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Transcript of PeopleSoft Real-Time Enterprise and Business Process Automation -Best Practices for ERP...
PeopleSoft Real-Time Enterprise and
Business Process Automation
-Best Practices for ERP Implementations
PeopleSoft Global Services
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
Agenda
Introductions
ERP Implementation Objectives & Challenges
PeopleSoft Consulting ERP Solutions
ERP Consulting Strategy
Summary
Q & A
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
Agenda
Introductions
ERP Implementation Objectives & Challenges
PeopleSoft Consulting ERP Solutions
ESA Consulting Strategy
Summary
Q & A
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
ERP ObjectivesReduce Costs
Travel and expense reduction Streamline procurement of external services Better management of projects Financial insight
Increase Productivity Put the right people on the right jobs Increase utilization of those resources Automate and streamline administrative tasks
Improve Results Financial and workforce performance Visibility into project success Increase revenue recognition opportunities for billable organizations -- can bill earlier, faster For internal organizations, timely and accurate cost allocations Reduce total cost of ownership
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
Challenged with Enterprise Pain PointsProfit Pains:
Increasing revenue Reducing costs
People Pains: Recruiting new talent Retaining talent Managing contingent workforce Retooling the workforce based on market needs
Process Pains: Automating all of the service delivery processes Ability to report on and analyze the enterprise Planning and bidding on engagements Accurately forecasting sales / resource planning Quickly starting new lines of business or reacting to
M&A activities Leveraging knowledge of prior service delivery
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
Incomplete requirements Lack of user involvement Lack of resources Unrealistic expectations Lack of executive support Changing requirements / Scope
Adapted from study by the Standish Group
Typical Implementation Challenges
What are the top causes of customer implementation delays/overruns?
Project objectives not fully specified (51%) Bad planning and estimating (48%) Technology new to the organization (45%) Inadequate/no project management methodology (42%) Insufficient senior staff on the team (42%) Poor performance by suppliers of HW/SW (42%)
Adapted from study by KPMG
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
Additional Challenges of Implementing ERP Solutions
Integrated, Enterprise-wide, Collaborative Processes for end-to-end services automation
Risk Exposure Internal operations and intellectual capital
Budget / headcount limits for internal project Need for an objective 3rd party to run the
implementation and provide input on best practices for ERP processes
Global requirements support
Lack of ERP-specific experience
Technology to support the processesMultiple vendorsRealizing strategic ROI quickly & throughout
implementation
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
Agenda
Introductions
ESA Implementation Objectives & Challenges
PeopleSoft Consulting ERP Solutions
ESA Consulting Strategy
Summary
Q & A
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
Save time
Save money
Improve results
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
Building the Framework
ProjectProjectCharterCharter
Roles & ResponsibilitiesRoles & Responsibilities
Mission StatementMission Statement
Project ObjectivesProject Objectives
Scope StatementScope Statement
Risk FactorsRisk Factors
Project PlanProject Plan
… … plus Project Measurements plus Project Measurements and a Go-Forward Strategyand a Go-Forward Strategy
… … plus Project Measurements plus Project Measurements and a Go-Forward Strategyand a Go-Forward Strategy
Team Education PlanTeam Education Plan
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
Sample Project Organization Chart
P roject S p on sor
O rgan iza iton a l C om m u n icaitonO rgan ization a l C h an ge M an agem ent
P roject A d m in
R esou rce C oord in ationM eetin g/T rain in g S ch ed u lin g
U ser A ccep tan ce T est L ea d
P ara llel testin g L ead
S ystem testin g L ead
P erform an ce testin g L ead
In tegration L ead
B y M od u le w /In terface
T est L ead
D efin e E n viron m en t N eed sT estin g Issu e/Resolu tion
F u n ction a l G L F u n ctional A P /PO
T rain in g L ead S ystem M aster E xp ertsC on figu ration
F it/G ap
R ep ort L ead S ecu rity /W ork flow L ead
F u n ction a l L ead
F in an cia ls
C on vers ion
C on vert from L egacy S ystem
C u stom ization L eadP rogram s, P eopleT ools , O b jects
R ep ortsU p d ates /F ixes
D B A 'sT u n in g
In terface L eadIn b ou nd /O utb ou nd
Im p lem en tation L eadC u t-over P lan & E xecu tion
P rod u ction R ead in ess
S ys O p erationsO p eration s , N etw ork , W eb
S ystem Ad m in istration , P IAS ystem A rch itectu re
T ech n ica l L ea d
C h an ge C on trol E n vorn m entC od e W alk T h ru C oord in ation
P roject M an ager
P roject P lanP roject B u d get
P eop leS oft P roject M an ager
B est P ractice P roject E xp erien c eP rod u ct E xp erien ce
S teerin g C om m ittee
Issu e/Resolu tionG u id an ce/D ecis ion /R esou rce A lloc.
