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1、IBM Confidential,1,Methodology OverviewPhilip Morris Companies,May 2002,IBM Confidential,2,Many well proven methods form the basis of IBM Global Services Method,Client-Server,Object Technology,Package Implementation,“Method BLUE”,Mobile and WirelessConsulting,IBM Global Services Method,CAD,e-busines
2、s,AMS,IBM Confidential,3,Method BLUE.,Method BLUE is IBMs business driven approach to selecting and implementing an enterprise packaged solution.,IBM Confidential,4,Agenda,Implementation Success FactorsThe Value of IBMs Solution ApproachLicensing the MethodMethod Demo,IBM Confidential,5,An integrate
3、d package will impact the people, business processes, and technology of a company,While an integrated package will have a direct impact on the technological,aspects of the company, the package alone does not address the people or,process issues associated with a change of this magnitude. In these tw
4、o areas it,is the redesign effort which must address the majority of issues,IBM Confidential,6,Implementation Success - Key Focus Areas,Our experience tells us that achieving harmony of people, processes and technology requires a focus in six key areas:,People,Processes,Technology,IBM Confidential,7
5、,Business Focus,What quantifiable business gains are expected?What is the Return on Investment (ROI)?How can I measure my ROI?How can I benefit from the business best practices inherent in the application?Which business processes should I allow the package to redesign?Which processes should NOT be r
6、edesigned?,IBM Confidential,8,Organization Focus,What will be the impact of this new application on my people? On productivity?How can change be managed?What will be the impact on the organizational structure of my business?Do I need to redesign the organization?What training is required? When?What
7、is the cost?Who are the champions of change?,IBM Confidential,9,Application Focus,Will the function of this application support all the requirements of my business?How do I resolve any gaps?How should the application be configured to best support my business? What reports will be required?How do I i
8、ntegrate this application into my current system environment? What data needs to be mapped and converted?What is the best data conversion plan? Cutover plan?,IBM Confidential,10,IT Architecture Focus,What impact will there be on my current IT infrastructure? . . . on my IT production processes? . .
9、. on my IT architecture?What new technologies must I have to support the new application?How much will it cost?Do I have the right technical skills?,IBM Confidential,11,Engagement Focus,What is the best approach for implementation?Shall I do a pilot, then rollout to other sites?Shall I implement onl
10、y certain modules first then remaining modules of the application later?How shall I organize my project team?What skills do I need on my team?How much time will it take?How should I organize the work to be done?How can I manage the project changes? Issues? Decisions? Sign-offs?,IBM Confidential,12,P
11、roduction/Operations Focus,How will I handle application version upgrades?Can I adequately support and maintain the application environment?Establish help desk skills and organization for newly introduced systemDetermine new tech skills,IBM Confidential,13,Agenda,Implementation Success FactorsThe Va
12、lue of IBMs Solution ApproachLicensing the MethodMethod Demo,IBM Confidential,14,The Value of IBMs Solution Approach,Method BLUE:,Addresses the six key focus areas for a complete life-cycle implementationWork-product based for flexibility and ease of useProvides a roadmap for the work that must be d
13、oneProvides samples, examples, guidance of work to be completed,IBM Confidential,15,The Value of Our Solution Approach,Method BLUE, along with the skills of your people and our people, addresses the questions that must be answered in the six key focus areas.,Method BLUE Focus Areas,The Value of Our
14、Solution Approach,Method BLUE provides a roadmap of the work that must be done.,Method BLUE Phases Rel 4,It is very important for the client and the IBM team to fully understand the current business strategy, the major areas of concern with the current business, the critical processes, readiness for
15、 the change and current IT-infrastructure and application portfolio. In the Business Assess Phase we look at all of these and build a Case for Change that validates the need for the business transformation project.We also look at the areas of business transformation that the client wishes to address
16、. We then use our business expertise to advise and guide the client in the selection of the best business practices in order to maximize their investment in this transformation initiative.Particular attention is given to the identification and quantification of business benefits that will be achieve
17、d by the implementation of the selected package.,The Value of Our Solution Approach,Business Assess Phase,Run,Prepare,Business Assess,Package Assess,Plan,Design,Implement,Manage/Run,The main purpose of the Package Assess Phase is: to select or validate the package solution that best suits the busine
18、ss requirements defined in the Business Assess Phase. to build upon the business case with costs and benefits.,The Value of Our Solution Approach,Package Assess Phase,Design,Deploy,Configure,Run,Prepare,Design,Business Assess,Package Assess,Plan,Design,Implement,Manage/Run,The main purpose of the Pl
19、an Phase is: to define the strategies for implementation, testing, training, etc., in order to start the implementation project.,The Value of Our Solution Approach,Plan Phase,Run,Prepare,Business Assess,Package Assess,Plan,Design,Implement,Manage/Run,During the Design Phase, the final solution, base
20、d on the selected or validated package, is designed.Special attention is given to designing all interfaces, package extensions, and data conversion routines. Our solution approach, with its focus on the reuse of assets, can be particularly effective in this and following phases.,Design Phase,The Val
21、ue of Our Solution Approach,Design,Run,Prepare,Business Assess,Package Assess,Plan,Design,Implement,Manage/Run,It is in the Implement Phase where the package is configured to meet the requirements of the business.Required system interfaces are built, end users trained, IT infrastructure put in place
