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					How to Make Integrating New
   Businesses Hurt Less

     Marlene Lynn, CPPM, CF
     and Julie Feldman, CPPS
        November 15, 2011


                          2011 NPMA Conference Series III
                 National Capital Area Conference
                                Leaders in Asset Management
          Learning Objectives

We will discuss areas that need to be addressed
 when contemplating the integration of new
 businesses into your Asset Management
 System.

   • How to plan and carry out any changes to your
     Asset Management System
   • Corporate Culture
   • Training
   • Communication recommendations

                                    2011 NPMA Conference Series III
                           National Capital Area Conference
    Asset Management System
            Changes
§ When additional programs are added to your
  asset management system, you may
   • Update the system processes
   • Change configuration values
   • Migrate program data




                                 2011 NPMA Conference Series III
                        National Capital Area Conference
    Asset Management System
            Changes
§ Regardless of the extent of changes, the
  following stages should be followed:
   • Planning
   • Preparation
   • Analysis/Development
   • Testing
   • Deployment




                                   2011 NPMA Conference Series III
                          National Capital Area Conference
                  Planning
§ How long do you think this will
  take?
§ When are you going to do this?
§ What else might affect the timing?
   • Changes to other systems
   • Data cleanup requirements
   • Availability of leadership,
     programming and support staff
   • Implementation of accompanying
     procedure changes
   • Holidays, year or month-end
     closings, etc.
                                   2011 NPMA Conference Series III
                          National Capital Area Conference
                Preparation
§ Develop an implementation plan
   • Identify resources needed
   • Set up your timetable
§ Develop a cutover plan
   • Determine how and when you want to move to
     new system




                                  2011 NPMA Conference Series III
                         National Capital Area Conference
     Analysis and Development
§ Identify procedure and business rule changes
  necessary
§ Identify the data cleanup required
§ Identify reporting requirements and how they
  will be addressed
§ Identify impacts to existing users




                                  2011 NPMA Conference Series III
                         National Capital Area Conference
                   Testing
§ Create a test plan
   • Data Migration
   • New Business Process Testing
   • Regression Testing
§ Set up test scenarios and samples
§ USE A TEST DATABASE
§ Test everything in the Test Database first
§ Move to Production only after everything tests
  out correctly in the Test Database


                                   2011 NPMA Conference Series III
                          National Capital Area Conference
               Deployment
§   Timing
§   Communication
§   Help Desk
§   Procedure and Business Rule enforcement
§   Post-production support




                                  2011 NPMA Conference Series III
                         National Capital Area Conference
           Lessons Learned
§ Post-Mortem
   • What worked well?
   • What didn’t?
   • Is there anything else we need to do?




                                   2011 NPMA Conference Series III
                          National Capital Area Conference
 Dealing With Corporate Culture

§ Getting the organization ready for the changes
   • Try to understand what impact the corporate
     culture will have on the implementation and
     address it
§ Management Support
§ Employee Buy-In




                                   2011 NPMA Conference Series III
                          National Capital Area Conference
                    Training
§ Business Rule changes – Identify these and
  address them as soon as possible
§ Training manual – Do you need to adjust your
  existing manual or are you going to create a new
  one?
§ How training is presented – Select the method
  you will use to train your employees
   • Classes
   • On-on-one instruction
   • Webinars
§ Develop the appropriate training materials
§ Set up training
                                    2011 NPMA Conference Series III
                           National Capital Area Conference
          Communication

§ Who do you need to communicate with?
  • Internal - Asset Management Group
  • External - Other affected employees
  • Customers




                               2011 NPMA Conference Series III
                      National Capital Area Conference
              Communication
§ What media will you use to communicate
  about the changes to your system?

   •   E-mails
   •   Written materials
   •   Webinars
   •   Videos
   •   Etc.

§ Use different media for different groups
§ Multiple communications
                                    2011 NPMA Conference Series III
                           National Capital Area Conference
QUESTIONS




              2011 NPMA Conference Series III
     National Capital Area Conference

				
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