erp planning process - sam houston state university · presented to the erp planning group july 13,...
TRANSCRIPT
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?