Скачать презентацию Project Tardis 18 November 2011 2011 Скачать презентацию Project Tardis 18 November 2011 2011

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Project Tardis 18 November 2011 © 2011 Project Tardis 18 November 2011 © 2011

Hillier Nurseries • Established in 1864 • Largest grower of trees and shrubs in Hillier Nurseries • Established in 1864 • Largest grower of trees and shrubs in the UK • Turnover ~ £ 30 million • 66 consecutive Gold Medals at Chelsea flower show Page 2 © 2011

Sales divisions Garden Centres • 15 garden centres selling plants and gardening products Wholesale Sales divisions Garden Centres • 15 garden centres selling plants and gardening products Wholesale shrubs • 50 acres including 5 acres of greenhouses • Shrubs sold in virtually every UK garden centres Trees • 500 acres; 650, 000 trees • 5000 semi-mature trees to Olympic Park • International Grower of the Year 2010 Landscape Collection Service (LCS) • Trees and shrubs for medium sized landscaping projects Page 3 © 2011

Page 4 © 2011 Page 4 © 2011

Big trees Page 5 © 2011 Big trees Page 5 © 2011

make things happen Thinkers are experienced business and software consultants. We help you think make things happen Thinkers are experienced business and software consultants. We help you think clearly, decide what to do, and then do it. We help you make things happen. Page 6 © 2011

Thinkers & Hillier Project Hercules • EPOS System for Garden Centres Division – Choose Thinkers & Hillier Project Hercules • EPOS System for Garden Centres Division – Choose system & vendor – Pilot, roll out to all centres – 2008 - 2010 Project Tardis • Replace production control system for the Nursery divisions – 2009 - 2012 Page 7 © 2011

Topics • • Introductions Hillier's old systems Vendor selection process Implementation project The system Topics • • Introductions Hillier's old systems Vendor selection process Implementation project The system in action Challenges & results User Group Page 8 © 2011

Hillier's old systems • Customer contact information in many different places • Accounts system Hillier's old systems • Customer contact information in many different places • Accounts system - Chorus – Green screen but effective • Inventory and sales order processing system – – 25 years old Bespoke software running on unsupported IBM System 36 emulation Green-screen, ineffective Ancient, pre-email • A thousand spreadsheets – Some quite sophisticated, but majority for simple reporting – Information always manually re-keyed from main system – Hard to change, hard to control change • A million phone calls, faxes & emails asking for information • A billion pieces of paper Page 9 © 2011

Issues • Functional inadequacies – Many! – Inventory quantities not held per-location • Multiple Issues • Functional inadequacies – Many! – Inventory quantities not held per-location • Multiple systems – Hard to look things up because they aren’t all in one place • No single source of information, so no ability to provide meaningful reports – Except manually. – Business is slow to change due to multiple system interfaces • Paper based – Pieces of paper – and people’s scribbled notes on them - were a key part of the system. • Annotated papers often had to be transferred between locations, e. g. between Dispatch and Sales Admin in Head Office, to raise invoices • Problems occur when these papers go astray. Page 10 © 2011

Customer feedback: documents The key thing that you could improve is the paperwork. We Customer feedback: documents The key thing that you could improve is the paperwork. We want less paper that’s more informative You must thin out the paperwork and improve it. It is too cumbersome, it wastes both time and paper. It’s not as efficient as that from other companies. Hillier’s information is dire. It’s uninspiring and unusable. The systems that are in place don’t really help. Hillier spreadsheets are a nightmare to manipulate. It’s a real pain. Your system is awkward. We can’t just hit reply – we have to copy & paste into a new email Page 11 © 2011

Just a production control system? Budgeting & planning Performance Monitoring Purchasing Planting & Potting Just a production control system? Budgeting & planning Performance Monitoring Purchasing Planting & Potting Accounting Core System Invoicing Growing Lifting & Delivery Stock Take Selling Quote & 0 rder Page 12 © 2011

Project Aims • Respond better to customers • Create a more efficient company • Project Aims • Respond better to customers • Create a more efficient company • Create a more agile company – A company that can change its customer offerings and services more quickly and easily • We expect to achieve these by: – Cutting down paperwork – Eliminating data re-keying & reconciliation – Streamlining the company’s processes Page 13 © 2011

