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Transcript of Extended Services LUA Benelux presentation Extended Services [email protected] /...
Page 204/21/23
Agenda
Extended Services ?
– The team
– The process
Webinar information flyer
Webinar topic
Feedback
EXTENDED SERVICES
Page 304/21/23
EXTENDED SERVICES
The Team
HEINHEIN
JOHNJOHN
GERT-JANGERT-JAN ANTOINETTEANTOINETTE
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Extended Services (founded June 2009)
EXTENDED SERVICES
Verticals
– M&D
– ESM&R
– CP
Current implementation or upgrade
Dedicated Sales team, Project Managers and Practice directors
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Extended Services (founded June 2009)
All other customers
Regions
EXTENDED SERVICES
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When is Extended Services your partner ?
I HAVE GOT A ISSUE !
A BUG IN M3?
LAWSON EXTENDED SERVICES
LAWSON GLOBAL SUPPORTIS A MOD
INVOLVED?
YES
YES
NO
NO
AS
SIS
TA
NC
E
EXTENDED SERVICES
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When is Extended Services your partner ?
I HAVE GOT A QUESTION ?
LICENSES? ACCOUNT EXECUTIVEYES
NO
MAINTENANCE?
DEDICATEDPM OR PD?
MAINTENANCE RENEWAL MANAGER
DEDICATEDPM OR PD
LAWSON EXTENDED SERVICES
AS
SIS
TA
NC
E
YES
YES
NO
NO
EXTENDED SERVICES
Page 804/21/23
Who does what within ES?
CLIENST SOLUTION CONSULTANT
CUSTOMER REQUEST
EXTENDED SERVICES
LAWSON EXTENDED SERVICES
PROJECT LEAD
INFORMATION
ADVISE
WORKORDER
PROJECT MANAGEMENT
REPORTS
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Proposal The following types of engagements will NOT incur chargeable time from a Project Lead
or Project Manager
– Engagements which consist only of training such as customer specific onsite training classes, public training, vLabs etc
– Fix installs or corrections in response to an issue raised through CASE
– Staff augmentation where Lawson provides one or more resources to be managed onsite by a manager provided by the customer and the work involved is not part of another Lawson project
– Ad hoc technical or functional consulting where a single Lawson resource is assigned to resolve one or more specific pre-defined issues
Then there are some engagements that typically would always require some project management time. Engagements over $250k value and/or sold via a SOW.
All other engagements may incur some chargeable time from a Project Lead or Project Manager
– Lawson policy requires that a nominated individual be accountable to the customer for the success of any engagement - the Project Lead or Project Manager is the single point of contact
– Our experience tells us that engagements which have no central point of co-ordination, run a higher risk of time and budget overruns which lead to dissatisfaction and frustration for the customer
EXTENDED SERVICES
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Project Lead Chargeable TimeWe consider the following activities to be chargeable
1. Participate in/schedule pre-engagement planning calls; verification of Scope and Expectations of Project
2. Define project parameters with customer: project calendar, meetings schedule, consultant schedules
3. Management of and participation in project meetings or calls eg kick off meetings, deliverable reviews, status meetings, phase and project close out meetings
4. Management of Lawson project budget, timeline and scope throughout project and report status regularly
5. Integration management with other concurrent projects or initiatives
6. Management of internal project dependencies, co-ordination of resources to align with dependencies
7. Creation of Project Management deliverables, as required
8. Quality approval process, project plan and budget, staffing calendar, milestone plan
9. Manage consultant deliverables and perform quality reviews; verify scope and expectations of individual consulting engagements
10. Manage project issues and risks list
11. Manage project change management process
12. Co-ordinate Lawson project resources, Identify and co-ordinate client resources if required
13. Act as issue escalation point for Lawson resources
14. Provide project direction and strategy recommendations
15. Ad hoc communications such as phone calls or conference calls or email correspondence with the client
16. Meeting other requests from the client
17. De-brief consultants at roll-off time
EXTENDED SERVICES
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Project Lead Non Chargeable Time
The following activities have to be carried out and incur a cost to Lawson but will not be charged
1. Personal time recording, monitoring and approval of time recorded by Lawson consultants
2. Setting up project codes, tasks and billing codes in the Lawson Service Automation (SA) system
3. Resolution of issues associated with SA codes and time recording
4. Managing resource requests through the Lawson Resource Planning process, matching of skill sets to resource needs. This includes rescheduling activities required as result of project timeline changes
5. Provision of CVs/resumes, setting up interviews for client approval of proposed resources
6. Billing and resolution of billing discrepancies or issues
7. Travel bookings
8. Management of HR activities for Lawson resources on the engagement
9. Investigation/resolution of Lawson resource issues reported by customer
10. Project transition activities during replacement of Lawson PL/PM, whether due to Lawson transition need or request by customer.
