Advise for ERP planning and project models
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Advisory presentation for ERP project planning. Focus on; Business planning and change process Business Process analysis Business Transformation plan Project Frameworks and ERP projects models Comparison between project frameworks and ERP project models.
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Advise for ERP planning and project models
- 1. ADVISE FOR ERP PROJECT MODELS RATATOSKR CONSULTING
- 2. ERP PLANNING & PROJECT MODELS Advisory presentation for ERP project planning ◦ Business planning and change process ◦ Business Process analysis ◦ Business Transformation plan ◦ Project Frameworks and ERP projects models 2023 2
- 3. A SUCCESSFUL ERP PROJECT IS SUCCEFUL CHANGE PROCESS 3 Strategic & Executive Alignment Operational Readiness People Readiness Technical Readiness Project Governance & Planning VISION Business Strategy Processes People Data Solution Strategy Technology Methodology 2023 ERP PROJECT PLAN DEVELOP DEPLOY OPERATE
- 4. BUSINESS PROCESS ANALYSIS 2023 4 ERP Sales & CRM Customer Portal eCommerce Manufacturing Logistics, Supply Chain & Warehousing Finance Data warehouse & Analytics Document Management As part of the initial business analysis phase, we perform process analysis for each process area to ensure an ERP implementation is feasible and effective. The key steps we include in the planning process are: Envision the Future Process (Vision): Define the desired future state of the process, outlining improvements and goals to achieve. Assess the Current Process (As-Is): Document and analyze the existing process to identify areas of inefficiency, bottlenecks, or gaps. Perform Delta Analysis & Define Changes: Compare the current process with the envisioned future state, identify differences, and determine the required changes. Prioritize Changes and Assign to Phases: Rank the identified changes based on their importance and impact, then assign them to implementation phases to ensure a structured and manageable approach.
- 5. The Transformation Map 2023 5 As part of initial business analysis phase, we build the transformation map. • The transformation map is a strategic tool that helps ensure business alignment and agreement on the project's ambition and process priorities. • A transformation map is a visual representation that outlines the changes needed to move the organization from its current state to a desired future state. • By establishing an agreed-upon, prioritized business transformation map, you can ensure that the ERP project aligns with the organization's strategic objectives and gains the necessary support and commitment from stakeholders. • Ensure business alignment and agreement of ambition and process priority.
- 6. Project Frameworks & ERP project models • PRINCE2 (Projects IN Controlled Environments) • Focuses on a process-based approach with defined roles and responsibilities • Comprises seven principles, seven themes, and seven processes • Suitable for various types and sizes of projects • PM2 (Project Management Methodology) • Combines elements from various project management methodologies, including PRINCE2 and PMI • Aims to simplify project management processes for EU institutions and related organizations • Comprises four phases, nine processes, and 47 project management activities • Focuses on governance, monitoring, and control aspects of project management 2023 6 • PMI (Project Management Institute) • Offers the Project Management Body of Knowledge (PMBOK) Guide, which is a widely recognized standard for project management • Focuses on process groups and knowledge areas • Suitable for various industries and project type • IPMA (International Project Management Association) • Offers the Individual Competence Baseline (ICB), which defines project management competencies across three domains: contextual, technical, and behavioral • Focuses on the development of individual competencies rather than a specific methodology or framework • Emphasizes the importance of soft skills and personal development in project management • Suitable for various industries and project types A project framework, is a broad term that refers to the set of principles, processes, and practices used to guide and manage any type of project, not just ERP projects. A project framework establishes the foundation for project management and provides a consistent structure that allows for effective planning, execution, monitoring, and control of all types of projects. The different project management methodologies or frameworks have their own sets of principles, processes, and certifications. The choice of methodology or framework depends on the organization's needs, project requirements, and the preferences of the project team. An ERP project model is a specialized adaptation of a broader project management framework, designed to address the specific challenges and requirements of ERP system implementations. The ERP project model takes the foundational principles, processes, and practices of a project framework and tailors them to create a structured approach that ensures effective management and successful implementation of an ERP system.
