mti-j d edwards project closure...

MTI-J D Edwards Project Closure Review

11-Aug-10

CONFIDENTIAL INFORMATION

2

Agenda

Project deliverables

Project schedule

Project team

Outstanding risks and any planned actions

Budget and financial information.

L&T contract completion

Project handoff to operational support.

Defect reports, change requests and technical and customer support.

Lessons learned

Next steps –

Tasks moved to post-deployment

Printing solution and more needed hardware


3

Planned vs Actual Deliverables

Planned Actual

1. Finance a.General Ledger b.Accounts Receivables c.Accounts Payable d.Job Cost Processes

2. Distribution processes

3. Procurement Processes

4. Production Planning Processes a.Material Requirement Planning (MRP) b.Shop Floor Control (SFC) & Mfg Accounting

5. Inventory Control Processes

6. Sales Order Management

7. Fixed Assets# -

8. Maintenance# - #BW team decided to implement Fixed Assets & Maintenance module as a part of Phase II plan.


4

Project Schedule Planned vs Actual

S Project Phases Planned Actual

1 Core team identification 25-Feb-10 25-Feb-10

2 Hardware requirements 25-Feb-10 25-Feb-10

3 JDE AS-IS Process discussion 12-Mar-10 12-Mar-10

4 JDE AS-IS process sign-off 17-Mar-10 17-Mar-10

5 JDE Overview Training 19-Mar-10 19-Mar-10

6 Pain areas discussion 14-Apr-10 22-Apr-10

7 JDE TO-BE Process discussion 14-Apr-10 22-Apr-10

8 JDE Decision points concluded and Gaps identified 14-Apr-10 14-Apr-10

9 JDE TO-BE process sign-off 15-Apr-10 17-Apr-10

10 CAMS AS-IS/To-BE process 14-Apr-10 4-Jun-10

11 JDE/CAMS Configuration Phase 6-May-10 20-May-10

12 Perform JDE Conference Room Piloting 6-May-10 14-May-10

13 JDE Master Data Preparation & Sign-off 31-May-10 10-Jul-10

14 JDE Training 18-May-10 29-Jun-10

15 JDE ICRP preparation 4-Jun-10 15-Jun-10

16 JDE ICRP 18-Jun-10 9-Jul-10

17 CAMS Training/iCRP sign-off 18-May-10 19-Jul-10

18 JDE Master data loading in production environment 30-Jun-10 25-Jul-10

19 Go live 1-Jul-10 26-Jul-10

20 Users Sign-off 15-Jul-10 Pending

Target 1-Jul-10

Revised Target

26-Jul-10


Project Steering Committee - BorgWarner

Steve Snyder – VP of Business Development

Steve Carlson – VP of Finance

Yvonne Everhart – VP Information Technology

Bill Liacone – Controller GSC and GO Morse TEC

V.D. Umashanker – Managing Director MTI


Project Team with Disband Plan - BorgWarner

Name Project Role Disband Plan Timeframe

Paul Corter Project Manager 16-Aug-10 5 Months

Gerry Munchel Ithaca IT Ongoing offshore Support Need based

Cathy Kaib Ithaca IT Ongoing offshore Support Need based

Stan Bish Ithaca IT Ongoing offshore Support Need based

Chris Bodary Ithaca IT Ongoing offshore Support Need based

Andrew Willard Ithaca IT 16-Aug-10 5 Months

Swetha Swamy Project Coordinator MTI 16-Aug-10 5 Months

R. Murali Plant Manager MTI 16-Aug-10 5 Months

Suresh Babu MTI IT Ongoing onshore Support Need based

Narayanaraju MTI IT Ongoing onshore Support Need based

Kumaran MTI IT 16-Aug-10 5 Months

G. Murali Procurement/Purchasing 16-Aug-10 5 Months

P Saravanan Purchase 16-Aug-10 5 Months

S J Gnanakumar Purchase 16-Aug-10 5 Months

R Mohan Rao Customer Support & Materials 16-Aug-10 5 Months

Tholkappian Customer Support 16-Aug-10 5 Months

Balakrishnan Materials 16-Aug-10 5 Months

V Ganesh Materials 16-Aug-10 5 Months

Saranya Customer Support 16-Aug-10 5 Months

K Saravanan Production 16-Aug-10 5 Months

V Saravanan Manufacturing 16-Aug-10 5 Months

Anbazhagan Manufacturing 16-Aug-10 5 Months

Rajeshwar Singh Manufacturing 16-Aug-10 5 Months

Sudhakar Manufacturing 16-Aug-10 5 Months

Preethi Jacqulin Finance 16-Aug-10 5 Months

Prabhakaran Finance 16-Aug-10 5 Months

Bhuvaneshwari Finance 16-Aug-10 5 Months

Dinesh Finance 16-Aug-10 5 Months

Meenakshi Finance 16-Aug-10 5 Months

Ranjith Finance 16-Aug-10 5 Months

Poomani Finance 16-Aug-10 5 Months

Saritha Finance 16-Aug-10 5 Months

Temp 1 Finance for Valgen entries 30-Sep-10 6 Months



Temp 4 Purchase for Valgen entries 30-Sep-10 6 Months

Temp 5 Materials for Valgen entries 30-Sep-10 6 Months

Temp 6 Materials for Valgen entries 30-Sep-10 6 Months


Sathish Kumar - Project Management/Manufacturing

Srinivasan Kannan - Distribution

Madhanagopal Dineshkumar - Distribution

Pankaj Chaugule - Finance

Anup Kuttava - Finance

Vasu Jain - Manufacturing

Team Composition L&T Infotech


Outstanding Risks and Planned Actions

• User to follow transactions based on SOP

• Troubleshooting functional issues may be a concern in Mfg area

• Deployment of customizations completed by Narayanaraju

• Enhancing ACOM functionalities

• Integration of SST

• Cheque Printing

