50 Ways To Drive ERP Systems To Success

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    50 Ways To Drive ERP Systems To Success - Presentation Transcript

    1. 50 Ways To Drive ERP Systems To Success
      • 50 Ways To Drive ERP Systems To Success
      • John McGrann MBA ACMA AIMC
      • CEO
    2. 50 Ways To Drive ERP Systems To Success
      • John McGrann MBA ACMA AIMC
      • CEO
      • 15 years Oracle Applications Manager experience
      • Projects / Support / Change Management
      • Chartered Management Accountant
      • MBA Financial Management
      • Public sector clients: MoD / Rent Service / Network Rail
      • Private include: General Electric / Canon / TUI /Saudi Telecom
      • Owner: www.DriveERP.com
      • Owner: LinkedIN group - Drive ERP
      • 6 Subgroups
    3. 50 Ways To Drive ERP Systems To Success
      • AGENDA
      • BACKGROUND
      • CURRENT PERCEPTION OF ERP SYSTEMS PERFORMANCE
      • PEOPLE DRIVE ERP PERFORMANCE SUCCESS
      • THE DRIVERS OF ERP PERFORMANCE SUCCESS
      • ERP TOP TOOLS
      • ERP SELECTION
      • DRIVE ERP SERVICES
    4. 50 Ways To Drive ERP Systems To Success
      • Recent LinkedIN.com poll :
      • 32% - Real Cash Benefit / Cannot Live Without It
      • 68% - Too Complex / Little Value / In Learning Mode
    5. 50 Ways To Drive ERP Systems To Success
      • Quotes:
      • « Our Accounting Reporting System is in Excel »
      • « I asked the same question using 3 Oracle reporting tools and got 3 different answers »
      • « We put Oracle Financials in before…and took it out again»
      • « We have 3 Access databases for every employee »
    6. 50 Ways To Drive ERP Systems To Success
      • BACKGROUND OF ERP PERFORMANCE
        • Enterprise Resource Planning (ERP)
          • Manage resources, information, and functions ideally from a single database
          • Vendors include best practices
          • Technical performance is good
          • Business performance is variable
          • Circa. 40% of claim that their ERP systems add real value to their bottom line
    7. 50 Ways To Drive ERP Systems To Success
      • KEY OBJECTIVES FOR ERP SYSTEMS
        • Automating processes - cost savings, streamlining and standardising
        • Informing stakeholders (reporting) - effective information for competitive advantage
        • Educating users and managers – utilise the full potential of ERP
        • Transforming the way business is done – use ERP to change for the better
    8. 50 Ways To Drive ERP Systems To Success
      • CURRENT PERCEPTION OF ERP SYSTEMS PERFORMANCE
        • Technology vs. Business View
          • Divide between the IT and business teams
          • IT deliver the system and subsequently support it
          • Business settles for Go Live functionality
          • Job gets done albeit in an inefficient manner and frustration sets in
          • Ownership and management of the enterprise system is unclear
          • Capabilities of the system unknown & slow progress
          • ERP vendor is likely to be blamed for the lack of success
    9. 50 Ways To Drive ERP Systems To Success
      • CURRENT PERCEPTION OF ERP SYSTEMS PERFORMANCE
        • Reasons For Performance Shortfall - Signs
          • Heavy customizations
          • Lack of planning and management
          • Disgruntled users
          • Ad hoc ancillary systems in MS Excel and MS Access
          • Array of reporting tools
          • Problematic interfaces
          • IT driven
    10. 50 Ways To Drive ERP Systems To Success
      • CURRENT PERCEPTION OF ERP SYSTEMS PERFORMANCE
        • Reasons For Performance Shortfall
          • Independent business units and politics
          • Lack of management or leadership
          • Business process issues
          • ERP evaluation failure
          • Lack of effective change management
          • Not measuring success
          • Poor data
          • Poor role definition
          • Lack of an effective reporting strategy
          • Lack of empowerment
          • Ineffective change control
    11. 50 Ways To Drive ERP Systems To Success
      • PEOPLE DRIVE ERP PERFORMANCE SUCCESS
        • Why do people who ostensibly have the same start in the career race perform at different levels?
        • Why are so many organizations failing to perform to a high level in automating processes, informing stakeholders (reporting), educating users and managers, and positively transforming the way business is done?
        • Surely these are the key objectives for all ERP systems?
