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What is Change Management?
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What is Change Management?
Change Management & Technology Implementation
Linda Willis, CPA
Tax & License Manager
Arlene Chemello, CPA
IT Manager, Projects
GFOAZ Winter ConferencePrescott, AZ
February 16, 2012
Agenda What is Change Management?
Why is Change Management Important?
Change Management Tools
TALIS Project
Challenges
Successes
Lessons Learned
What is Change Management?
“It must be considered that there is nothing more difficult to carry out nor more doubtful of success nor more dangerous to handle
than to initiate a new order of things.”
– Niccolo Machiavelli
What is Change Management?
True or False?
A Great Solution + Effective Project Management
= Project Success
False
What is Change Management?
What is Change Management?
“Those who believe they can do something and those who believe they can't are both right.”
–Henry Ford
What is Change Management?
Active, Visible Leadership Buy-in
Communicate
Training
Why is Change Management Important?
Change Management Tools
CM Tools: Project Charter
People Business Processes Technology/Systems
CM Tools: Communication Plan
CM Tools: Business Process Documentation
“The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency.”
– Bill Gates
CM Tools: Business Process Documentation
CM Tools: Training Plan
TALIS Project
Background
Vision
Vendor
Challenges
Challenges: Changes
Priorities
Key Decisions
Scope Creep
Challenges: Scope Creep
Challenges: Scope Creep
Challenges: Scope Creep
Challenges: Scope Creep
Council adopted Fire Inspection Fees
Steering Committee directed for new fees to be tracked in Tax Mantra
Business vs Building Oriented
ChallengesTeam Member Issues
Limited resources No implementation experience Potential for “revolt”
Data Migration
Accounting (journal entries)
Reports
E-Tax
Successes
Successes Cohesive Team Pre Go – Live
Consolidated/Re-designed forms Tax Returns
Training Check21/Scanning Post Go-Live
Support Quality control
Lessons Learned
Impact of external forces
Go-Live date selection
Ticklers
Final Thoughts…
Keep Sponsors involved
Partner with IT Department
Project team room
Define escalation process
Simple Change Management Techniques
Project moved to Production support
Conduct Project Retrospective
Conclusion
Contact Information
Linda Willis, CPA
Tax & License Manager
(623) 930-2216
Arlene Chemello, CPA
IT Manager, Projects
(623) 930-2908
