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InEight Professional Services Approach to Project Success Mia Nicolaisen, VP Solutions Delivery, InEight

Rick Deans, VP Enterprise Strategy, InEight

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WELCOME!

Approach to Project Success

Mia Nicolaisen, VP Solutions Delivery

Rick Deans, VP Enterprise Strategy

ineight.com

InEight Professional Services

Support &

Optimization

Enterprise Strategy

Se

rvic

e

Sc

en

ari

os

Change Management &

Training

Solution Delivery

• Customer Support

• Optimization Strategy

Optimize

• Business Enablement

• Transition Management

Transform

• Business Process Design

• Solution Deployment

• Implementation Management

Realize

• Solution Positioning

• Assessment and Scoping

• Governance

Innovate

Continuous

Improvement

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InEight Professional Services

Project Success

Governance

Project Methodology

Team Empowerment

Managed

Transformation

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Implementation Best Practices

How do the tenets InEight’s professional services stack up

against the industry implementation best practice?

• Executive sponsorship

• Engaged project management

• Team strength

• Effective management of change

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Best Practice Statement Rankings*

Statement 1:

Executive management should support the ERP

project.

*

Source: ERP Software Implementation Best Practices, Frantz, Southerland and Johnson;

https://net.educause.edu/ir/library/pdf/eqm0246.pdf

4.9

0

1

2

3

4

5

Ranking

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Best Practice Statement Rankings* Statement 4:

A project manager should be assigned full-time

to the implementation.

*Source: ERP Software Implementation Best Practices, Frantz, Southerland and Johnson;

https://net.educause.edu/ir/library/pdf/eqm0246.pdf

4.64

0

1

2

3

4

5

Ranking

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Best Practice Statement Rankings*

Statement 3:

The project team composition should represent

all functional areas where the software will be

implemented.

*Source: ERP Software Implementation Best Practices, Frantz, Southerland and Johnson;

https://net.educause.edu/ir/library/pdf/eqm0246.pdf

4.73

0

1

2

3

4

5

Ranking

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Best Practice Statement Rankings*

Statement 2:

Executive management should be cognizant

about the company's ability to adapt to

organizational changes.

*Source: ERP Software Implementation Best Practices, Frantz, Southerland and Johnson;

https://net.educause.edu/ir/library/pdf/eqm0246.pdf

4.66

0

1

2

3

4

5

Ranking

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InEight Professional Services

Project Success

Governance

Project Methodology

Team Empowerment

Managed

Transformation

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Governance

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Governance

Quality

Deployment /

Cutover

Technology

Executive / Board Sponsorship

Steering Committee

Key Roles

Level 2: Leadership

Weekly Reviews

Level 1: Execution

Weekly/Daily Reviews Client

InEight

Legend:

Level 4:Vision Quarterly Reviews

Level 3: Guidance Monthly Update

OCM

Project Management Office

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Quality Assurance

Objectives Met?

Standards Followed?

Lessons Learned (CI)

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InEight Professional Services

Project Success

Governance

Project Methodology

Team Empowerment

Managed

Transformation

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Project Methodology Objectives

Defining Success

High Visibility

Controlled Costs

High Predictability

Low Risk

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Project Controls

Save time and money

and achieve predicted

results

Manage project risk,

avoid common mistakes

Align project objectives

with business objectives

EXECUTE

MONITOR

CONTROL

Roles & Responsibilities

Governance

Scope Management

Issues Management

Organizational Change

Management

Communication Matrix

Budget Management

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InEight Professional Services

Project Success

Governance

Project Methodology

Team Empowerment

Managed

Transformation

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Decision Making Model WHO? WHAT? ( TYPES OF DECISIONS )

• Alignment of business and project objectives

• Program funding and scope approval

• Corporate strategy and policy changes

• Approve “grid locked” decisions

Level 4

Executive Committee

• Budget, Schedule and Quality

• Project business case, budget and schedule signoff

• Escalation decisions for open items

Level 3 Project Directors

• Execute, monitor and control

• Quality review and deliverable sign-off

• Scope and issue management

Level 2 Project Management

• Solution and business requirements

• Identify and gather business requirements

• Adherence to best practice process standardizations

Level 1 Implementation Team / Functional Champions

20%

2%

8%

Decision-Making Empowerment at the Project Team Level

70%

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The Importance of Functional Champions

“Your team members should be able

to knowledgeably and authoritatively

address the key functional areas of

your company.” *

*Source: CFMA Building Profits: Software Implementation Best Practices. Lawrence C. True &

Kurn M. Koenig

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The Importance of Functional Champions

“Operations and accounting

personnel will have to work

together – a novel concept in

many companies.” *

*Source: CFMA Building Profits: Software Implementation Best Practices.

Lawrence C. True & Kurn M. Koenig

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InEight Professional Services

Project Success

Governance

Project Methodology

Team Empowerment

Managed

Transformation

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Business Transformation

Business Transformation is not an event;

rather it’s a process.

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Organizational Change Management (OCM)

“Over 53% of implementing

organizations assess their ability to

deal with change as fairly poor or

very poor.

In addition, 47% say communication

between management and

employees is poor.” *

*Source: http://www.zdnet.com/blog/projectfailures/erp-failure-new-research-and-statistics/8253

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Organizational Change Management

Alignment: Understand a common definition of the goals and expectations

– Leaders, project team, end users, external business partners

Impacts: Understand how the changes impact various groups (stakeholders)

Communication: Inform through various channels and provide feedback for

checks for understanding

Education: Enable through training, knowledge transfer

Effective Organizational Change Management is even more critical in out-of-the box

implementations, where people have fewer choices about what is being implemented.

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OCM Activities Activity Performance InEight Services

Leadership Support & Expectation Management

• Assess & manage • Templates and orientation • Facilitate of select sessions

Organizational Readiness • Conduct assessments & update action plans

• Templates and orientation • Coach assessments

Stakeholder Identification / Analysis

• Conduct analysis • Facilitate sessions • Coach on results

Impact Mapping and Transition Planning

• Provide knowledge • Map process impacts

• Drafts of impact maps • Facilitation of select sessions

Communications Activities • Develop specific plan

• Craft messages • All delivery

• Prepare & manage communications

plan • Assist in crafting communications

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Questions?