Consulting Companies Friend or Foe · Program and Project Management Business Transformation...

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REMINDER Check in on the COLLABORATE mobile app Consulting Companies – Friend or Foe Presented by: Miroslawa (Millie) Babicz Managing Director SpearMC Session ID#: 103330

Transcript of Consulting Companies Friend or Foe · Program and Project Management Business Transformation...

Page 1: Consulting Companies Friend or Foe · Program and Project Management Business Transformation Project Management Office Project Portfolio Management Change Management Operations Improvement

REMINDER

Check in on the

COLLABORATE mobile app

Consulting Companies –Friend or Foe

Presented by:

Miroslawa (Millie) Babicz

Managing Director

SpearMC

Session ID#: 103330

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• Silence Audible Devices• Note Fire Exits• Partake of Refreshments• Note Quest Staffers (green shirts) and

Room Monitors• Complete Feedback Form• Ask Questions

Administrative Notes

Please:

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Table of Contents

■ About SpearMC and Your Presenter

■ Consulting: A Definition

■ Project Types

■ Project Definition

■ Project Management

■ Resources

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About SpearMC and Your Presenter

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© 2015 SpearMC Consulting

Founded in 2004, SpearMC is a technology and professional services firm specializing in

PeopleSoft Financials and Supply Chain Management

PeopleSoft Human Capital Management and Payroll

ERP Architecture and Application Development

Project and Program Management (PMO)

Change Management

ERP Training

Mobile Technology

About SpearMC

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We focus on local market delivery and capability development in line with industry focus areas unique to the regions we serve.

Regional offices in Chicago, Denver, Oklahoma City, Seattle and San Francisco

About SpearMC

Our local and well-connected network of top-tier business analysts, technical leads, developers and project managers keep travel cost to a minimum.

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About SpearMC

A decade of sustained and focused growth.

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Each member of our Leadership Team leverages over 20 years of experience in Technology, Financial and Business Transformation.

About SpearMC

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Industry focus areas include:

Energy

Transportation

Healthcare/Biotech

Government

Media/Technology

Consumer Products

Financial Services

Higher Education

About SpearMC

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Oracle Gold Partner since 2008:

Gold Level Partner

PeopleSoft Specialization

Applications Reseller

Hardware Reseller

About SpearMC

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Services and Competencies.

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Technology and Business Consulting

Full-service ERP and BI Selection, Implementation and Integration

o PeopleSoft

o JD Edwards

o Oracle EBS

o Hyperion

o Dynamics AX

ERP Training

IT Transformation and Strategy

Infrastructure and Architecture

ERP Application Development

Capability Assessment

Services and Competencies

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Program and Project Management

Business Transformation

Project Management Office

Project Portfolio Management

Change Management

Operations Improvement (Six Sigma, Lean)

CIO and CTO Advisory Services

Strategy for Pricing and Revenue Enhancement

Services and Competencies

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Methods and Tools.

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Needs Analysis Assess Staffing Requirements

IT Strategy and Transformation

ERP Selection and Integration

Business Transformation

Project Management

Complement Existing Expertise

Capability Assessment

Methods and Tools

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Continuous Improvement

Six Sigma and Lean

Agile Project Management Techniques

Change Management

Tools, best practices and proven management techniques include:

Methods and Tools

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People and Workforce.

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Our consulting specialists and network of business analysts, technical leads and project managers combine technical specialization, industry experience, and operations improvement best practices custom-tailored for the job at hand.

People and Workforce

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Continuous Learning Regular attendance at trainings and seminars

Knowledge Sharing Presenting at local and national levels

o Oracle Open World

o Quest Collaborate

o PeopleSoft ReConnect

People and Workforce

o JDEdwards InFocus

o Regional User Groups

o SpearMC Road Shows

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Certifications and Specializations

CPA, PMP, Six Sigma, APICs, SCRUM Master

Lean Six Sigma, Lean Manufacturing

Global ERP Transformation, Supply Chain, Strategy and Continuous Improvement

PeopleSoft Financial Management (FMS)

PeopleSoft Human Capital Management (HCM)

PeopleTools Technology

People and Workforce

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Project/Fixed Bid Work

Contingent Workers

Temp-to-Perm

Permanent Placement

BPO (Finance / Accounting)

BPO (IT / ERP Operations)

BPO (PMO Office)

RPO (IT / ERP Recruiting)

People and Workforce

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Our Proposition.

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Industry Expertise

SpearMC offers deep knowledge of ERP systems and

integration, IT strategy and operational improvements.

