IDEA Method Overview Slides

August 20, 2014
IDEA Method overview slides

Page 2 August 20, 2014 IDEA Method Overview Slides_REVIEWED.ppt
How to use this example
The presentation covers a complete IDEA cycle, covering all stages, phases, and workstreams

There is more material than you will need depending on the client situation pick the element that
fit best in terms of volume and contents

The following elements have to be adapted to the specific client situation
Timelines and duration of stages and phases
Deliverables: Might have to be extended or reduced
Indication of in scope/out of scope (color code applies only to fix price projects)
Assignment of tasks to Lodestone, client business, client IT

In case you need additional material, please contact Jo-Ann Chua
Overview slides
IDEA methodology
Overview
The SAP Solution Manager IDEA roadmaps give SAP implementation projects a rapid start, a clear
structure and an access to the full library of the IDEA method accelerators
IDEA is a Lodestone owned methodology, structured into a Insight- Design-, Execute-, and Achieve phase to support all
stages of global ERP program initiatives
Lodestone maintains its IDEA methods as SAP Solution Manager IDEA roadmaps
The IDEA methodology is managed within Lodestone by using a Wiki application platform. Via the Wiki every Lodestone
employee has got an access to the IDEA methodology and the ability for an active contribution to the methodology
The methodology has proved to be successful in multiple large, international programs, and is
continuously enhance with our experience
The IDEA methodology is based upon the standard SAP ASAP roadmap, but enlarged by specific stages, accelerators, and
tools to address complex business transformation requirements
IDEA methodology
Knowledge sources
Lodestone has based its methodology on SAP ASAP, Six Sigma and the international
standard from the Project Management Institute (PMI) (www.pmi.org)
It combines these standard methodologies with its own best practices and extensive
experience from various global business harmonization and SAP rollouts projects with
major global companies
Lodestone trains its employee communities according to the Lodestone methodology and
provides them with standard tools, templates and best practices to ensure high quality
and consistency in project work

+
Extensive project experience
and best-practices from
complex business
transformation project with
major global companies
Stages and work streams
According to the methodology a business transformation live cycle can be
divided into four stages and eleven work-streams as shown in the figure
Business Process Management (BPM)
Training (TRN)
Org. Change Management (OCM)
Project Management (PJM)
Program Management (PRM)
Data Management (DMA)
Security and Authorization (SAA)
Development Management (DEM)
System and Performance Testing (SPT)
Centre of Excellence (COE)
Technical Infrastructure (TIN)
Achieve
stage
Execute
stage
Design
stage
Insight
stage
Stages and phases on Solution Manager
IDEA on ASAP through the Wiki (HTML version)
IDEA on ASAP link on the Wiki homepage provides access
Information, documentation, and contact details are all available

IDEA model based on five terms
Stage, phase, work stream, work package, accelerator
Execute Insight Achieve Design
Global
preparation
Global
realization
Ongoing
support,
rollout and
maintenance
Global
business
blueprint
Work streams Work packages Phases Stages Accelerators
Long version of stage overview
Responsibilities for single activities and deliverables have to be checked

Number and contents of columns client IT, client business, Lodestone have to be checked

Adapt logic of fixed price offer
Insight phase
Insight
Program
definition
Insight
preparation
Strategic
blueprint
Month 1
Year
Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10
Insight
M M
Insight preparation
Program definition
Strategic blueprint
Insight
Insight Design Execute Achieve
Insight phase
Insight preparation
Month 1
Year
Insight
Insight preparation
Program definition
Strategic blueprint
M
M
Main activities Main deliverables
Defining the main prerequisites and directions
Initiate and plan the Insight stage
Set up Insight stage organization
Set up Insight stage infrastructure
Review the initial risks
Check and adapt methods and structure of the Insight stage
Insight phase kick off pack and workshop materials
Overview and insight stage plan
Insight stage project organization chart
Insight stage roles and responsibilities
High level risk assessment
Documentation standards and naming conventions
Documentation processes and tools
Status management approach
Updated budget
Workstream Client IT Client bus. Lodestone Activities
Insight phase
Main activities
Initiate and plan the Insight stage PRM C C C
Set up Insight stage organization PJM C C C
Set up Insight stage infrastructure PJM C C C
Review the initial risks PRM C C C
Check and adapt methods and structure of the Insight stage PRM C C C
In scope of fix price offer Out of scope of fix price offer A = Accountable, R = Responsible, C = Consulted
Month 1
Year
Insight
Insight preparation
Program definition
Strategic blueprint
M
M
Insight preparation
Workstream Client IT Client bus. Lodestone Deliverables
Insight phase kick off pack and workshop materials PRM C C C
Overview and Insight stage plan PJM C C C
Insight stage project organization chart PRM C C C
Insight stage roles and responsibilities PRM C C C
High level risk assessment PJM C C C
Documentation standards and naming conventions PRM C C C
Documentation processes and tool PRM C C C
Status management approach PRM C C C
Updated budget PRM C C C
Insight phase
Insight preparation
Main deliverables
Month 1
Year
Insight
Insight preparation
Program definition
Strategic blueprint
M
M
Insight phase
Strategic blueprint
Month 1
Year
Insight
Insight preparation
Program definition
Strategic blueprint
M
M
Defining the main prerequisites and directions
Understand the current strategic business objectives and
as-is way of working
Define/develop the strategic business objectives
Describe major future business opportunities/initiatives
Identify target benefits
Conduct synthesis workshop with senior management and
key stakeholders
Document the strategic vision and case for change
Describing the level 0 process overview
Decomposing the processes to level 2
Developing high level KPIs for the organization at the
appropriate levels within in the process model
Develop a business rules matrix defining the structures within
the operating model
Strategic business objectives
Identified business initiatives
Target business benefits for the business initiatives
Level 0 process overview
Decomposition of processes to level 2
Strategy blueprint
SAP mapping
SAP solution map
Operations design
Business rules matrix
Insight phase
Understand the current strategic business objectives and as-is
way of working
PRM C C C
Define/develop the strategic business objectives PJM
Describe major future business opportunities/initiatives PJM C C C
Identify target benefits PRM C C C
key stakeholders
PRM C C C
Document the strategic vision and case for change PRM C C C
Describing the level 0 processes overview PRM C C C
Decomposing the processes to level 2 PRM C C C
Developing high level KPIs PRM C C C
Develop a business rules matrix PRM C C C
Main activities
Strategic blueprint
Month 1
Year
Insight
Insight preparation
Program definition
Strategic blueprint
M
M
Workstream Client IT Client bus. Lodestone
Strategic business objectives PJM C C C
Business initiatives PJM
Target business benefits for the business initiatives PJM C C C
Level 0 process overview PRM C C C
Decomposition of processes to level 2 PRM C C C
Strategy blueprint PRM C C C
SAP mapping PRM C C C
SAP solution map PRM C C C
Operations design PRM C C C
Business rules matrix PRM C C C
Deliverables
Main deliverables
Insight phase
Strategic blueprint
Month 1
Year
Insight
Insight preparation
Program definition
Strategic blueprint
M
M
Insight phase
Program definition
Month 1
Year
Insight preparation
Program definition
Strategic blueprint
M
M
Insight
Details the strategies for the program
Define the future setup of all related processes and organizations
Definition of the scope and structure of projects, identifying the pilot
project, and elaborating a implementation plan and sequence
Define methods, techniques, tools, standards, and procedures that
will be applied throughout the life of the program
Consolidate the figures and set up a business case and
describes the transformation concept
Enterprise IT strategy
Implementation scope and strategy
Program Management strategy
Data Management strategy
Organizational Change Management strategy
Business case
Transformation concept
Define the future setup of processes and organizations PRM C C C
Definition of the scope and structure of projects, identifying
the pilot project, and elaborating a implementation plan
and sequence
PRM C C C
Define methods, techniques, tools, standards, and procedures
that will be applied throughout the life of the program
PRM C C C
Consolidate the figures and set up a business case and
describes the transformation concept
PRM C C C
Main activities
Insight phase
Program definition
Month 1
Year
Insight preparation
Program definition
Strategic blueprint
M
M
Insight
Enterprise IT strategy PRM C C C
Implementation scope and strategy PRM C C C
Organizational Change Management strategy PRM C C C
Program Management strategy PRM C C C
Data Management strategy PRM C C C
Business case PRM C C C
Main deliverables
Insight phase
Program definition
Month 1
Year
Insight preparation
Program definition
Strategic blueprint
M
M
Insight
Design stage global template
Template setup and maintenance

