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Finance Team Meeting b t 2 Update March 11 - 12. Doug Bennett. BCG Initiative. Background Completed Scope Remaining Effort for Original Project Opportunities Due to Masco Cabinetry Integration. Business Systems Architecture – As-Is. MS Access. JD Edwards. Friedman. Excel.

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Doug bennett

Finance Team Meeting

bt2 Update

March 11 - 12

Doug Bennett


Bcg initiative
BCG Initiative

  • Background

  • Completed Scope

  • Remaining Effort for Original Project

  • Opportunities Due to Masco Cabinetry Integration


Business systems architecture as is
Business Systems Architecture – As-Is

MS Access

JD Edwards

Friedman

Excel

Friedman

Q20E

M2OE

JD Edwards

MS Access

MS Excel

Data Warehouse

EZ- CAB

txnotes

Pre Order Management

EZPrint

Masco MBA

RightFax

Intelli-Quote

AOC

Friedman Istatus

Friedman-Parrish

Friedman

JD Edwards

Pro Engineer

Macro Express

Inventor

Excel

Excel

UNIX Shipping

Friedman

Concur

EPM

APC – Flex Automation

JD Edwards

Built To Track

Time & Attendance

MS Access

Masco-SRM

Excel

BTT

Minitab

Data Warehouse

Friedman

MS Access

Bar Code Scanning

Data Pak

Data Warehouse

MRP

Spreadsheet Server

MBIZ CAR

Works Active Pay

Mini MRP

XES

Excel

Friedman

At Road

Williams

Excel

Quick Book

Rform

SAM

Track-IT

JD Edwards

Friedman

AS/400 - Legacy

AS/400 - Legacy

AS/400 - Legacy

AS/400 - Legacy

AS/400 - Legacy

AS/400 - Legacy

AS/400 - Legacy

AS/400 - Legacy

AS/400 - Legacy

AS/400 - Legacy

AS/400 - Legacy

AS/400 - Legacy

FAS

Global

CAR

Dataware House

MS Access

Spreadsheet Server

Oracle Applications/Tech

Other Office Apps

Custom Developed App

Business Systems Architecture – To Be

“ We need a foundation on which we can grow our business ”

“ Our business model has evolved but systems have not caught up ”

Market to Prospect

Quote to Cash

20 / 20

Metreo

PlanIT Fusion

MapInfo

MBIZ

DocLink

Design to Release

Demand to Ship

Procure to Pay

AutoCAD

Auto EDMS

Yield Optimization

Forecast to Plan

Micro Main/MP2

Transportation / Logistics

Schedule to Install

Rfile

Finance / Human Resources

PeopleSoft

Hyperion

Legacy or Package

High Cost – High Risk!

High Value – Low Risk!


Building the business case
Building the Business Case

11

Executive

Interviews

150 Personnel

10 Workshops

  • Key Strategies

  • Quick To Market

  • Eye Of The Customer

  • Common Platform

  • Vertical Integration

  • Operational Efficiencies

Opportunity Validation

Meetings

  • 100+ Opportunities

  • Scope By Process Area touching 100% of the business

  • “Top 18” Identified

  • Nine Key Process Areas

  • Functionality verification

BUSINESS CASE

  • “Fact Finding”

  • Brainstorm Sessions

  • Additional Benefit areas not fully quantified

  • XXX

Benefits Analysis

Cost Validation Meetings

Identify Detailed

Costs

Costs

Analysis

Define Detailed

Cost Categories

  • Program Structure

  • Deployment Approach

  • Future Architecture

  • Cost Validation

  • Program Structure

  • Vendor Meetings for Hardware/ Software

  • Training Plans

  • Detailed Current IS Analysis

  • Capital Vs. Expense

  • Resources

  • Software/Hardware

  • Hosting vs. in-house

  • Training/Other Costs

A rigorous process was used to identify benefit opportunities and gain executive commitment

Payback: 6 Years


Project organization org chart core team
Project Organization Org Chart – Core Team

The approach to the Business Transformation supports an end-to-end process vision, and alignment to key threads of activities

Core team peak makeup:

