Professional Documents
Culture Documents
The ERP Life Cycle
The ERP Life Cycle
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Air Force Mentor-Protégé Program
(Mark Twain)
Agenda
Review ERP implementation project cycle
including
Initiation
Project planning
Process analysis and design
Realization
Transition approaches
Operations from “go live” to support
Discuss ASAP as an example ERP method
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Air Force Mentor-Protégé Program
1. Initiation
6. Operations 2. Planning
3. Analysis &
5. Transition
Process design
4. Realization
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Air Force Mentor-Protégé Program
Phase 1: Initiation
The beginning of the project
A project will begin when the project
sponsor has obtained the funding
Implies that top management of the firm
feels that it is important enough to invest
big money
Pull in key project resources, i.e., the
project manager
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Air Force Mentor-Protégé Program
Installation steps
Size the system
Decide on installation type
Check on installation requirements
Install and configure hardware, network and
base software
Design file layout
Install central instance
Define database
Build and load database
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Air Force Mentor-Protégé Program
Phase 4: Realization
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Air Force Mentor-Protégé Program
Creation of authorizations
Roles
Executive B oard
Manager
Managerial A ccounting
Financial A ccounting
Management
Purchasing
•
•
Spec ialis t
Managerial Ac c ountant
Projec t Ac c ountant
•
•
Tax Ac c ountant
J oint Venture Ac c ountant
Marketing
Procureme
Agent Service
Employee
R esource Management Procurement
Management
Manager
Purchasing Agent
Employee
Business Processs
Data migration/conversion
Need to transfer historical or legacy
data to new system
Requires custom programs
Significant cost and time could go into
cleaning the data
Similar to interfaces development work
Usually one-time uploads
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Air Force Mentor-Protégé Program
System testing
Occurs throughout phases 3, 4 and 5
Process personnel responsible for testing
Unit or function testing
Testing individual and composite processes
Includes data conversion programs, interfaces, and
authorizations
Occurs throughout realization phase
Integration testing, does it all work
Final step before “go live”
Stress testing
User acceptance testing
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Air Force Mentor-Protégé Program
Training
Occurs throughout the project
Phase 1 and 2: project team
education on the use and
implementation of the chosen solution
Phase 3-6: end user education on
how to use the system
Organizational change
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Air Force Mentor-Protégé Program
Phase 6: Operations
Quality assurance checks and evaluations
Optimization and refinement of the production
environment
Follow-up training and assessment of end-user
needs
Refinement of systems administration procedures
Project review
What are the lessons learned?
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Air Force Mentor-Protégé Program
Continuous
Project Change
Preparation Final
Preparation
Go Live &
Business
Realization Support
Blueprint
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Air Force Mentor-Protégé Program
Blueprint Realiz -
Final
Budget ation
Prep.
Project
Planning Strategies & Go Live
(SEM-BPS) Standards Sustain
Blueprint Realiz -
Financial ation Final
Prep.
Reporting Go Live
(BW) Sustain
Go Live
Portal Blueprint / Realization Sustain
Project Preparation
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Air Force Mentor-Protégé Program
Business Blueprint
Realization
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Air Force Mentor-Protégé Program
Final Preparation
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Air Force Mentor-Protégé Program
Implementation Deliverables
1 2 3 4 5
Business Process
Master List
Enhancem ents.
Authorizations System
Project
Reports Performance
Plan Interfaces
Processes
Scope Baseline Procedures Reports Test Plan
Org. structure
Scope Test Cases Interfaces Train.Mat.
Conversion Go Live
Plan
Business
Blueprint
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Air Force Mentor-Protégé Program
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Air Force Mentor-Protégé Program
Planning
Structure
Construct
Executive Sessions Transition
Partner Selections
Project Charter Business Needs
Deploy
Project Plan Design Sessions
Mapping Build / Develop
Conversion
System Test
Training
Rollout Strategy
Support Strategy
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Air Force Mentor-Protégé Program
Summary
Discussed ERP life-cycle phases
ASAP methodology as example
University implementation as example
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