Today’s Agenda
!
!
$
" # #
%
&
Epicor at a Glance
Company Overview
Global presence in over 50 countries
• Leading Global ERP Provider
– Global Midmarket
– Divisions / Subsidiaries of Global 1000
• Founded in 1972.
– Headquartered in Dublin, CA
• Industry focus. Vertical market expertise
– Manufacturing & Distribution
– Retail & Hospitality
– Professional & Financial Services
Award Winning Software and Services
• Advanced Technologies / Products
– Solutions built on .NET architecture from Microsoft
– 100% Service-Oriented Architecture (SOA)
• 20,000+ customers worldwide
– Attracting 600-800 new customers annually
Financial Snapshot
• $834M in revenue (PF 2011 )
– ~22% SW license growth. ~6%Y/Y Revenue growth.
Implementation Best Practices for ERP Success | April 2012
© Epicor Software 2012
Lessons Learned From Best-In-Class ERP
Implementations
Eric Kimberling
President
Panorama Consulting Solutions
www.Panorama-Consulting.com
Phone: 720-515-1377
Twitter: @erickimberling
© Copyright 2012 Panorama Consulting Solutions.
All Rights Reserved.
4
Agenda
1
Brief Introduction of Panorama Consulting
2
Purpose of the Webinar
3
Common Challenges of ERP Implementations
O
4
Tips for A Successful ERP Implementation
© Copyright 2012 Panorama Consulting Solutions.
All Rights Reserved.
5
About Panorama Consulting Solutions
Niche consulting firm with focus on the ERP market
Our service offerings include:
•
•
•
•
ERP Software Evaluation and Selection
ERP Implementation Project Management
ERP Organizational Change Management and Benefits Realization
IT Staffing and Support
Application Development
Experience with 150+ ERP packages
Depth in targeted industries, including manufacturing,
distribution, financial services, and the public sector
ERP Vendor Independent and Neutral
© Copyright 2012 Panorama Consulting Solutions.
All Rights Reserved.
6
Some of Our Clients
© Copyright 2012 Panorama Consulting Solutions.
All Rights Reserved.
7
Agenda
1
Brief Introduction of Panorama Consulting
2
Purpose of the Webinar
3
Common Challenges of ERP Implementations
4
Tips for A Successful ERP Implementation
© Copyright 2012 Panorama Consulting Solutions.
All Rights Reserved.
8
Purpose of this Webinar
• To learn from our ERP Report about actual
results from ERP implementations
• To understand how best-in-class results
compare to failed ERP implementations
• Provide best-in-class ERP implementation tips to
make your ERP projects more successful
© Copyright 2012 Panorama Consulting Solutions.
All Rights Reserved.
9
Agenda
1
Brief Introduction of Panorama Consulting
2
Purpose of the Webinar
3
Common Challenges of ERP Implementations
4
Tips for A Successful ERP Implementation
© Copyright 2012 Panorama Consulting Solutions.
All Rights Reserved.
10
Top ERP Implementation Challenges
Source: Panorama Consulting Solutions 2012 ERP Report
http://panorama-consulting.com/resource-center/2012-erp-report/
© Copyright 2012 Panorama Consulting Solutions.
All Rights Reserved.
11
Project Statistics – Risk Factors
2011 Average
2010 Average
% Take Longer Than Expected
54.0%
61.1%
% Cost Exceeds Budget
56.0%
74.1%
% Benefits Realization > 50%
50.0%
48.0%
© Copyright 2012 Panorama Consulting Solutions.
All Rights Reserved.
12
Percent of Benefits Realized
Source: Panorama Consulting Solutions 2012 ERP Report
http://panorama-consulting.com/resource-center/2012-erp-report/
© Copyright 2012 Panorama Consulting Solutions.
All Rights Reserved.
13
Level of ERP Customization
Source: Panorama Consulting Solutions 2012 ERP Report
http://panorama-consulting.com/resource-center/2012-erp-report/
© Copyright 2012 Panorama Consulting Solutions.
All Rights Reserved.
14
Agenda
1
Brief Introduction of Panorama Consulting
2
Purpose of the Webinar
3
Common Challenges of ERP Implementations
4
Tips for A Successful ERP Implementation
© Copyright 2012 Panorama Consulting Solutions.
All Rights Reserved.
15
Eight Traits of Best-in-Class
ERP Implementations
1.
2.
3.
4.
5.
6.
7.
8.
Focus on detailed business processes and requirements first and
foremost
Focus on achieving an ROI from your ERP investment
Commit strong project management and full-time resources to the
project
Gain commitment from company executives
Take time to plan up front
Plan and begin data migration early
Ensure adequate training and change management
Understand the target benefits of ERP
© Copyright 2012 Panorama Consulting Solutions.
All Rights Reserved.
16
Trait #1
Focus on Business Process and Requirements
• Understand how your business operates
• Define and prioritize your key business
requirements
• Business requirements should be defined during
selection and refined throughout implementation
• Don’t overemphasize a software’s technical
capabilities if they’re not aligned with your needs
© Copyright 2012 Panorama Consulting Solutions.
