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What is Change Management ?. Change Management & Technology Implementation. Linda Willis, CPA Tax & License Manager. Arlene Chemello, CPA IT Manager, Projects. GFOAZ Winter Conference Prescott, AZ February 16, 2012. Agenda. What is Change Management? Why is Change Management Important?
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Change Management & Technology Implementation Linda Willis, CPA Tax & License Manager Arlene Chemello, CPA IT Manager, Projects GFOAZ Winter ConferencePrescott, AZFebruary 16, 2012
Agenda • What is Change Management? • Why is Change Management Important? • Change Management Tools • TALIS Project • Challenges • Successes • Lessons Learned
What is Change Management? • “It must be considered that there is nothing more difficult to carry out nor more doubtful of success nor more dangerous to handle than to initiate a new order of things.” • – Niccolo Machiavelli
What is Change Management? • True or False? • A Great Solution + Effective Project Management • = Project Success False
What is Change Management? “Those who believe they can do something and those who believe they can't are both right.” –Henry Ford
What is Change Management? • Active, Visible Leadership Buy-in • Communicate • Training
CM Tools: Project Charter • People • Business Processes • Technology/Systems
CM Tools: Business Process Documentation • “The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency.” • – Bill Gates
TALIS Project • Background • Vision • Vendor
Challenges: Changes • Priorities • Key Decisions • Scope Creep
Challenges: Scope Creep • Council adopted Fire Inspection Fees • Steering Committee directed for new fees to be tracked in Tax Mantra • Business vs Building Oriented
Challenges • Team Member Issues • Limited resources • No implementation experience • Potential for “revolt” • Data Migration • Accounting (journal entries) • Reports • E-Tax
Successes • Cohesive Team • Pre Go – Live • Consolidated/Re-designed forms • Tax Returns • Training • Check21/Scanning • Post Go-Live • Support • Quality control
Lessons Learned • Impact of external forces • Go-Live date selection • Ticklers
Final Thoughts… • Keep Sponsors involved • Partner with IT Department • Project team room • Define escalation process • Simple Change Management Techniques • Project moved to Production support • Conduct Project Retrospective
Contact Information Arlene Chemello, CPA IT Manager, Projects achemello@glendaleaz.com (623) 930-2908 Linda Willis, CPA Tax & License Manager lwillis@glendaleaz.com (623) 930-2216