presentation of proposal for fsi training programme conf 1111 a winning...project manager client...

1 Copyright © 2009 Assima PLC

Presentation of Proposal for FSI Training Programme

Working in Partnership

with


Company Overview

Jim Parish UK Sales Manager

Assima Proposal

Paul Stevens Managing Director Assima UK Ltd

Richard Sinclair Senior Project Manager

Demonstration of AssimaTechnology

Jim Parish UK Sales Manager

Presentation of Proposal for FSI Training Programme


Assima Overview and History

Reducing costs and risks on large project roll outs


Company Overview

The Company: Identity

• DACG founded in 1984

• Assima founded in 2002

• Status: UK Plc Listed on Euronext

• Pioneers of blended learning solutions

• 500+ ERP implementations worldwide

• R&D: Centres in London and Paris

• Deloitte Top 50 #16 UK fastest growing technology

companies (October ‘08)

• Ranked 2nd largest Authoring Tool Provider Globally (May ’10)

• Ranked 8th largest Training Company in UK (May ‘10)

• Institute of IT Training Accredited Training Provider since 1999

Silver Award Learning

Technologies Solution of

the Year 2010


Supporting End Users the World Over

Global HQ - London

Atlanta

Schaumberg

Baltimore

Montreal

Paris

Dusseldorf

Madrid

Milan

Dublin

Holte

Lausanne

Employees:180+

Turnover 2010 – £18m

Shanghai


Assima

Assima’s solutions support large scale, business critical

IT change projects delivering measurable return on

investment through increased user performance.

Assima’s training, software and change management

solutions drive adoption, utilisation and proficiency.

Silver Award Learning

Technologies Solution of

the Year 2010


Assima Clients

http://www.canalplus.fr/

http://www.astellas.com/global/index.html


Assima Clients

http://www.pinnaclesoftware.com.au/

http://www.allianz-suisse.ch/suisse/other/as_jobs_d.htm

http://www.andritz.com/ANONIDZADF40C1922BF5E21/index.htm

http://www.baeurer.de/news/news.php

http://www.industries.veoliawater.com/?PHPSESSID=b35bbdffb61a662a42dca31902af5601

http://www.harfan.com/eng/home/index.asp

http://www.castorama.fr/homepage/index.jhtml

http://www.yves-rocher.fr/shop_app/app_FR/jms.jsp?&_JMS_FLOW_ID_=2&_JMS_FLOW_NAME_=Main_JFLNUM_2&nav=main

http://images.google.it/imgres?imgurl=http://www.pmebtp.com/images/logos/ineosuez.jpg&imgrefurl=http://www.pmebtp.com/offres/visualiserannonce.php%3Fid%3D7091710100&h=100&w=150&sz=4&hl=it&start=2&tbnid=gpsVM8hoUTcP9M:&tbnh=64&tbnw=96&prev=/images%3Fq%3DIneo%2BSuez%26gbv%3D2%26svnum%3D10%26hl%3Dit%26sa%3DG

http://www.adnoc.com/adnoc/english/group/content.cfm?id=141


Selected SAP Clients

• UNESCO

• Chartis / AIG

• Norfolk CC

• Haringey BC

• Unilever

• Veolia

• Schneider Electric

• SERCO

• Corus (Tata Steel)

• International Criminal

Court

• BP

• Xerox

• Solvay

• Telefonica

• SABMiller

• French Blood

Transfusion Service


Xerox Case Study

Figures

1488

System simulations

Company Profile

Business Challenges

Solution Working in partnership with Assima for both Training

Services and technology

Benefits

To deliver common systems and process training

materials across 16 countries, 8 languages for wall-to-

wall SAP and integrated systems. Scope of project was

700 business processes and 100 training courses.

Xerox Europe is Europe’s largest provider and

manufactorer of document management systems, photo

copiers, digital production printing presses, and related

consulting services and supplies.

