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Domain 6:  Process Tina Phillips, Deloitte Consulting LLP Steve Mooney, Salesforce.com Global Services Global Enterprise Best Practices
Safe Harbor Statement ,[object Object],[object Object],[object Object],[object Object]
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Steve Mooney Engagement Manager [email_address]
So You’re Thinking of Going Global… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Consider Your Implementation Approach ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Consider the Stages of Adoption
Encouraging Adoption ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Why Define & Reinforce Processes? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Myths of Business Process Redesign (BPR) ,[object Object],[object Object],[object Object],[object Object],Davenport, T.H. (1994 July). "Reengineering: Business Change of Mythic Proportions?"  MIS Quarterly ,
Some BPR Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],From “Ten Secrets for Creating a Customer-Centric Enterprise “ Gartner RAS Core Research Note G00136913, Scott D. Nelson, 22 December 2005.
Recommended BPR Approach Client Input & Participation KEY OBJECTIVES KEY DELIVERABLES/OUTPUT ,[object Object],[object Object],[object Object],Develop Business Vision  and Process Objectives ,[object Object],[object Object],[object Object],Identify the  Processes to  be Redesigned Understand and Measure the Existing Processes  Identify IT Levers Design and Build Prototype of New Processes  ,[object Object],Davenport, T.H. & Short, J.E. (1990 Summer). "The New Industrial Engineering: Information Technology and Business Process Redesign,"  Sloan Management Review ,   ,[object Object],[object Object],[object Object],[object Object],[object Object]
Process Redesign with Salesforce.com ,[object Object],[object Object],[object Object],[object Object]
How do we structure our salesforce.com deployment to drive process change on a global scale?
Tina Phillips Principal [email_address]
All About Deloitte ,[object Object],[object Object],[object Object],[object Object],[object Object],Deloitte Consulting LLP is one of the world’s leading consulting services firms with a focus on business strategy, operations, technology, and human resource planning.  We bring together a unique experience, scale, and capabilities to help clients address their most complex business problems
Global Deployment– Key Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Global Deployment Framework provides five key dimensions to guide your successful salesforce.com global implementation Global Deployment Framework Prerequisites Planning Business Case Application Support Change Management Training Deploy-ment Center of Excellence  (COE)
Process and applications options ,[object Object],[object Object],[object Object],Option 1:  Common processes & independent technology ,[object Object],[object Object],[object Object],[object Object],Option 3:  Dynamic kernel + local additions ,[object Object],[object Object],[object Object],Option 2: “Starter Kit’ and local deployment Multi-country Requirements Sys.1 Sys.2 Sys.4 Sys.3 Req. Development Center / Change Authority Kernel Kernel Kernel Kernel Kernel Represent individual functionalities Kernel Kernel Kernel Kernel Kernel Development Center
Key Aspects of localizing the kernel ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Change Management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Training Options Option 1:  Central training development and delivery Option 2:  Local training development and delivery Option 3:  Central development with Local adaptation & delivery ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],A B D C Countries A D C B Countries Localization in the countries
Global training media  Live Collaboration Video Conferencing Virtual Classroom Learning Portal Web Conferencing Multimedia CBT / CD ROM Salesforce.com CBT’s and classroom delivery
Deployment options Option 1:  Sequential roll-out Option 2:  Parallel roll-out Option 3:  Interlocked roll-out ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Support Options ,[object Object],Option 1:  Centralized support ,[object Object],Option 2:  Localized support ,[object Object],[object Object],Option 3:  Combined local & central Countries A D C B Countries A D C B Central B D A C Countries Unlimited Edition customers leverage Salesforce.com Premier Support with Administration to guide and centralize Application modifications