Let us help you improve the operating and financial

performance of your investments.

Our Proposition

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Staffing for IT and Business Transformation

Supplement, complement, enhance, or expand your

portfolio of skills and experiences with SpearMC

resources fast and effectively.

Our Proposition

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Outsource Project Management

Flawless execution with a focus on business process

redesign and continuous business improvement.

Our Proposition

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Millie Babicz, CPAManaging [email protected] x802www.SpearMC.com

Your Presenter

ERP Implementation Specialist at KPMG for 13 years before joining SpearMC in 2007

PeopleSoft Financials, Financial Control and Reporting Expert

Certified PeopleSoft v9.1 Financials

20 Years Experience in Project / Program Management

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Consulting – A DefinitionConsulting exists to provide knowledge, skills and staff augmentation for clients.

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Project Types

■ Project Type driving factors

▪ One-time, recurring, or Ad Hoc

▪ Client software knowledge base

▪ Change Management (training, knowledge transfer, etc.)

▪ Project Management needs

▪ Project duration

▪ Project team size

▪ Required consultant skills & experience level

▪ Duration and team size scale with number of modules, size and

complexity of organization

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Project Types - continued

■ ERP Implementation

▪ One-time project

▪ Minimal client software knowledge base

▪ Significant Change Management requirements

▪ Significant client and consulting project team

▪ Significant Project Management requirements (1+ FTE)

▪ Longer project duration (4 months - ? years)

▪ Junior to Architect level consultants appropriate

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Project Types - continued

■ ERP Upgrades

▪ Large reoccurring project (every 2-5 years)

▪ Strong client software knowledge base

▪ Small to moderate Change Management requirements

▪ Medium client and consulting project team size

▪ Medium Project Management requirements (1 FTE)

▪ Medium project duration (4 – 12 months)

▪ Mostly Senior level consultants appropriate

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Project Types - continued

■ Subsystem Implementation

▪ Medium one-time project

▪ Minimal client software knowledge base

▪ Significant Change Management requirements

▪ Small to medium client and consulting project team size

▪ Small Project Management requirements (0 – 0.5 FTE)

▪ Short to medium project duration (1 – 6 months)

▪ Mostly Senior level consultants appropriate

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Project Types - continued

■ Ad Hoc Projects

▪ Small one-time project (e.g. system audit, report writing, Open

Enrollment configuration for new plan year, etc.)

▪ Medium to high client software knowledge base

▪ Small Change Management requirements

▪ Short to long project duration (days to years)

▪ Mostly Senior level consultants appropriate

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Project Definition

■ Determine Project Type

■ Create a Statement of Work that clearly defines:

▪ Project goals

▪ Deliverables

▪ Features

▪ Costs

▪ Deadlines

■ The definition of success must be understood by all team members.

■ Finalization of project must be well planned

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Project Management

■ Project Management is a shared responsibility

■ PMP or not?

■ Project Managers define:

▪ Activities

▪ Activity sequencing

▪ Activity resource estimating

▪ Activity duration estimating

▪ Schedule development

▪ Schedule control

■ Project status understood at all times

■ Scope Management

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Project Management - continued

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Resources

■ Project Teams may include:

▪ Steering Committees

▪ Project Managers

▪ Team Leads

▪ Subject Matter Experts (functional & technical)

▪ Trainers

▪ Documentation Specialists

■ Determining resource requirements are critical to project success

■ Honestly assess client resource availability for project tasks

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Resources - continued

■ Sourcing resources is time consuming and challenging

■ Develop relationships with trusted vendors

■ Avoid common consulting company shenanigans

▪ Bait and Switch

▪ The 2 for 1 consultant swap (Infinite Monkey Theorem)

▪ The ‘Shadowing’ consultant

▪ The ‘Shared Resource’

■ Right person, right time and right place

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It’s your choice…

OR

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Get in touch

Millie Babicz,CPAManaging Director

[email protected]

866-SPEARMC x802

www.SpearMC.com

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Please complete the session evaluationWe appreciate your feedback and insight

Session ID# 103330

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Visit Seth & Dana at the Quest International Users Group

Booth #337

■ Let us show you how to leverage the Quest community to maximize your ERP investment

■ Receive your personalized Quest Activation Plan & learn how to make the most of your membership

■ Plus, find out how you can join us in celebrating our 20th

year of success – you might just win a special Quest-themed bottle of Kentucky bourbon!

Quest is the home for PeopleSoft and JD Edwards Users