Package Selection and integration - Paradigm Consulting Group Inc

PARADIGM CONSULTING GROUP: when SUCCESS matters

Helping Customers Succeed

PACKAGE SELECTION AND INTEGRATION

An alternative approach


AGENDA

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• Package Selection And Integration• Introduction

• Project Procurement Management

• Procurement Approaches

• Tricks and Traps

• Paradigm Consulting Group Inc.About Us

Accredited Consulting Organization (ACO)

Best Practice Overview

Cabinet Office Experience

Organizational Reference

Training Opportunities

Smart Employee Benefits

Contact Us

Questions

• Copyrights and Trademarks


INTRODUCTION

• Discuss “Buy vs. Build”

• Role of Procurement knowledge area

• Provide process perspective on package/product procurement and integration

• Provide valuable tricks and traps

• Leverage Procurement activities for successful integration

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WHY IS PROCUREMENT IMPORTANT?

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Recent Past / Current

Buy / Outsource

2000’s saw increase in

purchase of ERP

solutions

Business outsourcing

became more prevalent

Buy / Integrate/ Compose

Movement towards

buying and integrating

components and

services

Future

Build

Historically products

and services were built

from the ground up

Historical

Project ProcurementManagement Tricks and Traps

ProcurementApproaches Wrap Up

Questionsfrom the Floor

Introduction


PROCUREMENT MANAGEMENT

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ProcurementPlanning

Determining what to

procure and when

SolicitationPlanning

Documenting

product

requirements and

identifying potential

sources

Solicitation

Obtaining

quotations, bids,

offers, or

proposals, as

appropriate

SourceSelection

Choosing from

among potential

sellers

ContractAdministration

Managing the

relationship with

the seller

ContractCloseout

Completion and

settlement of the

contract, including

resolution of any

open items

Planning Executing

Executing Executing Closing

PMBOK Guide

Planning




Introduction





Introduction

CurrentSituation

Req’ ts

CreateDistributeFormal

RFP

DetailedEvaluation

&Selection

ContractCloseout

CurrentSituationReport

DetailedReq’ts

RFP WrittenSeller

Responses

Seller 1 2 . . . n(Up to Dozens of Sellers)

Tra

ditio

na

l

TRADITIONAL PROCUREMENT METHOD

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Introduction

CurrentSituation


HighLevelReq’ts

DetailedReq’ts

BusinessScripts

ShortListing

SelectionDetailed

FitContractCloseout

Verbal

Responses

Seller 1 2 . . . nVerbal / Written

Responses

& Detailed

Demos

Seller

1

Seller

2Seller

3

SelectedSeller

Demonstration,

Configuration,

Selected

Execution

HighlyDetailedReq’ts

Alte

rna

te

DetailedSpecs

CurrentSituation

Req’ ts

CreateDistributeFormal

RFP

DetailedEvaluation

&Selection

ContractCloseout


DetailedReq’ts

RFP WrittenSeller

Responses

Seller 1 2 . . . n(Up to Dozens of Sellers)

Tra

ditio

na

l

ALTERNATE PROCUREMENT APPROACH

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ContractCloseout

Detailed FitSelection

ShortListing

CurrentSituatio

n

CURRENT SITUATION

• Need to understand business or technology problem

• Need to understand the time, cost and other constraints

• Need to understand current systems or processes– As Is model

• Need to understand company’s willingness and capacity for change

• Need to understand the company’s core competencies

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ContractCloseout


ShortListing

CurrentSituatio

n

SHORT LISTING

• Quickly getting from many alternatives down to a few

• Eliminate the products / packages that are not a good fit– Not about picking winners, but eliminating the losers

• Minimizes your and sellers’ effort if the fit isn’t there

• Use the telephone to ensure common vocabulary and understanding – written responses come later

• Call references for the candidates that could be considered for the short list

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ContractCloseout


ShortListing

CurrentSituatio

n

Successive

levels of

detail

•Define Requirements•Hone Solution

•Evaluate

• Define Requirements• Hone Solution

• Evaluate

• Define Requirements• Hone Solution

• Evaluate

Short Listing

Selection

Detailed Fit

Many down to 3 or 4 Phone Interviews High Level Requirements

3 or 4 down to 1 Demonstrations Site Visits Detailed Level Requirements

Only 1 On Site Highly Detailed Requirements

SELECTION

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SELECTION

Evaluate the “scope” of fit

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Scenario 1 – “80% Fit Disaster”

