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Baseball America’s Pastime and the ERP Business

Baseball America’s Pastime and the ERP Business

The season is in full swing and I can’t help but compare the ERP business to America’s pastime.

Baseball isn’t always the most exciting thing to watch unless you’re a die-hard fan. Working on your ERP in many ways is the same … Unless you’re in it for your career it’s just not as alluring from the stands, but both are magical when everything is clicking.Baseball, while a team sport, always sets people apart in individual settings. It’s just the pitcher against the batter and when he makes contact the focus quickly shifts to the player that has to make the play. In ERP the same happens. The focus is intense on processes but can

very quickly shift in a moments notice. ERP teams have to work together to cover all of the holes and are always looking to minimize risk. Sometimes the pitcher just doesn’t have his best stuff and the manager has to get the crook out and yank him. Project team members can have the same struggles and quick moves can save the game and it doesn’t mean that they’re getting shipped back to the minors.
Implementing ERP is an intense job for all involved. A strong manager is required on both sides to make the game memorable. Who do you want running the show? What version of the game do you want to be a part of? Good balance and solid teamwork is infectious and makes everyone play to a higher level. Bring a sports mind into your next ERP meeting and see if you notice a difference.

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MATT THOMPSON
Vice President, Professional Services
[email protected]
Direct: 941.302.6510

The 10 Principles of ERP Selection Success & How to Apply Them: Take Action!

The 10 Principles of ERP Selection Success & How to Apply Them: Take Action!

Goal #3 in Selecting Your The Best Enterprise Resource Planning(ERP) System: Take Action
The 10 Principles of Success

We continue to delve into the ERP Selection process with the 3rd Goal for Success: Take Action!

The 10 Principles of Success are:

1. How You Think is Everything! 

  • Always be positive.
  • Think success not failure.
  • Be aware of a negative environment.

2. Decide on What Your True Goals Are!

  • Write down what your specific goals are.
  • Write down a plan/time line in how to obtain your goals.

3. Take Action!

  • Goals/Plans are nothing without action.
  • Don’t be afraid to get started – “Just Do It”, it doesn’t need to be perfect to start, nothing ever is!

4. Never Stop Learning!

  • Get on-going training so use to better your organization.

5. Persistence and Hard Work Pay-off!

  • Success is a marathon, not a sprint.
  • Never give up on the goal/plan that you created in number 3 above, original or revised!

6. Learn How to Analyze the Details!

  • Get all the facts/input you can – Learn from your mistakes.

7. Focus Your Time and Money!

  • Don’t let other things and people distract you!

8. Don’t be Afraid to Innovate and Change – Be Different!

  • Following the way that it’s always been done is a sure way to achieve nothing.

9. Communicate and Deal with People Effectively!

  • Learn to understand what motivates the people you work with and what they need to be successful. No person is the organization or is indispensable.

10. Be Honest and Dependable!

  • Take Responsibility – Otherwise 1 through 9 above won’t matter.

As a disclaimer, these 10 Principles of Success come from Investor’s Business Daily (IBD) newspaper aimed at helping stock market investors understand what good growth stocks to invest in, based on what the current overall market conditions are.  EstesGroup believes that a company can apply these 10 Principles of Success to ERP systems; that is selecting, implementing and using them.
How does the 3rd Principle of Success apply to:

Choosing the Right ERP System for Your Business?

Principle # 3:  Take Action!

It really is true, establishing Goals (as discussed in Principal #2) and doing nothing about it is discouraging, unproductive and quite frankly a waste of company time if you don’t take the next step and start reviewing ERP systems that are sold to your industry.  Remember, the overall Goal of going through the process of selecting an ERP system is to be a better company.

So how do you start, if you have no idea of what ERP systems are available to review?  The “Do It Yourself” answer is to Google ERP systems for whatever industry your company is in.  Your search most likely will provide you with 4 to 5 names (if not more) of ERP systems that are sold to your industry.  This isn’t a very sophisticated approach, but it’s a start that really doesn’t cost your company anything.  What next, go through each and every ERP system website, carefully reading the information that’s provided, taking detailed notes along the way.  Download whitepapers and literature as well as review any online webinars the ERP developers/publishers offer.  By the end of this process (maybe a week or 2 at the most) you’ll have a pretty good idea of what ERP systems your company will want to start a detail review of.  In doing your own ERP system research add to the “To Do” list to contact your industry trade associations to find out what other companies in your industry might be using or would recommend.

