Skyward Erp Presentation

Skyward ERP Implementation Project

Agenda

• About Skyward.

• Understand benefits of typical Skyward Implementation projects.

• Explain scope of the project for Client.

• Understand implementation methodology of Skyward.

• Explain project team structure and roles / responsibilities.

• Obtain high level overview of Skyward.

About Skyward

Skyward Slide 4

Skyward Service Offerings

Aligning Skyward to the business needs

• Arriving at ERP strategy and IT investment portfolio keeping business benefits in

mind

• Validating the business design around people, processes and technology

• Improving management of Enterprise operation and organization

Sourcing and Service Management

• Assistance in selection of ERP vendor

• Development of business cases and SLAs

Skyward Implementation

• End to end implementation

• Skyward Implementation support

Making large Skyward projects perform

• Identification, prioritization and assistance to the client to address all project risk and

quality issues to ensure proper project mgmt.

• Provision of expert inputs to help the transition of business process definitions to the

application requirement specifications.

• Conduct Change Readiness Assessment workshops, develop Change Strategy,

periodically help review & revise the Change Strategy

Skyward Slide 5

Skyward Service Offerings

Post Implementation Review

• Review of current state of the ERP in terms of benefits, coverage, usage, relevance

and issues

• Review of appropriate controls supporting integrity of business processes

• Review Business Case adherence and Recommend opportunities for better leverage of

investments in IT

Improve ERP Governance

• Help and implement effective Governance frameworks based on industry standards.

• Improve and optimize system architecture, performance, scalability, and redundancy.

• Assist IT management in selecting system controls and developing system security

configurations

Cost Management

• Benchmark their ERP performance against peers and best practice so as to identify

improvement opportunities

• Analyze cost reduction possibilities

• Develop cost identification and charging systems

Benefits of Skyward Implementation

Skyward Slide 7

Project Benefits

Skyward ERP project is an investment for an organization and

it helps in reaping Quantitative as well as Qualitative benefits.

Skyward Slide 8

Typical Quantitative benefits

• Reduction in time for book close (monthly, quarterly, annually).

• Reduction in time for preparation of monthly MIS for senior management.

• Better working capital management through visibility of inventory, production,

strict credit control for customers etc.

• Reduced inventory carrying cost due to efficient procurement process –

reduction in lead time from indent to procure to issue.

Skyward Slide 9

Typical Qualitative benefits

• Standardization of business processes across plants / units of the

organization.

• Real time data integration.

• Single point data entry improves data quality and consistency.

• Cross-function access to information, more holistic picture

– Analysis of single source of data.

– On screen enquiry.

– Data drill down.

• Reduction in manual efforts, duplication of work, non-value adding activities.

• Enhanced internal controls including segregation of duties.

Skyward Slide 10

Aim is to dramatically reduce Transaction Processing time, cost and effort

1

2

3

4

66% Decision Support

5% Finance Function Management

18% Controls

11% Transaction

Processing

Free resources for value creation and protection..

Skyward Slide 11

Transforming business performance through the

successful integration of people, process and

technology…...

People

ProcessTechnology

Critical Success Factors

Project Introduction

Skyward Slide 13

Overall project scope

• Skyward Modules Scope:

Finance

Sales

Purchase

Inventory

Production

Costing

HR and Payroll

• Manufacturing locations – No. of plants

• Project Site – Head Office and Branches

• Timelines – 3 months after Blue Print Signoff

Skyward Slide 14

Who are involved in the project?

Procure

licenses

Mobilise

Team

Mobilise

H/WSupport

Skyward Client H/W Vendor Client / Skyward

Implement

Skyward

Review

???

Implementation Methodology

Skyward Slide 16

Approach

Implementation

Stages

Project

Preparation

Blue Print Realization Final

Preparation

Go Live and

Support

1. Skyward ERP

Implementation

Prepare

infrastructure

define technical

requirements

Study As-Is

processes and

design To-Be

processes. Design

interfaces and

reports

Configure and test

in Development

and Integration

environments

Migrate

configuration to

production

environment.

Conduct pre Go

Live checks

Go Live. Address

issues. Fine tune

developments.

2. Data

Migration

Identify master

data

Prepare templates.

Create and check

test data. Suggest

controls and

validations.

Develop and test

data migration

programs.

