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Essential Software Solutions

Implementation
       Process
Enclosed Presentation
 • Who is ESS
 • The Implementation
   Process and Tools
 • The Psychology of an
   Implementation
How our customers
will achieve their growth.
Essential Software Solutions Inc.

• ESS has a proven track record of
    partnering with clients and supporting
    client objectives.
•   ESS has a team of dedicated
    implementation professionals eager to
    bring their combined decades of
    experience to the table.
The Gartner Group*….

• In a survey of 1,000 recently implemented
 ERP solutions in the mid-market space, we
 found that 75% of those customers
 were unhappy with the results!
Keys to a Successful Implementation
       Upper                                Clear
    Management                            Objectives
      Support



                         Project
                        Success !
                                                 Proper Plan
                                                 & Education
     Dedicated
     Resources              Vendor Methodology
– Ampco Manufacturing       Project Management
Why ESS can ensure Success.

• Project Charter
• Project Scope
• Project Plan
• Communications Plan
• Risk Analysis
• ESS Implementation Team
• Clear Objectives
Project Charter

• Authored by the customer
• Commits Upper Management to the
  project
• Aligns the Project with the customer’s
  Strategic Goals
• Makes the Project official
• Serves as input in to Project Scope.
Project Scope
• Builds on Project Charter
• Defines
     • Objectives
     • Scope
     • Constraints
     • Structure
     • Roles
     • Assumptions
     • Deliverables
Project Plan

• Builds on Project Scope
• Contains
     • Timelines
     • Milestones
     • Resources
Communications Plan

• Recipients determined by Project Scope
• Media
    • Email
    • Verbal
    • Formal Meeting
    • Newsletter
Risk Analysis

• All projects have risk
• Risk can be positive and negative
• Risk needs to be defined
• Good planning will reduce negative risk
  and increase the positive outcomes.
• “You cannot manage what you do not
  measure”.
Implementation Team

• The ESS team is comprised of individuals
 with a broad range of expertise and
 certifications (CGA, CPIM, BSc Computer
 Science, BCom. ….) and real-life
 experience. Our project teams are known
 for delivering as promised, on time, every
 time.
Clear Objectives

• Defined in the Project Charter
• All the Project Implementation tools ESS
  uses support the strategic goals of client
• ESS views its relationship with it’s
  customers as a partnership, all successes
  are mutual.
Triangle of Truth

             Scope




            Quality



Resources             Time
Project Emotional Life Cycle

             Workload




           Confidence Level
Review

• ESS uses a planned, methodical approach
  to Project Management and ERP
  Implementation
• ESS uses tools and techniques aligned to
  support clearly defined objectives
• ESS is prepared to support it’s customers
  with the emotional highs and lows of the
  Implementation.
Next Steps

• Select Essential Software Solutions as
  preferred vendor.
• Demonstration
• Review and sign contract.
• Define Project Charter.
• Define Project Scope.
• Implementation Kick-Off and Planning
  Meeting.

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The software Implementation Process

  • 2. Enclosed Presentation • Who is ESS • The Implementation Process and Tools • The Psychology of an Implementation
  • 3. How our customers will achieve their growth.
  • 4. Essential Software Solutions Inc. • ESS has a proven track record of partnering with clients and supporting client objectives. • ESS has a team of dedicated implementation professionals eager to bring their combined decades of experience to the table.
  • 5. The Gartner Group*…. • In a survey of 1,000 recently implemented ERP solutions in the mid-market space, we found that 75% of those customers were unhappy with the results!
  • 6. Keys to a Successful Implementation Upper Clear Management Objectives Support Project Success ! Proper Plan & Education Dedicated Resources Vendor Methodology – Ampco Manufacturing Project Management
  • 7. Why ESS can ensure Success. • Project Charter • Project Scope • Project Plan • Communications Plan • Risk Analysis • ESS Implementation Team • Clear Objectives
  • 8. Project Charter • Authored by the customer • Commits Upper Management to the project • Aligns the Project with the customer’s Strategic Goals • Makes the Project official • Serves as input in to Project Scope.
  • 9. Project Scope • Builds on Project Charter • Defines • Objectives • Scope • Constraints • Structure • Roles • Assumptions • Deliverables
  • 10. Project Plan • Builds on Project Scope • Contains • Timelines • Milestones • Resources
  • 11. Communications Plan • Recipients determined by Project Scope • Media • Email • Verbal • Formal Meeting • Newsletter
  • 12. Risk Analysis • All projects have risk • Risk can be positive and negative • Risk needs to be defined • Good planning will reduce negative risk and increase the positive outcomes. • “You cannot manage what you do not measure”.
  • 13. Implementation Team • The ESS team is comprised of individuals with a broad range of expertise and certifications (CGA, CPIM, BSc Computer Science, BCom. ….) and real-life experience. Our project teams are known for delivering as promised, on time, every time.
  • 14. Clear Objectives • Defined in the Project Charter • All the Project Implementation tools ESS uses support the strategic goals of client • ESS views its relationship with it’s customers as a partnership, all successes are mutual.
  • 15. Triangle of Truth Scope Quality Resources Time
  • 16. Project Emotional Life Cycle Workload Confidence Level
  • 17. Review • ESS uses a planned, methodical approach to Project Management and ERP Implementation • ESS uses tools and techniques aligned to support clearly defined objectives • ESS is prepared to support it’s customers with the emotional highs and lows of the Implementation.
  • 18. Next Steps • Select Essential Software Solutions as preferred vendor. • Demonstration • Review and sign contract. • Define Project Charter. • Define Project Scope. • Implementation Kick-Off and Planning Meeting.