ERP PlanningAn ERP Planning Process to Facilitate Both

Strategic and Operational Needs

Presented to the ERP Planning GroupJuly 13, 2016

Sam Houston State UniversityHuntsville, Texas

Workload Analysis

Prior to 2013

Work

After 2013 Cherwell implementation

Incident Service Request

Projects Everything Else

Terminology

• ITIL Concepts• Background

• Information Technology Infrastructure Library

• Best Practice Framework

• Based upon the concept of a “Service”

• Incident:• Existing services that are “Out of Service” or “Broken.”

• Service Request:• Existing services with a defined & documented solution. Routine work with existing systems.

• Project• Temporary activities to achieve a single, unique, defined purpose, end-item or result, of

particular importance and value to an organization, within a given time frame.

New Initiative Planning

•Two Primary Types of Planning are necessary to achieve New Initiatives•Strategic•Operational

Strategic Planning

• Occurs at Division, Department, Unit levels• Plans for and recommends New Initiatives over a period of budget cycles• Identifies high-level resource requirements• Understand ongoing impact and return-on-investment of existing products

and initiatives

Operational Planning

• Occurs at Division, Department, Unit levels• Plans for implantation of specific initiatives typically to be delivered within a

twelve-month period • Identifies and manages specific resources needed and available to meet

accurate delivery dates

Strategic Planning

• Occurs at Division, Department, Unit levels• Plans for implantation of specific initiatives typically to be delivered within a

twelve month period • Identifies and manages specific resources needed and available to meet

accurate delivery dates

Strategic Planning

Evaluation

• Who • Functional Departments, Business Analysts

• Confidence Level• None

• Activities• Questions answered

• Deliverables to move forward• Questionnaire, Business case, Functional requirements

Research & Design

• Who • Functional Departments, Business Analysts, Sr. Analysts, Technical Architects,

Tech. Team

• Confidence Level• Fiscal Year

• Activities• Questions answered

• Deliverables to move forward• Research summaries, Design options, Plan proposal

Acquisition & Planning

• Who • Functional Departments, Business Analysts, Tech Team, Vendors, Outside

agencies

• Confidence Level• Fiscal Quarter

• Activities• Questions answered

• Deliverables to move forward• RFP, Purchases, Interface or Programming, Data correction/alignment,

Resource availability/delivery

Work In Progress

• Who • Functional Departments, Application Administrator, PMO, Project Team, Vendor

resources

• Confidence Level• Delivery Date

• Activities• Questions answered

• Deliverables to move forward• Scheduled work completed within scope, budget, time

WIP – Job Board

Service Transition

• Who • Functional Departments, Application Administrator, Service Desk

• Confidence Level• Defined transition period

• Activities• Questions answered

• Deliverables to move forward• Training, Documentation, Support procedures

Service Operation

• Who • Application Administrator, Service Desk

• Confidence Level• Production operation

• Activities• Questions answered

• Deliverables to move forward• On-going support, training & service improvement

Questions? – Thoughts?