Topics • • Introductions Hillier's old systems Vendor selection process Implementation project The system Topics • • Introductions Hillier's old systems Vendor selection process Implementation project The system in action Challenges & results User Group Page 14 © 2011

Vendor selection process Clarify what we want and how to recognize it when we Vendor selection process Clarify what we want and how to recognize it when we see it Clarify High-level Requirements Custo mer survey Demos Design workshop Develop business scenarios Write RFI Scenario detail Request for Information Search Market Vendors respond Assess responses Vendor Workshop briefing Structured Demos Vendors prepare for workshop Assess vendors Long list Medium list Page 15 Short list © 2011 Decide Workshops

Vendor selection • Long list – 41 vendors assessed – RFI sent to 26 Vendor selection • Long list – 41 vendors assessed – RFI sent to 26 vendors – 21 responses received • Medium list – 8 Vendors • e. Merge, Exel, IBS, IFS, Infor, Microsoft Dynamics AX, Oracle JD Edwards, SAP Business One • Finalists – e. Merge, Infor – 3 day workshop with each vendor Page 16 © 2011

Polling day: 6 May 2010 Today, as well as the small matter of electing Polling day: 6 May 2010 Today, as well as the small matter of electing a new government, we also face one of the most significant decisions affecting our future. Which system should we choose to run our business for the next decade or more? Changing governments in 5 years time will probably be easier than changing systems! Please come to a hustings at 15: 00 - 16: 00 today to hear the final debate between our two leading contenders, and to cast your vote. Page 17 © 2011

Ballot papers Vote for no more than one Company 1 2 Infor e. Merge Ballot papers Vote for no more than one Company 1 2 Infor e. Merge Please put a cross against your preferred Company Spoilt papers will be disregarded Page 18 © 2011

Why e. Merge? • Close decision • 3 main factors • Priority is easily Why e. Merge? • Close decision • 3 main factors • Priority is easily adaptable to suit Hillier’s unique needs – Designed and engineered not only for maximum flexibility, but also to put that flexibility into the hands of the customer’s project team, not the development team – Layout of customer documentation easily under your control. Easy to email customer documents as PDF attachments. • Users like it • We believe in the people from e. Merge Page 19 © 2011

Topics • • Introductions Hillier's old systems Vendor selection process Implementation project The system Topics • • Introductions Hillier's old systems Vendor selection process Implementation project The system in action Challenges & results User Group Page 20 © 2011

Timescales • 10 May 2010: Decision ratified by Project Board • Reference customer timescales: Timescales • 10 May 2010: Decision ratified by Project Board • Reference customer timescales: 15 – 24 months from decision to go-live • What has to happen before go-live? – – – Contract negotiation & signature Select & procure servers Choose scope & phasing; plan project Learn Priority system Configuration • • Configure chart of accounts Import customers & suppliers Define & create product matrix Import transitional accounts data e. g. unpaid matched invoices – Implement customizations – Produce customer documentation – Test • Financial year runs 1 Sep – 31 Aug • Hillier go-live target: 1 September. Which year? Page 21 © 2011

Project name: TARDIS • It will enable us to achieve amazing things in surprising Project name: TARDIS • It will enable us to achieve amazing things in surprising timescales • It’s bigger and more complicated on the inside than it appears from the outside Timely And Radically Designed Information System Page 22 © 2011

Platform • Entirely leased virtual machines – Live web-server & database server – Test Platform • Entirely leased virtual machines – Live web-server & database server – Test web-server & database server • Hosted somewhere in docklands • Very cost-effective – ~£ 1000 per month compared to ~£ 40, 000 • Managed service – Reduces need for internal expertise – Excellent backup regime Page 23 © 2011

Actual timetable • 1 Sep 2010: Go live – Accounts for whole company – Actual timetable • 1 Sep 2010: Go live – Accounts for whole company – Sales from Landscape Collection branch • Few customizations • Oct 2010 - Jan 2011: Prepare for Wholesale shrub division – Actual footage • 31 Jan 2011: Wholesale go-live • June 2011: Purchasing • 1 September 2011: Tree division go-live – September & October: Potted trees – November 15: Field-grown trees Page 24 © 2011