EXTENDED SERVICES
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Project Lead (short description)
Resource management - Work with the LPS resource coordinator to identify resources for the engagement. Brief the consultants on the engagement.
Setup interviews with the customer for the purpose of resource selection. Attend the interviews and finalize the project timeframes.
Billing management - Work with the customer on billing questions and issues. Making sure that the consultants are staying within the project budget.
Budget to actual reporting – Provide our clients with a summary of the budget to actual comparisons for the active and closed engagements
Project Management – For projects which are larger in nature, preparation of a project plan, monitoring the defined and agreed timeline to make sure the project stays on track.
Solution advisement - Provide advice and strategy on how to move forward with Lawson.
Service delivery oversight - Ensure that the resources on site are delivering the promised solutions and confirming with the client. As well as making sure that the customer is satisfied with the services provided.
EXTENDED SERVICES
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Extended Services Objective Long term relationship with our customers
– Assist on request
– Pro-active information
– Add value to our customers
EXTENDED SERVICES
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Webinars
INTROINFO SESSION
BY EXPERT PACKAGED
DEALCLOSE
15 / 20 MINUTES
EXTENDED SERVICES
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Packaged Deal
UPGRADE MEC SERVER TO 9.0.2.5
* MAX. 2 DAYS MEC SERVER SPECIALIST
BUDGET BASED ON TIME & MATERIAL
SEPA SOLUTION
* 1 DAY FINANCE CONSULTANCY (ONSITE)* 1 DAY INSTALLATION SEPA MAPPINGS ON MEC SERVER* 4 HOUR RESERVATION LOCAL NEEDS* 4 HOUR Q & A (REMOTE)* 2 HOUR PROJECT MANAGEMENT* TEST SCRIPTS
1 ADDITIONAL COUNTRY VERSION
* ADDITIONAL HALF DAY FINANCE CONSULTANCY (ONSITE)* ADDITIONAL HALF DAY INSTALLATION SEPA MAPPINGS ON MEC SERVER* ADDITIONAL 4 HOUR RESEVERATION LOCAL NEEDS* ADDITIONAL 1 HOUR Q & A (REMOTE)* ADDITIONAL 1 HOUR PROJECT MANAGEMENT
26 HOURS
+ 14 HOURS
+ 16 HOURS
EXTENDED SERVICES
Page 1604/21/23
The Lawson solution
APS100Invoer Leveranciers-factuur
APS130GenererenBetaalbatch
MeC serverGenereren SEPA XML bestand
BANKVersturen naar en verwerken door lokale bank
CRS620LeverancierStamgegevens
CRS624LeverancierStamgegevens(financieel)
CRS692LeverancierBankgegevens
SEPA
Page 1704/21/23
CURRENCY IMPORTAL
Automatic import of exchangecrates in Currency imPortal.
Upload these rates in M3, with one button.
Update rate on company or division level.
Update more than one database at once.
Daily / periodic upload with the help of thejob scheduler
Currency imPortal
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ARCHIVING
nut - 3 jaart - 7 jaar
TRANSACTIE DATATRANSACTIE DATAHISTORISCHTRANSACTIE DATAHISTORISCHTRANSACTIE DATA
HISTORISCHETRANSACTIE DATA
(OFFLINE)
HISTORISCHETRANSACTIE DATA
(OFFLINE)
Archiving
Page 1904/21/23
A new customer and credit check
“I have to perform a creditcheck for this new customer... and I am so busy at the moment...”
“Can’t this be automatically processed?”
LSO SCRIPTING WORKSHOP
Scripting workshop
Page 2004/21/23
More Than ONE Way to Get to 10.1
Which door is right for you?
1.Many modifications? Changed business model? Different people? Poor data quality? System is a mystery? Very old versions of M3?
2.Better base to execute business process improvements? Processes are ok to start with a 1:1 upgrade? Need better user productivity tools?
3.Need to upgrade to get advantages of new functionality to improve core business? Need a proper pre-study to prepare all details before going to the board?
We have the key!
M3 try and buy
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Coming webinar agenda
Wednesday 17 November – Archiving
Wednesday 17 November – M3 10.1 Try & Buy
Wednesday 1 December – Digita EU-listing
Wednesday 15 December – Currency imPortal
Wednesday 12 January – Cash Flow Management
Wednesday 12 January – M3 10.1 Try & Buy
Wednesday 26 January – Learning Accelerator
Wednesday 26 January – LSO Scripting workshop
NEW
NEW
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FEEDBACK
We like to have your feedback, because it is very important to us.
Page 2304/21/23
