The Critical Factors for IT and ERP Investment Success

Detailed discussion of the factors that cause business information system investment failure and the Critical Factors for investment success -- these factors are vital to understanding the information technology industry generally and particularly to understanding business information systems



Why IT and ERP investments fail and how to achieve successful outcomes aligned with the Business


London, United Kingdom or In-House at your venue


1. Put strategy and the essence of the business at the forefront of your IT and ERP thinking

2. Understand strategy and how it is absolutely critical to ensure that the Information Technology and ERP functions align with and support the essence of the business

3. Learn a Critical Issues method as a fundamental tool to establishing the REAL priorities

4. Learn a business centric technique for developing strategic plans for the Information Technology function

5. Learn why the “Information Technology” function is better referred to as the “Business Systems” function

6. And the CIO referred to as the CBSO (Chief Business Systems Officer)

7. Learn how to move the conversation between IT and the business to a different level

8. Understand the Factors that cause Information Technology and Business System (ERP+) investment failure and HOW to overcome them and design them out of your projects

9. Understand the Critical Factors for Information Technology and Business System investment success and HOW they substantially change the way you manage your projects

10. Learn a Critical Issues based, business results orientated Project Management Technique, that allows you to design and manage failure out of your projects

11. Gain insights into the importance of psychology in achieving successful IT outcomes

12. Understand why IT is the “harshest judge of governance”

13. And why “IT is about people”

14. Understand why IT managers and executives must learn “Business Speak”

15. Understand the long term direction of Business Information Systems and IT generally

16. Understand the critical importance of “Precision Configuration”, what it is, how it is developed and deployed

17. Understand why “Integration” is about people and data and NOT technology

18. Gain new insights into old problems

19. Understand how the fundamentals of IT have NOT changed in the last four decades

20. Learn how IT is NOT moving so fast you cannot keep up – learn how to bring technology down to your speed

21. Learn how to integrate the Information Technology / Business Systems / ERP function into the business



Gain insights that will enable you to take your IT function to a totally NEW level with the business

Overview

This course came about following an intense structured analysis of the experience gained by Dr James Robertson with regard to the design, configuration, commissioning (implementation), operation and trouble shooting of Business Information Systems including Enterprise Resource Planning (ERP) systems and general Information Technology (IT) systems and departments

The course is geared to Business System and Information Technology Practitioners who are looking for new insights into the management and operation of these systems and the associated departments

The course provides an overview of diverse strategic and operational concepts that are relevant to the effective management and employment of IT, ERP and Business Systems generally, including:

-- The definition of strategy and associated concepts and how these impact on decision making

-- The factors that cause project and investment failure and how to prevent their occurrence or recover from their impact

-- The factors that give rise to project and investment success and how to apply them

-- Important information with regard to the configuration of systems that is highly relevant to remediating sub-optimal installations

-- Important techniques with regard the structured critical issues based analysis of problems and development of business orientated strategic and operational plans -- delegates will receive practical instruction together with software and a manual relating to this

-- A diversity of other information that is not usually associated with the management of Information Technology related Business Systems but which are, in fact, absolutely critical to achieving successful high value investments

The course is supported by numerous anecdotes and case references drawing on Dr Robertson's extremely rich and mature experience in the field

Delegates will receive a Compact Disk containing all presentations together with a wide selection of reference material that they can draw on in their everyday work situation

The two day course delivers a comprehensive headline level body of content relating to the effective management of Information Technology and ERP in the corporate setting -- how to overcome the problems typically experienced and achieve innovative, practical high value outcomes

Geared to CIO's, IT Managers and Business Managers seeking answers to perennial problems and better ways of doing things

An informative and challenging BUSINESS ORIENTATED management course

 