Ongoing
support,
rollout &
maintenance
Global
preparation
Global
business
blueprint
Global
realization
Month 1
Year
M M
Global blueprint Global realization
Global
preparation
M
Design
Design
Month 1
Year
Global realization Global blueprint
Global
preparation
M M M
Design
Initiate and plan the global implementation program
Initiate and plan the global program
Initiate and start planning of the template project
Define and document the solution scope
Define the implementation strategy, overall program plan,
and schedule
Define and document the program and project standards,
guiding procedures and governance process
Set up project organization
Set up project infrastructure
Review initial risk assessment
High level program plan
Detailed template project plan
Template project charter
Solution scope
Business scenario and process inventory
Data migration strategy
Develop implementation standards
Develop program standards
Project organization chart
Project team training concept and plan
System and client concept
Template setup and maintenance

Initiate and plan the global program PRM C C R, A
Initiate and start planning of the template project PJM C C R, A
Define and document the level solution scope PJM C C R, A
Define the implementation strategy, overall program plan
and schedule
PRM C C R, A
Define and document the program and project standards,
guiding procedures and governance process
PRM R C R, A
Set up project organization PRM R R R, A
Set up project infrastructure PRM R, A C C
Review initial risk assessment PRM R R R
Main activities
Month 1
Year
Global
preparation
M M M
Design
Global preparation

High level program plan PRM R R R, A
Detailed template project plan PRM R R R, A
Template project charter PRM R R R, A
High level risk assessment PRM R R R, A
Solution scope PRM R R R, A
Business scenario and process inventory PJM C R, A R, A
Data migration strategy DMA R R R, A
Develop implementation standards PRM R R R, A
Develop program standards PRM R R R, A
Project organization chart PJM C C R, A
Project team training concept and plan TRN C C R, A
Deliverables
Main Deliverables
Month 1
Year
Global
preparation
M M M
Design
Global preparation

