implement an erp in 9 months and keep your sanity and friendships *

Implement an ERP in 9 months and keep your sanity and friendships 10:57

9 months – Friends ! – Sane ?


History

Provincial vision

Y2K

RFPs

Get Get connectedconnected

Stay Stay involvedinvolved

PeopleSoft offer …

End of a dream ?


!? How much ?!

• 5,000 F.T.• 16,000 P.T.• 550 FTE staff• $ 54 million

Grab Grab the the brass brass ring ring when it when it swings swings on byon by $ 2.9 million$ 2.9 million


$ 2,987,000.00

$ 3,266,000.00


How can we ?

Reserves

ERIP

Clean Clean house, but house, but stay friends stay friends (and get a (and get a forwarding forwarding address)address)

..(good news & bad news)


Critical Success Factors …

• Project Tracking• Charter: framework/scope• Workplans• Issues tracking• Status reports • Team meetings• Risk Management • Steering meetings• Documentation:

• Roadmaps• Strategies• BPM > BPR • Test Scripts• Training Manuals

NO MODS

The rules

Key assumption:


Where ?

Project Office

Visible, Visible, but apartbut apart

• NO NO cement cement wallswalls

Home, sweet homeHome, sweet home

http://www.niagarac.on.ca/phoenix/


What – and -When ?

Finance – 4

H.R./Payroll – 6

Student Admin– 9

A rapid A rapid implementation implementation precludes the precludes the possibility of a possibility of a system that’s closely system that’s closely configured to a configured to a company’s company’s idiosyncratic ways idiosyncratic ways of doing business … of doing business …

It’s easy to spend It’s easy to spend years investigating years investigating all the possibilities, all the possibilities, when only some add when only some add real business value.real business value.Mission Critical – Davenport, 20009 months

●Admissions = 3●Financial Aid = 2.5●Courses/Classes/Sched = 3●Registration > Grades = 7

+3

12 months


You want it when ?

Application Module Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep

Campus Community/Admissions

Student Records

Student Financials

Financial Aid

Advisement

Base HR/Benefits

Payroll/Time & Labour

General Ledger

Accounts Payable/Purchasing

Project Management/Quality Assurance

Change Management

Technology Support

GENERAL

20012000

FINANCIALS

HRMS

STUDENT ADMIN


Who ?

Partners

Team

Only Only the the BEST BEST will do will do Project ManagersProject Managers

Champion Champion Vice-PresidentsVice-PresidentsPresident & President & BoardBoard


Project team is the key

TrainInternReferencePlan, Doubt, Change, Adjust Beg, Borrow

Invest Invest in the in the team team

The skills to change everything at once and succeed don’t come cheaply.

Mission Critical – Davenport (2000) – ISBN 0-87584-906-7


Organization within organization

overlap overlap teamsteamskeep keep hierarchy hierarchy ill-defined ill-defined reinforce reinforce goals goals constantlyconstantly

Harvard Business Review on Knowledge Management - Quinn, Anderson, & Finkelstein, 1998

P r o j e c t S t e e r i n g C o m m i t t e eB o n n i e R o s e , N i a g a r a

M a r t h a C a s s o n , N i a g a r aS t e v e H u d s o n , N i a g a r a

Q u a l i t y A s s u r a n c e / R i s k M a n a g e m e n tH a n s v a n d e r S l a g t , N i a g a r a

D a v e K e d d y , D & T

A c c o u n t E x e c u t i v eS h e l a g h P a r g , P e o p l e S o f t

G e n e r a l L e d g e rT e r e s a Q u i n l i n , N i a g a r a

J a m i e L a n o u e , D & T

A P / P u r c h a s i n gT B A , N i a g a r a

M a r k M c K n i g h t , D & T

F i n a n c i a l s T e a m L e a dJ o a n n e M c K e e , N i a g a r a

M a r k M c K n i g h t , D & T

H u m a n R e s o u r c e sD i a n n e D a v o l i , N i a g a r a

E r n i e L a t i f , D & T

P a y r o l lB e g C r u m m , N i a g a r a

J a s o n N o t t , D & T

T i m e & L a b o u rD i a n n e D a v o l i , N i a g a r a

B e g C r u m m , N i a g a r aR i c k L a n n i n , D & T

H R M S T e a m L e a dN i c o l e P e r r a u l t , N i a g a r a

J a s o n N o t t , D & T

C a m p u s C o m m u n i t yS a n d r a H u p p e , N i a g a r a

C i n d y R o b e r t s o n , P e o p l e S o f t

A d m i s s i o n sD i a n n e O s t e r , N i a g a r a

C h r i s L a r k i n , P e o p l e S o f t

S t u d e n t R e c o r d sS a n d r a H u p p e , N i a g a r a

N a n c y C a i n , N i a g a r aC i n d y R o b e r t s o n , P e o p l e S o f t

