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Business Transformation:

Phase 3
Friday
Business Transformation Workshop

Copyright ©2012 and Distribution Rights Held by Global


Knowledge Training LLC

This courseware may contain trademarks, copyrights and other


intellectual property rights of third parties, including Cisco Systems,
Inc. and Microsoft Corporation, and all such rights are proprietary
to their respective owners.

© 2011 Global Knowledge Training LLC. All rights reserved.


Business Transformation:
An Architectural Approach

© 2011 Global Knowledge Training LLC. All rights reserved.


Architecture Practitioner - Core Components

Architecture Consulting Lifecycle

Framework/Method

Tools/Techniques

© 2011 Global Knowledge Training LLC. All rights reserved.


Aligning Architecture Consulting Lifecycle
with Curriculum Structure and Skills
Advanced Consulting Skills

Communication Facilitation Conflict Resolution

Gather Build Present Implement


Engage
& Analyse & Validate & Gain & Evolve
Business Transformation: Finance Module

Phase 1: Phase 3:
Business Business Transformation : Foundation Architecture Skills
Transformation:

Architectural
Phase 2:

Approach Phase 4:
Opportunity Business Transformation : Vendor Architecture Solutions
Development

Opportunity Phase 5:
Development
Workshop Business Transformation : Advanced Tools and Techniques
for Business Architects

© 2011 Global Knowledge Training LLC. All rights reserved.


Aligning Architecture Consulting Lifecycle
with Curriculum Structure and Skills
Advanced Consulting Skills

Communication Facilitation Conflict Resolution

Gather Build Present Implement


Engage
& Analyse & Validate & Gain & Evolve
Business Transformation: Finance Module

Phase 1: Phase 3:
Business Business Transformation : Foundation Architecture Skills
Transformation:

Architectural
Phase 2:

Approach Phase 4:
Opportunity Business Transformation : Vendor Architecture Solutions
Development

Opportunity Phase 5:
Development
Workshop Business Transformation : Advanced Tools and Techniques
for Business Architects

© 2011 Global Knowledge Training LLC. All rights reserved.


Agenda - Friday

09.00 – 09.15 Introduction


09.15 – 10.45 Develop the implementation roadmap
10.45 – 11.00 Break
11.00 – 12.30 Govern Implementation

12.30 – 13.00 Lunch

13.00 – 13.30 Realize Benefits


13.30 – 14.00 Deepen your customer relationship
14.00 – 14.30 Course Recap

© 2011 Global Knowledge Training LLC. All rights reserved.


Implement and Evolve
How to get commitment
Unit 3
Develop the Implementation Roadmap
Implement and Evolve:
Develop Implementation Roadmap

© 2011 Global Knowledge Training LLC. All rights reserved.


Unit Objectives

 After completing this unit, you will be able to:

• Develop and confirm an implementation roadmap that realizes the


statements in the business case
• Prioritize implementation projects to maximize the business value of the
deliverables
• Define capability increments and transition projects
• Document implementation efforts in an Architecture Definition
Increments Table
• Coordinate the implementation plan with other management frameworks
• Assess implementation risks and investigate benefit shortfalls

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Aspects of the Implementation Phase

Business Case

Implementation Strategy

Implementation Plan

Implementation Work

Implementation Governance

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Structure of an Implementation Roadmap

Link to Business Case • Identify key capabilities


- Implementation Projects • Describe project deliverables
- Timeline of Benefits Realization • Plan progressive deployment of capabilities

Transition Architectures • Assess relevant factors and make deductions


- Implementation Factors • Specify transition architectures
- Capability Increments • Describe project deliverables
- Transition Projects • Create Architeture Definition Increments Table

• Identify implementation risks


Implementation Risks
• Investigate root causes
- Shortfalls in Benefits Realization
• Describe mitigating actions
- Root Cause Analysis
• Document responsibilities and timeframe

© 2011 Global Knowledge Training LLC. All rights reserved.


