This document outlines the key steps and lessons learned from planning an IT implementation project from inception to reality. It discusses establishing strategic objectives and demand and supply plans, having the right leadership and processes in place, and understanding requirements and criteria for vendor selection. The tender process is described as both an art and a science. Milestones in the project timeline are shown, and it is emphasized that securing dedicated business resources, understanding compromises, and prioritizing change management are important lessons learned for successful project execution.

1. THE JOURNEY FROM PLAN TO REALITY,
MILESTONES AND LESSONS LEARNED
Andy Chapell

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Slide 2
Agenda
• Context?
• When to invest in IT – theory v reality?
• Tender process?
• Lessons (re)learned

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Systematic planning and forecasting
Strategic Objectives
Demand Plan
Supply Plan Reconciliation
Senior
Review
3
Do you have….
• Leadership?
• Planning competence?
• Feeder processes?
• Process ownership?

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Process and organisation first….?
• Will a decision to invest drive:
• Pace?
• Process implementation and adherence?
• Data capture and cleansing?
J
a
n
F
e
b
M
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A
p
r
M
a
y
2016
Nov Dec
2015 O
c
t
N
o
v
D
e
cInitiate and Prepare BuildDesign Test
Programm
e Set-up
Mobilisation
2 Months 4 Months 5 Months ???
Dec 11th
Sponsors
Endorse
ment &
Kick-off
Dec 23rd
CRP 0
Concept
of
Operation
s
Set-up
Environments
Trainin
g
Solution Mgt &
Control
Solutionin
g and
Principles
Process System
Mapping
Design Workshops
Change Management
April 2nd
CRP1
High
Level
Solution
Design
Oct 29th
CRP2
Low
Level
Solution
Design
Mar
31st
CRP3
Solutio
n
Deliver
ed
Build Solution
Interfaces and Report Development
User Acceptance Testing
Training
Rollout
Plan
Project Governance
Organisational Change
Solution DeliveryInitiate
Business Solutions Support
Data ManagementIdentify Master
Data
Build Final Environments based on APPS 8
Communication and Stakeholder Management
Define Master
Data Evaluate Master
Data
Cleanse Master Data
Data
Migratio
n
M
a
r
A
p
r
J
u
n
M
a
y
J
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J
u
l
A
u
g
S
e
p
2014 J
a
n
F
e
b
6 Months
Impleme
nt
New Corporate Architecture
Reporting

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The tender process – art or science?
• Do you understand
your requirement?
• Strategic objectives
• Process-based
acceptance criteria
• How do you bring
vendor selection to
life?
• Scenario testing
• Multi-functional
assessment against
pre-set scoring
Treasury
6.2 Manage Cash
Process
(non system step)
Best of Breed
ERP
MF6.2.2
Reconcile
bank
accounts to
ledger
MF6.2.3
Manage daily
liquidity
MF6.2.8
Submit cash
flow
forecasts
MF6.2.9
Consolidate
and review
cash flow
forecasts
MF6.2.1
Load the
bank
statement
•Including foreign
currency details
– reporting and
base currencies
• Post cash book
entries e.g. Non
AR/AP
• Links to Record
to Report
• Link to R2R, O2C
and R2P (travel
and expenses
• Communication of
Group
intercompany
cash transactions
MF6.2.4 Submit
same day
payment details
to Group
Treasury
Pre -
10am?
MF6.2.5
Approval from
Group
No`
MF6.2.6 Run
weekly cash
flow forecast
MF6.2.7
Review and
amend cash
flow forecast
• Completed at
both divisional
and group levels
• Manual inputs from
PM, O2C, Potential
issues with receipts
• PM and PSC
potential payments
which may need to be
delayed due
milestone issues
Yes
Start
Finish
Level 5 activities
Level 4 process maps
Supplier, Inputs, Process, Outputs, Customer (SIPOC) analysis
• Do you understand the product?
• Supplementary tools
• Configuration or customisation?
• What about the Systems Integrator?
• Technical competence – reference sites
• Cultural fit

6. THE JOURNEY FROM PLAN TO REALITY,
MILESTONES AND LESSONS LEARNED

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Lessons (re)learned
• Secure your (full time?) business team
• Understand your trade-off space
• Don’t skimp on change management

8. THE JOURNEY FROM PLAN TO REALITY,
MILESTONES AND LESSONS LEARNED
andy.chapell@babcockinternational.com