      • PEOPLE DRIVE ERP PERFORMANCE SUCCESS
        • Individual performance
          • 20% contribution of performance is trained and learned skills - basics
          • 80% our personal skills - the drivers – including:
            • Decision making ability and judgement
            • Leadership
            • Assertiveness
            • Coping with stress
            • Enthusiasm and energy (Passion)
            • Motivation
            • Team building
            • Self-confidence
            • Initiative
      50 Ways To Drive ERP Systems To Success
    12. 50 Ways To Drive ERP Systems To Success
      • PEOPLE DRIVE ERP PERFORMANCE SUCCESS
        • Organisation ERP Performance
          • Share the same basics including
          • Technical infrastructure
          • Qualified IT and applications staff
          • Competent users
          • Project methodology
          • Systems integrator
          • Same ERP application
        • What are the drivers for ERP performance success?
    13. 50 Ways To Drive ERP Systems To Success
      • PEOPLE DRIVE ERP PERFORMANCE SUCCESS
        • Organisation ERP Performance - the drivers
          • Actually Managing ERP Applications - as an investment
          • Successful Change Management - people are key
          • Leading a Support Team - proactive not reactive
          • Measuring Success and Value for Money - monitoring performance
          • Data and Information - planning and managing
          • Customers and Collaboration - working together for the benefit of all
          • Reporting and Business Intelligence - the right tools for the job
          • Empowerment and Super Users - unleash skills and passion
          • Change Control and Value for Money - cost benefit analysis
          • Project Management Kept Simple - a few tips
          • Process Improvement - continuous and alignment with applications
          • Management Information Systems - efficient and effective systems
    14. 50 Ways To Drive ERP Systems To Success
      • THE DRIVERS OF ERP PERFORMANCE SUCCESS
        • Actually Managing ERP Systems
          • Who owns your ERP applications? IT or the Business?
          • Who manages your ERP applications?
          • What is the Strategy for ERP applications?
          • How much will you spend on your ERP applications over 10 years?
          • Who are your customers?
          • What is your customisations policy?
          • Is your ERP Applications strategy aligned to business / corporate plans?
          • Is your support team purely reactive?
          • What % of the potential of ERP are you utiliisng?
          • How does your OERPperformance compare against prior years? Other orgs?
          • Budgeting and MI reports?
          • Do you implement change successfully?
          • Is your user community empowered?
    15. 50 Ways To Drive ERP Systems To Success
      • THE DRIVERS OF ERP PERFORMANCE SUCCESS
        • Successful Change Management
          • Traditionally change management around ERP applications projects means:
            • Communicating features and benefits of the new system
            • Training, education, and external information programmes
            • New organisational structures, policies, and procedures
            • Monitoring and evaluating the organisation's performance
    16. 50 Ways To Drive ERP Systems To Success
      • THE DRIVERS OF ERP PERFORMANCE SUCCESS
        • Successful Change Management - Winning the Change Game
          • Firing up The Team! - Create a sense of urgency and crisis. You need targets and accountabilities
          • Leaders on and off the pitch! - Create from the powerful and influential and make it visible
          • A Vision of Glory! - Make the vision feasible, desirable, focused and flexible
          • Roaring on the Team! - A simple message using many channels with leaders setting an example
          • Battling and Dominating! – Align systems and organisation to the vision, and deal with troublesome managers
          • Goals! – Celebrate and communicate short term wins
          • More pressure! More goals! – Create more change, success and leaders
          • The Winning Mentality! – Make successful change part of the culture
    17. 50 Ways To Drive ERP Systems To Success
      • THE DRIVERS OF ERP PERFORMANCE SUCCESS
        • Leading a Support Team
          • IT function?
          • IT or Business background for Support Team analysts?
          • Reactive or proactive?