Automated translation of training into 8 languages from single source. Facilitating strategic goal to reduce costs and move Xerox learning culture to blended learning approach

Sector Employees Countries Revenue 2009 Industry 78,000 16 $13.59 Billion

78,000

Users


FSI Programme Requirements

• Replacement of 3 legacy systems supporting Accounting, Grants and projects worldwide with single SAP system

• Implementation of a new set of global business processes

• Together, these initiatives form the FSI project which will dramatically improve business efficiency

• 4,000 users across 40 countries impacted. Their confidence and competence in using the new processes/system is key to success

• Plan require a partner to: Design and develop and deliver/facilitate a train the trainer course which Plan can use to manage, deliver and cascade the training in the future

Design and develop supporting course materials

Design and develop business process/system user manuals


Our solution principles

Enable Plan to effectively and quickly realise the business benefits of the FSI programme

Develop competence and confidence in the use of the new FSI systems and associated business processes across the organisation

Ensure business readiness in conjunction with project plan

Ensure Plan staff receive quality training and support materials that are:

Bespoke to Plan processes and systems

Reusable

Easily maintainable by Plan

Easily enhanced to reflect changes in both systems and business process for FSI

At the same time, leaving Plan with a training approach that can be used in-house to develop further training to meet new or further requirements


Assima Core Training Solution

Blended training approach: Classroom training (using RBT) supported by e-learning simulations:

Training curriculum that addresses user attitudes and business skills, business process and SAP system knowledge

Bespoke training materials built around ‘real life’ business scenarios, using ‘real life’ data

Simulation lessons used in classroom & remotely to self-teach

Task-oriented quick reference guides & help cards developed simultaneously alongside development of simulations

Central web-based repository for all training & change comms material to provide ongoing support to new & existing users

Translation and localisation using ‘continuity’ of multilingual consultants, Assima translation technology and local business resources where available


Our Change Management Services


Assima Project Approach

Analyse Develop Design Implement Evaluate Support

Cornerstone™

Systematic methodology applied across all projects

TNA Project

Management

Design

& Build

Deliver &

Support Evaluate

Change

Control Team



Team TNA Project

Management

Design

& Build

Deliver &

Support Evaluate

Change

Control


Proposed Team

Richard Sinclair – Senior Project Manager

13 years SAP experience, 10 years with Assima

20+ SAP training implementations, including Xerox, SABMiller, Unilever,

Cadburys, Veolia, Diageo

SAP SD/MM, IITT accredited trainer, ATS/ACMS expert

Daniel Vaughan – Lead Consultant


10+ SAP training implementations, including British Council, Xerox,

Molson Coors, Schneider Electric, Veolia

SAP FI/CO & HR, IITT accredited trainer, ATS/ACMS expert

Bernadette Anderson – Senior Consultant


10+ SAP training implementations, including Gillette, Xerox, Molson

Coors, Schneider Electric, Solvay, Unilever

SAP CRM/SD/MM, IITT accredited trainer, ATS/ACMS expert



Team TNA Project

Management

Design

& Build

Deliver &

Support Evaluate

Change

Control


Goals of the Analysis Phase

Assima will:

Analyse user education needs and objectives

Build on existing training analysis

Determine & agree most effective training strategy

Assess the most appropriate use of e-learning

Define preliminary project scope

Develop cost and resource estimates

Develop training plan

Training Needs Analysis


Our Deliverables

Tools Documentation inputs to TNA Training Needs Analysis Deliverables

Project plan

First Iteration of:

• Cost and Resource plan

• Role / Transaction matrix

• Training plan

• Course catalogue

Training Needs Analysis • Recommended Development Tools & Approach

• Recommended Delivery Tools & Approach

• Ongoing Training Support & Maintenance Strategy

TNA

appendices

Client as is and to be

analysis, possibly a

training strategy

Assima Fact Finder

Questionnaires

Assima example TNA

Assima example

project plan

Assima example role /

transaction matrix,

training plan, cost

and resource plan


TNA Process

TNA We Support & Validate Client Input

• Confirm Overall Organisational Change Objectives

• Confirm Project Timescales

• Confirm Key Change Messages

Project Sponsor

Project Manager

Change Agent Lead

Client Training Manager

• Confirm Scope of System Functionality

• Confirm Scope of Business Processes Impacted

• Confirm Scope of Job Roles Impacted

• Develop Job Role / Task Matrix

Project Manager


Client Business / Functional Experts

Configuration / System Experts

Change Agents

• Confirm Basic User PC Skill Levels

• Confirm User Preferred Learning Styles

• Confirm Location / Distribution of Users

• Confirm Local Language Requirements

• Confirm Business Impacts

Project Manager


Client Corporate Training Manager


Change Agents

• Carry out Technical Assessment for e-Learning

• Determine Plan Capability for Classroom Training

• Determine Plan Course Administration Capability

IT Manager / Support


Client Corporate Training Manager

• Develop Proposed Core Training Approach (ILT & TBT)

