An enterprise-wide need existed for effective Project and Change Management methodologies, processes, tools and templates to manage an ERP upgrade to the parent company while integrating a newly acquired company from its legacy system to the newly upgraded ERP.



Due to a lack of a formal Program Management Organization or an established project management methodology, the organization had an increased risk for a poorly planned upgrade that would result in potential functionality deficiencies, business interruption impacts, unhappy end users, executives, and vendors.


Our Role

Stache & Associates was responsible for the Project Management and Change Management activities associated with the ERP upgrade and integration. Examples of our role was to develop a plan to minimize business interruption, provide visibility to key activities, facilitate user buy-in and acceptance, facilitate proactive identification and mitigation of project risks and issues. Additional roles were to manage scope, timeline, and budget, improve participation of stakeholders through regular, timely communication, ensure target solution satisfied business requirements, establish clear roles and responsibilities for all project participants, and drive associated accountability.



Stache & Associates created a project charter clearly defining project scope, governance structure, key deliverables by phase, roles and responsibilities, as well as a detailed project plan clearly outlining all milestones, activities, target completion dates, and assigned resources. Additionally, we developed a formal communication plan that outlined key stakeholder groups, and the timing and content of the appropriate messaging. We complied lessons learned from a previous JDE upgrade, created status templates catered to various audiences to provide overall project health, developed a SharePoint project portal that enabled all team members to view and collaborate on project documentation, compiled a detailed business requirements worksheet documented during discovery workshops with end users, and conducted a fit gap analysis from requirements worksheet to implement JD Edwards in other client companies.



Stache & Associates developed a repeatable process with supporting tools that can be used for future projects that require a strong Project Management and Change Management approach that increases the success of projects to meet their goals, objectives, and benefits.


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