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What is Change Management ?

What is Change Management ?. Change Management & Technology Implementation. Linda Willis, CPA Tax & License Manager. Arlene Chemello, CPA IT Manager, Projects. GFOAZ Winter Conference Prescott, AZ February 16, 2012. Agenda. What is Change Management? Why is Change Management Important?

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What is Change Management ?

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  1. What is Change Management?

  2. Change Management & Technology Implementation Linda Willis, CPA Tax & License Manager Arlene Chemello, CPA IT Manager, Projects GFOAZ Winter ConferencePrescott, AZFebruary 16, 2012

  3. Agenda • What is Change Management? • Why is Change Management Important? • Change Management Tools • TALIS Project • Challenges • Successes • Lessons Learned

  4. 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

  5. What is Change Management? • True or False? • A Great Solution + Effective Project Management • = Project Success False

  6. What is Change Management?

  7. What is Change Management? “Those who believe they can do something and those who believe they can't are both right.” –Henry Ford

  8. What is Change Management? • Active, Visible Leadership Buy-in • Communicate • Training

  9. Why is Change Management Important?

  10. Change Management Tools

  11. CM Tools: Project Charter • People • Business Processes • Technology/Systems

  12. CM Tools: Communication Plan

  13. 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

  14. CM Tools: Business Process Documentation

  15. CM Tools: Training Plan

  16. TALIS Project • Background • Vision • Vendor

  17. Challenges

  18. Challenges: Changes • Priorities • Key Decisions • Scope Creep

  19. Challenges: Scope Creep

  20. Challenges: Scope Creep

  21. Challenges: Scope Creep

  22. Challenges: Scope Creep • Council adopted Fire Inspection Fees • Steering Committee directed for new fees to be tracked in Tax Mantra • Business vs Building Oriented

  23. Challenges • Team Member Issues • Limited resources • No implementation experience • Potential for “revolt” • Data Migration • Accounting (journal entries) • Reports • E-Tax

  24. Successes

  25. Successes • Cohesive Team • Pre Go – Live • Consolidated/Re-designed forms • Tax Returns • Training • Check21/Scanning • Post Go-Live • Support • Quality control

  26. Lessons Learned • Impact of external forces • Go-Live date selection • Ticklers

  27. 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

  28. Conclusion

  29. Contact Information Arlene Chemello, CPA IT Manager, Projects achemello@glendaleaz.com (623) 930-2908 Linda Willis, CPA Tax & License Manager lwillis@glendaleaz.com (623) 930-2216

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