Sixty-Second Professional Development
Seminar:
Seven Deadly Sins of Enterprise Resource Planning Systems Implementation
Society of PM Professionals
of Greater Vancouver
Click on a presentation or workshop title to view
the abstract, biography, contact information, and documents available
for download.
Seminar Program, October 24, 2012
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Introduction to the Seven Deadly Sins of Software Implementation
John Cooke, PMP
Abstract
What are the mistakes that people make that lead to implementation disasters,
cost blow-outs and schedule nightmares?
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1st deadly sin - set an unrealistic budget and timeframe
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2nd deadly sin - treat the project as a low priority
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3rd deadly sin - have no strategies in place to manage change
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4th deadly sin - treat conversions as a low priority
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5th deadly sin - neglect to test the software
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6th deadly sin - have no budget for post-implementation support
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7th deadly sin - have no personal relationship with your software vendor
Biographical Outline
John Cooke, PMP is a consultant with more than 23 years of experience
delivering business system
projects in Canada and the USA. Previously John wass the Consulting Director
for Ideaca
Knowledge Services (Ideaca) in British Columbia. Prior to Ideaca, John was the
IT Director for Project Delivery at NorskeCanada (now called Catalyst Paper).
In this role, John managed the procurement of software and ongoing support as
well as procurement of IT consulting services for business system projects.
John holds a Bachelor of Science in Computer Science & Mathematics from the
University of Victoria (1990) and the Project Management Professional (PMP)
certification (2003).
Documents for Downloading
By using or downloading any material from this site, you agree that the material
shall be for your personal use only and shall not be reproduced for other
parties
without the consent of the author. Right click on the document name to download
the document to your computer. Left click to open the document in your browser
window if your browser supports the file extension.
IT-7 DeadlySinsCookePD62.PDF
Contact
John Cooke, PMP
604-506-2781
[email protected]
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Is This Project in Trouble? Early Detection and Recovery Techniques
Nancy Marshall, PMP
Abstract
Troubled Projects: Avoid. Recognize. Resolve.
The resource costs (dollars and people) associated with troubled project
situations are significant and can be avoided with strong project leadership
and by employing a disciplined methodology.� However, problems arise for many
reasons and may go undetected or even ignored in the frenzy of execution.� And
even when a major situation occurs, the 'quick & dirty' approach to resolve it
is often flawed and misguided in an attempt to not 'lose' any further time or
resources. This workshop will discuss proactive techniques to recognize and
deal with those subtle early warning signals, as well as tips to 'recover' your
project to significantly reduce the impact on your valuable organizational
resources.� Participants will discuss, in groups, a troubled scenario providing
their insights and feedback back to entire group.
Biographical Outline
Nancy Marshall, CMA, PMP is a senior advisor specializing in leading teams and
project delivery with a genuine passion for helping people achieve their best.
She has led professional services teams, programs and projects on a local,
national and global scale for over 20 years and has been involved with over 40
projects in either a delivery, coaching or advisory role with a focus on ERP
business transformations. As a trusted advisor and accomplished leader,
facilitator and educator she helps position a team for success by providing
proactive and practical recommendations to executives and project leaders
utilizing her expertise coupled with extraordinary communication skills.
Nancy has also developed project management methodologies and workshop
materials specializing in Leadership, Cost, Team Building and Project Recovery
Strategies. She has facilitated these workshops, instructed several courses
and recently contributed project delivery related articles to the CMA-BC
publication. While Nancy values every past experience as a consultant,
director, partner and executive in PwC and IBM, she is thrilled to be further
developing and sharing her leadership skills as an independent management
consultant.
Nancy holds a Bachelor of Commerce Degree from the University of Saskatchewan,
a Certified Management Accountant (CMA) designation, and is a Project
Management Professional (PMP).
Documents for Downloading
Contact the author.
