.adequate resources to accomplish them.
The level of OCM effort depends on the scope, The level of OCM effort depends on the scope, deadlines, criticality and complexity of the deadlines, criticality and complexity of the project.project.