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InEight Professional Services Approach to Project Success Mia Nicolaisen, VP Solutions Delivery, InEight Rick Deans, VP Enterprise Strategy, InEight
InEight Professional Services Approach to Project Success Mia Nicolaisen, VP Solutions Delivery, InEight
Rick Deans, VP Enterprise Strategy, InEight
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WELCOME!
Approach to Project Success
Mia Nicolaisen, VP Solutions Delivery
Rick Deans, VP Enterprise Strategy
ineight.com
InEight Professional Services
Support &
Optimization
Enterprise Strategy
Se
rvic
e
Sc
en
ari
os
Change Management &
Training
Solution Delivery
• Customer Support
• Optimization Strategy
Optimize
• Business Enablement
• Transition Management
Transform
• Business Process Design
• Solution Deployment
• Implementation Management
Realize
• Solution Positioning
• Assessment and Scoping
• Governance
Innovate
Continuous
Improvement
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InEight Professional Services
Project Success
Governance
Project Methodology
Team Empowerment
Managed
Transformation
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Implementation Best Practices
How do the tenets InEight’s professional services stack up
against the industry implementation best practice?
• Executive sponsorship
• Engaged project management
• Team strength
• Effective management of change
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Best Practice Statement Rankings*
Statement 1:
Executive management should support the ERP
project.
*
Source: ERP Software Implementation Best Practices, Frantz, Southerland and Johnson;
https://net.educause.edu/ir/library/pdf/eqm0246.pdf
4.9
0
1
2
3
4
5
Ranking
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Best Practice Statement Rankings* Statement 4:
A project manager should be assigned full-time
to the implementation.
*Source: ERP Software Implementation Best Practices, Frantz, Southerland and Johnson;
https://net.educause.edu/ir/library/pdf/eqm0246.pdf
4.64
0
1
2
3
4
5
Ranking
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Best Practice Statement Rankings*
Statement 3:
The project team composition should represent
all functional areas where the software will be
implemented.
*Source: ERP Software Implementation Best Practices, Frantz, Southerland and Johnson;
https://net.educause.edu/ir/library/pdf/eqm0246.pdf
4.73
0
1
2
3
4
5
Ranking
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Best Practice Statement Rankings*
Statement 2:
Executive management should be cognizant
about the company's ability to adapt to
organizational changes.
*Source: ERP Software Implementation Best Practices, Frantz, Southerland and Johnson;
https://net.educause.edu/ir/library/pdf/eqm0246.pdf
4.66
0
1
2
3
4
5
Ranking
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InEight Professional Services
Project Success
Governance
Project Methodology
Team Empowerment
Managed
Transformation
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Governance
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Governance
Quality
Deployment /
Cutover
Technology
Executive / Board Sponsorship
Steering Committee
Key Roles
Level 2: Leadership
Weekly Reviews
Level 1: Execution
Weekly/Daily Reviews Client
InEight
Legend:
Level 4:Vision Quarterly Reviews
Level 3: Guidance Monthly Update
OCM
Project Management Office
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Quality Assurance
Objectives Met?
Standards Followed?
Lessons Learned (CI)
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InEight Professional Services
Project Success
Governance
Project Methodology
Team Empowerment
Managed
Transformation
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Project Methodology Objectives
Defining Success
High Visibility
Controlled Costs
High Predictability
Low Risk
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Project Controls
Save time and money
and achieve predicted
results
Manage project risk,
avoid common mistakes
Align project objectives
with business objectives
EXECUTE
MONITOR
CONTROL
Roles & Responsibilities
Governance
Scope Management
Issues Management
Organizational Change
Management
Communication Matrix
Budget Management
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InEight Professional Services
Project Success
Governance
Project Methodology
Team Empowerment
Managed
Transformation
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Decision Making Model WHO? WHAT? ( TYPES OF DECISIONS )
• Alignment of business and project objectives
• Program funding and scope approval
• Corporate strategy and policy changes
• Approve “grid locked” decisions
Level 4
Executive Committee
• Budget, Schedule and Quality
• Project business case, budget and schedule signoff
• Escalation decisions for open items
Level 3 Project Directors
• Execute, monitor and control
• Quality review and deliverable sign-off
• Scope and issue management
Level 2 Project Management
• Solution and business requirements
• Identify and gather business requirements
• Adherence to best practice process standardizations
Level 1 Implementation Team / Functional Champions
20%
2%
8%
Decision-Making Empowerment at the Project Team Level
70%
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The Importance of Functional Champions
“Your team members should be able
to knowledgeably and authoritatively
address the key functional areas of
your company.” *
*Source: CFMA Building Profits: Software Implementation Best Practices. Lawrence C. True &
Kurn M. Koenig
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The Importance of Functional Champions
“Operations and accounting
personnel will have to work
together – a novel concept in
many companies.” *
*Source: CFMA Building Profits: Software Implementation Best Practices.
Lawrence C. True & Kurn M. Koenig
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InEight Professional Services
Project Success
Governance
Project Methodology
Team Empowerment
Managed
Transformation
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Business Transformation
Business Transformation is not an event;
rather it’s a process.
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Organizational Change Management (OCM)
“Over 53% of implementing
organizations assess their ability to
deal with change as fairly poor or
very poor.
In addition, 47% say communication
between management and
employees is poor.” *
*Source: http://www.zdnet.com/blog/projectfailures/erp-failure-new-research-and-statistics/8253
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Organizational Change Management
Alignment: Understand a common definition of the goals and expectations
– Leaders, project team, end users, external business partners
Impacts: Understand how the changes impact various groups (stakeholders)
Communication: Inform through various channels and provide feedback for
checks for understanding
Education: Enable through training, knowledge transfer
Effective Organizational Change Management is even more critical in out-of-the box
implementations, where people have fewer choices about what is being implemented.
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OCM Activities Activity Performance InEight Services
Leadership Support & Expectation Management
• Assess & manage • Templates and orientation • Facilitate of select sessions
Organizational Readiness • Conduct assessments & update action plans
• Templates and orientation • Coach assessments
Stakeholder Identification / Analysis
• Conduct analysis • Facilitate sessions • Coach on results
Impact Mapping and Transition Planning
• Provide knowledge • Map process impacts
• Drafts of impact maps • Facilitation of select sessions
Communications Activities • Develop specific plan
• Craft messages • All delivery
• Prepare & manage communications
plan • Assist in crafting communications
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Questions?
