Our Focus . We specialize in helping our clients select, prepare for, and implement ERP solutions on campus.
Our Independence. We are a project management firm that represents the interests of the university – we do not sell software or technical or functional consulting – we have no conflict of interest when advising and managing our client’s ERP projects.
Our Mission “ Helping Higher Education Manage its most Critical Technology Projects” Our Mission “ Helping Higher Education Manage its Critical Technology Projects”
Part II Scope of Work What is Going to Happen in the Next 60 Days
The CPS Planning Profile contains 16 elements that are organized into five major groupings, as follows: Each Readiness factor is scored on a scale from 1 to 4. Scores of 3 and 4 represent strengths to build on; scores of 1 and 2 represent weaknesses that must be overcome in order to increase the likelihood of project success.
Sample Project Timeline and Implementation Sequence
Sample Functional Staffing Recommendations Role/Position FTE Load Dates / Frequency Functional Project Leads 16 @ 25% Up to 32 months Finance Up to 1 FTE July 2008 - July 2009 HR (Position/Benefits/Payroll) Up to 2 FTE Jan 2009 – Jan 2010 Student Admissions Up to 1.5 FTE Sep 2008 – Sep 2009 Student Registration / Records Up to 1 FTE Sep 2008 – Sep 2009 Student Degree Audit / Curriculum / Catalog Up to 1 FTE Sep 2008 – Sep 2009 Student Accounts Up to 0.5 FTE Sep 2008 – Sep 2009 Financial Aid Up to 1 FTE Sep 2008 – Sep 2009
Sample of Critical Issues Type of Issue Number Generated Use Major tasks that must be done 111 Put in the project plan Risks & Potential Problems 51 Input to the risk analysis Questions to be Answered 56 Part of the Communication Plan Assumptions to Validate 49 Make sure we don’t miss something
Sample Risk Identification Category Description Number Classified Critical Risks Most probable and most serious 3 Likely Risks Higher probability but lower seriousness 16 Latent Risks Lower probability but higher seriousness 28 Secondary Concerns Lower probability and lower seriousness 3
Risk Assessment Matrix Average Probability Score = 8.1 Average Seriousness Score = 12.4 CRITICAL RISKS Most Probable, Most Serious LATENT RISKS Relatively Lower Probability, Relatively Higher Seriousness LIKELY RISKS Relatively Higher Probability, Relatively Lower Seriousness SECONDARY CONCERNS Relatively Lower Probability, Relatively Lower Seriousness
Encourage your staff to visit the website so they will understand this planning effort
Encourage your staff to be candid during the individual interview sessions
Encourage your staff who are not going to be interviewed to participate in the online survey
Participate in the interview that will be scheduled for you
Participate in the critical issues session and the risk analysis session
Planning Timeline Week of Activity July 21 Initial phone call; Planning Session July 28 Scheduling; Orientation Sessions Aug 4 Data Gathering (launch online questionnaire) Aug 11 Data Gathering Aug 11 Focus Group Sessions Aug 25 Miscellaneous data gathering Sep 1 Data Preparation Sep 8 Data Analysis Sep 15 Report Preparation Sep 22 Editing and Review Sep 29 Presentations
Planning for your ERP Implementation Questions?