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

2、ll work on the project?Section 5Project Timing.How long will it take?Section 6Project Costs.How much will it cost?Section 7Arthur Andersen.Why Arthur Andersen?Section 8Project Resources.What are the qualifications of our team?1 1999 Arthur Andersen, Andersen Worldwide SC. All rights reserved.Our Und

3、erstanding of Your NeedsSection 1: IntroductionGoalPlaskolites overall goal is to evaluate and select an integrated customer service, distribution, manufacturing and financial software package that best supports your business information needs.Project ObjectivesTo help achieve this goal, Plaskolite

4、would like a Arthur Andersen to assist 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 Identify process improvement opportunitiesResearch and identify viable software candidate

5、sObjectively facilitate the evaluation of the most appropriate software alternativesDefine appropriate technical architecture Assist with vendor negotiationsPlan the software implementation at a high level2 1999 Arthur Andersen, Andersen Worldwide SC. All rights reserved.Our Understanding of Your Ne

6、edsSection 1: IntroductionThe key deliverables to meet your objectives for this phase of theproject will be:DeliverablesHigh level business process maps Process Improvement OpportunitiesSoftware requirements and “knock-out” criteria Functional Technical VendorList of potential software candidates Ve

7、ndor demonstration scripts Software selection recommendationSoftware, hardware and services cost estimates High-level implementation planOrganizational impact assessment3 1999 Arthur Andersen, Andersen Worldwide SC. All rights reserved.Our PerspectiveSection 2: Project OverviewOur local experience w

8、ith 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 practice. Below is a list of some of our recent engagements in Ohio.Our Local Man

9、ufacturing ExperienceArthur 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.4 1999 Arthur Andersen, Andersen Worldwide SC. All rights reserved.Company De

10、scriptionSoftware Selection ImplementationBaaNJD EdwardsJBAOraclePeopleSoftQAD Mfg/ProSAP SS SSA - BPCSSymixPowdered Metals Mfg. Plastic Products Mfg. Packaging Products Mfg. Process Mfg.Capital Equipment Mfg. Kitchen Appliance Mfg.Automotive Supplier Automotive Supplier Consumer Products Mfg. Autom

11、otive Supplier Lighting Products Mfg Personal Products Mfg. Cleaning Products Mfg. Process Mfg.Building Products Mfg.Veterinary Products Distributor Electrical Products Mfg.Process Mfg.Concrete Mfg.Automotive Supplier Telecommunications Co. Data Services Company Food Products MfgAutomotive Supplier

12、Automotive Supplier Office Products Mfg. Automotive Supplier Automotive Supplier Automotive SupplierTelecommunications Equipment Mfg. Steel Wire Mfg.Plastics Products Manufacturer Automotive SupplierElectrical & Industrial Wire Mfg. Food Products MfgAnodized Products Mfg. Concrete Mfg.High Tech Mfg.

13、 Custom Products Mfg. Custom Products Mfg. Automotive SupplierConsumer Products Mfg.What Our Software Vendor Alliances MeanSection 2:Project OverviewArthur Andersen does not sell software or receive any financial incentives from integrated software package vendors. However, we do maintain alliance p

14、rograms with the leading software providers in the market. The purpose of these alliances is to establish a team of qualified personnel from the vendor and Arthur Andersen who can effectively serve clients by delivering integrated solutions to improve business performance.Alliance agreements typical

15、ly provide the following: Arthur Andersen can sub-contract programming services at a discounted price Arthur Andersen receives discounted training for its professionals Arthur Andersen has access to software, product support and other resourcesBy strategically aligning themselves with Arthur Anderse

16、n, key software vendors can focus on their core businesses - product development, training and support.Arthur 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 know

17、ledge we have gained in this area, Arthur Andersen has also formed a Competency Center of qualified professionals with deep expertise in packaged software implementations. Through an on- line software database, this center promotes information sharing among Arthur Andersen professionals on alliance

18、products and projects on a global basis.SSA5 1999 Arthur Andersen, Andersen Worldwide SC. All rights reserved.Our Perspective - CollaborationSection 2: Project OverviewFacilitative, Teaming ApproachWe believe true business change can only be sustained by Plaskolite team members. We will serve as “Ch

19、ange Agents” challenging and partnering with Plaskolite during all phases of the project.We take a facilitative 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 w