Global blueprint
Finalize template project planning
Define template scope
Define communication strategy and plan
Perform team training (phase specific)
Develop end-user training strategy
Prepare and conduct Business Requirements Workshops
(BRW) (collect documentation about current processes,
standards, systems)
Propose and decide on solution for gaps
Prepare and conduct White Smoke (WS) Workshop 1 (business
process and design decisions, incl. rough cut prototyping)
Create blueprint documentation
Define center of excellence high level implementation plan
Define system specification
Quality review
End-user training strategy
Organizational Change Management plan
Project team training
Business scenario
Business process flows
Process Master List (PML)
Functional specifications (RICEF list)
Data conversion object list
Authorization strategy
Job role list
Development and configuration standards
Technical Change Management strategy
User requirements specifications
Business blueprint
CoE high level processes
Quality review report (incl. action plan)
Realization phase WBS
Month 1
Year
Global blueprint
Global
preparation
M
BRW WS 1
Global realization
M M
Design
Finalize the scope in all details and provide a "paper" solution for all processes using "White Smoke" workshops
Global blueprint
Month 1
Year
Global blueprint
Global
preparation
M
BRW WS 1
Global realization
M M
Design
Main activities
Finalize template project planning PJM R C R, A
Define template scope BPM R R R, A
Define communication strategy and plan PRM C R, A R
Perform team training (phase specific) TRN C C R, A
Develop end-user training strategy TRN C C R, A
Prepare and conduct Business Requirements
Workshops (BRW)
PJM C R R, A
Propose and decide on solution for gaps BPM R R R, A
Prepare and conduct White Smoke Workshop 1 (WS1) BPM C R R, A
Create blueprint documentation BPM R R R, A
Define center of excellence high level implementation plan COE C C R, A
Define system specification TIN R R, A
Quality review PJM R R R, A
Global blueprint
Month 1
Year
Global blueprint
Global
preparation
M
BRW WS 1
Global realization
M M
Design
End-user training strategy TRN C R R, A
Organizational change management plan OCM C R R, A
Authorization strategy SAA R R R, A
Business blueprint BPM R R R, A
CoE high level processes COE R R C
Development and configuration standards TIN R, A C C
Technical change management strategy PRM R R, A R
Project team training TRN C C R, A
User requirements specifications BPM C R R, A
Business scenario, process flows and PML BPM R R, A R
Functional specifications (RICEF List) BPM R R, A R
Job role list SAA C R, A R
Data conversion object list DMA R R, A R
Realization phase WBS PJM R R R, A
Quality review report (incl. action plan) PRM C C R, A
Deliverables
Main deliverables
Global realization
Month 1
Year
Global blueprint
Global
preparation
M
Global realization
M M
WS 2 WS 3
Design
Generate a SAP solution template according to the defined business blueprint
Build template system (configuration)
Build template system (RICEF development)
Update template documentation
Perform data cleansing
Prepare and conduct White Smoke (WS) workshop 2 for approval of
template system configuration
Perform functional risk assessment
Plan, prepare and execute unit- and integration testing
Promote template scope to quality system
Plan cut over
Plan data migration
Set up of global security and authorization concept
Start pilot rollout preparation
Prepare and conduct White Smoke (WS) workshop 3 for approval
of tested template environment
Quality review
System configuration documentation
Detail design specifications
Data cleansing schedule
Test strategy and plan
Data migration plan
SOP list
Functional risk assessment procedure
Unit-/integration test overview list
Unit-/integration test scripts
Unit-/integration test data
Authorization matrix
Cutover plan
Promote changes to quality system
Quality review/report (incl. action plan)
Global realization
Month 1
Year
Global blueprint
Global
preparation
M
Global realization
M M
WS 2 WS 3
Design
Main activities
Build template system (configuration) BPM R R R, A
Build template system (RICEF development) DEM R, A R
Update template documentation BPM R R R, A
Perform data cleansing DMA R R, A
Prepare and conduct White Smoke workshop 2 and 3 BPM C R R, A
Perform functional risk assessment SPT R, A R
Promote template scope to quality system TIN R, A C R
Plan, prepare and execute unit- and integration testing SPT R R R, A
Plan cut over PJM R R, A R
Plan data migration DMA R R R, A
Set up of global security and authorization concept SAA R R R, A
Quality review PJM R R R, A
Start pilot rollout preparation PRM R R R, A
Global realization
Month 1
Year
Global blueprint
Global
preparation
M
Global realization
M M
WS 2 WS 3
Design
System configuration documentation BPM R R, A
Detail design specifications DEM R, A R
Test strategy and plan SPT R R R, A
Authorization matrix SAA R R R, A
Data migration plan DMA R R, A R
Data cleansing schedule DMA R R, A R
Unit-/integration test overview list SPT R R R, A
Unit-/integration test scripts SPT R R R, A
Unit-/integration test data SPT R R, A R
SOP list PJM R, A R, A
Functional risk assessment PJM R R R,A
Cutover plan PJM/TIN R,A C R,A
Promote changes to quality system TIN R,A C R,A
Quality review/report (including action list) PRM C C R, A
Deliverables
Main deliverables
Ongoing support, rollout and maintenance
Month 1
Year
Global blueprint
Global
preparation
M
Global realization
M
WS 2 WS 3
Month 10+
Design
M
Ongoing support,
rollout and
maintenance
Stabilize the template, finish rollout plans, and finalize packaging of the rollout package
Production support
Going live check: verification session
Performance monitoring for long term support
Updated long term rollout plan
Handover solution to centre of excellence
Enhancement of global template
Program closure
Going live check: verification session report
Program closure document
Month 1
Year
Global blueprint
Global
preparation
M
Global realization
M
WS 2 WS 3
Month 10+
Design
M
Ongoing support,
rollout and
maintenance
Main activities
Production support PRM
Going live check: Verification session PRM
Performance monitoring for long term support PRM
Updated long term rollout plan PRM
Handover solution to centre of excellence PJM
Enhancement of global template PRM
Program closure PJM
Month 1
Year
Global blueprint
Global
preparation
M M
WS 2 WS 3
Month 10+
Design
M
Ongoing support,
rollout and
maintenance
Going live check: verification session report PJM
Updated long term rollout plan PRM
Program closure document PJM
Main deliverables
Global realization
Execute stage pilot and rollout projects
Pilot and rollouts
Local
preparation
Month 1
Year
Local blueprint Local realization
Local
preparation
Local
cut-over
Local
business
blueprint
Local
realizatio
n
Local
cut-over
preparati
on
Local cut-
over prep.
Local
cut-over
Execute
Execute
Local preparation
Month 1
Year
Local realization Local blueprint
Local
preparation
Execute
Local cut-
over prep.
Local cut-over
M M M M M
Provide detailed planning and preparation for the local rollout and mobilize the local project team
Update rollout project plan
Detail blueprint WBS
Define project goals and objectives
Write local business case
Identify project risks
Define and document local project scope
Perform DRAFT FIT/GAP against template
Provide DRAFT solution for GAPs and develop effort estimate for
solution (GAPS: legal requirements, translations for forms and
reports, interfaces to local systems, specific requirements from
major customers)
Define local project organizational structure
Define local project roles and responsibilities
Prepare on-boarding documentation for project team
Prepare local project infrastructure
Prepare team training

Updated rollout project plan
Business blueprint WBS
Project charter
Project communication plan
Local business case
Project organization chart
Project roles and responsibilities
Project effort estimation
Resource plan
Documented DRAF FIT/GAP analysis
Project team training material
Project risk management plan
Local preparation
Month 1
Year
Local
preparation
Execute
Local cut-
over prep.
Local cut-over
M M M M M
Main activities
Update rollout project plan PRM R R R, A
Detail blueprint WBS PRM R R R, A
Define project goals and objectives PRM R R R,A
Write local business case PJM R A, R C
Define and document local project scope PJM R R R, A
Perform DRAFT FIT/GAP against template BPM R C A, R
Provide DRAFT solution for GAPs BPM R C A, R
Define local project organizational structure PJM C C A, R
Define local project roles and responsibilities PJM C C A, R
Prepare on-boarding documentation for project team PJM C A, R
Prepare local project infrastructure PRM R, A C C
Prepare team training TRN C C R, A
Local preparation
Month 1
Year
Local
preparation
Execute
Local cut-
over prep.
Local cut-over
M M M M M
Updated rollout project plan PJM R R R, A
Business blueprint WBS PJM R R R, A
Project charter PJM R R R, A
Project communication plan PJM R, A R
Local business case PJM R R R, A
Project organization chart PJM R R R, A
Project roles and responsibilities PJM R R R, A
Project effort estimation PJM C C R, A
Resource plan PJM R R R, A
Documented DRAF FIT/GAP analysis PJM R R R, A
Project team training material TRN C C R, A
Project risk management plan PJM R R R, A
Deliverables
Main deliverables
Local blueprint
Month 1
Year
Local
preparation
Execute
Local cut-
over prep.
Local cut-over
M M M M M
BRW WS 1
Project team training (template scope and methodology)
Perform user requirement workshop to identify local GAPs
Agree on solution for local GAPs (reject, local add-on, extend template)
Planning for implementation of GAPs (local add ons and
template extensions)
Prepare and conduct Business Requirements Workshops (BRW)
Prepare local project documentation
Align local data cleansing approach
Align local data migration approach
Identify and manage required organizational changes
Define local end-user training strategy
Conduct White Smoke (WS) Workshop to get blueprint approval
Perform quality review

