Change Management and ERP Implementation : Side-by-side

Lukman Susanto - 2003

Abstract

In this paper, we will analyse the needs for changing management as part of ERP implementation in a business / enterprise. As businesses are gradually moving their orientation from production perspective to customer perspective, they are expected to dynamically adjust their production methodology to suit market and trend demands. This requires a highly reliable management system to support overall business processes. Businesses can no longer compromise with inefficiency and inaccuracy caused by either human or system factors. Some success stories behind ERP implementation will give us an inspiration and understanding in how this compound system actually interpreted in business practices.

 

INTRODUCTION

In today’s life, business means competition. Every business will contend to produce not only a better and more reliable product but also providing a better customer service. In the mean time, they are enforced to minimise their production costs as well as their overhead costs. These can only be achieved through developing a better information system, a highly reliable infrastructure and a more efficient management system. ERP Systems born to bring a fresh air in bottleneck business’s information system to provide an integrated system which capable to handle far more complex transactions and yet providing a highly dependable system. But, how about their “traditional” management system? How about their “traditional” staff? How will “change” dramatically affect the stability and existence of business? This paper will observe the needs of “change management” in correlation with ERP Implementation and how “change management” plays significant roles in developing an integrated Enterprise system.

 

What is change management

Change management is one of the biggest tasks a business may be involved in. This does not only require a significant amount of funding but also require unappealing commitment throughout the whole business component. It is a deliberate approach to bring major changes towards people’s expectations to move the business forward smoothly (Commonwealth of Pennsylvania).

In most cases when the need of change appears, businesses have no option other than responding it or else losing their competitiveness in market. Changes will be more likely the only way and yet a painful moment for business to survive (Island Consulting, 2000).

By doing change management, businesses are expected to be able to perform rapid changes to minimise costs while maintaining its consistency and existence of its staff in order to bring a new system into the current one such as implementing ERP system. Apart from that, change management will also increase the flexibility of business to deal with future changes (Mark Schweiker & Jeff Beatty) and in the end, increase the productivity of the business.

The main concept of change management in ERP implementation is bringing an understanding that in post-industrial phase business should be customer oriented rather than production oriented. Business should prioritise the point of “what final product is preferred by customers and how to deliver the product in the right time” above “how to produce cheap, high volume sellable products”.

Market will not be terribly amazed with state-of-the-art equipment, highly qualified staff and beautiful final touch if business failed to deliver the desired products on the right time. In more designated cases, business should be able to fulfil individual customer order with all customisation in a limited time without affecting its general production.

To accomplish all those necessities, traditional approach of business processes must be replaced with a modern system such as ERP. The right functional team in the right position with the right strategies and the right timing will be able to produce highly sellable excellent products. In the same time, as ERP requires standardisation of the business processes, change management will be needed to ensure the damages caused by transformation can be avoided / minimised.

 

change management aspectS

As many other types of system implementation, change management in ERP implementation are established to build an understanding throughout business components so that they are well prepared to accept the change and clearly understanding how the changes may affect them (Island Consulting, 2000).

There are various aspects may involved in change management and they are vary as different system applies. Specifically with ERP implementation, change management will be required in separately functional areas where the system will be applied such as financial department, human resources or manufacturing (Island Consulting, 2000). Change management will be more than likely happen locally within those departments. However, if the implementation involving a more complex area such as applying ERP system in all major departments in company or many company within enterprise this certainly require collaborated participation and support throughout business components including higher management areas and executives.

Island Consulting describes change management activities may include (2000):

·               Ensuring support of key executives. At the end of the day if the implementation of the ERP system fails, the company will still survive supported by the main sources of funding and key people who importantly revolving the business.

·               Understanding the implementation objectives in detail. If all components in the company understand clearly what the objectives of ERP implementation are and how the changes can be beneficial for them, they will more emotionally support the changes and willing to give of their best to ensure the smoothness of overall processes.

·               Gauging potential impacts and corporate readiness. One of the most crucial analysis that needs to be done prior ERP implementation is measuring the worst possible impact which may affect the continuity of the business as well as the measuring thoroughly the readiness of the company to carry-out the whole implementation. This may include determining reserved capital, evaluating human resources capacities, identifying of all stakeholders (Instant Consulting, 2000) and degree of support from key executives.

·               Developing / implementing strategies and creating counselling services. More and more company these days are imposed to provide counselling services to mentally support their employees. This became an imperative issue during ERP implementation given that the number of employees who will be confronted with intense situation is considerably increasing as ERP systems are likely to reinstate completely the old systems (Neville Turbit, 1995).

There are many other things that needs to be considered in change management such as synchronisation between management level and operation level. Deliberating each individual accomplishments out of the business may help change management to unite various expectations.

As a guideline, Prosci (1994) classified change management from different perspectives: managerial and individual. Management level will focus on how to prepare appropriate strategies, communication plans and proper training program in order to achieve expected outcomes / result oriented whereas employees will be carefully instructed to help them to get through the changes during ERP implementation.