20、ork with you as a business partner in this endeavor, taking your agenda as our own, and seeing the project through to a successful completion.Hired Experts Industry Expertise Best Practices/Process Skills Software Expertise Knowledge CapitalPlaskoliteTypical Approach:Outsiders “drive”the solutionExp

21、erienceOur Approach: We create an environment that enables you to develop deep skills and the final solutionArthur Andersen Industry Expertise Best Practices/Process Skills Software Expertise Knowledge CapitalPlaskoliteExperience6 1999 Arthur Andersen, Andersen Worldwide SC. All rights reserved.Our

22、Perspective - Business IntegrationSection 2: Project OverviewHolistic Business Integration ApproachImplementation of any significant change requires the integration of strategy, business processes, people, and information technology. Application software must be evaluated within the context of this

23、business integration concept to have relevance.What focusWhat core activities What geographical areas How to: Organize internally Achieve synergy Capitalize on strengths How to: Transfer/improve skills Speed up actions Flatten structures Empower individuals Improve service Leverage knowledge capital

24、 How to: Enable business change Migrate to better solutions Focus on core activities and people Capitalize on/share best practices Integrate information across functions Centrally monitor a decentralized business How to: Simplify/eliminate Do things more quickly Reduce costs Decentralize decisions C

25、apitalize on technology Restructure relationships7 1999 Arthur Andersen, Andersen Worldwide SC. All rights reserved.Our Perspective - Knowledge Sharing ToolsSection 2: Project OverviewLeveraging our Firms global information sharing network is keyduring software evaluation projects.Arthur Andersen Se

26、lection ToolsAndersen Firm-wide ExperienceEngagement Team Software Expertise Industry ExpertiseManufacturing Industry ProgramThird Party Information Sources The Gartner-Group Advanced Manufacturing Research Inc. (AMR) Computer SelectDATAPROIndustry PublicationsPackage Software Competency CenterMetho

27、dologies Selection Matrices Research & Evaluations Resource ClearinghouseFinalistsAndersen Knowledge Sharing ToolsLotus NotesAA On-line - Andersens Global Information Sharing Network Global Best Practices Knowledge Base (Intranet) KnowledgeSpaceSM (Intranet)8 1999 Arthur Andersen, Andersen Worldwide

28、 SC. All rights reserved.Project Approach - Evaluation ComponentsSection 2: Project OverviewDuring the software evaluation process, the field of potential software solutions is quickly narrowed to two. These two vendors demonstrate their products and are evaluated by the selection team. The final pr

29、oduct is selected based on the demonstration results, contract considerations, and further analysis as described below.Arthur Andersen Firm-wide KnowledgeVendor ViabilityIndustry InsightMarket ResearchHigh Level Knock-out Criteria & Preliminary Screening(Arthur Andersen)Detailed Knock-out Criteria,

30、Company size, Market Presence, AA Insight (Plaskolite and Arthur Andersen)The vendors execute the scripts during their demonstrations; 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 A

31、ndersen facilitates a discussion to share the scoring results and reach a consensus on strengths and weaknesses.RFI responses, screening interviews2 FinalistsFunctional FitSoftware demonstrations, reference checks, negotiations, andCost / Benefit Analysis (Plaskolite & Arthur Andersen)The demonstrat

32、ion results are only one component (although the most important component) of the final selection criteria.References & Site VisitsFinal SelectionPricing & NegotiationsVendor ViabilityImplementation CostsTechnology Use & Vision9 1999 Arthur Andersen, Andersen Worldwide SC. All rights reserved.3-5 Ca

33、ndidates15+ CandidatesAll Software CandidatesSoftware Evaluation - Lessons LearnedSection 2: Project OverviewFacilitative ApproachOur approach works to complement the business knowledge of Plaskolite with the industry knowledge, technical expertise, and “best practice” work of Arthur Andersen. A pac

34、kage 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 package will meet every perceived need and that perceptions must change. Sell the idea tha

35、t 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 accordingly. Ensure references are in similar industries with similar volumes and are using th

36、e 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 initiatives; however, these projects are critical to establishing a solid foundation to suppo

37、rt future strategic initiatives.Manage ExpectationsUse “knock-out” criteria to quickly 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.The Short ListSome gaps will be id

38、entified during the selection process, but it isnt until the Business Process Simulation (BPS) phase of the project that all gaps are known. Packaged software vendors incorporate industry-wide best practices from their customer base into their software. During BPS, each Plaskolite business scenario

39、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 approach. We recommend a “no-mod” policy, this is achieved by executing these newly aligned business processes in the software. But unless Plask