Local kick-off meeting
Team and infrastructure setup
Template training executed
Documented FIT/GAP analysis
Process Master List (PML) for project scope
Functional specifications for approved local specifics
Local business scenarios
Local process flows and requirements
Data cleansing and collection plan
Local data migration object list
Assessment of end-user role design
Local training strategy
Approved local blueprint
Detailed work plan for realization phase
Template enhancement with the local specifics, i.e., legal requirements, forms and reports.
Strict change and scope management to keep local specifics to a minimum and ensure common processes
Local blueprint
Month 1
Year
Local
preparation
Execute
Local cut-
over prep.
Local cut-over
M M M M M
BRW WS 1
Project team training (template scope and methodology) TRN C C R, A
Perform user requirement workshop BPM C R R, A
Agree on solution for local GAPs BPM R R R, A
Planning for implementation of GAPs PJM R R R, A
Prepare and conduct Business Requirements Workshops (BRW) PJM C R R, A
Prepare local project documentation PJM R R R, A
Align local data cleansing approach DMA R R, A C
Align local data migration approach DMA R, A R R
Identify and manage required organizational changes OCM C R, A R
Define local end-user training strategy TRN C R, A R
White Smoke Workshop to get blueprint approval PJM C R R, A
Perform quality review PRM C C R, A
Main activities
Local blueprint
Month 1
Year
Local
preparation
Execute
Local cut-
over prep.
Local cut-over
M M M M M
BRW WS 1
Team and infrastructure setup TIN R R R, A
Local kick-off meeting PJM R R R, A
Template training executed TRN R R R, A
Documented FIT/GAP analysis BPM R R R, A
Process Master List (PML) for project scope PJM R R, A R
Functional specifications for approved local specifics BPM R R, A R
Local business scenarios BPM R R, A R
Local process flows and requirements BPM R R, A R
Data cleansing an collection plan DMA R R, A R
Local data migration object list DMA R, A R R
Assessment of end-user role design SAA C R, A R
Local training strategy TRN C R R, A
Approved of local blueprint PJM R R R, A
Detailed work plan for realization phase PJM R R R, A
Quality review/report (incl. action plan) PRM C C R, A
Deliverables
Main deliverables
Local realization

Month 1
Year
Local
preparation
Execute
Local cut-
over prep.
Local cut-over
M M M M M
Implement local add ons and template extensions
(configuration, developments)
Prepare testing for local scope and template extensions
Set up/adapt authorization profiles
Prepare test plan
Promote local project scope to quality/productive environment
Execute unit- and integration testing
Execute data collection and cleansing
Define data migration plan
Prepare cut over plan
Preparation of end-user training material
Create/update local SOPs
Prepare and execute data migration trial runs
Promote local project scope to production environment
Perform quality review
Project report (scope, resources, timeline, risks)
Configuration logs and development specifications
Detail design papers
Data conversion programs
Functional risk assessment
Test strategy and test plan
Prepared test documentation (unit-, integration-, user acceptance)
Unit- and integration test executed and signed off
Data migration plan and schedule defined
Cutover strategy and plan defined
Training plan and training documentation
Local SOPs defined
Local authorization concept defined
Approval of local build
Implementation of the local specifics like local forms,
additional local configuration, local interfaces, operational testing, end- user training
Local realization
Month 1
Year
Local
preparation
Execute
Local cut-
over prep.
Local cut-over
M M M M M
Project team training (local realization) TRN R R R, A
Impl. local add ons and template ext. (configuration, developm.) BPM/DEM R R R, A
Build local RICEF DEM R, A R
Prepare testing for local scope and template extensions SPT R R R, A
Set up/adapt authorization profiles SAA R R R, A
Prepare test plan PJM R R R, A
Promote local project scope to quality/productive environment TIN R, A R
Execute unit- and integration testing SPT R R R, A
Execute data collection and cleansing DMA R R, A C
Define data migration plan DMA R R R, A
Prepare cut over plan PJM R R R, A
Preparation of end user training material TRN R R, A R
Create/update local SOPs OCM/BPM R R, A
Prepare and execute data migration trial runs DMA R, A R R
Perform quality review PJM R R R, A
Main activities
Local realization
Month 1
Year
Local
preparation
Execute
Local cut-
over prep.
Local cut-over
M M M M M
System configuration documentation BPM/DEM R R, A
Detail design papers DEM R, A R
Data conversion programs DMA R, A R, A
Functional risk assessment PJM R R R, A
Test strategy and test plan SPT R R R, A
Training plan and training documentation TRN R R R, A
Prepared test documentation SPT R R, A R
Unit- and integration test executed and signed off SPT C R, A R
Cutover strategy and plan defined PJM R R R, A
Data migration plan and schedule defined DMA R R R, A
Local authorization concept defined SAA R R R, A
Local SOPs defined OCM/BPM R R, A
Project reporting (scope, resources, timeline, risks) PJM R R, A
Approval of local build PRM R R, A R
Quality review/report (incl. action plan) PRM C C R, A
Deliverables
Main deliverables
Local cut-over preparation
Month 1
Year
Local
preparation
Execute
Local cut-
over prep.
Local cut-over
M M M M M
Support local business during user acceptance testing
Define and agree upon go-live criteria list
Execute master and transactional data loads
Carry out data verification
Conduct end-user training
Set up user profiles
Create quality report
Define action plan for open issues
Go-live communication to business and customers
Perform go no go decision
Cut over support and bug fixing
User acceptance testing executed and signed off
Go-live criteria fulfilled and approved
Data loads signed off and execute
Date verification performed and accepted
End-user training executed
Training need analysis updated after training execution
User profiles setup and blocked
Project report (scope, resources, timeline, risks)
Quality report signed
Corrective actions defined and agreed upon
Go live communication
Detailed support organization for local cut-over defined
Approval for go-live
Complete the final preparation, system management, move from a pre-production environment to the live system
Month 1
Year
Local
preparation
Execute
Local cut-
over prep.
Local cut-over
M M M M M
Support local business during user acceptance testing SPT R R R, A
Define and agree upon go-live criteria list PJM R R R, A
Execute master and transactional data loads DMA R, A R R
Conduct end-user training TRN A R R, A
Carry out data verification DMA R R, A R
Set up user profiles SAA R R, A
Create quality report PJM R R, A
Define action plan for open issues PJM R R R, A
Go-live communication to business and customers PJM R R, A C
Perform go no go decision PJM R R, A R
Cut over support and bug fixing COE R R R, A
Main activities
Month 1
Year
Local
preparation
Execute
Local cut-
over prep.
Local cut-over
M M M M M
Main deliverables
User acceptance testing executed and signed off SPT C R, A R
Go-live criteria fulfilled and approved PJM R R, A R
Data loads signed off and executed DMA R R, A R
Date verification performed and accepted DMA R R, A R
End-user training executed TRN R R, A C
Project report (scope, resources, timeline, risks) PJM R R, A
Quality report signed PJM R, A R
Corrective actions defined and agreed upon PJM R R, A R
Approval for go-live PJM R R, A R
Go live communication OCM R, A C
User profiles setup and blocked SAA R, A R R
Training need analysis updated after training execution TRN R R, A
Detailed support organization for local cut-over defined COE R R R, A
Local cut-over
Month 1
Year
Local
preparation
Execute
Local cut-
over prep.
Local cut-over
M M M M M
End-user support
Bug fixing
Prepare and execute first month end closing
Hand over from local project team to local organization
Hand over to support organization and ongoing support
Final Data loads executed and signed off (finance, after closing)
Controlled ramp-up in Hyper-care mode
Preparation of handover and handover sessions
Ramp up live system and finalize cut-over, prepare handover to support organization
Local cut-over
Month 1
Year
Local
preparation
Execute
Local cut-
over prep.
Local cut-over
M M M M M
End-user support BPM R R R, A
Bug fixing BPM R R, A
Prepare and execute first month end closing BPM R R R, A
Hand over from local project team to local organization PJM R R R, A
Hand over to support organization and ongoing support PJM R R R, A
Main activities
Local cut-over
Month 1
Year
Local
preparation
Execute
Local cut-
over prep.
Local cut-over
M M M M M
Main deliverables
Final data loads executed and signed off (finance, after closing) DMA R R, A R
Controlled ramp-up PJM R R R, A
Preparation of handover and handover sessions PJM R R R, A
Achieve stage sustain and continuous improvement
Sustain and improve

