ASSESSMENT 1 : Review report
Introduction- Clippers Gardening Services
Clippers Gardening Services experienced growth during the six months increased by only employing one to five employees. Due to this rapid growth to a significant increase in the number of words written and the addition of four new employees.
Current Issues – administrative system
There are four gardeners work with scissors, each of them now provide quotes to customers. There are inconsistencies recently is the amount of the difference will be brought by individual parks. Appears to be no set fee structure in place.
• Because there is no centralized system that copies of all quotations are stored in files, office staff …show more content…
can not be accessed words, if a customer calls with a question
• If the customer money by the park assigned to receive a copy of the original quote from the office.
• Because words are written in a way that carbon-office staff can not keep saying to prospective customers because gardeners carry books invoices with them, and they rarely visit the office.
• Words that are often difficult to read because they are hand-written in words that refer customers and deliver to customers on the spot. There are four gardeners work with scissors, each of them now provide quotes to customers. There are inconsistencies recently is the amount of the difference will be brought by individual parks. Appears to be no set fee structure in place.
• Because there is no centralized system that copies of all quotations are stored
Review Component
• Ask for budget for the implementing the new system
Request For quote( RFQ ) $2,000
CPQ (Configure, Price, Quote) $2,200
• Documented the name of the relevant people (6 staff members)
- Jeff Smith (Owner)
- Dean Dew(Office Manager)
- Tim Flynn (Gardener)
- Jim Jones(Gardener)
- Sarah Long(Gardener)
- Chris GIn(Gardener)
• Six Questions to ask stakeholders
What are the greatest challenges in your role?
What success will look like.
Who do you think will be affected (positively or negatively) by the project and how.
What will happen if we do not change how things are done today.
What other changes happening within the organization that may affect this project or not?
How would you describe the process?
Recommending 2 administrative system
- Both systems are electronic based
Details on both administrative system
• Request For quote( RFQ ) Buzby (2002) said that Reduction of paper use a electronic quoting. Currently, the majority of the tasks involved in the quotation process utilize paper as the major tool of information transfer. The quote request packages (including specifications, customer details and blueprints) are received in paper form through mail or fax. As the quoting process begins, a paper traveler is attached to the RFQ (request for quote) package and all costs are recorded on it by hand. Labor costs are calculated on pen and paper before
• CPQ (Configure, Price, Quote) Configure One (2013) said that software is the industry-leading customized solutions for companies small. It was both sales and demand for customization, production and web-based architecture means that customers can deploy to various groups. (Customer service, sales, customers, dealers.) can be customized to produce, sell paintings, virtual 3D models of rooms and more integrated to the ERP / CRM relatively easy. It You can create calculations to determine the price they wish to offer to their clients at the end.
Overview
System requirements Administrative system (1) Administrative system (2)
Component of system Software Software
No. of users 5 6
Organisation and staff requirements that electronic solutions are the best remedies for the quotation process to reduce the total cycle time ± the basis for providing competitive prices and excellent customer service The Concept Admin interface is intuitive and easy to use Admin. Customer and technical support is very responsive
Purpose The quotations tight links producers and suppliers. And customers in the supply chain a good record of success. Not just words But the benefit of the partners But the position The concept of corporate pricing, extensive product Configurator and operating costs allow us to more accurately model that our prices or the cost of our products. Price function makes it easy to implement new pricing strategies.
Skills of existing staff Basic Skills Basic Skills
Staff training needs Easier to Understand software Easier to Understand software
Price 2,000 2,200
Quotation
Price Administrative system (1) Administrative system (2)
System consultant 250 300
Computer software 500 600
Office suppliers 200 250
IT technicians 400 450
Staff training 300 200
Maintenance 350 400
System consultant 250 300
Computer software 500 600
Consulted suppliers and external services for two systems
Request For quote( RFQ )
Preparing service after selling software
CPQ (Configure, Price, Quote)
Management and customization of software applications on the Web with minimal disruption to business operations from day to day. Project managers learn our products and business rules with your details to the project and deliver complete solutions. As they examined the design of the project will be the final decision-making authority.
Identified customer support or training offered by suppliers
Request For quote( RFQ )
Our goal is to set up for you to be completely self-sufficient in implementing and maintaining the organization Configurator products. That's why we provide in-depth training standard and custom
CPQ (Configure, Price, Quote)
The first step is to identify a qualified person (s) for the role of administrator of the system administrator customization is responsible for creating data models and rules that come into the concept of the organization. Product Configurator to configure a training class covering the administrator and you will be assigned a project team set up for counseling and consultation throughout the project.
