Transcript ESA Services Level 2 - Transit Finance Learning Exchange

PeopleSoft Real-Time
Enterprise and Business
Process Automation
-Best Practices for ERP
Implementations
PeopleSoft Global Services
Agenda
 Introductions
 ERP Implementation Objectives & Challenges
 PeopleSoft Consulting ERP Solutions
 ERP Consulting Strategy
 Summary
Q & A
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Agenda
 Introductions
 ERP Implementation Objectives & Challenges
 PeopleSoft Consulting ERP Solutions
 ESA Consulting Strategy
 Summary
Q & A
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ERP Objectives
 Reduce Costs
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Travel and expense reduction
Streamline procurement of external services
Better management of projects
Financial insight
 Increase Productivity
 Put the right people on the right jobs
 Increase utilization of those resources
 Automate and streamline administrative tasks
 Improve Results
 Financial and workforce performance
 Visibility into project success
 Increase revenue recognition opportunities for billable organizations -can bill earlier, faster
 For internal organizations, timely and accurate cost allocations
 Reduce total cost of ownership
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Challenged with Enterprise Pain Points
 Profit Pains:
 Increasing revenue
 Reducing costs
 People Pains:
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Recruiting new talent
Retaining talent
Managing contingent workforce
Retooling the workforce based on market needs
 Process Pains:
Automating all of the service delivery processes
Ability to report on and analyze the enterprise
Planning and bidding on engagements
Accurately forecasting sales / resource planning
Quickly starting new lines of business or reacting to M&A
activities
 Leveraging knowledge of prior service delivery
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Typical Implementation Challenges
What are the top causes of customer implementation
delays/overruns?
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Incomplete requirements
Lack of user involvement
Lack of resources
Unrealistic expectations
Lack of executive support
Changing requirements / Scope
Adapted from study by the Standish Group
Project objectives not fully specified (51%)
Bad planning and estimating (48%)
Technology new to the organization (45%)
Inadequate/no project management methodology (42%)
Insufficient senior staff on the team (42%)
Poor performance by suppliers of HW/SW (42%)
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Adapted from study by KPMG
Additional Challenges of Implementing ERP Solutions
 Integrated, Enterprise-wide, Collaborative
Processes for end-to-end services automation
 Risk Exposure
 Internal operations and intellectual capital
 Budget / headcount limits for internal project
 Need for an objective 3rd party to run the implementation
and provide input on best practices for ERP processes
 Global requirements support
 Lack of ERP-specific experience
 Technology to support the processes
 Multiple vendors
 Realizing strategic ROI quickly & throughout implementation
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Agenda
 Introductions
 ESA Implementation Objectives & Challenges
 PeopleSoft Consulting ERP Solutions
 ESA Consulting Strategy
 Summary
Q & A
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Save time
Save money
Improve results
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Building the Framework
Mission Statement
Roles & Responsibilities
Project
Charter
Project Objectives
Scope Statement
Risk Factors
Project Plan
Team Education Plan
… plus Project Measurements
and a Go-Forward Strategy
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Sample Project Organization Chart
Steering Committee
Issue/Resolution
Guidance/Decision/Resource Alloc.
Project Sponsor
Organizaitonal Communicaiton
Organizational Change Management
Project Manager
PeopleSoft Project Manager
Project Plan
Project Budget
Best Practice Project Experience
Product Experience
Project Admin
Resource Coordination
Meeting/Training Scheduling
Test Lead
Functional Lead
Technical Lead
Define Environment Needs
Testing Issue/Resolution
Financials
Change Control Envornment
Code Walk Thru Coordination
Integration Lead
Functional GL
Functional AP/PO
By Module w/Interface
Conversion
Convert from Legacy System
Customization Lead
Programs, PeopleTools, Objects
Reports
Updates/Fixes
Training Lead
System Master Experts
Configuration
Fit/Gap
DBA's
Tuning
Interface Lead
Inbound/Outbound
Report Lead
Security/Workflow Lead
Implementation Lead
Cut-over Plan & Execution
Production Readiness
Sys Operations
Operations, Network, Web
System Administration, PIA
System Architecture
Performance testing Lead
System testing Lead
Parallel testing Lead
User Acceptance Test Lead
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PeopleSoft Consulting
EXPERTISE
No one can implement, optimize or
upgrade PeopleSoft ESA better than PeopleSoft
SPEED
Methodologies, packaged services, training and
parallel deployment enable faster, lower
risk implementations and upgrades.
