dynamics day 2013 preparing your business for change

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James Page & Mark Anderson Preparing your business for change

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Dynamics Day 2013 is focused on giving Microsoft Dynamics users the information they need to get the most out of their investments in the Dynamics range, or to help organisations who are considering any of these solutions insights into what’s possible and what’s on the roadmap in the future. Why do IT projects struggle? With careful planning and proper change management, organisations can improve the likelihood of a successful solution implementation. Intergen’s James Page and Mark Anderson provide an overview of change management, and how balancing the needs of people, processes and technology can help to deliver more successful outcomes.

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Page 1: Dynamics Day 2013 Preparing Your business for change

James Page & Mark Anderson

Preparing your business for change

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Dynamics Practice Principal

Over 15 years experience with Dynamics ERP

Responsible for process, methodology and strategy

Involved in over 50 implementations across multiple industry segments

James PagePractice Principal

Dynamics Practice Manager

Over 15 years experience managing the implementation of a variety of ERP solutions

Experienced in large project delivery and have exposure to both vendor and client perspectives.

Mark AndersonPractice Manager - Central

Your presenter/s

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Business Solutions – The Reality

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Your Awesome Presentation Title {Segoe UI 12 pt.}

4,164,383

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The Reality

YearCost

(USD millions)% of Cost Overruns

Duration (months)

Duration % of Duration Overruns

% Receiving 50% or Less Benefits

2012 7.1 53% 17.8 61% 60%

2011 10.5 56% 16.0 54% 48%

2010 5.5 74% 14.3 61% 48%

2009 6.2 51% 18.4 36% 67%

Average 7.325 59% 16.6 53% 56%

Source: 2013 ERP Report – Panorama Consulting

Enterprise Solutions – costs, duration, benefit

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The RealityProject size vs Failure

 Source: Gartner (June 2012)

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Implementation Challenges

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Implementation Challenges

“The single biggest failure point for ERP implementations is the need for change management”

Neville Turbit, Project Perfect

ERP implementation research

Panorama Consulting: 2013 Report Organisational Change and Process Management

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Implementation ChallengesProcess and Organisation Change Adjustment

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Preparing your business for changeOverview of the importance of organisational change management when implementing business solutions

Discussion of key OCM components to embed into your projects.

How to get started on this journey

Objective

Page 11: Dynamics Day 2013 Preparing Your business for change

A Framework for Change

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The Myths of Change ManagementChange Strategy and ExecutionMYTH: Resistance can be overcome

LeadershipMYTH: Leaders always “get it”

CommunicationsMYTH: To achieve change, you just have to communicate

TrainingMYTH: ‘They Just Need More Training’

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The Change Journey

Identifying Improvements Planning and Transitioning Operating and Integrating Managing and Improving

REALISATION

ANXIETY

ACCEPTANCE

STEADY STATE

ANTICIPATIONBENEFITS REALISATION

STAKEHOLDER EXPECTATIONS

REALITY

DENIAL

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Aligning Change to the Project Lifecycle

Chan

ge

Time

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Key Components of Change Management

LeadershipAlignment

Communication

Change Team

Business Culture/ History

Stakeholder

Relationship

Management

Training Transition

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Business Culture / History of Success

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Leadership Alignment

Pre-positioning

• Project Sponsor• Key Executive Buy-In• Leadership Roadshows• Leadership Action Plans• Leadership Contract

Implementation

• Steering Committee• Business Ownership

Consolidation

• Solution Evangelist

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Stakeholder Relationship Management

Pre-positioning

• Identify Stakeholders• Analyse Stakeholders• Stakeholder Management Plan

Implementation

• Proactive Engagement

Consolidation

• Engagement Process

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Communications

Pre-positioning

• Business Case• Articulate the Vision• Mandate for Change• Why/Where/How• WIIFM

Implementation

• Constant Reinforcement• Internal/External• Formal/Informal• Manage Expectations• Too Much ?

Consolidation

• Steering Committee• User Groups• Lessons Learned• Future Vision/Plans

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Training

Pre-positioning

• TNA• Training Strategy

Implementation

• Delivery• Feedback

Consolidation

• Maintenance• Ongoing training reqs

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Transition

Pre-positioning

• Transition/Support Strategy and Plan

Implementation

• Readiness Checklist• Training/Support• Expectation Setting• Go live Readiness Assessment

Consolidation

• Stabilisation Period• Help Channels• Change Agents• Comms/Expectation

Setting• On-going Business

Engagement

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Change Team Roles

Change Manager

Training Manager

Trainer(s)

CommsCo-

ordinator

Change Agents/ Coaches

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Attributes of success

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Change Management Critical Success Factors

Effective Change Management Leadership and Planning

Secure visible executive sponsorship early in the project

Create a transition strategy with achievable timeframes

Effective communications

Employee Involvement

It’s a Journey….. Not a destination

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Getting started

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Fact

It has been identified that the most significant correlation to benefits realised in an ERP implementation is the amount of spend on change management.

In layman’s terms, the more an organization spends supporting its people and their transition, the more it receives; the less it spends, the less it receives. It really is that simple.

2013 ERP Report: Panorama Consulting

Page 27: Dynamics Day 2013 Preparing Your business for change

Email: [email protected]

Mobile: +64 21 241 9563

Twitter: daxpage

LinkedIn: james-page

Thank you

Email: [email protected]

Mobile: +64 21 241 9421

LinkedIn: mark-anderson