1. Please use the following two slides as a template for your presentation at NES. How to Make Integrating New Businesses Hurt Less Marlene Lynn, CPPM CF BAE Systems Julie Feldman, CPPS Sunflower Systems

2. Learning Objectives We will discuss areas that need to be addressed when contemplating the integration of new businesses into your Asset Management System. –How to plan and carry out any changes to your Asset Management System –Corporate Culture –Training –Communication recommendations

3. Asset Management System Changes When additional programs are added to your asset management system, you may –Update the system processes –Change configuration values –Migrate program data

4. Asset Management System Changes Regardless of the extent of changes, the following stages should be followed PlanPrepareAnalyzeTestDeploy

5. Planning How long do you think this will take? When are you going to do this? What else might affect the timing?

6. Preparation Develop an implementation plan –Identify resources needed –Set up your timetable Develop a cutover plan –Determine how and when you want to move to new system

7. Analysis and Development Identify procedure and business rule changes necessary Identify the data cleanup required Identify reporting requirements and how they will be addressed Identify impacts to existing users

8. Testing Create a test plan –Data Migration –New Business Process Testing –Regression Testing Set up test scenarios and samples Test everything in the Test Database first

9. Deployment Timing Communication Help Desk Procedure and Business Rule enforcement Post-production support

10. Lessons Learned Post-Mortem –What worked well? –What didn’t? –Is there anything else we need to do?

11. Dealing With Corporate Culture Getting the organization ready for the changes –Try to understand what impact the corporate culture will have on the implementation and address it Management Support Employee Buy-In

12. Training Business Rule changes – Identify these and address them as soon as possible Training manual – Do you need to adjust your existing manual or are you going to create a new one? How training is presented – Select the method you will use to train your employees –Classes –On-on-one instruction –Webinars Develop the appropriate training materials Set up training

13. Communication  Who do you need to communicate with? Internal - Asset Management Group External - Other affected employees Customers

14. Communication What media will you use to communicate about the changes to your system? –E-mails –Written materials –Webinars –Videos Use different media for different groups Multiple communications

15. QUESTIONS