Focused. On you.

Successful Projects Start with Strong Project Management

July 19, 2017

Today’s Agenda

Welcome & Introduction

Project Organization

Potential Challenges

Project Phases

Master Schedule Management

Action Item Management

Q & A

Project Organization

• Steering Committee

• Project Managers

• Solution Architects

• Core Team Members

• End Users

Participants

ClientCFO

RKL President

Joe Noll

RKL VP

Tom Tobias

ClientCIO

Project Organization

4

CORE TEAM

RKL:Customer:

RKL PROJECT MANAGER

ClientPROJECT MANAGER

PROJECT STEERING COMMITTEE

Accounting & Finance,

Distribution (Sales & Purchasing Cycles)

Manufacturing/Subcontracting

Technical

Controller

Warehouse Manager, Client Sat

VP Of Operations

IT Director

Potential Challenges

1. Resistance to change -- Don’t recreate the legacy system in your software. Think “outside the box”.

2. Patience -- How do you eat an elephant? One bite at a time!

3. Communication -- Vital to buy in!

4. Speed -- Focus, good analytical and decision-making skills will help meet the pace.

5. Time commitment and consistent resource availability -- You get out only as much as you put into it.

Concerns & Constraints

Project Phases

1. Project Planning

2. System Design

3. Configuration

4. CRP Testing

5. Training & Dry Run Production

6. Go Live

Project Phases

6

Project PlanningSystem

DesignConfiguration

CRP

Testing

Training &

Dry Run

Production

Go Live

Project Phases

Key Activities – Project Planning

Confirm Project Organization & Steering Committee

Prepare/Schedule Project Workspaces

Kick-Off Project

Procure Hardware/Install Software

Confirm High Level Milestone Schedule

Schedule Business Scoping Workshops

Obtain Approval: Project Management Plan

System

Setup/User

Training

Key Activities – System Design

Business Scoping

• Accounting, Distribution, Manufacturing

Business & Design Requirements –

• Master Data Files, Mapping, and Conversion

• System configuration, logic & transactions

• Inbound/outbound interfaces & data entry & reports

• Security access

Document Risks & Develop Mitigation Plan

Confirm Detail Project Schedule: “Configuration to Go Live

Obtain Approval: System Design, Risk Plan, Schedule

Project PlanningSystem

DesignConfiguration

CRP

Testing

Training &

Dry Run

Production

Go Live

Project Phases

Key Activities - Configuration

Provide Core Team Training

Load Master Data in Test Database

Configure System

Develop Forms & Reports

Develop Inbound/Outbound Interfaces

Unit Test System Components

Create End-to-end Test Scripts

Obtain Approval: End-to-End Test Scripts

Project PlanningSystem

DesignConfiguration

CRP

Testing

Training &

Dry Run

Production

Go Live

Project Phases

End-to-End System Testing: “CRP 1 / CRP 2”

Resolve Issues

Prepare End User Training Documentation

Project PlanningSystem

DesignConfiguration

CRP

Testing

Training &

Dry Run

Production

Go Live

Project Phases

Key Activities - Testing

Key Activities – Training & Go Live Planning

Train End Users

End-to-End System Testing – “Dry Run Production”

Resolve Minor Issues

Develop Standard Operating Procedures

Develop Contingency Plans & Support Protocol

Develop Detail Cut-Over Schedule

Obtain Approval to ‘Go Live’

Project PlanningSystem

Design

ConfigurationCRP

Testing

Training &

Go Live

Planning

Go Live

Project Phases

Key Activities – Go Live

Convert Go-Live Data

Go-Live

Implement Support Plan

Analyze Implementation Results

Identify Lessons Learned

Identify Future Needs

Plan Phase II

Project PlanningSystem

DesignConfiguration

CRP

Testing

Training &

Dry Run

Production

Go Live

Project Phases

Project Planning

System Design

Configuration

Testing

Training

Go Live

Optimization

Generic Milestone Schedule

13

Focused. On you.

Master Project Schedule Management

Master Project Schedule Management

• “SmartSheet” web-based tool is used by RKL

– Supports task tracking by responsible person and date in Gantt chart format

– Supports file sharing in secure hosted web environment

• Weekly action item status updates, as provided by core team members to ‘Customer’ and RKL project managers, will be used to update the master project schedule

• Master project schedule status will be reviewed with the Steering Committee on a monthly basis, at a minimum, unless a significant schedule change is identified or expected.

Master Project Schedule Management – “SmartSheet”

16

Action Item Management

• RKL Project Manager

– Coordinates action item status updates for open RKL core team tasks

• ‘Customer’ Project Manager –

– Coordinates action item status updates for open ‘Customer’ core team tasks

• Key Data Proposed

– See next slide

Action Log – “SmartSheet”

18

Closing Remarks & Questions

THANK YOU!

Contact RKL eSolutions for additional information or for a copy of our ‘8 Pitfalls of ERP Project Failure’ eBook.

VP of Sage X3 VP of SalesTTobias@rklesolutions.com WGoodfield@rklesolutions.com