Skyward Erp Presentation
- 1. Skyward ERP Implementation Project
- 2. Agenda • About Skyward. • Understand benefits of typical Skyward Implementation projects. • Explain scope of the project for Client. • Understand implementation methodology of Skyward. • Explain project team structure and roles / responsibilities. • Obtain high level overview of Skyward.
- 4. Skyward Service Offerings Aligning Skyward to the business needs • Arriving at ERP strategy and IT investment portfolio keeping business benefits in mind • Validating the business design around people, processes and technology • Improving management of Enterprise operation and organization Sourcing and Service Management • Assistance in selection of ERP vendor • Development of business cases and SLAs Skyward Implementation • End to end implementation • Skyward Implementation support Making large Skyward projects perform • Identification, prioritization and assistance to the client to address all project risk and quality issues to ensure proper project mgmt. • Provision of expert inputs to help the transition of business process definitions to the application requirement specifications. • Conduct Change Readiness Assessment workshops, develop Change Strategy, periodically help review & revise the Change Strategy Skyward Slide 4
- 5. Skyward Service Offerings Post Implementation Review • Review of current state of the ERP in terms of benefits, coverage, usage, relevance and issues • Review of appropriate controls supporting integrity of business processes • Review Business Case adherence and Recommend opportunities for better leverage of investments in IT Improve ERP Governance • Help and implement effective Governance frameworks based on industry standards. • Improve and optimize system architecture, performance, scalability, and redundancy. • Assist IT management in selecting system controls and developing system security configurations Cost Management • Benchmark their ERP performance against peers and best practice so as to identify improvement opportunities • Analyze cost reduction possibilities • Develop cost identification and charging systems Skyward Slide 5
- 6. Benefits of Skyward Implementation
- 7. Project Benefits Skyward ERP project is an investment for an organization and it helps in reaping Quantitative as well as Qualitative benefits. Skyward Slide 7
- 8. Typical Quantitative benefits • Reduction in time for book close (monthly, quarterly, annually). • Reduction in time for preparation of monthly MIS for senior management. • Better working capital management through visibility of inventory, production, strict credit control for customers etc. • Reduced inventory carrying cost due to efficient procurement process – reduction in lead time from indent to procure to issue. Skyward Slide 8
- 9. Typical Qualitative benefits • Standardization of business processes across plants / units of the organization. • Real time data integration. • Single point data entry improves data quality and consistency. • Cross-function access to information, more holistic picture – Analysis of single source of data. – On screen enquiry. – Data drill down. • Reduction in manual efforts, duplication of work, non-value adding activities. • Enhanced internal controls including segregation of duties. Skyward Slide 9
- 10. Free resources for value creation and protection.. 11% Transaction 5% Finance Function Management Processing 1 2 3 4 66% Decision Support 18% Controls Aim is to dramatically reduce Transaction Processing time, cost and effort Skyward Slide 10
- 11. Critical Success Factors People Technology Process Transforming business performance through the successful integration of people, process and technology…... Skyward Slide 11
- 13. Overall project scope • Skyward Modules Scope: Finance Sales Purchase Inventory Production Costing HR and Payroll • Manufacturing locations – No. of plants • Project Site – Head Office and Branches • Timelines – 3 months after Blue Print Signoff Skyward Slide 13
- 14. Who are involved in the project? Procure Mobilise Mobilise Implement Support licenses Team H/W Skyward Client H/W Vendor Skyward Client / Skyward Review ??? Skyward Slide 14
