LOGO Method for System Implementation(LMSI)

INTRODUCTION

LOGO Business Solutions (LOGO) has developed LOGO Method for System Implementation, a systematic approach enabling effective implementation of its products. LMSI aims to increase the overall productivity of the enterprises that select LOGO products as their business information systems.

LOGO’s method is based on the accumulated expertise of implementation specialists who have been providing similar solutions across many industrial domains. Its knowledge-base helps the implementers to analyze the business processes of an enterprise in a systematic fashion and to configure the ideal solution for its specific case.

The purpose of this document is to provide answers for the following questions, and to make the objectives, scope and the strengths of LMSI clear:

What are the goals and the scope of LOGO Consultancy Services?

Why one needs an implementation project to start using a software product?

How to plan and run an implementation project?

What are the pitfalls to avoid in order to reach the desired results?

The scope of the methodology is described in Part1.  A review of critical success factors for an implementation project is also mentioned.

Part 2 provides detailed information on how LMSI consulting services are organized and managed: what comprises an implementation project team, what are the roles and the responsibilities involved.

The mode of cooperation with LOGO System Implementation Partners is described in Part 3.

Finally, Part 4 explains in detail, the phases of the system implementation process: preliminary analysis, when the customer requirements are elicited to define the scope of the consulting service; analysis, it is the first stage at which customer requirements are met at best;

design, when the system is designed and documented according to established customer requirements in the analysis stage; installation, when the system is configured as suggested by the design; and going live, when the system is put in daily use.

PART 1

LOGO CONSULTANCY SERVICES

Overview

It is often required to redesign the business processes of an enterprise to get the most productivity gains out of a new information system. Some of the productivity solutions aim to flatten the hierarchy creates organic, dynamic and flexible organizations with the support of information technologies. Systematic training, delegation, rewarding innovation, total quality management and reengineering are some other means of improving productivity. Software vendors usually cooperate with management consultants to implement these solutions,.

LOGO’s aim is to occupy the leader position in this cooperation. Consistent with this vision, LOGO has redefined its mission as "to be a provider of productivity and profitability solutions for enterprises by using  information technologies", and left the ”business automation” era behind. We aim to improve the productivity of our clients through effective collaboration of technology with our know-how.

Positioning itself as a "productivITy company", LOGO has developed the LOGO Method for SI (System Implementation) to implement its business application UNITY On Demand in the most effective way possible.

The approach embedded in the methodology starts searching for the “most effective solution” by carefully and thoroughly analyzing the client enterprise. This means analyzing the available and the to-be-acquired system components; the organizational structure; business processes; functional reporting and analysis requirements with particular emphasis on the financial transactions and the accounting system; and how various departments and sites need to be coordinated for a seamless integration of the business system.

Analyzing the enterprise and producing a conclusive “design” report is necessary but not sufficient to accomplish the requirements definition phase. The success of the project depends on the users’ validation, and ultimately, approval of the suggested solution.

To ensure success, the implementation methodology sets the following rules:

The users will know the goal, the scope and the work breakdown structure of the project,

The users will receive sufficient basic and on-the-job training,

The “right” solution will be sought through close collaboration with the users at each step of the project.

LOGO Method for System Implementation- LMSI

LMSI is developed to provide solutions for management information needs of an enterprise by using UNITY On Demand system.  The methodology is designed to develop the configuration that meets the current and the future needs of a company in the shortest time possible.

The foundation of the methodology is the accumulated know-how of LOGO specialists who have applied similar solutions in various domains. The LMSI Guide, which is the ultimate source explaining the corporate methodology, is made available for LOGO Implementation Specialists and LOGO Implementation Partners. The LMSI is updated periodically, both to reflect the advances of the subject software and to incorporate improvements identified by the developers of the methodology in the light of new field experience.

The coverage of the LMSI Guide is as follows:

Common to all software products:

Methodology Management

Consultancy Organization

Consultancy Management

Principles of the cooperation with LOGO Implementation Partners

Pre-implementation Process

Implementation Process

Post-implementation Process

Specific to software products:

Sales Methods and Tools

Implementation Methods and Tools

While performing their tasks, LOGO Implementation Specialists use standard method descriptions, forms, tables and checklists provided in the LMSI Guide. The data gathered and the solutions reached are presented in the Analysis Reports (SRS-Software Requirements Specifications) and in the Design Reports (SDD-Software Design Description). The clients are offered two alternatives: they may implement the solution with its own specialists by using the report, or they may use the services of LOGO Implementation Specialists.