If you don’t like the “Do it Yourself” approach to selecting an ERP system or you don’t have anyone in your organization that has the time or inclination to do this type research, it’s time to think about hiring an independent ERP consulting company to help you.  How do you go about selecting and hiring the right independent ERP consulting company to help you find the right ERP system?  Same process as above, Google (Independent ERP Consultants), trade association(s), other businesses in your industry that you’ll be able to find some information.  Once you have four to five names of consulting companies that you want to talk to, you’ll want to interview each of them.  This will help you determine how well they know your industry, what ERP systems they might initially recommend, what their ERP system review process is, how much time and money it will cost and if they can provide you a few references of similar companies they’ve helped.  Make sure they provide you with a written estimate of time, their rate, the specific review process they’ll be following (w/dates of completion) and whom from your organization they will need to involve (with the hours they will need them).

Now what?  Take the written “Goals” (established for the 2nd Principle) and send it to the ERP Developer/Publisher(s) or Independent ERP Consultants you researched to get their overall written input on why they feel their system or service might be the right fit for your business.  Again, there isn’t anything that magical that happens with this step other than if you don’t get any feedback from your request you know they aren’t interested in your business and you can concentrate on the ones that did respond.

The last basic “Take Action” steps at this point might be to simply a) establish a ballpark budget, put together your ERP system review team, establish a date for when you’d like to complete your ERP system review and start scheduling overview demonstrations with the ERP Developers/Publishers of choice (if you’re going to take the “Do It Yourself” approach).

If you feel your company needs to have your ERP system “GOALS List” reviewed or polished up for completeness prior to looking for your next (or first) system, you can always look at using a professional consulting organization (i.e. EstesGroup) that knows your industry and what GOALS your business should expect by using an ERP system.  A hint in how EstesGroup accomplishes the GOAL setting process for selecting an ERP system revolves around our industry experience and how we conduct our Business Process Reviews.   For more information on this, please leave your name and email address below and we’ll have one of our industry experienced sales people share that with you.

Now that you are taking action in your ERP selection process, we will move onto our next priniciple of success: Never Stop Learning.

We would love to talk with you about HOW to take the right action in your ERP selection process. Pick up the phone and call 1 888 300 2340 and together we will:

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Roles and Responsibilities Cliff Notes | Estes Group | Matt Thompson

Hey, gang. Welcome to Project Roles and Responsibilities, the Cliff Notes Version. We’re going to get started here and just kind of run you guys through hopefully in three minutes or less some of the key roles and responsibilities you need on your ERP successful project.

Number one, you need an executive from the client side to be able to understand your business goals and be able to support and establish whatever that project, plan, scope and any resources that need to happen on that side to ensure that you have that good success.

Your client side project manager as well needs to be able to understand the methodology, your goals and objectives that you need, who are the key people on your project team and being able to help motivate and help move things along so that that project thing gets executed and you stay on time, on task and on budget.

Your Estes Group consulting team, they need to be able to follow what that scope is that you have, be able to execute to those assigned tasks, but most of all, they’re there to teach you the software. They’re there to be able to figure out your business problems and be able to solve those problems with ERP solutions in the form of end user procedures at the end of the day.

That way you can map over all of those new processes into your new software package as cleanly and successfully as possible with the understanding that your team of consultants is going to provide you with the best possible solution with the least amount of inefficiencies as possible at this point in time.

So your customer side, what is all about you guys here and what should be expected of you, right? So customer executive sponsor, person needs to be well informed. They need to be the one that’s setting the ultimate goals and objectives. Odds are they’re the ones that are pulling the trigger at the end of the day saying here’s the reasons why we’re going to a new ERP software or we’re upgrading our ERP software.

Yes, it’s going to be painful. We understand that, but here are the reasons why. Here’s the scope in which we need to do that. Okay, team, you’ve got the ball. Go and run with it. Let me know what you need. I’m here to make it happen, and they’re there to celebrate when you do make it happen.

Your steering committee, made up of all the business leaders that are most likely responsible fiscally for each of the different functional areas of your business. That may be by product line. That may be by functional area. There’s several different dividing lines that we’ve seen businesses divide those up by, but the key there is, is your steering committee is going to make sure that any conflict or any different decisions that need to happen come up to them, they’re able to help resolve those issues, whether it be resources, whether it be scope, whether it be just process decision, and be able to help things move along their way.

Your customer project manager, this person is there to basically be a task master. They’re going to be tied to the estes group PM. They’re going to be following that methodology and they’re making sure that everybody does their homework, it’s on task and it’s with the right amount of time that needs to be dedicated to it to ensure that we’ve got quality and success that’s going to come out of that. They’re also there to be able to report up to the steering committee anything that needs to happen and go from there.

Now the majority of the folks are right here in the customer core team. So that core team is made up of your unit managers that have to build and decide on all those processes that need to be mapped in. They’re working directly with the consultants, with the problems, with the puzzles, helping resolve those, document it, and ultimately train the end users at the end of the day.

So, folks, I know that was the Cliff Notes version, very quick. There’s a longer video out there that goes into a lot more explanation. Feel free to take a look at it. This one was just designed to be a real quick teaser to give you a guys an understanding of what kind of roles and responsibilities we see and how we see that they’re important.