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
EXPERTISENo one can implement, optimize or
upgrade PeopleSoft ESA better than PeopleSoft
SPEEDMethodologies, packaged services, training and
parallel deployment enable faster, lowerrisk implementations and upgrades.
COLLABORATEWith our customersWith our partners
VALUE
EXPERTISENo one can implement, optimize or
upgrade PeopleSoft ESA better than PeopleSoft
SPEEDMethodologies, packaged services, training and
parallel deployment enable faster, lowerrisk implementations and upgrades.
COLLABORATEWith our customersWith our partners
PeopleSoft Consulting
ON TIME, ON BUDGET, FULLEST FUNCTIONALITY
EXPERTISENo one can implement, optimize or
upgrade PeopleSoft ESA better than PeopleSoft
SPEEDMethodologies, packaged services, training and
parallel deployment enable faster, lowerrisk implementations and upgrades.
EXPERTISENo one can implement, optimize or
upgrade PeopleSoft ESA better than PeopleSoft
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
Agenda
Introductions
ESA Implementation Objectives & Challenges
PeopleSoft Consulting ESA Solutions
ESA Consulting Strategy
Summary
Q & A
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
Key Enterprise Service Automation Processes Reduce Costs
Travel and expense reduction Streamline procurement of external services Better management of projects Financial insight
Increase Productivity Put the right people on the right jobs Increase utilization of those resources Automate and streamline administrative tasks
Improve Results Financial and workforce performance Visibility into project success Increase revenue recognition opportunities for billable organizations -- can bill earlier, faster For internal organizations, timely and accurate cost allocations Reduce total cost of ownership
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
ResourceManagement
HumanResources
Payroll
Projects
Contracts
Expenses
Billing
Receivables
Payables
Travel
GeneralLedger
ExpenseReimbursement
CompetencyData
EmployeeData
EmployeeData
EmployeeData
EmployeeData
Revenue
Adjustments
ExpenseReimbursement
Assignment
Assignment
Contracts
ProjectsItems for Billing
Or Revenue Recognition
ProjectValues Expense &
Time Actuals
Itineraries
Adjustments
Billing Data
ESA Integration vs. Implementation
Great for integration, not implementationsGreat for integration, not implementations
What does this mean to Me ?
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
Sa
les
/Ac
co
un
tM
an
ag
em
en
tP
roje
ct
Ma
na
ge
me
nt
Re
so
urc
eP
roc
ure
me
nt
& M
an
ag
em
en
tC
on
su
ltin
g(C
on
tra
ct)
Ad
min
istr
ati
on
UpdateSkills/
Resumes
UpdateSkills/
Resumes
ManageResource
Development
ManageResource
Development
SellServices
SellServices
CreateContractCreate
Contract
CreateProject
Plan
CreateProject
Plan
Identify/Request
Resources
Identify/Request
Resources
CreateServiceOrder
CreateServiceOrder
Source/Propose
Resources
Source/Propose
Resources
SubmitTime &
Expenses
SubmitTime &
Expenses
PerformProjectTasks
PerformProjectTasks
ManageProject
Deliverables
ManageProject
Deliverables
GenerateInvoicesGenerateInvoices
ManageReceivables
ManageReceivables
ManageCustomer
Satisfaction
ManageCustomer
Satisfaction
AnalyzeProject
Profitability
AnalyzeProject
Profitability
AnalyzeResourceUtilization
AnalyzeResourceUtilization
AnalyzeSales
AnalyzeSales
AnalyzeProfit/Loss
AnalyzeProfit/Loss
AnalyzeWorkforceAnalyze
Workforce
Identify/Track
Opportunities
Identify/Track
Opportunities
Best Practice Business Process Flows
Assignment Bidding
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
PeopleSoft Consulting Advantages
ESA Implementation Planning and Strategy Workshops
ESA Executive Strategy Workshops
Services for profitability analysis
Process for knowledge and risk management
Resource Management expertise
Services for HRMS / Competency Management
Partnerships with Success Factors, Skillscape
Services for implementing Service Procurement functionality
Business Development expertise
Services for eSales
Best practices for Enterprise Services Automation
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
PeopleSoft Consulting Implementation Strategy
Implementation Considerations
What is so different about ERP implementations?