Compiling an Implementation Roadmap

 Estimate resource requirements


 Estimate project timings
 Refine capability based planning
 Define capability increments
 Determine transition architectures
 Manage risks of implementation projects
 Confirm interactions with management frameworks

© 2011 Global Knowledge Training LLC. All rights reserved.


Capability Based Planning Approach

Capability

Capability Increment

People Dimension Process Dimension Technology Dimension


Individual Training Concepts Infrastructure
Collective Training Business Processes Information Technology
Professional Development Information Management Equipment

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Delivering Capabilities in Increments

 Program manager may assign “capability manager”


 Build out capability in increments aligned with transition architectures

Transition Transition Transition


architecture 1 architecture 2 architecture 3

Capability A

Capability B

Capability C

Capability D

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Detailed View of Capability Increments

For each capability


Dimension 1
14
 Define appropriate dimensions 12
10
 Assign values to dimensions 8
6
 Draw a spider web diagram Dimension 5 4 Dimension 2
2
0

Dimension 4 Dimension 3

Increment 1 Increment 2 Increment 3

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Factors Affecting Duration of a Transition

Budget
cycle

Capability Purchasing
complexity cycle

Transition
architecture
duration
Objective
Competitive
based
pressures
factors

Regulatory
influence

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Implementation Projects versus Transition Projects

Implementation Project realizes a full capability

Transition Project realizes a capability increment

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Transition Projects

Incremental Incremental Full


benefits benefits benefits

Transition Transition Transition


Architecture 1 Architecture 2 Architecture 3

• Transition • Transition • Transition


Project 1.1 Project 2.1 Project 3.1
• Transition • Transition • Transition
Project 1.2 Project 2.2 Project 3.2
•… •… •…

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Focus on Incremental Delivery of Value

Early benefits realization

Deliver capability in increments

Build momentum

Leverage business case

Involve business and IT in planning

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Planning Transition Architectures

This iterative process explores alternative implementation


pathways based on business priorities and solution dependencies.

• Identify key capabilities


1

• Define implementation projects


2

• Define capability increments


3

• Define the transition projects


4

© 2011 Global Knowledge Training LLC. All rights reserved.


Step 1: Identify Key Capabilities

 What is the consolidated set of business capabilities that you have


identified?
 How would each of these capabilities “unpack”?
• Think in terms of people, process, and technology-related implementation
activities.
• Think about the possible capability increments that could be defined.
• Create a first draft defining some capability increments.

© 2011 Global Knowledge Training LLC. All rights reserved.


Step 2: Define Implementation Projects

 Identify implementation projects at the capability level.


• Use the TOGAF convention of one implementation project per capability.
• Think about the people, process, and technology-related implementation activities
required to deploy the capability.
• Identify the implementation projects that will deploy those capabilities.
 Define the projects in terms of:
• The major outputs they will produce
• How those outputs implement the capability
 Create an initial version of the Architecture Definition Increments
Table.

© 2011 Global Knowledge Training LLC. All rights reserved.


Step 3: Define Capability Increments

 What is your strategy for implementing these capabilities?


• Review the important and significant implementation factors.
• Explore which factors could or should be used to prioritize the sequence of
capability deployment in the roadmap.
• Explore how the possible sequences impact the delivery of expected
benefits.
• Decide which sequence you will use for your roadmap.
 What is your rationale?
 How would you defend it?

© 2011 Global Knowledge Training LLC. All rights reserved.


Step 4: Define Transition Architectures

 Plan the progressive creation of business capabilities.


• Explain the capability increments that will be implemented
• Refine and sequence your first draft of capability increments
• Explain the business theme that will be used to identify the transition
architecture.
 Decide on the number of required transitions.
• When will benefits be realized?
• A typical design has two or three transition architectures.
 Refine the Architecture Definition Increments Table

© 2011 Global Knowledge Training LLC. All rights reserved.


