plexlane erp capabilities
DESCRIPTION
Implementing ERP is a critical strategic initiative. With Plexlane's experience you can meet your goals using our well defined implementation methodology while maintaining business operations and controls.TRANSCRIPT
About Plexlane
• An Arizona company specializing in IT Strategy, Technology Implementations and Managed Services
• Industry proven IT Products and Services enabling CIOs to “Run IT as a Business”
• Locations in Mesa, AZ and Hyderabad, India
• Privately Held and Minority owned
Other Information
• Registered in Arizona
• EIN - 45-5406345
• DUNN Number – 078523829
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Enterprise Implementations
• are a major transformation initiative for every organization
• will need the best talent from the organization…not the ones that are available
• benefits will have to be looked at the overall organization level and not at a unit / division / site level
• will compete with other initiatives for funding and resources
• organization will downplay the “change” aspect
• will have issues…guaranteed
Success comes from
• Part time is no time. Organization is either in or out.
• A best of class Program and Project Management
3 plexERP methodology enable focused Execution
ERP Implementations Capabilities
4 Plexlane offers Best of Class ERP Strategy and Implementation Services
Strategy
ERP Strategy
Business Case
Business Readiness
Implementation
Implementations
Upgrades
RICEF Development
Offshore capabilities
Testing Services
Training Services
Staff Augmentation
Product Support
Application Support
Security and Basis
Help Desk
Our Philosophy on Project Management
• All projects are hard to do
• Constant planning, re-planning and more re-planning is required to keep the projects to plan
• Projects cannot be done with constantly changing scope, lack of resources and no money. The triple constraint – Scope, Schedule and Budget have to align for a project to keep moving forward.
• Most large enterprise level technology initiatives are Not IT Projects but rather Business Projects
• The stakeholders at all levels have to be fully engaged for the success of any project
5 We drive common sense approach to project execution
plexERP Processes
• Rollout Planning
• Budget and Resource Management processes
• Fit-Gap to Baseline Design
• Enhancement / Gap process
• Project Communication – team, business, leadership, external
• Project Management processes – tasks assignments, timesheets, expense reporting etc.
• Business, IT and Consultant engagement model
6 Manage all Governance areas
plexERP Toolkit
• Project Charter with Project Baseline
• PMO, Business and IT Engagement Model
• Project Communications Plan
• Project Tracker / Detailed Schedule
• Baseline Business Design (e.g. Blueprint documents)
• Scope Logs (Business Process, RICEF, Business Roles scope)
• Issue and Risk Logs
• Collaboration Environment for Project Artifacts
• Integrated Business Process Testing Log
• Training Log and Training Documentation
• End User (UR) Readiness Log
• Business Roles and Application Security Log
• Project Governance (e.g. Tollgate process)
• Budget – Baseline, Fcst, Actual Tracking
• Cutover Plan to Go-Live and Post Go Live Support Model
7 Manage all dimensions of the Project
Examples – Project Tracker
8 Highly Visual Tool to Understand Overall Project Health
Examples – Detailed Project Schedule
9 Build Schedule incorporating Project Tollgates
Tollgate – A term to describe milestones for go/no-go decisions
Examples – Issue Log
10 Central Repository to create and manage all Project Issues
Examples – Scope Logs
11 “Visual” Scope Logs are critical to track Progress
Object ID
ShanghaiDescription
Business
Contact
Go-Live
Critical
Chinese
Lang
GAP #
Dev Status
FS
End
Date
TS
End
Date
Dev /
Code
EndDate
CUT
End
Date
VCCT2
Start
Date
VCCT3
Start
Date
ARP
Start
Date
YOMR_FRM00059
ZCAA
CAAC
Airworthines
s