Analysed the research information obtained for relevance
Request For quote( RFQ )
Producers in the market in terms of the responsiveness of customer service, efficiency and competitive pricing.
CPQ (Configure, Price, Quote)
The concept also reduces the challenge of variable pricing based on customers different levels of the late Rep.
Positive elements of both systems
Request For quote( RFQ )
It is a flexible and powerful integration tools. The one with excellent support staff and they quickly resolve any problems.
CPQ (Configure, Price, Quote)
The concept is great software that makes it very efficient in processing our workload and provide our customers with self-service tools. We have been able to gain significant efficiencies in processing time and accuracy.
Drawbacks of both systems
Request For quote( RFQ ) RFQ Supplier of raw materials
Customer Manufacturer Bid Supplier of semi-finished parts
CPQ (Configure, Price, Quote)
Customer Call center Staff
Policies or procedure relating reviewing the quotation system
Request For quote( RFQ )
Link quotation process, key partners in the supply chain, thus playing. Key role in coordinating the supply chain and improving supply chain performance advice
CPQ (Configure, Price, Quote)
Easy for sales people to learn. Provides a professional looking quote document and an accurate bill of material. Staff at CPQ is knowledgeable and responsive when there are issues
Recommendation
From details which administrative system that will you recommend to this Request For quote( RFQ )
Assessment 2 – Implementation plan for the new system
Implementation planning
Analyze and understand the plan - start at the beginning. The first step in the operation should start with a thorough review of our business requirements and processes to identify what is working well and the aspects of your business that may need updating and refinement. These business requirements are mapped to plan our project, which will drive the remainder of the action.
Design, develop and build - the plan that took place in the first stage of the implementation team to continue building our staff system. This is used to determine those business processes and system functionality detailed project plan.
Training, test and acceptance - Building on lessons learned and test data from the old system of step 3, the course includes your employees on best practices and methods. To deliver the required functionality. The results of this test and training period will be subject to review and sign-off should be secured to date indicate that progress is acceptable and consistent with the overall goals of the operation.
Implementation and Go-Live - work from the knowledge gained in step two and three of the new accounting system, you should now be complete. Our original data to the new system and all of the experience and resources of the project team is in place and ready to make the final transition to the new system.
The ongoing support - with the launch of the success of your new system of technology will now continue to provide on-going support. This can be passed along with the help desk application that has renovated several firms also provide free webinars and user group meetings.
Budget for implementing the new system
System consultant 250
Computer software 500
Office suppliers 200
IT technicians 400
Staff training 300
Maintenance 350
System consultant 250
Computer software 500
Total 2,000
Identified stakeholder involved in the implementation
Identify the stakeholders involved and to understand and interest new system .The key idea here is to develop a comprehensive understanding of who the stakeholders, you have what they care about. and how they relate to the new system
List name of person who involve in the implementation
- Tim Flynn (Gardener)
- Jim Jones(Gardener)
- Sarah Long(Gardener)
- Chris GIn(Gardener)
Gathering feedback regarding implementing new system
The secret to understanding the needs and concerns of our customers want to make the most of customer feedback. That means not only But to collect feedback. But management and compliance feedback to improve our products and services.
Reviews from the growing number of channels, including in person, phone, comment cards, surveys, email, web, social networks, mobile phones and other Moreover, the number of individuals and departments within your company is collecting feedback. customers and in a variety of formats. For example, the market may have conducted a survey on the Web, product development could be carried out focus groups, contact center may collect customer feedback from support. this information to improve customer relationships.
Data were collected from employees and customers who are appreciate this new system because this system is understand so easy
Benefits of consultation with stakeholder (Select 2-3 points and giving in details why you are using them)
• Team goal setting
Many of satisfaction in the work to be found in a relationship that has to happen is increased by providing employees who have established relationships in each, and achieved the goals by the team
• Identify training needs
The training program is tailored to meet the needs of the company provides intensive training for key employees that they can disseminate information across the enterprise.
Legislative policies that need to be factored in the implementation plan (Select 2-3 points and giving in details why you are using them)
• Anti-discrimination legislation Equal opportunity means everyone can participate freely and equally in the areas of public life, such as work in education or in access to goods and services. Discrimination is treating or offering to treat someone unhappy or bullying them because of personal characteristics that are protected by law. Equal opportunities legislation aims to promote the rights of all people to equality of opportunity; Eliminate as far as possible, discrimination and sexual harassment. And provide compensation for those whose rights have been violated
• privacy Laws
Privacy law refers to the laws which deal with the regulation of personal information about individuals which can be collected by governments and other public
• Codes of Practice.
