how to assess internal risks of a large erp implementation

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How to assess internal risks of a large ERP implementation?

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Page 1: How to assess internal risks of a large erp implementation

How to assess internal risks of a large ERP implementation?

Page 2: How to assess internal risks of a large erp implementation

About Ursa Information Systems

• Gold Partner in the US since 2012• Specialized in the manufacturing industry• Offices in Arizona, California and Kentucky• 20 employees focused on Odoo and Hadoop• 100+ years of business systems implementation experience• Best Partner Americas in 2013• Author of "Financial Accounting with Odoo"• Contact:

– http://www.ursainfosystems.com– [email protected]

Page 3: How to assess internal risks of a large erp implementation

Agenda

• Why?• Data/Information to collect• Triage• Solutions and their cost• Final decision and what's next?

Page 4: How to assess internal risks of a large erp implementation
Page 5: How to assess internal risks of a large erp implementation

Why?

• To anticipate resistance• To have realistic expectations from people• To have realistic estimates• To find supporters of the new solution• To give people the time they need to change• To have a great experience during and after

the project

Page 6: How to assess internal risks of a large erp implementation

Data/Information to collect

• How long did it take to implement the last big organizational change?

• How long/What did it take to get your staff efficient on a new system?

• How did your staff respond to the announcement of this new project?

• How available are they? For how long?• How many processes does your organization have? • How many persons execute each process?

Page 7: How to assess internal risks of a large erp implementation

Source: Bare Bones Change Management: What You Shouldn't Not Do, by Bob Lewis.

Page 8: How to assess internal risks of a large erp implementation

Triage

• Supporters– They are available, excited by the new project and

endorse the chosen solution. They can't stand the old system any more.

• Acceptors– They are not available, but curious and eager to use the

new system. They can live with the old system limitations.

• Resisters– They are anxious and stressed by the new system. They

loved the old one which was perfect for them.

Page 9: How to assess internal risks of a large erp implementation

Turn Push and Resistance into Pull and Desire

Page 10: How to assess internal risks of a large erp implementation

Solutions and their cost

• Supporters – They must be part of the project implementation team.– They will be involved in the requirements definition,

validation, testing, training and support.– 25% of their time dedicated to the project

• Acceptors– They can advise/support supporters. – They must be involved in the acceptance tests. – 4 hours/pers/process (3 hours + 1 hour for support)

Page 11: How to assess internal risks of a large erp implementation

Solutions and their cost

• Resisters– They should be involved in the requirements definition

phase and be exposed to the new solution when all the requirements are met.

– They will require extensive communication, training, hand-holding and/or documentation.

– 8 hours/pers/process (4 hours + 4 hours for the assistant/instructor)

Page 12: How to assess internal risks of a large erp implementation

Final decision and what's next?

• Not ready?– Can you cut the project into phases? Start with the

process with less resisters. They will be the latest to jump in and that's fine.

– Can you minimize their work on the new system? Have someone else doing the data entry?

– Can you save on training with additional features and/or interface improvements to make their life easier/seduce them?

• → Turn Push and Resistance into Pull and Desire• → Search for early victories!

Page 13: How to assess internal risks of a large erp implementation

Ready to start? Be careful...

Page 14: How to assess internal risks of a large erp implementation

Thank You!Contact: Maxime [email protected]://www.ursainfosystems.com