- 7. ERP PROJECT MODELS Like all projects, ERP projects also require a well- defined project scope, engaged stakeholders, appropriate resources, realistic timelines, accurate budgets, diligent risk management, strict quality control, efficient team organization, clear communication, and proper change management. ERP projects are structured in phases, with four standard phases; plan, develop, deploy and operate. Managers and users may be familiar with different terms, as vendors often use their own unique terminology. It is crucial to educate the business, project teams, managers, and users about the project model while ensuring a clear understanding of the terminology used. 2023 7 ERP PROJECT PLAN DEVELOP DEPLOY OPERATE
- 8. Prototype G5 G2 G3 G4 Design Build G2 G1 G2 G4 G5 G0 G3 G1 G2 G4 G5 G0 G3 G1 G2 G4 G0 G3 G0 G1 8 Initiating Planning Executing Closing Monitoring & Controlling PMI Concept Definition Executing Closing Monitoring & Controlling IPMA Initiating Planning Executing Closing PM² Project Frameworks & ERP Model Comparisons ERP PROJECT MODELS ERP Project Models Plan Design Develop Closing Deploy Initiation Ratatoskr Project Model Project Preparation Project Realization Final Preparation Business Blueprint Production Support Training Cutover GO-live Config Testing Process Analysis Discovery & planning Development Testing Oracle Project Model Design Support Deployment Inception Construction Transition Infor Project Model Elaboration Optimize Config System Testing GO-live Support Process Analysis Prototype Train User Testing Microsoft Project Model Initiate Implement Operate Cutover & GO-live Prepare SAP Project Model Training & UAT Support GO-live Configuration Process Analysis Data migration Business Analysis Solution Blueprint Project Framework's Design, Build and plan strategy Testing & deploy User Readiness Live Review
- 9. 9 Infor Project Model Inception Provision Software Project Kick-Off Confirmed High Level Requirements Review Key Business Data Structures Lifecycle Objectives Milestones Elaboration Train Project Members Review Business Process Flow Develop & Validate Prototype Publish Business Blueprint Life Cycle Architecture Milestone Construction Application Configuration Data Conversion Rehearsals System testing Initial Operational Capability Milestone Transition End User Testing Final Data conversions System in production Milestone Optimize Monitor & Evaluate System Performance Plan for the Future Transition to Support Sign Off Milestone Project Initiating & planning Project Closing ENGAGE Project Execution, Monitoring & Control Planning Initiation Design Develop Deploy Closing Ratatoskr Project Model
- 10. 2023 PRESENTATION TITLE 10 Microsoft Project Model
- 11. THANK YOU JOHAN HAGSTRÖM JOHAN.HAGSTROM@ RATATOSKR .SE WWW. RATATOSKR.SE
Editor's Notes
- An ERP project involves integrating various business processes, systems, and data across an organization, which often requires significant changes in the way the organization operates. A successful ERP project not only delivers a fully functional system but also ensures that the organization can smoothly transition to and adopt the new system. This requires managing the change process effectively, which involves: Clear communication: Ensuring all stakeholders understand the reasons behind the ERP implementation, its benefits, and potential impacts on their roles and responsibilities. Stakeholder engagement: Involving stakeholders throughout the project, addressing their concerns, and incorporating their input into the decision-making process. Training and support: Providing comprehensive training and ongoing support to help users adapt to the new system and leverage its features effectively. Process re-engineering: Analyzing and redesigning existing business processes to align with the new ERP system and optimize efficiency. Change management strategy: Developing and implementing a structured change management plan that addresses potential challenges and resistance to change. Continuous improvement: Monitoring the success of the change process and making necessary adjustments to refine and enhance the adoption of the new ERP system. By effectively managing the change process, organizations can ensure that their ERP implementation not only delivers a robust system but also results in a smooth and successful transition for the organization, its employees, and stakeholders. In this context, the success of an ERP project is closely linked to the success of the change process.
- In the context of an ERP project, the transformation map should cover various aspects of the organization, such as processes, technology, data, people, and culture. The purpose of the transformation map in the strategy phase is to: Identify the current state - Document and analyze the organization's existing processes, systems, data, and structure to understand its current capabilities and limitations. Define the desired future state - Establish a clear vision of how the organization should operate after the ERP implementation, with improved processes, streamlined workflows, and enhanced capabilities. Determine the changes required - Identify the gaps between the current and future states, and specify the changes needed in processes, systems, data, and organizational structure to achieve the desired state. Prioritize changes - Evaluate the impact, feasibility, and potential benefits of each proposed change, and prioritize them based on their alignment with the organization's strategic objectives and resource constraints. Develop a roadmap - Create a timeline for implementing the prioritized changes, considering dependencies, resource availability, and potential risks. Engage stakeholders - Communicate the transformation map with relevant stakeholders to ensure a shared understanding of the project's goals, the required changes, and their potential impacts. This helps build consensus and commitment to the project.
- Each of the project management methodologies (PMI, IPMA, PRINCE2, and PM2) has a slightly different approach to project phases and each ERP model aligns loosely to the other models. Each business need to perform and analysis to ensure they align their ERP project model to their implementation of project frameworks.
- Deployment Method - Key Components - Infor Agility Implementation Infor Deployment Method consists of 3 processes: Engage, Project Management and Implementation. The Implementation process consists of 5 phases: inception, elaboration, construction, transition, and optimize. See above for some of the high-level activities included within each phase.
- Microsoft emphasizes the importance of using the Microsoft project recommended implementation methodology “Success by design” and the importance of Tracking of success measures