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Organisa)onal	
  Change	
  Management	
  	
  
Genera)ng	
  Business	
  Readiness	
  	
  
And	
  People	
  Engagement	
  
Ul)mately,	
  most	
  of	
  the	
  problems	
  that	
  
come	
  with	
  an	
  ERP	
  implementa)on	
  can	
  
be	
  summed	
  up	
  in	
  one	
  word:	
  	
  
	
  
	
  	
  	
  	
  	
  	
  	
  People	
  	
  
	
  
Failure	
  to	
  prepare	
  and	
  manage	
  
organisa)onal	
  change	
  is	
  risky	
  
For	
  your	
  SAP	
  project,	
  can	
  you	
  assess	
  the	
  costs	
  if:	
  
	
  people	
  misunderstand	
  the	
  new	
  processes,	
  do	
  not	
  	
  use	
  
adequately	
  the	
  applica)on,	
  discover	
  a	
  solu)on	
  that	
  is	
  not	
  fit	
  for	
  
purpose	
  because	
  they	
  were	
  not	
  properly	
  involved	
  in	
  the	
  
project,	
  the	
  deployment	
  is	
  delayed	
  due	
  to	
  a	
  lack	
  of	
  leadership	
  
support,…	
  ?	
  
A	
  well	
  executed	
  OCM	
  plan	
  delivers	
  
engagement	
  and	
  readiness	
  
Strong	
  leadership	
  
support	
  and	
  sponsorship	
  
as	
  being	
  essen)al	
  for	
  
mobilizing	
  resources,	
  
promo)ng	
  change	
  and	
  
removing	
  obstacles	
  	
  
Strong	
  business	
  
ownership	
  of	
  the	
  program	
  
with	
  key	
  stakeholders	
  
engaged	
  and	
  determined	
  
to	
  make	
  it	
  work	
  well	
  	
  
Business	
  readiness:	
  	
  
people	
  and	
  the	
  
organisa)on	
  100%	
  ready	
  
to	
  work	
  on	
  SAP	
  with	
  new	
  
processes,	
  roles	
  and	
  
behaviours	
  from	
  day	
  1.	
  
A	
  strong	
  awareness,	
  understanding	
  
and	
  even	
  excitement	
  in	
  the	
  SAP	
  
program	
  based	
  on	
  con)nuous	
  
communica)ons	
  delivering	
  key	
  
messages	
  as	
  well	
  as	
  facilita)ng	
  
feedback	
  and	
  dialog	
  
Skilled	
  SAP	
  users	
  based	
  on	
  each	
  one’s	
  
role	
  and	
  profile,	
  	
  relying	
  on	
  an	
  
effec)ve	
  support	
  organisa)on	
  	
  	
  
Who	
  is	
  responsible	
  for	
  OCM?	
  
Every	
  project	
  team	
  member	
  interac)ng	
  
and	
  communica)ng	
  with	
  stakeholders,	
  
has	
  an	
  influence	
  on	
  people	
  
engagement	
  and	
  awareness	
  and	
  is	
  
therefore	
  an	
  OCM	
  contributor.	
  
	
  
More	
  specifically:	
  
v  The	
  Program	
  Director	
  leads	
  change	
  
v  The	
  Change	
  Manager	
  facilitates	
  
OCM	
  efforts	
  
v  All	
  project	
  team	
  members	
  
contribute	
  in	
  one	
  way	
  or	
  another	
  
How	
  does	
  OCM	
  fit	
  in	
  SAP	
  ASAP?	
  
