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Enterprise-Wide Software Solutions : Integration Strategies and Practices

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Summary TOC Back Cover Preface Author Look Inside Comments Reviews
Sergio Lozinsky, Paul Wahl (Foreword)
April 1998, Addison-Wesley Pub Co, Paperback, 190 pages, ISBN 0201309718

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Summary
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This book is a tutorial and reference for evaluating and implementing a software package solution that allows a company to migrate from a legacy system. It provides practical advice to managers at companies implementing a variety of software solutions; furthermore, the book is not product specific.

Most corporate officers charged with purchasing package software products are not experienced buyers, and there is very little information available to guide you through this process. Enterprise-Wide Software Solutions is the thorough tutorial and lasting reference you need to help you implement, use, and manage these powerful tools. For those organizations seeking to obtain the maximum benefits of enterprise resource planning (ERP) software implementations, this book provides a basis for planning and managing expectations among all relevant groups - corporate management, information technology staff, users, outside consultants, and the software vendor. This book helps you reduce costs and hours to more reasonable levels. Crucial topics - budgeting, project team organization, cost justification, customization, outsourcing, reengineering, testing, training, and more - are covered in detail, allowing you to concentrate on the selection process, implementation strategy, and package software product that is best for your company.

 
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BA books: Table of Contents
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Foreword by Paul Wahl....xi
Preface....xvii
Acknowledgements....xix

1 Making the Decision to Acquire a Software Package....1

The Idea of Acquiring a Software Package....1
Overcoming Resistance and Shifting Paradigms....5
Is It Going to Be Very Expensive?....8
How Will the Company Benefit from the Acquisition?....9
Obtaining Everyone's Commitment....11
Planning the Selection Process....12


2 Selecting the Most Appropriate Package....15

There Is No Perfect Package....15
Has the Technological Environment Already Been Predefined?....17
How Can the Selection Process Be Simplified?....18
How Can Products Be Compared without Mixing Apples and Oranges?....20
Arriving at a Consensus....23


3 Getting Help with the Implementation of the Software Package....27

Can the Company Develop the Implementation Alone?....27
How Can a Consulting Firm Help?....30
Will Hiring Consultants Be Expensive?....31


4 Contracting for the Software and the Training and Implementation Services....33

Each Party Has a Role to Play in the Project....33
The Role of the Package Vendor....34
The Role of the Consultants....39
The Role of the Company....43
The Role of the Other Participants....48
Contracts: Which Clauses Are Important?....48
The Role of the Integrator....52


5 Organizing the Implementation Project....55

Who within the Company Should Participate in the Project?....55
Who Should Be Assigned to the Project?....57
How Many People Should Be Assigned to the Project?....59
How Can the Project Be Structured?....60
Where Should the Project Team Work?....67


6 Implementation Methodology: A General Overview....69

What Does a Software Implementation Project Look Like?....69
What Results Can the Company Expect?....72
Is the Appropriate Technological Environment Available?....74
Should the Company Take Advantage of the Situation and Engage in Reengineering?....77
It Is Not Going to Be a Bed of Roses....80


7 Evaluating and Monitoring the Development of the Implementation Project....85

Monitoring and Evaluating Project Development....85
How Is the Work Monitored?....86
Assumptions: The Pillars of the Work Plan....88
Monitoring the Project....90


8 Phase 1: Understanding the Problem....95

Looking at the Company and Its Future....95
Current Systems and Processes....97
Training Key Users....98
In What Ways Is the Company Different from Other Companies?....100
Planning for the Conversion of the Initial Data....101


9 Phase 2: Defining the Solutions....105

Evaluating Whether the Company Should Go Forward....105
Simulating and Prototyping: Understanding How the Package Is Going to Work....106
Adapt the Package to the Company or the Company to the Package?....111
Managing Change....113
Defining Package Parameters and Basic Tables....114
Defining the Customization Required to Meet the Company's Needs....115
Requirements for Altering Existing Procedures....117
Identifying Interfaces....119
Levels of Access, Security, and Control....121


10 Phase 3: Putting Hands to the Task....125

Pumping Up the Adrenaline....125
Customization, Interfaces, and Conversion Programs....126
Implementing New Procedures and Controls....129
Preparing the Processing Environment....130
Keeping the Project on Track....132
Testing the Whole System....135
Training Future System Operators....139


11 Phase 4: Making It Happen....143

The Time Is Drawing Near....143
Establishing an Operating Environment....144
Data Conversion....145
Finding the Best Approach to Safely Changing Systems....147
How Long Should the Conversion Take?....152
User Support during the First Moments....154
Making Identified Adjustments....156


12 Now That the Package Is Working, What Should the Company Worry About?....159

Is It Possible to Improve the Use of the Package and Achieve Greater Benefits?....159
Simplifying....162
Contacts with Other Companies That Use the Same Package....163


13 My Dear Package Vendor: We're Counting on You....167

What to Expect from the Package Vendor Now That the System Is Working....167
Will the Company's Package Vendor Survive in this Volatile Market?....169


