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7 Keys to
Enertia
Implementation
Success
presented	
  by
Patricia Jackie
Brenna Nathan Lauren
How can you ensure
a successful
implementation?
New systems require BIG CHANGES.
7 keys to enertia implementation
Business processes can get MESSY
if functional areas don’t work together.
The
mountain
of DATA
ahead…
can seem
IMPOSSIBLE
to climb.	
  
So, what does it take to implement
successfully?
SUPPORT
Build
1
get EARLY
executive
support
Form a	
  DEDICATED	
  project team
What are
the
BENEFITS?	
  
Business Process
Understand
2REQUIREMENTS	
  
Document the
CURRENT STATE
with a bent toward
the FUTURE
ACCOUNTS PAYABLE
ADMIN
Enter Invoice and
submit to
workflow
System runs
matching process
Matching Unsuccessful:
Out of Tolerance
ACCOUNTS PAYABLE
MANAGER
CORPORATE
BUYER
PROJECT
ADMINOPS
ADMIN
Decide if invoice should be
disputed or PO should be
revised
Goods /
Goods &
Services
Invoice
Lines copy from
PO
Invoice
Invoice
Invoice
Invoice
Invoice
PO
Purchase
Order
Services
Only
PO Revisioning
Process
Disputed Invoice
Process
Revise PO
Dispute
Invoice
System routes
invoice for DOA
approval
Payment Processing
SYSTEM
INTEGRATION
Invoice interfaces
to system
Manually approve
Invoice and route to
system
PROJECT
MANAGER
PROJECT
DIRECTOR
OPS
MANAGER
SENIOR
CORPORATE
MANAGER
Provide DOA approval
as necessary
Final approver is
outside system
Invoice
Invoice
Final approver is
inside system
Invoice matches
following approval
Joint Application Design
	
  
Tailor
the system
to the
business process
Critical Reporting
Identify
3REQUIREMENTS	
  
Build a structure
that will
support
future growth
7 keys to enertia implementation
External
Reporting
Internal
Reporting
Budgeting
and
Forecasting
Key Considerations
Before
Cleanse Data
4CONVERSION	
  
Would you move
your
old JUNK
to a
new house?
Consider cleansing:
✓Well master
✓Chart of accounts
✓Business associates
(vendor/owners)
✓Cost centers
✓Revenue and land decks
Practice
Practice
5PRACTICE	
  
Practice
makes
Permanent
Client-specific TRAINING
Major
Communicate
6DECISIONS	
  
Don’t leave
STAKEHOLDERS
in the dark.
✔Document
decisions
(project governance)
Your
Motivate
7TEAM	
  
Your team will become
PROJECT AMBASSADORS.
The original
social media
Have some FUN.
1. Build Organizational Support
2. Understand Business Process Requirements
3. Identify Critical Reporting Requirements
4. Cleanse Data Before Conversion
5. Practice, Practice, Practice
6. Communicate Major Decisions
7. Motivate Your Team
7 Keys to Success: A Review
uestions?Q
Come talk to us. We’re
PROBLEM SOLVERS.
Visit us at our booth!
www.trenegy.com

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7 keys to enertia implementation