Architecture Definition Increments Table

Project deliverables listed across the transition architectures

Implementation Transition Transition Transition


Project Architecture 1 Architecture 2 Architecture 3

Implementation Transition Project 1.1 Transition Project 2.1 Transition Project 3.1
Project 1 deliverables deliverables deliverables
Implementation Transition Project 1.2 Transition Project 2.2 Transition Project 3.2
Project 2 deliverables deliverables deliverables
...
• Web conference • Pervasive computing • TelePresence training
training and presence training • Executive
Conferencing and
• Client collaboration • Internal collaboration collaboration process
Connected Decision
process process • TelePresence
Making
• WebEx infrastructure • VOIP infrastructure deployment
deployment deployment

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Confirming the Transition Architectures with
Stakeholders

Transition Architecture 1 Transition Architecture 2

Benefits Benefits
Duration Duration
Delivered Delivered

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Coordinating Management Frameworks and
Implementation Plan

• Business • Enterprise
Planning Architecture

Resources Design

Operation Delivery
• Portfolio and
• Operational Project
Management Management

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Exercise 3-1: Plan Transition Architectures

Resource Guide: Case Study

Tasks Outcomes
• Create an Architecture Definition • Completed architecture
Increments Table for FinCo definition increments table

Small group activity: 45 minutes Debrief: 10 minutes

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Management of Implementation Risks

Risk
Classification

Risk Risk
Monitoring Identification

Risk Risk
Mitigation Assessment

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Risk Impact Assessment

Frequeny
Frequent Likely Occasional Unlikely

Catastrophic Extreme Extreme High Moderate

Critical Extreme High Moderate Low


Effect

Marginal High Moderate Low Low

Negligible Moderate Low Low Low

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Risk Identification and Mitigation

Preliminary Risk Residual Risk


Risk Mitigation
Effect Frequency Impact Effect Frequency Impact

Risk 1

Risk 2

...

before mitigation after mitigation

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Unit Summary

 The implementation roadmap links planned work to key goals and is a


significant concern of the business architect.
 Prioritize projects within transition architecture increments to maximize
expedient realization of benefit value.
 Document the major decisions in an Architecture Definition Increments
Table.
 Investigate potential shortfalls in the realization of benefits by means of
a root cause analysis.
 Ensure alignment of the implementation plan with key management
frameworks used by the customer.
 Manage risks in the implementation of transition projects.

© 2011 Global Knowledge Training LLC. All rights reserved.


Unit 4 Govern Implementation
Implement and Evolve: Govern
Implementation

© 2011 Global Knowledge Training LLC. All rights reserved.


Unit Objectives

After completing this unit, you will be able to:


• Describe Governance, it’s benefits and objectives
• Understand the structure of a Governance Framework
• Define Implementation Governance and state its objectives
• Describe the Business Architect’s role within implementation Governance
• Ensure that the deployed solution conforms with the target state
architectural blueprint
• Monitor partner ecosystem performance

© 2011 Global Knowledge Training LLC. All rights reserved.


What is Governance?

 Governance guides how decisions are made and controlled


• May exist in many forms within an organization
• Corporate – treatment of shareholders, compliance with law
• Technology – R&D, manufacturing, digital assets
• IT – linking use of IT assets & data to corporate goals and strategies
• Architecture – managing and controlling all architectures, their components
and activities associated with them
 May apply at several levels
• Global, Regional and Local via Architecture Boards, Design Authorities,
Working Parties and Steering Committees

© 2011 Global Knowledge Training LLC. All rights reserved.


What is Implementation Governance and why
is it important?
 Ensures implementation projects conform to the Target
architecture
 Guides how architectural decisions are made throughout the
various implementation projects
 Establishes connection between the architectural and
implementation parts of the organization
 Ensures adherence to the appropriate risk management
policies
 Ensures that stakeholder’s goals and objectives are met

© 2011 Global Knowledge Training LLC. All rights reserved.


