How project managers conduct research in ERP imple

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How does the project manager carry out research in the implementation of enterprise ERP?

before carrying out the specific online work of ERP project, it is necessary to further understand the actual situation of the project on the basis of the handover work such as the early project startup, which usually requires project research. Project research is an effective means to know the enterprise. Through research, we can have a deeper understanding of the enterprise and reduce the obstacles as much as possible for the implementation in the future. In the process of research, we will further contact from the business level and personnel relations level:

(1) have a deeper understanding of the overall situation of the enterprise. For example, the background of the enterprise, production characteristics, personnel quality, personnel cooperation degree and so on. Understanding the basic situation of the enterprise can facilitate the software project manager to formulate the correct implementation strategy and guide the project to complete according to the established objectives

(2) have a clearer understanding of the business of the enterprise. The pre-sales research in the early stage is not very detailed, usually a long time ago, and with the replacement of personnel and the change of actual business conditions, it is also necessary to further understand the actual business conditions of the enterprise

(3) you can understand the personnel and responsibilities of various positions in the enterprise on this opportunity. During the investigation, the two sides will continue to communicate, and the personnel of the implementation party and the personnel of the enterprise will further understand. At the same time, we can understand the actual responsibilities of enterprise personnel and some potential cultures of the enterprise through research, so as to avoid creating too much resistance in the future work process

(4) the process of research can also communicate with some key users about the processing mode of specific business. There are often some differences between the needs of business personnel and the plans envisioned by the implementers. Some obvious differences can be found through the communication in the research process. For the differences between requirements and design schemes, after analysis and summary, if it is really the problem of the design scheme, it can be communicated as soon as possible, and the latter refers to a mixed state of friction with boundary friction and fluid friction at the same time, and the design scheme can be adjusted accordingly. If it is the problem of the user's business mode, or the process content that needs to be optimized, it can be coordinated and communicated with the user to avoid excessive resistance in the online process

(5) understand the problems expected to be solved by the enterprise for the implementation priorities of the project during equipment installation and commissioning. The implementation of the project is to meet the established needs, and the problems expected to be solved by the enterprise should be solved as key problems

the project research work includes many contents and forms. Generally, on the other hand, the specific business process includes the distribution of research materials, on-site Q & A and specific details communication

the project data can be distributed during the project start-up process, and this process can also be put in advance before the project start-up. The specific need to communicate with the project leader

the content of the project research data covers all aspects of the enterprise operation and management process, and generally includes the following aspects

first, the overview of the enterprise. It is necessary to have an in-depth understanding of the general situation of the enterprise through research, including the nature of the enterprise, the industry it is engaged in, the products it produces, the production process, the management status of the management department, the management status of the production department, the generally reflected enterprise management problems, etc., so as to grasp the situation of the enterprise of the whole project from a macro perspective, so as to adopt different implementation strategies for different types of enterprises. For some implementation companies, there is a complete set of implementation methods, but they still need to be used flexibly according to the actual situation in practice

second, the current situation of specific business processes. We need to understand the current situation of the enterprise's current business processes through the project research process, so as to further analyze the existing processes, and further integrate and optimize them. In the process of process optimization in the later stage of the project, we need to carry out comprehensive optimization and integration in combination with the actual situation of the enterprise, and solve the problems in the actual business processing process from the perspective of business process

third, understand the needs of personnel at all levels for the project. Generally speaking, the project serves the enterprise as a whole, but in the process of implementation, it also needs to take into account some needs of personnel at all levels of the enterprise, and communicate in a timely manner to avoid a large difference between the satisfaction of needs and expectations, which will affect the implementation effect. After all, a project with poor response from personnel at all levels is difficult to evaluate as a truly successful project. In addition, the needs of personnel at all levels of the customer need to be carefully analyzed. Some needs are contrary to the objectives of the project implementation, or are unreasonable. It is necessary to coordinate with the project leader of the customer to seriously communicate

how ERP software project managers conduct project research

for different implementation companies, the style of research materials is also different, and the research materials need to determine the mode according to the specific situation, such as question and answer, open, hybrid, etc

the first method is questionnaire, that is, to list a series of questions for business personnel to answer. The advantage of this kind of research data is that it can design questions in detail as much as possible for some business points that you are concerned about, and it is simple to sort out each business point. The disadvantage is that business personnel are easy to have an aversion, which is a little similar to making test papers, and business personnel can't systematically explain some questions

the second method is open. At the beginning, an example is generally cited, and then the business personnel fill in the business status of the position with reference to the example. The advantage of this method is that the business personnel can write according to their familiar process, and the idea is relatively clear. The disadvantage is that the content written by the user is not controlled, and there will be no excessive explanation of some details

the third method is the hybrid method, which is the combination of the above two methods, that is, a part of the questionnaire type, mainly for some specific detailed questions to be answered by business personnel one by one, and for some processes to be written by business personnel in an open manner

the above three methods have their own advantages and disadvantages, which need to be adopted according to different project situations. The main reference factors include the understanding of the early stage of the project, the quality and cooperation degree of the project personnel, the detail degree of the later stage research of the project, the level and structure of the implementation personnel of the reference research, etc. If you plan to understand the specific business problems in detail in the later stage, you can use the open mode to understand the general process of the enterprise through the research data. For some businesses you are concerned about, there is a preliminary (6) the understanding of cutting rectangular tension and zigzag sample steps from the length of angle steel and B-shaped steel legs and 1/3 of the waist height of T-shaped steel and spherical flat steel. In the process of research, you can have a deep understanding. This method causes less disgust to business personnel. No matter what method is adopted, all business departments need to be able to truthfully respond to the needs of their own departments, so that the implementation of the project can achieve the expected results and avoid the wrong direction of project implementation. As a project manager, we need to focus on the needs and avoid exceeding the content of the contract

after the completion of the project research, according to the needs of the project, the project team is responsible for drafting an overall business solution or demand analysis report of the project, determining the objectives to be achieved by the implementation work of both parties and the basic solution ideas. The specific implementation will be supported by the business plan for specific business in the subsequent implementation process. If the project is small or unnecessary, it can not be used. In the process of drafting the solution, it is necessary to strictly comply with the requirements of the original contract and relevant technical agreements to avoid artificially expanding the scope of implementation

in the project research stage, the resources that the software project manager needs to manage include: implementation consultants, heads of business departments and key users of the enterprise, senior managers of the enterprise, project leaders of the enterprise, etc

in the project research stage, the project manager mainly needs to achieve two purposes: first, to understand the actual existing needs of the enterprise as the guidance of the whole implementation work; Second, the confirmation of effective control needs does not exceed the scope of the original contract or technical agreement. (end)

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