A very short primer on how to think strategically about the systems in your business...

1. PLANNING & IMPLEMENTINGPLANNING & IMPLEMENTING
STRATEGIC SYSTEMSSTRATEGIC SYSTEMS
Presented at...Presented at...
Metro Connect 97Metro Connect 97

2. 2
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
Ron EllisRon Ellis
 MIS Director for Arco Int’l & SyncorMIS Director for Arco Int’l & Syncor
 Founded The MIS Department in 1990Founded The MIS Department in 1990
 Majority Interest acquired by InlandMajority Interest acquired by Inland
Business Systems in 1997Business Systems in 1997
 BA Cal State Fullerton - MBA USCBA Cal State Fullerton - MBA USC
 Active in a variety of prof. &Active in a variety of prof. &
community-oriented orgs.community-oriented orgs.

3. 3
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
INLAND BUSINESS SYSTEMSINLAND BUSINESS SYSTEMS
 Minolta & Savin Copiers & Fax machinesMinolta & Savin Copiers & Fax machines
 Comprehensive Computer SupportComprehensive Computer Support
ServicesServices
Technology services with staff & closelyTechnology services with staff & closely
affiliated ‘affiliated ‘partner firms’partner firms’
Focus on Assoc. & Nonprofits, Prof.Focus on Assoc. & Nonprofits, Prof.
Service & FranchisorsService & Franchisors

4. 4
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
This Presentation Focuses on:This Presentation Focuses on:
 Why PlanWhy Plan
 44 Strategic Systems Coming FastStrategic Systems Coming Fast
 33 Critical strategic Systems PlanningCritical strategic Systems Planning
ComponentsComponents
 1010 Considerations for Effective ProjectConsiderations for Effective Project
ManagementManagement

5. 5
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
Why Plan?Why Plan? Competitive AdvantageCompetitive Advantage
Guru,Guru, Michael PorterMichael Porter
Build barriers to Entry (Build barriers to Entry (MicrosoftMicrosoft))
Enhance loyalty (Enhance loyalty (American Hospital SupplyAmerican Hospital Supply))
Favorably alter the balance of power withFavorably alter the balance of power with
suppliers (suppliers (American AirlinesAmerican Airlines))
Change the basis of competition within anChange the basis of competition within an
industry (industry (Federal ExpressFederal Express))
Develop entirely new products (Develop entirely new products (Finance &Finance &
InsuranceInsurance))

6. 6
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
Strategic SystemsStrategic Systems
Coming Our Way Fast!Coming Our Way Fast!
 Some key (Some key (simple-ideasimple-idea) technologies to) technologies to
watch & considerwatch & consider
Unified MessagingUnified Messaging
Voice RecognitionVoice Recognition
Intranet / ExtraNetIntranet / ExtraNet
Customer ManagementCustomer Management

7. 7
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
http://www.att.com/aspg/http://www.att.com/aspg/
odemo.htmlodemo.html
 Hello this is Ron Ellis presenting toHello this is Ron Ellis presenting to
Metro Connect 97.Metro Connect 97.
 I'm using Voices, a World-Wide-I'm using Voices, a World-Wide-
Web interface to AT&T's WatsonWeb interface to AT&T's Watson
text to speech synthesizer, atext to speech synthesizer, a
system for translating anysystem for translating any
machine-readable text into speech.machine-readable text into speech.

8. 8
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
Critical Strategic Systems PlanningCritical Strategic Systems Planning
ComponentsComponents
 MethodologyMethodology
 Expected ResultsExpected Results
 Projects (Projects (Company, Dept., Group,Company, Dept., Group,
PersonalPersonal))

9. 9
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
METHODOLOGYMETHODOLOGY
 Interviews & MeetingsInterviews & Meetings
 QualificationsQualifications

10. 10
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
EXPECTED RESULTSEXPECTED RESULTS
 A Consensus PlanA Consensus Plan
 Comprehensive Plan DocumentComprehensive Plan Document
 A PresentationA Presentation

11. 11
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
PROJECTSPROJECTS
 Current Systems & CapabilitiesCurrent Systems & Capabilities
 Prospective ProjectsProspective Projects
The Whole ‘The Whole ‘Wish ListWish List’’
 High Priority ProjectsHigh Priority Projects
Economic PayoffEconomic Payoff
Strategic RequirementStrategic Requirement

12. 12
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
““You can have it good or fastYou can have it good or fast
or cheap. Pick any two.”or cheap. Pick any two.”
... Harry S. Truman... Harry S. Truman

13. 13
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
#1#1 GET THE SYSTEM ON PAPERGET THE SYSTEM ON PAPER
BEFORE GOING TO WORKBEFORE GOING TO WORK
 The cheapest Way to Visualize AlternativesThe cheapest Way to Visualize Alternatives
& Make Estimates.& Make Estimates.
 The Design You NeedThe Design You Need
 System ImplementationSystem Implementation
 Project ManagementProject Management

14. 14
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
#2#2 DON’T ASSUME THERE ISN’T ADON’T ASSUME THERE ISN’T A
““CANNED SOFTWARE SOLUTIONCANNED SOFTWARE SOLUTION””
 Industry Specific SoftwareIndustry Specific Software
 Generic ‘Integrated’ SoftwareGeneric ‘Integrated’ Software
 Specialty SoftwareSpecialty Software
 Home GrownHome Grown