Contact
Nancy Marshall, PMP
E-mail [email protected]
Blog: http://nancylmarshall.wordpress.com/
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Data Migration: The Project within an ERP Implementation Project
Robert Schulz, PMP
Abstract
4th Deadly Sin � Treat Conversions as a Low Priority
Data Conversion is a significant priority for ERP implementations. Often
referred to as the Project-within-a-Project, Data Conversion must be given the
attention it deserves to avoid this deadly sin.
In this workshop, participants will divide into six groups and analyse
different data conversion scenarios as part of an ERP implementation. Five
groups are asked to document a brief data conversion strategy and plan that
addresses the scenario and focuses on three Project Management Knowledge areas.
Group Six is asked to perform an analysis of pre conversion and post
conversion cleanup decisions against a fixed schedule and cost.
Biographical Outline
Robert Schulz, PMP has been serving the forest industry in B.C. in project
management and business consulting for the past 20 years. An independent
project management and business IT consultant, Robert's work has taken him to
all corners of B.C., Alberta, Washington, Oregon, and California. Recently,
Robert has taken on project management roles in the aerospace industry in
Abbotsford, where he lives, which is a welcome change to the commuting schedule.
Robert made the transition to project management of IT systems approximately 15
years ago. Prior to that, Robert was trained in GIS and Digital Mapping.
Robert works in all sectors of the industry, managing and supporting IT
implementations and strategic planning projects for timberlands management,
fibre procurement, sawmill production and maintenance systems, and pulp & paper
production and maintenance systems.
Robert received his Bachelor's degree in Geography in 1992 from the University
of Victoria and his PMP designation in 2002.
Documents for Downloading
By using or downloading any material from this site, you agree that the material
shall be for your personal use only and shall not be reproduced for other
parties
without the consent of the author. Right click on the document name to download
the document to your computer. Left click to open the document in your browser
window if your browser supports the file extension.
IT-DataMigrationSchulzPD62.PDF
Contact
Robert Schulz, PMP
E-mail [email protected]
Phone 604-855-5255
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CRM � A Case Study: Preliminary Analysis & Recommendations
Marko Wolf-Pany, PMP
Abstract
What is a CRM?
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� Acronym for Customer Relationship Management.
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� A major component of ERPs - Enterprise Resource Planning.
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� Widely implemented model for managing interactions with customers and sales
prospects.
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� Involves using technology to organize and automate business processes such
as sales, marketing, customer service, and technical support.
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� Goals are to identify, attract, and win new clients, while nurturing and
retaining existing customers.
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� 2012 CRM market was estimated at $18 billion up from $6.6 billion in 2006.
CRM � A Case Study � will present the Preliminary Requirements Analysis and
Recommendations for a small company from requirements gathering to preliminary
Cost Estimates. Sage SalesLogix, Microsoft Dynamics CRM, and Salesforce.com
were considered.
Biographical Outline
Marko Wolf-Pany P.Eng., PMP - Over 20 years of experience in strategic,
tactical, and operational planning, execution, control, training and coaching
"state-of-the-practice" Program Management, Change Management, Project
Management, and Process Improvement Management "best practices", to private and
public sector, national and international organizations.
Sr. Project Manager at C.T.R. Ventures Ltd.
C.T.R. Ventures Ltd. is the management company for 3 active companies: First
Resolution Management Corporation (FRMC), International Tracing Search (ITC),
and International Genealogical Search (IGS).
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Special Projects Manager: e.g. Process Improvement Program (introduce Program
/ Project Management "best Practices), Disaster Recovery / Business Continuity
Planning, etc., and
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Information Systems (IS) Manager.
Documents for Downloading
By using or downloading any material from this site, you agree that the material
shall be for your personal use only and shall not be reproduced for other
parties
without the consent of the author. Right click on the document name to download
the document to your computer. Left click to open the document in your browser
window if your browser supports the file extension.
