welcome to the lawson performance review (lpr). fuaad buras
TRANSCRIPT
Welcome
to
The Lawson Performance Review (LPR)
Fuaad Buras
Presentation Content (20 minutes)
The LPR Journey...
Setting the scene... Audience Participation!!
The LPR Framework... Approach, output and benefits
Steps & Prize Draw...
Too much of a software focus
Too many project Issues
Need for harmonisation
New Totalamber
New services - LPR
The LPR Journey
The LPR Journey
Business
People
LawsonM3
Processes LPRBALANCING
ACT
The LPR Journey...
Setting the scene... Audience Participation!!
The LPR Framework... Approach, output and benefits
Steps & Prize Draw...
In the last two years our business went through....
(1) Cost cutting : “Budget cuts / Closures / Downsizing”
(2) Expansion: “Into new markets / Hired more people”
(3) Introduction of new products / services
(4) Mergers / Acquisitions
(5) Implementation of new (M3 related) Technologies “e.g. Ancillary Applications / Handhelds, Bi and WebSphere”
The need for LPR – Conditions
(1) Low user buy-in: limited adoption and benefits from M3
(2) Poor data entered: low confidence in information provided by M3
(3) High level of administration: Spreadsheet culture / paper
(4) Fragmented processes: limited visibility / Departmental silos
(5) M3 is regarded as complex and not flexible tool
The need for LPR – Symptoms
In the last two years our business has experienced....
My question for you is . . .
“What actions have you taken to deal with the changes relating to both (Conditions or Symptoms) that resulted in you sitting down”
The need for LPR
Identified & Prioritised the issues?
Have you monetised them?! Cost implications & ROI?
Improvement Plan to tackle the issues?
Knowing is not enough!
A number of key elements that need to be done . . .
Senior Management provided clarity – through well defined and communicated policies
Senior Management devised a framework to incentivise and monitor through KPIs
Departmental heads translated the policies and KPIs to appropriate processes & procedures
M3 data setup and operational configuration adjusted and documented to support changes
Key staff engaged to understand and contribute to the implementation of changes
Changes tested – operationally and technically – before rollout
Users trained on M3 changes based on their own objectives, tasks and KPIs
Support organisation / Helpdesk engaged in understanding changes and how to support them
The need for LPR
The need for LPR
$10 million manufacturer ...
Inventory Reduction. A 20 percent reduction in the inventory of $3 million results in ongoing
benefits of lower inventory carrying charges. Using a carrying cost of 25 percent results in $150,000
Material Cost Reductions. A 5 percent reduction in material costs because of improved
purchasing practices results in annual savings of $225,000.
Labour Cost Reductions. A 10 percent reduction in labour costs because of less overtime and
improved productivity results in annual savings of $100,000.
Improved Customer Relationship Management. Improvements in customer
service typically lead to a 10% sales increase
Calibrating your M3 environment?
ProcessesLawsonM3
UsersBusiness
Your senior management needs your help...
Determining what, why and how to calibrate? = LPR
The need for LPR - Calibration
The LPR Journey...
Setting the scene... Audience Participation!!
The LPR Framework... Approach, output and benefits
Steps & Prize Draw...
The Lawson Performance Review (LPR) checks if M3 is configured appropriately to meet the business needs – strategy, processes and people.
An impartial fit-gap assessment
Roadmap for change – enhance, upgrade or re-evaluate
It is the data needed by the business manager “race strategist” to make informed decision....
LPR
The LPR – Approach, output and benefits
Enhance
Upgrade
Re-evaluate
Quick Wins
Initiatives
Define Set up Build & Test Rollout Support
Requirements Selection Contractual
Simplify GUISmart OfficeSearchQueries Module Implementation
Documentation MgtReporting ImprovementsTechnical TuningProcess Streamlines
We are Here?
