Presentation on theme: "What is Change Management ?. Change Management & Technology Implementation Linda Willis, CPA Tax & License Manager Arlene Chemello, CPA IT Manager, Projects."— Presentation transcript:
What is Change Management ?
Change Management & Technology Implementation Linda Willis, CPA Tax & License Manager Arlene Chemello, CPA IT Manager, Projects 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?
“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
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
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
Contact Information Linda Willis, CPA Tax & License Manager (623) Arlene Chemello, CPA IT Manager, Projects (623)