Master and

transaction data

upload.

Address issues.

Sustenance plan.

3. Infrastructure Study HW, SW

requirements. HW

sizing and

installation.

Recommend steps

to define security

policy. Framework

for creating users

and authorizations.

Create ‘Test’

client. Install

production server.

Configure

transport system.

Final testing and

transport. Pre Go

Live check.

Performance

check.

Legacy system

cut off.

Production

system

performance

monitoring.

4. Benefit

Realization and

Sustenance

(Process

Improvement)

Identify

processes,

bottlenecks and

CSFs.

Define performance

measures and

framework to

measure it.

Standardize

processes.

Realize KPIs.

Test changed

processes and

train users.

Continuous

monitoring of

process

performance.

Skyward Slide 17

Approach

Project

Preparation

Blue Print Realization Final Preparation Go Live and

Support

5. Project

Management

Project plan,

templates,

procedures and

standards.

Document

escalation

procedure.

Ensure

deliverables and

sign off.

Scope change

review. Timely

deliverable and

sign off.

Prepare

contingency plan

and cutover plan.

Go Live

sustenance plan.

Support

procedure and

help desk.

Manage project

closure.

6. Change

Management

Identify change

agents.

Identify process

and organization

structure changes

and its impact.

Prepare

communication

plan.

Conduct change

workshops.

Implement

communication

plan.

Conduct change

workshops.

Implement

communication

plan.

Access change

readiness.

Evaluate and

monitor change.

7. Knowledge

Transfer

(Training)

Skyward overview/

Master data/ Data

migration.

Prepare training

templates and

manuals. Hands

on training to

core team.

Core team

training (train

the trainer).

End user training

by trainers.

Identify additional

training needs for

the end users.

End user training

on continuous

basis.

Skyward Slide 18

Implementation Methodology – Project Preparation

Phase 1 – Project Preparation

The purpose of this phase is to provide detailed planning and preparation for your project. Although

each Skyward project will have its own unique objectives, scope and priorities, the steps in Project

Preparation will help confirm and plan the principal topics that will need to be considered.

As the project team prepares for the Skyward implementation, there are several important issues that

must be addressed:

- Confirm viability of project goals and objectives

- Confirm the scope of your implementation

- Confirm your implementation strategies

- Specify the overall project schedule and implementation sequence

- Establish the project organization and committees

- Assign resources

By addressing these issues early in your implementation, you will help ensure that the project

proceeds efficiently and that you have established a solid foundation for a successful Skyward

implementation.

Major Milestones

The detailed project scope is signed-off by the project sponsors

The project team is staffed to support the Business Blueprint Phase

Project Strategies are complete and signed-off by the project sponsors

The project kick-off meeting is held

The Steering Committee is in place

Skyward Slide 19

Implementation Methodology – Project Preparation

Project Kickoff

Detailed Project Plan***

Core Team training

Project strategies***

Project infrastructure

Project kick off meeting involving entire

project team and steering committee members

Project time frames, detailed list of

deliverables, project organization and roles

and responsibilities

Overview of Skyward ERP to the Core Team

members

Approaches to key aspects in the

implementation including business

blueprinting, configuration, development,

system architecture, data transition and

change management

Fully operational development hardware for

Skyward system and project team; Fully

equipped project site infrastructure and

facilities for the project team

Skyward, Client

Skyward

Skyward

Skyward

Client

Client

Client

Client

Deliverable Description Major

Responsibility

Minor

Responsibility

*** Deliverable / Activity requires a formal signoff*** Deliverable / Activity requires a formal signoff

Skyward Slide 20

Implementation Methodology – Business Blueprint

Phase 2 – Business Blueprint

The purpose of this phase is to create the Business Blueprint, which is a detailed

documentation of the results gathered during requirement workshops. Furthermore, the

Business Blueprint documents the business process requirements of the company. On this

basis, you achieve a common understanding of how the company intends to run its business

within the Skyward ERP. During this phase, you also:

• Refine the original project goals and objectives.

• Define the baseline scope

• Refine the overall project schedule and implementation sequence.

Major Milestones

Technical environment for development is installed

Business process workshops are run

Business processes are designed and documented

Interfaces, Conversions, Enhancements, Bolt-on, if any are defined

Preliminary Data collection and cleaning approach are defined.