Jeff Jiang Yes Yes
G832
35 - Dev In
Work 31-Mar 10-Apr 10-Apr 29-May 12-Jul
YOMR_FRM90026
ZF12
8130-3
Airworthines
s
Jeff Jiang Yes No
G833
23 - TS In
Work 10-Mar 31-Mar 10-Apr 10-Apr 29-May 12-Jul
YAFR_FRM00049
ZCSR
Customer
Strip Report
Jeff Jiang Yes Yes
G863
23 - TS In
Work
10-Mar 31-Mar 10-Apr 10-Apr 29-May 12-Jul
YSCR_FRM90003
NEU
PO Richard
Wei
Yes No 60 - User
Testing 10-Apr 29-May 12-Jul
YOMR_FRM00047
ZPAK
Packing List Harry Shi Yes Yes
G834
35 - Dev In
Work 10-Mar 31-Mar 10-Apr 10-Apr 29-May 12-Jul
YAFR_FRM00031
Z501
Pick List William Gu Yes No 60 - User
Testing 10-Apr 29-May 12-Jul
YOMR_FRM00046
ZBOL
Master BOL Harry Shi Yes Yes
G836
23 - TS In
Work 10-Mar 31-Mar 10-Apr 10-Apr 29-May 12-Jul
YOMR_FRM00045
ZS2K, ZS2L, ZS2M
SPEC 2K
Labels
Jeff Jiang No No 60 - User
Testing 10-Apr 29-May 12-Jul
Integrated Testing
12 Integration Testing – Drives 80-90% of risk post Go-Live
• An effective testing methodology is one of the critical factors for a successful go-live
• Typical Failure Modes with Testing – Testing with dummy data that does not represent existing master and
transactional data
– Testing scope limited to Unit Testing; very limited Integration Testing
– Lack of business user involvement in testing
– The testing environment is not treated like a production environment during testing cycles - environment keeps changing (config, data, security etc.)
– Findings are not tracked properly leading to same issues/risks showing up again in future cycles
– Not all aspects of testing are achieved, i.e. testing of Business Process, Data, Application Security, Business Controls, Infrastructure etc.
Examples – Integrated Testing Log
13 Testing Each Process for – Data, Security, Rate, Finance, Infra Readiness
Test Dimensions
91%
5% 2% 3% 0%
95%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90%
100%
Gre
en
Yello
w
Red
Unt
este
d
In P
roce
sss
G +
Y
Te
st
Re
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Overall Test Summary
Examples – Integrated Testing Charts
14 Testing Each Process for – Data, Security, Rate, Finance, Infra Readiness
23
3 0 0 0
26
0
5
10
15
20
25
30
Gre
en
Yello
w
Red
Unt
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d
In P
roce
ss
Tota
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RICEF Status Summary
User Readiness & Training Approach
15 Integration Testing – Drives 80-90% of risk post Go-Live
• Most people learn by practicing
• Users are not ready for the post go live environment unless they are willing to say so
• Assessments of people readiness by Managers, Team leaders and HR are key to a successful transition from legacy to the new enterprise application
• Plexlane recommends “train the trainer” approach.
• Our Training and Readiness toolkit includes the “train the trainer” methodology along with processes to organize enterprise training and tracking templates and assessments.
Examples – User Readiness Log
16 Each User has to be tracked for Readiness Assessment
Learn more at plexlane.com U.S. Headquarters Mesa, AZ 85207
+1 602 PLEX 260 [email protected] www.plexlane.com
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India Headquarters Banjara Hills Hyderabad, India
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Infra Management
Our Differentiators
Strategic Services
• Industry Experience
• Business 360° Assessment ModelTM
• plexTransformation ModelTM
• Innovation as a ServiceTM
Projects
• Global Experience • Global Delivery • Breadth of
offerings • plexPMTM
methodology • plexDevelopment
modelTM
Run / Support
• Global Experience • Global Delivery • plexSupport
ModelTM • Innovation as a
ServiceTM
• Build Support Organizations
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plexTransformation Model
plexRFP plexPM
plexERP plexApplication Management
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Intellectual Property driving Rapid Implementations
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