Start	
  communica)ng	
  
business	
  case	
  
Engage	
  leaders	
  &	
  
sponsors	
  
Take	
  the	
  pulse	
  
Communicate	
  widely	
  
Determine	
  
organisa)onal	
  
impacts	
  
Involve	
  user	
  representa)ves	
  	
  
Develop	
  guiding	
  coali)on	
  
Define	
  and	
  deploy	
  business	
  
readiness	
  plans	
  
including	
  user	
  training	
  
Increase	
  
communica)ons	
  
Post	
  go-­‐live	
  
communica)ons	
  
Sustain	
  leadership	
  engagement	
  
Monitor	
  and	
  support	
  adop)on	
  
Project	
  Prepara)on	
  
OCM	
  phase	
  goal:	
  Lay	
  the	
  OCM	
  founda)ons	
  
OCM	
  phase	
  tasks:	
  
•  Define	
  the	
  business	
  case	
  for	
  change	
  
•  Analyse	
  the	
  communica)ons	
  channels	
  
•  Define	
  the	
  communica)ons	
  strategy,	
  first	
  key	
  messages	
  and	
  
material	
  
•  Define	
  the	
  OCM	
  governance	
  
•  Survey/understand	
  stakeholders	
  expecta)ons,	
  hopes	
  and	
  
concerns	
  associated	
  with	
  the	
  project	
  
Business	
  Blueprint	
  
OCM	
  phase	
  goal:	
  Define	
  the	
  OCM	
  Plan,	
  develop	
  
awareness	
  and	
  engagement	
  
OCM	
  phase	
  tasks:	
  
•  Perform	
  a	
  stakeholder	
  analysis	
  
•  Create	
  the	
  guilding	
  coali)on	
  
•  Determine	
  	
  the	
  key	
  business	
  impact	
  of	
  the	
  solu)on	
  design	
  on	
  
processes,	
  roles,	
  skills	
  requirements,	
  organisa)onal	
  structure	
  
•  Define	
  the	
  OCM	
  plan	
  and	
  its	
  components:	
  
•  Tac)cal	
  communica)ons	
  plan	
  
•  Stakeholder	
  engagement	
  plan	
  
•  Training	
  curriculum	
  requirements	
  for	
  highly	
  impacted	
  users	
  
•  Design	
  communica)on	
  material;	
  communicate,	
  get	
  feedback	
  with	
  a	
  
view	
  to	
  raise	
  user	
  awareness	
  	
  
•  Carry	
  out	
  engagement	
  mee)ngs	
  with	
  key	
  stakeholders	
  
Realiza)on	
  
OCM	
  phase	
  goal:	
  develop	
  business	
  readiness,	
  
increase	
  awareness	
  and	
  engagement	
  
OCM	
  phase	
  tasks:	
  
•  Reinforce	
  and	
  extend	
  communica)ons,	
  key	
  messages	
  and	
  
feedback,	
  keep	
  the	
  dialog	
  going	
  with	
  stakeholders	
  
•  Carry	
  out	
  a	
  second	
  and	
  more	
  detailed	
  change	
  impact	
  mee)ngs/
workshops	
  to	
  produce	
  a	
  detailed	
  understanding	
  of	
  to-­‐be	
  roles,	
  
responsibili)es,	
  skills	
  and	
  organisa)onal	
  structure	
  
•  Create	
  the	
  business	
  readiness	
  plans	
  per	
  deployment	
  site/teams	
  	
  
•  Define	
  the	
  detailed	
  training	
  plan	
  including	
  vehicles,	
  )ming,	
  
logis)cs,	
  assessment	
  tools	
  
•  Develop	
  the	
  training	
  material	
  
Final	
  Prepara)on	
  
OCM	
  phase	
  tasks:	
  
•  Carry	
  out	
  training	
  and	
  rehearsals,	
  conduct	
  training	
  assessments,	
  
retrain	
  if/when	
  needed	
  
•  Deploy	
  pre	
  go-­‐live	
  communica)ons	
  
•  Mobilize	
  sponsors/leaders	
  to	
  raise	
  the	
  level	
  commitment	
  of	
  users	
  
•  Finalize	
  and	
  carry	
  out	
  readiness	
  plans	
  per	
  areas,	
  leveraging	
  
business	
  readiness	
  teams	
  
OCM	
  phase	
  goal:	
  make	
  the	
  business	
  ready	
  for	
  
transi)on	
  
Go-­‐Live	
  and	
  Support	
  
OCM	
  phase	
  goal:	
  Monitor	
  and	
  support	
  user	
  
adop)on	
  
OCM	
  phase	
  tasks:	
  
