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MIGRATION MIGR-09

MIGRATION MIGR-09. How to Run Your Next Implementation . . . Don't Let It Run You!. Patricia Johnson Senior Systems Consultant Strategic Systems Group, Inc. (SSG) June 2007. Moving to a new ERP application ?. Why are you migrating to a new ERP application?

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MIGRATION MIGR-09

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  1. MIGRATION MIGR-09

  2. How to Run Your Next Implementation . . . Don't Let It Run You! Patricia Johnson Senior Systems Consultant Strategic Systems Group, Inc. (SSG) June 2007

  3. Moving to a new ERP application ? Why are you migrating to a new ERP application? Do you have management buy-in? Are there enough resources to do it right the first time?

  4. A Successful Implementation • Project Management • Resources • Communication • Risk Management • Scope Management • Business Processes • Data • Training • Testing • Systems • Process Ownership

  5. PROJECT MANAGEMENT • Plan the Project . . . . It’s the roadmap • Manage the Plan • Manage Changes to Priorities • Manage Changes to Scope

  6. PROJECT DELIVERABLES • Define Project Deliverables • Document Project Deliverables as Milestones • Identify Responsibility for Project Deliverables • Assign Timeline to Project Deliverables • Manage Timeline

  7. HIGH LEVEL PROJECT TIMELINE • Timeline Variables • Resources • Data to be migrated (master, production, history) • Customizations • Concurrent activities • Tasks completed (hardware, business process documentation, data scrubbing)

  8. Implementation Team Project Sponsor

  9. COMMUNICATION • Organizational Structure • Multiple Sites • Multiple Countries • Methods • Formal Project Kick-off • Conference Calls • Joint Sessions • Disseminating Project Information • Emails > create Implementation Team Distribution List • Newsletters • Bulletins

  10. Sample Meeting Minutes Who What When Define Expected Outcome Identify Results Identify Action Items

  11. PROJECT RISK • Identification • Assessment • Response • Control

  12. RISK MANAGEMENT ISSUES • Resource constraints • Scope management • Issue tracking • Poor communication • Failure to define milestones • Failure to meet milestone deliverables

  13. MINIMIZE RISK • Project Management • Status meetings • Issues Log • Resource Allocation • Scope Control and Management (change requests) • Task Assignment and Tracking • Accountability by Implementation Team Members • Issue Tracking and Resolution • Gap Resolution – Acceptance • Phased Approach

  14. RISK MANAGEMENT • Who owns the Big Picture? • Who has decision making power? • What is the Escalation process? • What is the potential risk impact? Like an Integrated System – Nothing Stands Alone

  15. Understanding • Acceptance • Buy-in Process Ownership =

  16. Reap the Benefits from Time Spent Planning and Managing the Project

  17. Project Management Strategies • Vision • Scope • Timely • Informed Do It Right the First Time In/Out of Scope No Surprises In/Out of Budget

  18. BUSINESS PROCESSES • Are they Documented? • Are they Stale? • How to Gather Current Business Process Information • Functional JAD sessions • One-on-One • Business Requirements Categories • Mandatory • Nice to have • Future requirement • Really dreaming

  19. DATA MIGRATION PREPARATION • Determine Your Level of Data Migration Readiness • Use Tools Designed for Rapid Data Migration • Start Preparing Data Before the Project Kick-off • Involve the Right People in the Process • Start Now

  20. DATA • What Data will be Migrated? • Master Data • Production/Transaction Data • Historical Data • Archive Companies • What Data will be Manually Entered? • Will Any Transactions be Completed in the ‘old’ ERP Application? • How will Data Translation be Managed? • Are there 3rd party applications? • Do Interfaces Need to be Re-built?

  21. TRAINING • System Management • Application • Reporting

  22. TRAINING CONSIDERATIONS • Environment • Test Data • Expectations • Key user training > Train the Trainer approach • Communicate project status to user community (on-going) • Identify Use Case/Test Scenarios • ‘Issue’ reporting, tracking and resolution • User acceptance and sign-off

  23. PILOT TESTING Expectations Leadership Direction Results Issues / Gaps

  24. PILOT TESTING • Communicate with the user community (on-going) • Select key users • Set expectations for testing teams • Identify testing data • Create and utilize test cases • Report and track Issues • What to test . . . • Each module that will be used in production • Each scenario • Reporting • Customizations • Custom interfaces • Secure user acceptance and sign-off

  25. CUSTOMIZATIONS • Identify Customizations • Document requirements • Determine if customizations are still required • Complete development before final Pilot Test phase

  26. BRING IT ALL TOGETHER

  27. SYSTEMS • Proper configuration • Backups • Tuning • Load Testing

  28. Good Migrations

  29. PREPARATION CHECKLIST • Resources – People, Systems and Tools • Implementation Team • Business Processes • Data • Scope • Project Manager • Plan for the Unexpected

  30. SUCCESSFUL IMPLEMENTATIONS • PLANNING • EXECUTION

  31. Q U E S T I O N S ? For more details or to receive a white paper, please contact me at the following. Patricia Johnson Senior Systems Consultant Strategic Systems Group, Inc. (SSG) inquiry@ssgnet.com

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