(Why and ) How we made M3 implementations predictable

Lars SteenBusiness Area Mgr iStone M3

iStone – At a glance….

Growth 2012

We maximise the value of our customers business solutions

iStone M3

Local presence – Global Operations

252 M3 CUSTOMERS

(2012)

200 M3 CONSULTANTS

24x7AMS OPERATION

Certified INFOR PARTNER

iStone M3 Upgrade Experiences

• M3 10.1 > Rich core functionality – well proven and stable

• Smart Office + Smart Apps > Great potential to reduce modifications and increase user efficiency !

• M3 Technical environment > Complexity increases !!

• First 5 13.1 projects started !!!!

MostUpdatedpartner !

M3 Upgrade is predictable !

Earlier…

We spent some time:

• To analyze the business requirements• To design a new “to-be-solution”• To install & configure.. (and modify)• To test and verify the new solution• To start up and support the new solution

• To roll out the new solution…..

Year 2010 – this was not Good enough!

Financial crisis of 2008 –

Remember….

There’s no 5-year project anymore !

How will a project affect operations and staff ?

What are the business benefits?

When can we capitalize on the investment?

Two examples…

• M3 in Russia ? ………….

• Replace SAP in 9 months ?

• New Manufacturing site in 6 months ?

• Roll out to 45 sites/24 countries in less than 3 years ?

• Three Roll out teams in parallel ?

So we…….

Organized all project activities in “Work Packages”

Phases Work pckgs Milestone

Project Mgmt.

1 Identify & Plan 2 Define & Establish 3 Execute & Close

AP12 Analysis of Structure & Process

AP14 Projekt planering

AP22 Etablering av prototyplösning standard

AP23 Etablering av komplett prototyplösning

AP24 Verifiering av lösning

AP25 Acceptance test

AP31 Establish Production environment

AP32 Training of End Users

AP35 Projektavslut och stängning

Projektdefinition

AP11 Establish project

AP33 Full scale test

AP34 Driftsättning

AP15 KickOff

AP21 Technical Installation

MS1

MS2

MS3

MS5

Approved prototype solution

AP13 Analysis of IT Infrastructure

Commissioned ERP solution

MS6MS4

AP10 AP20 AP30

Detailed

Planning –

Activities &

deliverables

Assign tasks,

Roles & responsibilities

Execute M3 -

solutionUsabilitybenefits

Close

Work Packages

Defines Output, Allocated time and responsibility/role…. (for each activity)

Test Company A TOTALT 0 0 2 0 12 45,25 0 0 1 60,25 0 16 8 0 0

WP12 Account Mgr

ProgramMgmt

ProjectLeader

Tech.Proj.

Mgmtsolution

ArchitectBusiness

Cons.Dev./

UsabilityTechCons.

QualityMgmt TOTAL

Project Mgmt

ProcessOwner

SuperUser

EndUser TOTAL

WP12.1 Identify Process maps Lvl. 1 1 1 2 2 2

WP12.2 Presentation of M3 standard functionality & possibilities Dgr 5 5 4 4 8

Products & Assortment 1 0,5 Förb. per utbildningsdag och Aff.konsult i % 25% 0,625 1 1Outbound logistics 1 1 Förb. per utbildningsdag och Aff.konsult i % 25% 1,25 1 1Planning & Inbound Logistics 2 1 Förb. per utbildningsdag och Aff.konsult i % 25% 2,5 1 1Finance & control l ing 1 0,5 Förb. per utbildningsdag och Aff.konsult i % 25% 0,625 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

WP12.3 Identifiy business improvement in scope 4 4 4 4

WP12.4 Identify KPIs, Guiding principles & Book of Rules 2 8 10 2 2

WP12.5 Walk thru M3 Best Practice - #WS 4 29,25 33,25 4 4 8

Products & Assortment 1 2 Förb+Dok. per Workshop-dag & Aff.konsult i % 50% 3 1 1Outbound logistics 1 3 Förb+Dok. per Workshop-dag & Aff.konsult i % 100% 6 1 1Planning & Inbound Logistics 2 3 Förb+Dok. per Workshop-dag & Aff.konsult i % 150% 15 1 1Finance & control l ing 1 3 Förb+Dok. per Workshop-dag & Aff.konsult i % 75% 5,25 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

WP12.6 Planing of database structure 3 3 0 WP12.7 Risk analysis & Change Management 1 1 1 3 0

And we…….

