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TROUBLESHOOTING PROBLEMATIC ERP IMPLEMENTATIONS HOW TO EXAMINE PROCESS ROLES

by | Jan 24, 2016 | ERP Implementation

If your business is looking for the best team to assess a faulty Business Process Implementation, look no further.

Quite often, we at EstesGroup get called upon to assess (read: consult upon) a deficient ERP system. The scenario goes something like this:

A client comes to us knowing that something is amiss. Their ERP solution doesn’t function the way its implementers promised it would. Perhaps reporting features have stopped working, or information isn’t available in real time. Perhaps processes that the system should track aren’t falling into the workflow. Maybe information that should be available throughout the entire organization only filters down to a few departments.

While the specifics differ on a case-by-case basis, the core situation stays constant:

Clients contact us because their ERP system fails to meet expectations, and inefficiencies should not be the product of Business Process Reengineering.

Always remember: The ERP solution that’s the right fit right for your business should solve problems, not create them.

Having troubleshot many such cases, EstesGroup knows there are three general culprits for malfunction:

  1. The chosen software may not have been a good fit for the business in the first place.
  2. The implementation partner may not have had the capabilities or the understanding of your business to deliver the system with proper due diligence.
  3. The problems might be produced internally. Meaning that the enterprise’s workflows doesn’t correlate to streamlined expressions in their ERP solution.

Each times EstesGroup consultants on a standing Business Process Implementation, we begin by examining the project’s four Project Roles. These include:

 

Executive Sponsorship

Does the project have an informed patron or patrons at the executive level who understand the importance of an ERP system? Are these individuals willing and able to marshal and commit the resources required to make the proper implementation viable? Without an engaged and motivated executive sponsor – someone who can marry the organization’s vision to its expression in Enterprise Resource Planning software – most ERP implementations can and will fall flat on their faces.

 

Project Organization

The structure of a project is critical to its success. EstesGroup examines the implementation team’s reporting and documentation protocols to see if these workflows allowed errors to occur and breed during business process construction. In essence, we’re looking to see if the organization was set up to support a proper implementation in the first place. If it wasn’t, we’ve found a likely place to begin making recommendations.

 

North Star Principles

Structure is dictated by vision. Does anyone jump in their car and try to get someplace specific without having directions? Of course not. That sort of thinking defies logic. ERP implementations are no different. You have to have a clear idea of where you want to go before you can get there. Clear ideas of what constitutes success are what we at EstesGroup define as your organization’s North Star principles. Please note that North Star principles extend far beyond ordinary project metrics like accomplishing the implementation on time and at or under budget. Rather, they encompass the expected outcomes that made you want to undergo Business Process Reeingeering in the first place: the expected outcomes by which (and only with which) your organization will consider its ERP implementation a success.

 

Proper Resources

A lack of proper resources is the number one reason we at EstesGroup see most ERP implementations fail. Did the client organization allocate the proper personnel to the implementation? Did they give them enough bandwidth to function properly (time, budget, and oversight)? Did they build in phases to model each workflow properly before setting it in stone?

This blog series will examine each of these Project Roles in turn, and other factors that equate to a successful ERP implementation.

Click here to read
TROUBLESHOOTING PROBLEMATIC ERP IMPLEMENTATIONS
PART TWO: THE UNDERLYING ASSUMPTION FOR SUCCESS

YOUR ESTESGROUP ERP IMPLEMENTATION TEAM

by | Jan 13, 2016 | ERP Implementation

You’ve probably heard that it takes two to tango. And you know what that means:

A successful working relationship requires that each partner works toward a common goal, and understands which tasks they’re individually responsible for so the team can meet that goal.

Effective collaboration can only occur once these two conditions are met.

So what are the responsibilities we expect from your implementation team and ours in terms of developing a successful ERP implementation methodology?

Let’s first deal with roles and responsibilities for the EstesGroup side of our ERP implementation team strategy.

Your enterprise will always enjoy the direct involvement of our Vice President of Professional Services, who will always have one simple but important responsibility: to make sure that your firm becomes an enthusiastic reference for other prospective customers.

We want your project experience to be so good that you run out and tell all your peers about what great work we did. That our ERP implementation methodology broke down all the growth barriers you were experiencing and took all the pain out of your ERP implementation. Over the years, we’ve found that, when we guide our actions by this simple northstar principle, everything else that must happen to create a successful ERP implementation team strategy falls into place.

As part of our ERP implementation team strategy, your implementation will be led by our hand-picked Project Manager on a day-to-day level. The Project plays a very important role. He or she sets the ERP implementation methodology beat to which both your implementation team and ours will march toward success.

A big part of his or her job is keeping your team several steps ahead of the ERP implementation methodology. Doing this allows you to participate more fully in the ERP implementation. In the long run, it also saves time and creates a less ambiguous, more enjoyable. project environment.

Specific responsibilities of your Project Manager include:

  • Teaching your enterprise how to get the most from our 5-stage methodology
  • Monitoring methodology adherence
  • Defining project goals and objectives
  • Providing regular feedback
  • Participating in stage reviews
  • Executing project plans

Finally, our Customer Core Team will execute the mechanics of your implementation. As part of our ERP implementation team strategy, we only select core team members who get a buzz out of problem solving. These are seasoned professionals who think constantly about how to best model your enterprise processes to secure and advance your company’s competitive edge.

Specific responsibilities of your Customer Core Team members include:

  • Following the methodology plan as led by the Project Manager
  • Executing all individual tasks with the skill required to maximize the overall implementation
  • Participating fully in the proof of concept and all subsequent reviews
  • Preparing and reviewing policies, procedures, and data conversion
  • Documenting progress
  • Training end users and co-workers
  • Presenting stage reviews

Click here to read:
SUCCESSFUL COLLABORATION PART TWO:
YOUR COMPANY’S  IMPLEMENTATION TEAM

Give us an hour of your time, and we will make a difference in your business process.