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ContentsOurproposalisdividedintothefollowingsections:Section1Introduction...WhatdoesPlaskolitewantfromthisproject?Section2ProjectOverview...WhatisArthurAndersen’sperspectiveonsoftwareevaluations?Section3ProjectApproach...Howwillweconducttheevaluation?Section4ProjectTeam…Whowillworkontheproject?Section5ProjectTiming...Howlongwillittake?Section6ProjectCosts...Howmuchwillitcost?Section7ArthurAndersen...WhyArthurAndersen?Section8ProjectResources...Whatarethequalificationsofourteam?下载更多咨询，尽在....1©1999ArthurAndersen,AndersenWorldwideSC.Allrightsreserved.OurUnderstandingofYourNeedsPlaskolite’soverallgoalistoevaluateandselectanintegratedcustomerservice,distribution,manufacturingandfinancialsoftwarepackagethatbestsupportsyourbusinessinformationneeds.Tohelpachievethisgoal,PlaskolitewouldlikeaArthurAndersentoassistwiththeevaluationandselectionofanewsoftwarepackage.Thespecificobjectivesofthisprojectwillbeto:DefineandprioritizebusinessandinformationrequirementsIdentifyprocessimprovementopportunitiesResearchandidentifyviablesoftwarecandidatesObjectivelyfacilitatetheevaluationofthemostappropriatesoftwarealternativesDefineappropriatetechnicalarchitectureAssistwithvendornegotiationsPlanthesoftwareimplementationatahighlevelGoalProjectObjectives下载更多咨询报告，尽在....1©1999ArthurAndersen,AndersenWorldwideSC.Allrightsreserved.OurUnderstandingofYourNeedsThekeydeliverablestomeetyourobjectivesforthisphaseoftheprojectwillbe:HighlevelbusinessprocessmapsProcessImprovementOpportunitiesSoftwarerequirementsand“knock-out”criteriaFunctionalTechnicalVendorListofpotentialsoftwarecandidatesVendordemonstrationscriptsSoftwareselectionrecommendationSoftware,hardwareandservicescostestimatesHigh-levelimplementationplanOrganizationalimpactassessmentDeliverables下载更多咨询报告，尽在....1©1999ArthurAndersen,AndersenWorldwideSC.Allrightsreserved.OurPerspectiveOurlocalexperiencewithintegratedsoftwarepackagesisdeepandbroad.OurOhioConsultingpractice,whichincludesColumbus,ClevelandandCincinnati,hasover140full-timeconsultants.Softwareimplementationisthecornerstoneofourpractice.BelowisalistofsomeofourrecentengagementsinOhio.OurLocalManufacturingExperienceArthurAndersen’sphilosophyistoremainindependentofsoftwarevendors.Consequently,ArthurAndersencanobjectivelyevaluateintegratedsoftwarepackagesagainsttheinformationneedsofourclients.HighTechMfg.CustomProductsMfg.CustomProductsMfg.AutomotiveSupplierConsumerProductsMfg.1©1999ArthurAndersen,AndersenWorldwideSC.Allrightsreserved.WhatOurSoftwareVendorAlliancesMeanArthurAndersendoesnotsellsoftwareorreceiveanyfinancialincentivesfromintegratedsoftwarepackagevendors.However,wedomaintainallianceprogramswiththeleadingsoftwareprovidersinthemarket.ThepurposeofthesealliancesistoestablishateamofqualifiedpersonnelfromthevendorandArthurAndersenwhocaneffectivelyserveclientsbydeliveringintegratedsolutionstoimprovebusinessperformance.Allianceagreementstypicallyprovidethefollowing:ArthurAndersencansub-contractprogrammingservicesatadiscountedpriceArthurAndersenreceivesdiscountedtrainingforitsprofessionalsArthurAndersenhasaccesstosoftware,productsupportandotherresourcesBystrategicallyaligningthemselveswithArthurAndersen,keysoftwarevendorscanfocusontheircorebusinesses--productdevelopment,trainingandsupport.ArthurAndersenhasinstalledthealliancesoftwarepackagesatourTechnologyInnovationCentersforclientdemonstrations,training,testingandremoteaccess.Tocapitalizeonthecollectiveknowledgewehavegainedinthisarea,ArthurAndersenhasalsoformedaCompetencyCenterofqualifiedprofessionalswithdeepexpertiseinpackagedsoftwareimplementations.Throughanon-linesoftwaredatabase,thiscenterpromotesinformationsharingamongArthurAndersenprofessionalsonallianceproductsandprojectsonaglobalbasis.