COLLABORATE
With our customers
With our partners
VALUE
ON TIME, ON BUDGET, FULLEST FUNCTIONALITY
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Agenda
 Introductions
 ESA Implementation Objectives & Challenges
 PeopleSoft Consulting ESA Solutions
 ESA Consulting Strategy
 Summary
Q & A
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Key Enterprise Service Automation Processes
 Reduce Costs
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
Travel and expense reduction
Streamline procurement of external services
Better management of projects
Financial insight
 Increase Productivity
 Put the right people on the right jobs
 Increase utilization of those resources
 Automate and streamline administrative tasks
 Improve Results
 Financial and workforce performance
 Visibility into project success
 Increase revenue recognition opportunities for billable organizations -can bill earlier, faster
 For internal organizations, timely and accurate cost allocations
 Reduce total cost of ownership
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What does this mean to Me ?
ESA Integration vs. Implementation
Assignment
Resource
Management
Competency
Data
Employee
Data
Revenue
Contracts
Adjustments
Contracts
General
Ledger
Billing Data
Projects
Items for Billing
Or Revenue Recognition Adjustments
Assignment
Billing
Projects
Employee
Data
Project
Values
Receivables
Great for integration, not implementations
Human
Resources
Expense &
Time Actuals
Employee
Data
Expenses
Employee
Data
Expense
Reimbursement
Payroll
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Itineraries
Travel
Expense
Reimbursement
Payables
Consulting
Resource
Sales/Account
Project
(Contract)
Procurement
Management Administration Management
& Management
Best Practice Business Process Flows
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Identify/
Track
Opportunities
Sell
Services
Create
Contract
Create
Project
Plan
Manage
Resource
Development
Update
Skills/
Resumes
Generate
Invoices
Identify/
Request
Resources
Create
Service
Order
Assignment
Bidding
Manage
Project
Deliverables
Source/
Propose
Resources
Perform
Project
Tasks
Manage
Customer
Satisfaction
Analyze
Sales
Manage
Receivables
Analyze
Profit/
Loss
Analyze
Project
Profitability
Analyze
Resource
Utilization
Submit
Time &
Expenses
Analyze
Workforce
PeopleSoft Consulting Advantages
 ESA Implementation Planning and Strategy Workshops
 ESA Executive Strategy Workshops
 Services for profitability analysis
 Process for knowledge and risk management
 Resource Management expertise
 Services for HRMS / Competency Management
 Partnerships with Success Factors, Skillscape
 Services for implementing Service Procurement functionality
 Business Development expertise
 Services for eSales
 Best practices for Enterprise Services Automation
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PeopleSoft Consulting Implementation Strategy
Implementation Considerations
 What is so different about ERP implementations?
 Internet Strategy- Portals to Citizens-PIA-No Code on
Client and ROI: Total Cost of Ownership
 Efficiency vs. Effectiveness
 Consistency
 Core Business Requirements
 Control Data Synchronization
 ESA Reference Model
 Implementation Strategy Priorities
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Key Implementation Focus Areas
 Reduce Costs
 Increase Productivity
 Improve Results
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Key Implementation Areas and Risk Factors
Service Procurement - Cost Control
Focus Areas:
Risks without PSC:
 User Setup
 Maverick Spending
 Requisition Process
 Operational Inefficiencies
 Supplier Setup
 Lack of User Adoption
 Supplier Collaboration
 Data Synchronization Issues
 Setup Active Contractors
 Financial Settlement
 Reporting
 Ineffective Supplier Management
 Inability to Track and Utilize Quality
Resources
 Inaccurate Tracking of Services Spend
 High Exposure to Profit, Process, and
People Pains
Example: TEA
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Consulting
Customer
Scale
Texas Education Agency
Texas Education Agency
Comprises a network of more than 1,200 school districts that
serve more than four million students across the state
PeopleSoft ESA - Services Procurement
 CRM, Portals, Financials, EPM solutions
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Products
Business
Goals
Benefits
To be Gained
PSC Services
PeopleSoft
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Integrated solution to address a specific business need
Automate and manage service suppliers
Improve operational efficiency for procuring outside services
Continue leading edge position in their industry
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Streamlined procurement processes
Visibility into services spend and activity
Better utilization of preferred suppliers
Improved communications with service suppliers
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Implementation Planning and Strategy Workshop
Full implementation services - Planning to Deploy
Key Implementation Areas and Risk Factors
Increase Productivity - Service Optimization
Focus Areas:
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Employee retention and
utilization
Grow workforce skills and
competencies
Risks without PSC:
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Inconsistent practices
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Inaccurate tracking of time and
budget
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Inefficient/poor matching of staff to
projects
Building best practices
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Control time and budget
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Low utilization rates
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Match skills to projects
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Lost revenue
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Retain workforce
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Inability to ensure your projects are
staffed with the right resources
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Employee retention issues
Example: BEA
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PeopleSoft
Consulting
Customer
Scale
Products
BEA Systems, Inc.
