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Program Management During All Phases of System Implementation

The
Challenge

Our client embarked on a comprehensive technology transformation that impacted accounting, design, orders-to-cash, proposal and quote generation, sourcing/supply chain, and travel and expense. They knew they needed expert support to navigate transition solutions during the technology migration and program management for the various system implementations.

The
Custom

Solution

We provided program management as well as planning, budgeting and forecasting during all phases of implementation over a 2.5 year period which included:

  1. Upgrading accounting to the latest version of CloudSuite (aka Syteline) and expanding the system to order-to-cash and supply chain.
  2. Bolt on CPQ (Configurator, Pricing and Quotation) system powered by Oracle.
  3. Design Automation system powered by CDS Visual.
  4. Sourcing and Supply Chain Management bolt-on powered by Source Day.
  5. Travel booking and expense system powered by TripActions.

As program managers, we identified interim solutions to bridge the migration from legacy systems and streamlined internal processes. We built workflow automation tools to model complex workflows and capture information-rich status updates and progress of key business functions. We aggregated information across systems and produced valuable decision-quality reports and key performance indicators, such as quote/order cycle times, design cycle times, backlog, financial operations metrics, and project schedules. 

The
Impactful
Results

All the systems went live simultaneously (Big Bang approach) versus a phased implementation. While this approach front-loaded the technology benefits, it also brought bugs and improvements to the forefront. We helped manage and troubleshoot these issues, stabilizing the overall system. The implementation of design automation optimized processes, reducing the need for backlog management, resulting in a notable reduction in the quote and design cycle times by over 25%. This implementation resulted in a run-rate savings of approximately $9 million USD per year and the technology transformation was a success.

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