Maximizing Business Benefits
from Software Packages
P2ES - Kananaskis
Presenter: Yogi Schulz
Corvelle Drives Concepts to Completion
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Yogi Schulz
Biography
 Partner in Corvelle Consulting
 Information technology related management
consulting
 Microsoft Canada columnist & CBC Radio host
 PPDM Association board member
 Industry presenter:
–
–
–
–
Project World - 5 years
CIPS Informatics - 7 years
Convergence - 4 years
PPDM Association - several years
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Presentation
Outline
 Increasing Benefits
 Opportunities in
P2ES software packages
 Recommendations
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Software Package
Increasing Benefits
I
n
c
r
e
a
s
i
n
g
Align with Business
and IT Strategy
B
Enhance for
e
Integration
n
e
Plan & Manage
f
Implementation
i
Establish Data
t
s Install Custodianship
Software
Improving Software Package Environment
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Install Software
 Test software package:
– install end-user component on test workstations
– install server component on test server
– load initial test data
– verify operation of software
– train key end-users
 Repeat process for production use
Makes software package usable
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Establish Data Custodianship
 Define data custodian role
 Establish data quality standards
 Train in data management practices
 Support data quality
Enables data quality improvement
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Plan Implementation Project
 Determine project sponsor & steering
committee membership
 Assign project manager & team members
 Write project statement
 Build project plan including
schedule, resources & budget
Positions project for
successful implementation
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Execute Implementation Project
 Upgrade computing environment
 Establish support infrastructure
 Train end-users
 Communicate status and issues
 Convert data
 Deploy new application
Positions software package
for successful use
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Enhance for Integration
 Identify cross-functional data sharing




opportunities
Establish strategy for consolidating data
Enhance software packages
Optimize monthly processing schedule
Enhance data management practices
Enables data sharing
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Align with Business
and IT Strategy
 Evolve software package
 Manage business process change impacts
 Migrate operating framework
to use key technology components
Supports the business strategy
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Summary
 Install Software
 Establish Data Custodianship
 Plan & Manage
Implementation
 Enhance for Integration
 Align with Business and IT
Strategy
Attention maximizes business benefits
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Opportunities in
P2ES software packages
Assess opportunities to
maximize business benefits
from your investment in
P2ES software packages
Consider the assessment questions
on the following pages
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Financial Management







Under-used feature
Yes No
IFRS processing
Excel integration
Optics reporting/query application
Master file integration
Financial budgeting
Attach documents
Job scheduling
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Land Management







Under-used feature
Accounting change notifications
Query capability
Petro-Lab query & mapping
Excel integration
Add Reference documents
Land to Petro-Lab integration
Projects to update data
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Yes No
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PRISM







Under-used feature
Facility charges/Deductions
Input and export interfaces
Market master
FM Master file integration
Sophisticated DOI processing
FM interface sophistication
ERCB Directive 60 support
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Yes No
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Conclusions
 Software package benefits can be increased
 Benefits can be increased without increasing
software licensing costs
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Recommendations
 Evaluate how well your software packages are
delivering benefits
 Act on tactical initiatives
 Reduce avoidable work
 Read new release feature list
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Questions &
Discussion
Please
fill out
evaluation
form
Can you help us
maximize benefits
from software?
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Maximizing Business Benefits
from Software Packages
Yogi Schulz
Partner of Corvelle Consulting
Information technology related
management consulting
Microsoft Canada columnist & CBC
Radio host
Industry presenter
PPDM Association board member
Corvelle Consulting
700, 205 - 5 Ave. S. W.
Calgary, Alberta T2P 2V7
Phone: (403) 249-5255
E-mail: YogiSchulz@corvelle.com
Web: www.corvelle.com
Check out the homework
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Microsoft Office
Word







Under-used feature
Styles
Tabs
Print envelopes
Hanging indents
Running header/footer
Automatic page numbering
Different first page
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Yes No
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Microsoft Office
Outlook







Under-used feature
Yes No
Tasks
Type starting contact on To line
Create appointments from Inbox
Attach links not files
Vcards to share contacts
Search to find contacts & e-mail
Signature to identify e-mail sender
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Microsoft Office
Excel







Under-used feature
Named ranges
Graphs
Sort/Filter
Multiple sheets per workbook
Linking sheets
Populate with query
AutoFill
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Yes No
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Microsoft Office
PowerPoint







Under-used feature
Styles through Masters
PowerPoint Templates
Custom animation
Slide transition
Notes pages
Tables
Video and Sound
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Yes No
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Bibliography

Achieving Value from ERP Systems
– http://www.corvelle.com/articles/msbarticles/value_from_erp.html

Five awesome Excel tips to make your data come alive
– http://www.itbusiness.ca/it/client/en/home/News.asp?sub=true&id=54292

How Your Business Can Benefit From Accounting Software
– http://www.business-software.com/erp/about-accounting/how-yourbusiness-can-benefit-from-accounting-software.php

Information Technology Delivers Business Productivity
– http://www.corvelle.com/articles/msarticles/it_productivity.html

The 10 ways IT can do more with less
– http://www.corvelle.com/articles/msbarticles/do_more_with_less.html

You’ve licensed great software! Now what?
– http://www.corvelle.com/articles/msbarticles/licensed_great_software.html
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More Financial Management





Under-used feature
PST/HST processing
Qbyte Connect
Data entry tips & tricks
Cost allocations
Foreign currency
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Yes No
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Software Package
Range of Capabilities
I
n
c
r
e
a
s
i
n
g
B
e
n
e
f
i
t
s
Manual
Support
Tool
Single
Point
Solution
Tightly
Integrated
Loosely Solution
Integrated
Interfaced Solution
Multi- Solution
Point
Solution
Common
Capability
Range
Improving Application Capability
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Software Package
Optimum Integration Cost/Benefit
I
n
c
r
e
a
s
i
n
g
B
e
n
e
f
i
t
s
Optimum
Data Integration
Range
Complexity Drivers:
 number of interfaces
 number of users/departments
 number of locations
 amount of business change
Increasing Costs
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