1 / 15

VOX ISM IMPLEMENTATION KICK-OFF MEETING

VOX ISM IMPLEMENTATION KICK-OFF MEETING. MEETING OBJECTIVES. Ensure we have a common understanding of the project. Ensure we understand the implementation process. Discuss Roles and Responsibilities. Define the Scope of the project. Ensure we understand the next steps. AGENDA.

pello
Download Presentation

VOX ISM IMPLEMENTATION KICK-OFF MEETING

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. VOX ISM IMPLEMENTATION KICK-OFF MEETING

  2. MEETING OBJECTIVES • Ensure we have a common understanding of the project. • Ensure we understand the implementation process. • Discuss Roles and Responsibilities. • Define the Scope of the project. • Ensure we understand the next steps.

  3. AGENDA • Introductions • Why VOX ISM? • VOX ISM Implementation Methodology • Project Initiation • The Typical Training/Consulting Day • What’s Next

  4. INTRODUCING VOX ISM • Worldwide CRM Marketing Partner of the Year - 2007 • Worldwide CRM Partner of the Year- 2006 • New Partner of the Year Global – 2005 • Regional Representation • References

  5. Your VOX ISM TEAM Ed Michitsch Customer Implementations Blair Nixon CFO Tito Hafez Project Manager Michael Opait CRM Consultant Evelyn Hill Financial Consultant Dainius Saudys NAV Developer Your VOX ISM implementation Team Daniel Rotenburg Technical - Infrastructure Rob Wilson Technical - Data Mark Dalyrmple Technical – Reports Mike Fontaine Materials Consultant

  6. WHY VOX ISM? • “Everyone Gets It” • Runs right out of Outlook • 100% Microsoft solution • Available to all employees in the company not just the 15% in accounting and 10% in sales

  7. Current State Legacy Systems Compelling Compelling Bridges for Change Bridges for Change Opportunity Opportunity Preferred State Preferred State The “pull” The “pull” CRM ADVANCED Visual Mfg Advanced CRM Foundation CRM CORE Visual Mfg Core “Go Live” “Go Live” Advanced Advanced – – – – Phase I Phase I Phase II Phase II Re Re - - inventing the inventing the organization organization Current State Legacy Systems Compelling Compelling Driving Force Driving Force Barriers to Change Barriers to Change The “push” The “push”

  8. Project Scope Scope Timeline Resources

  9. Initiation Process Validation Training & Deployment Post Go-Live Implementation & Configuration Project Communication ProjectManagement Project Planning System Admin Project Control IT Infrastructure Installation & Setup Business Process Def’n. Process Modeling & Training 1stMonth-End EndUserTraining Go-Live Pilot Migration Legacy Data Analysis Final Load Data Conversion Data Scrubbing Management Reporting Reporting GAP Analysis Training Development Procedure Definition SOP & Work Instruction Creation VOX METHODOLOGY Piloting & Process Refinement Application Training & Config Process Modeling & Mini-Pilots Project Timeline

  10. introduction of change Decrease duration of disruption Increase productivity gain Minimize degree of disruption THE CHANGE CURVE performance THE CHANGE CURVE impact of effective change management

  11. EMOTIONAL RESPONSE TIME THE GRIEF CURVE active angereffort to regain control acceptance change perceivedas positive stabilitychange announcedor diagnosed acceptance change stillperceivedas negative bargainingtrying tominimize impact denialdefending the old way,rejecting reality testing beginning to try new options immobilizationfear, confusion,overwhelmed depression frustration,sense of loss passive

  12. Project Initiation • Establishing the Project Framework • Target Start and Go-Live dates • Project Objectives • Key Success Criteria • Project Scope • Key Milestones • Key Assumptions • Key Stakeholders and Project Team • Project Control Project Charter

  13. The Typical Training/Consulting Day • Consulting Methods • Observations, document with you, existing process flows. • Conclusions, based on this knowledge and experience from similar clients. • Recommendations, your options on how best to use Visual Manufacturing. generatingObservations reachingConclusions building Recommendations

  14. Next Steps • Next Steps. • Confirm install date – Technical status • Complete Project Charter/Project Phases. • Schedule Mfg and Financial Kick off – Chart of Accounts Review. • Begin Data Extraction/Scrubbing.

  15. Training / Project Room • Separate meeting room dedicated, if possible, to the project. • Networked workstations and printers to be used for training and piloting • Flip charts) and / or White Board • Projector and projection surface is desirable • Necessary supplies

More Related