CHAPTER 16 EUIS PROJECT MANAGEMENT: IMPLEMENTING, MONITORING, AND ALIGNING BUSINESS PROCESSES Learning Objectives After completing this chapter, students should be able to: Describe the roles of implementing, evaluating, and institutionalizing new business processes in the EUIS project management model. List steps an organization could follow as a guide to implementing EUIS projects. Given a situation in which new technologies are planned, suggest strategies for their implementation. Identify major facility changes that must be considered in preparing a site for new technologies. List ten ways to conduct an EUIS evaluation and explain when they might be used. Develop an equipment feature analysis form, an interview guide, and an attitude questionnaire appropriate for EUIS evaluation. Explain the importance of the final step of the EUIS Project Management Model: institutionalize business processes. Lecture Outline 16.1 16.2 16.3 Introduction Step Six: Implementing EUIS Projects 16.2.1 Managing Project Implementation 16.2.2 Staffing for the Implementation Stage 16.2.3 Selecting Pilot and Model Office Installations 16.2.4 Preparing the Facilities 16.2.4.1 Ensuring a correct installation 16.2.4.2 Ensuring a convenient installation 16.2.4.3 Ensuring a comfortable and safe installation 16.2.5 Obtaining and Installing the System 16.2.6 Installing Security Measures 16.2.7 Developing Solutions 16.2.8 Delivering User Training 16.2.9 Establishing New Procedures 16.2.10 Managing the Change Process Step Seven: Evaluating EUIS Projects 16.3.1 Who Should Do the Evaluation? 16.3.2 When Should Evaluation Take Place? 16.3.3 What Should Be Evaluated? 16.3.4 How Should Evaluation Be Done? 16.3.4.1 Feature Analysis 16.3.4.2 User Interviews 16.3.4.3 Company Files 16.3.4.4 Attitude Questionnaires 16.3.4.5 Communications Audit 16.3.4.6 Work-Time Measurement 16.4 16.5 16.6 16.3.4.7 Cost Comparisons 16.3.4.8 User Competency Testing 16.3.4.9 Participant Observation Step Eight: Institutionalize New Business Processes 16.4.1 Providing Remedial and Advanced Training 16.4.2 Modifying or Enhancing Systems 16.4.3 Meeting Job Performance Objectives 16.4.4 Meeting Business Process Objectives 16.4.5 Meeting Business/Management Objectives Why Some Systems Fail Summary Chapter Overview This chapter explains the last three steps of EUIS project management: implementation, evaluation, and institutionalization of new business processes. EUIS project management is an art as well as a science— determining which of the strategies to use, when, and by whom depends on time constraints, the enduser group, the complexity and newness of the technology, and of course, budgets. This chapter overviews implementation strategies, offered as “steps” to successful implementation. The list is not exhaustive. Moreover, depending upon organizational factors, the steps are not necessarily in the appropriate order. Emphasize the need for a planning document. Knowing who is responsible for what and when is an important management control. The task force may continue as the implementation team, or a new group may be appointed to oversee the implementation. Here is where pilot and prototype installation evaluation can be a means of providing support/enthusiasm for the new system. Preparing the facility for the new technology is an important step which is often overlooked. Physical installation means the technology is appropriately placed and safety and security issues (discussed in an earlier chapter) are addressed. Applications should be phased in gradually, allowing time for end users to become proficient with the system before either the end user or the system is evaluated. Evaluation strategies should be planned in advance of installation. The chapter offers several strategies that are built on methods detailed in Chapter 14: interviews, questionnaires, observation guides. In addition, equipment feature analysis forms and cost comparisons are suggested. Evaluation data provides feedback that is very important for the next step, institutionalizing new business processes, and for continuing to refine business results to achieve project goals. The final step is the most critical for bringing the benefits of technology to the bottom line, yet it is the phase that is most often given short shrift. When business process changes are part of the project, they must be planned, implemented, and evaluated as carefully as the technology. Otherwise, many of the potential benefits of newly installed technologies will not be realized. It cannot be assumed that individuals and groups will automatically change their behaviors to capitalize on the technology. It rarely happens. Teaching Suggestions Computer Expert System Simulation Highly recommended (the simulation has been used at New York University and Indiana University with great success) is a computer-based simulation, N. Dean Meyer and Associates’ GamePlan. GamePlan allows your students to work in the role of a newly appointed “Manager of End-User Computing” and apply strategies outlined in this chapter to an organization identified with a corporate culture that is either traditional, consensus-driven, profit-centered, or futurist. The simulation package and its extensive support materials are available from N. Dean Meyer and Associates. Write or call them at: 233 Mountain Road, Ridgefield, CT 06877; (203)431-0029. www.ndma.com Guest Speaker This point in the course is another highly effective time to bring in an outside speaker. Invite a project manager to come to class and describe planning, analysis, design, implementation, evaluation, and institutionalization of business processes for one or two projects for which they have been responsible. Have students visit the web site of the speaker’s company as preparation for the class presentation. Case Study Case studies are one of the most effective ways to teach project management. Use the Part Five Case Study or a case study from the companion web site or web links. Have students work in groups to discuss the case and prepare the case questions or do a project such as preparing an RFP, developing a project proposal, or developing an implementation plan.