Aligned the “Work Packages” in our project methodology - iStep

1 Identify & Plan 2 Define & Establish 3 Execute & Close

AP12 Analysis of Structure & Process

AP14 Project planning

AP22 Establish standard prototype solution

AP23 Establish complete prototype solution

AP24 Verification of solution

AP25 Acceptance test

AP31 Establish Production environment

AP32 Training of End Users

AP35 Project transaction and closing

Project definition

AP11 Establish Project

AP33 Full scale test

AP34 Commissioning

AP15 KickOff

AP21 Technical Installation

MS1

MS2

MS3

MS5

Approved prototype solution

AP13 Analysis of IT Infrastructure

Commissioned ERP solution

MS6MS4

AP10 AP20 AP30

Phases Work pckgs Milestone

Project Mgmt.

1 Identify & Plan 2 Define & Establish 3 Execute & Close

AP12 Analysis of Structure & Process

AP14 Project planning

AP22 Establish standard prototype solution

AP23 Establish complete prototype solution

AP24 Verification of solution

AP25 Acceptance test

AP31 Establish Production environment

AP32 Training of End Users

AP35 Project transaction and closing

Project definition

AP11 Establish Project

AP33 Full scale test

AP34 Commissioning

AP15 KickOff

AP21 Technical Installation

MS1

MS2

MS3

MS5

Approved prototype solution

AP13 Analysis of IT Infrastructure

Commissioned ERP solution

MS6MS4

AP10 AP20 AP30

By this, we…….

Have a model for predictable implementations

M3 Solution Verified ?

UsabilityVerified ?

And to secure the business benefits from user efficiency tools

Phases Work pckgs Milestone

Project Mgmt.

13

iStep – Project methodology

1 Identify & Plan 2 Define & Establish 3 Execute & Close

AP12 Analysis of Structure & Process

AP14 Projekt planering

AP22 Etablering av prototyplösning standard

AP23 Etablering av komplett prototyplösning

AP24 Verifiering av lösning

AP25 Acceptance test

AP31 Establish Production environment

AP32 Training of End Users

AP35 Projektavslut och stängning

Projektdefinition

AP11 Establish project

AP33 Full scale test

AP34 Driftsättning

AP15 KickOff

AP21 Technical Installation

MS1

MS2

MS3

MS5

Approved prototype solution

AP13 Analysis of IT Infrastructure

Commissioned ERP solution

MS6MS4

AP10 AP20 AP30

Detailed

Planning –

Activities &

deliverables

Assign tasks,

Roles & responsibilities

Execute M3 -

solutionUsabilitybenefits

Close

Phases Work pckgs Milestone

Project Mgmt.

So what we learned…

Long-term customer relations – Gets us there faster

Customer insight

Experienced consultants (5-15 years per system), Organised in virtual teams per area to drive competence

System expertise

Industry knowledgeIn software as well as consultant – Best possible solution!

Makes all the difference ! Delivery models based on TOTAL knowledge and experience

High performance services

How we work – Some customer statements

”Trustworthy people that take on responsibility and always deliver”

NKI 2012

”As they know our industry, they have been able to challenge how we work”

NKI 2012

”They understand what will work in every day business”

NKI 2012

Some references..

Industry knowledge – customer insight

We support your business all the way…

To identity business opportunities?

We guide you..

To sort out the different alternative solutions?We guide you..

To show how it would look in real life?

We guide you..

To implement the solution in the safest & fastest possible way?

We guide you..

To keep the solution up and running?

We guide you..

Opportunity Sort Proof iStep Access

Prepare Execute Maintain

Our customer promise

”Your business first”

Lars SteenBusiness Area Mgr iStone M3