BEA Systems, Inc. One of the world’s leading e-business
infrastructure software companies. More than 9,400 customers,
including the majority of the Fortune Global 500.
Over 3,000 employees in 34 countries globally; $1B revenue.
500+ consultants
 HRMS
 Financials: GL, AP, AR, AM, Order Management
 ESA: RM, Contracts, Projects, Expenses, Mobile T&E, Billing
Business
Goals
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Integrated solution for BEA Professional Services
Automate Professional Services business processes
Improve operational and financial information availability
A foundation for global standardization of resource and
engagement management
Benefits
To be Gained
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Streamlining business processes
Optimizing assets
PSC Services
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Functional expertise and project guidance
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Key Implementation Areas and Risk Factors
Improve Results - Service Optimization
Focus Areas:
Risks without PSC:
Billing and receivables
collection
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Increased risk and cost in service delivery
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Financial and workforce under performance
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Customer satisfaction
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No visibility into project success/failure
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Operational efficiency
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Effective integration through
Decrease in revenue recognition
opportunities for billable organizations -billing delays
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For internal organizations, untimely and
inaccurate cost allocations
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the enterprise
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Establish billing and revenue
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plans
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Invoice review process
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Manage AR turnover
Increase in total cost of ownership
Faulty management of projects
Unclear financial insight
Example: Fedex
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Consulting
Fedex
Customer
FedEx Corporation provides integrated transportation,
information, and logistics solutions through a powerful family of
companies that operate independently yet compete collectively.
Scale
A $20 billion global enterprise; > 215,000 employees and
contractors. Continues to invest about $1.5 billion each year in
the best I.T. people and information technology.
Products
Business
Goals
Benefits
To be Gained
PSC Services
PeopleSoft
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Already have Financials, T&E
Projects - new win in Q3 2001
T&E expansion, including mobile
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Need an enterprise-wide view to better manage projects
Improve ability to determine most valuable projects to the
organization during project planning process
Visibility into project health and execution
Understanding of the value each project adds to enterprise
Optimal alignment of resources to project portfolio
Reduced risk
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PeopleSoft Consulting Strategy of Proven Tools & Methodology
Professional
Development
Delivery Organization
Business Development
Organization
Compass Methodology
Project Management
Quality Assurance
Life Cycle Implementations
Best Practices/Procedures
Experienced, Certified Consultants
Functional and Technical
Implementation and Upgrade Labs
Packaged Services
ASP, eCenter
Accelerated ESA
Full Life-Cycle Solutions
Maximum Value Contributions
Provide Responsiveness to Client Needs
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Do You Need a Proven Way to Deliver Results?
Client Lifecycle Services
“No matter where you are or where you want
to go, we have a Compass and a Roadmap
to get you there.”