®SSA1©1999ArthurAndersen,AndersenWorldwideSC.Allrightsreserved.ExperienceIndustryExpertiseBestPractices/ProcessSkillsSoftwareExpertiseKnowledgeCapitalOurPerspective-CollaborationWebelievetruebusinesschangecanonlybesustainedbyPlaskoliteteammembers.Wewillserveas“ChangeAgents”challengingandpartneringwithPlaskoliteduringallphasesoftheproject.Wetakeafacilitativeapproachtoensuremutualownershipandafocusoncollaborativeefforts,positioningPlaskolitetoowntheselectioncriteriaanddecision.Ourapproachisrelationship-oriented.Wewillworkwithyouasabusinesspartnerinthisendeavor,takingyouragendaasourown,andseeingtheprojectthroughtoasuccessfulcompletion.ArthurAndersenHiredExpertsPlaskolitePlaskoliteIndustryExpertiseBestPractices/ProcessSkillsSoftwareExpertiseKnowledgeCapitalExperienceTypicalApproach:Outsiders“drive”thesolutionOurApproach:WecreateanenvironmentthatenablesyoutodevelopdeepskillsandthefinalsolutionFacilitative,TeamingApproach1©1999ArthurAndersen,AndersenWorldwideSC.Allrightsreserved.OurPerspective-BusinessIntegrationHolisticBusinessIntegrationApproachImplementationofanysignificantchangerequirestheintegrationofstrategy,businessprocesses,people,andinformationtechnology.Applicationsoftwaremustbeevaluatedwithinthecontextofthisbusinessintegrationconcepttohaverelevance.Howto:Transfer/improveskillsSpeedupactionsFlattenstructuresEmpowerindividualsImproveserviceLeverageknowledgecapitalHowto:Simplify/eliminateDothingsmorequicklyReducecostsDecentralizedecisionsCapitalizeontechnologyRestructurerelationshipsWhatfocusWhatcoreactivitiesWhatgeographicalareasHowto:OrganizeinternallyAchievesynergyCapitalizeonstrengthsHowto:EnablebusinesschangeMigratetobettersolutionsFocusoncoreactivitiesandpeopleCapitalizeon/sharebestpracticesIntegrateinformationacrossfunctionsCentrallymonitoradecentralizedbusiness1©1999ArthurAndersen,AndersenWorldwideSC.Allrightsreserved.OurPerspective-KnowledgeSharingToolsLeveragingourFirm’sglobalinformationsharingnetworkiskeyduringsoftwareevaluationprojects.FinalistsPackageSoftwareCompetencyCenterMethodologiesSelectionMatricesResearch&EvaluationsResourceClearinghouseAndersenFirm-wideExperienceEngagementTeamSoftwareExpertiseIndustryExpertiseManufacturingIndustryProgramAndersenKnowledgeSharingToolsLotusNotesAAOn-line-Andersen’sGlobalInformationSharingNetworkGlobalBestPracticesKnowledgeBase(Intranet)KnowledgeSpaceSM(Intranet)ThirdPartyInformationSourcesTheGartner-GroupAdvancedManufacturingResearchInc.