VOX ISM IMPLEMENTATION
KICK-OFF MEETING
MEETING OBJECTIVES
• Ensure we have a common understanding
of the project.
• Ensure we understand the implementation
process.
• Discuss Roles and Responsibilities.
• Define the Scope of the project.
• Ensure we understand the next steps.
AGENDA
•Introductions
•Why VOX ISM?
•VOX ISM Implementation Methodology
•Project Initiation
•The Typical Training/Consulting Day
•What’s Next
INTRODUCING VOX ISM
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Worldwide CRM Marketing Partner of the Year - 2007
Worldwide CRM Partner of the Year- 2006
New Partner of the Year Global – 2005
Regional Representation
References
2005 New Partner of the Year - Global
Your VOX ISM TEAM
Ed Michitsch
Customer Implementations
Blair Nixon
CFO
Tito Hafez
Project Manager
Evelyn Hill
Financial Consultant
Dainius Saudys
NAV Developer
Your VOX ISM
implementation
Team
Daniel Rotenburg
Technical - Infrastructure
Rob Wilson
Technical - Data
Mark Dalyrmple
Technical – Reports
Mike Fontaine
Materials Consultant
Michael Opait
CRM Consultant
WHY VOX ISM?
• “Everyone Gets It”
• Runs right out of
Outlook
• 100% Microsoft
solution
• Available to all
employees in the
company not just
the 15% in
accounting and
10% in sales
Compelling
Opportunity
Bridges for Change
Preferred State
CRM
Foundation
CRM ADVANCED
Visual
Mfg Advanced
VisualCORE
CRM
Mfg Core
Re-inventing the
organization
Current
State
Current
State
Legacy
Systems
Legacy
Systems
Compelling
Driving Force
Barriers to Change
The “push”
The “pull”
Project Scope
Scope
Timeline
Resources
VOX METHODOLOGY
Initiation
Project
Management
IT Infrastructure
Process
Modeling &
Training
Implementation & Configuration
Process
Training &
Validation Deployment
Project Communication
Project
Planning
Project Control
Installation &
Setup
System Admin
Business
Process Def’n.
Application Training & Config
Piloting &
Process
Refinement
End
User
Training
1st
MonthEnd
Process Modeling & Mini-Pilots
Data Conversion
Management
Reporting
Procedure
Definition
Post
Go-Live
Pilot Migration
Legacy Data
Analysis
Data Scrubbing
Reporting GAP Analysis
Training
Development
SOP & Work Instruction Creation
Project Timeline
Final
Load
GoLive
THE CHANGE CURVE
introduction
of change
THE CHANGE CURVE
Increase
productivity gain
Minimize
degree of
disruption
impact of effective
change management
performance
Decrease
duration of
disruption
THE GRIEF CURVE
active
anger
acceptance
EMOTIONAL RESPONSE
effort to regain control
change perceived
as positive
stability
change announced
or diagnosed
acceptance
change still
perceived
as negative
bargaining
trying to
minimize impact
denial
defending the old way,
rejecting reality
testing
beginning to try
new options
immobilization
depression
fear, confusion,
overwhelmed
frustration,
sense of loss
passive
TIME
Project Initiation
• Establishing the Project Framework
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Target Start and Go-Live dates
Project Objectives
Key Success Criteria
Project Scope
Key Milestones
Key Assumptions
Key Stakeholders and
Project Team
– Project Control
The Typical
Training/Consulting Day
generating
Observations
reaching
Conclusions
building
Recommendations
• Consulting Methods
• Observations, document with
you, existing process flows.
• Conclusions, based on this
knowledge and experience from
similar clients.
• Recommendations, your
options on how best to use Visual
Manufacturing.
Next Steps
• Next Steps.
•Confirm install date – Technical status
•Complete Project Charter/Project Phases.
•Schedule Mfg and Financial Kick off –
Chart of Accounts Review.
•Begin Data Extraction/Scrubbing.
• Training / Project
Room
– Separate meeting room
dedicated, if possible, to the
project.
– Networked workstations and
printers to be used for training
and piloting
– Flip charts) and / or White Board
– Projector and projection surface
is desirable
– Necessary supplies