 Three Roadmaps:
 Implementation Services Roadmap
 Optimization Services Roadmap
 Upgrade Services Roadmap
 Each Roadmap contains:
 Project Management Services
 Milestone Review Services
 Compass Methodology
 Value Impact Packaged Services
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Client Lifecycle Services - The Implementation Roadmap
Milestone Review
Services
Strategy
Action
Review
Planning
Action
Review
Structure
Action
Review
Construction
Action
Review
Transition
Action
Review
Optimization
Action
Review
Project Management Services
Compass
Methodology
Strategy
Executive Strategy
Workshop
VIPS -Value
Impact
Packaged
Services
Implementation
Planning and
Strategy
Workshop
eAssessment
Implementatin
Value Analysis
Technology
Strategy
Analysis
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Training
Strategy
Planning
Implementation
Planing
Workshop
Implementation
Training Plan
Reference
Model
Structure Construct Transition
System Audit
eBusiness
Architecture
Assessment
Certified
Installation
Architecture
Jumpstart
Extended
Certified
Installation
Implementati
on Team
Training
Implementati
on Team
Accelerated
Update
Performance
Tuning
Batch
Enhancement
Jumpstart
Accelerated
Update
End User
Training
Production
Readiness
Assessment
Extended
End-User
Training
Deploy
Post
Implementation
Audit
Production
Transition
Support
Performance
Enhancement
Performance
Monitoring
Continuous
Learning
The PeopleSoft Upgrade Services Roadmap
Milestone Review
Services
Strategy
Action
Review
Planning
Action
Review
Structure
Action
Review
Construction
Action
Review
Transition
Action
Review
Optimization
Action
Review
Project Management Services
Parallel
Deployment
Implementation
Services
New eBusiness Implementation
Parallel
Compass
Methodology
for Upgrades
Technical Upgrade
Strategy
Executive Strategy
Workshop
VIPS - Value Impact
Packaged Services
Implementation
Planning and
Strategy
Workshop
eAssessment
Implementatin
Value Analysis
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Deployment
Planning
Structure Construct Transition
System Audit
Technical
Upgrade Plan
eBusiness Architecture
Assessment
Parallel
Deployment Plan
Certified
Installation
Upgrade Training
Plan
Architecture
Jumpstart
Reference Model
Extended Certified
Installation
Customization
Analysis
Technology
Strategy Analysis
eBusiness Fit/Gap
Training Strategy
Implementation
Team Training
Application Upgrade
Jumpstart
Performance
Tuning
Accelerated
Update
Accelerated
Update
Batch Enhancement
Jumpstart
Interface Analysis
End User Training
Production Readiness
Assessment
Extended EndUser Training
Deploy
Post Implementation
Audit
Production
Transition Support
Performance
Enhancement
Performance
Monitoring
Continuous
Learning
What Technology Can You Exploit?
Turning Technology into a Collaborative Advantage
•eTravel, eBenefits
•T&E, HR self-service
•Management information
Internet Architecture
eBusiness Applications
eBusiness Analytics
Employee
Portal
Internet
PeopleSoft
ePro & sPro
Supplier
Portal
•People Marketplace
•MRO eProcurement
•Vendor self-service
•Bill presentment
•Time & expense detail
•Project collaboration
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Customer
Portal
Agenda
 Introductions
 ERP Implementation Objectives & Challenges
 PeopleSoft Consulting ESA Solutions
 ERP Consulting Strategy
 Summary
Q & A
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The Nature of the Problem
Perception and Response Time
“Perceived”
Risk
DANGER
ZONE
Project Start
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75% of cost
committed
Time
WAKE-UP
ZONE
Project Live
Resources
“Real”
Why PeopleSoft Global Services
 Largest support services offered including:
 2300 Consultants and Project Managers
 Customer Care
 Global Support Center 24x7
 Customer Connection
 Regional User Groups / Special Interest Groups
 Most comprehensive learning options with
Education and Training Services including:
 Classroom training
 Knowledge Center
 CDROM and computer-based training
 End-User training kits
 Worldwide Training Centers and classrooms
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Agenda
 Introductions
 ESA Implementation Objectives & Challenges
 PeopleSoft Consulting ESA Solutions
 ESA Consulting Strategy
 Summary
Q & A
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Next Steps ...
 Business Drivers and Business Case and ROI
 GFOA, Gartner, SEI
 Executive Strategy Workshop
 Implementation Planning and Strategy Workshop
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List of your organization’s major business objectives
An understanding of the scope of the changes
A strategic investment model
A draft project charter
A high-level project plan with key dates and deliverables
defined
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