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What is Change Management ?. Change Management & Technology Implementation Linda Willis, CPA Tax & License Manager Arlene Chemello, CPA IT Manager, Projects.

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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:

1 What is Change Management ?

2 Change Management & Technology Implementation Linda Willis, CPA Tax & License Manager Arlene Chemello, CPA IT Manager, Projects GFOAZ Winter Conference Prescott, AZ February 16, 2012

3 Agenda  What is Change Management?  Why is Change Management Important?  Change Management Tools  TALIS Project  Challenges  Successes  Lessons Learned

4 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

5 What is Change Management? True or False? A Great Solution + Effective Project Management = Project Success False

6 What is Change Management?

7 “Those who believe they can do something and those who believe they can't are both right.” –Henry Ford

8 What is Change Management?  Active, Visible Leadership Buy-in  Communicate  Training

9 Why is Change Management Important?

10 Change Management Tools

11 CM Tools: Project Charter  People  Business Processes  Technology/Systems

12 CM Tools: Communication Plan

13 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

14 CM Tools: Business Process Documentation

15 CM Tools: Training Plan

16 TALIS Project  Background  Vision  Vendor

17 Challenges

18 Challenges: Changes  Priorities  Key Decisions  Scope Creep

19 Challenges: Scope Creep

20

21

22  Council adopted Fire Inspection Fees  Steering Committee directed for new fees to be tracked in Tax Mantra  Business vs Building Oriented

23 Challenges  Team Member Issues  Limited resources  No implementation experience  Potential for “revolt”  Data Migration  Accounting (journal entries)  Reports  E-Tax

24 Successes

25  Cohesive Team  Pre Go – Live  Consolidated/Re-designed forms  Tax Returns  Training  Check21/Scanning  Post Go-Live  Support  Quality control

26 Lessons Learned  Impact of external forces  Go-Live date selection  Ticklers

27 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

28 Conclusion

29 Contact Information Linda Willis, CPA Tax & License Manager (623) Arlene Chemello, CPA IT Manager, Projects (623)


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