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EOB Methodology Overview
John Polich September 2014
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Agenda Overview Methodology Structure and Contents EOB Toolbox
EOB Methodology Agenda Overview Methodology Structure and Contents EOB Toolbox Delivery Tools and Templates Core Model Strategy
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EOB Methodology Try an lead the discussion to: Knowledge of the various routes in terms of a Guide or at least a map Tools to facilitate the journey and protect from the elements. Every project has unseen dangers, that can be avoided when you know what to look for, what risks are likely and how to avoid them, and how to navigate around them, or use tools to overcome them. Implementation -and- Upgrade projects are like maps, while each project has a common goal/destination but there may be several ways to get there.
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What will be of most value?
EOB Methodology What will be of most value? Try an lead the discussion to: Knowledge of the various routes in terms of a Guide or at least a map Tools to facilitate the journey and protect from the elements. Every project has unseen dangers, that can be avoided when you know what to look for, what risks are likely and how to avoid them, and how to navigate around them, or use tools to overcome them. Optimize solutions Reduce/eliminate customizations Leverage best practices Reduce risk Lower costs Standardize way of working Improve time to benefit Baseline for further enhancements
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Industry best practice solution
EOB Methodology Industry best practice solution Pre-defined processes Scalable options Controlled costs Lower implementation time Best Practices Process Maps Tools & Templates Expertise Process maps Work instructions Compliance requirements KPI Metrics Training materials High level – Project team training Role specific – End user training Training Metrics
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Pharmaceuticals rewrite in 2015 Food and Beverage HACCP ISO 22000
EOB Methodology Automotive MMOG/LE Life Sciences FDA 21 CFR 280 ISO Pharmaceuticals rewrite in 2015 Food and Beverage HACCP ISO 22000 Industrial, Electrical and Consumer Products Industry Best Practice Best Practices Process Maps Tools & Templates Expertise Training Metrics
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EOB Methodology Best Practices Process Maps Tools & Templates
Training Metrics Expertise
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Implementation templates
EOB Methodology Best Practices Tools & Templates Process Maps Training Metrics Expertise Process maps Work instructions Compliance requirements Metrics Training materials Collections Implementation templates Project implementation plan Business process workbook Project management plan Test Scripts
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EOB Methodology Global Coverage Best Practices Process Maps
90+ Countries QAD Direct 400+ Consultants Global Roll Outs Quality Assurance Partner Network 900+ Consultants Best Practices Process Maps Tools & Templates Expertise Training Metrics
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EOB Methodology Best Practices Process Maps Tools & Templates
Training Metrics Expertise Provide both Project Team and End User training materials. These are backed up with functional training tests for all users to ensure full understanding & use of the software in all areas.
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EOB Methodology Best Practices Process Maps Tools & Templates
Training Metrics Expertise
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Provide focus for optimization Use of Operational Metrics
EOB Methodology Best Practices Tools & Templates Process Maps KPI Metrics Take baseline at project initiation Measure after completion Look for improvements Drive focus of implementation Provide focus for optimization Use of Operational Metrics Snapshot of Company Data Review Quality of Data Provide Visibility of a problem Trace issue to root cause Training Metrics Expertise
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Helps Customers: Optimize solutions Reduce/eliminate customizations
EOB Methodology Helps Customers: Optimize solutions Reduce/eliminate customizations Leverage best practices Reduce risk Lower costs Standardize way of working Improve time to benefit Baseline for further enhancements Risks to be aware of: Customer Team resistant to change Out of Scope functionality requested Customer assigned team do not have time or ability to make decisions and complete work assignments
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Methodology Structure
EOB Methodology Methodology Structure Engage Plan Design & Configure Test & Accept Deploy & Evolve Defined implementation process Plan & Control Design & Configure Test & Accept Deploy & Evolve
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Methodology Components
EOB Methodology Methodology Components Industry Process Maps Templates Tools Methodology Pre-defined deliverables Pre-configured static data Data load facilitation tools Acceptance test scripts Structured workshops and training
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Process Models EOB Methodology
