【正文】 ss owner) 業(yè)務(wù)需求分析、業(yè)務(wù)組織結(jié)構(gòu)的設(shè)計(jì)與確認(rèn) 參與培訓(xùn),掌握ERP系統(tǒng)基本原理、企業(yè)業(yè)務(wù)運(yùn)作模式 系統(tǒng)測(cè)試：測(cè)試準(zhǔn)備、單元測(cè)試和集成測(cè)試、系統(tǒng)確認(rèn)。,www.Ufsoft.com.cn,Startup,項(xiàng)目計(jì)劃,項(xiàng)目執(zhí)行,項(xiàng)目結(jié)束,項(xiàng)目變更?,監(jiān)督 / 控制,(修訂計(jì)劃),No,Yes,Path/Template,Tools/facilities /Guideline/Template,核心價(jià)值： 業(yè)務(wù)流程 PM expertise How,方法論,知識(shí)庫(kù),項(xiàng)目成功的關(guān)鍵要素,清晰的項(xiàng)目目標(biāo)：Clear objectivessmart 明確的范圍: Clear scope 項(xiàng)目計(jì)劃:Good planingtime, budget, resource 變更的能力：Ability to change 團(tuán)隊(duì)精神：Team workgood mix 良好的溝通機(jī)制：Good communication 好的項(xiàng)目經(jīng)理：Project manager 激勵(lì)機(jī)制：Incentive Rules+Procedures+Methodology?Change control（主動(dòng)權(quán)）,www.Ufsoft.com.cn,What is Methodology？,Systematic thinking way on ERP implementation Communication language Tools kit,www.Ufsoft.com.cn,每個(gè)項(xiàng)目都有自己的實(shí)施方法,項(xiàng)目環(huán)境千變?nèi)f化,不可能依據(jù)一個(gè)標(biāo)準(zhǔn)的工作流程就能順利實(shí)現(xiàn)項(xiàng)目目標(biāo)。,www.Ufsoft.com.cn,驗(yàn)收前的沖刺,客戶對(duì)驗(yàn)收的矛盾心理 期待驗(yàn)收—工作/業(yè)績(jī)的認(rèn)可 擔(dān)心驗(yàn)收后的維護(hù)支持 消除客戶對(duì)驗(yàn)收后的顧慮 經(jīng)過(guò)檢驗(yàn)的系統(tǒng) 持續(xù)支持的保障 內(nèi)部支持體系 系統(tǒng)運(yùn)行制度 快速解決遺留問(wèn)題,www.Ufsoft.com.cn,MM月 DD 日,驗(yàn)收了!,項(xiàng)目總結(jié)和評(píng)估報(bào)告 驗(yàn)收前期準(zhǔn)備 驗(yàn)收安排 簽署驗(yàn)收?qǐng)?bào)告和維護(hù)服務(wù)合同,www.Ufsoft.com.cn,持續(xù)支持（后期維護(hù)）,維護(hù)的依據(jù)：《維護(hù)服務(wù)合同》 維護(hù)工作的內(nèi)容 系統(tǒng)出錯(cuò)的維護(hù) 補(bǔ)丁程序 版本升級(jí) 維護(hù)方式 熱線 在線支持 現(xiàn)場(chǎng)解決,www.Ufsoft.com.cn,持續(xù)支持（后期維護(hù)）,造成后期運(yùn)行維護(hù)工作量大的原因 免費(fèi)維護(hù) 遺留問(wèn)題 專項(xiàng)開(kāi)發(fā) 客戶內(nèi)部支持力量 項(xiàng)目實(shí)施的時(shí)候?yàn)槲覀兊木S護(hù)人員想一想！,www.Ufsoft.com.cn,四、ERP實(shí)施項(xiàng)目管理與監(jiān)控,4.1項(xiàng)目階段策略,www.Ufsoft.com.cn,2.9,分析與設(shè)計(jì)財(cái)務(wù),3,開(kāi)發(fā)與確認(rèn)改變 財(cái)務(wù),3,開(kāi)發(fā)與確認(rèn)改變制造和SCM,4,實(shí)施財(cái)務(wù),5,新財(cái)務(wù) 系統(tǒng)運(yùn)行,4,實(shí)施工廠1,4,實(shí)施工廠2,5,新系統(tǒng)運(yùn)行 工廠1,5,新系統(tǒng)運(yùn)行工廠,SEG1,SEG2,SEG3,SEG4,4.2實(shí)施路線的剪裁設(shè)計(jì),假設(shè)每個(gè)活動(dòng)/任務(wù)都包括 按建議的順序執(zhí)行每個(gè)活動(dòng)/任務(wù) 確定當(dāng)前所在的位置（系統(tǒng)生命周期） 去除不必要的活動(dòng) Develop written justification for exclusion 裁減角色和職責(zé) 定義階段（segmentation）策略 準(zhǔn)備裁減的項(xiàng)目計(jì)劃 準(zhǔn)備下階段里程碑計(jì)劃,www.Ufsoft.com.cn,討論,設(shè)計(jì)一個(gè)項(xiàng)目的實(shí)施路線 集團(tuán)型（多組織）、多期 單組織、多期 一個(gè)升級(jí)項(xiàng)目如何設(shè)計(jì)？,www.Ufsoft.com.cn,4.3項(xiàng)目目標(biāo)與范圍管理,www.Ufsoft.com.cn,Scope Management is the process of explicitly defining the project so the project work is structured and subdivided into manageable tasks. Objectives and performance indicators,控制項(xiàng)目范圍,www.Ufsoft.com.cn,Maintenance,Project Scope,Project Scope,Project Scope,Project Scope,Schedule,Quality,Cost,Technical,Change,Change,4.4 項(xiàng)目質(zhì)量管理,www.Ufsoft.com.cn,售前支持階段： －充分的風(fēng)險(xiǎn)評(píng)估 －規(guī)范的工作流程 －重點(diǎn)明確雙方責(zé)任和義務(wù) －項(xiàng)目實(shí)施范圍 －驗(yàn)收標(biāo)準(zhǔn)和付款條件。 