Month 1
Year
Achieve
Ensure
sustain
Continuous
improvement
Ensure sustain
Continuous improvement
Ensure sustain

Month 1
Year
Ensure sustain
System monitoring, management and tuning
Incident and problem management
Service management
User authorizations and profiles management
Change request and transport management
Job scheduling
Support pack and upgrade management
Data archiving
Available and efficient SAP systems
Efficient service processes
Satisfied end-users
Business value generating SAP solution
Archived solution data
Ensure smooth operations of the live site
Ensure sustain

System monitoring, management and tuning COE
Incident and problem management COE
Service management COE
User authorizations and profiles management SAA
Change request and transport management COE
Job scheduling DEM
Support pack and upgrade management DEM
Data archiving PRM
Main activities
Month 1
Year
Ensure sustain
Main deliverables
Available and efficient SAP systems COE
Efficient service processes COE
Satisfied end-users COE
Business value generating SAP solution PRM
Archived solution data PRM
Ensure sustain

Month 1
Year
Ensure sustain

Month 1
Year
Ensure sustain
Identify, scope, and implement improvement projects (on top of all
ensure sustain activities)
Optimized SAP system
Continuous improvement of business value
Secure continuous improvement of business value

Month 1
Year
Ensure sustain
Identify, scope, and implement improvement projects (on top of
all ensure sustain activities)
PRM
Main activities
Main deliverables
Optimized SAP system BPM
Continuous improvement of business value PRM
Short version of stage overview
Would be good for an overview of the IDEA stages

An overview of the 4 stages and the phases

A high level listing of activities; deliverables and timelines by stages
IDEA: Stage implementation approach
Insight Achieve Design Execute
Insight preparation
Global
preparation
Local
preparation
Ensure sustain
Global business
bueprint
Global realization
Ongoing support,
rollout and
maintenance
Local cutover
Local business
blueprint
Local realization
Local cutover
preparation
Strategy
bueprint
Program
definition
Continuous
improvement
IDEA: Stage implementation approach
Understand the current
strategic business
objectives and as-is way
of working
Define/develop the
strategic business
objectives, scope,
and structure
Document the strategic
vision and case
for change
Define and document
the solution scope
Define the
implementation strategy,
overall program plan
and schedule
Build and test template
system (configuration
and RICEF
development)
Handover solution to
centre of excellence
Rollout project plan
Perform DRAFT FIT/
GAP against template
Conduct "White Smoke
Workshop" to get
blueprint approval
Conduct testing
Hand over to support
organization and
ongoing support
System monitoring,
management and tuning
Incident and problem
management
Service management
Identify, scope, and
implement improvement
projects (on top of all
Key stakeholders
Business owners
Sponsors
Program management
Business owners
Project team
Key users
Local business owners
Project team
Key users
Centre of excellence
Support team
6 months 10 months 10 months TBD
Duration
(estimate)
Activities
Required
resources
Insight Achieve Design Execute
Timelines
Please update according to the project!

M F J D N O S A J J M A M F J D N O S A J
Year 1 Year 2
J M A M F J
Year 3
Phases
Global realization
Local business blueprint
Global business blueprint
Local cut-over prep
Execute
Design
Global project prep
Local project prep
Achieve
Insight
Local realization
Ongoing support, rollout & maint
Local cut over
Stage: Insight
Activities
Initiate and plan the Insight stage
Set up Insight stage organization and infrastructure
Review the initial risks
Understand the current strategic business objectives
and as-is way of working
Define/develop the strategic business objectives
Identify target benefits
key stakeholders
Document the strategic vision and case for change
Developing high level KPIs for the organization at the appropriate
levels within in the process model
Define the future setup of all related processes and organizations
Definition of the scope and structure of projects, identifying the pilot
project and elaborating a implementation plan and sequence
Define methods, techniques, tools, standards, and procedures that
will be applied throughout the life of the program
Consolidate the figures and set up a business case and describes
the transformation concept

Deliverables
Insight stage project organization chart
Overview and Insight stage plan
Insight phase plan and status management approach
Insight phase kick off pack and workshop materials
Updated budget
Strategic business objectives
Strategy blueprint
SAP solution map
Operations design
Business initiatives
Target business benefits for the business initiatives
Enterprise IT strategy
Implementation scope and strategy
Program management strategy
Data management strategy
Organizational change management strategy
Business case
Transformation concept