• Develop Draft Course Curriculum

• Propose Training Delivery Window

• Confirm Development & Delivery Hours

• Produce Project Plan, Resource Plan & Costings





Team TNA Project

Management

Design

& Build

Deliver &

Support Evaluate

Change

Control


Project Management

Assima Project Management Methodology is a key component

of our quality assurance programme

The Project is managed at 3 levels

Weekly Time sheets and client Status Report

Team leaders, plus overall Project Manager, manage the

solution

A detailed Budget Tracker is used at an elemental level to

track progress: here is an example which is fully integrated

into the Client’s reporting structure


Development Tracking

SD Add Total

Assima Budget w/c w/c New Days Days % of days

No. Items Responsible Days 13-Mar 20-Mar Column Used remaining used

Resource

Simulations

1.00 Create Sales Order VA01 Emma Oliver 1.00 0.00 1.00 0%

2.00 Display Sales Order VA03 John Smith 1.00 0.25 0.25 0.75 25%

3.00 List of Sales Orders VA05 John Smith 1.00 0.00 1.00 0%

4.00 Display Customer Hierarchy VDH2 Emma Oliver 1.00 0.00 1.00 0%

5.00 Create Quotatıon VA21 Emma Oliver 1.00 0.00 1.00 0%

6.00 Create scheduling agreements VA31 John Smith 1.00 0.00 1.00 0%

7.00 Create Contracts VA41 Emma Oliver 1.00 0.00 1.00 0%

8.00 create customer sales VD01 John Smith 1.00 0.25 0.25 0.75 25%

9.00 Change Shipment VT02N John Smith 1.00 0.00 1.00 0%

10.00 Create Billing Document VF01 John Smith 1.00 0.25 0.25 0.75 25%

% of work Work

complete Started

5% 10%

0%

25% 13/03/2006 13/03/2006

0%

0%

0%

0%

0%

25% 14/03/2006 14/03/2006

0%

25% 14/03/2006 14/03/2006

List of all the Deliverables

Person responsible for each deliverable

Budget allocated to each deliverable

Time spent on each deliverable is entered by week

Shows budget used

Shows budget remaining

Dates are entered to reflect the progress of the development

Calculates % of budget used Versus % of work complete



Team TNA Project

Management

Design

& Build

Deliver &

Support Evaluate

Change

Control


Design and Build Solution

Blended training approach: Classroom training (using RBT) supported by e-learning simulations:

Training curriculum that addresses user attitudes and business skills, business process and SAP system knowledge

Bespoke training materials built around ‘real life’ business scenarios, using ‘real life’ data

Simulation lessons used in classroom & remotely to self-teach

Task-oriented quick reference guides & help cards developed simultaneously alongside development of simulations

Central web-based repository for all training & change comms material to provide ongoing support to new & existing users

Translation and localisation using ‘continuity’ of multilingual consultants, Assima translation technology and local business resources where available


Example User Curriculum

Process Training Process Training

Process Training Process Training

Case Study

Exercises Play Sandbox

Business Process

Overviews

SAP Overview

Basic PC Skills

Project Overview

E-Learning Sims Quick Ref Guides


Quality Assurance Development Process

Initial Consultation:

• System Functionality Demo

• Business Process Change & Context

• Change Impacts & Key Messages

Develop 1st Draft of Training Material

Training Consultant Client Project Team

Input:

• System Expert

• Business / Functional Expert

• Change Agent

Review by:

• Functional Team

• Change Agent

Sign Off by:

• Client Change / Training Manager

• Functional Team

Standards Review by:

• Assima Project Manager

Develop 2nd Draft of Training Material

Develop 3rd Draft of Training Material

Develop Final Draft of Training Material



Team TNA Project

Management

Design

& Build

Deliver &

Support Evaluate

Change

Control


Delivery & Support

Blend of Instructor-Led / Classroom Training and e-Learning (simulations)

approach

Training room set-up, course scheduling & invitations

Delivery of course pilots

Delivery of Train the Trainer to Key Users to cascade training to end users

Availability of core training developers to support end user training delivery

Availability of training materials, including simulations and quick reference guides

for refresher training and new users

Post Go-live Support

Floor walking in the immediate weeks after go-live, helpdesk support,

workshops etc.

