Showing posts with label implementation. Show all posts
Showing posts with label implementation. Show all posts

Wednesday, June 1, 2011

Implementation Trauma, Number Three!

I know you all have been waiting, staying up at night, just hoping that I would finally do a post on the #3 consulting and customer sins regarding software implementation. So here I am, no need to wait any longer!  It has been awhile since I did my original post regarding my personal top 5 consulting and customer sins.  I should emphasize that I came up with this list through my own personal experience, and my experiences teaching Sure Step to partners.  In no way do I want to imply that I am not guilty of these sins (as a consultant and customer bother)!  Much of my learning has been the hard way, so my hope is that through these posts I can help someone avoid the mistakes I have made :)

To revisit the list:

Top 5 Consulting Sins-
  1. Assuming you are the sole reason for the success/failure of the project
  2. Forgetting that customer service is important even during the heat of an implementation
  3. Ignoring risks as a way to avoid difficult conversations and/or to not "rock the boat"
  4. Forgoing proactive change management for many of the same reasons as #3
  5. Losing yourself in the "weeds" and forgetting the reasons/goals for the implementation
Top 5 Customer Sins-

  1. Assuming that the consulting team is the sole reason for the success/failure of the project
  2. Approaching the consulting team as adversaries instead of partners
  3. Underestimating the organizational change associated with implementing software
  4. Not placing value on the time spent by employees on an implementation
  5. Inadequately voicing/sharing your goals, whether due to limited budget, resources, or time (or energy!)


Let's take a closer look at number 3 on the consulting list-- Ignoring risks as a way to avoid difficult conversations and/or to not "rock the boat".  Come on now, be honest....who has avoiding an issue or a risk in hopes that it will resolve itself?  I find that I procrastinate most on risks that involve people.  For example, let's say that you are working with the customer's internal project manager. You really like them, have had lunch with them, shared stories about your kids.  But he/she seems buried in work.  And, increasingly, the follow through on tasks is delayed and/or sloppy and you find yourself spending more time managing the customer's resources.  What do you do?  What can do you do?  Ignore it, hope that it gets better?  Maybe you have tried to gently discuss it with him/her?  These are all important questions, but it really comes down to two things--
Is this a risk to the project?  YES.  Do you (or your project manager) have an obligation to proactively manage this risk?  YES.  Maybe a more direct conversation with the internal project manager is needed.  Maybe involving the customer's project sponsor and/or the project manager's supervisor in a brainstorming session to determine possible solutions to the bottleneck.  The key here, in my opinion, is to focus on the proactive, focus on the solutions and causes...not on the details of who did or didn't do what.  Sure, the details can be important in focusing the brainstorming, but try to keep it out of the he did/she did territory.  In the end, the whole project team (customer and consultants) is in it for the reason- success.  So focusing on why we manage risk (to increase the probability of success), can help everyone rise above the overwhelming details.
So what about on the customer side?  Number 3 is -- Underestimating the organizational change associated with implementing software.  Wow.  That is a big one.  Seriously.  With change comes uncertainty, about roles, about processes, about what this means for the organization.  Much like pain management, organization change management is about being ahead of the "pain" of change.  Mark works in customer service. He has heard about the new system, but really hasn't been involved in the implementation process.  What he does know, though, is that the new system is supposedly more "efficient" than the current one.  And with efficiencies, it seems like they might not need as many people working in customer service.  Not to mention, he has barely learned how to do his job in the current system after being hired a year ago-- the idea of learning a new system right before the busy season really concerns him.  These are all things that the executives, project sponsors, and managers involved in the implementation need to consider.  Discussions about what this change means to the organization, and to the people who rely on it for their livelihood, should not be avoided.  By opening up communication regarding the changes coming, the implementation becomes a company-wide effort where everyone can share in the success.  Maybe there will be less staff in customer service, but all of the new reporting tools means that new sales analyst positions will be available.  Finding this balance of the benefit to the organization and to the employees is key along with strong, positive leadership regarding the change.
 
Well, those are the sins for today.  Two more to go.  As always, please feel free to share your thoughts.  More and more, I am reminded that software functionality is only one part of the equation...the rest of it is filled with the people, processes, and methods that work with it to achieve success.

