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A Few Things You Might Not Know About Elite 3 E

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Peter Kelly, Louis Miller and Matthew Peck explore the considerations for designing, testing and managing an implementation of Elite 3E.

Peter Kelly, Louis Miller and Matthew Peck explore the considerations for designing, testing and managing an implementation of Elite 3E.

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  • 1. Elite UK/EMEA User Group Meeting A FEW THINGS YOU MIGHT NOT KNOW ABOUT IMPLEMENTING 3E Peter Kelly, Louis Miller and Matthew Peck Baker Robbins & Company 16 September 2009
  • 3. PROCESS DESIGN: Making a start
    • Begin with a software-independent perspective
      • Functional specs should only come after you understand the options for implementing the process in 3E
      • Prioritise from the start: phased design / deployment makes sense
    • Making the design a reality in 3E
      • Stock functions, Setups, Workflow, Security, IDE Customisations
      • Keep in mind:
        • Every transaction is created by a process
        • Every process must have a beginning and an end
  • 4. COLLECTIONS CASE: Think your process through
      • Questions to ask
      • What is the preferred practice for chasing debts?
      • When are the actions performed?
      • Who are the involved parties?
      • How will they interact the system?
      • What output do they require?
  • 5. COLLECTIONS CASE: Translate process into workflow
      • Answers give rise to setups
      • Actions
      • Collectors
      • Workflows
      • Templates
      • Collection groups
  • 6. PROCESS DESIGN: Migrating from Enterprise
    • Don’t make assumptions about 3E behaviour
      • Specific functions are different
      • Distinction between foreground and background
      • Greater functionality = greater complexity
      • Understand data flows
      • Configuration choices have effects across the application
      • Post-go live setup changes may be harder
      • Introduce change control early
  • 7. COLLECTIONS CASE: Considering the legacy system
      • Users have been operating outside of Enterprise
      • Integration has tremendous benefits
      • Seemingly unrelated system setups have new impact
      • What are the functional differences ?
      • A new, evolving application
      • Small customisations can make big differences
      • Don’t discount low-tech solutions
  • 8. COLLECTIONS CASE: Updating the interface
      • One address to four…
  • 9. PROCESS DESIGN: New Technologies
    • Metrics and Reporting
      • Metrics are powerful, but with power comes responsibility
        • Distinguish between scheduled and ad hoc metrics
        • Performance and capacity implications of multiple metric runs
      • Most reports will need IDE development – especially partner / manager facing
      • Interfaces
      • Biztalk to load data; SQL or Biztalk to export data
      • Use standard connectors wherever possible
      • May need custom process development - e.g. for error-handling
  • 10. COLLECTIONS CASE: Output optimisation
      • Consolidating reports
      • Metrics can be used across functional areas
      • Soft grouping: from 50 reports to 5
  • 11. COLLECTIONS CASE: Output optimisation
      • Consolidating templates
      • Three layouts, infinite outputs
        • Letter, fax, or email
        • Collector-specific details
        • One of four recipient addresses
        • Three reminder stages
        • Translated labels and office-specific template text
    • 3 formats x 30 collectors x 4 addresses x 3 stages x 16 languages x 65 offices = 1,123,200 reminders
  • 12. PROCESS DESIGN: Security
    • Security can be as complex as your requirements
      • True matter-based security is feasible
      • You may need all of the options:
        • dashboards, process roles, data roles and row-level security
      • Process roles give more granular control than Enterprise, without IDE customisation
      • Data roles can include any custom code you can write: a Get Out of Jail card – to be handled with care
      • Implement security early
  • 13. SOLUTION TESTING: What to cover
    • Test your expectations
      • Stages:
        • Shakedown
        • Transaction (shoebox) testing
        • User acceptance testing
      • Processes: Stock functions, Setups, Workflows, IDE Customisations
      • Other custom code: Reports, Templates, Interfaces
      • Performance: Does the solution perform acceptably on the Production infrastructure?
  • 14. SOLUTION TESTING: How to approach it
    • It’s better to find issues in test than in production
      • Top-down planning of functions and data involved
      • Following processes all the way through
      • Testing team – needs business AND application knowledge, common sense, leadership
      • Test environment – infrastructure, software, setups (including security!), and data all as near Production as possible
  • 15. COLLECTIONS CASE: Testing
      • Start with the basics
      • Can I set up the necessary workflows?
      • Does the collection control panel support my configuration?
      • Are the reports sufficient?
    • Move into transactions
      • Do new invoices create / update collection items?
      • How are collection items managed and modified?
      • When templates are in place, are they accurate?
  • 16. SYSTEM MANAGEMENT: Instance bingo
      • You will probably need multiple 3E instances throughout the implementation process
      • Consider approach for development, release testing (“crash and burn”), functional testing, performance testing, conversion, training, production
      • Give each instance the IT resources needed to do its job. Flex the resources proactively.
  • 17. SYSTEM MANAGEMENT: Release Management
      • Use standard Source Code Control software where possible – e.g., templates, BizTalk code
      • For IDE code, you will need to use Elite best practices and tools
      • Keep a clear record of the exact code packages installed in each instance
  • 18. SYSTEM MANAGEMENT: Monitoring
    • Start well in advance of Go Live
    • Use Elite best practices and tools to monitor:
      • Scheduled tasks and key system queues (BillSumMsgQue, Post Message Queue, Journal Manager)
      • Print jobs and queues
      • SQL behaviour – long-running processes, blocking, etc
  • 19. Questions?