1. The ideal -- Questions you SHOULD be able to say "YES" to

 
1. Is there a tight harmonious relationship between your IT and ERP functions and the business?

2. Does your IT people demonstrate an intuitive understanding of the business?

3. Does your IT people present their domain in simple to understand language that empowers you?

4. Is the business in charge of IT?

5. Does your entire management team hold informed opinion with regard to the IT direction AND agree with it?

6. Can you comfortably justify your IT expenditure to shareholders and other stakeholders

7. Are IT projects always completed on time and on budget, and do they consistently exceed business expectations?

If you can say “YES” to all or most of the above questions you do NOT need this Course BUT IF you said “NO” you should attend the Course


Learn HOW to get to YES on ALL the above

2. The reality -- Questions you reluctantly have to say "YES" to


1. Is there hostility or at best resentful stand-off between IT and the business?

2. Would you fire the lot if you were not concerned that their replacements would be worse?

3. When they speak "technospeak" do you agree in order to avoid looking stupid?

4. Do they constantly do things that get in the way of the business?

5. Does management regularly complain about shoddy and inappropriate service?

6. Is your IT expenditure far more than you think it should be, but you do NOT know how to prove it?

7. Do IT projects regularly run way over time and budget and drastically fail to meet business expectations?

If you said "YES" to many or most of these questions then this Course is for you!


Learn how to get to NO on ALL the above

3. The Answer -- Two Day Course -- The Critical Factors for IT and ERP Investment Success

If you answered “NO” to most of the questions in Section 1 or “YES” to most of the statements in Section 2 you will find this Course invaluable

You will be taken through a set of principles and a method which will show you how it IS possible to say “YES” to ALL the questions in Section 1 and “NO” to ALL the statements in Section 2

Please see below for venue and investment details

Click on the “Register” button to send an email to register for the Course and we will respond with an invoice and a copy of Dr Robertson’s book “The Critical Factors for Information Technology Investment Success”

A POWERFUL explanation of the REAL issues in Information Technology and Business Systems Management associated with achieving high value business outcomes from technology investments


The slides for this Briefing are available at the end of this page


Two Day Course -- The Critical Factors for IT and ERP Investment Success

This fee includes an electronic copy of Dr Robertson's book, a CD containing all presentations from the Course together with a wide selection of articles and white papers for further reading

Delegates may also purchase and a copy of the Strategic Analysis and Design software and manual for the discounted rate of £75 (regular price £150)

Delegates to the Course will also have the opportunity to order a "Pulse Measurement" investigation into their systems or other service for a special fee plus travel, accommodation and subsistence outside of London, UK -- this discounted fee applies to orders placed within 30 days of the Course

Delegates to the Course who attend the full Course and at the end consider that they have NOT received value for money may ask for a full refund of the Course fees provided they return the Course material before leaving the venue on the second day

A small investment for a DRAMATIC shift in perspective leading to EFFECTIVE NEW ACTION

Definitions and World Class

Part 1 of presentations for Two Day Course -- The Critical Factors for IT Investment Success.  Basic definitions and fundamentals and definition of the characteristics of world class ERP



Download Welcome and Administration -- pdf Slides in Adobe pdf format

Download Definitions and World Class -- pdf Slides in Adobe pdf format



Why failure occurs

Part 2 of presentations for Two Day Course The Critical Factors for IT and ERP Investment Success.  Discussion of the factors causing failure of IT and ERP investments




Download Why Failure Occurs v 142 -- pdf Slides in Adobe pdf format


Critical Requirements for Success

Part 3 of presentations for Two Day Course The Critical Factors for IT and ERP Investment Success.  The Critical Factors for IT and ERP investment success


Download Critical Requirements for Success v 040 -- pdf Slides in Adobe pdf format


Programme and Project Design for Success

Part 4 of presentations for Two Day Course The Critical Factors for IT and ERP Investment Success.  Programme and project design for success -- how to design and manage projects for successful outcomes


Download Programme and Project Design for Success -- pdf Slides in Adobe pdf format


Principles of Project Management

Part 5 of presentations for Two Day Course The Critical Factors for IT and ERP Investment Success.  Principles of Project Management


