EDUCAUSE Midwest Regional Conference 2007 Copyright William J Schultz, PMP 2007 This work is the...

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EDUCAUSE Midwest Regional Conference 2007 Copyright William J Schultz, PMP 2007 This work is the intellectual property of the author. Permission is granted for this material to be shared for non-commercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the author. To disseminate otherwise or to republish requires written permission from the author. Wisconsin Association of Independent Colleges and Universities 122 W. Washington Ave, Suite 700 Madison WI 53703 608.516.0842 [email protected]

Transcript of EDUCAUSE Midwest Regional Conference 2007 Copyright William J Schultz, PMP 2007 This work is the...

Page 1: EDUCAUSE Midwest Regional Conference 2007 Copyright William J Schultz, PMP 2007 This work is the intellectual property of the author. Permission is granted.

EDUCAUSE Midwest Regional Conference 2007

EDUCAUSE Midwest Regional Conference 2007

Copyright William J Schultz, PMP 2007 This work is the intellectual property of

the author. Permission is granted for this material to be shared for non-commercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the author. To disseminate otherwise or to republish requires written permission from the author.

Wisconsin Association of Independent Colleges and Universities 122 W. Washington Ave, Suite 700 Madison WI 53703 608.516.0842 [email protected]

Copyright William J Schultz, PMP 2007 This work is the intellectual property of

the author. Permission is granted for this material to be shared for non-commercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the author. To disseminate otherwise or to republish requires written permission from the author.

Wisconsin Association of Independent Colleges and Universities 122 W. Washington Ave, Suite 700 Madison WI 53703 608.516.0842 [email protected]

Page 2: EDUCAUSE Midwest Regional Conference 2007 Copyright William J Schultz, PMP 2007 This work is the intellectual property of the author. Permission is granted.

Four Wisconsin private schools collaborate on ERP system

implementation Four Wisconsin private schools collaborate on ERP system

implementation

EDUCAUSE Midwest Regional Conference 2007EDUCAUSE Midwest Regional Conference 2007

Page 3: EDUCAUSE Midwest Regional Conference 2007 Copyright William J Schultz, PMP 2007 This work is the intellectual property of the author. Permission is granted.

WAICU-ETC SchoolsWAICU-ETC Schools

Page 4: EDUCAUSE Midwest Regional Conference 2007 Copyright William J Schultz, PMP 2007 This work is the intellectual property of the author. Permission is granted.

Key PlayersKey Players

Rod Opsal – WAICU Senior V/P

Bill Schultz WAICU-ETC Executive Director

Jeff Ritt – Lakeland College IT Director

Gary Rodman – Ripon College Asst. IT Director/DBA

Mark Schroeder – Wisconsin Lutheran Project Manager

Thomas Hausmann – Wisconsin Lutheran CIO

Jen Haro – MSOE Project Manager

Rod Opsal – WAICU Senior V/P

Bill Schultz WAICU-ETC Executive Director

Jeff Ritt – Lakeland College IT Director

Gary Rodman – Ripon College Asst. IT Director/DBA

Mark Schroeder – Wisconsin Lutheran Project Manager

Thomas Hausmann – Wisconsin Lutheran CIO

Jen Haro – MSOE Project Manager

Page 5: EDUCAUSE Midwest Regional Conference 2007 Copyright William J Schultz, PMP 2007 This work is the intellectual property of the author. Permission is granted.

AgendaAgenda

How and why WAICU-ETC was created

How we Implemented Together

Lessons Learned – a panel discussion

Future of WAICU-ETC

Q/A

How and why WAICU-ETC was created

How we Implemented Together

Lessons Learned – a panel discussion

Future of WAICU-ETC

Q/A

Page 6: EDUCAUSE Midwest Regional Conference 2007 Copyright William J Schultz, PMP 2007 This work is the intellectual property of the author. Permission is granted.

This Project will never work

This Project will never work

WAICU president Rolf Wegenke was invited to speak about our project at a national meeting. When the meeting ran overtime, the moderator said,

“In the interest of time, we are going to skip Rolf’s presentation because we all know this project will never work.”

WAICU president Rolf Wegenke was invited to speak about our project at a national meeting. When the meeting ran overtime, the moderator said,

“In the interest of time, we are going to skip Rolf’s presentation because we all know this project will never work.”