All Rights Reserved.
17
Trait #2
Focus on Achieving a Positive ROI
• Develop a specific and comprehensive business
case prior to committing to an ERP solution
• Business benefits should be as tangible as the
defined solution costs
• Establish key performance measures
• Set baselines and targets for key performance
measures
• Track post-implementation performance
© Copyright 2012 Panorama Consulting Solutions.
All Rights Reserved.
18
Trait #3
Project Management and Resource Commitment
• Have strong project manager to support and
participate in the project
• Leverage experienced resources
• Develop strong project controls
• Implement a risk management and mitigation
plan
• Conduct ongoing phase reviews throughout
implementation
© Copyright 2012 Panorama Consulting Solutions.
All Rights Reserved.
19
Trait #4
Secure Executive Commitment
• Support from CIO or IT Director
• Ensure CEO and entire C-level are on board
• Support from top-management will minimize
conflicts with business needs
• Establish regular project reviews with executive
team and/or steering committee
© Copyright 2012 Panorama Consulting Solutions.
All Rights Reserved.
20
Trait #5
Take Time to Plan Up Front
• Make sure you do it right, don’t just jump in to a project
• Take time to validate the software vendor’s
understanding of business requirements and their project
plan
• Budget time to thoroughly test new business processes,
security roles, customizations, etc.
• The more time you spend, the less you will pay later
• Communicate to employees and stakeholders
© Copyright 2012 Panorama Consulting Solutions.
All Rights Reserved.
21
Trait #6
Focus on Data Migration Early
• Define the data scope up front, including for master and
transactional data
• It’s never too early to begin scrubbing and mapping data
• Data should be thoroughly tested during conference
room pilots and testing
• Remember, garbage in = garbage out
• Don’t forget about data history
© Copyright 2012 Panorama Consulting Solutions.
All Rights Reserved.
22
Trait #7
Adequate Training and Change Management
• ERP systems involve big change for the whole company,
including employees
• Training, change management, and job design is crucial
to ERP projects
• ERP training should focus on business workflows rather
than transactions
• Train-the-trainer approach is effective and embeds
knowledge in organization
© Copyright 2012 Panorama Consulting Solutions.
All Rights Reserved.
23
Trait #8
Know Why You’re Implementing ERP
• Don’t blindly follow what others did in their
implementations
• Clearly understand what you are trying to accomplish
with an ERP system
• Have a well-defined purpose and goals
• Mine lessons learned and battle wounds from people
who have been there
© Copyright 2012 Panorama Consulting Solutions.
All Rights Reserved.
24
What Makes for a Successful Implementation?
People
Proven implementation methodology
Focus on goals & objectives
Built around best practices
Advanced implementation tools
Proper fit in the industry
Knowledge transfer
Implementation Best Practices for ERP Success | April 2012
© Epicor Software 2012
Epicor Consulting Group
Qualified Personnel
1500 direct Epicor consultants worldwide
Industry, product & technology expertise
Over 10 years on average tenure
Authorized consulting partners
All use the same Signature Methodology
Industry, product & technology certified
- Project Management Institute (PMI)
- APICS
- Six Sigma
- SQL
Implementation Best Practices for ERP Success | April 2012
© Epicor Software 2012
Best Practice Methodology
Implementation Best Practices for ERP Success | April 2012
© Epicor Software 2012
Critical Importance of ROI Focus
'
(
(
(
)
$*+
%
( $
$
,
-(
.
/
0
1
'
( $*
$
5
• 789$*
(
• 279
:( % (
0
'
$
$*6
-
1
( $*
$
"/;
23<3
"/
(2334
(
(
(
Epicor Project Resources & Tools
SharePoint Project Control Center
Project planning workbook
Best practice models
Embedded Courses
Epicor Knowledge Mentor lessons
Data Management Tool (DMT)
Data migration templates
Project management
Implementation Best Practices for ERP Success | April 2012
© Epicor Software 2012
Conclusions
However you resource your ERP implementation, keep sight of the Eight
Traits of Best-in-Class ERP Implementations:
1.
Focus on detailed business processes and requirements first and foremost
2.
Focus on achieving an ROI from your ERP investment
3.
Commit strong project management and full-time resources to the project
4.
Gain commitment from company executives
5.
Take time to plan up front
6.
Plan and begin data migration early
7.
Ensure adequate training and change management
8.
Understand the target benefits of ERP
Implementation Best Practices for ERP Success | April 2012
© Epicor Software 2012
Questions and Next Steps
Contact an ERP Specialist:
• Toll Free Line: (800) 999-6995
• Or
Presented
by: email with questions: info@epicor.com
Contact the Speaker:
•
Eric Kimberling (720) 515-1377
•
Or eMail with questions:
Eric.Kimberling@panorama-consulting.com
View other Webcast recordings:
• Available on Epicor.com
http://www.epicor.com/Company/Webcasts/