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How to assess internal risks of a large erp implementation
How to assess internal risks of a
large ERP implementation?
About Ursa Information Systems
• Gold Partner in the US since 2012
• Specialized in the manufacturing industry
• Offices in Arizona, California and Kentucky
• 20 employees focused on Odoo and Hadoop
• 100+ years of business systems implementation experience
• Best Partner Americas in 2013
• Author of "Financial Accounting with Odoo"
• Data/Information to collect
• Solutions and their cost
• Final decision and what's next?
• To anticipate resistance
• To have realistic expectations from people
• To have realistic estimates
• To find supporters of the new solution
• To give people the time they need to change
• To have a great experience during and after
Data/Information to collect
• How long did it take to implement the last big
• How long/What did it take to get your staff efficient on a
• How did your staff respond to the announcement of this
• How available are they? For how long?
• How many processes does your organization have?
• How many persons execute each process?
Source: Bare Bones Change Management: What You Shouldn't Not Do, by Bob Lewis.
– They are available, excited by the new project and
endorse the chosen solution. They can't stand the old
system any more.
– They are not available, but curious and eager to use the
new system. They can live with the old system
– They are anxious and stressed by the new system. They
loved the old one which was perfect for them.
Solutions and their cost
– They must be part of the project implementation team.
– They will be involved in the requirements definition,
validation, testing, training and support.
– 25% of their time dedicated to the project
– They can advise/support supporters.
– They must be involved in the acceptance tests.
– 4 hours/pers/process (3 hours + 1 hour for support)
Solutions and their cost
– They should be involved in the requirements definition
phase and be exposed to the new solution when all the
requirements are met.
– They will require extensive communication, training,
hand-holding and/or documentation.
– 8 hours/pers/process (4 hours + 4 hours for the
Final decision and what's next?
• Not ready?
– Can you cut the project into phases? Start with the
process with less resisters. They will be the latest to jump
in and that's fine.
– Can you minimize their work on the new system? Have
someone else doing the data entry?
– Can you save on training with additional features and/or
interface improvements to make their life easier/seduce
• → Turn Push and Resistance into Pull and Desire
• → Search for early victories!
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