UPDATED 6/1: I need to update this with a shout out to Mark Polino, whose repost of this article reminded me of something I meant to include.  One of my favorite books, that has served me well with gaining the "gumption" to approach difficult topics (see the discussion about proactively managing risk above).  Difficult Conversations by Stone, Patton, and Heen.  Check it out if you need to up your "gumption" quotient!
Christina Phillips is a Microsoft Certified Trainer and Dynamics GP Certified Professional. She is a supervising consultant with BKD Technologies, providing training, support, and project management services to new and existing Microsoft Dynamics customers. This blog represents her views only, not those of her employer.

Wednesday, November 4, 2009

Emerging from the Curriculum Caverns

So, I have to start out with an apology of sorts, as I have been heads down for the past 6 weeks working on curriculum updates for Microsoft. So this has become an orphan blog, which Steve so gently reminded me of. So here I am to give you a bit of an update and share what has been keeping me away for so long. I have been updating courseware for the upcoming release of Microsoft Dynamics Sure Step 2010, primarily working on the courseware forProject Managing Microsoft Dynamics® AX, Microsoft Dynamics® GP, and Microsoft Dynamics® NAV Implementations with Microsoft Dynamics® Sure Step (which will be course 80199) and also doing some support around the Using Microsoft Dynamics Sure Step course (80047).

The Project Managing course is a case study based course, which I think is a great collaborative learning experience with students participating in the implementation of a fictional company and working with many of the key tools, templates, and guidance provided in Sure Step. I have experience teaching the course on earlier releases, and I found the shift in perception very interesting. Students often arrived in class aware of Sure Step and its capabilities, but unaware of how to apply the capabilities to their implementation process. After two days with the case study, however, the possibilities became clear and students would leave excited to take what they had learned and apply it practically (and quickly). As an instructor, I love to see that sort of return on the training investment!

The Using Sure Step course is meant to serve as a more general Sure Step training, great for those that need the nuts and bolts approach to understanding the components and benefits of the Sure Step model. This is the courseware we have used internally to train our team members, and I find myself referring to it regularly when I need to refresh my own memory :)

Being the geek girl that I am, I have to say that I came out of the project with a (even for me, an enternally enthusiastic person when it comes to new releases) surprising level of anticipation for the new release. For those of you not yet working with Sure Step, it presents a variety of additional touchpoints to engage you that I hope you will find immediately applicable to your business. And for those of you already working with it, I think you will find that Microsoft listened to the feedback and incorporated more tools and guidance to allow you to take the tool even further in to your implementation processes.

Some key new features (borrowed from the US Partner Executive Program News for Microsoft Dynamics - October 2009):
  • Industry and Cross-Product Content - Positioning and deploying Microsoft Dynamics solutions in a given Industry or its related segments. Industry Pilots for AX Process Manufacturing and CRM Public Sector including the launch of an Industry Playbook for solution selling. Also available will be guidance on xRM platform due-diligence and deployment.
  • Agile Project Type – The addition of this project type which will be especially suitable for implementations where the Microsoft Dynamics solution is positioned as a platform rather than as a commercial-off-the-shelf (COTS) system.
  • Organizational Change Management Discipline – New guidance on managing organizational change, to address this common challenge in any ERP or CRM deployment.
  • ISV Guidance – New content that applies to ISV solution positioning and deployment and engagement with the VARs and SIs during sales and implementation. Also, introducing Certified for Microsoft Dynamics alignment recommendations.
  • More collaboration and project tracking capabilities through enhanced SharePoint integration based on Sales, Implementation and Optimization engagements.
  • Enhancements to the Diagnostic Phase including a link between Sure Step and Unleash Your Potential, an Industry Playbook to assist the Sales Roles focused on selling Microsoft Dynamics solutions catered to a specific industry/vertical, a consolidated set of Decision Accelerator Offerings, estimation tools and an enhanced ROI calculator.
  • Enhancements to the Optimization Offerings including further alignment and integration to Support and Services from Microsoft and additional proactive and post go-live offerings.

If you are interested in checking out the upcoming release, I encourage you to check out the latest information available on PartnerSource under Partner Essentials>>Sure Step.

Also, don't forget about these resources for Sure Step as well:

I would love to hear back from those of you who are using Sure Step, thinking about using it, or wondering how/if it can apply to your organization and implementation practices!

In the meantime, I promise more frequent posts in the upcoming couple months (at least until my due date, 1/7/10...it's a girl for those of you who don't already know).

Take care,

Christina