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Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language | Clear Results Successful Enterprise System Change

Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

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Page 1: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Successful Enterprise System Change

Page 2: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Introductions

Questions and next steps

Diagnosis

What problem are you trying to solve? - system and process issues

What does success look like?

Your Company overview : background, strategic objectives, operations, markets, products

Cut through confusion

Achieve success

CSS overview and how we help businesses

Remedy

Performance Analysis

Enterprise Software Selection and Implementation

Business Process ImprovementBusiness process

improvement

DSS demonstration

Our approach

Cut through confusion

Achieving success

Performance Analysis

What does success look like?

What problem are you trying to solve?

CSS overview

Agenda

Page 3: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Established in 1994

Dedicated consulting company

Enterprise software selection

Client-side enterprise software implementation and integration management

Business process improvement

Completely independent of all software houses and VARs

Unbiased system recommendations based on the best information available

Exceptional business transformation track record

Project management

Performance Analysis

Business process improvement

DSS demonstration

Our approach

Cut through confusion

Achieving success

Performance Analysis

What does success look like?

What problem are you trying to solve?

CSS overview

Agenda

Page 4: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

How we help businesses improve efficiency and profit

Process Efficiency

Profit Improvement

Enterprise software selection

Performance Analysis

Holistic approach

Routemap in costs, time and resources

Single, direct, line of action

Business Process

Automation, optimisation

Process alignment with strategy

Operational risk minimised

Shorter project timelines

Reduced project costs

Hidden costs avoided

Business process improvement

DSS demonstration

Our approach

Cut through confusion

Achieving success

Performance Analysis

What does success look like?

What problem are you trying to solve?

CSS overview

Agenda

Page 5: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

We have worked with global, large and mid-sized, public and private, organisations to improve their profit and performance through system and process change. Abridged clients :

Banks & Financial Services

Airlines

ManufacturingUtilities

GovernmentCharities

Travel

EBS Dealing Resources

Business process improvement

DSS demonstration

Our approach

Cut through confusion

Achieving success

Performance Analysis

What does success look like?

What problem are you trying to solve?

CSS overview

Agenda

Page 6: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Diagnosis

Page 7: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Business has outgrown the system

Lack of business insight

Functional redundancy

Spreadsheet based accounting/consolidation

Multiple and growing workarounds

Emphasis on data manipulation not analysis

or are there other specific reasons in your case?

Software selection generally stems from a combination of one or more of these symptoms :

Business process improvement

DSS demonstration

Our approach

Cut through confusion

Achieving success

Performance Analysis

What does success look like?

What problem are you trying to solve?

CSS overview

Agenda

Page 8: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Inefficient working methods

Misaligned with strategy

Non-standard

Undocumented

Disconnected : no true end-to-end

System divorced from underlying processes

Common reasons why Business Processes detract from profit

Resolving these issues are imperative for profit and efficiency improvement

Rapid organisation growth

No time to analyse or improve

Business process improvement

DSS demonstration

Our approach

Cut through confusion

Achieving success

Performance Analysis

What does success look like?

What problem are you trying to solve?

CSS overview

Agenda

Page 9: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

What is your consensus view of what successful enterprise system or process change looks like?

Do the Board, Finance, IT and functional departments have an agreed view of success?

How has each view of success been derived?

Is success seen in objective or subjective terms?

How have differing views been reconciled?

Who is the final arbiter as to what constitutes “success”?

Understanding and agreeing what constitutes success is key to achieving it. Critical Success Factors are codified in the business case as a benchmark for measuring success

Business process improvement

DSS demonstration

Our approach

Cut through confusion

Achieving success

Performance Analysis

What does success look like?

What problem are you trying to solve?

CSS overview

Agenda

Page 10: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Remedy

Page 11: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Enterprise Software Selection Performance Analysis Business Process

Is replacement the right answer?

Holistic alternative evaluation

Single line of action

Successful Selection

Cutting through confusion

Decision Support System

Approach

Benefits

Rapid process development

Provided individually, in combination or as a total package

Page 12: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Holistic view of issues faced with a dispassionate option assessment

Pro-active prevention

Investigation

Recommendation

Routemap in cost, time and resources needed to make an informed business decision

Assessment

Replacing a system is expensive and not always the right answer

Four stage analysis

Replacement system options

No change required – no better alternative currently available

Process change

System reconfiguration or re-implementation

Single, costed, line of action recommendation

Business process improvement

DSS demonstration

Our approach

Cut through confusion

Achieving success

Performance Analysis

What does success look like?

What problem are you trying to solve?

CSS overview

Agenda

Page 13: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Enterprise Software Selection and Implementation

Page 14: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Ugly facts about Enterprise Software projects

61% take longer than expected

74% cost more than expected

67% realise less than 50% of expected business benefits

The challenge is how to avoid you becoming one of these statistics

70% fail implementation

Business process improvement

DSS demonstration

Our approach

Cut through confusion

Achieving success

Performance Analysis

What does success look like?