Business Blueprint is created and approved by Project Sponsors. Business

Blueprint outlines

How Skyward functionality will be used for each process, product gaps and

solutions.

Skyward Slide 21

Implementation Methodology – Business Blueprint

Business Blueprint***

Preliminary Data

Transition Approach

and Key data elements

Data collection and

cleaning plan

List of interfaces and

enhancements

Hardware Sizing &

Installation

Detailed to-be business processes

outlining how the Skyward ERP

functionality

will be used in each process, product

gaps and solutions

Approach to taking over data from

legacy systems into Skyward ERP

Status of the data at various locations,

detailed plan for data collection and

cleansing, responsibilities for data

management

Detailed list of developments that need

to be taken up for reports, layouts, data

uploads and interfaces, along with effort

estimate and resource plan for the

development activities

Sizing & Installation of servers, design

and installation networks

Skyward, Client

Skyward

Client

Skyward, Client

Client

Client

Skyward will

assist Client in

sizing of

servers


Responsibility

Minor

Responsibility

*** Deliverable / Activity requires a formal signoff

Skyward Slide 22

Implementation Methodology – Realization

Phase 3 – Realization

The purpose of this phase is to implement business and process requirements based on the

Business Blueprint. The objectives are final implementation in the system, an overall test, and the

release of the system for productive (live) operation. The project team receives relevant knowledge.

Major Milestones

Configuration and confirmation

Develop Conversion plans and programs

Develop application interface programs

Develop enhancements

Bolt-on configuration and enablers

Create reports

Create layout sets

Conduct System integration test and record test results

Develop End-user training strategy and plan

Create user authorization and profiles

Conduct Quality check

Skyward Slide 23

Implementation Methodology – Realization


Configured system***

Detailed data

conversion plan

Data preparation and

cleaning

Reports, interfaces,

layouts and

enhancements

System test plan and

test results***

User authorizations

End user training

strategy and plan

Fully configured system as per to-be

processes and system documentation

Detailed data conversion plan for each

location along with responsibilities

Data collection, extraction from legacy

systems, cleaning and testing of the

data

Completed development, documented,

tested and accepted by end users

Test plans for module and integration

testing, test results

User authorization profile definition

and profile creation in the Skyward

system

End user training structure and

training schedule

Skyward

Skyward

Client

Client

Skyward,

Client

Client

Skyward

Client

Client

Skyward

Client


Responsibility

Minor

Responsibility

Skyward Slide 24

Implementation Methodology – Final Preparation

Phase 4 – Final Preparation

The purpose of this phase is to complete the final preparation, including testing, user training, system

management and cut over activities, to finalize your readiness to go live. This final preparation phase

also serves to resolve all crucial open issues. On successful completion of this phase, you are ready

to run your business in your productive Skyward system.

Major Milestones

Transfer of tested customization and development to production environment

Completion of Conversions

Delivery of End User Training

Establishment of Help Desk

Tested Technical Environment

Review of Open issues

Attain Final Approval For Going Live

Skyward Slide 25

Implementation Methodology – Final Preparation


End user training

Production System

Data upload

Help desk

Open issues list and

contingency plan***

Go-live readiness

checklist***

Go Live***

Delivering role based product training

to users at each of the locations

All configuration and development

transferred to the production

environment and tested

All the data elements tested and made

available in the prescribed file formats,

uploaded into the production system

and signed off

Help desk personnel identified, help

desk procedures defined and staff

trained

Complete and prioritize the open

issues list and approaches to each of

the issues

Assessment of key parameters for go-

live and degree of readiness

Shutdown of legacy systems and

cutover to live ops on Skyward ERP

Client

Skyward

Client

Client

Skyward

Skyward

Skyward, Client

Skyward

Client

Skyward

Skyward

Client

Client


Responsibility

Minor

Responsibility

Skyward Slide 26

Implementation Methodology – Go Live and Support

Phase 5 – Go Live and Support

The purpose of this phase is to move from a pre-production environment to a live productive

operation. You must set up a support organization for users, not just for the first critical days of your

productive operations but also to provide long term support.

During this phase, users of the Skyward system have many questions. There must be a solid user

support organization easily accessible to all users. This phase is also used to monitor system

transactions and to optimize overall system performance. Finally, the completed project is closed.