Download Project Management -- pdf Slides in Adobe pdf format


Precision Taxonomies and Configuration

IT Governance

Part 7 of presentations for Two Day Course The Critical Factors for IT and ERP Investment Success.  IT governance -- the different components, a different approach to IT governance


Download IT Governance -- pdf Slides in Adobe pdf format


StratSnap Process Guidelines

Part 8 of presentations for Two Day Course The Critical Factors for IT and ERP Investment Success.  The StratSnap Critical Issues business analysis method -- process guidelines


Download StratSnap Process Guidelines -- pdf Slides in Adobe pdf format


Strategic Snapshots

Part 9 of presentations for Two Day Course The Critical Factors for IT and ERP Investment Success. The application of Strategic Snapshots as a technique for strategic planning and strategic analysis and design


Download SnapShots -- pdf Slides in Adobe pdf format

Download Close -- pdf Slides in Power Point pptx format

Download Close -- Presentation in Power Point pptx format


The entire course plus a large collection of reference and supporting documents is available in the zip file available to download below

Download The Critical Factors for IT Investment Success -- Full Document Pack in WinZip zip format



Random Selection of Articles by Dr James Robertson

SNw 042 The Real Issues in BIS: Introduction

This article provides an overview of the main components of the approach to Business Information System investment success as first detailed in my book in 2004 and elaborated on and taught since then
CSt 08 History of my experience with software design, development and deployment to create high value business solutions

One of the areas that James Robertson assists client with is the design and oversight of construction of custom strategic software geared to creating competitive value for clients
SNw 055 Business Process – irrelevant, distracting and dangerous

Business process is the focus of most business information system implementations and is highly ineffective, this article goes so far as to suggest that business process is irrelevant, distracting and dangerous and that there are other much more effective techniques that should be applied
Std 006 Procurement: 00c Confidentiality and Non-Disclosure Agreement

A simple confidentiality and non-disclosure agreement which you can tailor and elaborate on as you see fit and which may vary depending on your legal jurisdiction and your attorney.  I recommend that this initial document is kept simple as you want ALL persons attending the initial tender briefings to sign this

You would possibly have a much more comprehensive agreement for your short list bidders and possibly more comprehensive still for your final choice although I personally hold that very detailed documents of this sort tend to be excessive

Dr James A Robertson PrEng The Business Information Systems Doctor

Business Systems NOT delivering?

Call the Business Systems Specialist

Dr. James Robinson

Dr James A Robertson -- has been involved in the effective application of Business Information Systems, including but NOT limited to ERP, since 1987 and in the profitable and effective use of computers in Business since 1981.

Drawing on a diversity of experience, including formal military training in Quick Attack techniques at the Regimental Commander level, Dr Robertson has developed highly effective methods of investigating any sub-optimal Business Information Systems situation -- be it an established system or a stalled project or any other source of Executive frustration -- quickly and concisely diagnosing the root cause of the problem and prescribing concise practical actions that Business Executives can effectively act on see the Pulse Measurement page and also the Sample Reports page for redacted real reports.

He has also developed highly effective methods of strategically enriching systems to unlock the full potential of existing investments, see the Precision Configuration page and couples this to architecting small pieces of clever software that harness the full potential of your investment, see the Software page.

If you are having problems with your systems, your project or your IT Department, call The Business Systems Specialist
James@James-A-Robertson-and-Associates.com

Business System Failure is RIFE -- we offer insight into why this happens AND WHAT is required to prevent it.

Failure is at epidemic levels with massive damage done to client companies -- if you are NOT aware of the extent of the problem please visit the About Failure page for a catalog of major failures running to billions of Pounds and Dollars.

All evidence indicates that the established players do NOT know how to deliver stable, reliable high value solutions that WORK.

There HAS to be a better way!