Page 7: EDUCAUSE Midwest Regional Conference 2007 Copyright William J Schultz, PMP 2007 This work is the intellectual property of the author. Permission is granted.

How ETC was createdHow ETC was created

* Due diligence* Decision making process* Governance* Does the consortium model really save

money?* Can the WAICU-ETC model be replicated?

* Due diligence* Decision making process* Governance* Does the consortium model really save

money?* Can the WAICU-ETC model be replicated?

Page 8: EDUCAUSE Midwest Regional Conference 2007 Copyright William J Schultz, PMP 2007 This work is the intellectual property of the author. Permission is granted.

Implementing TogetherImplementing Together

College Sponsor (CFO)

Module Managers

WAICU-ETC PM College Project Manager

End Users

Page 9: EDUCAUSE Midwest Regional Conference 2007 Copyright William J Schultz, PMP 2007 This work is the intellectual property of the author. Permission is granted.

Implementing TogetherImplementing Together Create a formal Project plan that clearly

defines how the project will be managed

Create a formal Project plan that clearly defines how the project will be managed Executive Summary

Project Scope Project Assumptions Project Constraints Project Approach High-Level Timeline Roles and Responsibility Communication Plan Issue Management Plan Scope Management Plan

Executive Summary Project Scope Project Assumptions Project Constraints Project Approach High-Level Timeline Roles and Responsibility Communication Plan Issue Management Plan Scope Management Plan

Microsoft Word Document

Microsoft Word Document

Page 10: EDUCAUSE Midwest Regional Conference 2007 Copyright William J Schultz, PMP 2007 This work is the intellectual property of the author. Permission is granted.

Implementing TogetherImplementing Together

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Panel DiscussionPanel Discussion

Clear Structure: Roles,

Responsibilities and Process

Competent Team Members

External Support & Recognition

Adequate Resources

Communication Ground Rules

Visible, Supportive Leadership

Unified CommitmentCollaborative Climate: War Room

Source: Larson, Carl E.: and LeFasto, Frank J.M. (1989) Team Work: What Must go Right/What Can go Wrong. Newbury Park CA: Sage Publications

Page 12: EDUCAUSE Midwest Regional Conference 2007 Copyright William J Schultz, PMP 2007 This work is the intellectual property of the author. Permission is granted.

Lessons LearnedLessons Learned

ProsTwo heads are better than one

During Implementation and postOpportunity for Collaborative Post

go-live end user trainingSharing of Best PracticesCost savings are significant

ProsTwo heads are better than one

During Implementation and postOpportunity for Collaborative Post

go-live end user trainingSharing of Best PracticesCost savings are significant

Page 13: EDUCAUSE Midwest Regional Conference 2007 Copyright William J Schultz, PMP 2007 This work is the intellectual property of the author. Permission is granted.

Lessons LearnedLessons Learned

Cons Remote Training Consultant preventing forward

progress; have them reassigned. Add more time to implementation to:

Data clean-up on bad data and duplicate records;

Complete Data Conversion Mapping; Reengineer departmental workflow

processes (If I were to do it over again “I would spend more time on process redesign and more time writing reports before go-live.”)

Create Reports

Cons Remote Training Consultant preventing forward

progress; have them reassigned. Add more time to implementation to:

Data clean-up on bad data and duplicate records;

Complete Data Conversion Mapping; Reengineer departmental workflow

processes (If I were to do it over again “I would spend more time on process redesign and more time writing reports before go-live.”)

Create Reports

Page 14: EDUCAUSE Midwest Regional Conference 2007 Copyright William J Schultz, PMP 2007 This work is the intellectual property of the author. Permission is granted.

Future of WAICU-ETCFuture of WAICU-ETC

MSOE joined May 1, 2006

Cardinal Stritch joined December 1, 2006

Possibility for others to join

Creating a Business Continuation Plan

Other software procurements

Annual User Group Meetings

MSOE joined May 1, 2006

Cardinal Stritch joined December 1, 2006

Possibility for others to join

Creating a Business Continuation Plan

Other software procurements

Annual User Group Meetings

Page 15: EDUCAUSE Midwest Regional Conference 2007 Copyright William J Schultz, PMP 2007 This work is the intellectual property of the author. Permission is granted.

Questions?Questions?

For follow-up information contact WAICU-ETC:[email protected] 608.516.0842

For follow-up information contact WAICU-ETC:[email protected] 608.516.0842