FeasibilityProcessPlanGovernance
HardwareSoftwareDatabaseDataBusiness rules
ConfigurationReportsCustomisationIntegrationUAT
TrainingData CutoverLiveHandholding
HelpdeskDROperationsProjectsNew Joiners
Evaluation
BusinessProcessTechnicalPeoplePlans
RFIRFPMarket ResearchDemos
Due DiligenceNegotiationsDecision makingCommunications
Terms & conditionsLegalPayment
Users Education
Hours/Days
Weeks/Months
LPR
The LPR – Approach, output and benefits
LPR – Assessment Framework... Balancing Act
Business
People
LawsonM3
Processes
Local Culture Languages Skill Sets Buy-in Roles & Responsibilities
Market Strategy – Products / Services Customers Strategy Key Priorities Constraints Entities Performance Measures
Delivery Model – e.g. SaaS Modules Infrastructure Operating System Database Customisations Integration Information Reporting
Business Development Project Mgt Manufacturing Services Fulfilment Logistics Finance Customer Service Quality Assurance Human Resources
The LPR – Approach, output and benefits
LPRBALANCING
ACT
BUSINESS
Model KPIs Sites
Entities Local Regulations
Priorities
PEOPLE
Culture Roles Skill sets
Training Buy-in Capacity
M3
Modules Hardware Database
Information Network Support
PROCESSES
Departments
Policies Procedures
Flows Rules Controls
LPR – Assessment Framework ... 8 Layers LPR Area LPR Validation Score
(1) Business Strategy
•Company Vision•Market Strategy•Functional Objectives•Measures
(2) Interaction Channels
•Customer Channels•Employee Channels•Supplier Channels•Partner Channels
(3) People •Buy-in•Ownership•Roles•Structures
(4) Business processes
•Definition•Documentation•Rules•Controls
(5) Information Management
•Master Data•Meta Data•Reports•Business Intelligence
(6) Integration Management
•Process Integration•Data Consolidation•Legacy Interfacing
The LPR – Approach, output and benefits
BUSINESS
Model KPIs Sites
Entities Local Regulations
Priorities
PEOPLE
Culture Roles Skill sets
Training Buy-in Capacity
M3
Modules Hardware Database
Information Network Support
PROCESSES
Departments
Policies Procedures
Flows Rules Controls
LPR – Assessment Framework ... 8 Layers
The LPR – Approach, output and benefits
LPR Area LPR Validation Score
(7) IT Strategy Operating ModelsIT ArchitectureHardwareDatabasesSupport Organisation
(8) Lawson ERP ModulesInteraction TypesUsers ProfilesSecurity StrategyTechnologiesMiddlewareData ArchitectureReporting ToolsDevelopmentConfigurationUpgrade Path
LPR Area LPR Validation Score
Business Strategy
(e.g. Sales &
Marketing)
Clear, documented and communicated vision
Agreed and documented approach and principles
Vision communicated formally and regularly to staff (new joiners!)
Vision and guiding principles displayed within organisation
Clear and up-to-date set of objectives defined and quantified
Objectives linked to specific processes and managers
Relevant Key Performance Indices defined, documented & monitored
Business managers linked and incentivised by KPI targets
Vision and objectives monitored and tracked through KPI reports
LPR – Assessment Framework... Example
The LPR – Approach, output and benefits
LPR Area LPR Validation Score
Lawson
(e.g. CRM Module)
Module strategy (what/why/how/when) documented and updated
Configuration cookbook developed and maintained
Master data standards defined and maintained
Process mapped to Module – defined, documented and updated
Users access profiles documented and updated regularly
GUI group (screen look & feel) profiles defined and documented
Module Customisation specifications documented and updated
KPIs defined within module – queries, standard reports or custom
Integration with other applications (interfaces) documented and reviewed
The LPR – Approach, output and benefits
The LPR Journey...
Setting the scene... Audience Participation!!
The LPR Framework... Approach, output and benefits
Steps & Prize Draw...
On-siteAssessment
Off-siteOutput
Lawson Improvement Strategy (LIS)
On-sitePresentation
Key Managers Key Users Functional Process M3 Set-up Skills Assessment Training Needs Reports
Options Key Findings Recommendations Benefits Improvement Approach Roadmap / Plan Improvement Team Costs
Management Presentation Actions
Step 1Look under the bonnet
(On-site)
Step 2Recommendation Report
Step 3Management Presentation
Steps & LPR Prize Draw!
LPR Workshops 2010
Wednesday 14th Jul 2010
Wednesday 11th Aug 2010
Wednesday 8th Sep 2010
Wednesday 6th Oct 2010
Wednesday 3rd Nov 2010
Wednesday 1st Dec’10
LPR Workshop
LPR Workshop
LPR Workshop
LPR Workshop
LPR Workshop
LPR Workshop
The Lawson Performance Review (LPR)
Prize Draw
Thank you
For your time and attention