Major Milestones

Successful Go-Live

Official handoff to client

Skyward Slide 27

Implementation Methodology – Go Live and Support


Project closure

document***

Open issues and plan for resolution of

each of the open issues

Skyward,

Client


Responsibility

Minor

Responsibility

Skyward Slide 28

Project Monitoring Framework

Our project management is based on the following philosophies :

It is imperative that a project is supported by an Integrated Project Work-plan which will

help us to carry out

Multilevel analysis: Project, development area, detailed task.

Tracking of progress: Daily and Weekly Status Reviews.

Formal reporting: Monthly and Quarterly reporting to Management.

Steering Committee Meetings: Before and After important milestones

There has to be timely and accurate communications, for which we need to

Publish weekly status reports.

Have an Integration Coordination Team responsible for managing the multiple

module / location configuration issues.

Early user involvement for which we need to

Schedule reviews and system walkthroughs with process owners / super users /

end users.

Ensure a formalized sign-off process.

Skyward Slide 29

Project Monitoring Framework

Reporting and Control

The Project Manager develops a periodic update with the following information

Project executive status

Risk / Issue log

Accomplishments for the week

Goals for next week

Milestone progress

This is discussed with the client project manager during periodic project manager meets

to resolve pending issues and plan further activities

Skyward Slide 30

Training and Knowledge Transfer

Core Team Training

Once the core team is identified they will undergo an extensive training for an agreed

time frame. This training will consist of 3 phases.

The first phase will be Skyward Overview training for all functional team

members.

The second phase will be Skyward functional module, the detailed

product, training for the relevant teams.

The third phase will be the detailed discussion on the interface points

for the relevant teams

The core team will be divided according to the modules assigned to them during the

project initiation phase and each will undergo training in their respective modules.

The training will have required hands-on sessions to enable the team members to work

comfortably with the Skyward system.

Skyward Slide 31

Training and Knowledge Transfer

End User training

The success of an implementation can be achieved only by fully trained end users.

With this in mind we propose to provide the base template to the core team

members who will develop a detailed training plan, training manuals and finally

conduct training for end users. Skyward will facilitate this process by providing the

training strategy and approach.

The end users will be divided in batches as per their functional and process

involvement. Core team will identify and nominate the end users for this training.

Hand-holding support to the users

While Skyward takes the entire core team through the implementation, it has been

Skyward’s policy to provide post implementation support to the implementation team

and the end-users, after the system goes live.

Selected members of the team will be identified for the post implementation support

Skyward Slide 32

Data Migration Methodology

Challenge of data conversion / migration is the coordination between four normally

disparate groups

• Skyward functional

• Skyward technical

• Legacy functional

• Legacy technical

Skyward’s Data Migration methodology

Determine Skyward module and master data

• Skyward will provide the templates for the Master and Transaction data that

needs to be migrated from legacy system to Skyward

Determine Source System

• Determine the legacy source systems that are needed to populate Skyward

data files.

Determine Conversion Method

• Manual or automatic, by analyzing the volumes and complexity.

Skyward Slide 33

Risk Management

Project Risks

Skyward recognizes that implementing a complex ERP system such as Skyward system

may involve certain risks for Client. Accordingly, we shall take steps to mitigate project risk

during the lifecycle of the project. Our approach to risk management is guided by the belief

that:

Project risk is measurable.

Measurement and structure of risk profile is necessary.

Based on risk assessment, different projects require:

• Different project management strategy

• Different project management style

• Different project management skills

During the project, the Skyward team and the Client project management team will conduct

an exercise in risk identification and mitigation jointly.

Skyward Slide 34

Risk Management

Medium riskHigh risk

Low risk Low risk

Complexity of

Technology

Clarity of Business Model

Accordingly, the Analysis stage of the project lifecycle is marked, as a “high risk”

zone, design and construction are “medium risk” zones while execution is “low”.

Skyward Slide 35

Quality Assurance

Skyward brings to the table the unique ability of delivering a holistic solution to a client,

encompassing the need to bring in industry and domain expertise, the needed technology

know-how developed through vendor relationships, and the need for a clear understanding

of the client's business processes, analytical requirements and future vision.

