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Contents,Ourproposalisdividedintothefollowingsections:,Section1Introduction.WhatdoesPlaskolitewantfromthisproject?Section2ProjectOverview.WhatisArthurAndersensperspectiveonsoftwareevaluations?Section3ProjectApproach.Howwillweconducttheevaluation?Section4ProjectTeamWhowillworkontheproject?Section5ProjectTiming.Howlongwillittake?Section6ProjectCosts.Howmuchwillitcost?Section7ArthurAndersen.WhyArthurAndersen?Section8ProjectResources.Whatarethequalificationsofourteam?,OurUnderstandingofYourNeeds,Plaskolitesoverallgoalistoevaluateandselectanintegratedcustomerservice,distribution,manufacturingandfinancialsoftwarepackagethatbestsupportsyourbusinessinformationneeds.Tohelpachievethisgoal,PlaskolitewouldlikeaArthurAndersentoassistwiththeevaluationandselectionofanewsoftwarepackage.Thespecificobjectivesofthisprojectwillbeto:DefineandprioritizebusinessandinformationrequirementsIdentifyprocessimprovementopportunitiesResearchandidentifyviablesoftwarecandidatesObjectivelyfacilitatetheevaluationofthemostappropriatesoftwarealternativesDefineappropriatetechnicalarchitectureAssistwithvendornegotiationsPlanthesoftwareimplementationatahighlevel,Section1:Introduction,OurUnderstandingofYourNeeds,Thekeydeliverablestomeetyourobjectivesforthisphaseoftheprojectwillbe:HighlevelbusinessprocessmapsProcessImprovementOpportunitiesSoftwarerequirementsand“knock-out”criteriaFunctionalTechnicalVendorListofpotentialsoftwarecandidatesVendordemonstrationscriptsSoftwareselectionrecommendationSoftware,hardwareandservicescostestimatesHigh-levelimplementationplanOrganizationalimpactassessment,Section1:Introduction,OurPerspective,Ourlocalexperiencewithintegratedsoftwarepackagesisdeepandbroad.OurOhioConsultingpractice,whichincludesColumbus,ClevelandandCincinnati,hasover140full-timeconsultants.Softwareimplementationisthecornerstoneofourpractice.BelowisalistofsomeofourrecentengagementsinOhio.,Section2:ProjectOverview,ArthurAndersensphilosophyistoremainindependentofsoftwarevendors.Consequently,ArthurAndersencanobjectivelyevaluateintegratedsoftwarepackagesagainsttheinformationneedsofourclients.,WhatOurSoftwareVendorAlliancesMean,ArthurAndersendoesnotsellsoftwareorreceiveanyfinancialincentivesfromintegratedsoftwarepackagevendors.However,wedomaintainallianceprogramswiththeleadingsoftwareprovidersinthemarket.ThepurposeofthesealliancesistoestablishateamofqualifiedpersonnelfromthevendorandArthurAndersenwhocaneffectivelyserveclientsbydeliveringintegratedsolutionstoimprovebusinessperformance.Allianceagreementstypicallyprovidethefollowing:ArthurAndersencansub-contractprogrammingservicesatadiscountedpriceArthurAndersenreceivesdiscountedtrainingforitsprofessionalsArthurAndersenhasaccesstosoftware,productsupportandotherresourcesBystrategicallyaligningthemselveswithArthurAndersen,keysoftwarevendorscanfocusontheircorebusinesses-productdevelopment,trainingandsupport.ArthurAndersenhasinstalledthealliancesoftwarepackagesatourTechnologyInnovationCentersforclientdemonstrations,training,testingandremoteaccess.Tocapitalizeonthecollectiveknowledgewehavegainedinthisarea,ArthurAndersenhasalsoformedaCompetencyCenterofqualifiedprofessionalswithdeepexpertiseinpackagedsoftwareimplementations.Throughanon-linesoftwaredatabase,thiscenterpromotesinformationsharingamongArthurAndersenprofessionalsonallianceproductsandprojectsonaglobalbasis.,SSA,Section2:ProjectOverview,Experience,IndustryExpertiseBestPractices/ProcessSkillsSoftwareExpertiseKnowledgeCapital,OurPerspective-Collaboration,WebelievetruebusinesschangecanonlybesustainedbyPlaskoliteteammembers.Wewillserveas“ChangeAgents”challengingandpartneringwithPlaskoliteduringallphasesoftheproject.Wetakeafacilitativeapproachtoensuremutualownershipandafocusoncollaborativeefforts,positioningPlaskolitetoowntheselectioncriteriaanddecision.Ourapproachisrelationship-oriented.Wewillworkwithyouasabusinesspartnerinthisendeavor,takingyouragendaasourown,andseeingtheprojectthroughtoasuccessfulcompletion.,ArthurAndersen,HiredExperts,Plaskolite,Plaskolite,IndustryExpertiseBestPractices/ProcessSkillsSoftwareExpertiseKnowledgeCapital,Experience,TypicalApproach:Outsiders“drive”thesolutionOurApproach:Wecreateanenvironmentthatenablesyoutodevelopdeepskillsandthefinalsolution,Section2:ProjectOverview,OurPerspective-BusinessIntegration,HolisticBusinessIntegrationApproachImplementationofanysignificantchangerequirestheintegrationofstrategy,businessprocesses,people,andinformationtechnology.Applicationsoftwaremustbeevaluatedwithinthecontextofthisbusinessintegrationconcepttohaverelevance.,Section2:ProjectOverview,OurPerspective-KnowledgeSharingTools,LeveragingourFirmsglobalinformationsharingnetworkiskeyduringsoftwareevaluationprojects.,Finalists,PackageSoftwareCompetencyCenterMethodologiesSelectionMatricesResearchtheselectionteamscoreseachareabasedonhowwellthepackagemettheneedsofPlaskolite.Immediatelyafterthedemonstrations,thescoresaretallied.ArthurAndersenfacilitatesadiscussiontosharethescoringresultsandreachaconsensusonstrengthsandweaknesses.,Thedemonstrationresultsareonlyonecomponent(althoughthemostimportantcomponent)ofthefinalselectioncriteria.,Section2:ProjectOverview,SoftwareEvaluation-LessonsLearned,OurapproachworkstocomplementthebusinessknowledgeofPlaskolitewiththeindustryknowledge,technicalexpertise,and“bestpractice”workofArthurAndersen.ApackagewillnotbeembracedbyPlaskoliteifitischosensolelybyArthurAndersen.WewillfacilitatePlaskolitethroughourmethodologytoensureapartneringendeavorbasedonyouragenda.,Communicatethatnopackagewillmeeteveryperceivedneedandthatperceptionsmustchange.Selltheideathatnothingwillimproveunlessitchanges.Ensurethedemonstrationaudienceunderstandsthatvendorswanttoshowtheirstrengths,notnecessarilywhatisbestforPlaskolite.Facilitatethedemonstrationsaccordingly.Ensurereferencesareinsimilarindustrieswithsimilarvolumesandareusingtheproduct(nottestingorreadytorollout).Ensuretheorganizationunderstandsthatpackagesoftwareimplementationprojectsaremoreexpensiveandprovidelessrelativebenefitthanstrategic,competitiveinitiatives;however,theseprojectsarecriticaltoestablishingasolidfoundationtosupportfuturestrategicinitiatives.,Somegapswillbeidentifiedduringtheselectionprocess,butitisntuntiltheBusinessProcessSimulation(BPS)phaseoftheprojectthatallgapsareknown.Packagedsoftwarevendorsincorporateindustry-widebestpracticesfromtheircustomerbaseintotheirsoftware.DuringBPS,eachPlaskolitebusinessscenarioisexecutedinthesoftware.TheteamwillbeabletoidentifyhowPlaskolitewillfurtherchangeitsbusinessprocessestoalignwiththesoftwarevendorsapproach.Werecommenda“no-mod”policy,thisisachievedbyexecutingthesenewlyalignedbusinessprocessesinthesoftware.ButunlessPlaskolitemanagementiswillingtosupportthisapproach,thisgoalwillnotbeachievedandmodificationswillberequired.,Use“knock-out”criteriatoquicklygettoashortlistofvendors.Thiswillallowdeepfocusonahandfulofviablecontendersandallowmoretimeforvalue-addedactivitieslikeidentifyingareasforimprovement.,Section2:ProjectOverview,On-going,ProjectScopechangemanagement;andbusinessprocessimprovement.RonreceivedhisBSinIndustrialandSystemsEngineeringfromtheOhioStateUniversity.HeisanAmericanProductionandInventoryControlSociety(APICS)memberandhashisCIRMcertification.,RepresentativeClients:PioneerIndustrialComponentsStanleyElectricTheButlerCompanyBeldenWireandCableAdvancedDrainageSystemsShowaAluminumAshlandChemicalReltec,IndustryExpertise:IndustrialProductsAutomotiveElectricalProductsWholesaleDistribution,RelevantExperienceProfile:CurrentlymanagingaPeoplesoftimplementationprojectforatier1automotivesupplier.ManagedaJ.D.EdwardsERPimplementationforaJapanese-ownedtieroneautomotivesupplier.Theprojectscopeincludedallcorefinance,salesordermanagement,andmanufacturingfunctionsforasingleplantoperation.LedthefinanceteamonaBPCSERPsoftwareimplementationforalargemulti-plantwiremanufacturer.Thefinancialscopeincludedcostaccounting,AR,AP,GL,financialreporting,budgeting,andfixedassets.ImplementedprocessimprovementsinsupportoftheinstallationofBPCSforaJapaneseownedautomotivepartssupplier.Thefunctionalscopeincludedcostaccounting,accountspayable,accountsreceivable,financialreporting,andshopfloordatacollection.Programmedtheinventorycontrol,receiptofmaterialsapplicationwithinawidelydistributedintegratedmanufacturingsoftwareproductduringadevelopmentprojectforachemicalprocessingcompany.Designedcustomermaintenanceandfinancial/billingparameteradjustmentapplicationswhileworkingwithamulti-serviceutilitytoreplacelegacysoftwaresystems.Thesystemschiefrequirementwastheabilitytomanage(customermaintenance,billing,.)700ofthemostcomplexindustrialaccounts(Approximately25%oftotalrevenues).,Section8:ProjectResources,Resumes,PeteBeckwith,BackgroundPeteisaManagerinArthurAndersensBusinessConsultingPracticeinColumbus.Hehasover6yearsconsultingexperiencewiththefirmandservesManufacturingandWholesaleDistributionclients.Peteprovidesconsultingservicestoclientsinplanning,design,andimplementationofinformationsystems,aswellasprocessreengineering.PetereceivedhisBachelorofScienceinManufacturingEngineeringfromMiamiUniversity.HeisanAmericanProductionandInventoryControlSociety(APICS)memberandispursuinghisCIRMcertification.,RepresentativeClients:TheButlerCo.Wayne-DaltonEvereadyBatteryCo.EnergizerPowerSystemsMontgomeryWard,IndustryExpertise:ConsumerProductsWholesale-DistributionRetail,RelevantExperienceProfile:PeteledanERPsoftwareimplementationforthenationslargestdistributorofveterinarypharmaceuticals.PetemanagedandfacilitatedtheareasofSalesandMarketing,WarehouseOperations,Purchasing,Finance,andInformationSystems.Peteledapackagedsoftwareselectionprojectforawholesaledistributor.Hefacilitatedarticulationofallbusinessandtechnicalrequirements,andidentificationofprocessimprovementsbyleveragingBestPractices.Hefacilitatedtheresearchactivities,vendordemonstrations,evaluationdiscussions,andsitevisitswithclientteammembers.Peteworkedwithanationalmanufacturer-distributorofconsumerproductstomapas-isprocessesandidentifyareasofriskandareasforprocessimprovementinwarehousingoperations.Peteworkedwithabillion-dollarmanufacturerofconsumerbatteriestoimplementpackagedSAPR/3software,aspartofaglobalstandardizationinitiative.Peteworkedwithanationalretailerthroughitsacquisitionandmergerofaneast-coastretailer.Peteledtheintegrationeffortsofthedistributionsystemsarea.,Section8:ProjectResources,BackgroundMr.HoodisanexperiencedconsultantintheColumbusofficeofArthurAndersensBusinessConsultingpractice.Hehasover6yearsoffinancialaccountingandconsultingexperience.Hisexperiencesfocusontechnicalandanalyticalprojectimplementationsforthemanufacturingandfinancialservicesindustries.EducationalBackground.DougholdsaBAfromAndersonUniversity,withamajorinAccountingandaminorinBusinessAdministration.HeisaCertifiedPublicAccountantintheStateofIndianaandisamemberoftheAmericanInstituteofCertifiedPublicAccountants.,RepresentativeClients:StanleyElectricTigerpolyArvinIndustriesHancor,IndustryExpertise:AutomotiveIndustrialProductsFabricatedProductsWholesaleDistribution,RelevantExperienceProfile:Currently,leadingthefinanceteamonaJ.D.EdwardsimplementationforamanufacturingcompanyLedthefinanceandsalesordermanagementteamsonaJ.D.EdwardsERPimplementationforaJapanesetieroneautomotivesupplier.Theprojectscopeincludedallcorefinance,salesordermanagement,andmanufacturingfunctionsforasingleplantoperation.Responsibilitiesincludeddefiningbusinessrequirements,testingandimplementation.Facilitatedfinancialteamrequirementsdefinitiononasoftwareselectionprojectforatier1automotivesupplier.QADMFG/PROwasultimatelyselectedbytheclient.ManagedanSAPimplementationprojectforacaptivefinancecompany.Responsibilitiesincludedfacilitatingteammeetings,reportingprojectstatustocompanymanagement,providingprocessdescriptions,developingtheconceptualdesignandconfiguringtheFinancialAccounting(FI)andControlling(CO)modulesofSAP.Managedseveralauditandprofessionalservicesengagementsvarietyofindustries,includingWholesaleDistribution,SavingsandLoanandFabricatedProductsManufacturing.Responsibilitiesincludedcoaching,directing,andevaluatingtheengagement