1. EDUCAUSE Midwest Regional Conference 2007 Copyright William J Schultz, PMP 2007 This work is the intellectual property of the author. Permission is granted for this material to be shared for non-commercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the author. To disseminate otherwise or to republish requires written permission from the author. Wisconsin Association of Independent Colleges and Universities 122 W. Washington Ave, Suite 700 Madison WI 53703 608.516.0842 Bill.schultz@waicu.org Copyright William J Schultz, PMP 2007 This work is the intellectual property of the author. Permission is granted for this material to be shared for non-commercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the author. To disseminate otherwise or to republish requires written permission from the author. Wisconsin Association of Independent Colleges and Universities 122 W. Washington Ave, Suite 700 Madison WI 53703 608.516.0842 Bill.schultz@waicu.org

2. Four Wisconsin private schools collaborate on ERP system implementation EDUCAUSE Midwest Regional Conference 2007

3. WAICU-ETC Schools

4. Key Players Rod Opsal – WAICU Senior V/P Bill Schultz WAICU-ETC Executive Director Jeff Ritt – Lakeland College IT Director Gary Rodman – Ripon College Asst. IT Director/DBA Mark Schroeder – Wisconsin Lutheran Project Manager Thomas Hausmann – Wisconsin Lutheran CIO Jen Haro – MSOE Project Manager Rod Opsal – WAICU Senior V/P Bill Schultz WAICU-ETC Executive Director Jeff Ritt – Lakeland College IT Director Gary Rodman – Ripon College Asst. IT Director/DBA Mark Schroeder – Wisconsin Lutheran Project Manager Thomas Hausmann – Wisconsin Lutheran CIO Jen Haro – MSOE Project Manager

5. Agenda How and why WAICU-ETC was created How we Implemented Together Lessons Learned – a panel discussion Future of WAICU-ETC Q/A How and why WAICU-ETC was created How we Implemented Together Lessons Learned – a panel discussion Future of WAICU-ETC Q/A

6. This Project will never work WAICU president Rolf Wegenke was invited to speak about our project at a national meeting. When the meeting ran overtime, the moderator said, “In the interest of time, we are going to skip Rolf’s presentation because we all know this project will never work.” WAICU president Rolf Wegenke was invited to speak about our project at a national meeting. When the meeting ran overtime, the moderator said, “In the interest of time, we are going to skip Rolf’s presentation because we all know this project will never work.”

7. How ETC was created * Due diligence * Decision making process * Governance * Does the consortium model really save money? * Can the WAICU-ETC model be replicated? * Due diligence * Decision making process * Governance * Does the consortium model really save money? * Can the WAICU-ETC model be replicated?

8. Implementing Together College Sponsor (CFO) Module Managers End Users WAICU-ETC PM College Project Manager

9. Implementing Together Create a formal Project plan that clearly defines how the project will be managed Executive Summary Project Scope Project Assumptions Project Constraints Project Approach High-Level Timeline Roles and Responsibility Communication Plan Issue Management Plan Scope Management Plan

10. Implementing Together

11. Panel Discussion Clear Structure: Roles, Responsibilities and Process Competent Team Members External Support & Recognition Adequate Resources Communication Ground Rules Visible, Supportive Leadership Unified Commitment Collaborative Climate: War Room Source: Larson, Carl E.: and LeFasto, Frank J.M. (1989) Team Work: What Must go Right/What Can go Wrong. Newbury Park CA: Sage Publications

12. Lessons Learned Pros Two heads are better than one During Implementation and post Opportunity for Collaborative Post go- live end user training Sharing of Best Practices Cost savings are significant Pros Two heads are better than one During Implementation and post Opportunity for Collaborative Post go- live end user training Sharing of Best Practices Cost savings are significant

13. Lessons Learned Cons Remote Training Consultant preventing forward progress; have them reassigned. Add more time to implementation to: Data clean-up on bad data and duplicate records; Complete Data Conversion Mapping; Reengineer departmental workflow processes (If I were to do it over again “I would spend more time on process redesign and more time writing reports before go-live.”) Create Reports Cons Remote Training Consultant preventing forward progress; have them reassigned. Add more time to implementation to: Data clean-up on bad data and duplicate records; Complete Data Conversion Mapping; Reengineer departmental workflow processes (If I were to do it over again “I would spend more time on process redesign and more time writing reports before go-live.”) Create Reports

14. Future of WAICU-ETC MSOE joined May 1, 2006 Cardinal Stritch joined December 1, 2006 Possibility for others to join Creating a Business Continuation Plan Other software procurements Annual User Group Meetings MSOE joined May 1, 2006 Cardinal Stritch joined December 1, 2006 Possibility for others to join Creating a Business Continuation Plan Other software procurements Annual User Group Meetings

15. Questions? For follow-up information contact WAICU-ETC: bill.schultz@waicu.org 608.516.0842 For follow-up information contact WAICU-ETC: bill.schultz@waicu.org 608.516.0842