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Participating in several ERP implementations, one has the expectation that
things will change for the better when moving from one implementation to
another. Things change positively in certain areas as experience is
integrated, though on average the overall performance seems to be the same.
Thus, one may wonder, how can this happen? Of course, there are so many
explanations - what went wrong, what could have been done better, and the
list is usually quite big. However, the history repeats in the next
implementation. Something seems to be broken, or maybe this is the way
implementations should work, though I doubt this!
An ERP implementation starts with a need and the customer usually has an
idea of what the respective need is about. It might even have a set of
high-level or even low-level requirements, which should be the case when
starting on such a journey. Then the customer selects an implementation
partner, event followed by a period of discovery in which the partner learns
more about the business including the overall infrastructure, business
processes, data and people. Once the requirements are available, the partner
can evaluate them to identify the deviations from the standard functionality
available and that translate into customizations, sketch solutions,
respectively make a first estimate of the costs and resources needed.
Of course, there can be multiple iterations of the process in which the
requirements are reviewed, reevaluated, justified, prioritized by all
parties and a common understanding, respectively an agreement on the scope
and expectations is reached. In the process some requirements are dropped,
others are modified or postponed for a later phase or later phases. The
whole process can take a few months, though it’s mandatory for creating a
workable estimate used as basis for the statement of work and the overall
contract.
In parallel the parties can also work on a project plan and agree upon a
project methodology, following that once the legal paperwork is signed,
resources to be allocated to the project. A common practice is then for the
functional consultants to generate based on the requirements a set of
documents - functional design documents (FDD), process diagrams - that
should be used as basis for the setup, for programming the customizations
and User acceptance testing (UAT). Of course, the documents need to be
reviewed by the business, gaps or misunderstandings mitigated, and this
takes several iterations until the business can sign-off on the respective
documents. It’s the point where the setup and programming can start, usually
half a year, or even a year or more after the initial steps.
Depending on the scope, in the best-case scenario the setup will take one
to two months, at least until having a system ready for UAT with business
data as needed for Go-Live. The agreed customizations can translate in
further months and effort not only for programming, but also for testing,
reviewing and further mitigations. This would be the time when many of the
key users see for the first time a working version of the system, which
frankly might be too late. Of course, they read and reread the FDDs, though
until this point everything was very abstract and no matter how good such
documents were written, they can’t replace the hand-on experience with
working with the system, discovering the functionality, understanding how it
works.
In the best-case scenario, the key-users are satisfied with the results and
the UAT, respectively Go-Live can go on as planned, however the expectations
for first time right are seldom (never) met. Further iterations and delays
are then involved. Overall, the process doesn’t seem to be efficient!
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