1、Contents,Our proposal is divided into the following sections:,Section 1 Introduction.What does Plaskolite want from this project? Section 2 Project Overview. What is Arthur Andersens perspective on software evaluations? Section 3 Project Approach.How will we conduct the evaluation? Section 4 Project

2、 TeamWho will work on the project? Section 5 Project Timing.How long will it take? Section 6 Project Costs.How much will it cost? Section 7 Arthur Andersen.Why Arthur Andersen? Section 8 Project Resources.What are the qualifications of our team?,Our Understanding of Your Needs,Plaskolites overall go

3、al is to evaluate and select an integrated customer service, distribution, manufacturing and financial software package that best supports your business information needs. To help achieve this goal, Plaskolite would like a Arthur Andersen to assist with the evaluation and selection of a new software

4、 package. The specific objectives of this project will be to: Define and prioritize business and information requirements Identify process improvement opportunities Research and identify viable software candidates Objectively facilitate the evaluation of the most appropriate software alternatives De

5、fine appropriate technical architecture Assist with vendor negotiations Plan the software implementation at a high level,Section 1: Introduction,Our Understanding of Your Needs,The key deliverables to meet your objectives for this phase of the project will be: High level business process maps Proces

6、s Improvement Opportunities Software requirements and “knock-out” criteria Functional Technical Vendor List of potential software candidates Vendor demonstration scripts Software selection recommendation Software, hardware and services cost estimates High-level implementation plan Organizational imp

7、act assessment,Section 1: Introduction,Our Perspective,Our local experience with integrated software packages is deep and broad. Our Ohio Consulting practice, which includes Columbus, Cleveland and Cincinnati, has over 140 full-time consultants. Software implementation is the cornerstone of our prac

8、tice. Below is a list of some of our recent engagements in Ohio.,Section 2: Project Overview,Arthur Andersens philosophy is to remain independent of software vendors. Consequently, Arthur Andersen can objectively evaluate integrated software packages against the information needs of our clients.,Wha

9、t Our Software Vendor Alliances Mean,Arthur Andersen does not sell software or receive any financial incentives from integrated software package vendors. However, we do maintain alliance programs with the leading software providers in the market. The purpose of these alliances is to establish a team

10、 of qualified personnel from the vendor and Arthur Andersen who can effectively serve clients by delivering integrated solutions to improve business performance. Alliance agreements typically provide the following: Arthur Andersen can sub-contract programming services at a discounted price Arthur An

11、dersen receives discounted training for its professionals Arthur Andersen has access to software, product support and other resources By strategically aligning themselves with Arthur Andersen, key software vendors can focus on their core businesses - product development, training and support. Arthur

12、 Andersen has installed the alliance software packages at our Technology Innovation Centers for client demonstrations, training, testing and remote access. To capitalize on the collective knowledge we have gained in this area, Arthur Andersen has also formed a Competency Center of qualified professi

13、onals with deep expertise in packaged software implementations. Through an on-line software database, this center promotes information sharing among Arthur Andersen professionals on alliance products and projects on a global basis.,SSA,Section 2: Project Overview,Experience,Industry Expertise Best P

14、ractices/Process Skills Software Expertise Knowledge Capital,Our Perspective - Collaboration,We believe true business change can only be sustained by Plaskolite team members. We will serve as “Change Agents” challenging and partnering with Plaskolite during all phases of the project. We take a facil

15、itative approach to ensure mutual ownership and a focus on collaborative efforts, positioning Plaskolite to own the selection criteria and decision. Our approach is relationship-oriented. We will work with you as a business partner in this endeavor, taking your agenda as our own, and seeing the proj

16、ect through to a successful completion.,Arthur Andersen,Hired Experts,Plaskolite,Plaskolite,Industry Expertise Best Practices/Process Skills Software Expertise Knowledge Capital,Experience,Typical Approach: Outsiders “drive” the solution Our Approach: We create an environment that enables you to dev

17、elop deep skills and the final solution,Section 2: Project Overview,Our Perspective - Business Integration,Holistic Business Integration Approach Implementation of any significant change requires the integration of strategy, business processes, people, and information technology. Application softwar

18、e must be evaluated within the context of this business integration concept to have relevance.,Section 2: Project Overview,Our Perspective - Knowledge Sharing Tools,Leveraging our Firms global information sharing network is key during software evaluation projects.,Finalists,Package Software Competen

19、cy Center Methodologies Selection Matrices Research the selection team scores each area based on how well the package met the needs of Plaskolite. Immediately after the demonstrations, the scores are tallied. Arthur Andersen facilitates a discussion to share the scoring results and reach a consensus

20、 on strengths and weaknesses.,The demonstration results are only one component (although the most important component) of the final selection criteria.,Section 2: Project Overview,Software Evaluation - Lessons Learned,Our approach works to complement the business knowledge of Plaskolite with the ind

