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Making your ERP Implementation Successful 6 February 2018

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Page 1: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

Making your ERP Implementation Successful

6 February 2018

Page 2: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

Introduction

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Madeline Countess

Director, Consulting Services, EMEA

Page 3: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

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Page 4: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

Agenda

• Introduction

• Questions to ask

- Why, What, When, Who, How?

• Other considerations

• Wrap up

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Page 5: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

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HR & Finance Transformations enabled by the cloud can take on

many shapes, forms and sizes.

Thinking about moving to the cloud?

Page 6: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

Know before you go!

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Page 7: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

Why does it need to be done?

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Page 8: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

Most common reasons to change your ERP system

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Improve internal business processes

Improve company performance

Improve interactions with employees

1 2

4

Reduce IT expense and/or labour costs

3

Page 9: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

What needs to be done?

Page 10: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

What functions are in scope?

HR Core & Compensation

PerformanceManagement

Talent Management

Benefits Time Tracking Absence

RecruitingPayrollChange

Management & Training

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Page 11: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

What data will you convert?

• What data do you have?

‐ Do you need to convert transactional data?

‐ What about documents & attachments?

• How much data do you convert?

‐ What are the driving forces?

‐ How much history do you need?

‐ What are you willing to spend?

• Who will do the work?Collaborative Solutions | Proprietary and Confidential11

Page 12: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

What will your end state integrations look like?

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ERP

CRM

PLM CMS

HRMS

SCM ERP

CRM

PLM CMS

HRMS

SCM ERP

CRM

PLM CMS

HRMS

SCM

HUB

Spoke

Point to Point Hub and Spoke

ESB

Run Time Engine

Routing

Mediation

Integration

Security

Invocation

Standard Based

ESB

Source: Hub and Spoke |Krawler Blog

The three most common Data Integration Architectures are:

Page 13: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

What reports will you need?

• What types of end users will you have?

• What does each group need?

• Where will reports be generated?

• Do you have or plan to have a data warehouse?

• What do you need to go-live?

• What can wait until later?

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Page 14: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

How will it get done?

Page 15: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

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How will you define success?

Project Success

On time

On budget

Customer Satisfaction

Program Success

Defined by Executive Stakeholders during Pre-Implementation Planning

Examples: Process efficiency, end-user adoption, reduced

cycle time

Adoption Success

Increase use of system by employees and managers

Go-live user adoption

Process adherence

Page 16: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

How will you make decisions?

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Creates a framework where decisions are made and communications occur, spans multiple levels of an organization, and can be structured

top-down or bottom-up

Corporate

Business

Division

Functional

Components

Functional

Components

Business

Division

Corporate

Top-Down Bottom-Up

Page 17: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

How will you approach deployment?

Aligning to your

readiness & corporate objectives

Resources (budget and staffing)

Timeline

Scope

Approach Option

Single Phase: Big bang

Multiple Phase: Phase by function or geography

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Page 18: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

Who is going to do it?

Page 19: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

Who do you have?

Roles

Skills & ExperienceAvailability

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Page 20: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

Who do you need and how will you balance?

External resources

Internal resources

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Page 21: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

Who will you partner with?

Standards

• Global

• Scalable

• Maintainable

• Think long-term!

Best Practices

• New, efficient business processes

• Focus on end-user and system self-sufficiency

• Is this a transformation or a “lift and shift?”

Embrace Change

• New system goal is to transform current state and become value-added platform dynamically supporting business outcomes

• Do you want to be challenged?

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Page 22: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

Other considerations

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Page 23: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

Scope (What)

FlexibleFixed

Timing(When)

Resources/Cost(Who/How)

Which of these is flexible?

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Page 24: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

Project risks and mitigation

Decision Making

Data Quality

TestingChange

Management

Risk Mitigation

•Defined

escalation path

• Strong

communication

•Governance

Model

•Comprehensive

Parallel Testing

• Proven test

methodology

• Test scenario

framework

• Legacy / ERP data

expertise

•Workday functional

experts

•Data conversion

services

• Fully-certified

team

• Strategic service

offerings

Lower

Risk

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Page 25: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

Questions to ask?

What are your pain points

today?

What are the drivers for this

change?

Are you “lift and shifting” or transforming?

What do you hope to achieve?

Is yours a high, medium or low touch-culture?

Where do you want to be long

term?

How well will this be

received?

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Page 26: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

Collaborative Solutions | Proprietary and Confidential

Page 27: Making your ERP Implementation Successful · 2018-02-13 · Making Data Quality Testing Change Management Risk Mitigation •Defined escalation path •Strong communication •Governance

Join us at Stand 40

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