          • Efficiency of the support function
          • Measure solutions and financial benefits - Celebrate and communicate
          • Cost benefit analysis & Customisations - undertake for all changes
          • Flexible staff - multiple modules and be trained in the drivers
          • Cost or profit centre - for benchmarking and efficiency analysis
          • Consider using spare capacity as a service provider externally
          • Outsource – counter it on the basis of cost, continuity, communications, loyalty
    18. 50 Ways To Drive ERP Systems To Success
      • THE DRIVERS OF ERP PERFORMANCE SUCCESS
        • Measuring Success & Value for Money
          • Measure effectiveness and efficiency of your support team
          • Analysis of customers and users costs and efficiency savings
          • Analysis of Service Requests (internal and external)
          • Benchmarking internally and externally
          • KPIs
            • Aligned with business goals and success
            • Quantifiable
          • Key customer metrics
            • Satisfaction
            • Retention
            • Profitability
            • SLA compliance
            • Call resolution
    19. 50 Ways To Drive ERP Systems To Success
      • THE DRIVERS OF ERP PERFORMANCE SUCCESS
        • KPIs examples
          • Return on Investment
          • Service Requests Analysis & SLAs
          • Efficiency Analysis
          • Support Hour Cost
          • Development Hour Cost
          • Efficiency Savings
          • Production Change Request Analysis
          • Customer / User Analysis
          • Training Provision Analysis
          • Benchmarking - Oracle Service Requests (Metalinlnk)
          • Benchmarking - Aberdeen Group
    20. 50 Ways To Drive ERP Systems To Success
      • THE DRIVERS OF ERP PERFORMANCE SUCCESS
        • Data and Information
          • Management information is data processed to make informed decisions
          • Much of MI is useless for that purpose
          • The repetitive production of data should be vigorously questioned
          • Data and technology are not ends in themselves
          • Data Migration - significant amount of planning
            • Identifying the data to be migrated
            • Determining the timing of data migration
            • Generating the data templates
            • Freezing the tools for data migration
            • Deciding on migration related setups
            • Deciding on data archiving and purging
    21. 50 Ways To Drive ERP Systems To Success
      • THE DRIVERS OF ERP PERFORMANCE SUCCESS
        • Data and Information
          • Data Quality
          • Ensure data quality is maintained in your ERP system
          • Get it right first time and keep it right
          • Invest in a data quality audit tool and report back to users
          • Archiving and purging policy that works
          • Ensure users have regular and effective housekeeping routines
        • Database performance
          • DBAs do a fine job but make sure they are being proactive in optimising database performance.
    22. 50 Ways To Drive ERP Systems To Success
      • THE DRIVERS OF ERP PERFORMANCE SUCCESS
        • Data and Information - Oracle 11g database
          • 11g Data Masking
          • Oracle Database Partitioning
          • Information Lifecycle management
          • 11g Compression
          • Oracle Database Vault
          • Oracle Transparent Data Encryption
          • Data Profiling and Anomaly Detection
          • 11g Database Replay
          • SQL performance analyser: Real Application Testing
          • 11g Active Data Guard
    23. 50 Ways To Drive ERP Systems To Success
      • THE DRIVERS OF ERP PERFORMANCE SUCCESS
        • Process Improvement
          • ERP vendors have standard business processes - best practise
          • Organisations may choose to adopt standardised processes or customise
          • Customisations are expensive to develop and support long term
          • Customisations are a risk during upgrades
          • Neglecting to map current business processes main reason for failure
          • Thorough business process analysis before selecting an ERP vendor
          • Link each current organizational process to the organization's strategy
          • Analyse the effectiveness of each process
          • Understand the automated solutions available
          • Integrate the business and application process for training and support
          • Continuous review of key processes by business and applications team
    24. 50 Ways To Drive ERP Systems To Success
      • THE DRIVERS OF ERP PERFORMANCE SUCCESS
        • Customers and Collaboration
          • Big impact on systems performance as they consume your resources
          • Traditional view of a customer (external):
            • Consumer of your goods and services
            • Pay for your goods or services
            • Able to choose other suppliers
            • Unprofitable or troublesome you can end the relationship
            • There is a legal agreement
        • Internal Customers
            • Executive level managers are customers for ERP systems
            • If you are not a customer - then you are a user
    25. 50 Ways To Drive ERP Systems To Success
      • THE DRIVERS OF ERP PERFORMANCE SUCCESS
        • Customers and Collaboration
          • Define Customers vs. Users (esp. Internal services)
          • Set up an Engagement Model - right ERP project and/or support team members meet the right business users at the right levels
          • Report back on customer MI - discuss ERP management information
          • Manage Reporting Strategy jointly
          • Set up a Custodianship Model
    26. 50 Ways To Drive ERP Systems To Success
      • THE DRIVERS OF ERP PERFORMANCE SUCCESS
        • Customers and Collaboration - Set up a Custodianship Model
          • Defines roles, responsibilities, duties, and relationships
          • Without it - chaos reigns
          • Business Partners own business processes and controls
          • ERP teams implement and maintain them
          • Business Partners authorise access to their modules - ERP teams grant
          • Business Partners own application data - ERP teams monitor data
          • ERP teams are custodians & managers for live ERP applications.
