TxM 061 Section 7.5 Preparatory steps for a SEPT project Created by James on 7/4/2013 2:12:51 PM
The following steps should be following in commencing a SEPT project:
1. Executive interviews
1 on 1 one hour executive strategic interviews with each of the executive team and senior managers.
- "what is the essence of the business and how does it thrive?"(strategy)
- "critical concerns with regard to present systems"
- "critical success factors for a new solution" (not necessarily a new system)
Take detailed notes and listen attentively. Active listen by asking questions directed at gaining understanding and further insight.
2. Walkthrough the business
Including site visit/s, factory visit, warehouse visit, etc. Get a feel for the business of the business. Guided by CEO, executive or senior manager – see the business through their eyes. Followed by interviews with managers and staff coupled to walkthrough of the systems.
3. Walkthrough current systems
Evaluate the systems in the context of all the information gathered to that point. Hold up against the factors causing failure and critical factors for success. Look particularly at the configuration, Chart of Accounts, Materials / Item / Product Master, etc – do they come close to SEPT standards, where are they on the scale of 0 to 10 – refer article on this topic.
4. Walkthrough of new system
If a new system is to be installed, either an upgrade or re-implementation or a completely new system have a walkthrough of this system – main points of interest on a module by module basis.
5. Formal report summarizing findings
Write a critical factor based report with bullet points on seven plus or minus two critical findings and key recommendations. Be willing to challenge invalid thinking and to identify if the present system can be remediated. A SEPT Data Warehouse implementation is frequently the most appropriate solution.
6. Presentation to EXCO of findings and recommendations
Present the findings to the Executive Committee.
8. Project approval
9. Engage with executives and develop high level taxonomies
Engage with the executive to develop the high level taxonomy frameworks and then with the rest of the business to flesh-out the taxonomies. Train facilitators as appropriate.
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