This website provides information relating to that way with a large collection of white papers, presentations, standards documents, etc that you can use to start bringing the situation under control

We also offer high level advisory services with regard to the application of the principles advocated on this website

We offer an ENGINEERING APPROACH to addressing these issues

Click here to read more about the Engineering Approach

By Engineering I mean the formal, structured, highly disciplined, highly systematic, highly practical approach that consistently delivers results in ALL areas of human endeavor where formally trained and certified engineers are the ONLY practitioners permitted to operate -- think large buildings, factories, motor vehicles, aircraft -- highly complex systems that work at a level that we take it for granted that they WILL work and where failure is all but unthinkable and, when it happens, attracts immediate public attention and rigorous investigation directed at ensuring that such failures are prevented in the future -- in fact, everything that the management consulting industry that implements complex software systems is NOT

This approach is discussed further on the Engineering Approach page.

Book -- The Critical Factors for Information Technology Investment Success

In 2003 I undertook an in-depth analysis of all the information and experience that I had gathered with regard to the factors giving rise to Business Information System failure including ERP and general IT and classified this information into a number of categories including "The Factors Causing Failure" and "The Critical Factors for Success" based on this I developed a two day Course "The Critical Factors for Information Technology Investment Success" which is still offered today.

Based on this I wrote the book of the same name, which is available in electronic form here for download:

Subscribe to our Newsletter

Click here to send us an email subscribing to our free newsletter -- all articles posted by James Robertson will be emailed to you


Random Selection of Articles by Dr James Robertson

SNw 053 Strategic Essence: The Missing Link: Part 5 -- Discovering Strategic Essence

Overview of a simple and reliable process that you can apply to determine the strategic essence of your organization
Std 002 Standards for Custom Software Specification

A set of outline standards for the specification of custom software
Cnf 065 The REAL Issues in IT Audit

An overview of the Critical Factors for IT investment success and the factors causing failure from an Audit perspective and presentation of a Critical Issues based audit investigation framework directed at identifying the REAL health of IT from an Audit perspective

Connect with James Robertson on LinkedIn

James has a very detailed profile on LinkedIn should you require further information about him.

You can also connect with him on LinkedIn at http://www.linkedin.com/in/DrJamesARobertsonERPDoctor

James has an open networking profile -- click on "Connect" and use email address James@LinkedIn-at-JARA.com.

Contact Us

You can contact us on

Email: James@James-A-Robertson-and-Associates.com

LinkedIn at http://www.linkedin.com/in/drjamesarobertsonerpdoctor

Facebook at https://www.facebook.com/james.a.robertson.393

Mobile: +44 (0) 776-862-2875

Landline: +44 (0) 207-059-0007

Fax: +44 (0) 844 774 4580

Articles Issued by James A Robertson and Associates -- Article Categories

Articles by James A Robertson and Associates

There is a large body of white papers, articles and other content produced by Dr James Robertson available on this website