The system definition steps of the Implementation Process are:

Organizational structure definitions

User and User Group definitions

System authorization definitions

UNITY On Demand implementation may involve a combination of the following business functions:

Material Management

Fixed Assets Management

Resources Management

Production Definitions

Production Control

Planning

Cost Accounting

Purchasing

Demands Management

Inspection

Sales and Distribution

Import

Export

Finance

General Ledger

Administration

Unity Human Resources

Employee Management

Payroll

Loan /Advance Management

Organizational Planning

Web Client

UImplementation services delivered for those functions are:

Process analysis and definition of transaction authorization

Defining function parameters

Defining master definition codes

Defining plan master definitions

Defining extension fields

Defining data authorization

Defining masks and columns for standard reports

Designing user-defined reports

Defining auxiliary codes for reporting needs

Designing special forms

Designing letters and labels

Setting data import and export parameters

Defining special functions

The cooperation with LOGO Implementation Partners allows the implementation project to cover hardware, management, and financial consultancy services in addition to the services listed above. The services to be provided in this category are:

Hardware selection

Installing local networks and data communication systems

Organizational design

Business Process Reengineering / Redesign

Operational audit

Quality management

Designing financial tables and reports

Accounting system design

Human resources management system design

Why Implementation Consultancy?

For most enterprises, "business automation" means another cost item for which the return on investment is uncertain. If you can not track inventory costs, financial loss or profit, cash flow etc. even when you are using sophisticated information systems, you may be asking to yourself: "What is the problem with our business automation? Our expectations are still not met!". The answer of LOGO is, "there is no problem in the business automation system, the problem is the insufficiency of business automation philosophy".

The quality of information extracted from an information system is directly related to the quality of data entered into the system. Establishing the status quo of the current system and carrying it over to a new system will not be sufficient to increase the productivity of an enterprise. Instead, one should be watching for new solutions, sometimes to the extent of reengineering.

The Total Solution approach is brought up to meet those needs. Total Solution means to provide full integration between material management, fixed assets management, resources management, production definitions, production control, planning, cost accounting, purchasing, demands management, inspection, sales and distribution, import, export, finance, general ledger, administration, unity human resources modules- employee management, payroll, loan /advance management, organizational planning, web client by analyzing the whole organization. Total Solution requires a systematic approach and analytical solutions. The LMSI defines the details of such a systematic approach and provides guidance throughout the implementation process.

Critical Success Factors

The most important critical success factor in implementation is the top management approval and support for the project. Everybody, including the top management, should trust and believe in the new system. The management will be tempted to use cost/benefit analysis to assess if the investment made for the new information system is the right one.  However, benefits to come from the new system can best be characterized by higher productivity, fewer problems and better control.

The essential point is, the new information system should meet the requirements of the client. The organic structure of the enterprise, its business goals and the industry it operates in must be considered while designing the information system.    

The data entering the system need to pass a verification test, which exerts a control on the quality of the output. Low quality data will directly affect the quality of the output, resulting in loss of trust in the system.

The users who are supposed to protect and develop the new system should accept it, and have trust in it. User training is an important issue in this context. Users should be helped to understand the conceptual framework of the system, and to know what to expect from the system besides operational use.

To summaries, for a successful implementation, it is imperative to maintain top management support and to use the know-how of the users.

A sound project organization and rigorous planning are basic ingredients for a successful project, in addition to the experience of the consultants who will take part in it. (Figure 1)

 

 

 

 

 

 

 

 

 

 

 

Figure 1. Critical Success Factors

PART 2

CONSULTANCY ORGANIZATION AND MANAGEMENT

Organizing the Project Teams

The range of activities, starting from the initial contact to the acceptance of the implementation by the client, form an Implementation Project. Implementation Project Teams are the units which provide the implementation consultancy services.

Each LMSI Project is carried out by an Implementation Project Team. This team is formed after establishing the goals and requirements of the customer in the preliminary analysis stage. An Implementation Project Team consists of an Account Manager, a Project Manager, one or more Implementation Specialists, Development Specialist, a Team Leader and a Project Auditor. Consultants from third party companies can be included in the team, if required.

The Account Manager is responsible for the legal, financial, and customer relations aspects of the project. The Account Manager cooperates with the Project Manager in monitoring the phases of the implementation, managing the crises and handling the additional requirements of the client. The Project Manager is in charge of the technical work, scheduling, cost control, quality assurance, and monitoring the information flow. The Team Leader is the responsible all the project cycle and employees. The Project Auditor ensures that the project progresses in line with the methodology, and in exceptional cases authorizes by-passing certain rules in order to meet unforeseen requirements.

The information flow between the LMSI Project Team and the Client is provided through the Client Project Manager and the Client Project Sponsor.

Client Project Sponsor is a from the top management team of the client organization, who has to be consulted when an approval from the top management is needed. In the client organization, the Client Project Manager should ideally be reporting to the Client Project Sponsor.