Implementation Governance within the
Engagement Lifecycle
• Preliminary Phase
• Architecture Vision

• Implement and Architecture Design


Govern • Business
• Operate and Evolve • Data
• Manage Change • Application
• Technology
Domains

• Opportunities and Solutions


• Programme and Project Planning
• Portfolio Management

© 2011 Global Knowledge Training LLC. All rights reserved.


Discussion: Implementation Governance

 What are the governance


objectives of an
implementation program?

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Implementation Governance Objectives

 Ensure Implementation Programmes deliver the agreed


Transition Architectures in phases which reflect business
priorities and expectations
 Ensure that the Organisational standards for Governance
and Risk are followed
 Ensure integrity of the architectural landscape is maintained
• Perform appropriate governance functions such as compliance
assessments which can be used to test conformance
 Provide advice to development and deployment teams
• Guide solutions development teams and prepare for operational
deployment

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Implementation Governance Functions
Ensure direction

Ensure Program strategy Ensure capacity and


alignment and prioritization capability to execute

Business case Resources

Communication
Ensure
compliance and Target state Integrated Ensure
benefits design Transition planning readiness
architecture

Ensure logical sequencing


© 2011 Global Knowledge Training LLC. All rights reserved.
Implementation Governance Model

Architecture Steering
Board Organisational Structure Committee
Roles and Responsibilities
Programme
Board

Governance Framework

Policy &
Compliance Process Content
Dispensation Contracts
Monitoring Standards
Control Checkpoints Reporting
SLA’s & OLA’s
Target State Implementation
Governance
processes

© 2011 Global Knowledge Training LLC. All rights reserved.


Structure of a Governance Framework

Process Content
Policy Management Requirements
Compliance SLA’s & OLA’s
Repository
Dispensation Authority Structures
Monitoring & Reporting Organisational Standards
Business Control Solutions
Environment Management Architectures

Process Flow Control

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Discussion: Role of the Business Architect

 What is the role of the business


architect with respect to
implementation governance?

Compliance
assessment

Corrective
actions

© 2011 Global Knowledge Training LLC. All rights reserved.


Business Architect Role in Implementation
Governance

Ensure Program strategy


alignment and prioritization

Business case

Communication
Ensure
compliance and Target state Integrated
business case design Transition planning
benefits architecture

Ensure logical sequencing


© 2011 Global Knowledge Training LLC. All rights reserved.
Governance Processes
Organization
 Plan and establish program governance structure
structure
 Plan for audits
Organisational Structure
 Plan program quality Roles and Responsibilities
 Provide governance oversight
 Manage program benefits
Governance Framework
 Monitor and control program
changes
Process Content
 Approve capability transition
 Grant Dispensations Checkpoints

 Compliance Assessments Target State Implementation


Governance
Governance
processes processes

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Governance Checkpoints and Criteria

• What: Review by Steering (Governance) Committee which


decides to continue, modify, or stop program
• When: Anytime, but usually at
the end of a program lifecycle
Organisational Structure
phase Roles and Responsibilities

• How: Program manager


reports on Governance Framework
the status, forecast, reasons Process Content
for deviations, and action
plans. Checkpoints

Target State Implementation


Governanc
e
processes
© 2011 Global Knowledge Training LLC. All rights reserved.
Target State Compliance Assessments

• Ensures the compliance of individual projects within the overall


programme
• Architecture Compliance Reviews
establish compliance against
established design criteria and Organisational Structure
standards Roles and Responsibilities
• Implementation Compliance
Reviews will check progress, Governance Framework
timeline, issues, risks and
dependencies Process Content

• Findings report degree of Checkpoints


compliance and conformance
and recommended actions Target State Implementation
Governanc
e
processes
© 2011 Global Knowledge Training LLC. All rights reserved.
Implementation Program SWOT Analysis

Internal to External to
Program Program
Weaknesses Opportunities

Strengths Threats

Implementation
Program

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Governance Log
 A repository of information relating to the governance of
implementation projects
• portfolio of implementation projects and timelines
• Compliance assessments from key milestone checkpoints
• Capability assessments
• Performance measurements based on project charters
 A Decision Log should contain a record of all architecturally
significant decisions typically concerning:-
• Product selections
• Justification for major architectural features
• Deviations from standards
• Changes to the lifecycle

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Partner Ecosystem Performance

 Business architect has a design leadership role


 Responsible for monitoring design quality across capabilities
supplied by ecosystem partners

© 2011 Global Knowledge Training LLC. All rights reserved.


