consulting companies friend or foe · program and project management business transformation...
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Consulting Companies –Friend or Foe
Presented by:
Miroslawa (Millie) Babicz
Managing Director
SpearMC
Session ID#: 103330
• Silence Audible Devices• Note Fire Exits• Partake of Refreshments• Note Quest Staffers (green shirts) and
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Table of Contents
■ About SpearMC and Your Presenter
■ Consulting: A Definition
■ Project Types
■ Project Definition
■ Project Management
■ Resources
About SpearMC and Your Presenter
© 2015 SpearMC Consulting
Founded in 2004, SpearMC is a technology and professional services firm specializing in
PeopleSoft Financials and Supply Chain Management
PeopleSoft Human Capital Management and Payroll
ERP Architecture and Application Development
Project and Program Management (PMO)
Change Management
ERP Training
Mobile Technology
About SpearMC
© 2015 SpearMC Consulting
6
We focus on local market delivery and capability development in line with industry focus areas unique to the regions we serve.
Regional offices in Chicago, Denver, Oklahoma City, Seattle and San Francisco
About SpearMC
Our local and well-connected network of top-tier business analysts, technical leads, developers and project managers keep travel cost to a minimum.
© 2015 SpearMC Consulting
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About SpearMC
A decade of sustained and focused growth.
© 2015 SpearMC Consulting
8
Each member of our Leadership Team leverages over 20 years of experience in Technology, Financial and Business Transformation.
About SpearMC
© 2015 SpearMC Consulting
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Industry focus areas include:
Energy
Transportation
Healthcare/Biotech
Government
Media/Technology
Consumer Products
Financial Services
Higher Education
About SpearMC
© 2015 SpearMC Consulting
10
Oracle Gold Partner since 2008:
Gold Level Partner
PeopleSoft Specialization
Applications Reseller
Hardware Reseller
About SpearMC
Services and Competencies.
© 2015 SpearMC Consulting 11
© 2015 SpearMC Consulting
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Technology and Business Consulting
Full-service ERP and BI Selection, Implementation and Integration
o PeopleSoft
o JD Edwards
o Oracle EBS
o Hyperion
o Dynamics AX
ERP Training
IT Transformation and Strategy
Infrastructure and Architecture
ERP Application Development
Capability Assessment
Services and Competencies
© 2015 SpearMC Consulting
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Program and Project Management
Business Transformation
Project Management Office
Project Portfolio Management
Change Management
Operations Improvement (Six Sigma, Lean)
CIO and CTO Advisory Services
Strategy for Pricing and Revenue Enhancement
Services and Competencies
Methods and Tools.
© 2015 SpearMC Consulting 14
© 2015 SpearMC Consulting
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Needs Analysis Assess Staffing Requirements
IT Strategy and Transformation
ERP Selection and Integration
Business Transformation
Project Management
Complement Existing Expertise
Capability Assessment
Methods and Tools
© 2015 SpearMC Consulting
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Continuous Improvement
Six Sigma and Lean
Agile Project Management Techniques
Change Management
Tools, best practices and proven management techniques include:
Methods and Tools
People and Workforce.
© 2015 SpearMC Consulting 17
© 2015 SpearMC Consulting
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Our consulting specialists and network of business analysts, technical leads and project managers combine technical specialization, industry experience, and operations improvement best practices custom-tailored for the job at hand.
People and Workforce
© 2015 SpearMC Consulting
19
Continuous Learning Regular attendance at trainings and seminars
Knowledge Sharing Presenting at local and national levels
o Oracle Open World
o Quest Collaborate
o PeopleSoft ReConnect
People and Workforce
o JDEdwards InFocus
o Regional User Groups
o SpearMC Road Shows
© 2015 SpearMC Consulting
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Certifications and Specializations
CPA, PMP, Six Sigma, APICs, SCRUM Master
Lean Six Sigma, Lean Manufacturing
Global ERP Transformation, Supply Chain, Strategy and Continuous Improvement
PeopleSoft Financial Management (FMS)
PeopleSoft Human Capital Management (HCM)
PeopleTools Technology
People and Workforce
© 2015 SpearMC Consulting
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Project/Fixed Bid Work
Contingent Workers
Temp-to-Perm
Permanent Placement
BPO (Finance / Accounting)
BPO (IT / ERP Operations)
BPO (PMO Office)
RPO (IT / ERP Recruiting)
People and Workforce
Our Proposition.