Product

Overall Requirement

80% Fit

20% Gap

depth of

functionality

range of functionality

Product

Overall Requirement

80% Fit 20% Gap

depth of

functionality

range of functionality

Scenario 2 – “80% Fit Home Run”

ContractCloseout


ShortListing

CurrentSituatio

n


ContractCloseout


ShortListing

CurrentSituatio

n

DETAILED FIT ASSESSMENT

• Also known as Gap Analysis

• Goal is to “finalize” your selection by drilling into each process or function and understand how it will be accomplished using the new product(s)

• Includes estimates for Customizations and Integration Efforts

• Includes Business Process Changes where applicable

• Provides additional confidence that the product will accomplish the goals, within the time and budget suggested

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ALTERNATE PROCUREMENT APPROACH

• Merits– Reduces overall buyer and seller effort and costs

– Reduces risk of an inappropriate selection

– Allows for a more creative solution

• Compromises– Places a high degree of reliance on initial conversations

– May not fit organizational procurement policy

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TRICKS AND TRAPS

• Planning Phase– You aren’t as unique as you think

– You need knowledgeable business representation early

– Contracts take more time than you think • Contracts need input from all disciplines

• Obtain sample contracts early

– Knowledge transfer from seller to buyer needs to be thoughtfully planned

– Engage specialists in leveraging the product to work with you

– Don’t succumb to the urge to just get going – pay now or pay more later

– Check out the financial stability of the seller – don’t just assume

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ProcurementPlanning

SolicitationPlanning Solicitation

SourceSelection


ContractCloseout

Planning Executing

Executing Closing

Planning

Executing


TRICKS AND TRAPS

• Executing Phase– The seller needs to solve YOUR

problems not someone else’s• Maximum 3 days of demonstrations

• Make sure they demonstrate what’s in use, not just R&D

– Honesty with the sellers always pays dividends

– Make sure you see it working somewhere, preferably in 2 places

– Going international? There are things you should know

– Don’t skimp on training

– Centralize the key contact roles on both sides

– Everyone does it a little differently – blended methodology is ok

– Attend user conferences before, during and after

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ProcurementPlanning


SourceSelection


ContractCloseout

Planning Executing

Executing Closing

Planning

Executing


TRICKS AND TRAPS

• Closing Phase– Ensure you have resources

committed to perform contract closing activities

• These tasks often get 90% done and then stall

• Resources may move on to other projects or priorities too early

• Sometimes the project is finished before the contracts are even signed

• Close all items and issue formal acceptance to seller

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ProcurementPlanning


SourceSelection


ContractCloseout

Planning Executing

Executing Closing

Planning

Executing


PARADIGM CONSULTING GROUPABOUT US

• With practices in Regina, Winnipeg and Saskatoon, we employ over 125 staff.

• We offer our customers a wide range of IT and business consulting services.

• Our experience spans customers within several industries, with particular expertise in Healthcare, Insurance, and the Public Sector.

www.Paradigm-SEB.com

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PARADIGM CONSULTING GROUPACCREDITED CONSULTING ORGANIZATION

• We have been awarded the Accredited Consulting Organization (ACO) designation in Project, Program and Portfolio Management!

– Only the second organization in North America.

• To achieve this designation, ACOs have:– Undergone rigorous assessments by a large international organization– Proven their knowledge, experience and communication skills– Achieved high examination scores and passed multiple product knowledge

interviews– Undergone multiple client references

• Which means….– ACOs offer superior standards of consulting services– The robust accreditation process provides assurance that their advice is valid and

trustworthy!

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PARADIGM CONSULTING GROUPACCREDITED CONSULTING ORGANIZATION

• How can this benefit you?

– ACOs have exclusive access to assess organizations using the P3M3 Assessment Tool for:• Portfolio, Program & Project Management Maturity Model (P3M3 ®)

• PRINCE2®Maturity Model

– An assessment will benchmark your program, project and risk management processes and will get you on the right course to ensure the full value of the project is achieved AND sustained.

– An assessment is invaluable whether you are:• in the early planning stages of a new initiative, or

• struggling in the latter stages of an implementation

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PARADIGM CONSULTING GROUPBEST PRACTICES

• Paradigm’s Best Practices provide:– an opportunity for our consultants to share experience and insight.

