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Enterprise Reporting and the Value of Organizational Change Management on User Adoption - Emtec, Inc.

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Emtec Finance and Technology Summit Presentation with Anshoom Jain & Jamal Syed

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Enterprise Reporting and the Value of Organizational Change Management on User Adoption - Emtec, Inc.

  1. 1. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015. Enterprise Reporting and the Value of OCM on User Adoption Successful BI Implementation with PMO and OCM
  2. 2. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015. Road to BI Enlightenment 2 Put the right technology in place Common Enterprise Information Model Build the single version of truth Self enablement of business users Action Plan Stage Objectives Unified delivery platform Empower the business users 360 degree view of the organization Implement scalable BI enterprise solution Define master data management strategy Train the users on BI solution stack Channel data source through unified delivery vehicle Trust in data, fact- based decisions
  3. 3. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015. BI Activism Scenarios 3 LOW High High IT BI Activism User BI Activism •MIS Reporting is the norm •Inertia prevents any significant new initiatives •Business is run without the benefit of complete perspective Scenario: BI Inertia •IT-induced solutions may or may not meet user requirements •Users fail to use IT-provided solutions •Technology vendors prevail •Limited or no business benefits realized Scenario: One-Size- Fits-All Technology •Users source applications •Infrastructure issues arise •Scale integration and manageability are compromised •Application vendors prevail •IT as a utility - not as a partner Scenario: New BI Applications Silos •Users and IT form teams •BI used to drive ROI •Right technology and products selected •BI competency center emerges Scenario: BI Success
  4. 4. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015. Why BI Projects Fail • Misalignment of user needs • Mismanagement of user expectations • All BI project are technical in nature • No proper onboarding process for users • Changes is dictated by IT – Process change difficult for users – Business value is not communicated • No post project governance • Lack of trust in process / data • Solve one problem, introduce another • Insufficient ownership by business • Best practices don’t always solve real world problems 4
  5. 5. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015. 5 Our Integrated BI Framework Business Ownership Articulate The Vision Prepare And Train Case for Change Program Management Organizational Change Mgt Business Engagement Communications Knowledge Mgt Stakeholder Mgt Change Readiness Schedule Mgt Resource Mgt Risk Mgt Issue Mgt Change Control Mgt
  6. 6. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015. Technical Implementation Steps • RAPID implementation methodology is deployed for expedited implementation of OBIA. This approach allows the business users to get involved early and eliminates lengthy UAT cycle 6
  7. 7. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015. Project Management Accelerators • Speed of implementation is as important as accuracy and adoption of solution Name Description Schedule Management and Cost Management Our project management philosophy of “planning the work and working the plan” is reflected in our MS Project schedule templates which further extend the Earn Value Management techniques for managing schedule & cost and is flexible to incorporate client specific threshold levels of performance for status reporting. Risk and Issue Management Proactive identification, qualification, and disposition of risks and issues, drives the team to stay focused and collaborate with clients to remove the bottlenecks early on. Our Risk, Actions, Issues and Decision (RAID) log template provides graphical representation of areas needing attention on a real-time basis. Communications Management Our project and program status reports are integrated with the project schedule and risk management tools and are designed to effectively communicate the overall status in a consolidated, transparent and timely fashion, while allowing insights into critical risks and issues associated with the project. Change Control Management Change control management strives to ensure that the project’s scope is delivered with quality and within pre-agreed timelines, and cost through the use of the Change Request (CR) Log tool. Resource Management Ensuring resources with the right skills and skill level are available at the appropriate times during the project is critical to project success. Our Resource tracking is integrated with the overall project status reporting and schedule management. 7