The Center of Excellence (COE) is the ‘center of the universe’ for a successful global project Global Deployment Framework Prerequisites Planning Business Case Application Support Change Management Training Deploy-ment Center  of Excellence  (COE)
COE Management – - - – – Design Authority Change & Training Knowledge Management Support ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Vendor Management ,[object Object],Governance ,[object Object]
Sample – Global Implementation Approach – - - – – Phase 1:  Plan & Prepare Transition COE Management   Design Authority Country Readiness Governance Regional Strategy Phase 2:  Roll-Out Phase 3:  Support Support Ramp-up Project Personnel COE Staff SLAs Solution Centre Support and  Maintenance Escalation Framework Configuration Mgmt. Testing & Release Management Localize Test Deploy Manage Roll-Outs Languages Training Imaging Interfaces Data Country  Roll-Out Plan Roll-Out  Organization EXT. ENTID. INT. ENTID. INT. ENTID. INT. ENTID. INT. ENTID. INT. ENTID. EXT. S.I. APPL. S.I. APPL. ENTID. EXT. ENTID. EXT. ENTID. INT. ENTID. INT. ENTID. INT. ENTID. INT. ENTID. INT. ENTID. EXT. S.I. APPL. S.I. APPL. Return to Previous Level Develop Portfolio Strategy and Product Concept Propose and Evaluate Product Concept Return Concept to Originator Define Research Requirements Concept Continue? Develop Product Proposal Assess Product Proposal Revise Product Proposal Proposal Continue? Develop Product Business Plan Develop Service Business Plan Perform Manufacturing Impact Assessment Update Aggregate Product Plan Approve Aggregate Business Plan D-170 Define Marketing and Sales Plan (Customer Requirements) Archive Lesson’s Learned Documentation Revise Product Business Plan? Plan Approved? Publish Business Plan Information Yes No No Yes Yes No Monitor/Manage Product Programs Schedule/Initiate New Product Program C-020 Manage Service Delivery L-010 Develop Logistics Strategy D-190 Develop and Design Products D-200 Develop and Design Services D-210 Develop and Design Processes MB-060 Plan the Business D-170 Define Marketing and Sales Plan (Customer Requirements) DS-020 Support Product Costing No Yes Validated Deployment Process Map SUB PROCESS SUB PROC SUB PROC SUB PROC SUB PROC SUB PROC SUB PROC SUB PROC APPLICATION APPLICATION APPLICATION APPLICATION APPLICATION APPLICATION APPLICATION APPLICATION AC AC AC IT SOLUTION IT SOLUTION SIEBEL SOLUTION IDENTIFIED  THE EFFORT  – HIGH,  – MEDIUM,  GREEN  - LOW – – HIGH,  HIGH,  – – MEDIUM,  MEDIUM,  - - LOW IT SOLUTION IT SOLUTION SIEBEL SOLUTION IDENTIFIED  THE EFFORT  HIGH,  MEDIUM,  GREEN  - LOW – – HIGH,  HIGH,  – – MEDIUM,  MEDIUM,  LOW LOW – – – – SUB PROCESS SUB PROC SUB PROC SUB PROC SUB PROC SUB PROC SUB PROC SUB PROC APPLICATION APPLICATION APPLICATION APPLICATION APPLICATION APPLICATION APPLICATION APPLICATION AC AC AC IT SOLUTION IT SOLUTION SIEBEL SOLUTION IDENTIFIED  THE EFFORT  – HIGH,  – MEDIUM,  GREEN  - LOW – – HIGH,  HIGH,  – – MEDIUM,  MEDIUM,  - - LOW IT SOLUTION IT SOLUTION SIEBEL SOLUTION IDENTIFIED  THE EFFORT  HIGH,  MEDIUM,  GREEN  - LOW – – HIGH,  HIGH,  – – MEDIUM,  MEDIUM,  LOW LOW – – – – Localization Analysis Prepare Kernel for Adaptation Validated Deployment Toolkit  Steering Group Prepare Deployment Toolkit
Tina Phillips Principal, Deloitte Consulting QUESTION & ANSWER SESSION Steve Mooney Engagement Manager, Salesforce.com Global Services

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B P G010 Mooney 091907

  • 1. Domain 6: Process Tina Phillips, Deloitte Consulting LLP Steve Mooney, Salesforce.com Global Services Global Enterprise Best Practices
  • 2.
  • 3.
  • 4. Steve Mooney Engagement Manager [email_address]
  • 5.
  • 6.
  • 7. Consider the Stages of Adoption
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14. How do we structure our salesforce.com deployment to drive process change on a global scale?
  • 15. Tina Phillips Principal [email_address]
  • 16.
  • 17.
  • 18. The Global Deployment Framework provides five key dimensions to guide your successful salesforce.com global implementation Global Deployment Framework Prerequisites Planning Business Case Application Support Change Management Training Deploy-ment Center of Excellence (COE)
  • 19.
