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Documenting ERPs for Non-Technical Users of Software. Presented at STC Region 8 Guerilla Conference November 2, 2001 by Tonie Flores tonie@consultant.com. Content. What is an ERP Why ERP How ERP Who of ERPs Technical Communications and ERP Tips for succeeding . ERP.

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Documenting erps for non technical users of software

Documenting ERPs for Non-Technical Users of Software

Presented at

STC Region 8 Guerilla Conference

November 2, 2001

by

Tonie Flores

tonie@consultant.com


Content
Content

  • What is an ERP

  • Why ERP

  • How ERP

  • Who of ERPs

  • Technical Communications and ERP

  • Tips for succeeding


Documenting erps for non technical users of software
ERP

  • Enterprise Resource Program

  • Enterprise Resource Planning Software

  • An integrated software system that can automate all departments and functions across a company


A simple example of erp flow
A Simple Example of ERP Flow

Payroll

Order

Commission

Sales Statistics

CustomerPick Up

Inventory?

Customer Pays

Billing

Order Parts

Make more

Financial Reports


Documenting erps for non technical users of software

SAP

Oracle Applications

PeopleSoft

Baan

JD Edwards

Seibel Systems

ERPs


Why implement an erp
Why Implement an ERP?

  • Y2K

  • New technology

  • Cost savings

  • Reengineering -- automate tasks

  • Competitive edge


The truth about erps
The Truth about ERPs

  • Complex

  • Expensive

  • Require a team

  • Consulting Opportunities


Implementation partners
Implementation Partners

  • Vendors (SAP, Oracle, etc)

  • IBM Global Services

  • ICS DeLoitte

  • Earnst & Young Cap Gemini

  • Price Waterhouse Coopers

  • Andersen

  • Accensure


Key implementation roles
Key Implementation Roles

  • Business Analysis

  • Configuration

  • Programming

  • Project Management

  • Change Management

    • Super Users

  • Documentation

  • Training


Technical communication roles
Technical Communication Roles

  • Change Management

  • Documentation

    • Technical

    • Non-Technical

  • Training


Change management
Change Management

  • Prepares workforce for change

  • Facilitate communications

    • Reduce fear and resistance

    • Build executive sponsorship

  • Newsletters

  • Other campaign strategies

  • Ensures successful implementation


Training
Training

  • Curriculum design

  • Instruction materials

  • Hands-on exercises

  • Testing and certification

  • Classroom instruction

  • Distance learning

  • Job aids


Training sources
Training Sources

  • Vendor

  • Implementation partners

  • In-house training departments


Custom training
Custom Training

  • Every implementation is unique

  • Combination of technical and non-technical

  • Ideal - specific to post-implementation roles

  • Lots of opportunities for work!


Documentation
Documentation

Needed every step of the way

  • Pre-implementation processes

  • Planned processes

  • Specifications

  • Post-implementation procedures

  • Work instructions


Success factors
Success Factors

  • Know your audience

  • Document sensibly

    • Common design

    • Documentation standards

    • Style guide


Practical tips

Be clear

Be precise

Be concise

Speak the language

Say exactly what to do

Just the facts, mam!

Practical Tips


Working with smes
Working with SMEs

  • They are always busy

    • Don’t waste their time

    • Be prepared with specific questions

    • Schedule periodic times

  • Helps to know the lingo

    • Sit in on meetings

    • Listen and learn


Characteristics of non technical users of erps
Characteristics of Non-Technical Users of ERPs

  • They are experts in the work they do

    • Accounting

    • Human resources

    • Shipping ...

  • Not experts in software technology

  • Busy

  • Software is a tool, not a goal

  • Learning software may be frightening


Common pitfalls
Common Pitfalls

  • Isn’t this a neat feature!

  • Look at all the choices you have!

  • This is how the software works …

  • This is a standard part of the software / this is a custom feature for this location


Better approaches
Better Approaches

  • This is how you

  • Currently you _______ . With the new system you will _______ .

  • Never _______

  • Always _______

  • Required, Mandatory, Optional fields

  • Document transactions before overviews


Why enter the erp market
Why Enter the ERP Market?

  • There are jobs

  • There will be jobs for the foreseeable future

  • Often pay more than other tech comm jobs

  • Contracts tend to be long -- 6 months or more is not uncommon


How to start
How to Start

“Use what you got to get what you need”James Brown

Leverage your:

  • Business knowledge

  • Training experience

  • Technical writing experience

  • Software design experience

  • Foreign language knowledge


Gaining entry
Gaining Entry

  • Vendors

  • Major implementation partners

  • Smaller implementation partners

  • Small sub-contracts with all of the above