What problem are you trying to solve?

CSS overview

Agenda

Page 15: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Enterprise Software projects fail for entirely avoidable reasons

Lack of leadership and commitment; no agreed view of success

People

Best people are not applied to the project

Incorrect software selection

Software and process

Lack of business process focus

Inadequate testing

Unclear objectives, scope and benefits

Project management and governance

Poor management, planning and communication

Ineffective Project Governance and Risk Management

Business process improvement

DSS demonstration

Our approach

Cut through confusion

Achieving success

Performance Analysis

What does success look like?

What problem are you trying to solve?

CSS overview

Agenda

Page 16: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Applying the basics correctly is the key to successful Enterprise Software projects

Invest ownership and responsibility in the Sponsor; CSFs agreed

People

Invest ownership in functional SMEs

Define problems and objectives; tackle data migration early

Software and process

Focus on business process and requirements

Select the RIGHT software and partner

Set and maintain realistic expectations; control scope creep

Project management and governance

Understand problems and clearly define objectives

Adequate testing, training and change management

Business process improvement

DSS demonstration

Our approach

Cut through confusion

Achieving success

Performance Analysis

What does success look like?

What problem are you trying to solve?

CSS overview

Agenda

Page 17: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Are these outcomes important to you?

Confidence that you have selected the best-fit system and partner

Negotiated maximum discounts

Attained buy-in from Sponsors, Stakeholders and Subject Matter Experts

Secured the best consultants for your project

Detailed scope agreed with accurate cost estimates

Comprehensive business case

Fair contracts signed

Improved business processes

Corporate System Solutions can help you achieve these successful outcomes Business process improvement

DSS demonstration

Our approach

Cut through confusion

Achieving success

Performance Analysis

What does success look like?

What problem are you trying to solve?

CSS overview

Agenda

Page 18: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

The Enterprise Software market is populated by a plethora of vendors with a multitude of systems, representing a daunting prospect if the right solution is to be selected

GP

Business process improvement

DSS demonstration

Our approach

Cut through confusion

Achieving success

Performance Analysis

What does success look like?

What problem are you trying to solve?

CSS overview

Agenda

Page 19: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Our proven approach to Enterprise Software selection combines robust methodology with a state-of-the-art decision support system and deep market knowledge

I : Inception II : Research III : Evaluation & Selection

IV : Completion

Project Management, Change Management and Communications

Ob

ject

ives

Deliv

era

ble

s

Assign Sponsor & SMEs

Define the problem

Agree scope

Determine unique functionality

Critical Success Factors

Business Case

Budget

Resource Plan

Scope Definition

Benefits & opportunities with

risks & costs

System & process review

Functional, non-functional &

technical requirements

Requirement prioritisation

Market research

Selection Criteria

Business Requirements

Vendor/system shortlist & decision

model

Request For Proposal

Demonstration Scenarios

RFP response evaluation

Scripted demonstration / Proof of Concept / Pilot

Vendor Management

Cost analysis

Preferred & reserve recommendation

Total Cost of Ownership determined

Vendor implementation strategy

Hidden costs eliminated

Due diligence

References

Contract negotiation

Project closure

Vendor financial stability review

Optimised terms & price

Detailed implementation scope

Agreed contracts

Business process improvement

DSS demonstration

Our approach

Cut through confusion

Achieving success

Performance Analysis

What does success look like?

What problem are you trying to solve?

CSS overview

Agenda

Page 20: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

The validated data contained in the decision support system allows us to complete requirement definitions, prioritisation, RFP production and selection recommendation in a fraction of the time

I : Inception II : Research III : Evaluation & Selection

IV : Completion

Ob

ject

ives

Deliv

era

ble

s

Assign Sponsor & SMEs

Define the problem

Agree scope

Determine unique functionality

Critical Success Factors

Business Case

Budget

Resource Plan

Scope Definition

Benefits & opportunities with

risks & costs

System & process review

Functional, non-functional &

technical requirements

Requirement prioritisation

Market research

Selection Criteria

Business Requirements

Vendor/system shortlist & decision

model

Request For Proposal

Demonstration Scenarios

RFP response evaluation

Scripted demonstration / Proof of Concept / Pilot

Vendor Management

Cost analysis

Preferred & reserve recommendation

Total Cost of Ownership determined

Vendor implementation strategy

Hidden costs eliminated

Due diligence

References

Contract negotiation

Project closure

Vendor financial stability review

Optimised terms & price

Detailed implementation scope

Agreed contracts

CSS have exclusive rights to TEC Advisor in the North American eastern seaboard

Business process improvement

DSS demonstration

Our approach

Cut through confusion

Achieving success

Performance Analysis

What does success look like?

What problem are you trying to solve?