Codes of practice are practical guides to achieving the standards of health, safety and welfare required under the Work Health and Safety (WHS) Act and the WHS Regulations in a jurisdiction
Identified two appropriate communication strategies to inform staff (Select 2-3 points and giving in details why you are using them)
• Email E Mail is used to send small amounts of information.
This can be expanded by using the attachment function to attach documents. It is usually reserved for less formal communication but the use in a formal sense is growing and gaining approval
• Office memo
Allows members of organizations to communicate and share information that is relevant to people within the organization. While the letters to members of the organization to communicate with people outside the organization, notes often contain information that affects those in the organization, especially. They allow members or departments within organizations to communicate and convey information.
Different training needs for different staff (Select 2-3 points and giving in details why you are using them)
Type of training
• Skills assessment
The experience of training staff. This can be a great way to help employees increase their confidence in what they know and can do. Involving employees who feel they have gained knowledge about the new …show more content…
system.
• Training handbooks Training manual is a practical guide for employees skills training for all service providers. It contains information that will help provide training to provide training and skills for all the systems and algorithms that can do it.
Who will facilitate the new system training?
Dean Dew(Office Manager)
Who need to be trained?
- Tim Flynn (Gardener)
- Jim Jones(Gardener)
- Sarah Long(Gardener)
- Chris GIn(Gardener)
Who will conduct the training?
Dean Dew(Office Manager)
The resources needed when implementing the training Steps taken to give more attention and resources to have a system to collect current data often needs to be modified to meet the new system.
Step by step procedure for how to use the new system
Step by step procedure for how to use the new system
• Easy-to-use point-and-click administration screens allow customers to use the software and determine its rules quickly and without any programming knowledge.
• The settings screen allows efficient capture efficiency of the rules for the assembly to order, configure-to-order and engineer to order products.
• Screen management and installed completely on the Web, giving you the flexibility to allow your users to implement and maintain customized Web from anywhere in the world.
• Publisher module concept allows for easy publishing of change during development, test and production environments.
• Web management software to customize even the most complex rules for interoperability options, at the expense of future generations to create a material part numbers, pricing, reduce document production model. Draw paths dynamically create, display, and more.
Identified the responsibilities for each of the following people (Select 2-3 points and giving in details why you are using them)
• Office Staff
Office Staff have to responsibilities for coordinating between gardeners and customer.
• Gardeners
The Gardeners have to responsibilities for using a new system and learn how use it.
Timeline for implementation (Select 2-3 points and giving in details why you are using them)
• Pre implementation planning of tasks to be completed prior to implementation
2015 Week1 Week2 Week3 Week4 Week5
Project 8-14May 15-21May 22-28May 29May-4June 5June-11June
Initiation such as: Creation of project, Develop project budget Develop hardware and software requirements,
Planning such as: Develop project plan, level workflow analysis. Document and analyze current state workflows.
Execution such as: Design /Build, Testing
Control such as: Monitor and maintain project plan, Conduct end user training
Closure such as: Evaluate project success, Update and post application build and support documentation
• Pre implementation consultation regarding the new system and old system prior to implementation
2015 Week1 Week2 Week3 Week4 Week5
Project 24-30April 1-7 May 8 -14May 15-21May 22-28May
Creating change
Pre-test the change deployment plan for a complete change.
Implement the change
Test IT infrastructure post-change
Planning the process
Planning Sansone,(2013) Said
• Develop a project plan
• Refine the project scope and definition.
• Developing a communication plan
• Analysis workflows. Document and workflow analysis of the current state.
• Resource Planning
• Develop training strategies and training plan.
• Risk analysis and planning.
• Determine the critical success factors
Organizing staff in relation to implementation change over to new system.
Any two possible problems with implementation
• Staffs do not understand the new process well
• Staffs are not familiar with the new system.
Identified at least two possible problems with implementation. (Select 2-3 points and giving in details why you are using them
• Staff issues, lack of acceptance or understanding of the new system It is a big problem Staff at the lack of recognition or understanding of the new system because they do not know how to use it correctly. It makes the task that was not great quality.
• Staff lack of understanding of the process of implementation Staff who have a lack of understanding of the process of implementation, it has some problems. They will need to know about the new process because they can manage their time and do it quickly.
Strategies to overcome problems (Select 2-3 points and giving in details why you are using them)
• Seeking feedback from system users Companies will have to explore new system because we can know the feedback from employees and customers after a system update.
• Retraining If the staff does not have sufficient knowledge about the new system, so we have been training the new system once it is made sure that they understand the new
system.
Assessment 3
Monitoring recommendation
Monitoring recommendation report
Identified ways of monitoring the new administrative system (Select 2-3 points and giving in details why you are using them)
• Asking for feedback from internal clients
We know that employees are satisfied and agree with the new system.
