Directing the ERP Implementation: A Best Practice Guide to Avoiding Program Failure Traps While Tuning System Performance

PLANNING AND PREPARING FOR ENTERPRISE RESOURCE PLANNING SUCCESS Creating a Project Plan Planning Roadmap of Deliverables High-Level Acceptance Criteria (Accept1) End-Point System Expected Results (ToBeResult2) Rules of Engagement (RulesOfEngage3) Risk Management Plan (RiskMgmt4) Quality Assurance Plan (QA5) Requirements Management Plan (RqmtsMgmt6) Configuration Management Plan (CM7) Training Plan (TrainingPln8) Collaboration Coordination Plan (CollabCoord9) Project Health Reporting Plan (ProjHealth10) User/System Documentation Plan (UserDoc11) Knowledge Transfer Plan (KT12) Communication Plan (Comm13) Plan for Reviews (Toll Gates) and Walkthroughs (TollGate14) Contractor Agreement Management Plan (CAM15) Test Strategy (Testing16) Business Information Assurance Plans (BIA17) Information Systems Continuity Plan Fault-Tolerant Plan Software Implementation Strategy (SWImple18) SoW-Managing Expectations through Project Life Cycle Managing Change Risk Management Risk Management Strategy Sample Risk Management Log, Mitigation Plan, Contingency Plan, and Risk Action Plan Requirements Generation Requirements Source Requirements Generation Life Cycle Attributes of Requirements Process Engineering Traceability Matrix Requirements Documentation A Final Comment about Requirements Generation Senior Leadership Collaboration Workshop Rules of Engagement Project Rules of Engagement High-Level Review of Requirements Visionary Functionality Projected Future Variance Cost-of-Change Analysis Triggers, Drill-Downs, and Simulations/Projections Align Requirements Traceability to Committed Expected Results and Assign Accountability and Timetable for Achieving Results Agree upon Measurement Scorecard SECTION I WRAP-UP SECTION II FOUNDATIONAL PRINCIPLES, TOOLS, AND STANDARDS The Information Workmanship Standard Definition of an IWS Criteria for an IWS Performance Measurements for Transactions, Documents, and Files Job Functions Require an IWS Documents Return-to-Vendor Credit Document RTV Credit Document Certification Data Accuracy End-to-End Process Performance Goals and Objectives Performance Accountability Managing Performance Expectations Certification Systems Champions Conclusion The Conference Room Pilot Definition of a CRP Test Data Elements and Their Relationships Educate and Train Users Validate Policies Test User Operating Procedures Test Issue Resolutions Alternative 1 Danger: Change the Current Operating System Alternative 2 Danger: Change the Proposed System Alternative 3 Danger: Defer Capability to a Later Implementation Phase Try Something New Out for the First Time Structuring the CRP Deliverables Resulting from an Effective CRP Statements of Issue Resolution Functional Specification Input Document Validation of Policies and Procedures Software Application Certification Enhancement Shakedown Training prior to Cutover General Points of Awareness Conclusion Education, Training, and Implementation Framework Structuring an Education and Training Program Perspective Commitment Setting Goals Achieving Quality Education Planning for New ERP System Education The Field The What How Timing Location Achieving Overall Program Efficiency The Education Coordinator Selecting Instructors Preparing Instructors Preparing Students Debriefing and Student Evaluation Course Preparation Instructional Methods Lecture Demonstration Discussions Independent Study Lesson Ongoing Education Implementation Framework Overview Project Planning and Control Project Budget Education Plan Implementation Audits Implementation Success Factors Implementation Plan SECTION II WRAP-UP SECTION III PROJECT MONITORING AND DEPLOYMENT Project Management Visionary Innovative Flexible Ingenuity Agile Exceptional Throughput Nimble Project Framework Project Plan Documenting AS IS Project Schedule Process Performance Management Definition of Process Performance Management Criteria for PPM Job Functions Require a PPM Data Accountability Data Accuracy Best Process Characteristics Performance Goals and Objectives Performance Measurements for Optimal "In-the-Trenches" Results Performance Accountability Managing Performance Expectations Process Performance Measurement Retooling Information