Architectural Ecosystem Governance

 Internal ecosystem  Customer facing


design review design acceptance

© 2011 Global Knowledge Training LLC. All rights reserved.


Unit Summary

 Implementation governance ensures all levels of decision making


are focused on achieving program goals.
 The business architect performs architectural governance
functions in support of implementation governance to ensure:
• Compliance with target state design and realization of benefits
• Alignment with program strategy and priorities
• Logical sequencing of projects relative to plan

© 2011 Global Knowledge Training LLC. All rights reserved.


Unit Summary (cont.)

 Ensures architectural compliance of implementation projects by


conducting compliance assessments and maintaining a
governance log.
 The business architect ensures overall design quality across
ecosystem partner components through internal design reviews
and customer facing design acceptance.

© 2011 Global Knowledge Training LLC. All rights reserved.


Unit 5: Realize Benefits
Implement and Evolve: Realize Benefits

© 2011 Global Knowledge Training LLC. All rights reserved.


Unit Objectives

After completing this unit, you will be able to:


• Describe the processes and tools required to track the realization of
benefits identified in the business case
• Define strategies for tracking, reporting on, and realizing benefits
• Undertake benefit gap analysis and identify corrective actions

© 2011 Global Knowledge Training LLC. All rights reserved.


Challenges to Benefits Realization

 Once the implementation program or project is funded, the


business case is set aside (forgotten).
 Implementation team does not understand or believe the
business case.
 No communication exists between the analysis team and
implementation team.
 Benefit shortfalls are not discovered until it is too late.
 The internal or external context changes.
 No process exists for managing benefits realization.

© 2011 Global Knowledge Training LLC. All rights reserved.


Benefits Realization Approach

Program lifecycle phase Benefits realization activities


• Confirm the benefits expected from the business case as well
Business case
as risks and assumptions
• Fund and staff the benefit measurement resources
Implementation
• Identify changes (roles, processes, behaviours) required to
program initiation
achieve benefits
Implementation • Schedule benefit measurement and tracking
program planning • Plan contingencies for obstacles to benefit achievement

Implementation • Track the level of benefit attainment and compare to projected


program benefits targets
delivery • Identify and clear obstacles to benefit attainment

Implementation • Report on actual benefits attained by end of implementation


program closure versus expected benefits

© 2011 Global Knowledge Training LLC. All rights reserved.


Delivering Benefits
Actions required to
achieve benefits Measurable results
on time
Benefit Accountability

Starting Target
Benefit Projects Schedule
value value
• Business • Actions to • Realization
case implement profile

Assumptions and Risks

© 2011 Global Knowledge Training LLC. All rights reserved.


Managing Benefits

Benefit Accountability

Starting Target
Benefit Projects Schedule
value value
• Business • Actions to • Realization
case implement profile

Assumptions and Risks


Benefits expected Contingency and changes
from the solution to basis for benefits

© 2011 Global Knowledge Training LLC. All rights reserved.


