Global PM Method Logy
Transcript of Global PM Method Logy
-
7/31/2019 Global PM Method Logy
1/12
Multi site and source systems deploymentFramework and Methodology
Frank Pataky
-
7/31/2019 Global PM Method Logy
2/12
About the Deployment MethodologyDeployment Methodology is a globally consistent framework for implementing Projects. It
provides guidance, a road map and templates to help sites successfully plan and manage ERP
deployment where multiple sites and multiple source system conversions are need.
Why a standardmethodology?
Focused effort,less rework,
increasedefficiency
Access to righttools
and templatesspeeds up
deployment
Standardapproach
= reduced time= reduced cost
Consistentapproachto tracking
benefits
Right first timeimplementation
-
7/31/2019 Global PM Method Logy
3/12
The 17 Deployment Methodology stages
The deployment methodology has been divided into 17 key stages which can at times overlap or run in parallel
Risked Based Project Management (RBPM) stages are also shown to illustrate the alignment of the Framework
with the quality assurance requirements as outlined by RBPM methodology
Objectives, high level milestones, outputs and deliverables are detailed within each stage
R B P M
1. Initiation 2. Requirements &Analysis 3. Design 4. Build 5. Test 6. Transition
7. PostImplementation
S t a g e s
1. DeploymentSite
Evaluation
2. DeploymentProject
Initiation
3. Impact
Analysis4. Inbound &
Outbound DataSourcingAnalysis
5. DataMappingAnalysis
6. Technical
Design
7. ProcessDesign
8. Build / Unit
Test
9. Functional
Rules Testing
10. TechnicalTesting
11. UAT
12. Finance/ITOperations
Setup
13. Parallel Run& Initial Process
Changes
14. Book ofRecord
17. PostImplementation
Project Review& Closure
15. SourceSystem
Tranches16. ProcessChange &Benefits
Realization
-
7/31/2019 Global PM Method Logy
4/12
Deployment Methodology: Stages 1-2
Knowledge = predictability
The more we know upfront, the more accurate theestimates for time and effort required to do the job
No assumptions on site readiness
Evaluation identifies if site is not ready or timing isntright
Site onboarding and expectation management
Allows us to work with the site to identify scope andbenefits of deployment, and gain buy-in from keystakeholders
A standard approach = smoother project kick-off and lifecycle
Budget approved and locked in, adequate resourcingagreed at these earlier stages
R B P M
1. Initiation
S t a g e s
1. Deployment SiteEvaluation
2. DeploymentProject Initiation
-
7/31/2019 Global PM Method Logy
5/12
Deployment Methodology: Stages 3-5
Local requirements identified, analysed and agreed
Confirm the fit of the standard deployment components Target, Gold, Group Systems and standard feeds for the site
Legacy to target data mapping is done
Needs skills and experience but also standard tools and
templates to make the process easier and more predictable
R B P M
2. Requirements &Analysis
S t a g e s
3. Impact Analysis
4. Inbound &Outbound Data
Sourcing Analysis
5. Data MappingAnalysis
-
7/31/2019 Global PM Method Logy
6/12
FTP Deployment Methodology: Stages 6-11
A stage dedicated to process design
Functional Rules Testing (TURF)Included as a particular form oftesting required for platformdeployment
Central environments
= standardised projects andreduced cost and deliverydependencies
R B P M
3. Design 4. Build 5. Test
F T P S
t a g e s
6. Technical
Design
7. ProcessDesign
8. Build / Unit
Test
9. Functional
Rules Testing
10. TechnicalTesting
11. UAT
-
7/31/2019 Global PM Method Logy
7/12
Deployment Methodology: Stages 12-16
Transition stage is one of the most complex
Consistent operations set up, not reinventing the wheel
Leverage the significant amount of work already done tosupport the current deployments
Adaptable methodology: Supports parallel run
Standard approach to Book of Record
Leverage and standardise tranche experiences
Its here where benefits and process changes are realised themethodology will give us a standard approach and tools for this
R B P M
6. Transition
S t a g e s
12. Finance/ITOperations Setup
13. Parallel Run & InitialProcess Changes
14. Book of Record
15. Source SystemTranches
16. Process Change &Benefits Realization
-
7/31/2019 Global PM Method Logy
8/12
FTP Deployment Methodology: Stage 17
Often the forgotten stage in projectsbut value shouldnot be underestimated
Review and closure, gathering of lessons learnedand improvements will be critical to improving themethodology if we are to reduce the time tomarket and the cost of deployment
Continuous improvement
We will gather improvements and makeadjustments at each stage to fine tune themethodology not waiting 18 months to improvethings
R B P M
7. PostImplementation
F T P
S t a g e s
17. PostImplementation
Project Review &
Closure
-
7/31/2019 Global PM Method Logy
9/12
Implement using a structured and repeatable framework to:
Minimise cost
Maximise standardisation
Reduce duration of implementation projects
Use Standard Deployment Methodology
Start at a sigle site
Develop Future sites target: plan and plan per site
Drive deployment to sites from regional team using Subject Matter Expert (SME)resource
Develop a sprate roll-out plan for each sites
Our approach
-
7/31/2019 Global PM Method Logy
10/12
The how
Testing
Processes &Functionality
DataManagement
InformationManagement& Reporting
BUILD
Communications & Engagement
Support
Operations
Implementation& Transition
DEPLOY
Project Governance & Co-ordination
Technology Infrastructure
Business Change and Benefits Realisation
Nine work-streams sharing both Finance and IT resources
-
7/31/2019 Global PM Method Logy
11/12
Resources
Build a region-centric team to run multiple site deployments in tandem
Build a global team of SME to be travel to site implementations as required
Provide Subject Matter Expert (SME) regional team resources to support site teams
Follow the standard work stream organisation both in region and site teams
Functiuonal Users and IT to work closely together, ideally physically co-located
Avoid the need for building substantial implementation teams in each site but develop lasting skills and experience in the site teams
Develop a partnership between local teams to deliver to other regional sites
Target team composition 20 % from previous sites 80% from local sites
Recruit and develop the global teams
-
7/31/2019 Global PM Method Logy
12/12
One Team
Mix of roles, skills and
grades across countries
Excellent cross-site
communications
Building a One Team environment
Joint recruitment approach
Flexible working
practises
Team mobility
Career progression and
succession planning
Comprehensive on-boarding
and team development plan
Joint Business and IT teamwork Local and region teams
working in unison