Preparing your
business for change

James Page & Mark Anderson
Your presenter/s

James Page

Mark Anderson

Practice Principal

Practice Manager - Central



Dynamics Practice Principal



Dynamics Practice Manager



Over 15 years experience with
Dynamics ERP





Responsible for process,
methodology and strategy

Over 15 years experience
managing the implementation
of a variety of ERP solutions



Experienced in large project
delivery and have exposure to
both vendor and client
perspectives.



Involved in over 50
implementations across multiple
industry segments

Preparing Your Business For Change

| 2
Business Solutions –
The Reality
4,164,383
Your Awesome Presentation Title {Segoe UI 12 pt.}
The Reality
Enterprise Solutions – costs, duration, benefit
Year

Cost
(USD millions)

% of Cost
Overruns

Duration
(months)

Duration % of
Duration Overruns

% Receiving 50%
or Less Benefits

2012

7.1

53%

17.8

61%

60%

2011

10.5

56%

16.0

54%

48%

2010

5.5

74%

14.3

61%

48%

2009

6.2

51%

18.4

36%

67%

Average

7.325

59%

16.6

53%

56%

Source: 2013 ERP Report – Panorama Consulting
Preparing Your Business For Change

| 5
The Reality
Project size vs Failure

Source: Gartner (June 2012)
Preparing Your Business For Change

| 6
Implementation
Challenges
Implementation Challenges
ERP implementation research

“The single biggest failure point for ERP implementations is the need
for change management”
Neville Turbit, Project Perfect

Panorama Consulting: 2013 Report Organisational Change and Process Management
Preparing Your Business For Change

| 8
Implementation Challenges
Process and Organisation Change Adjustment

Preparing Your Business For Change

| 9
Preparing your business for change
Objective
Overview of the importance of
organisational change management
when implementing business
solutions
Discussion of key OCM components
to embed into your projects.
How to get started on this journey
Preparing Your Business For Change

| 10
A Framework for
Change
The Myths of Change Management
Change Strategy and Execution
MYTH: Resistance can be overcome
Leadership
MYTH: Leaders always “get it”
Communications
MYTH: To achieve change, you just have to communicate

Training
MYTH: „They Just Need More Training‟

Preparing Your Business For Change

| 12
The Change Journey
Identifying Improvements

Planning and Transitioning

Operating and Integrating

Managing and Improving

STAKEHOLDER EXPECTATIONS

STEADY
STATE

REALITY
REALISATION
DENIAL

Preparing Your Business For Change

| 13
Change

Aligning Change to the Project Lifecycle

Time
Preparing Your Business For Change

| 14
Key Components of Change Management
Leadership
Alignment

Stakeholder
Relationship
Management

Business
Culture/
History

Communication

Training

Preparing Your Business For Change

Change
Team

Transition

| 15
Business Culture / History of Success

Preparing Your Business For Change

| 16
Leadership Alignment
Pre-positioning
•
•
•
•
•

Project Sponsor
Key Executive Buy-In
Leadership Roadshows
Leadership Action Plans
Leadership Contract

Preparing Your Business For Change

Implementation
•
•

Steering Committee
Business Ownership

Consolidation
•

Solution Evangelist

| 17
Stakeholder Relationship Management
Pre-positioning
•
•
•

Identify Stakeholders
Analyse Stakeholders
Stakeholder Management Plan

Preparing Your Business For Change

Implementation
•

Proactive Engagement

Consolidation
•

Engagement Process

| 18
Communications
Pre-positioning
•
•
•
•
•

Business Case
Articulate the Vision
Mandate for Change
Why/Where/How
WIIFM

Preparing Your Business For Change

Implementation
•
•
•
•
•

Constant Reinforcement
Internal/External
Formal/Informal
Manage Expectations
Too Much ?

Consolidation
•
•
•
•

Steering Committee
User Groups
Lessons Learned
Future Vision/Plans

| 19
Training
Pre-positioning
•
•

TNA
Training Strategy

Preparing Your Business For Change

Implementation
•
•

Delivery
Feedback

Consolidation
•
•

Maintenance
Ongoing training reqs

| 20
Transition
Pre-positioning
•

Transition/Support
Strategy and Plan

Preparing Your Business For Change

Implementation
•
•
•
•

Readiness Checklist
Training/Support
Expectation Setting
Go live Readiness Assessment

Consolidation
•
•
•
•
•

Stabilisation Period
Help Channels
Change Agents
Comms/Expectation Setting
On-going Business
Engagement

| 21
Change Team Roles
Change
Manager

Comms
Co-ordinator

Training
Manager

Change
Agents/
Coaches

Trainer(s)

Preparing Your Business For Change

| 22
Attributes of success
Change Management Critical Success
Factors


Effective Change Management Leadership and Planning



Secure visible executive sponsorship early in the project



Create a transition strategy with achievable timeframes



Effective communications



Employee Involvement
It’s a Journey….. Not a destination

Preparing Your Business For Change

| 24
Getting started

Preparing Your Business For Change

| 25
Fact
It has been identified that the most significant correlation to
benefits realised in an ERP implementation is the amount of
spend on change management.
In layman‟s terms, the more an organization spends supporting
its people and their transition, the more it receives; the less it
spends, the less it receives. It really is that simple.
2013 ERP Report: Panorama Consulting

Preparing Your Business For Change

| 26
Thank you
Email:

james.page@intergen.co.nz

Mobile:

