ENTERPRISE SYSTEMS

                               Shauna Cox
                              May 31, 2012




Presented to DePaul University Enterprise Systems Class
Introduction
• 20+ years Information Technology
   –   Strategic Planning
   –   Project Management
   –   Information Security
   –   Application Development
   –   Infrastructure Management
• Director, Information Technology Services (4 years)
Agenda
•   Chicago Housing Authority / ITS Dept.
•   Major Enterprise Applications
•   Use of ERP System(s)
•   Enterprise-Wide System Implementations
•   Future Plans
•   Questions
Chicago Housing Authority
• Largest Owner of Rental Housing
  in Chicago
• 3rd Largest Housing Authority in
  U.S.
• Serves over 50,000 families &
  individuals
   – 20,000+ Public Housing Units
   – @ 37,000 Housing Choice Voucher
     families
• Plan for Transformation
Information Technology Services
• Department Functions include:
   –   Application Development
   –   System Administration
   –   Helpdesk
   –   Network Infrastructure Management
   –   Project Management
• Comprised of: @ 45 Employees
• Serves: 2000+ Users
• Supports: Approximately 75 Sites
Major (Core) Applications
   • Asset (Property) Management

   • ERP System

   • Document Management


   • Construction Management
Major (Core) Applications

  • Electronic Collaboration


  • CRM System


  • Data Warehouse
System Interaction
                                                                    CHA
                                                              Electronic Collaboration




                                           Asset Management                              Document
                                                                                         Management System



                                           ERP System
                                           -   HR                          Data
                                           -   Procurement               Warehouse
                                           -   Finance

Source: http://www.tech-faq.com/erp.html
                                           CRM



                                             Construction
                                             Management
ERP System
• Project Justification
     – Integrated solution
     – Eliminate silo systems
     – Automate manual processes
• Phased Approach (2 phases)
     – Human Resources Module (2005)
     – Finance & Procurement Modules (2006)
•   Length of project: 2 years
•   Cost: $7 million
•   Co-sourced
•   3 major upgrades since initial
    implementation
Benefits
• Streamlined processes
• Comprehensive source of
  record for information
• Better control and
  management of data
• Supports defined roles
Challenges
Discussion Basis: Course Reading / Article

•   ERP Mistake #3: Not understanding or using key features.

•   ERP Mistake #4: Underestimating the time and resources required.

•   ERP Mistake #5: Not having the right people on the team from the start.

•   ERP Mistake #7: Not investing in (continuous) training and change
    management.

•   ERP Mistake #10: Not decommissioning legacy applications.




Source: http://www.cio.com/article/print/702989
Enterprise-Wide System
          Implementations
• CRM
• Electronic
  Collaboration
CRM
• Project Summary
   – Deployed SaaS solution to provide an integrated system
     which tracks client information, facilitates case
     management & supports funds management.
• Primary Stakeholders
   – Resident Services
   – Housing Choice Voucher Call Center
   – Grants Management
• Cost: $1.3 m.
• Project Duration: 10 months
CRM Goals
•   Provide an integrated enterprise client tracking
    solution which serves the following purposes:

     – Client tracking & case management for Resident
       Services programs
     – Contract management of service providers
     – HCV Call Center System for clients & landlords
     – Ability to track contacts, fundraising prospects
       & grants information for Corporate Relations &
       Grants Management

•   Leverage existing system platform

•   Implement a system that is scalable and easy to use
    & maintain

•   Provide effective reporting & trending capability
CRM

           Victories



• Project completed /
  implemented                      Challenges
• Stakeholder satisfaction

                               • Requirements gathering /
                                 documentation
                               • Scope & Role clarity
                               • Integration
Electronic Collaboration
• Project Summary
    – Launch / re-launch enterprise-wide intranet /
      portal and selected extranet-based sites to serve as
      a platform for:
        • Communication
        • Workflows
        • Electronic collaboration
        • Document management
• Executive Sponsor
    – Communications
• Budget: Up to $750 K
• Expected Project Duration: 1 year
Project Goals
• Implement a cohesive, integrated suite
  of tools and services that help facilitate
  internal & external communication
• Enhance / establish company-wide
  intranet for use by divisions /
  departments
• Reduce paper handling
• Enhance enterprise governance for
  portal management
Electronic Collaboration

                Victories


                                 Challenges
• One initiative implemented
• Stay tuned…
                               • Requirements gathering /
                                 documentation
                               • Managing perception &
                                 user adoption
Lessons Learned
    • Clear Requirements
    • Role Clarity &
      Accountability
    • Incremental Approach
      Success
    • Change Management
    • Senior Level Support &
      Active Advocacy
Future Plans

• Strategic Planning
• Optimization of Existing Systems
• Enhanced Integration / Consolidation
• Complete Current Initiatives (i.e.,
  Electronic Collaboration)
• Embark on New Initiatives (e.g., New
  ECM System)
QUESTIONS?