- 16. Approach Implementation Project Blue Print Realization Final Go Live and Stages Preparation Preparation Support 1. Skyward ERP Prepare Study As-Is Configure and test Migrate Go Live. Address Implementation infrastructure processes and in Development configuration to issues. Fine tune define technical design To-Be and Integration production developments. requirements processes. Design environments environment. interfaces and Conduct pre Go reports Live checks 2. Data Identify master Prepare templates. Develop and test Master and Address issues. Migration data Create and check data migration transaction data Sustenance plan. test data. Suggest programs. upload. controls and validations. 3. Infrastructure Study HW, SW Recommend steps Create ‘Test’ Final testing and Legacy system requirements. HW to define security client. Install transport. Pre Go cut off. sizing and policy. Framework production server. Live check. Production installation. for creating users Configure Performance system and authorizations. transport system. check. performance monitoring. 4. Benefit Identify Define performance Standardize Test changed Continuous Realization and processes, measures and processes. processes and monitoring of Sustenance bottlenecks and framework to Realize KPIs. train users. process (Process CSFs. measure it. performance. Improvement) Skyward Slide 16
- 17. Approach Project Blue Print Realization Final Preparation Go Live and Preparation Support 5. Project Project plan, Ensure Scope change Prepare Go Live Management templates, deliverables and review. Timely contingency plan sustenance plan. procedures and sign off. deliverable and and cutover plan. Support standards. sign off. procedure and Document help desk. escalation Manage project procedure. closure. 6. Change Identify change Identify process Conduct change Conduct change Evaluate and Management agents. and organization workshops. workshops. monitor change. structure changes Implement Implement and its impact. communication communication Prepare plan. plan. communication Access change plan. readiness. 7. Knowledge Skyward overview/ Prepare training Core team End user training Identify additional Transfer Master data/ Data templates and training (train by trainers. training needs for (Training) migration. manuals. Hands the trainer). the end users. on training to End user training core team. on continuous basis. Skyward Slide 17
- 18. Implementation Methodology – Project Preparation Phase 1 – Project Preparation The purpose of this phase is to provide detailed planning and preparation for your project. Although each Skyward project will have its own unique objectives, scope and priorities, the steps in Project Preparation will help confirm and plan the principal topics that will need to be considered. As the project team prepares for the Skyward implementation, there are several important issues that must be addressed: - Confirm viability of project goals and objectives - Confirm the scope of your implementation - Confirm your implementation strategies - Specify the overall project schedule and implementation sequence - Establish the project organization and committees - Assign resources By addressing these issues early in your implementation, you will help ensure that the project proceeds efficiently and that you have established a solid foundation for a successful Skyward implementation. Major Milestones The detailed project scope is signed-off by the project sponsors The project team is staffed to support the Business Blueprint Phase Project Strategies are complete and signed-off by the project sponsors The project kick-off meeting is held The Steering Committee is in place Skyward Slide 18
- 19. Implementation Methodology – Project Preparation Deliverable Description Major Minor Responsibility Responsibility Project Kickoff Project kick off meeting involving entire Skyward, Client project team and steering committee members Project time frames, detailed list of Skyward Detailed Project Plan*** deliverables, project organization and roles Client and responsibilities Core Team training Overview of Skyward ERP to the Core Team members Skyward Client Project strategies*** Approaches to key aspects in the implementation including business Skyward blueprinting, configuration, development, Client system architecture, data transition and change management Project infrastructure Fully operational development hardware for Skyward system and project team; Fully Client equipped project site infrastructure and facilities for the project team *** Deliverable / Activity *** Deliverable / Activity requires a formal signoff requires a formal signoff Skyward Slide 19
- 20. Implementation Methodology – Business Blueprint Phase 2 – Business Blueprint The purpose of this phase is to create the Business Blueprint, which is a detailed documentation of the results gathered during requirement workshops. Furthermore, the Business Blueprint documents the business process requirements of the company. On this basis, you achieve a common understanding of how the company intends to run its business within the Skyward ERP. During this phase, you also: • Refine the original project goals and objectives. • Define the baseline scope • Refine the overall project schedule and implementation sequence. Major Milestones Technical environment for development is installed Business process workshops are run Business processes are designed and documented Interfaces, Conversions, Enhancements, Bolt-on, if any are defined Preliminary Data collection and cleaning approach are defined. Business Blueprint is created and approved by Project Sponsors. Business Blueprint outlines How Skyward functionality will be used for each process, product gaps and solutions. Skyward Slide 20