Internet Strategy- Portals to Citizens-PIA-No Code on Client and ROI: Total Cost of Ownership
Efficiency vs. Effectiveness
Consistency
Core Business Requirements
Control Data Synchronization
ESA Reference Model
Implementation Strategy Priorities
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
Key Implementation Focus Areas
Reduce Costs
Increase Productivity
Improve Results
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
Key Implementation Areas and Risk Factors
Focus Areas:
User Setup
Requisition Process
Supplier Setup
Supplier Collaboration
Setup Active Contractors
Financial Settlement
Reporting
Risks without PSC:
Maverick Spending
Operational Inefficiencies
Lack of User Adoption
Data Synchronization Issues
Ineffective Supplier Management
Inability to Track and Utilize Quality Resources
Inaccurate Tracking of Services Spend
High Exposure to Profit, Process, and People Pains
Service Procurement - Cost Control
Example: TEA
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
Texas Education Agency
Comprises a network of more than 1,200 school districts that serve more than four million students across the state PeopleSoft ESA - Services Procurement CRM, Portals, Financials, EPM solutions
Integrated solution to address a specific business need Automate and manage service suppliers Improve operational efficiency for procuring outside
services Continue leading edge position in their industry
Texas Education Agency
Customer
Scale
Products
BusinessGoals
BenefitsTo be Gained
Streamlined procurement processes Visibility into services spend and activity Better utilization of preferred suppliers Improved communications with service suppliers
PeopleSoft Consulting
PSC Services Implementation Planning and Strategy Workshop Full implementation services - Planning to Deploy
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
Focus Areas:
Employee retention and utilization
Grow workforce skills and competencies
Building best practices
Control time and budget
Match skills to projects
Retain workforce
Risks without PSC:
Inconsistent practices
Inaccurate tracking of time and budget
Inefficient/poor matching of staff to projects
Low utilization rates
Lost revenue
Inability to ensure your projects are staffed with the right resources
Employee retention issues
Key Implementation Areas and Risk FactorsIncrease Productivity - Service
Optimization
Example: BEA
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
BenefitsTo be Gained
BEA Systems, Inc. One of the world’s leading e-business infrastructure software companies. More than 9,400 customers, including the majority of the Fortune Global 500.Over 3,000 employees in 34 countries globally; $1B revenue. 500+ consultants HRMS Financials: GL, AP, AR, AM, Order Management ESA: RM, Contracts, Projects, Expenses, Mobile T&E, Billing
Integrated solution for BEA Professional Services Automate Professional Services business processes Improve operational and financial information
availability A foundation for global standardization of resource and
engagement management
Streamlining business processes Optimizing assets
BEA Systems, Inc.
Customer
Scale
Products
BusinessGoals
Functional expertise and project guidance
PeopleSoft Consulting
PSC Services
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
Focus Areas:
Billing and receivables collection
Customer satisfaction
Operational efficiency
Effective integration through
the enterprise
Establish billing and revenue plans
Invoice review process
Manage AR turnover
Key Implementation Areas and Risk Factors
Improve Results - Service OptimizationRisks without PSC:
Increased risk and cost in service delivery
Financial and workforce under performance
No visibility into project success/failure
Decrease in revenue recognition opportunities for billable organizations -- billing delays
For internal organizations, untimely and inaccurate cost allocations
Increase in total cost of ownership
Faulty management of projects
Unclear financial insightExample: Fedex
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
FedexFedEx Corporation provides integrated transportation, information, and logistics solutions through a powerful family of companies that operate independently yet compete collectively.
Already have Financials, T&E Projects - new win in Q3 2001 T&E expansion, including mobile
A $20 billion global enterprise; > 215,000 employees and contractors. Continues to invest about $1.5 billion each year in the best I.T. people and information technology.
Need an enterprise-wide view to better manage projects
Improve ability to determine most valuable projects to the organization during project planning process
Visibility into project health and execution Understanding of the value each project adds to
enterprise Optimal alignment of resources to project portfolio Reduced risk
Customer
Scale
Products
BusinessGoals
BenefitsTo be Gained
PeopleSoft Consulting
PSC Services
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
PeopleSoft Consulting Strategy of Proven Tools & Methodology
Compass MethodologyProject ManagementQuality Assurance Life Cycle ImplementationsBest Practices/Procedures
Full Life-Cycle SolutionsMaximum Value ContributionsProvide Responsiveness to Client Needs
Business Development Organization
Experienced, Certified ConsultantsFunctional and TechnicalImplementation and Upgrade LabsPackaged ServicesASP, eCenterAccelerated ESA
Delivery OrganizationProfessional Development
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
Client Lifecycle Services
Implement
Implement
Value Realization
Optimize
Optimize
Upgrade
Upgrade
Client Knowledge
Compass Methodology
“No matter where you are or where you want to go, we have a Compass and a
Roadmap to get you there.”