21、ustry knowledge, technical expertise, and “best practice” work of Arthur Andersen. A package will not be embraced by Plaskolite if it is chosen solely by Arthur Andersen. We will facilitate Plaskolite through our methodology to ensure a partnering endeavor based on your agenda.,Communicate that no p

22、ackage will meet every perceived need and that perceptions must change. Sell the idea that nothing will improve unless it changes. Ensure the demonstration audience understands that vendors want to show their strengths, not necessarily what is best for Plaskolite. Facilitate the demonstrations accor

23、dingly. Ensure references are in similar industries with similar volumes and are using the product (not testing or ready to rollout). Ensure the organization understands that package software implementation projects are more expensive and provide less relative benefit than strategic, competitive ini

24、tiatives; however, these projects are critical to establishing a solid foundation to support future strategic initiatives.,Some gaps will be identified during the selection process, but it isnt until the Business Process Simulation (BPS) phase of the project that all gaps are known. Packaged softwar

25、e vendors incorporate industry-wide best practices from their customer base into their software. During BPS, each Plaskolite business scenario is executed in the software. The team will be able to identify how Plaskolite will further change its business processes to align with the software vendors a

26、pproach. We recommend a “no-mod” policy, this is achieved by executing these newly aligned business processes in the software. But unless Plaskolite management is willing to support this approach, this goal will not be achieved and modifications will be required.,Use “knock-out” criteria to quickly

27、get to a short list of vendors. This will allow deep focus on a handful of viable contenders and allow more time for value-added activities like identifying areas for improvement.,Section 2: Project Overview,On-going,Project Scope change management; and business process improvement. Ron received his

28、 BS in Industrial and Systems Engineering from the Ohio State University. He is an American Production and Inventory Control Society (APICS) member and has his CIRM certification.,Representative Clients: Pioneer Industrial Components Stanley Electric The Butler Company Belden Wire and Cable Advanced

29、 Drainage Systems Showa Aluminum Ashland Chemical Reltec,Industry Expertise: Industrial Products Automotive Electrical Products Wholesale Distribution,Relevant Experience Profile: Currently managing a Peoplesoft implementation project for a tier 1 automotive supplier. Managed a J.D. Edwards ERP impl

30、ementation for a Japanese-owned tier one automotive supplier. The project scope included all core finance, sales order management, and manufacturing functions for a single plant operation. Led the finance team on a BPCS ERP software implementation for a large multi-plant wire manufacturer. The finan

31、cial scope included cost accounting, AR, AP, GL, financial reporting, budgeting, and fixed assets. Implemented process improvements in support of the installation of BPCS for a Japanese owned automotive parts supplier. The functional scope included cost accounting, accounts payable, accounts receiva

32、ble, financial reporting, and shop floor data collection. Programmed the inventory control, receipt of materials application within a widely distributed integrated manufacturing software product during a development project for a chemical processing company. Designed customer maintenance and financi

33、al/billing parameter adjustment applications while working with a multi-service utility to replace legacy software systems. The systems chief requirement was the ability to manage (customer maintenance, billing,.) 700 of the most complex industrial accounts (Approximately 25% of total revenues).,Sec

34、tion 8: Project Resources,Resumes,Pete Beckwith,Background Pete is a Manager in Arthur Andersens Business Consulting Practice in Columbus. He has over 6 years consulting experience with the firm and serves Manufacturing and Wholesale Distribution clients. Pete provides consulting services to clients

35、 in planning, design, and implementation of information systems, as well as process reengineering. Pete received his Bachelor of Science in Manufacturing Engineering from Miami University. He is an American Production and Inventory Control Society (APICS) member and is pursuing his CIRM certificatio

36、n.,Representative Clients: The Butler Co. Wayne-Dalton Eveready Battery Co. Energizer Power Systems Montgomery Ward,Industry Expertise: Consumer Products Wholesale-Distribution Retail,Relevant Experience Profile: Pete led an ERP software implementation for the nations largest distributor of veterina

37、ry pharmaceuticals. Pete managed and facilitated the areas of Sales and Marketing, Warehouse Operations, Purchasing, Finance, and Information Systems. Pete led a packaged software selection project for a wholesale distributor. He facilitated articulation of all business and technical requirements, a

38、nd identification of process improvements by leveraging Best Practices. He facilitated the research activities, vendor demonstrations, evaluation discussions, and site visits with client team members. Pete worked with a national manufacturer-distributor of consumer products to map as-is processes an

39、d identify areas of risk and areas for process improvement in warehousing operations. Pete worked with a billion-dollar manufacturer of consumer batteries to implement packaged SAP R/3 software, as part of a global standardization initiative. Pete worked with a national retailer through its acquisit

40、ion and merger of an east-coast retailer. Pete led the integration efforts of the distribution systems area.,Section 8: Project Resources,Background Mr. Hood is an experienced consultant in the Columbus office of Arthur Andersens Business Consulting practice. He has over 6 years of financial account

