Change Management & Technology Implementation
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Transcript Change Management & Technology Implementation
What is Change Management?
Change Management &
Technology Implementation
Arlene Chemello, CPA
IT Manager, Projects
Linda Willis, CPA
Tax & License Manager
GFOAZ Winter Conference
Prescott, AZ
February 16, 2012
Agenda
What is Change Management?
Why is Change Management Important?
Change Management Tools
TALIS Project
Challenges
Successes
Lessons Learned
What is Change Management?
“It must be considered that there is nothing
more difficult to carry out nor more doubtful
of success nor more dangerous to handle
than to initiate a new order of things.”
– Niccolo Machiavelli
What is Change Management?
True or False?
A Great Solution + Effective Project Management
= Project Success
False
What is Change Management?
What is Change Management?
“Those who believe they can do something and
those who believe they can't are both right.”
–Henry Ford
What is Change Management?
Active, Visible Leadership Buy-in
Communicate
Training
Why is Change Management
Important?
Change Management Tools
CM Tools: Project Charter
People
Business Processes
Technology/Systems
CM Tools:
Communication Plan
CM Tools: Business Process
Documentation
“The first rule of any technology used in a
business is that automation applied to an
efficient operation will magnify the efficiency.
The second is that automation applied to an
inefficient operation will magnify the
inefficiency.”
– Bill Gates
CM Tools: Business Process
Documentation
CM Tools: Training Plan
TALIS Project
Background
Vision
Vendor
Challenges
Challenges: Changes
Priorities
Key Decisions
Scope Creep
Challenges: Scope Creep
Challenges: Scope Creep
Challenges: Scope Creep
Challenges: Scope Creep
Council adopted Fire
Inspection Fees
Steering Committee
directed for new fees to be
tracked in Tax Mantra
Business vs Building
Oriented
Challenges
Team Member Issues
Limited resources
No implementation experience
Potential for “revolt”
Data Migration
Accounting (journal entries)
Reports
E-Tax
Successes
Successes
Cohesive Team
Pre Go – Live
Consolidated/Re-designed forms
Tax Returns
Training
Check21/Scanning
Post Go-Live
Support
Quality control
Lessons Learned
Impact of external forces
Go-Live date selection
Ticklers
Final Thoughts…
Keep Sponsors involved
Partner with IT Department
Project team room
Define escalation process
Simple Change Management Techniques
Project moved to Production support
Conduct Project Retrospective
Conclusion
Contact Information
Arlene Chemello, CPA
IT Manager, Projects
[email protected]
(623) 930-2908
Linda Willis, CPA
Tax & License Manager
[email protected]
(623) 930-2216