Successful Enterprise System Change

1. Successful Enterprise System Change

2. Introductions Your Company overview :background, strategic objectives, operations, markets, products CSS overview and how we help businesses Diagnosis Achieve success What problem are you trying to solve? - system and process issues Agenda CSS overview Cut through confusion What does success look like? What problem are you trying to solve? What does success look like? Performance Analysis Achieving success Remedy Cut through confusion Performance Analysis Our approach Enterprise Software Selection and Implementation DSS demonstration Business Process Improvement Business process improvement Questions and next steps

3. Established in 1994 Dedicated consulting company Agenda Performance Analysis CSS overview Enterprise software selection What problem are you trying to solve? Client-side enterprise software implementation and integration management What does success look like? Business process improvement Performance Analysis Project management Achieving success Cut through confusion Completely independent of all software houses and VARs Our approach Unbiased system recommendations based on the best information available DSS demonstration Business process improvement Exceptional business transformation track record

4. How we help businesses improve efficiency and profit Enterprise software selection Business Process Performance Analysis Agenda CSS overview What problem are you trying to solve? Automation, optimisation Process alignment with strategy Operational risk minimised Holistic approach Routemap in costs, time and resources Single, direct, line of action Shorter project timelines Reduced project costs Hidden costs avoided What does success look like? Performance Analysis Achieving success Process Efficiency Cut through confusion Our approach DSS demonstration Business process improvement Profit Improvement

5. 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 : Airlines Travel Banks & Financial Services Agenda CSS overview What problem are you trying to solve? EBS Dealing Resources What does success look like? Utilities Manufacturing Performance Analysis Achieving success Cut through confusion Our approach DSS demonstration Charities Government Business process improvement

6. Diagnosis

7. Software selection generally stems from a combination of one or more of these symptoms : Business has outgrown the system Agenda CSS overview Lack of business insight What problem are you trying to solve? Functional redundancy What does success look like? Spreadsheet based accounting/consolidation Performance Analysis Multiple and growing workarounds Achieving success Cut through confusion Emphasis on data manipulation not analysis Our approach DSS demonstration Business process improvement or are there other specific reasons in your case?

8. Common reasons why Business Processes detract from profit Rapid organisation growth Agenda Inefficient working methods CSS overview Misaligned with strategy What problem are you trying to solve? Non-standard What does success look like? Undocumented Performance Analysis Disconnected : no true end-to-end Achieving success System divorced from underlying processes Cut through confusion No time to analyse or improve Our approach DSS demonstration Business process improvement Resolving these issues are imperative for profit and efficiency improvement

9. What is your consensus view of what successful enterprise system or process change looks like? Agenda Do the Board, Finance, IT and functional departments have an agreed view of success? CSS overview How has each view of success been derived? What problem are you trying to solve? Is success seen in objective or subjective terms? What does success look like? How have differing views been reconciled? Performance Analysis Who is the final arbiter as to what constitutes “success”? Achieving success Cut through confusion 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 Our approach DSS demonstration Business process improvement

10. Remedy

11. Enterprise Software Selection Performance Analysis Business Process Approach Is replacement the right answer? Successful Selection Benefits Holistic alternative evaluation Cutting through confusion Rapid process development Single line of action Decision Support System Provided individually, in combination or as a total package

12. Replacing a system is expensive and not always the right answer Holistic view of issues faced with a dispassionate option assessment Four stage analysis Agenda Investigation CSS overview Assessment What problem are you trying to solve? Recommendation What does success look like? Pro-active prevention Performance Analysis Routemap in cost, time and resources needed to make an informed business decision Achieving success No change required – no better alternative currently available Cut through confusion System reconfiguration or re-implementation Our approach Process change DSS demonstration Replacement system options Business process improvement Single, costed, line of action recommendation

13. Enterprise Software Selection and Implementation

14. Agenda Ugly facts about Enterprise Software projects CSS overview 74% cost more than expected What problem are you trying to solve? 70% fail implementation What does success look like? 67% realise less than 50% of expected business benefits Performance Analysis 61% take longer than expected Achieving success Cut through confusion The challenge is how to avoid you becoming one of these statistics Our approach DSS demonstration Business process improvement

15. Enterprise Software projects fail for entirely avoidable reasons People Agenda Lack of leadership and commitment; no agreed view of success CSS overview Best people are not applied to the project What problem are you trying to solve? Software and process What does success look like? Incorrect software selection Performance Analysis Lack of business process focus Achieving success Inadequate testing Cut through confusion Project management and governance Our approach Unclear objectives, scope and benefits DSS demonstration Poor management, planning and communication Business process improvement Ineffective Project Governance and Risk Management

16. Applying the basics correctly is the key to successful Enterprise Software projects People Agenda Invest ownership and responsibility in the Sponsor; CSFs agreed CSS overview Invest ownership in functional SMEs What problem are you trying to solve? Software and process What does success look like? Define problems and objectives; tackle data migration early Performance Analysis Focus on business process and requirements Achieving success Select the RIGHT software and partner Cut through confusion Project management and governance Our approach Set and maintain realistic expectations; control scope creep DSS demonstration Understand problems and clearly define objectives Business process improvement Adequate testing, training and change management

17. Are these outcomes important to you? Confidence that you have selected the best-fit system and partner Agenda Negotiated maximum discounts CSS overview Attained buy-in from Sponsors, Stakeholders and Subject Matter Experts What problem are you trying to solve? Secured the best consultants for your project What does success look like? Detailed scope agreed with accurate cost estimates Performance Analysis Comprehensive business case Achieving success Fair contracts signed Cut through confusion Improved business processes Our approach DSS demonstration Business process improvement Corporate System Solutions can help you achieve these successful outcomes

