Please use the following two slides as a template for your

presentation at NES.

How to Make Integrating New Businesses Hurt Less

Marlene Lynn, CPPM CFBAE Systems

Julie Feldman, CPPSSunflower Systems

Learning Objectives

We will discuss areas that need to be addressed when contemplating the integration of new businesses into your Asset Management System.

– How to plan and carry out any changes to your Asset Management System

– Corporate Culture– Training– Communication recommendations

Asset Management System Changes

• When additional programs are added to your asset management system, you may – Update the system processes– Change configuration values– Migrate program data

Asset Management System Changes

• Regardless of the extent of changes, the following stages should be followed

Plan Prepare Analyze Test Deploy

Planning

• How long do you think this will take?

• When are you going to do this?

• What else might affect the timing?

Preparation• Develop an

implementation plan– Identify resources needed– Set up your timetable

• Develop a cutover plan– Determine how and when

you want to move to new system

Analysis and Development

• Identify procedure and business rule changes necessary

• Identify the data cleanup required

• Identify reporting requirements and how they will be addressed

• Identify impacts to existing users

Testing• Create a test plan

– Data Migration– New Business Process

Testing– Regression Testing

• Set up test scenarios and samples

• Test everything in the Test Database first

Deployment

• Timing • Communication• Help Desk• Procedure and Business Rule

enforcement• Post-production support

Lessons Learned

• Post-Mortem– What worked well?– What didn’t?– Is there anything else

we need to do?

Dealing With Corporate Culture

• Getting the organization ready for the changes– Try to understand what

impact the corporate culture will have on the implementation and address it

• Management Support • Employee Buy-In

Training• Business Rule changes – Identify these and

address them as soon as possible • Training manual – Do you need to adjust your

existing manual or are you going to create a new one?

• How training is presented – Select the method you will use to train your employees– Classes– On-on-one instruction– Webinars

• Develop the appropriate training materials• Set up training

Communication

Who do you need to communicate with?• Internal - Asset Management

Group• External - Other affected

employees• Customers

Communication• What media will you use to

communicate about the changes to your system?– E-mails– Written materials– Webinars– Videos

• Use different media for different groups• Multiple communications

QUESTIONS