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1、IBM Confidential,1,Methodology Overview Philip 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 Wireless Consulting,IBM Global Services Method,CAD,e-busin
2、ess,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 Factors The Value of IBMs Solution Approach Licensing the Method Method Demo,IBM Confidential,5,An inte
3、grated 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 the
4、se two 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 Confident
5、ial,7,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 shoul
6、d NOT be redesigned?,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 requir
7、ed? When? What 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 r
8、equired? How do I integrate 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 produc
9、tion processes? . . . 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 sit
10、es? Shall I implement only 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? Si
11、gn-offs?,IBM Confidential,12,Production/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 system Determine new tech skills,IBM Confidential,13,Agenda,Imp
12、lementation Success Factors The Value of IBMs Solution Approach Licensing the Method Method Demo,IBM Confidential,14,The Value of IBMs Solution Approach,Method BLUE:,Addresses the six key focus areas for a complete life-cycle implementation Work-product based for flexibility and ease of use Provides
13、 a roadmap for the work that must be done Provides 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.,Me
14、thod BLUE Focus Areas,The Value of Our 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
15、, the critical processes, readiness for 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 transfor
16、mation that the client wishes to address. 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
17、of business benefits that will be achieved 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 pa
18、ckage solution that best suits the business 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,Implem
19、ent,Manage/Run,The main purpose of the Plan 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 t
20、he Design Phase, the final solution, based 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
21、and following phases.,Design Phase,The Value 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 us
22、ers trained, IT infrastructure put in place 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
23、the business. Support procedures are established 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 Approa
24、ch,The purpose of the Run Phase is to operate 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,Implem
25、ent,Manage/Run,IBM Confidential,23,Summary of Method BLUE Phases,Phase Primary Purpose Business Assess critical processes, readiness for change, current IT infrastructure and application portfolio Assess Specify high-level requirements and future capabilities Identify gaps between the current and fu
26、ture state Define future processes based on industry best practices Package Select or validate the package solution that best suits the business requirements Assess Prepare a business case with costs and benefits Plan Ready the engagement team for a successful implementation - high level implementat
27、ion strategy Develop project guidelines, strategies, and standards Design Assist client in designing the processes and organization and in matching processes to package functionality Focused package training for clients so they can assist in the documentation of future system processes Implement Dev
28、elop, integrate, and test the final configuration Develop end-user training specifications Plan the production, cut-over and post-live support Prepare the package, IT infrastructure, and organization for going live Educate and train users, setup and operate Help Desk and provide end-user support Run
29、 Application management, maintenance, upgrades, extensions Troubleshoot 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 ab
30、out performing those tasks?,Work Products are the foundation of,Method 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
31、what,to produce.,Work Product Descriptions make it,easy for project 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 elements Description Purpose Impact of NOT havin
32、g the work product Reason for not needing the work product Notation Example Development approach Validation and verification Advice and guidance References Estimation considerations Each WPD has an alphanumeric abbreviation and is organized by the six major areas of focus For example: APP 051, BUS 0
33、11, ARC 005, ORG 007, OPS 001,WHAT TO DO,HOW TO DO,IBM Confidential,26,Work Product 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,Oper
34、ations domain,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,01-02,01-03,Work Product,Work Product,0
35、1-01,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,Design,Configure,Run,Design,IBM Confidential,27,Technique Papers and Process Guidance Provide Additional Method Support,Work Break
36、down Structure (WBS),Process Guidance,Task,Activity,Phase,Model,Family,Work Product Descriptions (WPD),Project Artifacts,Technique Papers,IBM Confidential,28,Project Deliverables result from the execution of the WBS and the work products,Phases,Activities,Tasks,IBM Confidential,29,Agenda,Implementat
37、ion Success Factors The Value of IBMs Solution Approach Licensing the Method Method Demo,IBM Confidential,30,The Packaged Solution Integration Base Engagement Model Asset Is Not: An IBM program product A formal IBM service offering How the Package Selection and Implementation Asset is Sold: “As-Is“
38、Licenses sold via license agreements only as part of broader services project, where IBM has 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 met
39、hod. Education to help the customer realize benefits sooner,How the Method is delivered: Delivered 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 t
40、he packaged application selection and implementation method quickly in place: Engage IBM with a service contract for method education and implementation planning. Education on individual Work Products/Method Computer Based Training Instructor Led Training Method Adoption Workshop (MAW) to tailor the
41、 method to your specific project,IBM Confidential,32,Since 1994, hundreds of successful package selection 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
42、applications: Ariba, BaaN, HR Access, i2, JD Edwards, Lawson, Manugistics, Oracle Applications, PeopleSoft, 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 imp
43、lementation, organization design and change management, IT Infrastructure, multi-package integration, 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 Factors The Value of IBMs Solution Approach Licensing the Method Method Demo,