CSS overview

Agenda

Page 21: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

III : Evaluation & Selection

Vendor Solution Capability

Current Solution Vendor B Vendor C

Supported

Supported

Not Supported

Supported

Supported

Assessment

Assessment

Not Supported

Supported

Supported

Supported

Customisation

Assessment

Assessment

Customisation

Next Release

Customisation

Not Supported

Supported

Assessment

Assessment

Research, Evaluation and Selection

II : Research

Requirement Criteria

FUNCTION CATEGORY

FUNCTION CATEGORY

Custom Requirement

Custom Requirement

Requirement

EXTENDED CRITERIA

Market Research

Demonstration Scenarios

Requirement

Requirement

End User Priorities

Must have

Important

Critical

Not required

Very important

Must have

Important

Important

Nice to have

Important

Define requirements by functional category or module. Contained within the TEC Advisor decision support system.

Define those requirements specific and unique to your business, again by functional category or module. These are added to your project in the TEC Advisor decision support system.

Include market research and demonstration scenarios for your selected systems, giving a comprehensive view of the vendor, their systems and their capabilities.

Prioritise requirements in accordance with needs through TEC Advisor.

TEC Advisor provides online collaboration for rapid prioritisation and approval.

An RFP is produced and issued based on these requirements.

Requirement definition and prioritisation represent completion of selection phase II.

Vendor responses are validated at the same granular level that requirements – including custom requirements – are defined and included in the RFP.

This allows rapid evaluation of solutions against requirements and definition of a shortlist.

The decision model allows you to see precisely where a given solution meets, or does not meet, your requirements – and why.

Business process improvement

DSS demonstration

Our approach

Cut through confusion

Achieving success

Performance Analysis

What does success look like?

What problem are you trying to solve?

CSS overview

Agenda

Page 22: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Decision model requirements and prioritisation

TEC Advisor’s cost/value analysis levels the field between competing vendors, illustrating true value equivalency including out-of pocket cost comparison. This represents a valuable analysis in vendor negotiations enabling optimal price negotiation

Business process improvement

DSS demonstration

Our approach

Cut through confusion

Achieving success

Performance Analysis

What does success look like?

What problem are you trying to solve?

CSS overview

Agenda

Page 23: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Product comparison and benchmarking

Business process improvement

DSS demonstration

Our approach

Cut through confusion

Achieving success

Performance Analysis

What does success look like?

What problem are you trying to solve?

CSS overview

Agenda

Page 24: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Enterprise Software implementation project responsibilities

Strategy & Planning

Clie

nt

Implementation

Data migration

Integration

Testing & rollout

Decommissioning

Ven

dor

Implementation

Process improvement

Compliance

User & Final Acceptance Testing

Data conversion

Data migration

End user training

Security & user access

Ongoing

End user support

System governance

Project Governance, Project & Change Management, Communications

Technical & solution delivery management

Scoping & design

Factory Acceptance Testing

Software deployment & configuration

Develop forms & reports

Key user training

Testing & go-live support

Patch / upgrade delivery &

implementation

Ongoing support & maintenance Business process

improvement

DSS demonstration

Our approach

Cut through confusion

Achieving success

Performance Analysis

What does success look like?

What problem are you trying to solve?

CSS overview

Agenda

Page 25: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Business Process Improvement

Page 26: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Our approach to Business Process Improvement

AnalyseBusiness

Map Current State Processes

Identify Problems and Improvements

BusinessProcess

Improvement

Finalise Future State Processes

Business Requirements

Efficient Enterprise Software Selection

Business process improvement

DSS demonstration

Our approach

Cut through confusion

Achieving success

Performance Analysis

What does success look like?

What problem are you trying to solve?

CSS overview

Agenda

Page 27: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Implement quick wins ahead of selection

Challenge current processes and practices

Early change buy-in from SMEs

Shorter selection project timeline

Reduced selection project costs

Solution design, testing, training cost savings

Business Process Benefits

Corporate System Solutions has deep process improvement experience. The tools we use allow us to define current and future state processes quickly, enabling fast acquisition of business benefit

Direct input to system selection

Ongoing continuous improvement

Business process improvement

DSS demonstration

Our approach

Cut through confusion

Achieving success

Performance Analysis

What does success look like?

What problem are you trying to solve?

CSS overview

Agenda

Page 28: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Why engage CSS?

Enterprise software selection specialists

Completely independent providing unbiased recommendations

Deep market knowledge

Proven approach and intellectual property

Best-in-class decision support system

Rapid business process documentation and improvement

Operational risk management – projects managed specifically not to increase your risk profile

Firm focus on process efficiency and profit improvement

Value added disproportionate to cost

Fast acquisition of business benefit

Proven success

Page 29: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Questions

Page 30: Independent Enterprise Software Selection Specialists ©2012 Corporate System Solutions Incorporated. All rights reserved. Clear Thinking | Clear Language

Independent Enterprise Software Selection Specialists

©2012 Corporate System Solutions Incorporated. All rights reserved.

Clear Thinking | Clear Language | Clear Results

Next Step

Engage CSS