Critical Success Factors

Version 2.0 June 2003

Enterprise Integration Toolkit www.eitoolkit.com

Document Information
About this Document
Abstract This presentation provides an overview of critical success factors that are involved in an ERP or other COTS implementation project. Critical_success_factors.ppt Critical Success Factors 2.0 June 2003

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Document Change History

Version 1.0 2.0 Reason for Change New for release 1.0 Updated based on feedback Date June 2002 June 2003

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This document was created to be used as a reference, sample or template. Contents of the EI Toolkit should not be repurposed for publication in copyrighted material. This policy applies to all contents unless otherwise specified in a particular document.

Critical Success Factors Version 2.0 June 2003

IT Project Failure Rates

28% Successful
On time; on-budget; functionality as originally specified

Failed 23% Success 28%

49% Challenged
Project completed, but over-budget, late, and less functionality than planned

Challenged 49%

23% Failed
Cancelled before completion
SOURCE: The Standish Group, 2001

Critical Success Factors Version 2.0 June 2003

EI Solutions Model
The Business Objective drives the Project from start to finish.
WHY DEFINE & REFINE
EI Toolkit

OBJECTIVE
VALIDATE DELIVER ENHANCE

WHAT

HOW

The business objective is initially defined and refined throughout the Initiation Phase and the early segment of the Acquisition Phase. Its feasibility is assessed during Initiation and validated once contracts are signed.

The business objective is delivered throughout the Implementation and Sustainment Phases and enhanced through Continuous Improvement.

Critical Success Factors Version 2.0 June 2003

Critical Success Factors

OBJECTIVE
EI Toolkit

WHY

HOW

CRITICAL SUCCESS FACTORS

Chartering Sourcing

LeadershIp
Program Management Program Management and Institutionalizing

Change Management
Early identification and proactive management of critical success factors minimizes risk and drives the project to success.

Critical Success Factors Version 2.0 June 2003

Critical Success Factors

WHY
EI Toolkit

OBJECTIVE

HOW

CRITICAL SUCCESS FACTORS

Chartering Sourcing

LeadershIp
Program Management Program Management and Institutionalizing

Change Management

APPROACH
Business Process Transformation - Adopt best practices embodied in software package Proven Components & Methods Enterprise Architecture - Conform to approved Enterprise architecture People - Secure sufficient & qualified resources Methodologies - Use proven methods & tools
5

Critical Success Factors Version 2.0 June 2003

Key Tools
WHY
EI Toolkit

OBJECTIVE

HOW

CRITICAL SUCCESS FACTORS

Chartering Sourcing

Leadership
Program Management Program Management and Institutionalizing

Change Management
Key Tools for Leadership: Leadership evaluation checklist Roles and Responsibilities Guide Communication Plan

Critical Success Factors Version 2.0 June 2003

Critical Success Factors

WHY
EI Toolkit

OBJECTIVE

HOW

CRITICAL SUCCESS FACTORS

Chartering Sourcing

Leadership
Program Management Program Management and Institutionalizing

Change Management
Business Case Development Guide & Template Business Case Financial Worksheets Balanced Scorecard Guide Requirements Template Analysis of Alternatives Template Business Process Reengineering (BPR) Guide Roles and Responsibilities Guide Project Charter Template & Guide Acquisition Strategy Template Charter Presentation Template
7

Key Tools for Chartering:

Critical Success Factors Version 2.0 June 2003

Critical Success Factors

WHY
EI Toolkit

OBJECTIVE

HOW

CRITICAL SUCCESS FACTORS Key Tools for Sourcing:

Chartering Sourcing

Leadership
Program Management Program Management and Institutionalizing

Change Management
Acquisition Strategy Template RFP Template Vendor Evaluation Matrix Proposal Evaluation Guide Methodology Best Practices Checklist Statement of Objectives Template Fixed Price Incentive Contract Template Task Order Templates Link to Enterprise Software Initiative

Critical Success Factors Version 2.0 June 2003

Critical Success Factors

WHY
EI Toolkit

OBJECTIVE

HOW

CRITICAL SUCCESS FACTORS

Chartering Sourcing

Leadership
Program Management Program Management and Institutionalizing

Change Management
Methodology Best Practices Checklist Issues Log Earned Value / Status Report Template Roles and Responsibilities Guide Testing Guide
Critical Success Factors Version 2.0 June 2003

Key Tools for Program Management and Institutionalizing:

Cutover Guide Go Live Checklist Risk Management Guide Help Desk Guide Month End Close Template
9

Key Tools
WHY
EI Toolkit

OBJECTIVE

HOW

CRITICAL SUCCESS FACTORS

Chartering Sourcing

Leadership
Program Management Program Management and Institutionalizing

Change Management
Key Tools for Change Management: Change Management Plan Communications Plan Readiness Assessment Tool Kick-Off presentation template End User Training Guide End User Education and Training Lessons Learned
Critical Success Factors Version 2.0 June 2003 10