- 21. Implementation Methodology – Business Blueprint Deliverable Description Major Minor Responsibility Responsibility Business Blueprint*** Detailed to-be business processes Skyward, Client outlining how the Skyward ERP functionality will be used in each process, product gaps and solutions Preliminary Data Skyward Transition Approach Approach to taking over data from Client and Key data elements legacy systems into Skyward ERP Data collection and Status of the data at various locations, Client cleaning plan detailed plan for data collection and cleansing, responsibilities for data management List of interfaces and Detailed list of developments that need enhancements to be taken up for reports, layouts, data Skyward, Client uploads and interfaces, along with effort estimate and resource plan for the development activities Skyward will Hardware Sizing & Sizing & Installation of servers, design Client assist Client in Installation and installation networks sizing of servers *** Deliverable / Activity requires a formal signoff Skyward Slide 21
- 22. Implementation Methodology – Realization Phase 3 – Realization The purpose of this phase is to implement business and process requirements based on the Business Blueprint. The objectives are final implementation in the system, an overall test, and the release of the system for productive (live) operation. The project team receives relevant knowledge. Major Milestones Configuration and confirmation Develop Conversion plans and programs Develop application interface programs Develop enhancements Bolt-on configuration and enablers Create reports Create layout sets Conduct System integration test and record test results Develop End-user training strategy and plan Create user authorization and profiles Conduct Quality check Skyward Slide 22
- 23. Implementation Methodology – Realization Deliverable Description Major Minor Responsibility Responsibility Configured system*** Fully configured system as per to-be Skyward Client processes and system documentation Detailed data Detailed data conversion plan for each Skyward Client conversion plan location along with responsibilities Data preparation and Data collection, extraction from legacy Client cleaning systems, cleaning and testing of the data Reports, interfaces, Completed development, documented, Client layouts and tested and accepted by end users enhancements System test plan and Test plans for module and integration Skyward, test results*** testing, test results Client User authorizations User authorization profile definition Client Skyward and profile creation in the Skyward system End user training End user training structure and Skyward Client strategy and plan training schedule *** Deliverable / Activity requires a formal signoff Skyward Slide 23
- 24. Implementation Methodology – Final Preparation Phase 4 – Final Preparation The purpose of this phase is to complete the final preparation, including testing, user training, system management and cut over activities, to finalize your readiness to go live. This final preparation phase also serves to resolve all crucial open issues. On successful completion of this phase, you are ready to run your business in your productive Skyward system. Major Milestones Transfer of tested customization and development to production environment Completion of Conversions Delivery of End User Training Establishment of Help Desk Tested Technical Environment Review of Open issues Attain Final Approval For Going Live Skyward Slide 24
- 25. Implementation Methodology – Final Preparation Deliverable Description Major Minor Responsibility Responsibility End user training Delivering role based product training Client Skyward to users at each of the locations Production System All configuration and development Skyward Client transferred to the production environment and tested Data upload All the data elements tested and made Client Skyward available in the prescribed file formats, uploaded into the production system and signed off Help desk Help desk personnel identified, help Client Skyward desk procedures defined and staff trained Open issues list and Complete and prioritize the open contingency plan*** issues list and approaches to each of Skyward Client the issues Go-live readiness Assessment of key parameters for go- checklist*** live and degree of readiness Skyward Client Go Live*** Shutdown of legacy systems and cutover to live ops on Skyward ERP Skyward, Client *** Deliverable / Activity requires a formal signoff Skyward Slide 25