Purpose
Create a compelling and adaptive business framework for future business processes/scenarios aligned with all stakeholders
I D E A
Initiate and start planning of the template project
Define and document the solution scope
Define the implementation strategy, overall program plan and schedule
Define and document the program and project standards, guiding
procedures and governance process
Define template scope
Prepare and conduct business requirements workshops
Prepare and conduct White Smoke Workshop 1.
Create blueprint documentation
Build template system (configuration and RICEF development)
Perform data cleansing
Prepare and conduct White Smoke Workshop 2 for approval of template
system configuration
Perform functional risk assessment
Promote template scope to quality system
Plan, prepare and execute unit- and integration testing
Plan cut over
Set up of global security and authorization concept
Prepare and conduct White Smoke Workshop 3 for approval of tested
template environment
Production support
Going live check: verification session
Handover solution to centre of excellence
Stage: Design
Activities Deliverables
High level program plan
System and client concept
End-user training strategy
Organizational change management plan
Data migration strategy
Authorization strategy
Development and configuration standards
Technical change management strategy
Business blueprint
Business scenario
Business process flows
Process Master List (PML)
Functional specifications (RICEF List)
Data conversion object list
System configuration documentation
Test strategy and plan
Authorization matrix
Data Migration plan
Cut over plan
Unit-/integration test overview list
Quality review/report (incl. Action plan)
Going live check: Verification session report
Program closure document
Purpose
Design and build of harmonized processes supported by common data standards, and realization of a system global template
I D E A
Stage: Execute
Activities
Update rollout project plan
Detail blueprint WBS
Write local business case
Perform DRAFT FIT/GAP against template
Perform user requirement workshop to identify local GAPs
Planning for implementation of GAPs (local add ons and
template extensions)
Align local data cleansing approach
Align local data migration approach
Identify and manage required organizational changes
Define local end-user training strategy
Conduct White Smoke Workshop to get blueprint approval
Prepare testing for local scope and template extensions
Execute unit- and integration testing
Execute data collection and cleansing
Preparation of end user training material
Create/update local SOPs
Promote local project scope to production environment
Define and agree upon go-live criteria list
Perform go no go decision
Cut over support and bug fixing
End-user support
Hand over from local project team to local organization
Hand over to support organization and ongoing support
Deliverables
Business blueprint WBS
Project communication plan
Project risk management plan
Local kick-off meeting
Documented FIT/GAP analysis
Process Master List (PML) for project scope
Functional specifications for approved local specifics
Local business scenarios
Local process flows and requirements
Local data migration object list
Configuration logs and development specifications
Detail design papers
Test strategy and test plan
Training plan and training documentation
Unit and integration test executed and signed off
Cutover strategy and plan defined
User acceptance testing executed and signed off
Go-live criteria fulfilled and approved
Approval for go-live
Training need analysis updated after training execution
Preparation of handover and handover sessions
Purpose
Implementation of harmonized processes by rolling out the template and managing organizational change
I D E A
Stage: Achieve
Activities
System monitoring, management, and tuning
Incident and problem management
Service management
User authorizations and profiles management
Change request and transport management
Job scheduling
Support pack and upgrade management
Data archiving
Identify, scope, and implement improvement projects (on top of all

Deliverables
Available and efficient SAP systems
Efficient service processes
Satisfied end users
Business value generating SAP solution
Archived solution data
Optimized SAP system
Continuous improvement of business value

Purpose
Stabilization of harmonized processes after the systems are live and the management of continuous improvement
I D E A
This is more focusing on an overview and explicitly explains difference between
pilot and rollouts
Mini version focused on description
"Is that all there is?"
Insight stage strategy blueprint and program definition
Overview
Improvement
Insight stage contains a number of work packages setting the framework and direction
for the program
Strategic vision clarifies the overall direction the organization is heading to and aligns these
results among all senior management. The strategic vision is the basis for all follow-up activities
of the program, It describes the business objectives and collects ideas on business
opportunities to reach the business objectives
Macro design delivers a process overview down to level 2 representing the future operating
setup. In addition, the processes are mapped to SAP solutions and a first cut of the future
system landscape is sketched
IT strategy and architecture: Future setup and governance of the new IT system landscape
and the transformation process towards the system landscape
Business case and transformation plan consolidates the figures elaborated in previous work
packages sets up a business case and describes the transformation concept, thus preparing
the necesSAAy qualitative and quantitative data for the program charter
Finally program charter brings together all elements of the Insight phase and enables a formal
sign off and closure

Strategy blueprint
and program
definition
Global template
Pilot
Rollout
Overview
Creation of a global system and paper template that covers the majority of business
processes, systems and data. The template system is created, including test scripts, training
material, high level pilot plan, focusing on global harmonization of processes
A core team of business and IT people from the client together with our consultants will design
the template and prototype it, business involvement is ensured by following the White Smoke
Workshop approach
The template will cover global concepts and standardized processes for all business areas,
plus standardized data settings and numbering conventions to support the clients business
The template design will be based on SAP standard functionality wherever possible, any
enhancements or modification to SAP standard functionality have to be covered by a
business/benefit case and must be approved
All requirements for new processes or process changes are coordinated by the central
template team (template guardianship), consisting of business process owners and
IT model owners
Strong change control will be employed to manage and ensure the integrity of respective
applications and infrastructure, all changes have to be approved by the change control board
Only approved change requests are implemented
Improvement
Strategy blueprint
and program
definition
Global template
Pilot
Rollout
Overview (pilot)
A pilot site has been chosen that is representative for the business needs across all sites.
Focusing on one pilot site mitigates the risks that endangers business continuity and
is seen as the best learning tool for client staff to familiarize themselves with the technical
solution and global processes
The pilot implementation will cover The pilot will prove the designed solution, before parallel
rollouts to other countries are initiated
The pilot will not only prove process design and system functionality but also the
rollout approach
During the template design and pilot implementation Lodestone experts will conduct
knowledge transfer to client employees, allowing client to start building up an internal SAP
expert team that can execute later rollouts and replace external consultants
Improvement
Strategy blueprint
and program
definition
Global template
Pilot
Rollout
Overview (rollouts)
All rollouts follow the same project phases as the pilot implementation, with defined tasks,
deliverables, and responsibilities
To ensure business continuity the rollout team will also provide a post go-live support
to each country, while continuing with the next rollout
The external time and resources required for the rollouts decrease constantly since
solutions developed in earlier implementations can be leveraged across various countries
Client will build up an internal organization to support all countries that are live on SAP;
the pilot implementation will be supported by the core team
Cross functions work streams such as scoping, rollout planning, security, and authorization,
testing, training, and data migration management will be covered centrally across all rollouts,
to ensure consistency across all rollouts and focused risk and issue management
Improvement
Strategy blueprint
and program
definition
Global template
Pilot
Rollout
Overview
Lodestone will assist the client to setup and implement a powerful and sustainable
support organization
The built support organization is responsible for the daily support and takes over
the planned rollouts in new market organizations after program closure
Improvement
Strategy blueprint
and program
definition
Global template
Pilot
Rollout
Alternative non-scientific soft version
Activities and deliverables represent a client example and have to be adapted!