41、ing and consulting experience. His experiences focus on technical and analytical project implementations for the manufacturing and financial services industries. Educational Background. Doug holds a BA from Anderson University, with a major in Accounting and a minor in Business Administration. He is

42、 a Certified Public Accountant in the State of Indiana and is a member of the American Institute of Certified Public Accountants.,Representative Clients: Stanley Electric Tigerpoly Arvin Industries Hancor,Industry Expertise: Automotive Industrial Products Fabricated Products Wholesale Distribution,R

43、elevant Experience Profile: Currently, leading the finance team on a J. D. Edwards implementation for a manufacturing company Led the finance and sales order management teams on a J.D. Edwards ERP implementation for a Japanese tier one automotive supplier. The project scope included all core finance

44、, sales order management, and manufacturing functions for a single plant operation. Responsibilities included defining business requirements, testing and implementation. Facilitated financial team requirements definition on a software selection project for a tier 1 automotive supplier. QAD MFG/PRO w

45、as ultimately selected by the client. Managed an SAP implementation project for a captive finance company. Responsibilities included facilitating team meetings, reporting project status to company management, providing process descriptions, developing the conceptual design and configuring the Financ

46、ial Accounting (FI) and Controlling (CO) modules of SAP. Managed several audit and professional services engagements variety of industries, including Wholesale Distribution, Savings and Loan and Fabricated Products Manufacturing. Responsibilities included coaching, directing, and evaluating the enga

47、gement team; drafting financial statements, independent audit report, SEC and regulatory filings; engagement budgeting explanation of variances.,Section 8: Project Resources,Resumes,Douglas S. Hood,Background Heather is an experienced consultant in the Columbus office of Arthur Andersens Business Co

48、nsulting practice. She has 5 years of industry experience focused in materials, logistics, advanced planning, and production and operations management. Heather holds a BS in Business Administration with a double major in Transportation inventory control, domestic and international purchasing, produc

49、tion planning, shop floor scheduling, capacity requirements planning, and warehouse operations. Project Manager of a supply chain reengineering initiative for Sprint/United Telephone company, targeting the logistics, ordering, purchasing, tracking, and receiving processes across 3 states, resulting

50、in an annual savings of $2 million. Designed and implemented solutions for purchasing, distribution and warehousing processes on a continuous basis. For a $300 million manufacturer, facilitated the system test and conversion phases of a year 2000 ERP upgrade project. Developed testing conditions and

51、 scripts, and facilitated a detailed system test of the new software. Managed the conversion planning activities resulting in an executable workplan for conversion to the new system.,Section 8: Project Resources,Resumes,Heather M. Yakes, C.P.M.,Plaskolite, Inc. Requirements Definition and Software E

52、valuation Proposal April 1999,Plaskolite, Inc. Requirements Definition and Software Evaluation Project Kickoff Meeting July 6, 1999,Kickoff Agenda,Welcome and Introductions Goals and Objectives Project Scope and Approach Project Timing and Deliverables Organization, Roles, and Responsiblities Requir

53、ements Definition Example Deliverables Lessons Learned Next Steps Questions and Answers,Project Goals and Objectives,Plaskolites overall goal is to evaluate and select an integrated customer service, distribution, manufacturing and financial software package that best supports your business informat

54、ion needs. To help achieve this goal, Arthur Andersen will assist Plaskolite with the evaluation and selection of a new software package. The specific objectives of this project will be to: Define and prioritize business and information requirements Research and identify viable software candidates O

55、bjectively facilitate the evaluation of the most appropriate software alternatives Define appropriate technical architecture Assist with vendor negotiations Plan the software implementation at a high level,Project Scope,The software package that is selected will support Plaskolites Manufacturing, Wa

56、rehouse Management, Order Management/ Customer Service, and Finance functions on a standardized technical platform.,Project Approach,On-going,Arthur Andersens overall packaged software methodology framework consists of 6 major phases while emphasizing an aggressive program of project management and

57、change enablement. This project will address the first 3 phases of work. The Implementation Planning phase of this project will address the detailed steps necessary to complete the remaining 3 phases of the methodology shown below.,“Where do we want to be?”,“What tools will we use?”,“How will we use

58、 the tools?”,“Construct and roll-out the solution.”,“How will we get there?”,People,Processes,Technology,Strategy,Requirements Definition,Software Evaluation & Selection,Design & Business Process Simulation,Implementation,Support & Continuous Improvement,Implementation Planning,“Stabilize and priori

59、tize.”,Checkpoint,Checkpoint,Checkpoint,3-4 weeks,3-4 months,6-8 months,Project Management and Change Enablement,= within scope of this project,= future phases,Checkpoint,3-4 weeks,2 weeks,Checkpoint,Software Selection,Software Implementation,The scope of this project will be limited to the evaluation and selection of a single integrated software package.,Design Technical Architecture,Project Approach - Software Selection,We will combine the Arthur Andersen Packaged System Selection Methodology and our Firmwide Knowledge Capital wi