How to assess internal risks of a large erp implementation

1. How to assess internal risks of a
large ERP implementation?

2. About Ursa Information Systems
• Gold Partner in the US since 2012
• Specialized in the manufacturing industry
• Offices in Arizona, California and Kentucky
• 20 employees focused on Odoo and Hadoop
• 100+ years of business systems implementation experience
• Best Partner Americas in 2013
• Author of "Financial Accounting with Odoo"
• Contact:
– http://www.ursainfosystems.com
– contact@ursainfosystems.com
–

3. Agenda
• Why?
• Data/Information to collect
• Triage
• Solutions and their cost
• Final decision and what's next?

5. Why?
• To anticipate resistance
• To have realistic expectations from people
• To have realistic estimates
• To find supporters of the new solution
• To give people the time they need to change
• To have a great experience during and after
the project

6. Data/Information to collect
• How long did it take to implement the last big
organizational change?
• How long/What did it take to get your staff efficient on a
new system?
• How did your staff respond to the announcement of this
new project?
• How available are they? For how long?
• How many processes does your organization have?
• How many persons execute each process?

7. Source: Bare Bones Change Management: What You Shouldn't Not Do, by Bob Lewis.

8. Triage
• Supporters
– They are available, excited by the new project and
endorse the chosen solution. They can't stand the old
system any more.
• Acceptors
– They are not available, but curious and eager to use the
new system. They can live with the old system
limitations.
• Resisters
– They are anxious and stressed by the new system. They
loved the old one which was perfect for them.

9. Turn Push and Resistance into Pull and Desire

10. Solutions and their cost
• Supporters
– They must be part of the project implementation team.
– They will be involved in the requirements definition,
validation, testing, training and support.
– 25% of their time dedicated to the project
• Acceptors
– They can advise/support supporters.
– They must be involved in the acceptance tests.
– 4 hours/pers/process (3 hours + 1 hour for support)

11. Solutions and their cost
• Resisters
– They should be involved in the requirements definition
phase and be exposed to the new solution when all the
requirements are met.
– They will require extensive communication, training,
hand-holding and/or documentation.
– 8 hours/pers/process (4 hours + 4 hours for the
assistant/instructor)

12. Final decision and what's next?
• Not ready?
– Can you cut the project into phases? Start with the
process with less resisters. They will be the latest to jump
in and that's fine.
– Can you minimize their work on the new system? Have
someone else doing the data entry?
– Can you save on training with additional features and/or
interface improvements to make their life easier/seduce
them?
• → Turn Push and Resistance into Pull and Desire
• → Search for early victories!

13. Ready to start? Be careful...

14. Thank You!
Contact:
Maxime Chambreuil
contact@ursainfosystems.com
http://www.ursainfosystems.com