IT-CRM-Selection-Wolf-Pany-PD62.PDF
Contact
Marko Wolf-Pany, PMP
[email protected]
604-433-6660
12-3980 Canada Way
Burnaby
British Columbia, Canada
V5G 1G7
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SIN #5 � Choosing the System before Defining the Process
Kelly Gilchrist, PMP
Abstract
Sin is a strong word, and the implication of using it suggests that selecting a
software product before fully understanding the process it will need to
support�is a practice to be avoided at all costs. �This begs the question about
this 'rule' as an absolute. �This presentation will use typical scenarios
managers of technology face each day, and will show that sometimes
circumstances dictate that the most appropriate approach is a sinful one.
Biographical Outline
Kelly Gilchrist, PMP has been in progressive IT Leadership positions since
2000, and has worked in a number of different sectors in the Vancouver market.
�Kelly was the Director, IT at a major BC forest company from 2003 � 2009, was
the Director, Business Systems Development & Sustainment at Ritchie Bros.
Auctioneers through July or 2012, and is now the Director, Systems
Transformation Program at the same company. �Prior to his transition to IT,
Kelly held finance related positions as the Manager FP&A and Divisional
Controller at a major Canadian airline.
Kelly received his Associate of Science degree from the State University of New
York in 1991, his Bachelor's degree in Business Administration from Mercyhurst
College in Pennsylvania in 1993, his MBA from Simon Fraser University in 1998,
and his PMP designation in 2003. �
Documents for Downloading
By using or downloading any material from this site, you agree that the material
shall be for your personal use only and shall not be reproduced for other
parties
without the consent of the author. Right click on the document name to download
the document to your computer. Left click to open the document in your browser
window if your browser supports the file extension.
IT-SIN 5-GilchristPD62.PDF
Contact
Kelly Gilchrist
e: [email protected]
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Your Transformation Program - $20M; A Willing and Able Workforce - Priceless
Sue Ann Bartecko, PMP
Abstract
This session will cover the what, when, why, how, and who of organizational
change management (CM). It will explore the value proposition of CM, the role
of CM on projects, common misperceptions of CM (what it is and is not), and
common challenges to delivering quality CM. The presentation will make the
case that CM is critical to protecting an IT investment because it makes the
difference between installation and true implementation of a solution by
building the willingness and ability of the impacted workforce to adopt the
solution.� The session will also cover what change management looks like in
practice including an active CM framework, method, and actual tactics.� The
interactive workshop portion will ask seminar participants to develop and
present change management tactics for a project case study.
Biographical Outline
Sue Ann Bartecko, MPA, PMP has over seventeen years of senior-level consulting
experience in Canada and the U.S., primarily in the public sector. She is
currently employed as a Senior Change Management Advisor at BC Hydro. Prior to
this, Sue Ann was an independent consultant for four years in healthcare acting
as project manager or change lead for several large, IT-driven transformation
projects. From 2004 � 2007, she was a manager in Grant Thornton's Global
Public Sector division where she led performance measurement and Balanced
Scorecard projects for U.S. federal agencies such as the Department of the
Interior, Fish and Wildlife Services, National Oceanic and Atmospheric
Administration, and the Navy Facilities and Engineering Command.
From 2002 � 2004 Sue Ann independently provided change management, process
redesign, and organization design services to other U.S. federal agencies such
as the National Institutes of Health and the Geological Survey. After
completing her master's degree in Public Administration, she spent six years
with IBM Global Services providing a range of transformation consulting
services to municipal, state, and federal governments including the District of
Columbia, State of Texas, the U.S. Virgin Islands, Bureau of the Census, and
U.S. Postal Service.
Sue Ann is the co-author of one book, Benchmarking for Best Practices in the
Public Sector, and author of several articles on performance measurement,
change management, and consulting. She is a member of the Association of
Change Management Professionals, and the American Society for Public
Administration.
Documents for Downloading
By using or downloading any material from this site, you agree that the material
shall be for your personal use only and shall not be reproduced for other
parties
without the consent of the author. Right click on the document name to download
the document to your computer. Left click to open the document in your browser
window if your browser supports the file extension.
ChangeMgmtIT- BartekoPD62.PDF
Contact
SueAn Bartecko, PMP
E-mail:[email protected]
604.999.9973
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This page updated May 15, 2013