Client Project Manager attends all meetings of the implementation project, decides who in the client organization will pass information to LOGO specialists, and plans when and where the interviews will take place. Client Project Manager who will be involved in the entire system implementation process, should ideally be the person who will be in charge of managing system in the future.  Figure 2 shows the linkages among various project roles.


 

 

 

 

 

 

 

 

 

 

 

 

 

 

Figure 2. Implementation Project Team

Project Management

Project management can be treated under two titles: activity management and crisis management.

Activity Management

Project Business Plan covers daily activities for the coming two weeks, and weekly activities after the second week. Project Manager is responsible for running all project activities according to the plan, and updating the Project Business Plan as required with the Team Leader.

Crisis Management

Deviations from the Project Business Plan may be the signals of an emerging crisis. The earlier a crisis is identified, the higher the odds for avoiding it or resolving it. The Account Manager and the Project Manager are both responsible for monitoring the possible causes of crises.

PART 3

COOPERATION WITH

LOGO IMPLEMENTATION PARTNERS

LOGO Implementation Partnership (LIP) Agreement starts a cooperation between LOGO and a third party company for the implementation of LOGO products.

Options for Cooperation

The options of cooperation with  LOGO Implementation Partners are:

LOGO Implementation Partner implements LOGO product by using LMSI:

Projects in which LOGO is the primary contractor

Projects in which LOGO Implementation Partner is the primary or the single contractor

Within the Implementation Project, LOGO Implementation Partner may provide services outside the scope of LMSI:

Hardware selection

Installing local networks and data communication systems

Organizational design

Business Process Reengineering / Redesign

Operational audit

Quality management

Designing financial tables and reports

Accounting system design

Human resources management system design

Team Project Management

Team Project Management refers to the case when LOGO and at least one LOGO Implementation Partner take part in the same project.

Following the preliminary analysis phase, the Account Manager activates the implementation mechanism to provide complementary services. A LOGO Implementation Partner capable of satisfying the client’s requirements is searched for. If none of LOGO Implementation Partners are suitable for the project, a new partner may be identified for cooperation.

The Account Manager, the Project Manager and the Project Auditor are LOGO employees when LOGO is the primary contractor of the project. Implementation specialists from one or more LIPs may join the project team in the capacity of  sub-contractors.

A LOGO Implementation Partner agrees to follow the LMSI standards in the Analysis, Design, Installation and Going live phases when it becomes the primary or the single contractor of a project.

PART 4

PHASES OF LMSI

In this section, the consultancy activities covered by the LMSI will be described. Activities comprising the consultancy process are grouped under three headings (Figure 3):

Pre-Implementation process

Implementation process

Post-Implementation process

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Figure 3. Phases of LMSI

Pre-Implementation Process

Pre-Implementation phase consists of sales-related activities prior to initiation of the implementation project (Figure 4):

Initial contact

Introduction and preliminary analysis meeting

Proposal preparation

Contract preparation

Project planning meeting

 

 

 

 

 

 

 

 

 

 

 

 

 

Figure 4. Phases of the Pre-Implementation Process

Implementation Process

The Implementation Process contains the following sub-processes:

Analysis

Design

Installation

Going live

Analysis

This sub-process contains the steps below (Figure 5):

Basic product training

Basic methodology training

Analysis kick-off meeting

Analysis steps

Analysis reporting (SRS)

Analysis conclusion meeting

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Figure 5. Phases of sub-process “Analysis”

 

Design

This sub-process contains the steps below (Figure 6):

Analysis Report (input)

Design steps

Coding /testing

Product training

Design   reporting (SDD)

Design conclusion meeting

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Figure 6.  Phases of sub-process ”Design”

 

Installation

During this sub-process, the system is configured according to the Design Report. The steps are (Figure 7):

Installation kick-off meeting

Installation steps

Testing

Preparation of the System Guide

Installation conclusion meeting

 

 

 

 

 

 

 

 

 

 

 

 

 

Going Live

This phase of the project includes the activities for switching to the new system for daily use. It contains two steps (Figure 8):

Parallel run

Live processing

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Figure 8. The phases of sub-process “Going live”

 

Post-Implementation Process

The Post-Implementation Process includes support services required after setting up and going live with the system by using LMSI. A contract covering the related services is signed and renewed on an annual basis. The agreement includes the following  services:

Monthly system audit

System Audit Report documenting the audit results and listing new requirements

Incremental Analysis, Design, Installation and Going Live

CONCLUSION

In this White paper, we have aimed to give a detailed account of LOGO Method for System Implementation (LMSI) and the associated implementation consultancy services.

In a nutshell, LMSI is a tool for accomplishing the most productive solution in implementing LOGO products. To add further value to your investment, please contact LOGO or one of its Implementation Partners.

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