40、olite management is willing to support this approach, this goal will not be achieved and modifications will be required.Gaps Between Business Requirements and Software Capabilities 10 1999 Arthur Andersen, Andersen Worldwide SC. All rights reserved.Project Scope & ApproachSection 3: Project Approach

41、Arthur Andersens packaged software methodology framework consists of 6 major phases while emphasizing an aggressive program of project management and change enablement. This proposal addresses the first 3 phases of work. At the completion of these phases, we will take a checkpoint with Plaskolites m

42、anagement to determine Arthur Andersens involvement with future phases of work.Software Selection and Implementation“Construct and roll-out thesolution.”“How will we use the tools?”“Stabilize and prioritize.”“Where do we want to be?”“What tools will we use?”“How will we get there?” StrategyDesign &S

43、oftwareSupport & PeopleRequirementsImplementationBusinessEvaluation &Implementation ContinuousDefinitionPlanningProcess Simulation ProcessesTechnologySelectionImprovementSoftware SelectionSoftware Implementation Project Management and Change Enablement3-4 weeks5-6 weeks2 weeks3-4 months5-8 monthsOn-

44、going= within scope of this proposal= future phasesCheckpointCheckpointCheckpointCheckpointCheckpointThe scope of this project will be limited to the evaluation and selection of a single integrated software package.11 1999 Arthur Andersen, Andersen Worldwide SC. All rights reserved.Software Selectio

45、n OverviewSection 3:Project ApproachWe have a proven methodology and approach to software evaluation and selection. Throughout this approach, business requirements are balanced with system functionality to maximize business opportunities and benefits.REQUIREMENTS DEFINITIONSOFTWARE EVALUATION & SELE

46、CTIONIMPLEMENTATION PLANNINGIdentify ProcessDesign TechnicalImprovement OpportunitiesArchitectureDefine Business Scenarios & Conduct S/W DemosNegotiate and Complete Cost EstimateDevelop Preliminary Cost EstimateEvaluate Vendors and Choose FinalistResearch Software AlternativesFinalize & Obtain Appro

47、valReview Current State Strategy Processes Organization TechnologyIdentify Requirements & “Knock-out “Plan the ImplementationCriteria Functional Technical VendorCheckpointCheckpoint12 1999 Arthur Andersen, Andersen Worldwide SC. All rights reserved.Project Approach - Requirements DefinitionSection 3

48、: Project ApproachThe purpose of this phase is to gather business requirements and document business processes. This is accomplished through our facilitative consulting style. We work with the selection team to ensure an appropriate understanding of the current state and cooperatively craft Plaskoli

49、tes “to-be” business process vision.Checkpoin tCheckpointKey TasksKey DeliverablesHigh level process mapsGlobal Best PracticeSM Knowledgebase examples List of process improvement opportunities Prioritized software selection “knock-out” criteriaInitial list of software candidates through market resea

50、rch, industry insight, vendor viability, Arthur Andersen firm-wide knowledgeResponses to software selection “knock-out” criteria(Request for Information - RFI)Short list of software finalistsList of assumptions impacting cost estimate Preliminary cost estimatePlan the project and mobilize the “core”

51、 selection teamFacilitate group discussions and interviews with executives and key users Identify and map key business processesIdentify key customer and vendor business requirements, as well as functional and technical software requirementsReview Arthur Andersens Global Best PracticeSM Knowledgebas

52、e, examples of best practices, best companies, and performance measures by business processIdentify process improvement opportunitiesPrioritize the list of systems requirements from the interviews and process reviewsResearch software candidatesDevelop software selection “knock-out” criteria (functio

53、nal, technical, vendor) toshorten the list to a manageable number of contendersBegin discussions with the software finalists regarding proposed configuration and resource requirementsDevelop high level systems architectureDevelop preliminary estimate of hardware, software, training, and implementati

54、on costs and options13 1999 Arthur Andersen, Andersen Worldwide SC. All rights reserved.REQUIREMENTS DEFINITIONSOFTWARE & HARDWARE EVALUATION & SELECTIONIMPLEMENTATION PLANNINGProject Approach - Evaluation and SelectionSection 3: Project ApproachThe purpose of this phase is to ensure a fair and effective selection. It involves developing demonstration scripts and facilitating the software demos to ensure adherence to those scripts so a consistent comparison can be made. Initial gaps between requirements and software capabilities are identified and addressed. This phase enables the f