          • ERP team authority is delegated from the IT Senior Leadership Team
          • All actions are aimed at benefiting the whole of the organisation
          • Manage Reporting Strategy – constant agenda item
    27. 50 Ways To Drive ERP Systems To Success
      • THE DRIVERS OF ERP PERFORMANCE SUCCESS
        • Reporting and Business Intelligence
          • Defined by the business – the WHAT
          • Delivered by IT apps team – the HOW
          • Partnership: Align with the company Reporting Strategy
            • Top down…bottom up approach
            • Utilise best practice
            • Deploy appropriate reporting tools
            • Baseline current reporting
            • Change request raised and fully scrutinised for value for money
            • Detailed analysis
            • Agreed solution - effective and efficient
            • Controlled development
            • Fully tested
            • Deployed in production
    28. 50 Ways To Drive ERP Systems To Success
      • THE DRIVERS OF ERP PERFORMANCE SUCCESS
        • Empowerment and Super Users 1
        • Super Users
          • Skilled end users developed to maximise benefits from ERP
          • Are users too reliant on IT support staff?
          • Subject Matter Experts and passionate ERP users
          • Users > Super Users > Support Team > Vendor Support
          • Role of the Super User
          • Selection of Super User
          • Training and Development
          • Super User Groups
          • Custodian of module including set up
          • Resolves process vs. Systems issues
    29. 50 Ways To Drive ERP Systems To Success
      • THE DRIVERS OF ERP PERFORMANCE SUCCESS
        • Empowerment and Super Users 2
        • Super User Groups (SUGs)
          • A Vision - To be acknowledged as the user experts in the organisation
          • Big Picture - Fit in the ERP space in the organisation
          • Objectives - it must pay for itself with effective solutions
          • Benefits - Voice of the users, process improvements, efficiencies, best practise
          • Ownership - By the business
          • Structure - Relationships with other groups and stakeholders
          • Processes - Change requests, support calls analysis, review
          • Customers - Users, management, auditors, functions, stakeholders.
          • Training and Education - Knowledge sharing. Presentations, user training
    30. 50 Ways To Drive ERP Systems To Success
      • THE DRIVERS OF ERP PERFORMANCE SUCCESS
        • Change Control and Value for Money
          • Safeguard the Production environment & designs
          • Disciplined environment – timely changes
          • Stakeholder buy-in & documented
          • Clear impact and potential risks
          • Consult all impacted
          • Management and contractual approvals
          • Auditable records of changes
          • Minimise outages & release overheads
          • Cost Benefits Analysis per change
    31. 50 Ways To Drive ERP Systems To Success
      • THE DRIVERS OF ERP PERFORMANCE SUCCESS
        • Project Management Kept Simple
          • Keep them as simple as possible
          • Make effective change management a key objective
          • Develop partnership between project team and all stakeholders
          • Set expectations at the correct level
          • Get the necessary budget
          • Make sure key business resources are available
          • Plan well but be flexible
          • Meet obstacles head on and remove them
          • Keep reports and meetings as brief as possible
    32. 50 Ways To Drive ERP Systems To Success
      • THE DRIVERS OF ERP PERFORMANCE SUCCESS
        • Management Information Systems
          • Decision support systems, resource and people management applications (ERP), project management, and database retrieval applications
          • Key developments in management information include:
            • 100% CEOs - Non Financial Indicators were vital
            • Balance Scorecard - For measurement of:
              • Customers
              • Financial
              • Learning / Growth
              • HR Management
              • Internal Operations / Processes
              • Social / Community
              • Corporate Governance
    33. 50 Ways To Drive ERP Systems To Success
      • ERP TOP TOOLS
        • OPI
        • Excel4Apps – GL Wand
        • STT Trainer
        • NET (net)
        • Outsourcing
        • Automate - Informate - Educate – Transformate
        • Use Intranet for Support Service Requests
        • Set Up Crack team
        • ERP on company intranet
    34. 50 Ways To Drive ERP Systems To Success
      • ERP TOP TOOLS
        • Performance Optimisation Management System
          • BusinessView
          • Methodology & Application all in one!
          • For all IT and business support teams
          • Manage Efficiency, Activities, Customers and Cost
          • Support Ticket management
          • Contracts and SLAs management
          • Assets and inventory management
          • Projects & Change control
          • Super reporting!
          • Free Online Demo!
    35. 50 Ways To Drive ERP Systems To Success
      • ERP TOP TOOLS
        • Excel4Apps – GL Wand
          • Proven Excel based Oracle GL Reporting tool
          • Finance departments using 11i or R12 Oracle GL
          • Easily Create, Edit and Publish Finance Reports in Excel
          • While Connected to Oracle GL
          • Easy to Install and Maintain
          • No Training Required
          • Easy to Use, Tightly Integrated and Secure
          • GL Wand Reports are Refreshable on Demand
          • Free 1 Month Trial!
    36. 50 Ways To Drive ERP Systems To Success
      • ERP TOP TOOLS
        • STT Trainer
          • Create simulation-based training for business software applications
          • Develop innovative business training for employees
            • Increased productivity
            • Efficient training deployment
            • Successful project management
            • Faster return on IT investment
            • Modes – training, demo, assessment, live help
            • Video, audio, presentations, web content, flash files
            • Different languages
            • Deliver online or in classroom
            • Free Online Demo!