– strengthening the Paradigm culture and promoting personal and professional growth.

• Best Practices meetings occur weekly and offer an opportunity to connect with team members and clients from other work sites.

• Sharing knowledge and training opportunities within our diverse team helps strengthen Paradigm employees and benefits our clients.

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PARADIGM CONSULTING GROUPCABINET OFFICE EXPERIENCE

• Our consultants have numerous Cabinet Office certifications in:– PRINCE2 ® (Project Management)

– MSP ® (Programme Management)

– MOP® (Portfolio Management)

– P3O® (Project, Programme, and Portfolio Offices)

– M_o_R® (Risk Management)

• We value and encourage continuing learning and certifications, we can proudly state that we have most PRINCE2® practitioners than any other organization in Canada!

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TESTIMONIAL

The Paradigm Consulting Group’s depth of consulting expertise in the area of Project, Programme and Portfolio Management Best Practices is the strongest in Canada.

Their Accredited Consulting Organization designation and over 90 certifications among their consulting staff demonstrates this expertise.

With their depth of experience in PRINCE2, Managing Successful Programs and Management of Portfolios with numerous clients in Western Canada, Paradigm is a

proven and respected leader in this rapidly expanding field.

David Smyth

Marketing Manager, Canada

APMG International

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PARADIGM CONSULTING GROUPCABINET OFFICE TRAINING OPPORTUNITIES

• Paradigm partners with accredited training organizations to offer accredited training in PRINCE2®, MSP®, P3O®, M_o_R® and MOP®, as well as Agile Project Management.

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• Our trainers have years of real life project and programme management experience.• We offer a small class format to verify participants understanding of the content and

progress prior to the course exams.• All courses are independent of each other and there are no prerequisites for any

class.

http://www.paradigm.sk.ca/TRAINING/PRINCE2.aspx

http://www.paradigm.sk.ca/TRAINING/MSP.aspx

http://www.paradigm.sk.ca/TRAINING/P3O.aspx

http://www.paradigm.sk.ca/TRAINING/M_o_R.aspx

http://www.paradigm.sk.ca/TRAINING/MoP.aspx

http://www.paradigm.sk.ca/TRAINING/AgileProjectManagement.aspx


PARADIGM CONSULTING GROUPCABINET OFFICE TRAINING

Contact us at [email protected] for training dates and course information or to register for any of our courses:

– PRINCE2®

– MSP®

– P3O®

– M_o_R®

– MOP®

– Agile Project Management

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mailto:[email protected]


PARADIGM CONSULTING GROUPSMART EMPLOYEE BENEFITS (SEB)

• Paradigm Consulting Group is a member of the SEB Group of Companies.

• SEB is a technology company providing software, solutions and services specializing in managing group benefit solutions and healthcare claims processing environments for corporate, government and non- profit association clients.

• Paradigm & SEB both share a common vision of providing leading-edge business process automation, integration and collaboration solutions to their clients.

• For more information about Smart Employee Benefits, visit

www.SEB-Inc.com

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PARADIGM CONSULTING GROUPCONTACT US

To learn more about us:• Internet: http://paradigm-seb.com

• LinkedIn: http://www.linkedin.com/company/paradigm-consulting-group

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http://paradigm-seb.com/

http://www.linkedin.com/company/paradigm-consulting-group


PARADIGM CONSULTING GROUPQUESTIONS?

If you have any questions about howParadigm can assist your organization, please contact:

Ken Howell, Registered PPM Consultant, PRINCE2\MOP\P3O Practitioner certified, PMP

Vice President, Business Operations

Paradigm Consulting Group Inc.

[email protected]

O: 306-522-8588 x5040

C: 204-999-8555

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mailto:[email protected]


COPYRIGHTS AND TRADEMARKS

All diagrams produced by Cabinet Office and Office of Government Commerce.

PRINCE2®, M_o_R®, MSP®, P3O®, MSP®, MoV® and MoP® are registered trademarks of AXELOS Limited.

All AXELOS Limited product training courses are offered by Advantage Learning UK, an ATO of AXELOS Limited.

Copyright © 2015 All rights reserved.

Reproduction or reuse of this material is strictly prohibited without prior written approval and consent of the Paradigm Consulting Group Inc.

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Package Selection and integration - Paradigm Consulting Group Inc

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Transcript of Package Selection and integration - Paradigm Consulting Group Inc