PLANNING Getting Started The Packaged Software Dilemma Types of Software Target Audience Implementation versus Installation Is Packaged Software the Answer? Criteria for Success Reference The First Steps The Need for a Formal Selection Process Step 1: Form the Selection Team The Project Charter Team Selection The Team Leader Facilitators Outside Advisors THE SELECTION PROCESS Identifying Requirements and Potential Products The Selection Process - Step 2: Identify and Prioritize Requirements Identifying Requirements Functional Requirements Technical Requirements Vendor-Related Requirements Prioritizing Requirements The Selection Process - Step 3: Identify Potential Products RFPs and RFIs RFI vs. RFP - What Is the Difference? What is the Value of an RFP? What are the Disadvantages? When is an RFP Needed? Ranking RFP Sections Product and Vendor Evaluation Step 1: Team Evaluates the Responses and Creates the Short List of Vendors Step 2: Team Schedules Vendor Presentations Step 3: Team Checks Vendor References Step 4: Short List Vendors Present Their Products (Standard Demo) and Capabilities Step 5: Team Evaluates Presentations and Creates Finalist List of Vendors Step 6: Team Conducts Site Visits to Key Customers of Finalist Vendors Step 7: Finalist Vendors Present Customized Demos of Products Step 8: Team Determines Whether to Negotiate with All Finalists Scripted Presentations LEGAL ISSUES-CONTRACTS AND SOFTWARE LICENSES The Negotiation Process Types of Contracts Project Team Involvement in Negotiations Other Team Members Basic Precepts Improving the Company''s Negotiating Position The Negotiation Process Key Elements of Software Licenses 1. Introduction 2. Definitions 3. Term 4. Termination 5. License 6. Deliverables 7.
Schedule for Deliverables 8. Maintenance (If Contained in the Base Software License) 9. Fees and Payment Terms 10. Confidentiality and Protection of Data 11. Representations and Warranties 12. Indemnification 13. Limitation of Liability 14. Miscellaneous Provisions Professional Services Agreements Who? What? Where? Fee-Related Miscellaneous Service Contracts and Statements of Work Two-Tiered Contracts Master Services Agreement Statements of Work IMPLEMENTATION CONSIDERATIONS Establishing the Roadmap Will the Company Use an ASP or Install the Software on Its Machines? Will Implementation be "Big Bang" or Phased? What will be Included in Each Phase? How Are Phases Chosen? Will There Be Parallel Runs? Communicating the Roadmap Who''s in Charge? Architect, General Contractor or Skilled Trade? Sources of Assistance The Turnkey Alternative Company Ownership with Assistance from Outside Firms The Program Management Office Other Key Decisions The Champion The Implementation Team Selling the Solution What Is Involved? Step 1: Calculate the Costs of the Proposed Solution Step 2: Calculate the Costs of the Current Process Step 3: Identify the Benefits of the Proposed Solution Step 4: Calculate Return on Investment Step 5: Outline the Implementation Schedule Step 6: Develop the Business Case and Presentation Step 7: Presell the Solution Step 8: Present the Solution References Organizational Readiness The Basics of Change Roles Associated with Change The Impact of Change Components of Successful Change The Critical Element: Communication The Rumor Mill Formal Communication Informal Communications Coping with Conflict References IMPLEMENTATION The Ground Rules The Need for a Rule Book Step 1: Establish and Publish Standards Need for Review and Approval Step 2: Develop and Monitor the Schedule Step 3: Define and Implement Change Management Step 4: Create and Follow Communication Protocols Software Installation Step 1: Prepare the Infrastructure Step 2: Install Vanilla Code Step 3: Test the Vanilla Code with Vendor- Supplied Data Step 4: Test the Vanilla Code with Company-Specific Data Step 5: Test the Software in the Real World Step 6: Review the Documentation Configuration The Configuration Conundrum Definition Coding Testing Reference Interfaces and Conversions Interfaces Planning Definition Coding Testing Data Conversion Planning Definition Coding Testing Customizations Reports Extensions and Customizations Training Project-Team Training End User Training Ongoing Training The Challenges of Multisite Implementation How Much Variation Will Be Allowed? Will There Be One Project or Many? Who Is In Charge? How Many Instances Will There Be? Will the Implementation Be Multicountry? POST-IMPLEMENTATION Support Establishing End User Expectations Step 1: Create a Steering Committee Step 2: Establish Service-Level Agreements Step 3: Implement a Mechanism for Capturing and Reporting Performance Step 4: Communicate Performance Metrics Determining Who Will Provide Support The Legacy System Dilemma References The Future The Postmortem The Control Plan Legacy System Decommissioning Acquisitions and Divestitures APPENDICES List of Acronyms The Project Charter Suggested Reading vs.
RFP - What Is the Difference? What is the Value of an RFP? What are the Disadvantages? When is an RFP Needed? Ranking RFP Sections Product and Vendor Evaluation Step 1: Team Evaluates the Responses and Creates the Short List of Vendors Step 2: Team Schedules Vendor Presentations Step 3: Team Checks Vendor References Step 4: Short List Vendors Present Their Products (Standard Demo) and Capabilities Step 5: Team Evaluates Presentations and Creates Finalist List of Vendors Step 6: Team Conducts Site Visits to Key Customers of Finalist Vendors Step 7: Finalist Vendors Present Customized Demos of Products Step 8: Team Determines Whether to Negotiate with All Finalists Scripted Presentations LEGAL ISSUES-CONTRACTS AND SOFTWARE LICENSES The Negotiation Process Types of Contracts Project Team Involvement in Negotiations Other Team Members Basic Precepts Improving the Company''s Negotiating Position The Negotiation Process Key Elements of Software Licenses 1. Introduction 2. Definitions 3. Term 4. Termination 5. License 6. Deliverables 7. Schedule for Deliverables 8.
Maintenance (If Contained in the Base Software License) 9. Fees and Payment Terms 10. Confidentiality and Protection of Data 11. Representations and Warranties 12. Indemnification 13. Limitation of Liability 14. Miscellaneous Provisions Professional Services Agreements Who? What? Where? Fee-Related Miscellaneous Service Contracts and Statements of Work Two-Tiered Contracts Master Services Agreement Statements of Work IMPLEMENTATION CONSIDERATIONS Establishing the Roadmap Will the Company Use an ASP or Install the Software on Its Machines? Will Implementation be "Big Bang" or Phased? What will be Included in Each Phase? How Are Phases Chosen? Will There Be Parallel Runs? Communicating the Roadmap Who''s in Charge? Architect, General Contractor or Skilled Trade? Sources of Assistance The Turnkey Alternative Company Ownership with Assistance from Outside Firms The Program Management Office Other Key Decisions The Champion The Implementation Team Selling the Solution What Is Involved? Step 1: Calculate the Costs of the Proposed Solution Step 2: Calculate the Costs of the Current Process Step 3: Identify the Benefits of the Proposed Solution Step 4: Calculate Return on Investment Step 5: Outline the Implementation Schedule Step 6: Develop the Business Case and Presentation Step 7: Presell the Solution Step 8: Present the Solution References Organizational Readiness The Basics of Change Roles Associated with Change The Impact of Change Components of Successful Change The Critical Element: Communication The Rumor Mill Formal Communication Informal Communications Coping with Conflict References IMPLEMENTATION The Ground Rules The Need for a Rule Book Step 1: Establish and Publish Standards Need for Review and Approval Step 2: Develop and Monitor the Schedule Step 3: Define and Implement Change Management Step 4: Create and Follow Communication Protocols Software Installation