Please click here to visit the detailed listing of articles

ArticleTagCloud for Articles Published by James A Robertson and Associates

7 steps to FIX your ERP      80:20 regarding software replacement      aborted projects      abstract      abstractness      accounting      actionable      adjudication      Advantage Data Transformer      advisory      agreement      all possible classifications      all reports      all software elements required      all spreadsheets      all tasks required to execute the project      Alpha Omega      analysis of data      analytics      animation      answers to the questions we have NOT yet thought to ask      Armscor      arrogant ignorance      art of strategic business information system project leadership      ASCO      attendance register      attorney      audit      audit cost reduction      bankrupt organizations      basis for achieving alignment      basis of payment      basis of pricing      better way      bid adjudication      bid adjudication score sheet      bid compliance      bid compliance checklist      bill of materials      bill of services      BIS      BIS 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knowledge management      laboratory      lack of an engineering approach      lack of precision configuration      lack of strategic alignment      lawyer      leadership      legal agreement      legislation      lies      list of required software      listen carefully      litigation      logical entities      loss information      low road      loyalty      MacDonald      maintain code schemes      maintenance      maintenance management      Malcolm McDonald      management      management information      managing contractors      manual      marketing hype      master data      master data classifications      master test data      mature facilitation      mature facilitator      measurable      measures of alignment      mentoring      Microsoft Outlook      misrepresentation      missing link      mistique      morals      Munich      mystique      mythology      new future state      New South Africa      no drill down      non-disclosure      NOT classic project management      obsolete is a fashion statement      obsolete software      old software IS viable      once software works it always works      on-line seminars      opportunities      opportunity to turn the economy around      organizing Microsoft Outlook      orientation of IT staff      own business experience      passion to enable clients to thrive      people are part of the system      personality matrix      planning      platform for a tough contract      precisio      precision      precision configuration      precision configuration advisory      precision configuration leadership      precision data      precision taxonomies      Predictive Index      preparatory steps      prescribed table of contents      presentation technique      presentations      preventing failure      preventing falure      preventing project failure      pricing      principles      problem statement      procedure code      process      processor ignorant of language      procurement      procurement timeline      professional speaker      Professional Speakers Association of Southern Africa      profitability      programming languages are for the programmer      project facilitation      project leader      project leader -- CEO communication      project leadership      project management      project management IT project management      projects      prove it works      PSASA      psychology      psychometrics      public conferences      public presentations      public speaking      Pulse Measurement      quality      REAL issues in Business Information Systems      REAL value      recognizing failure      redaction      reduced audit costs      reduced head count      reference documents      Reg Barry      regulatory body      relationship Almighty      relationship orientated      remediation of existing systems      Rennies Group      reports      reports not reliable      request for proposal      requirements specification      results orientated      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StratSnap      strengthen differentiators      structured analysis      structured chart of accounts      substantial management information      succeed by engineering against failure      success      successful deployment      survive      system knowledge and experience      table of contents      tailored presentations      take notes      taxonomies      taxonomy      taxonomy software      technology      technology failure      technology issues      technology management      tender document pack      tender pack      tender pack table of contents      test data      testing      The Critical Factors for Information Technology Investment Success      the Critical Factors for Success      the essence of the business      the essence of the business and how it thrives      the essence of the organization and how it thrives      the factors causing failure      the first hour      The REAL Issues in Business Information System success      third party suppliers      third world 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Table of Contents

Home

About Dr James A Robertson PrEng -- The Business Systems Doctor -- and Other Topics

Catalogue of Major Business Information System Failures

About the Engineering Approach

James Robertson's Value Add

Attributes of a HIGH VALUE solution

Recognizing Business System Failure

The Critical Human Foundation

Old Software IS Viable

From South Africa

Competencies of Dr James A Robertson PrEng

About Professor Malcolm McDonald

Table of Contents

About my relationship with the Almighty Creator, Yah the Eternally Self-Existing

Comments relating to the Business Systems Industry and other topics

Testimonials and other positive material regarding James Robertson

Reference Articles

List of Articles

Article Catalogue

Achieving High Value Business Information System outcomes

Executive Custody -- What is it and HOW do you get it?

The REAL Issues in Integrated Business Information System Success

Part 1: Introduction

Part 2 -- Mythology and Lack of Executive Custody

Part 3 – Strategic Alignment and Precision Configuration

Why your ERP is NOT delivering and HOW to FIX it

IT Project Management

Pulse Measurement

CEO Anthony Lee Comments on his experience of the Pulse Measurement

No Charge Guarantee on the Pulse Measurement Service

Examples of Pulse Measurement Outcomes

Critical questions regarding the Pulse Measurement™

The Pulse Measurement Workflow

The Critical Factors for Business System (ERP+) Investment Success in the Pulse Measurement

Indicative Pulse Measurement Durations

What is a JAR&A Pulse Measurement?