So feel free. Start a conversation with us, estesgroup.com/askanexpert, [email protected] via email, Facebook and Twitter, Linked In, all the social media, make sure you get in touch with us out there. You’ll see any of the new stuff that’s coming up. Facebook.com/estesgroup is where our page is at. Hit us up at estesgroup on Twitter, amd LinkedIn.com/company/estestgroup and you’ll find our business page out there on LinkedIn.

Thanks, guys, very much for your time. Looking forward to hearing from you in that conversation.

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Peak Methodology Cliff Notes | Estes Group | Matt Thompson

Hey, everybody, Matt Thompson here with the Estes Group and going to run you through just the Cliff Notes version of what peak methodology is, how we approach it and why it’s good for projects.

So what is our approach to Peak Methodology?

It’s made up of really a best practice model that consists of three different things, number one being our methodology itself which is a five-stage methodology made up of prepare, educate, architect, validate and stabilize. It’s a hybrid methodology that brings in some traditional waterfall, breaks into some agile methodologies where we sprint things out and then we go back into that traditional waterfall for the validate and stabilize.

We also incorporate that in with a lot of fact finding and understanding that rolls into your statement of work, and we couple all of that experience that comes at you from not only years of experiences of our own folks and our own team and Estes Group itself, but also thousands and thousands of projects that are backed by Epicore and our certification that we have with them.

So how do we break that down?

Prepare, we want to establish that project scope. We want to really get the understanding of our schedule and resources on both internal and external, and all of that comes out and culminates through the project plan development. We use an online project planning tool so that you have full visibility to that any time, real time, all the time.

All of that comes out through our best practice reviews. So what we do is we engage with you guys, we come out, we take a really good look at the business, we go through some in-depth workshops and we come out of that understanding what the scope of the project needs to be, what are the key processes, the Achilles’ heels that we are going to see for your business, for your project, because every single one is different, so we attack it in that way.

Then we go into education. Key thing here, core module education. We’re level setting vocabulary. Consultants tend to speak Klingon and clients tend to have their very own language that they’d developed over the years, so we need to level set that so that we can have good, beneficial, architectural conversations coming up.

So here’s where we then break in and we do the architecture prototyping of your project, and this is where we take that spin and we go into agile. So we break that down towards nice and neat monthly springs. So every month you go through the exact same processes as you did the month prior, so you know you’re going to be launching a spring. You’re going to be working through data migration for the activities within that sprint, and you’re going to be finalizing processes by the end of the month for that sprint, and anything else that shakes out of that is coming out into a development track on the side, might need customization, custom reports, dashboards, those kinds of things, right?

So the idea here is though is it creates consistency, repeatability and a really clear understanding of exactly how you’re going to take all of those bites out of that whale of an ERP project. We document all of those results through workflow in the EUPs, so if you use Exall  and EKM, you’ll know exactly what I’m talking about there for those tools. Otherwise, we have some other tools available through different Excel templates called biostream scripts  and those kinds of things and those kinds of things and then EUP templates to make sure you’re documenting every last procedure. Click here, save here, do what you need to do there and then go. Key is you’re go live ready at the end of this stage.

So then we break that down and we go into validate. We want to make sure that you’re doing a full dress rehearsal here. That includes a cutover process. That’s different than a lot of other folks in how they approach it out there, so make sure you understand how you’re going to prove that you are ready for go live and proving it is the most important step, because if you don’t and you try to just go live, never seen one of those be successful, right? So make sure you go through… you do the dress rehearsal, you know what’s going to happen and then odds are for go live day, you’re going to be really prepared for what might happen.

So when you do all that it just goes right into stabilizing. So it should be a very natural cutover and transition at that stage of the game. You have final training that needs to be caught up. You go live. You stabilize the system where we’re monitoring, we’re helping, any of the little things that pop up here and there, we’re helping troubleshoot and triage, but very typically at this stage of the game it gets to be pretty light.

So Estes Group is tailing off drastically at this stage of the game. You guys are ramping up, and you’re starting to see that ROI because money is not going out the door; you’re using the system now for good information on what you’re doing.

So with that, start a conversation with us. Love to hear from you. Love to hear what your thoughts are on the methodology and what you just saw here today. There is a longer version of this out there so if you want to hear in more detail and more of what my thoughts are on the project methodology, by all means take a look at that video, go on to our YouTube channel and you’ll be able to find that.

You’ll also find it on Facebook, Twitter, LinkedIn and start conversations with us. You can hit us up on any of those three at any point in time. I pretty well monitor them real time and as well hit us on our website. Ask an expert comes directly into my inbox. I’ll be glad to talk you with you about any of your questions you may have and then as well [email protected] is monitored by several of us here, and any one of us will be happy to get back to you as quick as we can. Thank you guys very much. Looking forward to the next one.

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