Best Practices in ERP Implementation- Anubhav Maheshwari
- May 16, 2015
- Posted by: Admin
- Categories: Microsoft Dynamics NAV, Oracle Fusion, Oracle Fusion HCM, Oracle Fusion HCM Talent Acquisition
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Document it & Document It
- Documentation helps you in
- Better understanding of the customer requirements
- Complete control on the Project deliverables
- Milestone signoffs
- Keeping the records for future implementations
- Better communication between Technical & Functional team
| Document Check list in a Implementation | |
| KICK off & Planning: | |
| PIK0001 | Kick Off Presentation |
| PIK0003 | Resource Matrix |
| PIK0004 | Complete Project Plan with Tentative Dates |
| PIK0005 | Project Deliverables dump |
| PIG0001 | Minutes of Meeting |
| PIG0002 | Kick Off Signoff Document |
| FRD or As Is/To Be or Requirement Analysis | |
| PIG0001 | Minutes of Meeting for every meeting |
| CRP Server Installation Report | |
| PIF0001 | As-IS document |
| PIF0002 | FRD Document/ To Be Document |
| PIF0004 | Gap Analysis Sheet |
| PIF0005 | Customization List |
| PIG0002 | Key User Training Sign Off |
| List of the Reports /Formats Required By customer | |
| CRP | |
| As per ERP | Master Data Collection Formats |
| PIC0001 | Show case scenarios |
| PIC0002 | CRP Presentation |
| PIG0003 | Issue List |
| PIG0004 | Gap Analysis Sheet |
| PIG0005 | Functional Specification for Customizations |
| PIG0002 | CRP Signoff |
| Development | |
| PID0001 | Dev Server Installation Report |
| PIG0006 | Technical Specification for customization |
| PID0002 | Configuration Document |
| PID0003 | Test Scenarios |
| UAT | |
| PIU0001 | Production Instance Ready Report |
| PIU0002 | Key User Sign of on UAT Scenarios |
| PIG0003 | Issue List |
| PIG0004 | Gap Analysis Sheet |
| PIL0001 | Go Live Check List |
| PIU0003 | Conversion Format |
| PIU0004 | Conversations Test Report |
| PIG0002 | UAT Sign Off |
| Go Live/ Cut Over | |
| PIG0002 | Gap Analysis Sign Off |
| PIL0003 | Change Process Intimation |
| PIL0004 | End User Training Schedule |
| End User Manual/Video | |
| PIG0002 | Master Data Upload Sign Off |
| PIG0002 | Opening Balance Upload Signoff |
| PIG0002 | Issue List Sign Off |
| System Ready Report | |
To Dos & Not To Dos
- Kick Off
| To Do | Not To Do |
| Prepare all the documents | Avoid any discussion on the functionality |
| Focus on the responsibility of the Customer | Do not open the Product |
| Please share challenges and your experience | Do not make customer uncomfortable by using complicated terminology or short words |
| Create a vision in from of the customer about by putting example of successful stories. | Avoid negative discussions on the failures and handle objections by parking them for handling in later phase. |
Requirement/AS-IS Study
| To Do | Not To Do |
| Record your conversations/ Or write on the note pad | Do not open the product |
| Try to create flow diagrams on white board or note pad for better understanding | Do not show your knowledge bank and do not discuss the solution at all. |
| Ask straight questions to make sure the key user opening up, you can achieve this by explaining him/her the purpose of this discussion. | Avoid locking horns on discussion points |
| Collect all the formats/Reports from key user & give them a code along with listing in the report list. | Do not keep any assumptions seek clarification if you are not clear on the process |
FRD/To-Be Analysis
| To Do | Not To Do |
| Key User Training at a high level on the product | Do not randomize the report customization, please follow the priority. |
| Involve key users in the solution discussions | Do not start customization with out signoff from the key user. |
| Prioritize the list of formats and Reports to handover to technical team. | Avoid taking your own assumptions, involve key user in all discussions |
| Explore all possible solutions before recommending any customization. Discuss indentified gaps with senior team. | |
| For customizations please refer the scope of work clearly defined in the proposal. Seek change request approval as per scope. | |
| Please collect all the master data for first cut. |
CRP
| To Do | Not To Do |
| Prepare CRP server separate from the Test server. | Do not do CRP on the test server. |
| Keep the dump of the CRP before starting the transactions. | Avoid showing the complex screen or process during CRP as it creates a panic. |
| Try to prepare a CRP script. | |
| For unfinished customizations please preparethe concept note or dummy screens to seek quick approval. | Avoid mentioning this will be done that is understood etc.. |
| Ensure a meeting invite is sent to all stake holders and confirmation has been taken. | Avoid showing transactions during CRP as it might sound complicated. |
| Please conduct CRP as a presales, showing easiness in the system by preparing the different roles/users and pre defined transactions. |
Development
| To Do | Not To Do |
| Always prepare a separate server for development. | Avoid modifying source code as much as possible. |
| Please ask for functional specifications and test cases from func consultant | Avoid partial delivery without testing |
| Always prepare a technical approach document before starting development | |
| Try to create a layer of customization around standard solution. | |
| Keep versioning of all the modifications which will help in control. |
UAT
| To Do | Not To Do |
| Configure based on the Configuration Document. | Avoid picking sample data. |
| Test & Upload the master data along with the sample opening balances | Do not do UAT on the CRP/Dev/Test server. |
| The environment should be real replica of the production to be. | Avoid splitting UAT in multiple functions |
| Create users roles and responsibility | Avoid multiple UAT instances |
| Assist key users in preparing the test scripts as detailed as possible. | |
| User should pick some real transactions for this testing | |
| Prefer to have testing in the joint conference among all functional key users |
Go Live
| To Do | Not To Do |
| Please preapare a detailed to-do for the go live. Day to day morning call is best tool to track the progress | Do not leave data collection at the mercy of the Users or Customer. Please go one step extra to ensure that given data is valid and correct. |
| Ensure all UAT scenarios are signed off and issue/gap has been agreed with the users or road map has been defined for the critical issues/gaps. | NO ASSUMPTIONS PLEASE..Put in extra efforts to cross verify. No issue is silly hence shall be verified by simulation. |
| Ensure all formats have been tested across multiple locations. | In case of multi location the list should not focus only on the HQ issues. |
| Data back up has been taken on daily basis. | |
| Users are aware of the support process post go live. |
Support
| To Do | Not To Do |
| Please read the Service Level Agreement before execution of the project. | Do not try to do lot of Hit & Trial and try to approach the senior consultants. |
| Always prioritize the issue as per severity | Never change any thing on the production server, first test the solution on the development server. |
| Always check the issue on the blogs or report to the OEM | |
| Keep customer updated for the severity 1 issues | |
| Always send the weekly report | |
| Make sure customer is on active support |
Prudence is a Oracle/Microsoft Leading Partner for the ERP Implementation with successful ratio of 95%. We follow a stringent methodology supported by backup Project Management office. Please contactmarketing@prudencesoftech.com for implementationof :
- Oracle E-Business Suite
- Oracle People Soft
- Fusion HCM
- Fusion Taleo
- Microsoft Dynamics
o NAVISION
o CRM
