Getting the Most Out of Your ERP System Implementation
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A practical guide to help ensure maximum return on investment.
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Getting the Most Out of Your ERP System Implementation
- 1. A Practical Guide to Help Ensure Maximum Return on Investment
- 2. CSMFO 2018 Annual Conference ERP Implementations ◦ Challenges ◦ “Must-Haves” ◦ Critical Success Factors ◦ Measuring Success ◦ Ensuring Continued Success
- 3. CSMFO 2018 Annual Conference 20+ year career in public sector ◦ State, County and City ◦ Budget, treasury, accounting, information technology, human resources Cities of Huntington Beach, Mission Viejo, La Palma, Westminster CMTA Board Member South Fiscal Officers Department appointee to League Policy Committee Director of Administrative Services City of Pico Rivera
- 4. CSMFO 2018 Annual Conference 31 year career in local government ◦ City of Orange ◦ City of Chino ◦ Finance Director, Treasurer & Assistant City Manager 5 years with NexLevel ◦ Local government IT management consulting ◦ Numerous ERP and Land Management Procurements Principal – NexLevel Information Technology, Inc. a division of SDI Presence LLC
- 5. CSMFO 2018 Annual Conference Project Support Change Management Resources
- 6. CSMFO 2018 Annual Conference Elected Officials Knowledge and Buy-In Executive Level Sponsorship Department Director Awareness and Support
- 7. CSMFO 2018 Annual Conference Organization Acceptance Resource Alignment Project Management
- 8. CSMFO 2018 Annual Conference Clear Definition of Goals for New ERP System ◦ Better, Easier & Faster Data Extraction Chart of Accounts Design User Friendly Interfaces ◦ Disbursement of Workload Employee Self Service End User Entry of Initiating Documents
- 9. CSMFO 2018 Annual Conference Clear Definition of Goals for New ERP System ◦ Increased Transparency Customer (Internal and External) Portals Data “push-out” to Website Budget Document Production CAFR Builder ◦ Improved Processes / Increased Efficiencies
- 10. CSMFO 2018 Annual Conference Measured, Realistic & Attainable Project Timeline Detailed Project Plan ◦ Gathering Feedback from External Departments What Do They Need From a New System? Resource Plan ◦ Staffing, Overtime, Backfill, Temps, Consultants
- 11. CSMFO 2018 Annual Conference Training Plan Risk Management Plan Communication Plan Business Process Review
- 12. CSMFO 2018 Annual Conference Success of Each Module Go-Live ◦ Timely, Accurate Launches Improved Customer Service to Both Citizens and External Departments within City Post Implementation Evaluation Review (PIER)
- 13. CSMFO 2018 Annual Conference Additional Module Implementations Module “Clean-Up” Post Go-Live Surveying Staff and Management About Go Live Process Surveying Again 1 Year After Go Live
- 14. CSMFO 2018 Annual Conference Continue Surveying Staff Regularly About ERP System Use – and Potential Concerns Re-Visit Modules Not Fully Utilized Install Regular Software Updates
- 15. CSMFO 2018 Annual Conference Actively Participate in Software User Group Meetings and Conferences Establish and Regularly Conduct Training Be a Champion for Exploring Unmet Needs Through the ERP System
- 16. A Practical Guide to Help Ensure Maximum Return on Investment