+64 21 241 9563

Twitter:

daxpage

LinkedIn: james-page
Email:

mark.anderson@intergen.co.nz

Mobile:

+64 21 241 9421

LinkedIn: mark-anderson

Dynamics Day 2013 Preparing Your business for change

  • 1.
    Preparing your business forchange James Page & Mark Anderson
  • 2.
    Your presenter/s James Page MarkAnderson Practice Principal Practice Manager - Central  Dynamics Practice Principal  Dynamics Practice Manager  Over 15 years experience with Dynamics ERP   Responsible for process, methodology and strategy Over 15 years experience managing the implementation of a variety of ERP solutions  Experienced in large project delivery and have exposure to both vendor and client perspectives.  Involved in over 50 implementations across multiple industry segments Preparing Your Business For Change | 2
  • 3.
  • 4.
    4,164,383 Your Awesome PresentationTitle {Segoe UI 12 pt.}
  • 5.
    The Reality Enterprise Solutions– costs, duration, benefit Year Cost (USD millions) % of Cost Overruns Duration (months) Duration % of Duration Overruns % Receiving 50% or Less Benefits 2012 7.1 53% 17.8 61% 60% 2011 10.5 56% 16.0 54% 48% 2010 5.5 74% 14.3 61% 48% 2009 6.2 51% 18.4 36% 67% Average 7.325 59% 16.6 53% 56% Source: 2013 ERP Report – Panorama Consulting Preparing Your Business For Change | 5
  • 6.
    The Reality Project sizevs Failure Source: Gartner (June 2012) Preparing Your Business For Change | 6
  • 7.
  • 8.
    Implementation Challenges ERP implementationresearch “The single biggest failure point for ERP implementations is the need for change management” Neville Turbit, Project Perfect Panorama Consulting: 2013 Report Organisational Change and Process Management Preparing Your Business For Change | 8
  • 9.
    Implementation Challenges Process andOrganisation Change Adjustment Preparing Your Business For Change | 9
  • 10.
    Preparing your businessfor change Objective Overview of the importance of organisational change management when implementing business solutions Discussion of key OCM components to embed into your projects. How to get started on this journey Preparing Your Business For Change | 10
  • 11.
  • 12.
    The Myths ofChange Management Change Strategy and Execution MYTH: Resistance can be overcome Leadership MYTH: Leaders always “get it” Communications MYTH: To achieve change, you just have to communicate Training MYTH: „They Just Need More Training‟ Preparing Your Business For Change | 12
  • 13.
    The Change Journey IdentifyingImprovements Planning and Transitioning Operating and Integrating Managing and Improving STAKEHOLDER EXPECTATIONS STEADY STATE REALITY REALISATION DENIAL Preparing Your Business For Change | 13
  • 14.
    Change Aligning Change tothe Project Lifecycle Time Preparing Your Business For Change | 14
  • 15.
    Key Components ofChange Management Leadership Alignment Stakeholder Relationship Management Business Culture/ History Communication Training Preparing Your Business For Change Change Team Transition | 15
  • 16.
    Business Culture /History of Success Preparing Your Business For Change | 16
  • 17.
    Leadership Alignment Pre-positioning • • • • • Project Sponsor KeyExecutive Buy-In Leadership Roadshows Leadership Action Plans Leadership Contract Preparing Your Business For Change Implementation • • Steering Committee Business Ownership Consolidation • Solution Evangelist | 17
  • 18.
    Stakeholder Relationship Management Pre-positioning • • • IdentifyStakeholders Analyse Stakeholders Stakeholder Management Plan Preparing Your Business For Change Implementation • Proactive Engagement Consolidation • Engagement Process | 18
  • 19.
    Communications Pre-positioning • • • • • Business Case Articulate theVision Mandate for Change Why/Where/How WIIFM Preparing Your Business For Change Implementation • • • • • Constant Reinforcement Internal/External Formal/Informal Manage Expectations Too Much ? Consolidation • • • • Steering Committee User Groups Lessons Learned Future Vision/Plans | 19
  • 20.
    Training Pre-positioning • • TNA Training Strategy Preparing YourBusiness For Change Implementation • • Delivery Feedback Consolidation • • Maintenance Ongoing training reqs | 20
  • 21.
    Transition Pre-positioning • Transition/Support Strategy and Plan PreparingYour Business For Change Implementation • • • • Readiness Checklist Training/Support Expectation Setting Go live Readiness Assessment Consolidation • • • • • Stabilisation Period Help Channels Change Agents Comms/Expectation Setting On-going Business Engagement | 21
  • 22.
  • 23.
  • 24.
    Change Management CriticalSuccess Factors  Effective Change Management Leadership and Planning  Secure visible executive sponsorship early in the project  Create a transition strategy with achievable timeframes  Effective communications  Employee Involvement It’s a Journey….. Not a destination Preparing Your Business For Change | 24
  • 25.
    Getting started Preparing YourBusiness For Change | 25
  • 26.
    Fact It has beenidentified that the most significant correlation to benefits realised in an ERP implementation is the amount of spend on change management. In layman‟s terms, the more an organization spends supporting its people and their transition, the more it receives; the less it spends, the less it receives. It really is that simple. 2013 ERP Report: Panorama Consulting Preparing Your Business For Change | 26
  • 27.
    Thank you Email: james.page@intergen.co.nz Mobile: +64 21241 9563 Twitter: daxpage LinkedIn: james-page Email: mark.anderson@intergen.co.nz Mobile: +64 21 241 9421 LinkedIn: mark-anderson