•  Implement	
  user	
  adop)on	
  monitoring	
  system	
  	
  
•  Analyse	
  user	
  adop)on	
  and	
  carry	
  out	
  correc)ve	
  ac)ons	
  as	
  
requested	
  
•  Carry	
  out	
  post-­‐go-­‐live	
  communica)ons	
  
•  Communicate	
  and	
  celebrate	
  success	
  
•  Sustain	
  training	
  vehicles	
  
•  Monitor	
  and	
  sustain	
  user	
  support	
  effec)veness	
  
•  Ensure	
  knowledge	
  transfer	
  from	
  project	
  to	
  business	
  teams	
  
Leverage	
  Digital	
  Tools	
  
User	
  Experience	
  Management	
  (UEM):	
  
•  Applica)on	
  usage	
  measurement,	
  
analysis	
  
•  Training	
  success	
  assessment	
  
Solu)on	
  enabling	
  effec)ve	
  and	
  
intui)ve	
  online	
  applica)on	
  training:	
  
«	
  Walk-­‐Thrus	
  are	
  a	
  series	
  of	
  
interac)ve	
  )p-­‐balloons	
  overlaid	
  on	
  the	
  
screen.	
  These	
  balloons	
  help	
  users	
  act,	
  
react	
  and	
  progress	
  through	
  their	
  
business	
  process.	
  Users	
  receiving	
  help	
  
remain	
  on	
  site	
  elimina)ng	
  the	
  need	
  to	
  
go	
  back	
  and	
  forth	
  between	
  video	
  
tutorials	
  and	
  FAQ’s.	
  »	
  	
  
	
  Online	
  applica)on	
  allowing	
  daily	
  
interac)on	
  with	
  change	
  users	
  &	
  
stakeholders	
  to	
  sustain	
  their	
  readiness	
  
and	
  engagement	
  
How	
  can	
  we	
  help?	
  
christophe@appe)teforchange.net	
  	
  
hep://www.appe)teforchange.net/en/contact-­‐us/	
  	
  

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SAP Organizational Change Management