• Implementing Fixed assets & Maintenance modules


All Values in $

Project Budget & Spending Status

Project Budget

•Project Cost: $ 130 K (Approved)+$ 40.3 K (Amendment)

•Payment Terms ($ 130 K) with Implementation partner

10 % -Advance along with the order acceptance

15 % -After completion of To-Be Process

20 % -After completion of Configuration Phase

20 % -After completion of Training

25 % -On Go-Live ( UAT )

10 % -After completion of Post Go-Live Support

100% Advance for the Cams software. NOTE: $ 20.8 K of $40.3 k will be paid as a part of last installment

Budget Status BUDGET Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec TOTAL

Actual Actual Actual Actual Actual Actual Actual Forecast Forecast Forecast Forecast Forecast

JDE - L&TI

Contract 0 0 24,066 12,007 16,010 16,010 20,012 36,649 0 0 0 1,24,754

JDE - Hardware

expenses 0 0 4,521 1,559 0 0 0 957 10,073 0 0 17,110

JDE - Contract

Team # 0 0 0 0 2,144 721 1532 766 669 0 5,832

JDE - Ithaca

Team Travel

expenses #

0 0 0 12,766 -1,481 0 0 0 11,391 0 0 22,676

JDE Subtotal 0 0 28587 26332 16673 16731 20012 39138 22230 669 0 0 1,70,372


LTI Contract Completion

• Implementation contract is live till 13-Aug-10.

• LTI committed to support 4 working days in Sep-10 with one Finance resource

for Aug month end closure.

• No post go live support contract is signed with LTI.


Operational Support

• MTI-IT team will assist the user group for operational issues.

• MTI team will collaborate with Ithaca team on need basis


Post Go live issues status

• All the issues are getting recorded thru mail. Accordingly

Corrective action is taken

• Finance is in the process of validating the transactions based

on actual entries


Lessons Learned…

1. Project phase completion should not coincide with month end closure. 29th to 5th

of every month to be exempted while preparing project timeline.

2. Master data loading to be done before training phase to test all possible

scenarios.

3. All hardware prerequisites need to be a part of contract with implementation

partner. CAMS MY-SQL license requirement was known to the team only during

configuration phase.

4. Data loading method need to be signed-off immediately after TO-BE process.

5. Master data preparation template to be circulated to user group immediately

after TO-BE process sign-off in line with point 4

6. Multiple master template format for the same master to be avoided. This

creates confusion among users during data preparation.

7. Security mapping to be completed immediately after training phase.

8. Department Heads to review their team progress status as a part of their

morning meeting agenda to bring more focus on involvement.

9. Department Heads to give surprise assignments to the team after training

phase to validate the learning effectiveness


…Lessons Learned…

10.User to have a check list of all possible scenarios related to their function

including exceptions while discussing AS-IS and TO-BE process.

11.Transactions should not be delegated unless the respective officer is well

trained to do so.

12.User to focus more on process validation rather than focusing reports during

CRP phase.

13.Participation of Finance stakeholder is mandatory in all the process discussions

during AS-IS and TO-BE process phase.

14.User to validate the standard operating procedure (SOP) manual during iCRP

phase.

15.User to follow user manual work flow for a week or fortnight after go live to

ensure proper transaction execution.

16.Month end closure to be included as a part of post go live support with IT

implementation partner.

17.Business process re-engineering to be completed before initiating TO-BE

process.

18.Consultants transportation to be included as a part of contract assumption


…Lessons Learned

19.Minimum no. of customizations to be included as a part of project contract

20.Project timeline should not overlap with yearly financial audit (Especially during

AS-IS & TO-BE process discussions)


Challenges Accomplished

1. Full blown ERP is implements in 5 months span with 15+ core team members

2. Successful multi location coordination between LTI, MTI, BW Ithaca & CAMS

3. Core team engaged in process discussions despite other commitments

4. Many new processes and modules are implemented

5. Execution of multi level BOM as a part of Product costing/Mfg Accounting

6. …


Next Steps…

1. Complete project closure report

2. Multi functional printer purchase

3. Minor customizations based on user group need

4. Establish trouble shooting register to record all the issues


Open for Discussion


Thank you

mti-j d edwards project closure...

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