Success Factors for Maximizing Celonis Implementations
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The document discusses success factors for customers of Celonis, a software company. It identifies three main success factors - strategy, organization, and execution. Within each factor, it lists specific elements that contribute to customer success, such as having a clear strategic vision, organizational structure, and change management plan. It also provides a framework for customers to score themselves on the success factors, identify actions to improve weak areas, and ensure execution and learning from their Celonis implementation.
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Success Factors for Maximizing Celonis Implementations
- 1. Success Factors for Celonis Alessandro Petri Senior Customer Success Manager Celonis
- 2. Agenda 1 Framing the picture • Houston! (we used to have a problem) • Finding the success factors 2 Success Factor focus • Strategy • Organization • Execution 4 Q&A 3 Using the Success Factors • Score • Determine Actions • Ensure Execution • Learn
- 3. Framing the picture - Houston! Requirements & Scoping Infrastructure & Data Integration Process Connection & Analyses Setup User enablement Validation & Handover Implementation and Onboarding phase... ...and then? • We are a software vendor (but our technology is inherently transformative) • Our goal at Celonis: create value for our customers, therefore… • …we must support our customers for better value generation on the mid-long term How do we do this?
- 4. Framing the picture – Finding the Success Factors Real-world observation and feedback (what makes our most successful customers so successful?) Academic literature (esp. management studies) Execution Organization Strategy
- 5. Success Factor focus: Organization Strategic Fit ExecutionOrganizationStrategy Fitwithstrategic initiative Does Celonis fit with an existing strategic initiative? (e.g. Digital Transformation program)? StrategicVisionfor Celonis Is there a clear strategic vision for Celonis? Is it known by the right Stakeholders? Sponsorship ActiveBoard/C-Level commitment Is there active commitment by top level (Board or C-Level) management? Budget Does the customer have enough budget allocated to Celonis for License + IT + Resources?
- 6. Success Factor focus: Organization Organizational Fit ExecutionOrganizationStrategy Organizational Structure Is there an organizational structure in place to properly support Celonis and related initiatives? Are roles and responsibilities defined & assigned? Celonis Ownership Is there someone in the customer's organization who is appointed with clear responsibility and decision making on everything Celonis-related? Business Stakeholders involvement Is business leadership involved ad mid and high levels (e.g. GPOs, Team leads, …)? Resources Capacity Are enough FTEs allocated? Skills Are resources well-skilled? Culture Mindset How open to change and to continuous improvement are employees within your organization? Motivation Are people motivated and actively collaborating on the initiative? Champions Do you have people in the organization who are enthusiastic opinion leaders on Celonis and actively promote it?
- 7. Success Factor focus: Organization Planning & Management ExecutionOrganizationStrategy Change Management Is there a change management plan? Are there change agents? Are concerns addressed properly? Is resistance to change well managed? Project/Program Management Are there clear goals, a clear scope and a sound plan with well-defined milestones? Value Creation Generating Findings Can your users find use-case and determine improvement potential? Executingon Findings Is action taken over findings? Are improvements initiatives actually implemented? Technology IT Infrastructure Is the IT infrastructure in place, correctly sized and accessible? Are performance adequate for users? Dataquality& Availability Is data readily available with the right quality? Maintenance &Support Is application owned on a technical level, maintained and supported? Communicating Success Is value documented and shown to the right stakeholders?
- 8. Framing the picture – Using the Success Factors Ready for the next round! Determine actions to improve what’s bad Learn, share and improveScore yourself on success factors 1 Backlog of prioritized improvement actions Ensure execution 2 3 4 Success Factors Scoreboard Kanban board For execution Validated Learning
- 9. Q&A
- 10. Thank you for participating!
- 11. Thank you!
Editor's Notes
- Explain and walk through
- Explain and walk through
- Explain and walk through
- Just walk through steps 1-4 Underline this is iterative loosely based on SCRUM We didn’t invent anything, we just took what works well already in other fields (e.g. development)
- Just walk through steps 1-4 Underline this is iterative loosely based on SCRUM We didn’t invent anything, we just took what works well already in other fields (e.g. development)