- 26. Implementation Methodology – Go Live and Support Phase 5 – Go Live and Support The purpose of this phase is to move from a pre-production environment to a live productive operation. You must set up a support organization for users, not just for the first critical days of your productive operations but also to provide long term support. During this phase, users of the Skyward system have many questions. There must be a solid user support organization easily accessible to all users. This phase is also used to monitor system transactions and to optimize overall system performance. Finally, the completed project is closed. Major Milestones Successful Go-Live Official handoff to client Skyward Slide 26
- 27. Implementation Methodology – Go Live and Support Deliverable Description Major Minor Responsibility Responsibility Project closure Open issues and plan for resolution of Skyward, document*** each of the open issues Client *** Deliverable / Activity requires a formal signoff Skyward Slide 27
- 28. Project Monitoring Framework Our project management is based on the following philosophies : It is imperative that a project is supported by an Integrated Project Work-plan which will help us to carry out Multilevel analysis: Project, development area, detailed task. Tracking of progress: Daily and Weekly Status Reviews. Formal reporting: Monthly and Quarterly reporting to Management. Steering Committee Meetings: Before and After important milestones There has to be timely and accurate communications, for which we need to Publish weekly status reports. Have an Integration Coordination Team responsible for managing the multiple module / location configuration issues. Early user involvement for which we need to Schedule reviews and system walkthroughs with process owners / super users / end users. Ensure a formalized sign-off process. Skyward Slide 28
- 29. Project Monitoring Framework Reporting and Control The Project Manager develops a periodic update with the following information Project executive status Risk / Issue log Accomplishments for the week Goals for next week Milestone progress This is discussed with the client project manager during periodic project manager meets to resolve pending issues and plan further activities Skyward Slide 29
- 30. Training and Knowledge Transfer Core Team Training Once the core team is identified they will undergo an extensive training for an agreed time frame. This training will consist of 3 phases. The first phase will be Skyward Overview training for all functional team members. The second phase will be Skyward functional module, the detailed product, training for the relevant teams. The third phase will be the detailed discussion on the interface points for the relevant teams The core team will be divided according to the modules assigned to them during the project initiation phase and each will undergo training in their respective modules. The training will have required hands-on sessions to enable the team members to work comfortably with the Skyward system. Skyward Slide 30
- 31. Training and Knowledge Transfer End User training The success of an implementation can be achieved only by fully trained end users. With this in mind we propose to provide the base template to the core team members who will develop a detailed training plan, training manuals and finally conduct training for end users. Skyward will facilitate this process by providing the training strategy and approach. The end users will be divided in batches as per their functional and process involvement. Core team will identify and nominate the end users for this training. Hand-holding support to the users While Skyward takes the entire core team through the implementation, it has been Skyward’s policy to provide post implementation support to the implementation team and the end-users, after the system goes live. Selected members of the team will be identified for the post implementation support Skyward Slide 31
- 32. Data Migration Methodology Challenge of data conversion / migration is the coordination between four normally disparate groups • Skyward functional • Skyward technical • Legacy functional • Legacy technical Skyward’s Data Migration methodology Determine Skyward module and master data • Skyward will provide the templates for the Master and Transaction data that needs to be migrated from legacy system to Skyward Determine Source System • Determine the legacy source systems that are needed to populate Skyward data files. Determine Conversion Method • Manual or automatic, by analyzing the volumes and complexity. Skyward Slide 32