Enterprise Systems - Real World Perspective

  • 1.
    ENTERPRISE SYSTEMS Shauna Cox May 31, 2012 Presented to DePaul University Enterprise Systems Class
  • 2.
    Introduction • 20+ yearsInformation Technology – Strategic Planning – Project Management – Information Security – Application Development – Infrastructure Management • Director, Information Technology Services (4 years)
  • 3.
    Agenda • Chicago Housing Authority / ITS Dept. • Major Enterprise Applications • Use of ERP System(s) • Enterprise-Wide System Implementations • Future Plans • Questions
  • 4.
    Chicago Housing Authority •Largest Owner of Rental Housing in Chicago • 3rd Largest Housing Authority in U.S. • Serves over 50,000 families & individuals – 20,000+ Public Housing Units – @ 37,000 Housing Choice Voucher families • Plan for Transformation
  • 5.
    Information Technology Services •Department Functions include: – Application Development – System Administration – Helpdesk – Network Infrastructure Management – Project Management • Comprised of: @ 45 Employees • Serves: 2000+ Users • Supports: Approximately 75 Sites
  • 6.
    Major (Core) Applications • Asset (Property) Management • ERP System • Document Management • Construction Management
  • 7.
    Major (Core) Applications • Electronic Collaboration • CRM System • Data Warehouse
  • 8.
    System Interaction CHA Electronic Collaboration Asset Management Document Management System ERP System - HR Data - Procurement Warehouse - Finance Source: http://www.tech-faq.com/erp.html CRM Construction Management
  • 9.
    ERP System • ProjectJustification – Integrated solution – Eliminate silo systems – Automate manual processes • Phased Approach (2 phases) – Human Resources Module (2005) – Finance & Procurement Modules (2006) • Length of project: 2 years • Cost: $7 million • Co-sourced • 3 major upgrades since initial implementation
  • 10.
    Benefits • Streamlined processes •Comprehensive source of record for information • Better control and management of data • Supports defined roles
  • 11.
    Challenges Discussion Basis: CourseReading / Article • ERP Mistake #3: Not understanding or using key features. • ERP Mistake #4: Underestimating the time and resources required. • ERP Mistake #5: Not having the right people on the team from the start. • ERP Mistake #7: Not investing in (continuous) training and change management. • ERP Mistake #10: Not decommissioning legacy applications. Source: http://www.cio.com/article/print/702989
  • 12.
    Enterprise-Wide System Implementations • CRM • Electronic Collaboration
  • 13.
    CRM • Project Summary – Deployed SaaS solution to provide an integrated system which tracks client information, facilitates case management & supports funds management. • Primary Stakeholders – Resident Services – Housing Choice Voucher Call Center – Grants Management • Cost: $1.3 m. • Project Duration: 10 months
  • 14.
    CRM Goals • Provide an integrated enterprise client tracking solution which serves the following purposes: – Client tracking & case management for Resident Services programs – Contract management of service providers – HCV Call Center System for clients & landlords – Ability to track contacts, fundraising prospects & grants information for Corporate Relations & Grants Management • Leverage existing system platform • Implement a system that is scalable and easy to use & maintain • Provide effective reporting & trending capability
  • 15.
    CRM Victories • Project completed / implemented Challenges • Stakeholder satisfaction • Requirements gathering / documentation • Scope & Role clarity • Integration
  • 16.
    Electronic Collaboration • ProjectSummary – Launch / re-launch enterprise-wide intranet / portal and selected extranet-based sites to serve as a platform for: • Communication • Workflows • Electronic collaboration • Document management • Executive Sponsor – Communications • Budget: Up to $750 K • Expected Project Duration: 1 year
  • 17.
    Project Goals • Implementa cohesive, integrated suite of tools and services that help facilitate internal & external communication • Enhance / establish company-wide intranet for use by divisions / departments • Reduce paper handling • Enhance enterprise governance for portal management
  • 18.
    Electronic Collaboration Victories Challenges • One initiative implemented • Stay tuned… • Requirements gathering / documentation • Managing perception & user adoption
  • 19.
    Lessons Learned • Clear Requirements • Role Clarity & Accountability • Incremental Approach Success • Change Management • Senior Level Support & Active Advocacy
  • 20.
    Future Plans • StrategicPlanning • Optimization of Existing Systems • Enhanced Integration / Consolidation • Complete Current Initiatives (i.e., Electronic Collaboration) • Embark on New Initiatives (e.g., New ECM System)
  • 21.