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Guidance and Advisory Services

Strategic advisory and project guidance services including project leadership geared to managing business information systems projects in a manner that draws on ALL the methods and principles outlined on this website directed at achieving a high value project outcome

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Guidance and Advisory Services

Overview of the full range of services that are offered by James A Robertson and Associates


Strategic Guidance and Advisory Services

I offer a range of services to guide clients into achieving high value IT. ERP and Business Information System outcomes.  These services are:

1.  Pulse Measurement

My premium offering, a highly effective experience based diagnostic service that in a short space of time, based on my many years of experience with such investigations, enables me to accurately diagnose the factors that are giving rise to your problems and prescribe the treatment necessary to remediate sub-optimal situations and turn around failed and failing projects.

See the Pulse Measurement page for more information – answers in as little as one day, generally NOT more than ten days and a no-charge warranty if you are NOT entirely satisfied after the first day of engagement.

 

2.  Strategic Advisory

Tailored advisory, typically following on from an initial Pulse Measurement.  This can take the form of sitting with your CEO, CIO, CFO or other C level executives or with the Executive Committee answering questions and giving guidance, periodic progress review sessions either on-site or remote, ad-hoc consultation by email, phone or Skype, etc.

Remember always that one high value decision quickly and efficiently taken can make a huge difference.  I can assist you to make those high value decisions quickly and efficiently, sometimes by being in a meeting for as little as an hour.  A series of inputs like this, for example at a monthly management meeting, can help you realign and reposition your IT, ERP or other business information system management or project quickly and efficiently.

 

3.  Executive Briefings, Seminars and In-House Courses

I offer a range of Executive Briefings and Seminars some of which are listed on this website.

All of these can be delivered in-house.

These briefings and seminars offer you a concise and affordable way to bring your executives and managers up to speed on the REAL Issues and refocus.

Some of the course presentations are available on the website should you want to review the material or take a “teach yourself” session.

 

4.  Project Facilitation

I offer a service whereby I will facilitate a project whether a procurement process or a full business information system or ERP implementation

This will also take the form of periodic on-site sessions, off-site sessions and ad-hoc consultation as required in order to help you chart the course of your project and keep it on track.

This is a light touch service and your personnel remain responsible for what they do with the knowledge and experience that I share with them.

 

5.  Strategic Solution Architecture Advisory or Leadership

I can also provide advisory services in terms of high level advisory services with regard to documenting the high level strategic business requirements and resulting high level strategic solution architecture for your project as an input to your procurement project and thereafter, if required, to your main project.

This can include getting involved in the headline conceptualization of custom software or software customization followed by facilitating the detailed specification, development support, testing, configuration, training and deployment .

Going beyond the advisory role I can get on-board your project and lead the strategic solution architecture component of your project fully coupled to involvement with the Precision Configuration.

 

6.  Precision Configuration Advisory or Leadership

Going beyond the previous points I can provide specific advisory services with regard to the application of Precision Configuration principles on your project.

If required I can get more involved and join your project team to facilitate workshops and lead design taking you right the way through the entire Precision Configuration development.

A specific area where I can assist relative to Precision Configuration is to take your organization through the entire program of work necessary to create a high value strategically aligned Group Consolidation Chart of Accounts using the Cubic Business Model approach.

 

7.  Project Leadership

At the extreme level I can take over your project and run it for you, either a new project or a turnaround.  I have developed highly effective techniques for running lean high value projects.

This can include formulating and leading the requirements definition stage, the procurement stage, the operational project stage and the final deployment and commissioning through to full blown live operation.

This can include negotiation, management, facilitation and other inputs necessary to give you a tightly run professional project that takes account of ALL the factors discussed on this website and other method and principles that are in my head but NOT on the website coupled to 33 years of experience with business information systems of diverse shapes and forms.

My services in this capacity can include some level of Strategic Solution Architecture and Precision Configuration – a full-house of core strategic services.

This is the best way that I can give you the assurance that you will achieve a high value, low risk, high sustainability project outcome.

 

8.  Mentoring and Coaching

Dropping back to the light touch side of things.  In addition to the advisory services I can also assist with mentoring and coaching personnel who require the injection of new knowledge and method in order to perform their tasks to full potential.

This can include but is NOT limited to assisting a very technology oriented IT Manager to reposition as a Business Systems Manager through to assisting a CEO who wants to hold the reins of their integrated business information system effectively, to develop the knowledge and skills necessary to manage business information systems effectively.  And anything in-between.

