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Maximizing Business Benefits from Software Packages

Learn how to align software packages with your business strategy, enhance integration, manage implementation, establish data custodianship, and more to maximize benefits. Insights shared by industry expert Yogi Schulz.

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Maximizing Business Benefits from Software Packages

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  1. Maximizing Business Benefits from Software Packages P2ES - KananaskisPresenter: Yogi Schulz

  2. Yogi SchulzBiography • Partner in Corvelle Consulting • Information technology related management consulting • Microsoft Canada columnist & CBC Radio host • PPDM Association board member • Industry presenter: • Project World - 5 years • CIPS Informatics - 7 years • Convergence - 4 years • PPDM Association - several years

  3. PresentationOutline • Increasing Benefits • Opportunities inP2ES software packages • Recommendations

  4. Software Package Increasing Benefits Align with Business and IT Strategy I n c r e a s i n g B e n e f i t s Enhance for Integration Plan & Manage Implementation Establish Data Custodianship Install Software Improving Software Package Environment

  5. Install Software • Test software package: • install end-user component on test workstations • install server component on test server • load initial test data • verify operation of software • train key end-users • Repeat process for production use Makes software package usable

  6. Establish Data Custodianship • Define data custodian role • Establish data quality standards • Train in data management practices • Support data quality Enables data quality improvement

  7. Plan Implementation Project • Determine project sponsor & steering committee membership • Assign project manager & team members • Write project statement • Build project plan includingschedule, resources & budget Positions project forsuccessful implementation

  8. Execute Implementation Project • Upgrade computing environment • Establish support infrastructure • Train end-users • Communicate status and issues • Convert data • Deploy new application Positions software packagefor successful use

  9. Enhance for Integration • Identify cross-functional data sharing opportunities • Establish strategy for consolidating data • Enhance software packages • Optimize monthly processing schedule • Enhance data management practices Enables data sharing

  10. Align with Businessand IT Strategy • Evolve software package • Manage business process change impacts • Migrate operating frameworkto use key technology components Supports the business strategy

  11. Summary • Install Software • Establish Data Custodianship • Plan & Manage Implementation • Enhance for Integration • Align with Business and IT Strategy Attention maximizes business benefits

  12. Opportunities inP2ES software packages Assess opportunities to maximize business benefits from your investment in P2ES software packages Consider the assessment questions on the following pages

  13. Financial Management Under-used feature Yes No • IFRS processing • Excel integration • Optics reporting/query application • Master file integration • Financial budgeting • Attach documents • Job scheduling

  14. Land Management Under-used feature Yes No • Accounting change notifications • Query capability • Petro-Lab query & mapping • Excel integration • Add Reference documents • Land to Petro-Lab integration • Projects to update data

  15. PRISM Under-used feature Yes No • Facility charges/Deductions • Input and export interfaces • Market master • FM Master file integration • Sophisticated DOI processing • FM interface sophistication • ERCB Directive 60 support

  16. Conclusions • Software package benefits can be increased • Benefits can be increased without increasing software licensing costs

  17. Recommendations • Evaluate how well your software packages are delivering benefits • Act on tactical initiatives • Reduce avoidable work • Read new release feature list

  18. Questions &Discussion Can you help us maximize benefits from software? Please fill out evaluation form

  19. Check out the homework Maximizing Business Benefits from Software Packages Corvelle Consulting 700, 205 - 5 Ave. S. W. Calgary, Alberta T2P 2V7 Phone: (403) 249-5255 E-mail: YogiSchulz@corvelle.com Web: www.corvelle.com Yogi Schulz Partner of Corvelle Consulting Information technology related management consulting Microsoft Canada columnist & CBC Radio host Industry presenter PPDM Association board member

  20. Microsoft OfficeWord Under-used feature Yes No • Styles • Tabs • Print envelopes • Hanging indents • Running header/footer • Automatic page numbering • Different first page

  21. Microsoft OfficeOutlook Under-used feature Yes No • Tasks • Type starting contact on To line • Create appointments from Inbox • Attach links not files • Vcards to share contacts • Search to find contacts & e-mail • Signature to identify e-mail sender

  22. Microsoft OfficeExcel Under-used feature Yes No • Named ranges • Graphs • Sort/Filter • Multiple sheets per workbook • Linking sheets • Populate with query • AutoFill

  23. Microsoft OfficePowerPoint Under-used feature Yes No • Styles through Masters • PowerPoint Templates • Custom animation • Slide transition • Notes pages • Tables • Video and Sound

  24. Bibliography • Achieving Value from ERP Systems • http://www.corvelle.com/articles/msbarticles/value_from_erp.html • Five awesome Excel tips to make your data come alive • http://www.itbusiness.ca/it/client/en/home/News.asp?sub=true&id=54292 • How Your Business Can Benefit From Accounting Software • http://www.business-software.com/erp/about-accounting/how-your-business-can-benefit-from-accounting-software.php • Information Technology Delivers Business Productivity • http://www.corvelle.com/articles/msarticles/it_productivity.html • The 10 ways IT can do more with less • http://www.corvelle.com/articles/msbarticles/do_more_with_less.html • You’ve licensed great software! Now what? • http://www.corvelle.com/articles/msbarticles/licensed_great_software.html

  25. More Financial Management Under-used feature Yes No • PST/HST processing • Qbyte Connect • Data entry tips & tricks • Cost allocations • Foreign currency

  26. Common Capability Range Software PackageRange of Capabilities Tightly Integrated Solution I n c r e a s i n g Loosely Integrated Solution Interfaced Solution B e n e f i t s Multi- Point Solution Single Point Solution Manual Support Tool Improving Application Capability

  27. Software PackageOptimum Integration Cost/Benefit Optimum Data Integration Range I n c r e a s i n g B e n e f i t s • Complexity Drivers: • number of interfaces • number of users/departments • number of locations • amount of business change Increasing Costs

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