Whatsyouridea1996 您說呢?!: [ #BusinessManagement #ERP－PM Who?] IT keeps nodding when hearing this 201500002

Friday, December 23, 2022

[ #BusinessManagement #ERP－PM Who?] IT keeps nodding when hearing this 201500002

[#ERP－PM Who?] IT keeps nodding when hearing this 201500002

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Hi. This is Emily：

What’s your idea? Who is the most appropriate person to be the system implementing project leader？

「I don’t think it is IT( department) ！」,

My IT colleagues kept nodding 😍💡and felt happy when they heard this!😆

In my mind, there are 2 ways to define the requirements：

1. Please contact Emily

2. Focusing on the required Professional Work Background of the ERP Project Leader

1.Please contact Emily:To select an ERP project leader in an easier way

Regarding my ERP project leader work experience and the actual work hours, it’s going to be the 18^th year at the moment I’m building up this article (2022/5). Hence, you could consider to discuss with me to feel who I am, what I know / don’t know about this work；maybe, there is required expertise I have would surprise you, or, I don’t possess the work skill you need but maybe, I can achieve the work objective you want, thus, you would know what kinds of ERP project leader you need and define the requirements for your company.

Welcome to discuss with me.

2.Focusing on the required Professional Work Background of the ERP Project Leader

To continue this article：[#ERP] What to Prepare In Advance?201500005, people also say a 【Project Leader 】 is a 【PM】(Note1), not all the system user companies define the same way, therefore, they have different idea of the required work background and skills of PM by the aspect they view things. (EX：To take ERP related reimbursement as kind of business investment, or, they purchase ERP because everybody has that!).

Below is my suggestion 「based on the effects generated by the causes」, I also welcome you to express you point of view in below 【Comment】. My suggestion is based on effects of things means the advice is from the work [solutions] of problems the team encountered in ERP projects I was handling. I define them as the required work capability or background of the ERP Project Leader for your reference：

1^st.Select from「internal」employees of the system user company

2^nd.A member of ERP major user department

3^rd.Possess neutral cross-departmental work integration capability

4^th.Always being aware of internal control issues

5^th.Reliable

Note1：PM, some system user companies define it as the【Project Manager】, or, 【Program Manager】, it is advised to unify only one kind of explanation within the company；however, 【Manager】 is not necessary a Manager work level person/title, it majorly describes the 【in charge person】 or 【Leader】. In this article, PM is the 【Project Leader】.

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Picture source: pixlr

Explanation

1st. Select from「internal」employees of the system user company：

Major difference between a system vendor and an internal employee being the project leader：it was already explained in [#ERP] What to Prepare In Advance?201500005, please refer to the description below its post picture.

Major difference between an internal employee and a hired external project consultant to be the project leader：due to daily works need to be performed uninterrupted and current employees’ incapability, usually, some companies would like to hire an experienced external project consultant with no relation with the system vendor to conduct and coordinate internal and external information. In this situation, it is advised to consider below 2^nd.~5^th. and make your conclusion as the external PM hiring terms, and, before starting this project, it is required to define how this hired PM needs to hand over his/her project related work knowledge to internal employees (Note 2). This purpose is for work experience transferring, and for work issues solution reference in the future.

Note2：Some hiring companies would define specific daily work record template for this hired PM writing down daily work log and filed by IT department due to IT’s work role is IT technique provider( not only providing by external suppliers but developing the software internally, IT is also the overall IT environment administer work role in the company), and to compare with system users’ departments, there is less possibility IT work functions will be separated in work organization change in the future.

2nd. A member of ERP major user department

It is the ERP major user department to lead the project going and to：

(1) Submit system workflow improvement request to IT department,

(2) Coordinate cross-functional meeting and communication,

(3) Talk to Accounting department about potential change in accounting items and related monetary value calculation and do the pros and cons and make decision about changing related business activities,

(4) Accept or reject the system improvement result.

Why it is not IT department?

What’s your idea if above (1)~(4) be done by IT or system user department? Which work department is more appropriate?

In some companies, workflow systemizing only focus on manufacturing work efficiency enhancement in plant, some focus on customer service and members profile e-management, and systemizing stock picking accuracy and delivery on time, not all the ERP project is involved overall work process systemizing in the company, and IT belongs to technical department, it is responsible for verification/acceptance of purchased hardware and software or doing system creation by itself only.

And, if it is company wise ERP implementation work mission, it is advised Accounting department be the PM to handle it because, generally speaking, Accounting’s work responsibility contains below 3^rd., 4^rdand 5^rd, it also need to ensure all business activities generated Data Flow be correctly calculated the numbers and goes correctly and completely into Account Items and finance statement as a result.

What’s your idea about above in green?

Please comment.

3^rd. Possess neutral cross-departmental work integration capability

Some companies consider the need of「make work judgement neutrally」 and below “5^th”., so they assign employee who works in「Chairman Office」, 「CEO Office」 or 「President Office」 being the PM；this member’s work capability needs to match requirements listed in this article.

4^th. Always being aware of internal control issues

In handling this project, PM needs to have the capability to find out current existing but unaware internal control issues and potential internal control issues in system process change then propose suggestion and request for approval ( finally, changes in internal control mechanism and management work activities need to have approval by the board of directors).(Note3)

Internal Control Issue Example：In order to simplify work step or save system users’ license cost, is it allowed to 【 ignore system approval setting 】in sales order processing and make it effective once input data is confirmed?

Note3：Some companies utilize co-signed work procedures to request for Accounting department or Internal Control Department’s comment to ensure control quality is reached or considered .

5^th.Reliable

PM would 【be authorized some specific rights of approval within this project work scope】, thus, this PM must be someone reliable；those work candidates may be more than one persons, which one you prefer most? 😊

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