BCG Business 28

BCG IS 38

Deloitte Onshore 35

Deloitte Offshore 32

Total 133

Process owners are empowered and accountable to the steering committee

Own the Design

Own the Deployment

Own the Results

  • Project thread leads provide the processes, approaches, tools and leading practices to confirm the key elements of a fully designed and implemented solution are in place

  • Collaboration

    • Work with all process leaders

    • Coordinate activities with other project thread leaders

  • Methods and Tools

    • Manage the EVD structure for tasks, deliverables

    • Accelerator tools

  • Subject Matter Expertise

    • Process best practices

    • Technology best practices

  • Manage Resources


Summary of quantified bt 2 opportunities
Summary of Quantified bt2 Opportunities

Supplier Quality

Scan to Pick

Strategic Sourcing

Organic Growth

– SG&A

S&OP

Price

Adj.

Lead

Time

H/W & S/W Decomm.

Sales

Force

Prod.

VMI & Consigned Inventory.

Customer Care

Eff. & Effective.

Trans. Mgt..

Material Mgt. Practices

Days

Sales

Out.

A/P

Consol.

WIFOE

Eff. &

Effect.

Deduction Mgt.

Pre-Order Mgt.

TOTAL

SOX

Compl.


Masco ERP Implementation Methodology /Approach

Deliver

Vision

Plan

Design

Build

CRP

Pilot

Rollout

Operate

BusinessCase

Value

  • The Value thread focuses on helping an organization identify and realize both the tangible and intangible benefits of an ERP initiated business transformation project. Its objective is to allow the true business value to be accurately evaluated.

  • The People, Change and Learning thread comprises an integrated series of activities that guide the impacted portions of an organization caused by changes experienced during a system implementation project.

  • The Process and Package thread integrates industry knowledge to help a business unit implement enhanced and new business processes. Its objective is to help the business unit make the transition from its current environment to an improved one by identifying, designing, and implementing process improvements.

  • The Business Intelligence (BI) Thread is responsible for organizing, tracking, developing and delivering information, processes and technology critical to business analysis and decision making. The goal of this thread is to ensure that the decision support solutions provide timely, dependable, logical and flexible reporting and analytics to an organization.

  • The Information Technology (IT) thread defines all the tasks and deliverables necessary to create the right technical environments to host the complete ERP software including all legacy interfaces and support processes.

  • The Security & Controls thread focuses on designing and implementing security and controls to ensure reliable financial reporting, operational efficiency and effectiveness, and compliance with laws and regulations.

  • The Tax thread focuses on the identification of tax requirements across the enterprise and the development of integrated tax solutions. The objective of this thread is to ensure the enterprise solution enables and supports strategic tax planning and positioning.

  • The Support thread focuses on achieving an optimal support solution for the client. Support models are evaluated closely to determine the best fit based on both immediate and longer-term support needs.

  • The Project Management thread provides the infrastructure and tools for planning, integrating and managing the project. The objective of this thread is to ensure that client expectations are met within the approved scope, budget and timeline. This also includes a Corporate Governance function described in an attached page.

People, Change& Learning

Processand Package

BusinessIntelligence

Information Technology

Securityand Controls

Tax

Support

ProjectManagement


Critical success factors
Critical Success Factors

  • Leadership commitment

  • Overcoming natural resistance to change

  • Investing the right people into the project

  • Business driven leadership with a clear definition of roles and responsibilities

  • Excellent project management

  • Empowered project team

  • Commitment to complete

  • Excellent communications


Bcg initiative1
BCG Initiative

Release 1

Release 2

Release 3

Release 4

  • April 2008 Launch

  • Corporate Offices

  • MASCO Chart of Account

  • Oracle Financials

  • Procurement / Payables

  • Fixed Assets

  • Technology Infrastructure

  • High Availability Solution

  • July 2008 Launch

  • Manufacturing Pilot Plant – Cedar Hill, TX

  • Quality Doors & Components Operations

  • Configurator / Order Entry

  • Discrete Manufacturing

  • Transportation Management

  • Accounts Receivable

  • Plant Procurement, Financials

  • Q1 2009 Launch

  • Duncanville, TX Cabinet Operations

  • MCS Branch Operations

  • Flow Manufacturing

  • Build To Truck, Scan To Truck

  • Sabrix Tax

  • Q3 2009 through Q2 2010 Planned Go Lives

  • Merillat and Quality Branches

  • Masco BCG Nomenclature

  • Configured Cabinets, Pre-Configuration

  • Kitchen At A Time (KAAT)