  • 1.   Organisa)onal  Change  Management     Genera)ng  Business  Readiness     And  People  Engagement  
  • 2. Ul)mately,  most  of  the  problems  that   come  with  an  ERP  implementa)on  can   be  summed  up  in  one  word:                    People      
  • 3. Failure  to  prepare  and  manage   organisa)onal  change  is  risky   For  your  SAP  project,  can  you  assess  the  costs  if:    people  misunderstand  the  new  processes,  do  not    use   adequately  the  applica)on,  discover  a  solu)on  that  is  not  fit  for   purpose  because  they  were  not  properly  involved  in  the   project,  the  deployment  is  delayed  due  to  a  lack  of  leadership   support,…  ?  
  • 4. A  well  executed  OCM  plan  delivers   engagement  and  readiness   Strong  leadership   support  and  sponsorship   as  being  essen)al  for   mobilizing  resources,   promo)ng  change  and   removing  obstacles     Strong  business   ownership  of  the  program   with  key  stakeholders   engaged  and  determined   to  make  it  work  well     Business  readiness:     people  and  the   organisa)on  100%  ready   to  work  on  SAP  with  new   processes,  roles  and   behaviours  from  day  1.   A  strong  awareness,  understanding   and  even  excitement  in  the  SAP   program  based  on  con)nuous   communica)ons  delivering  key   messages  as  well  as  facilita)ng   feedback  and  dialog   Skilled  SAP  users  based  on  each  one’s   role  and  profile,    relying  on  an   effec)ve  support  organisa)on      
  • 5. Who  is  responsible  for  OCM?   Every  project  team  member  interac)ng   and  communica)ng  with  stakeholders,   has  an  influence  on  people   engagement  and  awareness  and  is   therefore  an  OCM  contributor.     More  specifically:   v  The  Program  Director  leads  change   v  The  Change  Manager  facilitates   OCM  efforts   v  All  project  team  members   contribute  in  one  way  or  another  
  • 6. How  does  OCM  fit  in  SAP  ASAP?  
  • 7. Start  communica)ng   business  case   Engage  leaders  &   sponsors   Take  the  pulse   Communicate  widely   Determine   organisa)onal   impacts   Involve  user  representa)ves     Develop  guiding  coali)on   Define  and  deploy  business   readiness  plans   including  user  training   Increase   communica)ons   Post  go-­‐live   communica)ons   Sustain  leadership  engagement   Monitor  and  support  adop)on  
  • 8. Project  Prepara)on   OCM  phase  goal:  Lay  the  OCM  founda)ons   OCM  phase  tasks:   •  Define  the  business  case  for  change   •  Analyse  the  communica)ons  channels   •  Define  the  communica)ons  strategy,  first  key  messages  and   material   •  Define  the  OCM  governance   •  Survey/understand  stakeholders  expecta)ons,  hopes  and   concerns  associated  with  the  project  
  • 9. Business  Blueprint   OCM  phase  goal:  Define  the  OCM  Plan,  develop   awareness  and  engagement   OCM  phase  tasks:   •  Perform  a  stakeholder  analysis   •  Create  the  guilding  coali)on   •  Determine    the  key  business  impact  of  the  solu)on  design  on   processes,  roles,  skills  requirements,  organisa)onal  structure   •  Define  the  OCM  plan  and  its  components:   •  Tac)cal  communica)ons  plan   •  Stakeholder  engagement  plan   •  Training  curriculum  requirements  for  highly  impacted  users   •  Design  communica)on  material;  communicate,  get  feedback  with  a   view  to  raise  user  awareness     •  Carry  out  engagement  mee)ngs  with  key  stakeholders  
  • 10. Realiza)on   OCM  phase  goal:  develop  business  readiness,   increase  awareness  and  engagement   OCM  phase  tasks:   •  Reinforce  and  extend  communica)ons,  key  messages  and   feedback,  keep  the  dialog  going  with  stakeholders   •  Carry  out  a  second  and  more  detailed  change  impact  mee)ngs/ workshops  to  produce  a  detailed  understanding  of  to-­‐be  roles,   responsibili)es,  skills  and  organisa)onal  structure   •  Create  the  business  readiness  plans  per  deployment  site/teams     •  Define  the  detailed  training  plan  including  vehicles,  )ming,   logis)cs,  assessment  tools   •  Develop  the  training  material  
  • 11. Final  Prepara)on   OCM  phase  tasks:   •  Carry  out  training  and  rehearsals,  conduct  training  assessments,   retrain  if/when  needed   •  Deploy  pre  go-­‐live  communica)ons   •  Mobilize  sponsors/leaders  to  raise  the  level  commitment  of  users   •  Finalize  and  carry  out  readiness  plans  per  areas,  leveraging   business  readiness  teams   OCM  phase  goal:  make  the  business  ready  for   transi)on  
  • 12. Go-­‐Live  and  Support   OCM  phase  goal:  Monitor  and  support  user   adop)on   OCM  phase  tasks:   •  Implement  user  adop)on  monitoring  system     •  Analyse  user  adop)on  and  carry  out  correc)ve  ac)ons  as   requested   •  Carry  out  post-­‐go-­‐live  communica)ons   •  Communicate  and  celebrate  success   •  Sustain  training  vehicles   •  Monitor  and  sustain  user  support  effec)veness   •  Ensure  knowledge  transfer  from  project  to  business  teams  
  • 13. Leverage  Digital  Tools   User  Experience  Management  (UEM):   •  Applica)on  usage  measurement,   analysis   •  Training  success  assessment   Solu)on  enabling  effec)ve  and   intui)ve  online  applica)on  training:   «  Walk-­‐Thrus  are  a  series  of   interac)ve  )p-­‐balloons  overlaid  on  the   screen.  These  balloons  help  users  act,   react  and  progress  through  their   business  process.  Users  receiving  help   remain  on  site  elimina)ng  the  need  to   go  back  and  forth  between  video   tutorials  and  FAQ’s.  »      Online  applica)on  allowing  daily   interac)on  with  change  users  &   stakeholders  to  sustain  their  readiness   and  engagement  
  • 14. How  can  we  help?   christophe@appe)teforchange.net     hep://www.appe)teforchange.net/en/contact-­‐us/