resolving significant variances: State the problems. Determine the root causes Identify constraints Develop alternative corrective actions. Evaluate alternatives and select the best one Implement Corrective Action Plans,www.Ufsoft.com.cn,Example of Corrective Action Plan Form:,SV=Schedule variance SV%=Schedule variance percentage TF=Total Float CV=Cost variance CV%=Cost variance percentage,www.Ufsoft.com.cn,Revising Project Plan:, If all or part of the variances cannot be recovered by implementing Corrective Action Plans, it may be necessary to revise the baselined project plan.,Baseline Revision is a change to the existing, approved Project Plan. All baseline revision must be approved before they are incorporated into any of the components of the Project Plan.,www.Ufsoft.com.cn,Communicating Project Progress:,Maintaining an environment of open communication,Executing the communication plan.,Project Status Report documents the current condition or progress of the project at specified points in time.,Summary level,Intermediate level,Detailed level,UF manager Customer,Project manager,Team members,www.Ufsoft.com.cn,文檔分類(lèi)和命名,文檔分類(lèi)和命名,文檔分類(lèi)和命名,文檔的版本管理,文檔的日常管理：歸檔、保密、確認(rèn)、提交,實(shí)施項(xiàng)目文檔管理,文檔的規(guī)范和內(nèi)容質(zhì)量,知識(shí)管理,五、討論和案例分析,討論：ERP實(shí)施銷(xiāo)售與商務(wù)管理,實(shí)施產(chǎn)品：基于應(yīng)用提供服務(wù)包(個(gè)性化) 為做好實(shí)施服務(wù)銷(xiāo)售,銷(xiāo)售人員要知道什么? 做好服務(wù)銷(xiāo)售的關(guān)鍵點(diǎn)有哪些?,www.Ufsoft.com.cn,控制客戶期望值(討論),業(yè)務(wù)應(yīng)用期望： Selling time Project initiating Requirements analysising and mapping Testing 做法與資源投入 配合問(wèn)題,www.Ufsoft.com.cn,六、課程內(nèi)容總結(jié),標(biāo)準(zhǔn)實(shí)施路線圖,售前咨詢 項(xiàng)目準(zhǔn)備 項(xiàng)目建設(shè) 項(xiàng)目交付 運(yùn)行支持,www.Ufsoft.com.cn,www.Ufsoft.com.cn,Startup,項(xiàng)目計(jì)劃,項(xiàng)目執(zhí)行,項(xiàng)目結(jié)束,項(xiàng)目變更?,監(jiān)督 與 控制,(修訂項(xiàng) 目計(jì)劃),No,Yes,Path/Template,Tools/facilities /Guideline/Template,方法論,知識(shí)庫(kù),On time Within budget Meets requirements Meets expectations,www.Ufsoft.com.cn,Project Plan Components:,www.Ufsoft.com.cn,Revise and Reissue Project Management Outputs,Revised project conditions,Measure Status,Analyze Progress,Assess Risk,Apply Corrective Actions,Revise Baselines,Communicate Project Progress,Monitor,Control,Maintain,Execution and CloseDown:,Project Management Success Factors Matrix,www.Ufsoft.com.cn,Corrective Actions,Preventive Actions,S F U A C C C T E O S R S S,Risks,Project Mgr Actions,Success Indicators,www.Ufsoft.com.cn,謝謝！,。 世上沒(méi)有完美的事情,項(xiàng)目存在一點(diǎn)遺憾不影響項(xiàng)目的驗(yàn)收。在項(xiàng)目實(shí)施過(guò)程中,乙方同時(shí)提供項(xiàng)目管理服務(wù)。將實(shí)施過(guò)程中的任務(wù)分成更小、更容易管理的單元。 Analyzing Change Activity:,Change activity is another indicator of project scope,Types of Change Activity: Proposed, Accepted, Rejected, Open,Analyzing Change Activity Data:,Review the number of proposed,Review the number of open,Determine the timing,Identify the source groups,Close attention !,Keep low !,Resolve early !,Who request change ?,www.Ufsoft.com.cn,Time Period,Example of elementary report for change activity:,www.Ufsoft.com.cn,Reporting amp。 Constraint analysis,Planning Approach: Rolling Wave,Three Major Iterations: Preliminary CPM Schedule Optimized Schedule Baselined Schedule,www.Ufsoft.com.cn,Preliminary CPM Schedule:,Step 1: WBS amp。 responsibilities 分配工作量及制定預(yù)算 顧問(wèn)方承擔(dān)的工作/資源/時(shí)間/費(fèi)用預(yù)算 客戶方承擔(dān)的工作/資源/時(shí)間 雙方共同承擔(dān)的工作/資源/時(shí)間/預(yù)算/職責(zé) 服務(wù)報(bào)價(jià),www.Ufsoft.com.cn,項(xiàng)目實(shí)施報(bào)價(jià)結(jié)構(gòu),報(bào)價(jià) 培訓(xùn)計(jì)劃與報(bào)價(jià) 咨詢實(shí)施與報(bào)價(jià) 增強(qiáng)功能開(kāi)發(fā)報(bào)價(jià)： 如在銷(xiāo)售階段能明確需求,