Ongoing maintenance / development of course materials – Assima Academy

Documenting Business Systems

Instructional Design

Assima Tools Foundation and Advanced courses available


Quality and Accreditation

Assima has been an Institute of IT Training (IITT)

Accredited Training Provider since 1999

IITT is the first government sponsored institution

in the UK to regulate the quality of IT Training

Assima’s training quality standards are audited

annually

Assima’s Train the Trainer course is formally

recognised by IITT

Assima can formally assess competence of trainers

and award the Institute Certified Training Practitioner

(ICTP) qualification



Team TNA Project

Management

Design

& Build

Deliver &

Support Evaluate

Change

Control


Evaluation Methods

Kirkpatrick Model, levels 1 & 2

Course assessment Courses require completion of exercises & case studies

Use of end of course analysis Delegate feedback sheets

Trainer feedback sheets

On-line competency assessment through use of e-learning test modes

On-line quizzes and questionnaires through use of learning content management system



Team TNA Project

Management

Design

& Build

Deliver &

Support Evaluate

Change

Control


Change Control

Content Delivery

Raise CR

Impact Analysis

Size Schedule

Impact Analysis

Approve / Reject

Add To Tracker

Change Agent

Change Agent

Functional Lead

Functional Lead

Assima Project Mgr

Assima Project Mgr

Assima Project Mgr

Assima Project Mgr

Assima Project Mgr Assima Project Mgr

Client Training Mgr Client Training Mgr

Change Control Step


Assima Services and Technology


Assima Training Suite (ATS)

The Assima Training Suite (ATS) is a 4th

generation software simulation tool incorporating Assima’s

Thin Clone Technology™ which replicates system transactions,

and transforms them into secure and reusable learning objects.

These can be used for testing, training, performance support, data

localisation and automatic simulation translation


ATS Features

End user view (improve system adoption)

It feels like the real application

I can build confidence without risking damaging the system

It’s available 24/7

It’s available in my language

Content developer view (reduce cost and risks)

I can re-design/edit a simulation rapidly

I can anonymise / localise data content

I can translate content and simulation screens

I can be ready before the application is deployed

I can simulate parts of the application that do not even exist yet

I can easily maintain huge amounts of content

Improve End User adoption, whilst reducing project cost and risk

Accelerate system deployments…


ATS Demonstration


ATS Benefits

ATS has little or no competition when Plan…

Wants to find a proper alternative to the

training environment (replace the

sandbox)

Needs to deploy hundreds of training

materials in numerous languages (even

more if the application is multilingual)

Needs to tailor simulation data

according to the audience, or

anonymise / localise sensitive data

Has to start building the training

material whilst the application is still

going through some changes

Wants to keep hundreds of training

materials up to date during lifecycle of

the project and application, with minimal

effort and time to do so All these benefits are specific to

using Cloning Technology


Application Clones

Simulations Documentation

Assima Training Suite

Application

Training Development & Maintenance

Classroom and/or Web-Based Training Self exercises

Production/Live System In Application Support Assima Performance

Suite


Assima Change Management (ACMS)

The Assima Change Management Suite (ACMS) is a

collaborative, change project environment used to drive

organisational adoption of new systems and processes. The

ACMS is organised into three components which support the

business throughout the application deployment lifecycle and

prepare the community for the new system implementation and

training. It is available in multiple UI languages.


Project Timeframes/Plan

KEY

Aug 09 Oct 09 October 11

Assima Tasks Plan Tasks

Training

Delivery TNA

Project

Set-up

Training Project Management

TTT Delivery

TNA Input

Process & System SME Input

System, Process

& Cultural Review

Assima PM & SMEs (2)

Assima Content Developers (5)

Assima Project Manager

Plan FSI IT Manager

Plan FSI Training/Change Manager

Training Content Development Assima Content Developers (5)

Assima Trainers (4)

Plan FSI Process & System SMEs


Plan FSI IT Manager



November 11 September 11 August 11 December 11

TTT Attendance Plan FSI Key User Trainers


GO-LIVE

End User

Training Delivery Plan FSI Key User Trainers



Commercial Proposal For Plan FSI Project

• Training Material Development (including process and system documentation)

Based on assumption of 7 day course curriculum, used for both TTT and end user training:

175 days development

40 days project management

• Training Delivery (TTT) Based on assumption of 13 deliveries of 7 day course:

91 days delivery

20 days project management

• Project Resource : Project Manager £per day

Content Developer/Trainer £ per day Excluding expenses (at cost) and VAT


Questions


and

Thank you

Effective Training Solutions

presentation of proposal for fsi training programme conf 1111 a winning...project manager client...

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