Topics • • Introductions Hillier's old systems Vendor selection process Implementation project The system Topics • • Introductions Hillier's old systems Vendor selection process Implementation project The system in action Challenges & results User Group Page 25 © 2011

System in action • • • Product definition Stock availability & location Sales order System in action • • • Product definition Stock availability & location Sales order processing Customer documents Lorry Loads Page 26 © 2011

Product definition Page 27 © 2011 Product definition Page 27 © 2011

Stock availability & location Page 28 © 2011 Stock availability & location Page 28 © 2011

Sales Order processing Page 29 © 2011 Sales Order processing Page 29 © 2011

Customer documentation Page 30 © 2011 Customer documentation Page 30 © 2011

Lorry Loads Page 31 © 2011 Lorry Loads Page 31 © 2011

Topics • • Introductions Hillier's old systems Vendor selection process Implementation project The system Topics • • Introductions Hillier's old systems Vendor selection process Implementation project The system in action Challenges & results User Group Page 32 © 2011

Perspectives • Accounts – We began on 1 Sep 2010 having had no training, Perspectives • Accounts – We began on 1 Sep 2010 having had no training, but our users managed to adopt the system without business interruption – it is easy to use – Many things are easier & quicker • Bank reconciliation, documents scanned into system, Excel export & import – Invoices much easier to create • Now done daily • Improved cash-flow • Wholesale – Record breaking year • Sales during this spring’s busy season up 25% up on previous year • Able to re-plan and bring forward sales • Would not have been possible on old system – Excellent feedback about customer documents • Trees – It’s superb! Page 33 © 2011

But these challenges haven’t stopped us • Respond better to customers • Create a But these challenges haven’t stopped us • Respond better to customers • Create a more agile company – A company that can change its customer offerings and services more quickly and easily • Create a more efficient company • We expect to achieve these by: – Cutting down paperwork – Eliminating data re-keying & reconciliation – Streamlining the company’s processes Page 34 © 2011

Topics • • Introductions Hillier's old systems Vendor selection process Implementation project The system Topics • • Introductions Hillier's old systems Vendor selection process Implementation project The system in action Challenges & results User Group Page 35 © 2011

What is the point of a User Group? • A community of companies who What is the point of a User Group? • A community of companies who use the same product – Independent of the vendor / software company • To apply collective pressure on e. Merge & Eshbel – To address common problems with greater urgency • To share experience – To learn from each other so that we can apply each other’s experience to our own situations • Make better use of the system – improve the Return on our Investment • Solve problems more quickly – Two examples Page 36 © 2011

Default queries • Priority default queries are a great feature – When you open Default queries • Priority default queries are a great feature – When you open a form, it automatically fires the query, returning an appropriate working set • Live Lorry Loads • Year-to-date transaction sub-level of chart of accounts defaults to show transactions from the current month – Makes this sub-level respond much faster • Very fast • Good user experience – The working set is “right there” Page 37 © 2011

Puzzle: Inventory for bare-root trees • Beech tree (Fagus sylvatica) – Standard shape – Puzzle: Inventory for bare-root trees • Beech tree (Fagus sylvatica) – Standard shape – 16 -18 cm girth – Possible root types: Bare-root or Rootball • Both products are defined on the system – A 1023976 Fag. Syl Sta BR G 16 -18 – A 1024081 Fag. Syl Sta RB G 16 -18 • The only difference between these is how they are dug up from the ground. • All inventory is put on the system as Rootball • How can we sell bare-root trees? – There is never any stock – order lines never go green… Page 38 © 2011

Conclusions from the Chairman • It’s remarkable what’s been achieved in just two years Conclusions from the Chairman • It’s remarkable what’s been achieved in just two years • The implementation has gone very well, and the business hasn’t been threatened at any point – At this stage last time the business had ground to a halt and we were just about in court • The customizations have cost us a lot more than we anticipated • We are already getting benefits in places, but it’s still early days and there are lots more to come as we bed the system in Robert Hillier OBE Page 39 © 2011

Questions? Page 40 © 2011 Questions? Page 40 © 2011