  • 20.
  • 21.
  • 22.
  • 23. Global training media Live Collaboration Video Conferencing Virtual Classroom Learning Portal Web Conferencing Multimedia CBT / CD ROM Salesforce.com CBT’s and classroom delivery
  • 24.
  • 25.
  • 26. The Center of Excellence (COE) is the ‘center of the universe’ for a successful global project Global Deployment Framework Prerequisites Planning Business Case Application Support Change Management Training Deploy-ment Center of Excellence (COE)
  • 27.
  • 28. Sample – Global Implementation Approach – - - – – Phase 1: Plan & Prepare Transition COE Management Design Authority Country Readiness Governance Regional Strategy Phase 2: Roll-Out Phase 3: Support Support Ramp-up Project Personnel COE Staff SLAs Solution Centre Support and Maintenance Escalation Framework Configuration Mgmt. Testing & Release Management Localize Test Deploy Manage Roll-Outs Languages Training Imaging Interfaces Data Country Roll-Out Plan Roll-Out Organization EXT. ENTID. INT. ENTID. INT. ENTID. INT. ENTID. INT. ENTID. INT. ENTID. EXT. S.I. APPL. S.I. APPL. ENTID. EXT. ENTID. EXT. ENTID. INT. ENTID. INT. ENTID. INT. ENTID. INT. ENTID. INT. ENTID. EXT. S.I. APPL. S.I. APPL. Return to Previous Level Develop Portfolio Strategy and Product Concept Propose and Evaluate Product Concept Return Concept to Originator Define Research Requirements Concept Continue? Develop Product Proposal Assess Product Proposal Revise Product Proposal Proposal Continue? Develop Product Business Plan Develop Service Business Plan Perform Manufacturing Impact Assessment Update Aggregate Product Plan Approve Aggregate Business Plan D-170 Define Marketing and Sales Plan (Customer Requirements) Archive Lesson’s Learned Documentation Revise Product Business Plan? Plan Approved? Publish Business Plan Information Yes No No Yes Yes No Monitor/Manage Product Programs Schedule/Initiate New Product Program C-020 Manage Service Delivery L-010 Develop Logistics Strategy D-190 Develop and Design Products D-200 Develop and Design Services D-210 Develop and Design Processes MB-060 Plan the Business D-170 Define Marketing and Sales Plan (Customer Requirements) DS-020 Support Product Costing No Yes Validated Deployment Process Map SUB PROCESS SUB PROC SUB PROC SUB PROC SUB PROC SUB PROC SUB PROC SUB PROC APPLICATION APPLICATION APPLICATION APPLICATION APPLICATION APPLICATION APPLICATION APPLICATION AC AC AC IT SOLUTION IT SOLUTION SIEBEL SOLUTION IDENTIFIED THE EFFORT – HIGH, – MEDIUM, GREEN - LOW – – HIGH, HIGH, – – MEDIUM, MEDIUM, - - LOW IT SOLUTION IT SOLUTION SIEBEL SOLUTION IDENTIFIED THE EFFORT HIGH, MEDIUM, GREEN - LOW – – HIGH, HIGH, – – MEDIUM, MEDIUM, LOW LOW – – – – SUB PROCESS SUB PROC SUB PROC SUB PROC SUB PROC SUB PROC SUB PROC SUB PROC APPLICATION APPLICATION APPLICATION APPLICATION APPLICATION APPLICATION APPLICATION APPLICATION AC AC AC IT SOLUTION IT SOLUTION SIEBEL SOLUTION IDENTIFIED THE EFFORT – HIGH, – MEDIUM, GREEN - LOW – – HIGH, HIGH, – – MEDIUM, MEDIUM, - - LOW IT SOLUTION IT SOLUTION SIEBEL SOLUTION IDENTIFIED THE EFFORT HIGH, MEDIUM, GREEN - LOW – – HIGH, HIGH, – – MEDIUM, MEDIUM, LOW LOW – – – – Localization Analysis Prepare Kernel for Adaptation Validated Deployment Toolkit Steering Group Prepare Deployment Toolkit
  • 29. Tina Phillips Principal, Deloitte Consulting QUESTION & ANSWER SESSION Steve Mooney Engagement Manager, Salesforce.com Global Services