Drive Value from your ERP with a Post Implementation System Assessment (PISA)

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CAPSCIENT's VP of Sales, Marketing and Strategic Alliances, Dale Kaplan, explains how CAPSCIENT's latest service offering (PISA) helps organizations achieve their ERP goals with minimal service cost and increased return on investment.

CAPSCIENT Post Implementation System Assessment

CAPSCIENT Post Implementation System Assessment

CAPSCIENT' PISA is a focused system review that drives ERP value by providing specific best-practice process and configuration improvements for your ERP system.

Organizations that use software products like Oracle's JD Edwards, eBusiness Suite, PeopleSoft, often question how they can drive additional value out of their investment. This spurs questions around the level of current system usage, how best to determine if the software's functionality is being used to its fullest to align with business processes, and the overall user-community satisfaction with the software so as to pinpoint areas for improvement to drive additional return on investment.

Most new software implementation projects define various value driver measures as goals. Due to over-riding project pressures such as time and budget constraints, it is not uncommon that these goals become less of a focus as system operational and functional considerations take precedence. At project go-live and after, value considerations are either not measured or evaluated.

For organizations that have older system releases that are planning upgrades, many need to understand where and how to improve their software usage as their current processes that worked may not in the new system or the new system may bring improved efficient processes and ways to do business that should be utilized to drive additional value. IT departments often don't get to these projects for numerous reasons that include time, cost, resource constraints, other more pertinent projects, as well as a lack of deep expertise in the most current releases of the Enterprise Resource Planning (ERP) software.

Making it easy and inexpensive to drive value out of ERP systems has been the focus of a service offering initiative, called Post Implementation System Assessment (PISA) undertaken by CAPSCIENT's Vice President, Dale Kaplan, who commented that "we found that many IT executives at companies in our install base that had implemented a year or more ago and those on back releases of their software, really wanted an independent fresh look at their systems, but budget and resource constraints to invest in traditional system review projects was a definite hindrance.” Dale referred to the PISA success as it directly addresses these concerns with it being “the un-biased low-cost focused approach to assessing the value gap providing organizations with the mechanism to evaluate their ERP value".

CAPSCIENT's PISA service offering is a focused system review engagement of a company’s existing ERP operations against best-practice processes and configurations of both the company’s existing software release and can include a review against the most recent software release. The PISA identifies areas for improvement and additional configurations, including needed modifications to ensure best practices. It takes into account cost reduction through improved software efficiencies derived by increased system functionality usage and alignment of new processes to the business. Industry best practices are also a key focus area that drives additional incremental value.

The CAPSCIENT PISA is more than a typical system health-check. Utilizing templates, questionnaires, structured interviews, checklists, ERP implementation best practices, new version/net change information, the PISA provides the necessary support, direction and plan for execution of any system changes. The PISA evaluates your system by module and identifies utilization, and provides the guidance needed for implementation of those recommendations.    

Customers that are upgrading their ERP can also derive value from the PISA. As part of the PISA evaluation, net changes to the proposed new system version release and identification of value drivers to support upgrade investments can be included. The PISA supports the scope and planning phases of upgrades.

The initial PISA steps include the review phase, in which the original project implementation documentation is reviewed (if available), as well as the design, testing, training and other components of the implementation that were originally performed are evaluated. This process allows for quick identification of areas for further review and analysis. User requests/incidents that have been reported are reviewed to identify system configuration issues but are also assessed for the need for additional end-user training.

“Our existing knowledge of ERP software, specifically Oracle, JD Edwards and known risk areas within each of the modules with their implementation, allows us to focus the PISA efforts on those risk areas at the outset and if they exist as gaps in the implementation we provide mitigation strategies.” said Dale. “We analyze the current ‘state of the union’ through focused and planned discussion with management, key users and process owners. This takes two tracks – one for functional and one for technical, but they are not looked at independently, but rather addressed in parallel to ensure congruence to the PISA goal. CAPSCIENT has a flexible approach to gaining feedback from users and creative approaches are used to keep the PISA on track.”

CAPSCIENT's PISA project manager establishes the index metric to determine variance from best practices which are used to report against. Recommended actions for improvement against the index are provided. A PISA final report is prepared and presented to management. The PISA approach is flexible and can include any specific items of customer concern, for example review of other related integrations or systems that may impact the main system being reviewed. Over-riding CAPSCIENT's approach to the PISA is CAPSCIENT's CAP-Method(tm) methodology which is tried, tested and robust enough to ensure quality project execution.

CAPSCIENT PISA specialists drive and facilitate the PISA workshop sessions and provide documentation post meetings that include decisions taken, issues and risks identified, and actions to be performed with next steps. Along with meeting agendas and the like, the PISA process enables an expedited review of the ERP system saving time, money, cost, effort and a reduction of the customer's resource time.

Project oversight and governance by an assigned executive Project Sponsor is included and at various stages of the project, typically around each key milestone, a review checkpoint is established at which point the work performed and the deliverables are reviewed and feedback provided. Given the short duration of the PISA project, at minimum weekly status meeting are held, but bi-weekly or even daily “scrum” type status meetings are held.

Consider a PISA review to quickly evaluate your current system implementation and take advantage of the expertise of a partner to expeditiously drive value from your ERP investment. Contact a CAPSCIENT specialist today to learn more about this exciting new offering and drive value from your ERP investment.

Headquartered in Irving, TX and with offices in Los Angeles, CA and Denver, CO, CAPSCIENT is one of the nation’s leading JD Edwards consultancies and value systems integration firms specializing in Oracle services. CAPSCIENT is an Oracle Gold Partner and is certified to implement Oracle’s Business Accelerators for JD Edwards EnterpriseOne’s latest release.

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Suzanne Duvall

Dale Kaplan
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