18. 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 Agenda CSS overview What problem are you trying to solve? What does success look like? Performance Analysis Achieving success Cut through confusion Our approach DSS demonstration Business process improvement GP

19. 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 IV : Completion III : Evaluation & Selection Agenda Assign Sponsor & SMEs Define the problem Agree scope Determine unique functionality Critical Success Factors System & process review Functional, non-functional & technical requirements Requirement prioritisation Market research RFP response evaluation Scripted demonstration / Proof of Concept / Pilot Vendor Management Cost analysis Due diligence References Contract negotiation Project closure CSS overview What problem are you trying to solve? Objectives What does success look like? Performance Analysis Business Case Budget Resource Plan Scope Definition Benefits & opportunities with risks & costs Preferred & reserve recommendation Total Cost of Ownership determined Vendor implementation strategy Hidden costs eliminated Selection Criteria Business Requirements Vendor/system shortlist & decision model Request For Proposal Demonstration Scenarios Vendor financial stability review Optimised terms & price Detailed implementation scope Agreed contracts Achieving success Cut through confusion Deliverables Our approach DSS demonstration Business process improvement Project Management, Change Management and Communications

20. 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 IV : Completion III : Evaluation & Selection Agenda Assign Sponsor & SMEs Define the problem Agree scope Determine unique functionality Critical Success Factors System & process review Functional, non-functional & technical requirements Requirement prioritisation Market research RFP response evaluation Scripted demonstration / Proof of Concept / Pilot Vendor Management Cost analysis Due diligence References Contract negotiation Project closure CSS overview What problem are you trying to solve? Objectives What does success look like? Performance Analysis Business Case Budget Resource Plan Scope Definition Benefits & opportunities with risks & costs Preferred & reserve recommendation Total Cost of Ownership determined Vendor implementation strategy Hidden costs eliminated Selection Criteria Business Requirements Vendor/system shortlist & decision model Request For Proposal Demonstration Scenarios Vendor financial stability review Optimised terms & price Detailed implementation scope Agreed contracts Achieving success Cut through confusion Deliverables Our approach DSS demonstration Business process improvement CSS have exclusive rights to TEC Advisor in the North American eastern seaboard

21. Research, Evaluation and Selection II : Research III : Evaluation & Selection Requirement Criteria Agenda End User Priorities Vendor Solution Capability EXTENDED CRITERIA FUNCTION CATEGORY FUNCTION CATEGORY Vendor C Current Solution Vendor B CSS overview Define requirements by functional category or module. Contained within the TEC Advisor decision support system. Must have 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. Requirement Requirement Requirement Supported Supported Supported Assessment Assessment Assessment Customisation Next Release Customisation Not Supported Customisation Supported Not Supported Assessment Supported Supported Not Supported Supported Assessment Supported Not required Important Nice to have Important Must have Important Critical Assessment What problem are you trying to solve? 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. 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. What does success look like? Very important Custom Requirement Performance Analysis Custom Requirement Include market research and demonstration scenarios for your selected systems, giving a comprehensive view of the vendor, their systems and their capabilities. Achieving success Market Research Important Demonstration Scenarios Cut through confusion Our approach DSS demonstration Business process improvement

22. Decision model requirements and prioritisation Agenda CSS overview What problem are you trying to solve? What does success look like? Performance Analysis 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 Achieving success Cut through confusion Our approach DSS demonstration Business process improvement

23. Product comparison and benchmarking Agenda CSS overview What problem are you trying to solve? What does success look like? Performance Analysis Achieving success Cut through confusion Our approach DSS demonstration Business process improvement

24. Enterprise Software implementation project responsibilities Strategy & Planning Implementation Ongoing Agenda Process improvement Compliance User & Final Acceptance Testing Data conversion Data migration End user training Security & user access Implementation Data migration Integration Testing & rollout Decommissioning CSS overview What problem are you trying to solve? End user support System governance Client What does success look like? Performance Analysis Project Governance, Project & Change Management, Communications Achieving success Technical & solution delivery management Scoping & design Factory Acceptance Testing Software deployment & configuration Develop forms & reports Key user training Testing & go-live support Cut through confusion Our approach Patch / upgrade delivery & implementation Ongoing support & maintenance DSS demonstration Vendor Business process improvement

25. Business Process Improvement

26. Our approach to Business Process Improvement Agenda CSS overview Analyse Business Efficient Enterprise Software Selection What problem are you trying to solve? Map Current State Processes Finalise Future State Processes What does success look like? Business Process Improvement Performance Analysis Achieving success Cut through confusion Our approach DSS demonstration Business Requirements Business process improvement Identify Problems and Improvements

27. Business Process Benefits Direct input to system selection Agenda Implement quick wins ahead of selection CSS overview Challenge current processes and practices What problem are you trying to solve? Early change buy-in from SMEs What does success look like? Shorter selection project timeline Performance Analysis Reduced selection project costs Achieving success Solution design, testing, training cost savings Cut through confusion Ongoing continuous improvement Our approach DSS demonstration Business process improvement 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

28. Enterprise software selection specialists Completely independent providing unbiased recommendations Deep market knowledge Proven approach and intellectual property Best-in-class decision support system Why engage CSS? 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

29. Questions

30. Next Step Engage CSS