14 Some Additional Ideas....173

Lessons Learned through Experience....173
Creating an Environment for Software Vendors to Install Their Product....173
Interviewing Consultants When the Implementation Proposal Is Being Developed....174
Requesting Names of Qualified Consultants from Other Companies....175
Workshops and Meetings Outside the Company....176
Evaluating the Software Package Documentation....177
Requesting a Trial Period with the Product....178
Setting Up an Internal Support Structure for the Software....180
Do Not Underestimate the Importance of Managing the Project....182

Conclusion....183
Index....187
 
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Back Cover
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In an effort to become more flexible and competitive, companies are migrating from legacy systems to integrated business management package software products. These products represent the future for companies that need to streamline their business processes and improve the sharing of information in order to compete in the rapidly evolving business world. Yet adopting a package software solution is not a process to be taken lightly, and this critical change can represent a tremendous investment of time and resources.

Most corporate officers charged with purchasing package software products are not experienced buyers, and there is very little information available to guide you through this process. Enterprise-Wide Software Solutions is the thorough tutorial and lasting reference you need to help you implement, use, and manage these powerful tools. This book provides a basis for planning and managing expectations among all relevant groups--corporate management, information technology staff, users, outside consultants, and the software vendor.

Companies are investing significant amounts of money and time to implement business package solutions. This book helps you reduce these costs and hours to more reasonable levels. Crucial topics--budgeting, project team organization, cost-justification, customization, outsourcing, reengineering, testing, training, and more--are covered in detail, allowing you to concentrate on the selection process, implementation strategy, and package software product that is best for your company.

 
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Preface
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This book addresses the evaluation, selection, installation, implementation, use, and economic advantages of using business software packages. In the United States and all over the world, companies are installing software packages for business automation at an unprecedented rate: financial, manufacturing, distribution, and, primarily, integrated packages, which promise to cover all internal functions in one product. Most of the firms and their corporate officers who purchase these packages are not experienced buyers of such products and related services. This book establishes a baseline for planning and managing expectations between corporate managers, their information technology staff, and outside consultants.

The human issues are critical here--not the technical ones--and the human issues are less likely to change quickly. Although automation has become a tool kit for every manager at every type and size of organization, there is little material available to guide the journeyman in how to implement, use, or manage these tools. The distributed, integrated, automated environment has become an avalanche that threatens to sweep up the business community; it has already outpaced the educational mechanisms necessary to support it.

The book is a guide to what to expect when a company is getting ready to purchase and implement a new software package. It provides an "A to Z" perspective of the many technical and nontechnical elements that must be considered. It provides a framework for implementing all the bits and pieces that make up a system.

Experience shows that the real problems with business packages are comparability (evaluation and selection), evangelism (getting corporate consensus), training and motivating the end users, and maintenance (support, extensions). These issues are very well covered by the author.

This book can be read and used to establish a "common language" among groups of people who rarely speak the same language today: senior business managers, information technology managers, information technology key users and end users, and external business consultants.

Companies are spending significant amounts of money and time to implement business package solutions. This book can be of tremendous value to the business community by helping readers reduce the necessary costs and time required to install new company-wide software to more reasonable levels.

 
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Author info
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Sergio Lozinsky is a partner at Price Waterhouse, the leading audit and consulting services company. He is also a contributor to many information technology publications, and he has been working with numerous corporations during the last twenty years, helping them plan and implement information systems solutions as a tool to achieve better results and competitive market performance.
 
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Business System Analysis Books: Reviews
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Review-Date: 9/18/2003 Rating: 5 Summary: It‘s very good book

This book is very useful for choose right ERP package and implementation.


Review-Date: 1/13/2001 Rating: 1 Summary: What a waste of time and money

As someone involved in the consulting area for many years, I was unable to find any new idea that would make worthwhile to spend money in this book. Almost everything that is mentioned here can be grabbed from free articles availables in Internet,about this subject. Additionally, there are a good number of books that will help you much more to plan and implement ERP‘s. Last, but not least, the book only have a handful of small pictures and tables. Unacceptable for a modern book about business and technology topics.


Review-Date: 9/26/2000 Rating: 3 Summary: High–level Overview

This book provides a high–level overview of many of the issues surrounding an ERP implementation. However, the coverage is superficial and repetitive. I think a 10–page summary of this material would be much more useful than this 200–page book. Often I felt like the book was more of an advertisement for a consulting company than a serious treatment of the issues involved in implementing an ERP system. Still, it may help one who is inexperienced in this area to know some of the important questions to ask before and during the implementation.


Review-Date: 10/6/1999 Rating: 4 Summary: A good summary of the complex issue of enterprise systems

This book is a good overview of all of the issues related to the selection and implementation of enterprise systems. I have purchased several copies of the book and distributed them to potential clients. I use the book as a gift during my seminars.

The book, however, does not go into a lot of details on such critical issues such as change management and business case development for the project.

This is a good introduction book and is an easy read. I recommend it for readers who want to understand the issues of ERP at a high level.