Managing Benefits Realization: FinCo
Business Goal Supporting Objectives
1. Become the number one tax, audit and • Achieve revenues of £500M by January 1, 2015
financial services firm in the mid-sized
consultancy market
2. Deliver innovative and practical • Acquire collaborative technology by January 1, 2012
solutions to address our client issues
• Reduce employee turnover by 15% by March 1, 2012
3. Establish excellent processes and • Acquire collaborative technology by January 1, 2012
systems
• Stabilize the network infrastructure by November 1, 2011

• Consolidate New York and London data centres by July 1, 2012

4. Able to solve complex customer • Acquire collaborative technology by January 1, 2012


problems
• Reduce employee turnover by 15% by March 1, 2012
5. Quality and integrity are ingrained in • Each employee will receive a minimum of 10 days training per year
the culture and values of our people
• Achieve an 8 out of 10 rating in the Annual Customer Satisfaction survey

6. Become the number one firm where • Achieve number one firm in the annual best places to work survey by 2013
people can do their best work
• Ensure work-life balance by limiting overtime to less than 3% per annum

• Reduce employee turnover by 15% by March 1, 2012

© 2011 Global Knowledge Training LLC. All rights reserved.


Managing Benefits Realization: FinCo

Key Capabilities Description Goals


Addressed
Expertise Location and • Ability to locate and connect to domain expertise 1, 2, 3, 4
Matching through a centralized system open to all FinCo
employees
• Goal is to reduce the time it takes to identify and
engage specialized expertise

© 2011 Global Knowledge Training LLC. All rights reserved.


Managing Benefits Realization: FinCo
September October November December January February

5 12 19 26 3 10 17 24 31 7 14 21 28 5 12 19 26 2 9 16 23 30 6 13 20 27

Expertise Location and Matching

Expertise Catalog Expertise Matching Integrated Access

Knowledge Management

Collect & Normalize IP Sharing & Publishing

Online Social Collaboration

Web Collaboration (Internal) Web Collaboration (Customer Facing)

Conferencing and Connected Decision Making

Personal Presence Office & Home (Video Enabled Strategic Meeting Environment (Immersive Face-to-
Web Conferencing (Video Enabled Web)
Voice) Face Experience)

Technology Infrastructure Consolidation and Optimization

Stabilize Network Infrastructure Consolidate Data Centres Implement D/R

Stabilize Modernize Optimize

© 2011 Global Knowledge Training LLC. All rights reserved.


Managing Benefits Realization: FinCo

Implementation Projects
The following implementation projects have been defined to deliver the identified key capabilities. The
specific business and technical capabilities that these will bring to FinCo are summarized below.
Implementation Project Implementation Project Deliverables
Name
Business [B] or Technical [T] Capabilities Delivered

Expertise Location and Implement systems and processes to enable FinCo employees to locate
Matching specific domain expertise in a timely manner

• [B] Reduce time required to identify and locate specific domain


expertise
• [B] Enable the application of specialized knowledge across the
enterprise
• [T] Central repository of skills and capabilities for all employees
• [T] Central repository of employee location information
• [T] Skill and employee search tool
• [T] Links to collaboration and knowledge management systems

© 2011 Global Knowledge Training LLC. All rights reserved.


Benefit Action Register

Measures for assessing Assumptions that


benefit realization must be managed

Accountability for Timeline for Means of getting


achieving benefit realization of benefit to the benefit

Benefit Benefit Initial Target Realization Assumptions Contributing


name sponsor value value profile projects
Benefit 1
Benefit 2

Benefit n

© 2011 Global Knowledge Training LLC. All rights reserved.


Benefit Action Register: FinCo

Benefit Benefit Initial Target Realization Assumptions Contributing


name sponsor value value profile projects

Expertise Relevant 2 Days 2 Hours 6 months Remote Technology


Location CxO Average (3 x 2 month bandwidth and Infrastructure
& transitions) connectivity Consolidation
Matching issues identified and
in the Optimization
Implementation
Gap Analysis
have been
resolved

© 2011 Global Knowledge Training LLC. All rights reserved.


Root Cause Analysis: Benefit Gap

Goal: To identify all the causes of a benefit gap


 Review benefit assumptions and rationale.

 Collect data.

 Organize by using appropriate technique.

 Identify causal factors.

 Select root causes.

 Repeat until analysis is complete.

© 2011 Global Knowledge Training LLC. All rights reserved.


Benefit Gap Correction

 Root cause analysis reveals causes of a benefit gap.


