Extended Services LUA Benelux presentation Extended Services email@example.com / firstname.lastname@example.org
EXTENDED SERVICES Agenda • Extended Services ? • The team • The process • Webinar information flyer • Webinar topic • Feedback
EXTENDED SERVICES The Team JOHN GERT-JAN ANTOINETTE HEIN
EXTENDED SERVICES Extended Services (founded June 2009) • Verticals • M&D • ESM&R • CP • Current implementation or upgrade • Dedicated Sales team, Project Managers and Practice directors M&D ESM&R CP
EXTENDED SERVICES Extended Services (founded June 2009) NORTH • All other customers • Regions UK US CENTRAL SOUTH
EXTENDED SERVICES When is Extended Services your partner ? I HAVE GOT A ISSUE ! A BUG IN M3? IS A MODINVOLVED? YES NO LAWSON GLOBAL SUPPORT YES NO ASSISTANCE LAWSON EXTENDED SERVICES
EXTENDED SERVICES When is Extended Services your partner ? I HAVE GOT A QUESTION ? LICENSES? ACCOUNT EXECUTIVE YES NO MAINTENANCE? MAINTENANCE RENEWAL MANAGER ASSISTANCE YES NO DEDICATEDPM OR PD? DEDICATEDPM OR PD YES NO LAWSON EXTENDED SERVICES
EXTENDED SERVICES Who does what within ES? CUSTOMER REQUEST INFORMATION ADVISE LAWSON EXTENDED SERVICES WORKORDER CLIENST SOLUTION CONSULTANT PROJECT MANAGEMENT REPORTS PROJECT LEAD
EXTENDED SERVICES Proposal • The following types of engagements will NOT incur chargeable time from a Project Lead or Project Manager • Engagements which consist only of training such as customer specific onsite training classes, public training, vLabs etc • Fix installs or corrections in response to an issue raised through CASE • Staff augmentation where Lawson provides one or more resources to be managed onsite by a manager provided by the customer and the work involved is not part of another Lawson project • Ad hoc technical or functional consulting where a single Lawson resource is assigned to resolve one or more specific pre-defined issues • Then there are some engagements that typically would always require some project management time. Engagements over $250k value and/or sold via a SOW. • All other engagements may incur some chargeable time from a Project Lead or Project Manager • Lawson policy requires that a nominated individual be accountable to the customer for the success of any engagement - the Project Lead or Project Manager is the single point of contact • Our experience tells us that engagements which have no central point of co-ordination, run a higher risk of time and budget overruns which lead to dissatisfaction and frustration for the customer
EXTENDED SERVICES Project Lead Chargeable Time We consider the following activities to be chargeable • Participate in/schedule pre-engagement planning calls; verification of Scope and Expectations of Project • Define project parameters with customer: project calendar, meetings schedule, consultant schedules • Management of and participation in project meetings or calls eg kick off meetings, deliverable reviews, status meetings, phase and project close out meetings • Management of Lawson project budget, timeline and scope throughout project and report status regularly • Integration management with other concurrent projects or initiatives • Management of internal project dependencies, co-ordination of resources to align with dependencies • Creation of Project Management deliverables, as required • Quality approval process, project plan and budget, staffing calendar, milestone plan • Manage consultant deliverables and perform quality reviews; verify scope and expectations of individual consulting engagements • Manage project issues and risks list • Manage project change management process • Co-ordinate Lawson project resources, Identify and co-ordinate client resources if required • Act as issue escalation point for Lawson resources • Provide project direction and strategy recommendations • Ad hoc communications such as phone calls or conference calls or email correspondence with the client • Meeting other requests from the client • De-brief consultants at roll-off time
EXTENDED SERVICES Project Lead Non Chargeable Time The following activities have to be carried out and incur a cost to Lawson but will not be charged • Personal time recording, monitoring and approval of time recorded by Lawson consultants • Setting up project codes, tasks and billing codes in the Lawson Service Automation (SA) system • Resolution of issues associated with SA codes and time recording • Managing resource requests through the Lawson Resource Planning process, matching of skill sets to resource needs. This includes rescheduling activities required as result of project timeline changes • Provision of CVs/resumes, setting up interviews for client approval of proposed resources • Billing and resolution of billing discrepancies or issues • Travel bookings • Management of HR activities for Lawson resources on the engagement • Investigation/resolution of Lawson resource issues reported by customer • Project transition activities during replacement of Lawson PL/PM, whether due to Lawson transition need or request by customer.
