How Management Accountants Can Drive ERP

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How Management Accountants Can Drive ERP Systems To Sucsess

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How Management Accountants Can Drive ERP

  1. 1. How Management Accountants Can Drive ERP<br />John McGrann MBA ACMA AIMC<br />How Management Accountants Can Drive ERP<br />
  2. 2. How Management Accountants Can Drive ERP<br />Agenda<br /><ul><li>Actually Managing Oracle Applications
  3. 3. Measuring Success And Value for Money
  4. 4. Leading a Support Team From A Finance Perspective
  5. 5. Empowerment And Super Users
  6. 6. Top 10 Tips</li></li></ul><li>How Management Accountants Can Drive ERP<br />Actually Managing Oracle Applications<br />Recent LinkedIn.com poll:<br /><ul><li>32% - Real Cash Benefit / Cannot Live Without It
  7. 7. 68% - TooComplex / Little Value / In Learning Mode</li></li></ul><li>How Management Accountants Can Drive ERP<br />Actually Managing Oracle Applications – Quotes:<br /><ul><li>«  Our AccountingReporting System is in Excel »
  8. 8. «  I asked the same question using 3 Oracle reportingtools and got 3 differentanswers »
  9. 9. « We put Oracle Financials in before…and tookit out again »
  10. 10. «  We have 3 Access databases for everyemployee  »</li></li></ul><li>How Management Accountants Can Drive ERP<br />Actually Managing Oracle Applications - Questions<br /><ul><li>Whoownsyour Oracle applications? IT or the Business?
  11. 11. Who manages your Oracle applications?
  12. 12. Whatis the Strategy for Oracle applications?
  13. 13. How muchwillyouspend on your Oracle applications over 10 years?
  14. 14. Who are yourcustomers?
  15. 15. Whatisyour customisations policy?
  16. 16. Is your Oracle Applications strategyaligned to business / corporate plans?</li></li></ul><li>How Management Accountants Can Drive ERP<br />Actually Managing Oracle Applications - Questions<br /><ul><li>Is your support team purelyreactive?
  17. 17. What % of the potential of OA are youutiliisng?
  18. 18. How doesyour OA performance compare againstprioryears? Otherorgs?
  19. 19. Budgeting and MI reports?
  20. 20. Do youimplement change successfully?
  21. 21. Is your user communityempowered?</li></li></ul><li>How Management Accountants Can Drive ERP<br />Measuring Success & Value for Money - Questions<br /><ul><li>Return on Investment
  22. 22. Service Requests Analysis & SLAs
  23. 23. Efficiency Analysis
  24. 24. Support Hour Cost
  25. 25. Development Hour Cost
  26. 26. Efficiency Savings
  27. 27. Production Change Request Analysis
  28. 28. Customer / User Analyiss
  29. 29. Training Provision Analysis
  30. 30. Benchmarking – Oracle Service Requests (Metalinlnk)</li></li></ul><li>How Management Accountants Can Drive ERP<br />Leading a Support Team From A Finance Perspective - Questions<br /><ul><li>IT function?
  31. 31. IT or Business background for Support Team analysts?
  32. 32. Reactive or proactive?
  33. 33. How efficient is the support function?
  34. 34. Measure solutions and financial benefits?
  35. 35. Cost benefit analysis & Customisations?
  36. 36. Flexible staff?
  37. 37. Outsource?
  38. 38. Cost or profit centre?</li></li></ul><li>How Management Accountants Can Drive ERP<br />Empowerment And Super Users – Questions<br /><ul><li>Are users entirely reliant on Oracle support staff?
  39. 39. Users > Super Users > Support Team > Oracle Corp?
  40. 40. Role of the Oracle Super User?
  41. 41. Selection of Oracle Super User?
  42. 42. Training and Development ?Ownership > Objectives > Structure > Processes?
  43. 43. Customers and Users?
  44. 44. Funding?
  45. 45. Communication?
  46. 46. Oracle Super User Groups?</li></li></ul><li>How Management Accountants Can Drive ERP<br />Top 10 Tips :<br /><ul><li>1. Establish Oracle Super Users and OSUGs
  47. 47. 2. MI Reporting and KPIs for ERP
  48. 48. 3. Define Your Customers and Users
  49. 49. 4. Model for Oracle ERP Reporting
  50. 50. 5. Automate - Informate - Educate - Transformate
  51. 51. 6. Use Intranet for Support Service Requests
  52. 52. 7. Set Up OMS team
  53. 53. 8. Excel4Apps - GL Wand
  54. 54. 9. Intranet site for ERP
  55. 55. 10. Change Control and Cost Benefit Analysis</li></li></ul><li>How Management Accountants Can Drive ERP<br />1. Establish Oracle Super Users and OSUGs<br /><ul><li>Close the skills gap between IT and the Business