Quality Assurance Activities

No. Activity Responsibility

1 Initiate Project Quality Assurance Activities PM/ PQA

2 Track Project Quality Assurance Activities and

measurements

PM/PQA

3 Conduct Audit of the Project PQA

4 Report and ensure issue resolution PQA

PM : Project Manager

PQA : Project Quality Advisor

Project Team Structure

Skyward Slide 37

Project Organisation

Project ManagerSkyward

Project ManagerClient

Project Steering Committee

Client

Skyward Technical Teams

Skyward + Client

Skyward Module Teams

Skyward + Client (Core Team representing all functions / departments / units)

Skyward Slide 38

Responsibilities of Client Core Team

As-Is

To-Be

Realisation

Final

Preparation

Support

Provide understanding of current business processes, undertake

Skyward overview training

Agree with Skyward on how the business processes will be mapped in

Skyward, understand gaps if any, agree on alternate solution to bridge

the gaps

Undertake detailed module training, develop test cases, conduct

testing, confirm whether solution meets Client’s requirement

Assist in end user training, prepare data for migration, agree on

accesses / authorisations to be given to end users, assist in go-live

Handhold end users, solve queries, make desired changes to solution

where necessary

Skyward Slide 39

Client Team Involvement

Phase Preparation As-Is To-Be Realization Final

Preparation

Support

Core Team

IT Team

Project Manager

Sr. and Top Mgmt

End Users

Skyward Overview

Skyward Slide 41

Skyward 1.0 Real time Integration Model

Sales &Distribution

ProductionPlanning

MaterialsManagement

Finance &Controlling

CustomerSales Order

Shipment

Receivable Accounts / Cash Receipt

Credit Limit

Material Availability Check

Transfer of Requirements

Goods Issue to SO

Go

od

s Receip

t

Invo

ice Receip

t

Pu

rchase O

rder

Accounts Payable

Invoice

Accounting DocumentProduction Cost

Production Order

Production Order Receipt

Vendor

Skyward Slide 42

determination

Order follow-up

inventory management

Requirements

1.

Vendor selection3.Order Processing4.

5.

Goods receipt and6.

Invoice verification

Purchase Order

7.

8.Source

determination

2.Payment

Vendor

invoice?

MM Process Overview

Skyward

Inventory And Purchase Functional Flow

Slide 43

Skyward Slide 44

Pre -Sales ActivitiesPre -Sales Activities

Sales Order

Processing

Sales Order

Processing

Inventory

Sourcing

Inventory

Sourcing

ShippingShipping

BillingBilling

Invoice

PaymentPayment

Sales Processes: Overview Diagram

Skyward Slide 45

-

Sales Functional Flow

Skyward Slide 46

Documents in Sales

MMAATTEERRIIAALLSS

MMGGMMTT..

Pre- salesPre- sales

Sales OrderProcessing

Sales OrderProcessing

ShippingShipping

BillingBilling

Customer payment /Financial Accounting

Customer payment /Financial Accounting Accounts

receivable

Accounts receivable

Schedulingagreement

Schedulingagreement

Invent . sourcingInvent . sourcing

ContractContract

SSAALLEESS

IINNFFOO

SSYYSSTTEEMM Billing doc .Billing doc .

TransportationOrder

TransportationOrder

ContactContact

InquiryInquiry

QuotationQuotation

DeliveryDelivery Goods issueGoods issue

Material Stock Account

Material Stock Account

ShipmentShipment

PP

RROODDUUCCTTIIOONN

PPLLAANNNNIINNGG

OrderOrder

Skyward Slide 47

The FI application module is designed for automated

management and external reporting of general ledger,

accounts receivable, accounts payable, and other sub-ledger

accounts

SkywardApplication Modules

Financial Accounting (FI)

Skyward Slide 48

Financial Accounting

FI

• General Ledger Accounting

• Accounts Payable

• Accounts Receivable

• Financial Controlling

Skyward Slide 49

Production Functional Flow

Thank you

Skyward Techno Solutions Pvt. Ltd.304, 3rd Floor, Galaxy Mall, Opp. Jansi Ki Rani BRTS Bus Stop, Nehrunagar, Ahmedabad.

Email: [email protected]

Phone: +91-079-40308265. Mobile: +91-9712900717, 9723811771.

Skyward Erp Presentation

Technology

Transcript of Skyward Erp Presentation