EXTENDED SERVICES Project Lead (short description) • Resource management - Work with the LPS resource coordinator to identify resources for the engagement. Brief the consultants on the engagement. • Setup interviews with the customer for the purpose of resource selection. Attend the interviews and finalize the project timeframes. • Billing management - Work with the customer on billing questions and issues. Making sure that the consultants are staying within the project budget. • Budget to actual reporting – Provide our clients with a summary of the budget to actual comparisons for the active and closed engagements • Project Management – For projects which are larger in nature, preparation of a project plan, monitoring the defined and agreed timeline to make sure the project stays on track. • Solution advisement - Provide advice and strategy on how to move forward with Lawson. • Service delivery oversight - Ensure that the resources on site are delivering the promised solutions and confirming with the client. As well as making sure that the customer is satisfied with the services provided.
EXTENDED SERVICES Extended Services Objective • Long term relationship with our customers • Assist on request • Pro-active information • Add value to our customers BI-MONTHLYINFORMATION FLYER & BI-WEEKLY FREE WEBINARS
EXTENDED SERVICES Webinars INFO SESSION BY EXPERT INTRO PACKAGEDDEAL CLOSE 15 / 20 MINUTES
EXTENDED SERVICES Packaged Deal SEPA SOLUTION * 1 DAY FINANCE CONSULTANCY (ONSITE) * 1 DAY INSTALLATION SEPA MAPPINGS ON MEC SERVER * 4 HOUR RESERVATION LOCAL NEEDS * 4 HOUR Q & A (REMOTE) * 2 HOUR PROJECT MANAGEMENT * TEST SCRIPTS 26 HOURS 1 ADDITIONAL COUNTRY VERSION* ADDITIONAL HALF DAY FINANCE CONSULTANCY (ONSITE)* ADDITIONAL HALF DAY INSTALLATION SEPA MAPPINGS ON MEC SERVER* ADDITIONAL 4 HOUR RESEVERATION LOCAL NEEDS* ADDITIONAL 1 HOUR Q & A (REMOTE) * ADDITIONAL 1 HOUR PROJECT MANAGEMENT + 14 HOURS UPGRADE MEC SERVER TO 18.104.22.168 * MAX. 2 DAYS MEC SERVER SPECIALIST + 16 HOURS BUDGET BASED ON TIME & MATERIAL
SEPA The Lawson solution CRS620 Leverancier Stamgegevens CRS624 Leverancier Stamgegevens (financieel) CRS692 Leverancier Bankgegevens BANK Versturen naar en verwerken door lokale bank MeC server Genereren SEPA XML bestand APS100 Invoer Leveranciers- factuur APS130 Genereren Betaalbatch
Currency imPortal CURRENCY IMPORTAL • Automatic import of exchangecrates in Currency imPortal. • Upload these rates in M3, with one button. • Update rate on company or division level. • Update more than one database at once. • Daily / periodic upload with the help of thejob scheduler
Archiving ARCHIVING STAMGEGEVENS HISTORISCHTRANSACTIE DATA HISTORISCHETRANSACTIE DATA (OFFLINE) TRANSACTIE DATA 11 RPG – M3 10.1 t - 3 jaar t - 7 jaar nu
Scripting workshop LSO SCRIPTING WORKSHOP A new customer and credit check “I have to perform a creditcheck for this new customer... and I am so busy at the moment...” “Can’t this be automatically processed?”
M3 try and buy More Than ONE Way to Get to 10.1 • Which door is right for you? • Many modifications? Changed business model? Different people? Poor data quality? System is a mystery? Very old versions of M3? • Better base to execute business process improvements? Processes are ok to start with a 1:1 upgrade? Need better user productivity tools? • Need to upgrade to get advantages of new functionality to improve core business? Need a proper pre-study to prepare all details before going to the board? • We have the key! 1 - 1
Coming webinar agenda • Wednesday 17 November – Archiving • Wednesday 17 November – M3 10.1 Try & Buy • Wednesday 1 December – Digita EU-listing • Wednesday 15 December – Currency imPortal • Wednesday 12 January – Cash Flow Management • Wednesday 12 January – M3 10.1 Try & Buy • Wednesday 26 January – Learning Accelerator • Wednesday 26 January – LSO Scripting workshop NEW NEW
FEEDBACK • We like to have your feedback, because it is very important to us.