They are not always in line with the typical IDEA approach
Project timelines
Insight stage
Week Week Week Week Week
Month Month Month
Year
Week Week Week Week Week Week Week
Insight
Design
Strategy blueprint
Process and organization review
Business case transform. conc., project charter
Program definition
Program preparation
Phases
IDEA Insight stage establishes the project team and the necesSAAy infrastructure and procedures required,
elaborates a compelling and adaptive business framework for future business processes/scenarios aligned with
all stakeholders and details the strategies for implementation, program management, change management and
data management, the future IT setup. It combines all results and decisions in a business case, a transformation
concept and a program charter
Insight: Strategy blueprint
Detailed timelines strategy blueprint
Month 1
Year
Insight
Process/organization
review and strategy vision
Program definition
Strategic blueprint
M
Strategy blueprint establishes a compelling and adaptive business framework for future business processes/scenarios. It describes the level 0 process model
and develop it further down to a level 2 process model representing the future operating setup and evaluating the benefits of changes
Business case trans-
form. conc., project charter
M M M
Week
Month Month
Week Week Week Week
Business rules matrix Develop business rules matrix
Opportunities/target benefits Describe opportunities/target benefits
Define SAP mapping/SAP solution map
Process model Process macro design
Gaps identified
Fit/Gap-Workshop process macro design
SAP mapping/SAP solution map
Fit/Gap-Workshop organization, and roles
Prototype Workshop
Define key performance indicators
Org. setup, roles and responsibility
Key performance indicators
Organization, roles and responsibilities
Deliverables
Prototype, deltas identified
Activities
Aligned strategy blueprint
Define service level agreements Service level agreements
Approval Workshop OCM/Training Strategy
Gaps identified
Insight: Program definition
Detailed timelines methodology and validation
CLIENT will use the Lodestone IDEA methodology and the validation approach incorporated in it. However, IDEA has to be tailored and sized to the CLIENT
requirements in order to deliver all necessary elements and at the same time chose an efficient approach. At the same time it has to be decided, if and how
the methodology already used in the ongoing projects can be integrated results will be aligned in two workshops
Month 1
Year
Insight
Program definition
Strategic blueprint
M
M M M
Month
Week Week Week
Month
Week Week Deliverables Activities
Aligned methodology/validation Approval WS meth./validation/document
Validation plan Create and approve validation plan
Review development/customizing stand.
Doc. catalogue/templates
Fit/Gap Workshop method./validation Identified gaps
Revized standards
Review method./validation approach Analyzed approach
Integrate IDEA into current approach Right sized project method.
Define document catalogue and templates
Program definition
Strategic blueprint
Detailed program strategies
Month 1
Year
Insight
M
The program strategies stream within program definition of the Insight phase sets the cornerstones for the overall implementation strategy by defining the
template scope, the sequence of country-rollouts and the pilot country, by setting up the organizational change vision and the data management strategy.
In addition, the overall program management strategy is set up
M M M
Month Month
Program management tools Program management organization
Approved OCM/training strategy Approval Workshop OCM/training strategy
Training strategy
Organizational change vision Organizational Change Mgmt. Strategy
Approved PM/implementation Approval Workshop PM/implementation
Roadmap and rollout approach Implementation strategy
Approval Workshop data mgmt. strategy
Approved data mgmt. strategy
Training strategy
Deliverables Activities
Master data strategy development approach
Master data strategy is key for global solutions
Implementa-
tion approach
Target
benefits
Analysis Roadmap
Define strategic
benefits
Define
operational
benefits
Define cost
benefits
Define effort for
implementation
and change
Elaboration of
different
transition paths
with pros and
cons
Alignment with
overall
business and
IT roadmap
Change
management
concept

Strategic
framework
As Is
analysis
Understand as-
is process
structure and
behavior
Fix scope
Understand
and deepen
context
(business
strategy,
products,
process
architecture,
organization)
Illustrate
system land-
scape with all
data sources
Identify As-Is
master data
situation
(design areas
along the
master data
strategy)
Identify
optimization
potential (short
term, middle
term, long
term)

