Post on 14-Apr-2017
AGILE MEAGILE ME
Husni Roukbi
Regional Director, Ellucian
Rapid deployment of ERP
solutions using lean & agile
methods
AGILE MEWHO IS IN THE AUDIENCE?
• How many people work for an organization that has an ERP system
• How many people have worked on an implementation project for these software applications?
• How many people have implemented a project for these applications using Agile?
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• Implementing ERP solutions in the traditional waterfall way that takes up to 18 months before a customer can see the value of it is no longer acceptable.
CLOUD AND AGILE HAS CHANGED THE BUSINESS MODEL FOR IMPLEMENTING ERP SOLUTIONS
Initiation Planning Execution Transition
& Close
Monitor & Control
Define Design Configure Test Deploy
Educate
Project Management Solution DeliveryProject
ManagementSolution Delivery
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THE GOAL — WHAT?
Faster & Cheaper Approach
Reduce Risk with incremental approach
Deployment flexibility (Hosted, Saas, On-Prem)
Avoid customization that prevents future upgrade
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Schedule savings
Cost savings
Scope savings
• Rapid deployment means a mix of:
• Faster time to value and faster to go-lives – schedule savings
• Lower total implementation, few hour and reduced travel – cost savings
• Adjusted scope to focus on what clients need most and fastest – scope savings
BENEFITS OF RAPID DEPLOYMENT APPROACH
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ERP IMPLEMENTATION VS. APPLICATION DEVELOPMENT
• Product Backlog vs. Solution Backlog
• Coding vs. Configuration
• Complexity of Business Requirements
• Diverse set of skills required to complete ERP Processes
• Need for support teams with various skill sets
• Systems Administration
• Security
• Organizational Change Mgmt.
• Quality Assurance / Testing
• Training / Deployment
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ADDRESSING THE CHALLENGES OF ERP AGILE ADOPTION
• Identify a champion for agile
• Integrate Organizational Change Management
• Training for Agile
• Training at all levels
• Ability to apply agile techniques for all aspects of the project
• Dedicate time to an accelerated schedule, faster than the standard model
• Willing to prioritize resources to support a faster time-to-value
• Make processing decisions quickly to meet project schedule
• Provide staff to configure/test/validate
• Dedicate executive sponsorship to the implementation
• Dependency on legacy data – Data Conversion
• End-to-End Solutions – Integration touch points
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AGILE MEAGILE MEKey Ingredients of the Rapid Approach
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Best Practice
• Accept a prescriptive scope model and follow vendor’s recommendations including acceptance of pre-configured rules and validations—and product mix
Value Stream Mapping
• “See the flow” of your value stream and wastes in the flow
• Amend business processes to maximize efficiencies in the system
• Draw the future state
• Prioritize activities needed to achieve the future state.
Build & Release Incrementally
• Structure project to deliver the solution incrementally
• Release on a separate cadence
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Setup Analysis Build Deploy &
Rollout
• Welcome
Environment
• Baseline
build based
on best
practices
• Training
• Value
Stream
Mapping
• Solution
Backlog
• Release
Plan
• Sprint Backlog
• Sprint Goal
• Acceptance
criteria
• Walkthrough
with
stakeholders
• Obtain signoff
• Deploy
configuration
• Data Load
• Knowledge
Transfer
• SIT
• UAT
• Cutover
• Go-live
support
ERP Rapid Implementation Approach
AGILE MEWHAT IS A VALUE STREAM?
A Value Stream is a fundamental thinking construct in Lean. Each Value Stream is the sequence of steps used to deliver value to the Customer.
• “See the flow” of your value stream and wastes in the flow.
• View all services from a system perspective.
• Understanding both material and information flows of your value stream (Current State)
• Draw a blueprint for LEAN transformation – the Future State Map
• Prioritize activities needed to achieve the Future State.
Lead time
R E P E A T
$Trigger
AGILE MEWHY VALUE STREAM MAPPING ?
• VSM helps to reduce workflow costs and steps.
• VSM is a useful visual tool for optimizing your ERP system because it shows a complete view of your entire process at every level.
• VSM provides an efficient and standardized way to identify waste in the production process and eliminate it.
• The only truly effective way to implement Value Stream Mapping is to assemble a team of process stakeholders, study the process, record each step on large paper/poster board to plaster on a large wall, identify data streams and systems, and identify KPI (key performance indicators) for each step, while recording process & queue times.
• Many customers discover that their existing ERP mods are not needed at all. Instead, they only masked poor processes that did not add value.
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VALUE STREAM MAPPING PROCESS
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Services
family
Create Current
State
Analyze
Build Solution
Backlog
Create Future
State
Solu
tio
n B
ackl
og
Rep
eat 3
day
s
Services with common Process Steps
consisting of all the data for your current process (resources, time, and quality for each step of the process)
Find opportunities to improve things.Identify/Document Deltas & Gaps
Update Business Models & Process Design
Update Solution Backlog Prioritization
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ERP FUNCTIONALITY TARGETED FOR VALUE STREAM MAPPING
• Financial (GL, AR, AP, Asset Mgmt., Treasury)
• Sales & Distribution (Prospects, Customer mgmt., sales order mgmt.)
• Manufacturing (BoM, Routings)
• Materials Mgmt. (Procurement, Inventory mgmt.)
• Logistics (Warehouse Mgmt., Transportation Mgmt.)
• Reporting
• Business Rules (customization)
• Workflow (Decisions making & approval points, Alert/warning rules).
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Stakeholder
Product Owner
Solution team member
Product Owner
Vision
Scrum Master
Solution Backlog
Potentially shippable solution
Daily Stand-Up
Sprint
Sprint Review
Burndown Charts
Sprint Backlog
Retrospective
Sprint Planning
Solution Backlog refinement
AGILE BUILD : USE SCRUM TO BUILD SOLUTIONS
SolutionIncrement
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DEPLOY & ROLLOUT
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E p i c E p i c SIT UAT
Data Conversion
Cycle IData Conversion Cycle
II
Sprint2 Sprint3 Sprint5 Sprint6Sprint1 Sprint 4
R e l e a s e
• Data conversion cycles are executed iteratively at a different cadence.• Integration Test & UAT are executed post release completion.• Multiple Go-live are possible.
Data Conversion Cycle
III
Sprint2 Sprint3 Sprint5 Sprint6Sprint1 Sprint 4
Cutover
SIT UAT Cutover