Review-Date: 7/11/1999 Rating: 2 Summary: Important topic, but superficial treatment!

This book identifies all the important areas in enterpise software package implementation. However, I was really disappointed with the superficial treatment overall. Much of the stuff looks old – material that has been around in books on project management for a long long time. It would have been invaluable if the author had focused in detail on the two key areas (package selection and package implementation) and provided more specific tools/techniques etc.


Review-Date: 1/2/1999 Rating: 4 Summary: A great primer on ERP solutions

The Information Technology is revolutionizing the way, in which we live and work. It is changing all aspects of our life and lifestyle. The digital revolution has given mankind the ability to treat information with mathematical precision, to transmit it at very high accuracy and to manipulate it at will. These capabilities are brining into being a whole world within and around the physical world. The amount of calculational power that is available to mankind is increasing at an exponential rate. Computers and communications are becoming integral parts of our lives.

To survive, thrive and beat the competition in today‘s brutally competitive world one had to manage the future. Managing the future means managing the information. In order to manage the information, in order to deliver high quality information to the decision makers at the right time, in order to automate the process of data collection, collation and refinement, organizations have to make Information Technology an ally and should harness its full potential and use it in the best way possible.

Almost all organizations are turning to some sort of Enterprise Resource Planning (ERP) package as a solution to their information management problems. ERP packages if chosen correctly, implemented judiciously and used efficiently will raise the productivity and profits of companies dramatically. But many a company fails in this because of wrong product, incompetent and haphazard implementation and inefficient or ineffective usage. To work successfully, the ERP solutions need a lot of factors to click. There should be good people who know the business, the vendor should be good and his package should be best one for the company‘s needs, the ERP consultants should be good, the implementation should be planned well and executed perfectly and the end–user training should be done so that the people understand the system and the effect of their efforts on the overall success of the program.

Often the responsibility of implementing the ERP solution will be given to a person or a group of people who do not have much experience in implementing such systems. They might be good managers with excellent track records and they might have encyclopedic knowledge of the functioning of the company. But the number of options available in the ERP marketplace is simply overwhelming–SAP, Oracle, PeopleSoft, Bann, JD Edwards, etc.–to name a few. These are the major players and their and hundreds of small timers who enjoy considerable market shares in their own niche markets.

How to choose the right product? How to choose the right vendor? What options and modules to purchase? How to deal with the vendors and consultants? How to plan and execute the implementation? How to plan in advance so that the program can be rolled out in minimum time and with maximum effective ness? What are the things that could go wrong? Who are the people who can be of help? The list of questions is endless! Every vendor will claim that their product is the ideal and their support is the best. So the managers are faced with a tough proposition. They just can‘t make a `trial and error‘ decision making. It is either `do it right the first time‘ or `going out of business‘ proposition. The huge costs involved in the ERP implementation allow no margin of error, rework or correction.

The timing of the book `Enterprise–Wide Software Solutions‘ by Sergio Lozinsky could not have better. It is an ideal book for managers or professionals who are entrusted with the task of implementing the ERP solutions in their company. It a good book for people who are thinking of implementing ERP solutions, it is an ideal primer for and ERP consultant, programmer and end–user. The real value of this book lies in the fact that, it helps in giving the reader an excellent overview (the big picture) of the ERP solutions, the packages, the benefits, the problems, the roles each has to play, and so on.

It is written in a simple, easy–to–read, jargon free and pleasant style. The design and layout helps a lot in improving the readability. The organization of the book is logical and clever; the reader is read from one topic starting from selection of a package to implementation problems in a clear and logical manner. The flow of the topics is real nice. The chapter `Some Additional Ideas‘ is a real bonus. There are no appendices. One on the various vendors, a brief overview of each product and where one can obtain more information would have been real nice. Similarly the a listing on the ERP resources on the Internet like mailing lists, sites dedicated to ERP issues, etc. could have been very useful to the reader. But the author has packed so much information in such a cute little book (190 page including index), that it is worth its weight in gold.

A `must read‘ for managers, ERP professionals and anyone who wants to know about ERP in general. This book should definitely added to every manager‘s reading list.



Review-Date: 12/30/1998 Rating: 5 Summary: Excellent introduction to ERP for project teams

As manager of an Oracle applications training program for consultants, I have successfully used this book as introductory or intermediate material for ERP implementation training (regardless of specific ERP package) for new consultants or experienced consultants new to ERP.

The author has also been a guest lecturer for a class we delivered to partners who were interested in the selling of implementation services and the successful management of client expectations through all stages of the project.

I would highly recommend this book to any consultant or client member of an implementation project team who is relatively new to the ERP arena and even as a refresher to more experienced practitioners.



Review-Date: 10/25/1998 Rating: 2 Summary: Very broad and superficial review of ERP implementation

It covers ERP implementation in very broad strokes, and gives a superficial overview of each step. The book may be good for managers just embarking on the ERP implementation process. However, if you are looking for detailed steps and procedures, this book is not for you.


 
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