(AMR)ComputerSelectDATAPROIndustryPublicationsArthurAndersenSelectionTools1©1999ArthurAndersen,AndersenWorldwideSC.Allrightsreserved.ProjectApproach-EvaluationComponentsDuringthesoftwareevaluationprocess,thefieldofpotentialsoftwaresolutionsisquicklynarrowedtotwo.Thesetwovendorsdemonstratetheirproductsandareevaluatedbytheselectionteam.Thefinalproductisselectedbasedonthedemonstrationresults,contractconsiderations,andfurtheranalysisasdescribedbelow.AllSoftwareCandidates15+Candidates2FinalistsIndustryInsightMarketResearchVendorViabilityArthurAndersenFirm-wideKnowledge3-5CandidatesFunctionalFitVendorViabilityFinalSelectionTechnologyUse&VisionReferences&SiteVisitsImplementationCostsPricing&NegotiationsRFIresponses,screeninginterviewsDetailedKnock-outCriteria,Companysize,MarketPresence,AAInsight(PlaskoliteandArthurAndersen)HighLevelKnock-outCriteria&PreliminaryScreening(ArthurAndersen)Softwaredemonstrations,referencechecks,negotiations,andCost/BenefitAnalysis(Plaskolite&ArthurAndersen)Thevendorsexecutethescriptsduringtheirdemonstrations;theselectionteamscoreseachareabasedonhowwellthepackagemettheneedsofPlaskolite.Immediatelyafterthedemonstrations,thescoresaretallied.ArthurAndersenfacilitatesadiscussiontosharethescoringresultsandreachaconsensusonstrengthsandweaknesses.Thedemonstrationresultsareonlyonecomponent(althoughthemostimportantcomponent)ofthefinalselectioncriteria.1©1999ArthurAndersen,AndersenWorldwideSC.Allrightsreserved.SoftwareEvaluation-LessonsLearnedOurapproachworkstocomplementthebusinessknowledgeofPlaskolitewiththeindustryknowledge,technicalexpertise,and“bestpractice”workofArthurAndersen.ApackagewillnotbeembracedbyPlaskoliteifitischosensolelybyArthurAndersen.WewillfacilitatePlaskolitethroughourmethodologytoensureapartneringendeavorbasedonyouragenda.Communicatethatnopackagewillmeeteveryperceivedneedandthatperceptionsmustchange.Selltheideathatnothingwillimproveunlessitchanges.Ensurethedemonstrationaudienceunderstandsthatvendorswanttoshowtheirstrengths,notnecessarilywhatisbestforPlaskolite.Facilitatethedemonstrationsaccordingly.Ensurereferencesareinsimilarindustrieswithsimilarvolumesandareusingtheproduct(nottestingorreadytorollout).Ensuretheorganizationunderstandsthatpackagesoftwareimplementationprojectsaremoreexpensiveandprovidelessrelativebenefitthanstrategic,competitiveinitiatives;however,theseprojectsarecriticaltoestablishingasolidfoundationtosupportfuturestrategicinitiatives.Somegapswillbeidentifiedduringtheselectionprocess,butitisn’tuntiltheBusinessProcessSimulation(BPS)phaseoftheprojectthatallgapsareknown.Packagedsoftwarevendorsincorporateindustry-widebestpracticesfromtheircustomerbaseintotheirsoftware.DuringBPS,eachPlaskolitebusinessscenarioisexecutedinthesoftware.TheteamwillbeabletoidentifyhowPlaskolitewillfurtherchangeitsbusinessprocessestoalignwiththesoftwarevendor’sapproach.Werecommenda“no-mod”policy,thisisachievedbyexecutingthesenewlyalignedbusinessprocessesinthesoftware.ButunlessPlaskolitemanagementiswillingtosupportthisapproach,thisgoalwillnotbeachievedandmodificationswillberequired.Use“knock-out”criteriatoquicklygettoashortlistofvendors.Thiswillallowdeepfocusonahandfulofviablecontendersandallowmoretimeforvalue-addedactivitieslikeidentifyingareasforimprovement.FacilitativeApproachManageExpectationsTheShortListGapsBetweenBusinessRequirementsandSoftwareCapabilities1©1999ArthurAndersen,AndersenWorldwideSC.Allrightsreserved.On-goingProjectScope&ApproachArthurAndersen’spackagedsoftwaremethodologyframeworkconsistsof6majorphaseswhileemphasizinganaggressiveprogramofprojectmanagementandchangeenablement.Thisproposaladdressesthefirst3phasesofwork.Atthecompletionofthesephases,wewilltakeacheckpointwithPlaskolite’smanagementtodetermineArthurAndersen’sinvolvementwithfuturephasesofwork.“Wheredowewanttobe?”“Whattoolswillweuse?”