  • Internet Customer Order Entry

  • Completed

  • R1 – Finance Modules

  • Plants Online

  • Cedar Hill Components

  • Duncanville Components

  • Duncanville Assembly

  • Los Lunas Assembly

  • Culpeper Assembly

  • Mt Sterling Assembly

  • Locations

  • Branches

  • Orlando

  • Myrtle Beach

  • Phoenix

  • Denver

  • Houston

  • Dallas

  • Albuquerque

  • Raleigh (Mar)

  • Charlotte (Mar)

  • Atlanta (May)

  • Customer Care

  • Duncanville

  • Adrian


Bt 2 status
bt2Status

  • Finance

    • Critical issues resolved

    • Performance issues and cost rolls outstanding

  • Mt Sterling

    • Mill startup

    • ASCP Timing

  • Branches

    • On track. 3 Remain

  • Future Releases

    • Component plant solution is in unit testing – schedule linked to QBAC decisions. – likely Q1 2011

    • QBAC design and major development is complete

    • proCAB Merillat development complete – will start pilot 3/18

    • IntelliQuote in UAT. Still closing gaps with Lot Management changes. Pilot will begin late March / early April


Budget status
Budget Status

Forecast has decreased $116K due to accelerated roll-offs of some consultants. Final decisions on component

plant schedules will affect overall forecast. The impact of Masco Cabinetry integration is not forecast within

this view.


Impact of business structure changes
Impact of Business Structure Changes

  • Remaining Scope of bt2 Funding

    • QBAC

    • Component Plants

    • IntelliQuote

    • proCAB

    • iExpense

    • Countertops (needs definition)

    • Integrate Masterpiece (needs definition)

  • Additional Scope to Fund and Manage

    • Leverage existing PMO structure

    • Potential Upgrade Evaluation

    • Financial Integration

      • Finance Integration of GL, FA, Controls, Expense Purchasing

      • Initial Business Intelligence Launch – Financials

      • Oracle SOD Tool Implementation

    • Gap Analysis for Operations

    • Customer Facing Strategy Participation (will determine Countertops and Masterpiece definition)

  • Staffing

    • Further Strengthen PMO

    • Augment Finance Team with Consultants

    • Recruit Finance Business Users

      • May not be full time

    • Form Team for Operations Gap Analysis (Mar-May)

      • Internal

      • External Consultants

    • Maintain small DTS footprint for QBAC component plant launches

    • Return to business after Mt Sterling: OTM, DTR

    • OTC Rolls off after IntelliQuote and Branch completion


Impact of business structure changes1
Impact of Business Structure Changes

  • Execute Seamless Business Integration

    • Finance Integration

      • GL – look to integrate at sub ledger level into Oracle

      • FA – duplicate MBCG connections to MASCO FAS

      • Purchasing – Implement for Fixed Assets system wide, and for expense item purchases with a footprint TBD

      • Implement iExpense – leverage hierarchy for approvals

    • Business Intelligence Integration

      • BI for Financials

      • Map data sources into BI from RCG – 3 options

    • Supply Chain Integration Plan

      • Evaluate potential for supply chain tools across platforms

        • ASCP

        • Demantra

        • OTM

  • Reinvent the Category

    • Reengineer Masco Cabinetry NPI flow from APC2 to Catalogue Creation

    • Complete evaluation of processes and high level design of future end state with cost estimate to realize vision

  • Accelerate Dealer Channel Growth

    • Support customer focused solutions efforts and translate into design alternatives

    • Support Sales Force Automation GDP

Scope changes will support Masco Cabinetry Leadership Agenda Items. Will begin efforts immediately – cost range of $2-4 million.


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