Bring Your Business into the 21st Century : Part 1
WasteExpo 2011
Improving Your Financial Management System
PRESENTATION TEAM
TODAY’S AGENDA
WHY GO AROUND IN CIRCLES
FIND THE RIGHT ROUTE
WHY COMPANIES LOOK FOR NEW
FINANCIAL SYSTEMS
PAIN
ORGANIZE
TIME
DO MORE WITH LESS
ACCOUNTABILITY
COMMUNICATIONS
REPORTING
VISIBILITY
TOP 8 REASONS
ORGANIZE YOUR REASONS
LETS GO LOOK FOR A SYSTEM
WHAT SHOULD WE LOOK FOR?
TOP 10 CRITERIA FOR SELECTING
1ST TIMERS
TOP 10 CRITERIA FOR SELECTING
2ND TIMERS
PRIORITIZE
LOOK AT THE PLAYERS & THE
COMPETITION
Most important: Set a Goal and Timeline and Stick
to it.
WHAT ARE THE PITFALLS TO BE AVOIDED
30% of all projects fail, while another 50% of all other
projects miss expectations.
Gardner Group
AVOID
AVOID
AVOID
AVOID
AVOID
AVOID
AVOID
AVOID
AVOID
AVOID
TOP 10 INTERNAL PITFALLS TO AVOID
WHAT OPTIONS DO YOU HAVE IN A
FINANCIAL SYSTEM.
THERE ARE 3,358
ACCOUNTING SOFTWARE
PRODUCTS TO CHOOSE
FROM
SHORT LIST OF POPULAR OPTIONS
WHAT STEPS SHOULD YOU FOLLOW
WHEN INSTALLING A NEW SYSTEM.
SIX SURE STEPS TO SUCCESSFUL
IMPLEMENTATION
The Diagnostic phase helps us establish high-level
expectations and budgets for our project. This is
accomplished prior to the start of the
implementation.
Activities and deliverables in each
phase can be streamlined to meet
your needs.
Sample Project
Plan start of
The Analysis phase represents
the official
the implementation.
Keyoff
activities
and
The
Analysis phase kicks
your successful
project
deliverables
include:
with
clear expectations,
prepared project teams,
• Fitsolid
Gap requirements.
Analysis Spreadsheet
and
• Functional Requirements Document
• Project Plan
• Change Control Plan
• Communications and Training Plans
• Development, Quality & Testing Standards
• Future State Business Process Workflows
Activities and deliverables in each
phase can be streamlined to meet
your needs.
In the Design phase we will configure and
Sample Training Plan
personalize your solution, and design any
customizations needed to meet your requirements.
In the Design phase, you will help design any
Key activities and
deliverables
include:
customizations
needed
to meet
your requirements
•and
Risks
Management
seeand
theIssues
formulation
of your overall solution
•design.
Core Team Training
• Create Test Scripts
• Conduct Feature Testing
• Create Technical Design Document
• Begin Data Migration Design
Activities and deliverables in each
phase can be streamlined to meet
your needs.
In the Development
phase,
your complete
Sample Production
Environment
solution willSpecifications
be built andDocument
configured. Key
activities
and deliverables
include:
In the Development
phase,
your solution is
configured and tested, and coding of all required
• customizations
Determine Security
Roles and ready to deploy.
is complete
• Complete System Configuration and ISV
Solution Setup
• Finalize Customization Code
• Conduct Acceptance Testing
• Begin Developing Data Migration Scripts
Activities and deliverables in each
phase can be streamlined to meet
your needs.
In the Deployment phase, all our teamwork comes
together in the transition to your new Microsoft
In the Deployment stage, you’ll go live on your
Dynamics solution. Key activities and deliverables
new Microsoft Dynamics solution after
include:
completing user acceptance testing and sign-off.
•
•
•
•
•
•
End User Training
Final System Readiness
Final Acceptance Testing
Plan for Go-Live Cutover
Final Data Migration
Go-Live
Activities and deliverables in each
phase can be streamlined to meet
your needs.
In the Operation
phase,
we’ll Document
close the project and
Sample Project
Review
In the Operation
phase,
we’lland
ensure
you have
identify
any ongoing
support
transition
everything
you
need
to activities
operate your
new
assistance
you
need.
Key
and deliverables
Microsoft Dynamics solution on your own.
include:
• Provide Post Go-Live Support
• Review Deliverables against plan and
Close Out Project
• Establish Ongoing Quality and Testing Strategy
• Conduct Disaster Recovery Test
Activities and deliverables in each
phase can be streamlined to meet
your needs.
SUMMARY
PLAN, COMMUNICATE, WALK DO NOT
RUN.
FOR MORE INFORMATION
www.itadynamics.com
www.wasteandrecycle.com
Contact information:
mayoroa@itadynamics.com
dale.schlagel@microsoft.com
THANK YOU