  56. 56. Empower users to maximise your ERP investment
  57. 57. Set up Oracle Super User groups by business function
  58. 58. Set efficiency savings targets for OSUGs and measure </li></li></ul><li>How Management Accountants Can Drive ERP<br />2. MI Reporting and KPIs for ERP<br /><ul><li>Measure effectiveness and efficiency of your support team
  59. 59. Analysis of customers and users costs and efficiency savings
  60. 60. Analysis of Service Requests (internal and external)
  61. 61. Benchmarking internally and externally</li></li></ul><li>How Management Accountants Can Drive ERP<br />3. Define Your Customers and Users<br /><ul><li>Define Customers
  62. 62. Set up an Engagement Model
  63. 63. Report back on MI
  64. 64. Set up a Custodianship Model
  65. 65. Manage Reporting Strategy</li></li></ul><li>How Management Accountants Can Drive ERP<br />4. Model for Oracle ERP Reporting<br /><ul><li>Business managers define Information needs
  66. 66. ERP support team to advise on reporting tools
  67. 67. Agree efficient and effective reporting solutions
  68. 68. Change Control process including Cost Benefit analysis
  69. 69. Support and maintain
  70. 70. Minimise or eliminate customisations</li></li></ul><li>How Management Accountants Can Drive ERP<br />5. Automate - Informate - Educate - Transformate<br /><ul><li>Automate - Audit Excel & Access files & FSGs & Uploads
  71. 71. Informate - Ensure ERP meets your reporting and KPI needs
  72. 72. Educate – Keep Support and Users up to date with ERP developments and best practise
  73. 73. Transformate – User ERP and Business Process redesign to change how you do business</li></ul>Audit - Excel & Access & Uploads & FSGs<br />
  74. 74. How Management Accountants Can Drive ERP<br />6. Use Intranet for Support Service Requests<br /><ul><li>Specially Designed Intranet Call Form
  75. 75. No More Telephone Calls
  76. 76. User Completes Form and Submits
  77. 77. Form Asks All Relevant Questions
  78. 78. Received Instantly By Support Team
  79. 79. Logged In Company Support System</li></li></ul><li>How Management Accountants Can Drive ERP<br />7. Set Up OMS team<br /><ul><li>Within Support Team
  80. 80. Flexible for enhancement work
  81. 81. Focus on current functionality
  82. 82. ERP and business process skills
  83. 83. Work with SMEs in business
  84. 84. Quick Wins
  85. 85. Only Added Value Work</li></li></ul><li>How Management Accountants Can Drive ERP<br />8. Excel4Apps - GL Wand<br /><ul><li>Proven Excel based Oracle GL Reporting tool
  86. 86. Finance departments using 11i or R12 Oracle GL
  87. 87. Easily Create, Edit and Publish Finance Reports in Excel
  88. 88. While Connected to Oracle GL
  89. 89. Easy to Install and Maintain
  90. 90. No Training Required
  91. 91. Easy to Use, Tightly Integrated and Secure
  92. 92. GL Wand Reports are Refreshable on Demand</li></li></ul><li>How Management Accountants Can Drive ERP<br />9. Intranet site for ERP<br /><ul><li>News
  93. 93. Support calls
  94. 94. Releases & Upgrades
  95. 95. Training
  96. 96. Vendor webinars
  97. 97. Vendor documentation
  98. 98. MI reports
  99. 99. Surveys
  100. 100. Super User Groups
  101. 101. Production Changes / Outages </li></li></ul><li>How Management Accountants Can Drive ERP<br />10. Change Control and Cost Benefit Analysis<br /><ul><li>For non project enhancements and development
  102. 102. Cost Benefits Analysis for each piece of work
  103. 103. Support team to provide the costs
  104. 104. Requestor from the business to provide the benefits information
  105. 105. Eliminates non added value work and prioritises jobs</li></li></ul><li>How Management Accountants Can Drive ERP<br />How Management Accountants Can Drive ERP?<br /><ul><li>Bridging the gap between IT and the Business
  106. 106. Demanding Value For Money from ERP systems
  107. 107. Reporting ERP performance
  108. 108. Leading By Example</li></li></ul><li>How Management Accountants Can Drive ERP<br />Any Questions?<br />
  109. 109. How Management Accountants Can Drive ERP<br />John McGrann MBA ACMA AIMC <br />www.DriveERP.com<br /> +357 96-728265<br />John@DriveERP.com<br />

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