ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13,...
Transcript of ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13,...
![Page 1: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/1.jpg)
ERP PlanningAn ERP Planning Process to Facilitate Both
Strategic and Operational Needs
Presented to the ERP Planning GroupJuly 13, 2016
Sam Houston State UniversityHuntsville, Texas
![Page 2: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/2.jpg)
Workload Analysis
Prior to 2013
Work
After 2013 Cherwell implementation
Incident Service Request
Projects Everything Else
![Page 3: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/3.jpg)
Terminology
• ITIL Concepts• Background
• Information Technology Infrastructure Library
• Best Practice Framework
• Based upon the concept of a “Service”
• Incident:• Existing services that are “Out of Service” or “Broken.”
• Service Request:• Existing services with a defined & documented solution. Routine work with existing systems.
• Project• Temporary activities to achieve a single, unique, defined purpose, end-item or result, of
particular importance and value to an organization, within a given time frame.
![Page 4: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/4.jpg)
New Initiative Planning
•Two Primary Types of Planning are necessary to achieve New Initiatives•Strategic•Operational
![Page 5: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/5.jpg)
Strategic Planning
• Occurs at Division, Department, Unit levels• Plans for and recommends New Initiatives over a period of budget cycles• Identifies high-level resource requirements• Understand ongoing impact and return-on-investment of existing products
and initiatives
![Page 6: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/6.jpg)
Operational Planning
• Occurs at Division, Department, Unit levels• Plans for implantation of specific initiatives typically to be delivered within a
twelve-month period • Identifies and manages specific resources needed and available to meet
accurate delivery dates
![Page 7: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/7.jpg)
![Page 8: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/8.jpg)
![Page 9: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/9.jpg)
Strategic Planning
• Occurs at Division, Department, Unit levels• Plans for implantation of specific initiatives typically to be delivered within a
twelve month period • Identifies and manages specific resources needed and available to meet
accurate delivery dates
![Page 10: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/10.jpg)
Strategic Planning
![Page 11: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/11.jpg)
![Page 12: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/12.jpg)
Evaluation
• Who • Functional Departments, Business Analysts
• Confidence Level• None
• Activities• Questions answered
• Deliverables to move forward• Questionnaire, Business case, Functional requirements
![Page 13: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/13.jpg)
![Page 14: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/14.jpg)
Research & Design
• Who • Functional Departments, Business Analysts, Sr. Analysts, Technical Architects,
Tech. Team
• Confidence Level• Fiscal Year
• Activities• Questions answered
• Deliverables to move forward• Research summaries, Design options, Plan proposal
![Page 15: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/15.jpg)
![Page 16: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/16.jpg)
Acquisition & Planning
• Who • Functional Departments, Business Analysts, Tech Team, Vendors, Outside
agencies
• Confidence Level• Fiscal Quarter
• Activities• Questions answered
• Deliverables to move forward• RFP, Purchases, Interface or Programming, Data correction/alignment,
Resource availability/delivery
![Page 17: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/17.jpg)
![Page 18: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/18.jpg)
Work In Progress
• Who • Functional Departments, Application Administrator, PMO, Project Team, Vendor
resources
• Confidence Level• Delivery Date
• Activities• Questions answered
• Deliverables to move forward• Scheduled work completed within scope, budget, time
![Page 19: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/19.jpg)
WIP – Job Board
![Page 20: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/20.jpg)
![Page 21: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/21.jpg)
Service Transition
• Who • Functional Departments, Application Administrator, Service Desk
• Confidence Level• Defined transition period
• Activities• Questions answered
• Deliverables to move forward• Training, Documentation, Support procedures
![Page 22: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/22.jpg)
Service Operation
• Who • Application Administrator, Service Desk
• Confidence Level• Production operation
• Activities• Questions answered
• Deliverables to move forward• On-going support, training & service improvement
![Page 23: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/23.jpg)
![Page 24: ERP Planning Process - Sam Houston State University · Presented to the ERP Planning Group July 13, 2016 Sam Houston State University Huntsville, Texas. Workload Analysis Prior to](https://reader035.fdocuments.us/reader035/viewer/2022081617/6020de191d4893562139bd13/html5/thumbnails/24.jpg)
Questions? – Thoughts?