Survival of the fittest – why it makes sense to measure the pulse of your business

Examples of Pulse Measurement Outcomes over 24 years

Sample Pulse Measurement Reports

Strategy

Strategic Essence: The Missing Link in Business Information Systems

Strategic Essence: Overview

Strategic Essence: Part 1 -- Strategy Defined

Strategic Essence: Part 2 -- Differentiation

Strategic Essence: Part 3 -- The Essence IS Different

Strategic Essence: Part 4 -- The Essence should be the Point of Departure

Strategic Essence: Part 5 -- Discovering Strategic Essence

Strategy -- the Essence of the Business: What is it and how do you develop actionable strategic plans?

Simple Steps to Increase the Strategic Value of your ERP Investment

Free Strategic Snapshot Toolset and Manual

A strategy focused planning system beyond traditional budgeting

Tough IT and ERP Procurement and Contracting that Works

Robust Business Systems Procurement

Part 1 -- Introduction

Part 2 -- Bill of Services, Laboratory, Go-live Certificate, etc

Part 3 -- Executive Engagement, Bid Compliance, Adjudication and other matters

Procurement Documents

Guidance and Advisory Services

The Art of Project Leadership

Why Regular Communication with the CEO is Vital

The Business Simulation Laboratory

Precision Configuration and Strategic Business Information Architecture

Precision Configuration based on Strategic Engineered Precision Taxonomies

The JAR&A Cubic Business Model

Highly Structured Strategic Chart of Accounts -- a Vital Element of your Corporate Information Arsenal

The Product Catalogue -- an Essential Element of any Precision Configuration

Attributes -- answers to the questions you have NOT yet thought to ask

Case Studies of Notably Successful Projects with high value Precision Configuration

092 Doing things differently and better -- ASCO Case Study 2-- BPM Summit 2013

088 Strategic ERP Invesment -- ASCO Case Study -- Service Management Conference and Exhibition Africa

026 Information Architecture and Design of FIS for Rennies Group -- Financial Information Systems Conf

018 CRM Risk Control: Designing and Implementing an Integrated Risk Mgmt Sys -- Integrated Risk Mgmt Conf

011 V3 Consulting Eng: Benefits of MIS to Professional Practice -- SAICE 15th Ann Conf on Computers in Civil Eng

Strategically Enriching your Business Information Systems

Part 1 -- Introduction

Part 2 -- Principles of Data Engineering

Part 3 -- Steps in applying these recommendations

Simple Steps to increase the strategic information value yield from your Business Systems Investment

The Full JAR&A Taxonomy Manual

Part 1: Introduction, Problem Statement, Definitions and Examples

Part 2: Why Use JAR&A, Required Knowledge and Experience, Cubic Business Model and Chart of Accounts and Taxonomy Software

Part 3: How to do it, Case Studies and White Papers and other References

Example General Ledger Manual

Business Process -- Irrelevant, Distracting and Dangerous

The RIGHT Approach

Custom Strategic Software Design and Oversight of Construction

Standards for Custom Software Specification

What IS Software?

IT Effectiveness

Organizing Outlook

Critical Factors for I.T. Success

A Moral and Ethical Dilemma -- Systems that Fail

Case Studies examining Business Information System failures

The BBC Digital Media Initiative Debacle

The Bridgestone -- IBM Conflict

Speaking and Training

Showcase of Conference Presentations

Most Viewed Presentations

Briefings and Seminars

Why your ERP/BIS is NOT delivering and HOW to FIX it

ERP and IT Procurement that Delivers Results

The Critical Factors for IT and ERP Investment Success

Other Seminars

Conferences and Public Presentations

Conferences 80 to 99 -- 2009 to Present

Conferences 60 to 79 -- 2005 to 2009

Conferences 40 to 59 -- 1996 to 2005

Conferences 20 to 39 -- 1994 to 1996

Conferences 01 to 19 -- 1989 to 1994

On-Line Seminars (Webinars)

Webinar on Preparing and Presenting Webinars

Contacting James A Robertson and Associates Limited