- 33. Risk Management Project Risks Skyward recognizes that implementing a complex ERP system such as Skyward system may involve certain risks for Client. Accordingly, we shall take steps to mitigate project risk during the lifecycle of the project. Our approach to risk management is guided by the belief that: Project risk is measurable. Measurement and structure of risk profile is necessary. Based on risk assessment, different projects require: • Different project management strategy • Different project management style • Different project management skills During the project, the Skyward team and the Client project management team will conduct an exercise in risk identification and mitigation jointly. Skyward Slide 33
- 34. Risk Management High risk Medium risk Complexity of Technology Low risk Low risk Clarity of Business Model Accordingly, the Analysis stage of the project lifecycle is marked, as a “high risk” zone, design and construction are “medium risk” zones while execution is “low”. Skyward Slide 34
- 35. Quality Assurance Skyward brings to the table the unique ability of delivering a holistic solution to a client, encompassing the need to bring in industry and domain expertise, the needed technology know-how developed through vendor relationships, and the need for a clear understanding of the client's business processes, analytical requirements and future vision. Quality Assurance Activities No. Activity Responsibility 1 Initiate Project Quality Assurance Activities PM/ PQA 2 Track Project Quality Assurance Activities and PM/PQA measurements 3 Conduct Audit of the Project PQA 4 Report and ensure issue resolution PQA PM : Project Manager PQA : Project Quality Advisor Skyward Slide 35
- 37. Project Organisation Project Steering Committee Client Project Manager Project Manager Skyward Client Skyward Module Teams Skyward + Client (Core Team representing all functions / departments / units) Skyward Technical Teams Skyward + Client Skyward Slide 37
- 38. Responsibilities of Client Core Team As-Is Provide understanding of current business processes, undertake Skyward overview training To-Be Agree with Skyward on how the business processes will be mapped in Skyward, understand gaps if any, agree on alternate solution to bridge the gaps Realisation Undertake detailed module training, develop test cases, conduct testing, confirm whether solution meets Client’s requirement Final Assist in end user training, prepare data for migration, agree on Preparation accesses / authorisations to be given to end users, assist in go-live Support Handhold end users, solve queries, make desired changes to solution where necessary Skyward Slide 38
- 39. Client Team Involvement Phase Preparation As-Is To-Be Realization Final Support Preparation Core Team IT Team Project Manager Sr. and Top Mgmt End Users Skyward Slide 39
- 40. Skyward Overview
- 41. Skyward 1.0 Real time Integration Model Material Availability Check Sales Order Customer Shipment Sales & Transfer of Requirements Credit Limit Distribution Goods Issue to SO Invoice Production Order Production Production Order Receipt Materials Planning Management Production Cost Accounting Document Purchase Order Invoice Receipt Goods Receipt Finance & Accounts Payable Vendor Receivable Accounts / Cash Receipt Controlling Skyward Slide 41
- 42. MM Process Overview Requirements 1.determination Purchase Order 8. Payment 2. Source Vendor determination invoice ? 7. Invoice verification 6. 4. Order Processing 3. Vendor selection Goods receipt and inventory management 5. Order follow-up Skyward Slide 42
- 43. Inventory And Purchase Functional Flow Skyward Slide 43
- 44. Sales Processes: Overview Diagram Sales Order Sales Order Processing Processing Inventory Inventory Sourcing Sourcing Pre -Sales Activities Pre -Sales Activities Invoice Shipping Shipping Payment Payment Billing Billing Skyward Slide 44
- 45. Sales Functional Flow - Skyward Slide 45
- 46. Documents in Sales Pre- sales Contact Contact P S R A Inquiry Inquiry M O L A D E Scheduling Scheduling T U Contract Contract Quotation Quotation agreement agreement S E C R T I Sales Order I I N Processing Order Order A O F Invent .. sourcing Invent sourcing L N O S Shipping P Delivery Delivery Goods issue Goods issue S M L Y G A S Transportation Transportation M N Order Shipment Shipment Order T T N E . I M Billing Billing doc .. Billing doc N G Customer payment / Financial Accounting Accounts Accounts Material Stock Material Stock receivable receivable Account Account Skyward Slide 46
- 47. Skyward Application Modules Financial Accounting (FI) The FI application module is designed for automated management and external reporting of general ledger, accounts receivable, accounts payable, and other sub-ledger accounts Skyward Slide 47
- 48. FI Financial Accounting • General Ledger Accounting • Accounts Payable • Accounts Receivable • Financial Controlling Skyward Slide 48
- 49. Production Functional Flow Skyward Slide 49
- 50. Thank you Skyward Techno Solutions Pvt. Ltd. 304, 3rd Floor, Galaxy Mall, Opp. Jansi Ki Rani BRTS Bus Stop, Nehrunagar, Ahmedabad. Email: info@skywardtechno.com Phone: +91-079-40308265. Mobile: +91-9712900717, 9723811771.