• Staff understands how to use the solution but does not understand the
importance of doing so and resorts to “work-arounds”.
 Undertake corrective action
• Implement action to address the root cause.
• For example, undertake additional training and communication to

raise awareness of the importance of the new process and tools.


• Implement performance management revisions to motivate

appropriate behaviors.

© 2011 Global Knowledge Training LLC. All rights reserved.


Reporting on Benefits Realization

 Provides a mechanism for showing that the benefits have


been realized as per plan

Realization
Status reports Post-completion
report

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Benefits Realization Report

 Quantification:
• Date
• What
• How many
 Governance:
• Determines if this is occurring within the designated parameters
• Measures capabilities against the benefits realization plan, possibly
resulting in:
 Capability realignment
 Capability termination
 Capability started early

© 2011 Global Knowledge Training LLC. All rights reserved.


Unit Summary
 Benefits realization is a systematic management process that
ensures the delivery and management of benefits
throughout implementation.
 Advising and guiding customers to formalize benefits
realization within the implementation program improves
decision-making processes and managing stakeholder
expectations.
 Use the benefits action register to identify and track benefits
and identify gaps.
 Address gaps in benefits promptly and report on benefit
realization throughout the program to create valuable
reference customers.

© 2011 Global Knowledge Training LLC. All rights reserved.


Unit 6: Deepen Your Customer
Relationship
Implement and Evolve: Deepen Your
Customer Relationship

© 2011 Global Knowledge Training LLC. All rights reserved.


Successful Implementation

Which factors contribute to an


implementation being considered
successful?

• Technical Aspects?
• Business Aspects? Compliance
assessment

Corrective
actions

© 2011 Global Knowledge Training LLC. All rights reserved.


What Makes an Implementation Successful?

Technical Aspects
• Stable infrastructure conditions
• Seamless Integration with other systems and applications
• Efficient use of technology resources
• etc
Compliance
Business Aspects assessment
• Delivers expected benefits Corrective
• Accepted and used by workforce actions
• Increases productivity
• Efficient use of human resources
• etc

Achievement of Customer Outcomes


© 2011 Global Knowledge Training LLC. All rights reserved.
Achievement of Customer Outcomes: FinCo

Implementation Projects
The following implementation projects have been defined to deliver the identified key capabilities. The
specific business and technical capabilities that these will bring to FinCo are summarized below.
Implementation Project Implementation Project Deliverables
Name
Business [B] or Technical [T] Capabilities Delivered

Expertise Location and Implement systems and processes to enable FinCo employees to locate
Matching specific domain expertise in a timely manner

• [B] Reduce time required to identify and locate specific domain


expertise
• [B] Enable the application of specialized knowledge across the
enterprise
• [T] Central repository of skills and capabilities for all employees
• [T] Central repository of employee location information
• [T] Skill and employee search tool
• [T] Links to collaboration and knowledge management systems

© 2011 Global Knowledge Training LLC. All rights reserved.


Achievement of Customer Outcomes

Consider FinCo’s required new


business capabilities:
1/. Expertise Location & Matching
2/. Knowledge Management
3/. On-line Social Collaboration
4/. Conferencing & Connected Decision Compliance
Making assessment
5/. Technology Infrastructure Corrective
Consolidation & Optimization actions

In order for FinCo to fully realize the


benefits
delivered by the overall solution what
must be considered?
© 2011 Global Knowledge Training LLC. All rights reserved.
Measurements of Success

Demonstrable Increases in:


• Revenues
• Productivity
• Staff Retention
• Customer Satisfaction
• Etc Compliance
assessment
Provides the opportunity for formal and Corrective
informal review with FinCo CxO and actions
stakeholders to discuss and prove the
achievement of required outcomes

This is the opportunity to develop and


deepen the relationship with your customer
© 2011 Global Knowledge Training LLC. All rights reserved.
Thank you for participating in the
Implement and Evolve module.

Please remember to complete


the evaluation.

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