© 2015 SpearMC Consulting 22
© 2015 SpearMC Consulting
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Industry Expertise
SpearMC offers deep knowledge of ERP systems and
integration, IT strategy and operational improvements.
Let us help you improve the operating and financial
performance of your investments.
Our Proposition
© 2015 SpearMC Consulting
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Staffing for IT and Business Transformation
Supplement, complement, enhance, or expand your
portfolio of skills and experiences with SpearMC
resources fast and effectively.
Our Proposition
© 2015 SpearMC Consulting
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Outsource Project Management
Flawless execution with a focus on business process
redesign and continuous business improvement.
Our Proposition
© 2015 SpearMC Consulting
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Millie Babicz, CPAManaging Directormbabicz@spearmc.com866-SPEARMC x802www.SpearMC.com
Your Presenter
ERP Implementation Specialist at KPMG for 13 years before joining SpearMC in 2007
PeopleSoft Financials, Financial Control and Reporting Expert
Certified PeopleSoft v9.1 Financials
20 Years Experience in Project / Program Management
Consulting – A DefinitionConsulting exists to provide knowledge, skills and staff augmentation for clients.
Project Types
■ Project Type driving factors
▪ One-time, recurring, or Ad Hoc
▪ Client software knowledge base
▪ Change Management (training, knowledge transfer, etc.)
▪ Project Management needs
▪ Project duration
▪ Project team size
▪ Required consultant skills & experience level
▪ Duration and team size scale with number of modules, size and
complexity of organization
Project Types - continued
■ ERP Implementation
▪ One-time project
▪ Minimal client software knowledge base
▪ Significant Change Management requirements
▪ Significant client and consulting project team
▪ Significant Project Management requirements (1+ FTE)
▪ Longer project duration (4 months - ? years)
▪ Junior to Architect level consultants appropriate
Project Types - continued
■ ERP Upgrades
▪ Large reoccurring project (every 2-5 years)
▪ Strong client software knowledge base
▪ Small to moderate Change Management requirements
▪ Medium client and consulting project team size
▪ Medium Project Management requirements (1 FTE)
▪ Medium project duration (4 – 12 months)
▪ Mostly Senior level consultants appropriate
Project Types - continued
■ Subsystem Implementation
▪ Medium one-time project
▪ Minimal client software knowledge base
▪ Significant Change Management requirements
▪ Small to medium client and consulting project team size
▪ Small Project Management requirements (0 – 0.5 FTE)
▪ Short to medium project duration (1 – 6 months)
▪ Mostly Senior level consultants appropriate
Project Types - continued
■ Ad Hoc Projects
▪ Small one-time project (e.g. system audit, report writing, Open
Enrollment configuration for new plan year, etc.)
▪ Medium to high client software knowledge base
▪ Small Change Management requirements
▪ Short to long project duration (days to years)
▪ Mostly Senior level consultants appropriate
Project Definition
■ Determine Project Type
■ Create a Statement of Work that clearly defines:
▪ Project goals
▪ Deliverables
▪ Features
▪ Costs
▪ Deadlines
■ The definition of success must be understood by all team members.
■ Finalization of project must be well planned
Project Management
■ Project Management is a shared responsibility
■ PMP or not?
■ Project Managers define:
▪ Activities
▪ Activity sequencing
▪ Activity resource estimating
▪ Activity duration estimating
▪ Schedule development
▪ Schedule control
■ Project status understood at all times
■ Scope Management
Project Management - continued
Resources
■ Project Teams may include:
▪ Steering Committees
▪ Project Managers
▪ Team Leads
▪ Subject Matter Experts (functional & technical)
▪ Trainers
▪ Documentation Specialists
■ Determining resource requirements are critical to project success
■ Honestly assess client resource availability for project tasks
Resources - continued
■ Sourcing resources is time consuming and challenging
■ Develop relationships with trusted vendors
■ Avoid common consulting company shenanigans
▪ Bait and Switch
▪ The 2 for 1 consultant swap (Infinite Monkey Theorem)
▪ The ‘Shadowing’ consultant
▪ The ‘Shared Resource’
■ Right person, right time and right place
It’s your choice…
OR
Get in touch
Millie Babicz,CPAManaging Director
mbabicz@spearmc.com
866-SPEARMC x802
www.SpearMC.com
Please complete the session evaluationWe appreciate your feedback and insight
Session ID# 103330
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