Post on 14-Apr-2017
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Key Objectives
• Form initiatives/possible projects so that the requirements around customer portal, call center and segmentation/marketing are well put together
• Ensure prudent management decisions, in terms of business process development and with corresponding IT support
• Ensure Business-IT alignment (i.e., IT projects relate to areas that business values the most)
• Prioritise the business issues that require attention and provide a Roadmap for resolution
• Buy in from business to ensure support for the initiatives• Determine the management options for undertaking the business
improvement initiatives
Objectives – Roadmap enablement Assessment
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Collect data
CategorisePrioritise
Identify and Design
Define Opp
Evaluate Opp
Opp to Funnel
Approach to Scoping Projects and Roadmap
Select stakeholder
Planning
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Identification & Selection of Team
• Business issues• Missing functionality• Strategic importance• Criticality
• Business Requirements
• Technical issues• Problematic technology• Affected systems• Interfaces
Get relevant information about
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Collect data
CategorisePrioritise
Identify and Design
Define Opp
Evaluate Opp
Opp to Funnel
Approach to Scoping Projects and Roadmap
Select stakeholder
Planning
10
All potential initiatives need to resolve business issuesThis exercise must take into account –
• Corporate strategy• Departmental strategies• IT strategy
Identify the strategic & tactical needs
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Collect data
CategorisePrioritise
Identify and Design
Define Opp
Evaluate Opp
Opp to Funnel
Approach to Scoping Projects and Roadmap
Select stakeholder
Planning
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Example: Clean up-to-date Master Data
Relationships
Master Data &
Key Figures
Plans Inter-
action & History
• Account Plans
• Sales Agreement/Contracts
• Visit/Call Plans
• Promotion Program
• Address Data
• Marketing Attributes
• Account Profitability
• Competitor
• Contact Persons
• Account Hierarchies
• Internal & External Relationships
• Interaction History
• Sales History
• Opportunities/Tenders
• Classification
• Influence & Role
• Territories
• Products in Use
• Complaints
• Status Report
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Example: Visit Planning
• Close open actions• Set next agenda
• Provide samples• End users notify
• Report to customer• Set up users on online
training
Plan Activities Post WorkConfirm Prepara-
tionExecute
Visit
Close
Ongoing Measurement
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Collect data
CategorisePrioritise
Identify and Design
Define Opp
Evaluate Opp
Opp to Funnel
Approach to Scoping Projects and Roadmap
Select stakeholder
Planning
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• Each project carries a collective business
value metrics based on e.g.:
o Business Value – 14 parameters
o IT Efficiency – 11 parameters
o (Financial view – 5 parameters)
• Portfolio mix: agile, cost-based or balanced
• Reports risk and probability for success
Business Value Indicators allow Project Prioritization by Business Value
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Business Value and IT Efficiency Index
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38.3
51.6
64.9
40 60 80 100
IT E
ffic
ienc
y In
dex
Business Value Index
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Collect data
CategorisePrioritise
Identify and Design
Define Opp
Evaluate Opp
Opp to Funnel
Approach to Scoping Projects and Roadmap
Select stakeholder
Planning
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• Comprehensive overview of relevant CRM functionality• Business involvement to ensure prioritisation of initiatives• High level business process designs
• Mapping of business requirements to Functionality• High level gap list
• Demonstrated value as outcome and buy in• Alignment to IT and business strategy• Initial project/s short duration, high impact & visibility
• Successive projects aligned to customers CRM charter
Summary Outcome
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Functional Business workshops – { Business Streams }
4 Week Work Plan for Scoping Study & Roadmap
Final Analysis & Deliverable Preparation
“High Level Scope” & Business Team Identification
Identification and development of business process areas within the High Level Scope – review and assess Industry & Customers Best Practices
IT System Landscape Review
Data Gathering on Business Streams
Step 2 – Gather data on “In Scope” business process list.
Step 5 – Prepare final presentation
Step 3 – Conduct workshops to establish a conceptual idea of
business requirements and expectations as well as review and
evaluation and review Industry Best Practices’ alternatives to build high level design and functional mapping
Week 4
Week 1
Week 0
Week 2
Step 1 – Identify the High Level Scope and business team members involved in the study – Planning & Team Set-
Up
1
2
4
3
To achieve the stated objectives the business, application, technical, and financial perspectives are reviewed
Data Gathering on IT Streams
Prioritsation - Determining BVI and IT Efficiency Index Week 3
Step 4 – Conduct Interviews or run survey for gathering the BVI and IT
Efficiency Index including result validation to ensure strategic alignment of Business and IT
4
5
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Underlying Framework of Approach
Purpose Purpose Purpose Purpose • Establish High Level Scope • Understand current project
management process • Identify the business process
owners & key users to be involved in the study
• Establish Study Governance – Sponsors and Stakeholders
• To understand current data and it’s related characteristics
• Understand current & future functional capability, criticality, etc.
• Understand data management capability and scalability of applications
• Understand the current business processes
§ Review and evaluate Industry Best Practice
§ Business process mapping and build High Level TO-BE processes
§ Mapping to CRM Functionality
• Obtain further understanding and conduct survey for BVI and IT Efficiency index (business and technical perspective)
• Result Validation to ensure strategic alignment of business and IT
Contacted Groups Collected Data Data Sources Contacted Groups • Sponsor & Stakeholders • Business Process owner • Management group
• Business Requirements • CRM Business Strategy • CRM Issue List • Interfaces • Technical dependencies • AS-IS processes • Database metadata extraction
• AS-IS Business processes • CRM Best Practices • Business process controls and
cost drivers • Business Functional Model • CRM Business Strategy
• interviews with application support teams • interviews with internal IT development teams • interviews with business process owners and
business application owners
Data Gathering Functional Workshop
Prioritisation (BVI/IT
Efficiency Index)
Project Preparation