• Asking for feedback from external clients
We know that the customers are satisfied with the new system.
Identified methods of identifying system problems (Select 2-3 points and giving in details why you are using them)
• Employing an external trainer to conduct skills analysis
Employees have adequate knowledge about the new system, the company hired outside trainers to conduct analytical skills and skills development.
• Assessing staff knowledge of system
It has been estimated that for an employee to know that employees understand the new system.
The systems capabilities to see if it’s used to its full capacity Companies should evaluate the ability to see whether full capacity utilization is much less. In order to work effectively.
The systems capabilities to see if it will meet the future growth of the organisation
The system capabilities increases efficiency
Identified possible security issues relating to the system and provided suggestions (Select 2-3 points and giving in details why you are using them)
• Passwords and codes are used to access information
We use a password and codes are used to access information to protect information security issues related to the system and the services offered. Limited protection for personnel who use the system.
• Information kept under lock and key
Important information should be logged in to keep it a secret. And confidential information is not disclosed.
Identified methods of training new staff (Select 2-3 points and giving in details why you are using them)
• Mentoring
Counseling about providing staff with experienced coaches to supervise the learning experience of his or her mentor or coach for advice and instruction. It does not do the job that the staff at work, training, trainees learn direct and may consult a counselor or coach in time for any help.
• On-the-Job Training
It allows employees to learn by actually performing a specific job or task. The employee will perform the job and learn as he goes. On-the-job training can be structured by using hands-on application supported by classroom-type instruction. It can also be unstructured using only hands-on application.
Identified methods of ensuring the system continues to meet the needs of the users of the system (Select 2-3 points and giving in details why you are using them)
• Reviewing the system-SWOT analysis
SWOT (strengths, weaknesses, opportunities and threats) analysis can help you identify and understand the important issues that affect your business.
• Reviewing feedback from external clients
Monitoring feedback from customers, we know the customer’s needs .And improved system efficiency increases.
Identified communication strategies to inform internal and external clients of system changes (Select 2-3 points and giving in details why you are using them)
• Training sessions training employees are motivated to start the job. Some reports indicate that people learn more effectively if they learn hands-on rather than listening to the instructor.
• Group meetings
When a group meeting where we will discuss the new system that will allow employees to ask questions and offer ideas on how the system will work best.
Identified methods of monitoring staff training needs (Select 2-3 points and giving in details why you are using them)
• Coaching/mentoring or a buddy system
It is a great system to help them to help them understand the need to train staff.
• Review
Training plan should be reviewed and modified as necessary, depending on how the internships or training and advance in consultation with the apprentice or training and their employers.
Responding to issues
Described possible reasons for Jim and Tim not using the new system (Select 2-3 points and giving in details why you are using them)
• Lack of understanding
Jim and Tim did not use the new system because they do not understand very well. They did not know how to use it.
• Lack of confidence
Jim and Tim did not use the new system because they are Lack of confidence that use the new system. how can do it properly
Suggestions of how to assist Jim and Time to use the new system (Select 2-3 points and giving in details why you are using them)
• Retraining
It makes sure that Jim and Time understand this use the new system correctly
• Mentoring
It gives employees the opportunity to receive one-on-one training from an experienced professional. This usually happens after another, more formal process has taken place to expand training on what has already learned.
Recommendation for training new staff
Training on the new system is almost impossible. The coach also has been more limited by the participation of the students. 'Than in other environments and trainees benefit from learning at their own pace.
Described how management should move forward after this monitoring process
Once you have evaluated the new system you will be able to monitor and make adjustments to improve the production system.
Reference
Conan M. Buzby (2002) Using lean principles to streamline the quotation process: a case study Retrieved June 9, 2015 From : http://www.researchgate.net/profile/Amy_Zeng/publication/220672273_Using_lean_principles_to_streamline_the_quotation_process_a_case_study/links/0f31753b4766f914e2000000.pdf
http://www.capterra.com/quoting-software/spotlight/143647/Concept%20Enterprise%20Product%20Configurator/Configure%20On
Configure One (2013) Configure One Services Retrieved June 10, 2015 From https://www.configureone.com/
John Hoyt,(2009) 5 Steps to a Successful Implementation of Your New Accounting System Retrieved June 10, 2015 From http://www.erpsoftwareblog.com/2009/11/5-steps-to-a-successful-implemention-of-your-new-accounting-system/
Toni Sansone,(2013) Step by Step Guide to Pre-Implementation Planning in Change ManagementRetrieved June 11, 2015 From http://www.tango2.com/2013/10/step-step-guide-pre-implementation-planning-change-management/