15. 15
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
#3#3 ALWAYS CONDUCT A ‘ALWAYS CONDUCT A ‘Right-Sized’Right-Sized’
RFP PROCESSRFP PROCESS
 Selecting From One or Two VendorsSelecting From One or Two Vendors
 Ask Vendors to Present their Products in aAsk Vendors to Present their Products in a
Right-Sized FormatRight-Sized Format
 Prepare a Standard Response FormPrepare a Standard Response Form
 Selecting Software that WorksSelecting Software that Works

16. 16
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
START WITH SEVERAL THENSTART WITH SEVERAL THEN
SELECT FROM 2 OR 3 VENDORSSELECT FROM 2 OR 3 VENDORS
 Get the Contract You DeserveGet the Contract You Deserve
 Consultant vs. Integrator vs. ValueConsultant vs. Integrator vs. Value
Added ResellerAdded Reseller

17. 17
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
#4#4 MAKE SURE YOU HAVE A PROCESSMAKE SURE YOU HAVE A PROCESS
& PLAN TO FOLLOW (1 of 3)& PLAN TO FOLLOW (1 of 3)
The Systems Development Life CycleThe Systems Development Life Cycle
 Investigation PhaseInvestigation Phase
• Initial InvestigationInitial Investigation
• Feasibility StudyFeasibility Study
 Analysis & General Design PhaseAnalysis & General Design Phase
• Existing Systems ReviewExisting Systems Review
• New Systems Req’sNew Systems Req’s
• New System DesignNew System Design
• Implementation & Installation PlanningImplementation & Installation Planning

18. 18
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
#4#4 MAKE SURE YOU HAVE A PROCESSMAKE SURE YOU HAVE A PROCESS
& PLAN TO FOLLOW (2 of 3)& PLAN TO FOLLOW (2 of 3)
 Detailed Design & Implementation PhaseDetailed Design & Implementation Phase
• Technical DesignTechnical Design
• Test Specifications & PlanningTest Specifications & Planning
• Programming & Testing (Programming & Testing (Acquisition &Acquisition &
TestingTesting))
• User TrainingUser Training
• Acceptance TestingAcceptance Testing

19. 19
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
#4#4 MAKE SURE YOU HAVE A PROCESSMAKE SURE YOU HAVE A PROCESS
& PLAN TO FOLLOW (3 of 3)& PLAN TO FOLLOW (3 of 3)
 Installation PhaseInstallation Phase
• File ConversionFile Conversion
• System InstallationSystem Installation
 Review PhaseReview Phase
• Development RecapDevelopment Recap
• Post-Implementation ReviewPost-Implementation Review

20. 20
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
MANAGING PROJECTSMANAGING PROJECTS
 Define the project purposeDefine the project purpose
 Develop a project planDevelop a project plan
 Track progressTrack progress
 Provide statusProvide status
 Close & evaluate the projectClose & evaluate the project

21. 21
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
#5#5 ELEMENTS OF A PROJECT PLANELEMENTS OF A PROJECT PLAN
 Project purposeProject purpose
 Description of activities & tasksDescription of activities & tasks
 Constraints & dependenciesConstraints & dependencies
 Schedules & milestonesSchedules & milestones
 ResponsibilitiesResponsibilities
 Resource requirementsResource requirements

22. 22
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
#6#6 REASONS FOR HAVING AREASONS FOR HAVING A
PROJECT PLANPROJECT PLAN
 CommunicationCommunication
 Delegation of activitiesDelegation of activities
 Quality assuranceQuality assurance
 Staying on track & in controlStaying on track & in control
 Managing changeManaging change
uPLAN

23. 23
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
#7#7 DON’T FAIL TO EVALUATEDON’T FAIL TO EVALUATE
FEASIBILITYFEASIBILITY
 FinancialFinancial
 Operational (Operational (People ProcessingPeople Processing))
 TechnicalTechnical
 Schedule (Schedule (The DeadlineThe Deadline))
 Human Factors (Human Factors (Readiness for ChangeReadiness for Change))

24. 24
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
#8#8 CONSIDER RISKCONSIDER RISK
High Structure Low Structure
Low Company Familiarity
with the involved
Technology
Large Size-
LOW RISK
Large Size-
LOW RISK
(Very Susceptible to
mismanagement)
Small Size-
VERY LOW RISK
Small Size-
VERY LOW RISK
(Very Susceptible to
mismanagement)
High Company Familiarity
with the involved
Technology
Large Size-
MEDIUM RISK
Large Size-
VERY HIGH RISK
Small Size-
MEDIUM-LOW RISK
Small Size-
HIGH RISK

25. 25
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
#9#9 PLAN TO PROTOTYPEPLAN TO PROTOTYPE
 NOT Planning to Prototype may beNOT Planning to Prototype may be
Planning to Prototype Live!Planning to Prototype Live!
 Tools for PrototypingTools for Prototyping
Database Languages (dBase, Access,Database Languages (dBase, Access,
etc)etc)
 Informal PrototypingInformal Prototyping

26. 26
PreparedPrepared
by INLAND BUSINESS SYSTEMSby INLAND BUSINESS SYSTEMS
07/14/13
#10#10 EVALUATE YOUREVALUATE YOUR INVESTMENTINVESTMENT
 Determine if Your Getting What you Bought:Determine if Your Getting What you Bought:
 Post Capital AuditPost Capital Audit
 Post System Implementation ReviewPost System Implementation Review
of Features & Benefitsof Features & Benefits
 Useful LifeUseful Life

27. THANK YOU INTERACT 97THANK YOU INTERACT 97
PARTICIPANTS!PARTICIPANTS!