Three Roadmaps: Implementation Services Roadmap
Optimization Services Roadmap
Upgrade Services Roadmap
Each Roadmap contains: Project Management Services
Milestone Review Services
Compass Methodology
Value Impact Packaged Services
Do You Need a Proven Way to Deliver Results?
Implement
Implement
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
Client Lifecycle Services - The Implementation Roadmap
PlanningStrategy Structure ConstructTransition Deploy
VIPS -Value Impact Packaged Services
Milestone ReviewServices
Compass Methodology
Project Management Services
StrategyActionReview
PlanningActionReview
StructureActionReview
ConstructionActionReview
TransitionActionReview
OptimizationActionReview
End User Training
Accelerated Update
Batch Enhancement
Jumpstart
Extended End-User Training
Accelerated Update
Performance Tuning
Production Readiness Assessment
Performance
Monitoring
Performance
Enhancement
Production Transition Support
Continuous Learning
Post Implementati
on Audit
Architecture Jumpstart
Certified Installation
System Audit
Extended Certified
Installation
Implementation Team
Training
eBusiness ArchitectureAssessment
Implementation Team
Training
Training Strategy
Technology Strategy Analysis
Implementatin Value Analysis
Executive Strategy Workshop
Implementation Planning and
StrategyWorkshop
eAssessment
Implementation Training
Plan
Implementation Planing Workshop
Reference Model
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
PlanningStrategy Structure ConstructTransition Deploy
Parallel Deployment Implementation Services
VIPS - Value Impact Packaged Services
Milestone ReviewServices
Compass Methodology for Upgrades
Project Management Services
New eBusiness Implementation
StrategyActionReview
PlanningActionReview
StructureActionReview
ConstructionActionReview
TransitionActionReview
OptimizationActionReview
Parallel Deployment
Technical Upgrade
Upgrade Training Plan
Parallel Deployment
Plan
Technical Upgrade Plan
Customization Analysis
End User Training
Accelerated Update
Application UpgradeJumpstart
Batch EnhancementJumpstartArchitecture
Jumpstart
Certified Installation
System Audit
Extended Certified
Installation
eBusiness Fit/Gap
Interface Analysis
Implementation Team Training
eBusiness ArchitectureAssessment
Extended End-User Training
Accelerated Update
Performance Tuning
Production Readiness Assessment
Performance Monitoring
Performance Enhancement
Production Transition Support
Continuous Learning
Post Implementation
Audit
The PeopleSoft Upgrade Services Roadmap
Training Strategy
Technology Strategy Analysis
Implementatin Value Analysis
Executive Strategy Workshop
Implementation Planning and
StrategyWorkshop
eAssessmentReference Model
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
InternetEmployeeEmployee
PortalPortal
CustomerCustomerPortalPortal
Internet Architecture
eBusiness ApplicationseBusiness Analytics
PeopleSoftPeopleSoftePro & sProePro & sPro
Turning Technology into a Collaborative Advantage
•eTravel, eBenefits•T&E, HR self-service•Management information
•Bill presentment•Time & expense detail•Project collaboration
•People Marketplace
•MRO eProcurement
•Vendor self-service
SupplierSupplierPortalPortal
What Technology Can You Exploit?
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
Agenda
Introductions
ERP Implementation Objectives & Challenges
PeopleSoft Consulting ESA Solutions
ERP Consulting Strategy
Summary
Q & A
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
The Nature of the Problem
Time
“Perceived”
WAKE-UPZONE
“Real”
DANGERZONE
Ris
k
Cumm.Cost Resources
Project Start Project Live
Perception and Response Time
75% of cost committed
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
Why PeopleSoft Global Services
Largest support services offered including: 2300 Consultants and Project Managers Customer Care Global Support Center 24x7 Customer Connection Regional User Groups / Special Interest Groups
Most comprehensive learning options with Education and Training Services including: Classroom training Knowledge Center CDROM and computer-based training End-User training kits
Worldwide Training Centers and classrooms
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
Agenda
Introductions
ESA Implementation Objectives & Challenges
PeopleSoft Consulting ESA Solutions
ESA Consulting Strategy
Summary
Q & A
PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.
Next Steps ...
Business Drivers and Business Case and ROI
GFOA, Gartner, SEI
Executive Strategy Workshop
Implementation Planning and Strategy Workshop List of your organization’s major business objectives An understanding of the scope of the changes A strategic investment model A draft project charter A high-level project plan with key dates and
deliverables defined