 

CHANGE MANAGEMENT DILEMMAS

When initiating changes during new system implementation including ERP system, it is nearly impossible to get absolute affirmative feedbacks from all components of business. The problem will get even more serious when the percentage of rejection is far higher then the tolerable amount. This is happen as the nature of human which “resistant to have their expectation disrupted” (Bonnie Mincu, 1999). Unavoidable but manageable. Many experts are agree, “it is not resistance itself that leads to failure” (Allen Web), but how the management level dealing with resistance.

In order to understand clearly what the actual sources of resistance are, project leader needs to talk to all employees, especially shop-floor persons. Understanding their  fears, curiosity and sensing the level of opposition to determine ways of approaching their resistances (Allen Web).

There are two primary reasons why people resist change: lack of motivation and lack of ability (Bonnie Mincu, 1999). Many employees within organisation usually have not been informed enough the purposes of change and how an ERP system may beneficial for them. That is why many of them are not motivated to support this new systems. This can be resolve by initiating a good communication and vision sharing.

Lack of ability is often become the main reason of resistance. Even though in one side, people may agree and understand the needs of change, they are afraid to accept that because of their limited ability. In most cases, new system means back-to-school and require further training for each individual involved in business, learning curves and degradation of productivity are become major issues.

Adel argues user resistance of a new technology, such as ERP is normally come from user’s perception of risks associated with that technology (Adel Aladwani, 2001).  This condition will be strengthened by their preference in using habit in doing their work. Most of people would rather doing their job in the ways they have normally done it rather than being innovative to find a better way in doing things.

Failure in handling such conditions will bring major damages both tangible and intangible “unfortunate outcomes for the business” (Prosci, 1994) such as employees persistently resist the change, customers are affected by the impact of upset employees, and valued staff may leave the business.

Good project leader will successfully carry out change management resulting a better feeling throughout organisation and how the employees will gradually move their expectation along with clearer understanding the needs of ERP implementation.

 

components of change management

There are various tasks need to be done before initiating changes as part of change management strategy. Island Consulting define them as:

·               Communications Strategy

Communication in this phase is far more complex than just asking the employees to do things. Key persons in managerial level need to discuss their strategies “to ensure a thorough approach” (Island Consulting, 2000). Included in the strategies are preparing project plan, project costs analysis, progress report and some other important issues such as preparing trainings for employees. The important point in delivering information is timing. As each component of the business may have different priorities, working in collaboration will result a better outcome.  Managerial level as the decisions maker are often enforced to make such decisions which may not make everyone happy. That is why it would be wise if they keep their hands open for possible cooperation. Another important part in communication strategy is allotting the correct messenger to the audience in order to the get the message through. Different personnel will have different approach which will be suitable for different audiences.

·               Impact Analysis

This is a method to thoroughly determine the current business system and analysis on how ERP system will affect the business environment. Current business processes needs to be systematically documented especially for the area which may be affected by the new system. As a standard method of documentation, many experts are using data flow / work flow diagram. Included in those diagrams are how formal and informal information flows within the organisation and what tasks are carried out by specific functions. Another information that needs to be documented is job description and job history which will construct an organises comparison on how the real business processes may vary from what has been documented (Island Consulting, 2000). From all above information, business can start to analyse how significant the ERP implementation may affect the system, who will be the most affected by the implementation and what training may be required to ensure the smoothness of this new system implementation.

·               Skills Analysis

One of the main issues during ERP implementation is training. As this is a new system, most of the operator / user will require a certain specific training for their job purposes. To find out who needs to be trained and what kind of training required, the company need to perform skills analysis. Every individual employees who may work in ERP system will be audited their qualification, skills, internal and external experiences to find the best position for each of them and to find out whether the company will need to hire new staff or external consultants to ensure the business operates adequately.  The final result of analysis will produce a detailed list of appropriate operator for each position, training required for each personnel and overall calculation on training costs.

initiating and managing change management in erp

Summarising stages of initiating change management described by John Kotter in his book ‘Leading Change” and implementing them into ERP implementation.

·               Understanding company pressure

As most of enterprises now are using ERP system for their technology support, implementing ERP is no longer an option for this kind of business. Businesses are enforced by the environment to implement the same system as their competitors, or back-off from this aggressive market. Developing a sense of urgency will normally bring the whole components in the company into one voice.

·               Preparing qualified team as pioneer

When a company plans to implement ERP, the first main task that must be prepared is establishing a pioneer team. This team must be consist of highly qualified personnel, they must carry one absolute voice and capable to conduit and accommodate the curiosity of other employees to the new ERP system. They will work together as a solid team to lead the change.

·               Establish a clear vision and strategy

Nothing worse than planning a new system such as ERP without clear vision, where the company will lead to and / or without understanding the whole strategy how to achieve the aims. By drawing a clear vision and strategy in how to achieve that vision, the employees will understand how the new system will benefit them and they will progressively change their effort to support the implementation.

·               Constantly communicate the vision and strategy

Once the vision and its strategy established, the company needs to constantly communicate them to the employees. Since ERP system has been built as an integrated system which require a collaboration between employer and its employees, harmonic communication is playing an important role in the success of the system which leads to the success of the business.