22、 and plans for final deployment of the system are developed during this phase.This phase also ensures cut-over to the new system. Final data conversion is completed in this phase along with other activities necessary to bring the new system to life within the business.Support procedures are establis
23、hed at this time to ensure the ongoing success of the business transformation.,Implement Phase,The Value of Our Solution Approach,Design,Run,Prepare,Business Assess,Package Assess,Plan,Design,Implement,Manage/Run,Run Phase,The Value of Our Solution Approach,The purpose of the Run Phase is to operate
24、 and support the new system in the production environment. As with other business operations, the Run Phase is an ongoing activity for the duration of the operational life of the system.,Design,Run,Prepare,Business Assess,Package Assess,Plan,Design,Implement,Manage/Run,IBM Confidential,23,Summary of
25、 Method BLUE Phases,Phase Primary PurposeBusinessAssess critical processes, readiness for change, current IT infrastructure and application portfolioAssessSpecify high-level requirements and future capabilitiesIdentify gaps between the current and future state Define future processes based on indust
26、ry best practicesPackageSelect or validate the package solution that best suits the business requirementsAssess Prepare a business case with costs and benefitsPlanReady the engagement team for a successful implementation - high level implementation strategyDevelop project guidelines, strategies, and
27、 standardsDesign Assist client in designing the processes and organization and in matching processesto package functionalityFocused package training for clients so they can assist in the documentation of future system processesImplementDevelop, integrate, and test the final configurationDevelop end-
28、user training specificationsPlan the production, cut-over and post-live supportPrepare the package, IT infrastructure, and organization for going liveEducate and train users, setup and operate Help Desk and provide end-user supportRunApplication management, maintenance, upgrades, extensionsTroublesh
29、oot and resolve, Help Desk,IBM Confidential,24,Work Product Based - a key differentiator,Project Artifacts,Work Product Descriptions (WPD),What do I need to produce on the project?,What tasks do I need to perform?,How should I go about performing those tasks?,Work Products are the foundation of,Meth
30、od BLUE.they are tangible,artifacts produced as the result of,the project.,Work Products provide flexibility,and ease in tailoring Method BLUE,to each client situation,Work Product Descriptions provide,the standards and examples of what,to produce.,Work Product Descriptions make it,easy for project
31、team members to,understand what they are to do and,tips on how to do it.,IBM Confidential,25,Each work product has a 3 -10 page Work Product Description (WPD),Work Product Description elementsDescriptionPurposeImpact of NOT having the work productReason for not needing the work productNotationExampl
32、eDevelopment approachValidation and verificationAdvice and guidanceReferencesEstimation considerationsEach WPD has an alphanumeric abbreviation and is organized by the six major areas of focusFor example: APP 051, BUS 011, ARC 005, ORG 007, OPS 001,WHAT TO DO,HOW TO DO,IBM Confidential,26,Work Produ
33、ct Descriptions Are Grouped Into Two Views.Domains and Phases,Engagement domain,Business domain,Organization domain,Application domain,IT-Architecture domain,01-01,Work Product,01-02,01-03,Work Product,Work Product,Operations domain,01-01,Work Product,01-02,01-03,Work Product,Work Product,01-01,Work
34、 Product,01-02,01-03,Work Product,Work Product,01-01,Work Product,01-02,01-03,Work Product,Work Product,01-01,Work Product,01-02,01-03,Work Product,Work Product,01-01,Work Product,01-02,01-03,Work Product,Work Product,01-01,Work Product,01-02,01-03,Work Product,Work Product,01-01,Work Product,01-02,
35、01-03,Work Product,Work Product,01-01,Work Product,01-02,01-03,Work Product,Work Product,Design,Configure,Run,Design,IBM Confidential,27,Technique Papers and Process Guidance Provide Additional Method Support,Work Breakdown Structure (WBS),Process Guidance,Task,Activity,Phase,Model,Family,Work Produ
36、ct Descriptions (WPD),Project Artifacts,TechniquePapers,IBM Confidential,28,Project Deliverables result from the execution of the WBS and the work products,Phases,Activities,Tasks,IBM Confidential,29,Agenda,Implementation Success FactorsThe Value of IBMs Solution ApproachLicensing the MethodMethod D
37、emo,IBM Confidential,30,The Packaged Solution Integration Base Engagement Model Asset Is Not:An IBM program productA formal IBM service offeringHow the Package Selection and Implementation Asset is Sold:As-Is Licenses sold via license agreements only as part of broader services project, where IBM ha
38、s a primary delivery responsibility.Consulting and implementation support services can be added by the customer via services contracts:To assist with implementation and deployment of a Work Product based method.Education to help the customer realize benefits sooner,How the Method is delivered: Deliv
39、ered via CD-ROM, along with existing non-IBM Confidential supporting material Win95 or Windows 2000 and requires Netscape 4.5 (or above) or Internet 5.0 (or above),IBM Confidential,31,IBM can help you get the packaged application selection and implementation method quickly in place:Engage IBM with a
40、 service contract for method education and implementation planning.Education on individual Work Products/MethodComputer Based TrainingInstructor Led TrainingMethod Adoption Workshop (MAW) to tailor the method to your specific project,IBM Confidential,32,Since 1994, hundreds of successful package sel
41、ection and implementation engagements with multi-industry clients, world-wide. This method proven on several internal IBM package-related projects.Experience using this method with all major packaged applications: Ariba, BaaN, HR Access, i2, JD Edwards, Lawson, Manugistics, Oracle Applications, Peop
42、leSoft, Retek, SAP, Siebel, etc.Skills using this method for all areas of package-related projects: Project management, package-based business transformation, package selection, configuration and implementation, organization design and change management, IT Infrastructure, multi-package integration,
43、 global deployment, and post-implementation services.Time and cost savings from IBM project team members who understand the complexities and special design considerations associated with packages.,IBM Confidential,33,Agenda,Implementation Success FactorsThe Value of IBMs Solution ApproachLicensing the MethodMethod Demo,