Resource Management Organizational Perspective Parochial Performance Objectives A Better Perspective-Value Streaming Activities That Do Not Add Value and Lengthen the Process Time Activities That Do Not Add Value but Perform Control Reviews Activities That Add Value and Are Essential to Ensure Timely Customer Fulfillment Refining, Streamlining, and Reducing Cycle Time Refinement Streamlining Reduced Cycle Time The "Vision" of the Business Process Dreaming a Bit Bringing Down the Job Description Walls How Can a Radical Visionary Begin the Process? Piloting Change Hierarchical Structures Productivity Incentive Performance Measurements Future Orientation Lack of Leadership Waste Management Intellectual Energy Conservation Agility Deployment Developing Action Plans That Deliver Effective and Orderly Change Prioritizing Attributes of Effective Action Plans Ownership Flexibility Simplicity Service Responsiveness Cost Emerging Natural Work Teams Natural Work Teams Consultive Review of Process (Independent Observation) Consultation with Natural Work Team Downstream Nested Internal Customer Daily Consultation with Internal Customer Users Debrief with Functional Systems Champion Process-Based Performance Measurements Process-Based Performance Management Performance-Based Compensation Committing to the Journey Snags, Traps, and Black Holes Software Strategic Concerns Modifications Interfaces and Integrations Customizations Hardware Business Interruption Backup and Recovery Storage History Retention Database Database Sizing and Space Allocation Performance Benchmarking and Tuning Business Process The Big Package Deal Lack of Ownership Cross-Functional, Matrix Management, and Stalls Managing Third-Party Relations and SoW Portfolio Management Project Management ERP Performance Management Timely Decision Management Data Accuracy Resource Commitment Breaches ERP for the First Time Miscellaneous CSFs while Approaching GO LIVE Stabilization System Tuning ROI Tracking Conclusion Appendix of Terms Term Definition SECTION III WRAP-UP Appendix A (Chapter 1) Communication Plan Communication Strategy Purpose Objectives Format Communication Principles Sample Risk Management Log, Mitigation Strategy, and Contingency Plan Sample Risk Action Plan Appendix B (Chapter 4) Sample Job Function Information Workmanship Standard Receiving Associate Background Information Workmanship Standard Receiving Memo Material Transfer (Dock-to-Stock) RTV Shipping Document (RTV Credit) Receipts-in-Process Locator General Accuracy Guideline Departmental Certification Recertification Sample Department IWS Material Management Department Background Information Workmanship Standard Certification Sample IWS Written Exam Appendix C (Chapter 5) Sample Education and Training Matrices Organizational Function versus Business Process Matrix Individual by Transaction/Feature Matrix Transaction/Feature by Session Matrix Example of a Conference Room Pilot Overview Session Deliverables CBS Conference Room Pilot Guidelines CBS CRP Scenarios Appendix D (Chapter 6) Education Matrix Forms Organizational Function versus Business Process Matrix Procedures Training and Education Planning Matrices Developing Objectives and System Measures Cutover Checklist for a Formal ERP System Start-Up Final Checklist ERP Implementation Guide Introduction Overview of a Successful ERP Project General Considerations for Systems Design Maximize the Benefits from Using the Checklist Module Checklist Item and Product Structure Inventory Forms Purchasing Sales Order Entry Master Scheduling Work Orders Work Center/Router Material Requirements Planning Cost Accounting Outside Processing Purchase Requisition Vendor Supplied Material Tooling Control Product Change/New Product Example of a Module Checklist "Blank" Module Checklist Form Sample Questions Asked When Reviewing Operational Documents for Procedural Impact Questions for Review When Formalizing a Cost Accounting System Appendix E (Chapter 7) Project Core Team Members' Roles and Responsibility Matrix (RACI) Sample High-Level Project Schedule Sample Requirements Tracking Completed by Phase Completed by Team Sample Integrated Data Environment Report Diagram Sample Data Mapping Form Sample Milestone Progress Report Appendix F (Chapter 9) Overarching Goal of Project Success Index