“Howwillweusethetools?”“Constructandroll-outthesolution.”“Howwillwegetthere?”PeopleProcessesTechnologyStrategyRequirementsDefinitionSoftwareEvaluation&SelectionDesign&BusinessProcessSimulationImplementationSupport&ContinuousImprovementImplementationPlanning“Stabilizeandprioritize.”CheckpointCheckpointCheckpoint5-6weeks3-4months5-8monthsProjectManagementandChangeEnablement=withinscopeofthisproposal=futurephasesCheckpoint3-4weeks2weeksCheckpointSoftwareSelectionandImplementationSoftwareSelectionSoftwareImplementationThescopeofthisprojectwillbelimitedtotheevaluationandselectionofasingleintegratedsoftwarepackage.1©1999ArthurAndersen,AndersenWorldwideSC.Allrightsreserved.DesignTechnicalArchitectureSoftwareSelectionOverviewWehaveaprovenmethodologyandapproachtosoftwareevaluationandselection.Throughoutthisapproach,businessrequirementsarebalancedwithsystemfunctionalitytomaximizebusinessopportunitiesandbenefits.FunctionalTechnicalVendorIdentifyProcessImprovementOpportunitiesIdentifyRequirements&“Knock-out“CriteriaResearchSoftwareAlternativesStrategyProcessesOrganizationTechnologyREQUIREMENTSDEFINITIONSOFTWAREEVALUATION&SELECTIONIMPLEMENTATIONPLANNINGCheckpointCheckpointPlantheImplementationReviewCurrentStateDevelopPreliminaryCostEstimateFinalize&ObtainApprovalDefineBusinessScenarios&ConductS/WDemosNegotiateandCompleteCostEstimateEvaluateVendorsandChooseFinalist1©1999ArthurAndersen,AndersenWorldwideSC.Allrightsreserved.ProjectApproach-RequirementsDefinitionThepurposeofthisphaseistogatherbusinessrequirementsanddocumentbusinessprocesses.Thisisaccomplishedthroughourfacilitativeconsultingstyle.WeworkwiththeselectionteamtoensureanappropriateunderstandingofthecurrentstateandcooperativelycraftPlaskolite’s“to-be”businessprocessvision.Plantheprojectandmobilizethe“core”selectionteamFacilitategroupdiscussionsandinterviewswithexecutivesandkeyusersIdentifyandmapkeybusinessprocessesIdentifykeycustomerandvendorbusinessrequirements,aswellasfunctionalandtechnicalsoftwarerequirementsReviewArthurAndersen’sGlobalBestPracticeSMKnowledgebase,examplesofbestpractices,bestcompanies,andperformancemeasuresbybusinessprocessIdentifyprocessimprovementopportunitiesPrioritizethelistofsystemsrequirementsfromtheinterviewsandprocessreviewsResearchsoftwarecandidatesDevelopsoftwareselection“knock-out”criteria(functional,technical,vendor)toshortenthelisttoamanageablenumberofcontendersBegindiscussionswiththesoftwarefinalistsregardingproposedconfigurationandresourcerequirementsDevelophighlevelsystemsarchitectureDeveloppreliminaryestimateofhardware,software,training,andimplementationcostsandoptionsKeyTasksHighlevelprocessmapsGlobalBestPracticeSMKnowledgebaseexamplesListofprocessimprovementopportunitiesPrioritizedsoftwareselection“knock-out”criteriaInitiallistofsoftwarecandidatesthroughmarketresearch,industryinsight,vendorviability,ArthurAndersenfirm-wideknowledgeResponsestosoftwareselection“knock-out”criteria(RequestforInformation-RFI)ShortlistofsoftwarefinalistsListofassumptionsimpactingcostestimatePreliminarycostestimateKeyDeliverablesREQUIREMENTSDEFINITIONSOFTWARE&HARDWAREEVALUATION&SELECTIONIMPLEMENTATIONPLANNINGCheckpointCheckpoint1©1999ArthurAndersen,AndersenWorldwideSC.Allrightsreserved.PreparedemonstrationscriptsincorporatingPlaskolite’s“knock-out”criteriaSchedulevendordemonstrations,reviewexpectationsandprovidescriptsFacilitatevendordemonstrationsIdentifyperceivedgapsbetweensoftwarecapabilitiesandbusinessrequirementsEvaluatequantitativeandqualitativestrengthsandweaknessesofthedemonstrations,bygatheringindividualscript“scorecards”fromthePlaskoliteparticipantsandfacilitatingre-capdiscussionstogainconsensusCheckvendorreferencesandperformsitevisitsasnecessaryIdentifycontractnegotiationobjectivesandstrategyConfirminitialassumptionsregardingpreliminarycostestimateUnderstandotherpotentialcostcomponents(onetimeandon-goingcosts)NegotiatewiththefinalistsGatherfinalquotesfromsoftwarevendorsFinalizecostestimatebasedonhardware,software,training,implementationSeniormanagementtoselectthefinalvendorbasedon:FunctionalfitTechnologyuseandvisionVendorviabilityProjectApproach-EvaluationandSelectionThepurposeofthisphaseistoensureafairandeffectiveselection.Itinvolvesdevelopingdemonstrationscriptsandfacilitatingthesoftwaredemostoensureadherencetothosescriptssoaconsistentcomparisoncanbemade.Initialgapsbetweenrequirementsandsoftwarecapabilitiesareidentifiedandaddressed.Thisphaseenablesthefinalselectionoftheintegratedpackagesolution.KeyTasksDemonstrationscriptsSoftwarefinalistevaluationcriteriaVendordemonstrationsDemonstrationevaluationsReviewofvendorreferencesInventoryofidentifiedsoftware“gaps”NegotiationobjectivesandstrategyFinalcostestimateContractsignedandsoftwareprocuredKeyDeliverablesREQUIREMENTSDEFINITIONSOFTWAREEVALUATION&SELECTIONIMPLEMENTATIONPLANNINGCheckpointCheckpointReferencesandsitevisitsPricingnegotiationsEstimatedimplementationcosts1©1999ArthurAndersen,AndersenWorldwideSC.Allrightsreserved.ProjectApproach-ImplementationPlanningOncethefinalselectionismade,theplanningfortheimplementationmayoccur.Thisinvolvesdesigning,indetail,thetechnicalarchitecture,planningtheimplementationtasks,andestimatingtheimplementationeffort.Oncetheseplansarefirmedup,expectationsmaybesetandapprovaltoproceedmayoccur.REQUIREMENTSDEFINITIONSOFTWAREEVALUATION&SELECTIONIMPLEMENTATIONPLANNINGCheckpointCheckpointFinalizethetechnicalarchitecturedesignPlantheBusinessProcessSimulationandImplementationIdentifytheoverallimplementationapproachDevelophigh-levelimplementationplanwithaproposedtimelineandidentifiedresourcesAssessorganizationalimpactMeetwithmanagementtoobtainapprovaltoproceedKeyTasksHigh-levelplanfortheBusinessProcessSimulationandImplementationOrganizationalImpactAssessmentApprovaltomoveforwardwiththeimplementationKeyDeliverables1©1999ArthurAndersen,AndersenWorldwideSC.Allrightsreserved.ProjectTeamOrganizationThefollowingisoursuggestedjointPlaskolite/Andersenprojectteamstructure.PlaskoliteExecutiveTeamPlaskoliteProjectSponsorAAEngagementPartner-ToddFisherAAProjectManager-ChrisWenzkeProjectLeadershipSteeringCommitteeResearch&Support-AAConsultantPlaskoliteTeamLeadAA-DougHoodOrderManagement/CustomerServiceTeamFinanceTeamManufacturingTeamPlaskoliteTeamLeadAA-TBDPlaskoliteTeamLeadAA-TBDPlaskoliteTeamLeadAA-ChrisWenzkeAA-TBDTechnologyTeamSteeringcommitteemeetingswillbeheldonamonthlybasis,andwilllast1to2hours.Plaskoliteteamleadparticipationwillaverage1to2daysperweekonaverage.AdditionalrepresentativesfromPlaskolite’sfunctionaldepartmentswillparticipateineachteamonanasneededbasis.Plaskolitewillneedtoidentifya“coreevaluationteam”whowillparticipateinthesoftwaredemonstrations.Softwaredemonstrationswillrequire2consecutivefulldaysforeachvendor.WarehouseManagementTeamPlaskoliteTeamLeadAA-R.J.Nicolosi1©1999ArthurAndersen,AndersenWorldwideSC.Allrightsreserved.Roles&ResponsibilitiesWebelieveajointprojectteamisessentialtotheultimatesuccessoftheproject.PlaskoliteArthurAndersenProjectLeadershipTeamActivitiesSponsortheprojectattheexecutivemanagementlevelProvideoverallprojectleadershipanddirectionEvaluatefindingsandrecommendationsLiasonwithexecutivemanagementLiasonwiththeorganizationtocoordinateprojectactivitiesbetweenPlaskoliteandAndersenProvideprojectmanagementguidancebasedonexperiencewithsimilarclientsandprovenmethodologiesProvideaccesstofirmwideexpertiseandknowledgecapitalasappropriateLeadthedevelopmentofprojectdeliverablesAssistinthecommunicationprocesswithexecutivemanagementProvidetoolsandmethodologyframeworkstoconductactivitiestomeettheprojectobjectivesProvideinternalperspectiveoninformationopportunitiesProvideinternalbusinessandfunctionalexpertiseAssistinaccessingPlaskoliteinformationasrequiredduringtheprojectAssistinthecreationofdeliverablesandhelpverifyaccuracy,thoroughnessLeadteamactivitiesProvideindustryfunctionalandanalyticalskillsProvideexternalperspectivebasedonknowledgeofindustrytrendsandbestpracticesEnsureprojectdeadlinesaremetanddeliverablesexceedqualityexpectations1©1999ArthurAndersen,AndersenWorldwideSC.Allrightsreserved.EstimatedProjectTimelineTheestimatedtimeframeforthisprojectis10-12weeks.Theactualtimeframeisdependentuponseveralfactors,includingtheavailabilityofPlaskoliteresourcesandsoftwarevendorresponsiveness.Thistimelineisbasedonourunderstandingofyourneedsandourexperiencewithprojectsofthisnature.SelectionStepWeek1Week2Week3Week4Week5Week6Week7Week8Week9Week101.0ReviewCurrentState2.0IdentifyProcessImprovementOpportunities3.0IdentifyRequirements&“Knock-Out”Criteria4.0ResearchSoftwareAlternatives5.0DevelopPreliminaryCostEstimate6.0DefineBusinessScenarios/ConductSWDemos7.0NegotiateandCompleteCostEstimate8.0EvaluateVendorsandChooseFinalist9.0ImplementationPlanningCheckpointCheckpoint1©1999ArthurAndersen,AndersenWorldwideSC.Allrightsreserved.ProjectAssumptions&FeeEstimateOurfeesforthisprojectwillbe$135,000,plusoutofpocketexpenses.Wewillbillyouinthreeequalinstallments.Wehavemadethefollowingassumptionsindevelopingourfeeestimate.Ifanyoftheseassumptionsdonotholdtrue,ourfeeestimatecouldbeimpacted.AseniorexecutivewithinPlaskolitewillsponsortheprojectandhasoverallresponsibilityfortheproject’ssuccess.Aprojectsteeringcommittee,consistingofPlaskoliteexecutivemanagement,willstayactivelyinvolvedinmonitoringanddirectingtheproject.Plaskolitewillcommittoprovidingprojectresourcesasdescribedintheprojectorganizationchart.Two(1.5-2daysforeach)softwaredemonstrationswillbeconducted.ProjectcompletionaccordingtotheprovidedscheduleisdependentupontheabilitytoscheduletimewithbothPlaskolitepersonnelandthesoftwarevendors.OurfeeestimatedoesnotincludeArthurAndersenparticipationinvendor/referencesitevisits.1©1999ArthurAndersen,AndersenWorldwideSC.Allrightsreserved.TheArthurAndersenDifferenceOurExperiencedTeamWehaveproposedateamwithvastexperienceinfacilitatingclientsthroughpackagesoftwareselectionsandimplementationsinthemanufacturingindustry.Integratedsoftwareisthecoreofourconsultingservices.Ourbroadexperienceshaveenabledustoworkwithmanydifferentproductsinavarietyofdifferentmanufacturingenvironments.FacilitativeAppr