1 2
Design
Constitute rules
for structures
Define rules for
terminology
and syntax
Constitute
number range,
data fields etc.
Structures
& standards
Master data
processes with
roles for apply,
maintain and
close for
master data
Data quality
concept
Data ownership
Processes
& organization
Business
requirements
for system
support
Assessment of
different
system setups
MDM vs. ECC
Revise system
landscape
Decide about
leading system
per process
Systems
& technology
3 4 5 6 7
Constitute key design principles
Potential changes, fit/gap to best practices
Master data strategy
The following approach will be applied for the master data objects materials, customers, vendors, and routing database
Program definition
Strategic blueprint
Detailed IT strategy and architecture
Month 1
Year
Insight
M
IT strategy and architecture defines the funDMAentals of IT approach to the program and aligns it with the enterprise IT strategy.
It contains the design of the ERP architecture as well as the definition of the IT operational processes, the organizational structure of the support organization
and the technical change management processes and tools
Business Case Trans-
form. conc.,project charter
M M M
Month Month
Activities
Approved IT org. and proc.
Technical CM processes/tools Define IT change management
Approval workshop IT org. and proc.
Define ERP architecture ERP Systems/clients/flows
Define IT operation IT Services/infrastr./organiz.
Deliverables
Define IT organization Support organization setup
Project timelines
Design stage
Week Week Week
Month Month Month Month
Year Year
Week Week Week Week Week Week Week Week Week Week Week Week Week
Program preparation
M2
Label
M3
Phases
Solution build
Solution test
Global realization
Label
M1
Label
Global blueprint
Global blueprint signoff
(White Smoke Workshop 1)
Global system configured
Global system tested
Design (template)
Business process design slides/flows
Abstracts of reengineering opportunities
Proposal for org structure
Gap list from blueprint phase
Pre-reading for participants
Agreed organizational structures
Agreed business processes and concepts
Decisions for closing identified gaps
Selections of business processes/solutions to be shown at WS2
Deliverables
"White Smoke" Workshop 1
Month
Year
Month Month Month
Global blueprint
Progr.
prep.
WS 1
Global realization
Design (template)
Solution build Solution test
M
M M
Agree on blueprint deliverables (scope and solutions) as starting point
for the realization phase
Sign off/approval of key deliverables
Formally close blueprint phase
Objectives
Perform and finalize business process modeling and prepare slides to
demonstrate the business processes with key business activities
Prepare abstracts on reengineering opportunities (slides) representing
key statements/decisions
Elaborate org structure based on business processes collected and
proposals for mandatory/best practice solutions
Prepare list of open decisions to be made for closing identified gaps and
work out options and proposals
Preparation
Present proposal for organizational structure set up
Present key content of reengineering opportunities
Present options and proposals for closing gaps and for degree of
standardization (mandatory/best practice)
Present business processes on slides containing key activities incl. brief
description and responsibilities. Discuss planned/defined harmonization
per key activity
Define business processes and/or functionalities to be shown at WS2
Execution
Detailed slides with further explanations of SAP functionalities
shown in SAP
Slides with description of new/pending decisions to be made incl.
proposals of team
Share touch and feel of SAP solutions worked out
Agree on proposals made for remaining decisions
Agree on rough cut prototype (RCP) solutions and sign off prototype
Identify and agree on remaining tasks for closing realization phase
Define solutions to be shown at last WS3
Deliverables
Month
Year
Month Month Month
WS 1
Global realization
Design (template)
M
M M
Show configured solutions in SAP
Match expectations/business understanding with solutions presented
with or without SAP
Collect areas for adjustments of current solutions
Objectives
Configure and set up SAP to be able to show selected business
scenarios, processes and solutions
Prepare synopsis and detailed slides for SAP demos
Prepare slides for solutions worked out which will not be shown in SAP
(e.g., interfaces/solutions based on functional specifications)
Work out proposals for new/pending decisions
Preparation
Present solutions in SAP (processes and functionalities). Use 2 beamers to
have slides for illustration and SAP screen in parallel
Present solutions not shown in SAP
Present proposals for new/pending decisions and agree on proposal or define
mitigating actions
Execution
Global blueprint
Progr.
prep.
Detailed slides with further explanations of SAP functionalities
shown in SAP
Slides with solutions worked out since WS2
Agree on core deliverables and sign off global realization phase
Deliverables
Month
Year
Month Month Month
Global blueprint
Progr.
prep.
WS 1
Global realization
Design (template)
M
M M
Show additional configured solutions in SAP
Present solutions for adjustments identified in rough cut
prototype (RCP)
Compile repository of core standards for SC approval
Objectives
Work out solutions for adjustments requested in RCP WS
Configure and set up SAP to be able to show business processes and
solutions selected in WS2
Prepare synopsis and detailed slides for SAP demos
Prepare slides for solutions worked out but not shown in SAP (e.g.,
interfaces/solutions based on functional specifications)
Preparation
Present solutions in SAP (processes and functionalities). Use 2 beamers to
have slides for illustration and SAP screen in parallel
Present and discuss solutions worked out
Execution
Rollout concept
To achieve the objectives of ensuring process consistency throughout the whole program, accelerating
the speed of the project and thereby managing the risk of parallel localization in a single instance system
environment, the deployment should be done using the following rollout concept
Pilot implementation to prove the template concept
After the pilot implementation the former template team will be split into regional cluster rollout teams and a
smaller central team to become the overall central deployment team
Cluster rollout teams are composed of central deployment team members and local business representatives
Rollout clusters have been formed by grouping sites of one or more countries together, to be confirmed during
global realization phase
There might be concurrent cluster deployments to support timely program execution
The central deployment team members ensure template compliance during the rollouts (template guardianship)
Set-up of strict overall change control governance to endorse template compliance
All configuration is done by central deployment team
Drivers for the cluster sequence after pilot
To determine the most appropriate rollout approach the following major drivers should be evaluated
Fast realization of business benefits, which are determined by
Degree of harmonization and standardization of business processes globally
Ensuring consistency on a global level throughout the whole program
Dependencies between rollout sites
Geographical location
Shared/interfaced processes/systems
Business interfaces between sites
Status of global ERP rollout per site
Balancing speed of implementation versus risk of business disruption
Resourcing aspects
Availability of resources (numbers, skills)
Leveraging experienced teams (e.g., "snowball" effect)
Handover from external to internal resources for deployment
Age and maturity of As-Is ERP applications
Month Month Month Month Month Month Month Month Month Month Month Month Month Month Month Month Month Month
Pilot and rollouts
Local
preparation
Year
Rollout Europe
Local
cut-over
Local
data
concept
Local
realizatio
n
Local
cut-over
preparati
on
Execute
Execute
All rollouts are following a common scheme that ensures whereas the pilot rollout will be the prove of concept
for this approach. The following rollouts should be generally clustered by region to enable a "moving" rollout
team. The starts of the parallel rollout streams is generally delayed by 23 months to establish an efficient
handover. The duration of the rollouts is estimated with an average of 2 months per country (which may vary
slightly by complexity)
Rollout Europe
Rollout APAC
Rollout Americas
Potential governance and rollout approach
Central governance with parallel overlapping regional deployments
Central team
Strong governance to manage overall success
Ensures consistency of template and central systems
Provides and monitors consistent approach, tools, methodologies and
lessons learned to all regional projects
Coordinates and supports cross-regional topics
Developments
Migration, testing and training
Communication, change management
Basis and infrastructure
Authorizations
Regional rollout teams
Responsible for successful regional and local project execution
Key resources deployed in subsequent rollouts
Close contact with involved business responsible within the cluster
Benefits of chosen approach
Right combination of central governance and local speed
Early ramp-up of key regional resources to build regional rollout teams
Key people continuity across rollouts to ensure quality and speed
Overlapping regional rollouts speed-up rollouts
Americas time zone EMEA time zone Asia Pacific time zone
Core 3
Core 2
Core 1
Core 3
Core 2
Core 1
Core 3
Core 2
Core 1
HRCL X
HRCL 1
HRCL X
HRCL 1
HRCL X
HRCL 1
Central
Template
Pilot
C
o
r
e

l
i
g
h
t

C
o
r
e

Program timelines
Design and Execute phase Overall timeline
The first step of the global rollout of the new solution and processes will be the implementation of the pilot cluster

The further global rollout will be realized in at least 3 parallel streams which will be organized according to
regional clusters (e.g., EMEA, Americas, APAC)
Jan Feb Mar Apr May June July Aug Sep Oct Nov Dec
Quarter 1 Quarter 2 Quarter 3 Quarter 4
Design Execute
SC cockpit
CH Hub solution
Rollout pilot
Rollout sites
Country X
Month Month Month Month Month Month Month Month Month Month Month Month Month Month
Sustain and improve
Year
Achieve
Ensure
sustain
Continuous
improvement
Ensure sustain
Lodestone Management Consultants AG
Obstgartenstrasse 27, Kloten
8058 Zrich, Switzerland
Phone: 41 44 434 11 00
Fax: 41 44 434 11 01
www.lodestonemc.com
Belgium
Canada
China
Czech Republic
Germany
Poland
Portugal
Romania
Singapore
Switzerland
Thailand
United Kingdom
USA
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IDEA Method Overview Slides - REVIEWED - PF

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August 20, 2014

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