Book Image

Maximize Your Investment: 10 Key Strategies for Effective Packaged Software Implementations

By : Grady Brett Beaubouef
Book Image

Maximize Your Investment: 10 Key Strategies for Effective Packaged Software Implementations

By: Grady Brett Beaubouef

Overview of this book

Using packaged software for Customer Relationship Management or Enterprise Resource Planning is often seen as a sure-fire way to reduce costs, refocus scarce resources, and increase returns on investment. However, research shows that the majority of packaged or Commercial Off-The-Shelf (COTS) implementations fail to provide this value due to the implementation approach taken. Authored by Grady Brett Beaubouef, who has over fifteen years of packaged software implementation experience, this book will help you define an effective implementation strategy for your packaged software investment. The book focuses on Commercial Off-The-Shelf (COTS) implementations, and helps you to successfully implement packaged software. Using a step-by-step approach, it begins with an assessment of the limitations of current implementation methods for packaged software. It then helps you to analyze your requirements and offers 10 must-know principles gleaned from real-world packaged software implementations. These 10 principles cover how to maximize enhancements and minimize customizations, focus on business results, and negotiate for success, and so on. You will learn how to best leverage these principles as part of your implementation. As you progress through the book, you will learn how to put packaged software into action with forethought, planning, and proper execution. Doing so will lead to reductions in implementation costs, customizations, and development time.
Table of Contents (19 chapters)
Maximize Your Investment: 10 Key Strategies for Effective Packaged Software Implementations
Credits
About the Author
Acknowledgement
About the Reviewers
Preface
Summary of Challenges

Appendix A. Summary of Challenges

Challenge

Chapter

Audience

Identify up-front the decisions that customers need to make.

Chapter 1 — Focus on Business Results

Implementation Partners

Reduce alignment risk by speaking in business terms and not technical terms.

Chapter 1 — Focus on Business Results

Implementation Partners, IT

Perform a business value analysis on existing processes in order to eliminate non-value-added requirements.

Chapter 1 — Focus on Business Results

Customer

Document existing business processes to better identify organizational change.

Chapter 2 — Invest in Your Implementation Partner

Customer

Develop trust with implementation partners to foster greater, innovative, and dynamic interactions that will result in a cost reduction and accelerate implementation activities.

Chapter 2 — Invest in Your Implementation Partner

Customer

Provide training for every packaged software product that they offer. Implementation partners should be a customer advisor , recommending training classes and the appropriate sequence in which they should be taken.

Chapter 2 — Invest in Your Implementation Partner

Packaged Software Provider, Implementation Partner

Provide implementation questionnaires up-front to the customer before project start-up. This will increase your customer’s chance for success.

Chapter 2 — Invest in Your Implementation Partner

Implementation Partners

Have a formal customer enablement process with specific milestones.

Chapter 3 — Enable the Customer to Lead During the Implementation

Implementation Partners

Promote a trusting work environment in order to foster maximum knowledge transfer.

Chapter 3 — Enable the Customer to Lead During the Implementation

Customers

Provide prototyping or "proof of concept" services in order to quickly gather business requirements.

Chapter 4 — Perform Business Solution Modeling

Implementation Partners

Business requirements should give more weight to business scenarios and not focus only on software functionality.

Chapter 4 — Perform Business Solution Modeling

Customers

Understand the customer’s business model in order to lead them on the best approach (software, business process change) to address business requirements.

Chapter 4 — Perform Business Solution Modeling

Implementation Partners, IT

Provide working packaged software early in the implementation for prototyping and modeling.

Chapter 4 — Perform Business Solution Modeling

Implementation Partners, Packaged Software Providers

Must be able to support multiple implementation approaches for packaged software.

Chapter 5 — Determine the Right Implementation Approach

Implementation Partners

Reduce the "IT-Business" divide by having IT involved in business-related project activities and having Business involved in IT-related project activities.

Chapter 5 — Determine the Right Implementation Approach

IT, Business

Document existing processes to quantify organizational change.

Chapter 5 — Determine the Right Implementation Approach

Customer

Build flexibility into packaged software in order to support the different business process maturity levels.

Chapter 6 — Implement to the Current Business Maturity Level

Packaged Software Providers

Provide a complete set of business process models with different maturity levels represented.

Chapter 6 — Implement to the Current Business Maturity Level

Packaged Software Providers

Recommend to customers a set of packaged software features to implement, based upon the current business process maturity level.

Chapter 6 — Implement to the Current Business Maturity Level

Implementation Partners

Implementation partners need to guide their customers to ensure that there is alignment between project sponsors and end user requirements, with the executive sponsors guiding objectives and principles for utilizing packaged software.

Chapter 6 — Implement to the Current Business Maturity Level

Implementation Partners

Have a standard definition of key business requirements for a business process to analyze against the current set of customer requirements, to ensure completeness.

Chapter 7 — Minimize Customizations and Maximize Enhancements

Implementation Partner

Know the customer’s business model in order to facilitate discussions with the customer in examining/evaluating business requirements.

Chapter 7 — Minimize Customizations and Maximize Enhancements

Implementation Partners

Understand the detailed software dependencies and data requirements for packaged software.

Chapter 8 — Negotiate for Success

Implementation Partners

Provide software configuration workbooks that define the table setup sequence as well as the key questions to consider before defining business values.

Chapter — 9 Have a Business Solution Architect

Implementation Partners

Provide functionality and implementation questionnaires to assist in gathering information. These questionnaires should be progressively elaborate — meaning that there should be a logical progression in the questions to a deeper focus in a specific area. The questionnaires should also be grouped in such a manner that allows sets of questions to be eliminated based upon the packaged software implementation scope.

Chapter 10 — Accelerate Decisions by Generating More Knowledge and less Information

Implementation Partners

Provide industry, implementation, and configuration best practices. These best practices should be formally documented and provided early in the implementation where they have the greatest benefit.

Chapter 10 — Accelerate Decisions by Generating More Knowledge and less Information

Implementation Partners