Vertical Process Maps Compliance Work Instructions Training Material KPI Metrics Automotive 130 206 700 + 115 + 60+ Life Sciences 108 137 600 + Industrial 122 75 700+ Electrical 123 Consumer Products 125 Food & Beverage 126 112 WMS 34 32 145 19 WIP EAM 30 40 TMS 63 18 121 10 Standard and Enterprise Editions for all verticals
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Key Functions EOB Methodology Tool Tips System Access
Work Instructions Metrics Compliance Check Points New version of ‘attachments’ slide, now contains KPI framework metrics & collections as well as the other 6 points. Training Operational Metrics
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Delivery Templates EOB Methodology Data Load Template Workshop
PIP BPW PMP Test Scripts Cutover Plan
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Contents Pre-defined deliverables Structured workshops and training
EOB Methodology Contents Pre-defined deliverables Pre-configured static data Data load facilitation tools Acceptance test scripts Structured workshops and training Project control documents Phase assessment & closure documents Issue logs Project audit documentation
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Navigates the Route Successfully
EOB Methodology Navigates the Route Successfully Knowledge Methodology based on experience Best practice process maps Process integrated knowledge content Focused training & configuration Experience Tools Project planning & control PMP, PIP, Metrics Risk assessment Issues management Focused work activities Project collaboration space QAD helps you achieve success by providing the knowledge and tools to Navigate the way Enhance the result Protect from risk Facilitate the experience Pave the way for future opportunities
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EOB Methodology Core Model Strategy
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Core Model Concept EOB Methodology QAD Documentation Site 3 Site 2
QAD Software & EOB Processes Core Model Site 1 This slide shows how the project will progress from standard software (left) to the complete solution implemented in each site (right), using a Core Model built with common requirements. The identification of local requirements makes it possible to provide local solutions (additional set-up in the standard software, localization, or modification) for each site. The two-way arrow emphasizes the feedback from each site to the Core Model (Core Model maintenance). The results of creating a Core Model are shown in the circle: Software setup which can be duplicated (communication or tape) Documentation of this set-up and of business procedures Procedures for implementation (modification requests, issue log, hot-line) Training environment to train local project teams on the Core Model Development environment to maintain common interfaces or modifications After this slide, go back to the roll out Strategy presentation if you want to detail when the project team is working on the Core Model during the different phases of the project. Documentation Procedures Core model set up Ready for distribution Business process maps Training Maintenance
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Considerations Central versus distributed control Business processes
EOB Methodology Considerations Central versus distributed control Business processes Terminology Organization Methodology Specific local needs and concerns Common systems and information
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Level of Corporate Standardization
EOB Methodology Level of Corporate Standardization Minimal Global part numbers Global process standards Standard accounts Corporate Assigned part numbers Processes defined High level of detail for standard accounts Flexibility Minimum flexibility Mostly corporate defined part numbers Flexibility Maximum flexibility Mostly locally defined part numbers Less More
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General Multi-Site Build & Deploy Model
EOB Methodology General Multi-Site Build & Deploy Model Generic change request and model enhancements Center of Excellence Core input Refinements Roll-out support S1 S2 Sn Recruit & Install Project Core Team Design & Configure Core Model Deploy Core Model at Pilot Site Approve Model For Roll-out Test Core Model Roll-out Site 1 Roll-out Site 2 Roll-out Site n While there are variations to how Core Models are built and rolled out they all have the following requirements to succeed: A committed management team willing to commit a Project Team made up of relevant team members impacted. This usually includes shared decision making with team members from other locations. A collection of requirements that are considered shared by the majority of the company around which standard solution definitions can be built. A central commitment to maintain the model with updates as necessary to keep the distributed solution standard or “Core”. A project to define the standard solution. The project can be organized only to build the “Core Model” or to build the “Core Model” as part of an implementation at a site that is most common. A Deployment strategy, to implement the “Core Model” along with local specific requirements. Design corrections S1 S2 Sn Input local requirements
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Summary Slide Pre-defined processes Scalable options Controlled costs
EOB Methodology Summary Slide Pre-defined processes Scalable options Controlled costs Lower implementation time
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EOB Methodology © QAD Inc
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