S t u d e n t F i n a n c i a l sE r i c S i l v e s t r i , N i a g a r a

R i c k L a n n i n , D & T

F i n a n c i a l A i dD i a n n e O s t e r , N i a g a r a

C h r i s L a r k i n , P e o p l e S o f t

A d v i s e m e n tN a n c y C a i n , N i a g a r a

B e t h W e l d o n , N i a g a r aC h r i s L a r k i n , P e o p l e S o f t

S t u d e n t A d m i n T e a m L e a dA l V a u g h a n , N i a g a r a

R i c k L a n n i n , D & T

P r o d u c t i o n S u p p o r tC o l e H a y e s , N i a g a r a

L a u r a F o r d , N i a g a r aG r a n t C o r n e l i u s , N i a g a r a

T e c h n i c a l S u p p o r t T e a mD a v e S a l t e r , N i a g a r aC o l e H a y e s , N i a g a r a

L a u r a F o r d , N i a g a r a

L e g a c y D e v e l o p m e n t T e a mM a r y A n n D e s c h a m p s , N i a g a r a

L i l i a n e M i l l s + T B A , N i a g a r a

A p p l i c a t i o n S u p p o r t T e a mT B A , N i a g a r a

L i l i a n e M i l l s + T B A , N i a g a r aM a r y A n n D e s c h a m p s , N i a g a r a

T e c h n i c a l T e a m L e a dL a u r a F o r d , N i a g a r a

E r n i e L a t i f , D & T

P r o j e c t M a n a g e m e n tB e t h W e l d o n , N i a g a r a

J a m i e L a n o u e , D & T

C h a n g e M a n a g e m e n tB e t h W e l d o n , N i a g a r a

N a n c y C a i n , N i a g a r a

P r o j e c t S p o n s o rB e t h W e l d o n , N i a g a r a


FINFIN H.R.H.R.

TECHTECH S.A.S.A.


‘A Continuum of Friends’

Consultant Consultant staffstaff

ConsultantsConsultantsPersonal Personal friendsfriends

Team Team membersmembers

Your Your staffstaff

Your Your bossboss

Your Your boss’s boss’s bossbossOtherOther

staffstaff

Spouse + Spouse + childrenchildren

RelativesRelatives

ColleaguesColleagues

SELFSELF


No choice


Selecting Your Team

• By invitation or application?

• Establish criteria: Organized Change agent Computer skills Replaceable Growth potential Attendance/ handle stress

• But remember, you’re not just recruiting for the project, you’re choosing your future leaders.


Recruiting Your Team

• Clear Expectations Long hours Sometimes tedious work Pressures & deadlines Deferred vacation Frustration (but big victories in the end)



• So why would I do it? Things will not be the same Lead the way Recognition in the organization Advance career The experience Break from routine



• Yeah but… ($$$$$) Re-classify? Overtime?


Take care of yourself

• 50% is 50% is just just notnot good good enough !enough !


A Manager’s guide to Sanity

Learn (and use) project management skills + software

Learn how to map

Calculate your risks; have a backup plan

Empower; delegate

Know your staff

Understand the politics and the players

Stay flexible

Involve the academics

Scream loud & hard

Have a best friend


Buy Buy this this book !book !


Trust SupportSupport

Team tactics


Informality

Food

Fun

CelebrateCelebrate

CHOCOLATE RULES!


But, the buck stops here …

Zero tolerance

Act !

Say Say “sorry” “sorry” sooner …sooner …


Some things we’d do differently

Backfill + + +

Be prepared to add staff ad hoc

Communicate

Budget for peripherals


Would we do it again ?

Absolutely !

(well – maybe over 15 months)

30% more30% more


www.niagarac.on.ca/phoenix

Follow the links to•Communications

•Cumrec

Q & A?

http://www.niagarac.on.ca/phoenix

implement an erp in 9 months and keep your sanity and friendships *

Documents

months friends

project team

team team

real business value

project officevisible

mission critical davenport

system thats

brass brass ring ring