·               Strengthen ERP implementation plan

Get rid of anything which may weaken ERP implementation plan, including any unsuitable ideas, company structures, activities as well as existing system which may potentially undermining or threatening the new system implementation. However in doing so, company must try to keep its existence and avoid any obstruction to their foundation (Island Consulting, 2000).

·               Build short term implementation wins

Many ERP implementation failures happened because long term wins / aims are too abstract for most people. In most of the time “increasing productivity and efficiency by integrating information system between production plant and ordering system from sales department” is more understandable than just “increasing production and sales” as company’s future win.

·               Formulate short term wins as guidance and implement new ERP approach

Use the understanding of short term wins and imposed by new ERP system approach, the company will start to increase their performance “through customer and productivity oriented behaviour, better leadership and more effective management” (Island Consulting, 2000).

 

change management and erp implementation STRATEGIES : side-by-side

Many people are assuming that change management is part of ERP implementation. In fact, because of the level of complexity of the system, change management has always been a continuing process required throughout ERP implementation. Some experts are agree that ERP will not be successfully implemented without “a massive dose of change management otherwise the organization will likely not be positioned to best use the new system” (Gerald Thompson and Winford (Dutch) Holland, 2001).

ERP is an integrated complex cross-departments application. That is why its implementation is a very costly process and yet most of the companies implemented ERP were always over budget and behind schedule. The main issue in any new system implementation especially ERP is changing the existing system with a new one. In a minor environment, change can be done quite easily. However, for a compound system such as ERP, change management became a crucial component to manage the changes systematically. Changes must be efficiently planned, scheduled, carried-out and documented to minimize the cost and disruption during ERP implementation.

When the Houston Independent School District (HISD) which consist of 288 schools tried to implement ERP systems (SAP and PeopleSoft), they’ve successfully implemented 11 ERP modules joined together to support 2000 users at 400 remote sites within eight months. Compared with average time required to implement ERP system, their are deserve an absolute thumbs-up. Their key success is their dedication a lot of effort and time in preparing change management “to ease the transition” (Heather Harreld, 2000) and dedicating their best employees to configure the ERP system. HISD has got 42 percent return on investment within 2 years.

Another success story has happened in Bombardier Aerospace. Because of the nature of the company, they have to implement multi-disciplinary (people, organisation, technology and processes) of change management to cover various expertise area in order to successfully implement ERP. Bombardier found that change management is not just dealing with human behaviour but also “industrial psychology, organizational development, human resources, training and communication” (Benoît Gowigati and Benoît Grenier, 2001).

 

CONcluding thoughts

This paper suggest that in order to successfully implement any ERP system, a company must establish a good fully functional change management. Change management are required to prepare the existing business’s human resources and infrastructure to match ERP system requirement.

There are various aspects that need to be considered when establishing change management. This is depend on the type, size and area of the business.

ERP is a complex system which require depth understanding and careful analysis to implement. Any rush during implementation will cause nothing but disaster and bringing a huge lost for the company.


references

A Recurring Improvisational Methodology for Change Management in ERP Implementation

Michelle M. Sieber, Fui Hoon Nah, University of Nebraska

AllenWeb – Plan to Succed in ERP Implementation

http://members.aol.com/AllenWeb/succeed.html

BPR OnLine Learning Center

http://www.prosci.com/Change_management_overview.htm

Business Systems Group (Africa)

http://www.bsg.co.za/ChangeMngmtPage.htm

Cap Gemini Ernst & Young – Extended Enterprise Application / ERP – Change Management

http://www.us.cgey.com/ind_serv/services/erp/approach_change.asp

Change Management Resource Library

http://www.change-management.org/articles.htm

Change management strategies for successful ERP implementation – 2001

Adel M. Aladwani, Department of QM and IS, Kuwait University

City and County of DenverDenvergov

http://www.dep.state.pa.us/dep/deputate/oit/ec/factsheet/fs2681.htm

ERP Implementation – The Traps

Neville Turbit

Fact Sheet – Commonwealth of Pennsylvania – Department of Environmental Protection

http://www.dep.state.pa.us/dep/deputate/oit/ec/factsheet/fs2681.htm

General Physics Corporation – 2002 – Change Management

http://www.gpworldwide.com/training/it/svc_change.asp

Houston schools spell management success 'ERP'

Heather Harreld – http://www.civic.com/civic/articles/2000/july/civ-techtrends-07-00.asp

Information Week – Customization of ERP Apps Requires Development Skills

http://www.informationweek.com/722/22iuerp.htm

Island Consulting – Change Management

http://www.islandconsulting.com.au/IChange.htm

Leading Change

John P. Kotter, Harvard School Press 1996

Mincu & Associates – Change Management

http://www.bonniemincu.com/change.html

The on-line discussions of The Istanbul (COF)

http://www.tayfundemiroz.com/New_Economy/Community/cof/Discussions/change_mngmt.htm

The Winds of Change – Change Management takes off at Bombardier

Benoît Gowigati, CMA, and Benoît Grenier

 

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