 

I look forward to discussing how I can be of assistance to you.

Dr James A Robertson PrEng


Download Strategic Guidance and Advisory Services -- White Paper in Adobe pdf format


Strategic Project Facilitation

Tough but fair and motivating guidance and thought leadership guiding ERP and IBIS projects to achieve high value outcomes within the agreed contractual framework paying close attention to strategic goals

The Fundamental Components of the ERP Doctor approach to IBIS and ERP Implementation

What are the fundamental building blocks of my approach to ERP implementation?

1. Engineering approach is critical
Engineers do NOT design bridges to stand up, they design them NOT to fall down – the principle fundamentally underpins everything that I do – design for success by ENGINEERING AGAINST FAILURE – refer to my book on The Critical Factors for IT Investment Success and other writings


2. Strategic decision support is fundamental
Support for strategic decision support and strategic alignment are foundational – if this requirement is NOT met failure is guaranteed – requires a high level of executive engagement resulting in practical executive custody and an implementation that makes perfect sense to executives


3. Fundamental top down solution design
Fundamental first principles top down solution analysis and design that is precisely aligned strategically is the next component – this requires executive level strategic (fundamental) discovery of the essence of the business and how it thrives


4. Precision configuration founded on precision taxonomies
Strategic Engineered Precision configuration founded on Precision Taxonomies is the output of the previous step – developed in close consultation with the executives, managers and personnel of the client organization in order to accurately model the REAL complexity of the business


5. Iterative systematic walkthroughs of the configuration with the business
Repeated systematic structured walkthroughs of the configuration with the business in order to progressively develop and flesh out the operational aspects of the configuration -- must progress hand-in-hand with the previous point


6. Clever, focused, strategic custom development
As the configuration design unfolds identify opportunities for clever, focused custom development in order to more closely fit and optimize the solution to the essence of the business – small pieces of clever custom development can add HUGE value


7. Then optimize workflow (process), etc
Once the configuration is bedded down finalize workflow, approvals and other policy and process design elements and configure these using the logic of the hierarchies to facilitate this configuration and ensure precision


8. Encapsulate standards in Computer Based Training material
Once the configuration is bedded down document all operational standards, policies, processes, etc and encapsulate these in Computer Based Training material with performance measurement capability – ensure that all staff pass these tests before they are allowed to operate the software


9. Development in the ERP Implementation Laboratory
All of this takes place in a laboratory environment which is used for testing, training, development of reports, development of the data warehouse and business intelligence environment, etc until the entire configuration is fully tested and all staff are fully trained – THEN ONLY go-live


10. Ten to twenty year plus investment life objective
All of this should take place against a planned ten to twenty year or longer investment life objective with contractual and staffing measures, including “the Right to Maintain and Repair” in place in order to ensure that such a long life span is attainable


I look forward to the opportunity to discuss this with you -- James@James-A-Robertson-and-Associates.com

Strategic Project Facilitation and Leadership

Over the years Dr James Robertson has provided Strategic Project Facilitation or Leadership on ERP and IBIS projects guiding the client to a high value solution

On these projects most of the other services offered by JAR&A have been brought to bear

Projects typically start with a Pulse Measurement then, in some cases move to Procurement while in other cases they move directly to strong Project Leadership on Turnaround engagements

Either way Precision Configuration and the Laboratory are introduced as critical elements of the assignment in conjunction with serving as a Strategic Advisor to the CEO

Contact us for more details -- James@JamesARobertson.com


Random Selection of Articles by Dr James Robertson

Cnf 067 Improving your strategic involvement in the business by actively engaging in the day to day running of your I.T. Systems and ensuring an effective I.T. Infrastructure is in place

Enabling executives to better understand their Information Technologies and thereby bring more effective governance to bear, addresses the direction that IT is taking, the basis for replacing systems and many other subjects

SNw 051 Strategically Enriching your BIS: Part 3 -- Steps in applying these recommendations

Steps in applying these recommendations with regard to precision configuration in terms of a method of working geared to quickly and efficiently developing high quality data content that captures the essence of the organization and creates a platform to help the organization thrive
Cnf 093 Adopting a focused approach to strategic business improvement

A strategic design focused approach to strategic business improvement using a critical issues approach that addresses the weaknesses of conventional methods and brings engineering rigour to the field of strategic business improvement

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.

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.

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:


Random Selection of Articles by Dr James Robertson

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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 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

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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