    37. 50 Ways To Drive ERP Systems To Success
      • ERP TOP TOOLS
        • NET(net)
          • Specializes in vendor contract lifecycle management and optimization services
          • Recognized as an industry leader
          • Review, analyze and optimize core enterprise IT contracts
          • Offering cost free initial assessments
          • Delivering in excess of 33% savings for clients on new and existing IT agreements including:
        • Cisco Smart Microsoft Symantec Apple SAP Oracle Lawson
        • SF.com Siebel NetSuite AT & T Verizon Sprint POS HCM ECM
    38. 50 Ways To Drive ERP Systems To Success
      • ERP TOP TOOLS
        • Outsourcing – Support & Developments services
          • Cost savings
          • Billable hours
          • Utilise as needed
          • Wider skill base
          • Usually 24/7 support
          • MI reports
          • SLAs
          • Flexible staffing
          • Client focus on core functions
          • Associates in USA, India & the Philippines
    39. 50 Ways To Drive ERP Systems To Success
      • ERP TOP TOOLS
      • Automate - Informate - Educate – Transformate
        • Keep ERP Focus:
          • Automate - Audit Excel & Access files & FSGs & Uploads
          • Informate - Ensure ERP meets your reporting and KPI needs
          • Educate - Keep Support and Users up to date with ERP developments and best practise
          • Transformate - User ERP and Business Process redesign to change how you do business
    40. 50 Ways To Drive ERP Systems To Success
      • ERP TOP TOOLS
        • Use Intranet for Support Service Requests
          • Specially Designed Intranet Call Form
          • No More Telephone Calls
          • User Completes Form and Submits
          • Form Asks All Relevant Questions
          • Received Instantly By Support Team
          • Logged In Company Support System
          • Saves 1000s of hours for support team and users
          • Integrate with your help desk system
    41. 50 Ways To Drive ERP Systems To Success
      • ERP TOP TOOLS
        • Set Up ERP Crack team
          • Within Support Team
          • Flexible for enhancement work
          • Focus on current functionality
          • ERP and business process skills
          • Work with SMEs in business
          • Quick Wins
          • Only Added Value Work
          • Skilled in drivers
          • IT and business staff
          • Set Targets
    42. 50 Ways To Drive ERP Systems To Success
      • ERP TOP TOOLS
        • Intranet for ERP
          • News
          • Support calls
          • Releases & Upgrades
          • Training
          • Vendor webinars
          • Vendor documentation
          • MI reports
          • Surveys
          • Super User Groups
          • Production Changes / Outages
    43. 50 Ways To Drive ERP Systems To Success
      • ERP SELECTION
        • References
        • Decision Support System (DSS)
        • Hardware and software compatibility
        • Flexibility
        • Change management.
        • Legacy data
        • Real costs
        • Business processes
        • source code
        • Training
        • Audit implementation
        • Technical and customer support
    44. 50 Ways To Drive ERP Systems To Success 40
      • BEST IN CLASS - Traits
        • Standardised approach to ERP implementation
        • Executive oversight
        • Fullest use of ERP features and functions
        • Continuous measurement of ROI
        • Business driven more successful
        • Continuous ERP training
        • Broaden and deepen ERP usage
        • Competitive advantage
        • Source: Aberdeen Group
    45. 50 Ways To Drive ERP Systems To Success
      • BEST IN CLASS - Results
        • Best-in-Class companies attain more than twice the average annual service profitability of Industry Average firms (60% versus 26%).
        • Best-in-Class companies attain fives-times the year-over-year workforce productivity of Industry Average firms (15% versus only 3%).
        • Best-in-Class companies attain more than 1.2-times better customer satisfaction over Laggard organizations (88% versus only 69%).
        • 88% customer satisfaction rate
        • 60% service profitability
        • 15% productivity increase year on year
        • 50% more likely than the average to use KPIs
    46. 50 Ways To Drive ERP Systems To Success Any Questions
      • SERVICES OF DRIVE ERP
        • Interim Management
        • Consultancy
        • Project Management
        • Support Management
        • Change Management
        • Company Webinars
        • Company Seminars
        • Assignments
        • Recruitment
        • IT Contracts Review
      50 Ways To Drive ERP Systems To Success
      • John McGrann MBA ACMA AIMC
      • www.DriveERP.com
      • +357 96-728265
      • [email_address]
      50 Ways To Drive ERP Systems To Success
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