1. Organizational Behavior Modification (OB Mod): Effectiveness Influencer
Presented by:
Dr. Jan I Fox, Marshall University
Digi D Edwards, Management Consultant, Principal, EllucianTM
April 6, 2014
Session ID 1718

2. Session Rules of Etiquette
Please turn off your cell phone/pager
If you must leave the session early, please do so as discreetly as possible
Please avoid side conversation during the session
Thank you for your cooperation!

3. Introduction
The presentation will outline key organizational change management behaviors, processes, planning and training that are required for a successful progression of an ERP project.
Attendees will benefit from lessons learned in change management from one of the first Banner implementations and the required institutional behaviors that are necessary to achieve the benefit of an evolving ERP platform and product.

4. AGENDA 6 5 4 3 2 1 Next Implementation Challenges Strategies
Organizational Change Issues 1
Institutional Growing Pains

5. Marshall University Overview
Public Higher Education institution founded in 1837 located in Huntington, WV.
@14,000 Students (HC) with multiple campuses
Merged with other institutions and removed a community college
Implemented Banner SIS in 1987, Human Resources, Finance and Alumni in 1998.
Portal in 2000 and change in 2013
Cognos Warehouse in 2011, ellucian Enrollment and Retention Performance in 2012

6. Unified Digital Campus
A “Digital Campus Platform” (DCP) provides all of the critical elements for creating and unifying a digital campus, and all the constituents therein
The MU Portal is called MyMU
It was first installed in 2000 and currently integrated student , online course delivery, calendar, existing SCT Banner self-service products like Banner Student and Financial Aid

7. AGENDA 6 5 4 3 2 1 Next Implementation Challenges Strategies
Organizational Change Issues 1
Institutional Growing Pains

8. Institutional Growing Pains
Growing Pains of an Organization lead to the need for Organization Behavioral Modification
Increase in size
Resources (scarcity and surplus)
Goals and Objectives Change
Institutional Competition on Enrollment
Strategic Goals

9. Phases of Growth (Larry Greiner)

10. AGENDA 6 5 4 3 2 1 Next Implementation Challenges Strategies
Organizational Change Issues 1
Institutional Growing Pains

11. Organizational Change Issues
Cultural – behavior modification (psychological aspect)
Structural – routines of the organization
Political – leadership influence
Strategic – visions aligned with mission/timing of change

12. External and Internal Change Factors
Reduction is state appropriations
Incorporation of Marshall Research Corporation (MURC) into the university Business processes
State level new ERP WVOASIS
New agreement with INTO International Partnerships
Revitalized of executive commitment
Data warehouse

13. Executive Leadership Changes Over Banner Deployment
MU Leadership Changes
President’s 8
CFO’s 3
CAA’s
CHO’s
CIO’s 1
Executive Leadership Changes Over Banner Deployment

14. Support Structure Issues
Marshall University Information Technology Enterprise Systems provides the central support for the core ERP systems and software.
Functional areas have their own technical support staff.
Functional technical support staff have no reporting to central IT
Issues with management, and ongoing technical training

15. Change Management Governance

16. AGENDA 6 5 4 3 2 1 Next Implementation Challenges Strategies
Organizational Change Issues 1
Institutional Growing Pains

17. Strategies
Organization Change – what are the strategies supporting the change
Where is change being sanctioned (leaders/employees)
What are the goals? Are they defined?
Are the goals of the change two-fold – short/long term
Will changes be sporadic or consistent?
Will the change stabilize the environmental structure

18. Process Review External Consultants
Gap Analysis
Process Review
Recommendations
Safety Net for Functional Areas
Get key executives to committee to a process review, improvement method and timeline for change
Hold each person accountable

19. Data and Information Data Quality
Get it right first time and keep it right
Data Definitions
Archiving and purging policy that works
Ensure users have regular and effective housekeeping routine
Define data stewards in each functional area and hold them accountable

20. AGENDA 6 5 4 3 2 1 Next Implementation Challenges Strategies
Organizational Change Issues 1
Institutional Growing Pains

21. What are the Challenges?
Lack of Accountability
Technical Expertise is Functional Units
Independent Business Units Politics
Business Process Issues
Data Quality Issues
Role Definition Issues

22. Change Resisters Jeopardizes Success
Supporters
Resisters

23. AGENDA 6 5 4 3 2 1 Next Implementation Challenges Strategies
Organizational Change Issues 1
Institutional Growing Pains

24. How Will Change be Implemented?
Process Improvement Team (PITs) approved by the cabinet
Weekly meeting of the PITs (CIO, CHO, CFF, CPO and selected support staff)
Cabinet updates on progress of PITs
Part of the university 2020 Plan
4a Process Improvement
Session ID 1718

26. AGENDA 6 5 4 3 2 1 Next Implementation Challenges Strategies
Organizational Change Issues 1
Institutional Growing Pains

27. Next Steps Continue working through the consultant recommendations
Continue open communication
Implement accountability measures and requirements in all units.
Implement Key Performance Indicators for the ERP
Continue improving workflows

28. Summary ERP are more than the best hardware and software
People and processes are key to ongoing success of the project
Quality and Accountability are key
Organizational Behavior Modification will need to be incorporated into your plans

29. Questions & Answers

30. © 2014 Ellucian. All rights reserved.
Thank You!
Presenter Name Dr. Jan I Fox, Senior VP for IT/CIO, Marshall University Digi D Edwards, Management Consultant, Principal, EllucianTM Please complete the online session evaluation form Session ID 1718 .
© 2014 Ellucian. All rights reserved.