Corvelle Drives Concepts to Completion Maximizing Business Benefits from Software Packages P2ES - Kananaskis Presenter: Yogi Schulz 1

Corvelle Drives Concepts to Completion Yogi Schulz Biography  Partner in Corvelle Consulting  Information technology related management consulting  Microsoft Canada columnist & CBC Radio host  PPDM Association board member  Industry presenter: – Project World - 5 years – CIPS Informatics - 7 years – Convergence - 4 years – PPDM Association - several years 2

Corvelle Drives Concepts to Completion Presentation Outline  Increasing Benefits  Opportunities in P2ES software packages  Recommendations 3

Corvelle Drives Concepts to Completion Software Package Increasing Benefits Improving Software Package Environment Install Software Plan & Manage Implementation Establish Data Custodianship Enhance for Integration Align with Business and IT Strategy BenefitsBenefits IncreasingIncreasing 4

Corvelle Drives Concepts to Completion Makes software package usable Install Software  Test software package: – install end-user component on test workstations – install server component on test server – load initial test data – verify operation of software – train key end-users  Repeat process for production use 5

Corvelle Drives Concepts to Completion Establish Data Custodianship  Define data custodian role  Establish data quality standards  Train in data management practices  Support data quality 6 Enables data quality improvement

Corvelle Drives Concepts to Completion Plan Implementation Project  Determine project sponsor & steering committee membership  Assign project manager & team members  Write project statement  Build project plan including schedule, resources & budget Positions project for successful implementation 7

Corvelle Drives Concepts to Completion Execute Implementation Project  Upgrade computing environment  Establish support infrastructure  Train end-users  Communicate status and issues  Convert data  Deploy new application Positions software package for successful use 8

Corvelle Drives Concepts to Completion Enhance for Integration  Identify cross-functional data sharing opportunities  Establish strategy for consolidating data  Enhance software packages  Optimize monthly processing schedule  Enhance data management practices 9 Enables data sharing

Corvelle Drives Concepts to Completion Align with Business and IT Strategy  Evolve software package  Manage business process change impacts  Migrate operating framework to use key technology components 10 Supports the business strategy

Corvelle Drives Concepts to Completion Summary  Install Software  Establish Data Custodianship  Plan & Manage Implementation  Enhance for Integration  Align with Business and IT Strategy Attention maximizes business benefits 11

Corvelle Drives Concepts to Completion Opportunities in P2ES software packages Assess opportunities to maximize business benefits from your investment in P2ES software packages Consider the assessment questions on the following pages 12

Corvelle Drives Concepts to Completion Financial Management  IFRS processing  Excel integration  Optics reporting/query application  Master file integration  Financial budgeting  Attach documents  Job scheduling 13 YesNoUnder-used feature

Corvelle Drives Concepts to Completion Land Management  Accounting change notifications  Query capability  Petro-Lab query & mapping  Excel integration  Add Reference documents  Land to Petro-Lab integration  Projects to update data 14 YesNoUnder-used feature

Corvelle Drives Concepts to Completion PRISM  Facility charges/Deductions  Input and export interfaces  Market master  FM Master file integration  Sophisticated DOI processing  FM interface sophistication  ERCB Directive 60 support 15 YesNoUnder-used feature

Corvelle Drives Concepts to Completion Conclusions  Software package benefits can be increased  Benefits can be increased without increasing software licensing costs 16

Corvelle Drives Concepts to Completion Recommendations  Evaluate how well your software packages are delivering benefits  Act on tactical initiatives  Reduce avoidable work  Read new release feature list 17

Corvelle Drives Concepts to Completion Questions & Discussion 18 Can you help us maximize benefits from software? Please fill out evaluation form

Corvelle Drives Concepts to Completion Maximizing Business Benefits from Software Packages Corvelle Consulting 700, Ave. S. W. Calgary, Alberta T2P 2V7 Phone: (403) Web: Yogi Schulz Partner of Corvelle Consulting Information technology related management consulting Microsoft Canada columnist & CBC Radio host Industry presenter PPDM Association board member 19 Check out the homework

Corvelle Drives Concepts to Completion Microsoft Office Word  Styles  Tabs  Print envelopes  Hanging indents  Running header/footer  Automatic page numbering  Different first page 20 YesNoUnder-used feature

Corvelle Drives Concepts to Completion Microsoft Office Outlook  Tasks  Type starting contact on To line  Create appointments from Inbox  Attach links not files  Vcards to share contacts  Search to find contacts &  Signature to identify sender 21 YesNoUnder-used feature

Corvelle Drives Concepts to Completion Microsoft Office Excel  Named ranges  Graphs  Sort/Filter  Multiple sheets per workbook  Linking sheets  Populate with query  AutoFill 22 YesNoUnder-used feature

Corvelle Drives Concepts to Completion Microsoft Office PowerPoint  Styles through Masters  PowerPoint Templates  Custom animation  Slide transition  Notes pages  Tables  Video and Sound 23 YesNoUnder-used feature

Corvelle Drives Concepts to Completion Bibliography  Achieving Value from ERP Systems –  Five awesome Excel tips to make your data come alive –  How Your Business Can Benefit From Accounting Software – business-can-benefit-from-accounting-software.php business-can-benefit-from-accounting-software.php  Information Technology Delivers Business Productivity –  The 10 ways IT can do more with less –  You’ve licensed great software! Now what? –

Corvelle Drives Concepts to Completion More Financial Management  PST/HST processing  Qbyte Connect  Data entry tips & tricks  Cost allocations  Foreign currency 25 YesNoUnder-used feature

Corvelle Drives Concepts to Completion Manual Support Tool Software Package Range of Capabilities Improving Application Capability BenefitsBenefits IncreasingIncreasing Single Point Solution Multi- Point Solution Interfaced Solution Loosely Integrated Solution Tightly Integrated Solution Common Capability Range 26

Corvelle Drives Concepts to Completion Software Package Optimum Integration Cost/Benefit Increasing Costs Complexity Drivers: rnumber of interfaces rnumber of users/departments rnumber of locations ramount of business change Optimum Data Integration Range 27 BenefitsBenefits IncreasingIncreasing