  8. 8. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015. Few Organizations Implement BI Programs Effectively, Due To Insufficient Focus on Change Management Agree Somewhat agree Disagree Don’t know “To what extent do you agree with the following statement about BI change management?” Our processes for managing change to organizational structures and business processes based on new BI functionality are well-established and run smoothly Base: 129 professionals with knowledge of BI within their organizations Source: Q2 2012 Global BI Maturity Online Survey, Forrester Research, Inc. 13% 26% 57% 4% 8
  9. 9. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015. How To Keep The Business Engaged To Maximize User Adoption ‘ Business Implementation ManagerDelivery Lead Communication to Business Input to Design Process Education Impacts of Change Data SMEs Trainers Testers Super Users LIM 4 Location / Function LIM 3 Location / Function LIM 2 Location / Function LIM n Location / Function Local Implementation Manager (LIM) 1 Location / Function Program Operating Committee Project Business Business InputProcess & Design Security Controls Tech & Build Data Migration OCM Testing Cutover & Deployment Implementation Partnership Facilitated by Change Managers Program Steering Committee PMO 9
  10. 10. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015. Utilizing key communication “campaigns” to build stakeholder commitment throughout the lifecycle of a BI implementation Build Phase Test Phase Awareness Campaign Process / Understanding Campaign Role-Based Campaign Training Campaign Baseline Communications Deploy Phase Design Phase Post Go-Live Campaign Managing Phase Analyze Phase 10
  11. 11. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015. Effective PMO & OCM on BI programs will ultimately maximize your realization of benefits Impact Of Effective PMO & OCM on BI Programs: • Adoption of the new ways of working • Reduction in the loss of productivity associated with change • Shorter stabilization period • Buy-in and support from all management levels • Business involvement by end users • Reduced resistance to change • Job roles that are aligned to new ways of working All of which…. Maximize your realization of benefits 11
  12. 12. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015. 73% YEARS 47serving clients OUR COMPANY 500dedicated associates 17 over years BEST PLACES TO WORK 2012 TECHNOLOGY EMPOWERED BUSINESS SOLUTIONS “right size provider” “client for life” India Pune Bangalore USA IL, PA, NJ, GA, VA, MN, FL Canada Toronto Ottawa GLOBAL DELIVERY OUR SERVICES 87% 14 prior tier 1 consultancies avg. years experience fulltime employees OUR PEOPLE 25+ OTHER PARTNERS - onshore - offshore - nearshore - blended managed services Advisory Applications Cloud Analytics Infrastructure strategy governance process ERP, HCM, CRM, app. development, mobile solutions applications infrastructure enterprise reporting, predictive analytics, big data service management enterprise infrastructure end user computing Business and Technology Empowered
  13. 13. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015. An Exciting Year For Emtec… And Or Clients! Vertical Focus • Strategy • Enterprise Solutioning • Management Consulting • Line of Business Expertise Advisory Services Expansion Services GEO Vertical SMAC
  14. 14. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015. Emtec Services Align Well with each stakeholder community ENTERPRISE SUITE SALES & MARKETING  360 degree view of the customer  Sales force automation  Customer Service  Marketing Automation  Customer and Product Data Management  BI / Analytics HCM  Workforce Planning  HR Analytics  Talent Management  Employee Self-Service  Performance Management  Total Compensation CFO FINANCE  Budget & Planning  Financial Close Mgmt  Procure to Pay  SEC Reporting  Financial Analytics  Cash Management OPERATIONS  Forecasting  Operational Analytics  ERP  Project Costing TECHNOLOGY  Advisory Services  Application Development & Maintenance services  Business Intelligence & Big Data  Cloud Strategy and Implementation  Independent Verification & Validation  Infrastructure Services  Managed Services  IT Service Management  Procurement Services  Business Strategy  Managed Services & Outsourcing  Advisory Services  Analytics  Governance POWER The of Emtec
  15. 15. Emtec, Inc. Proprietary & Confidential. All rights reserved 2015. THANK YOU FOR YOUR TIME Please visit us online at www.emtecinc.com THANK YOU FOR YOUR TIME Please visit us online at www.emtecinc.com

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