The Adventurous and Practical Journey to a Large-Scale Enterprise Solution: Threading the Way to Implementing an ERP through MIDRP Practice

Description

The high failure rate of enterprise resource planning (ERP) projects is a pressing concern for both academic researchers and industrial practitioners. The challenges of an ERP implementation are particularly high when the project involves designing and developing a system from scratch. Organizations often turn to vendors and consultants for handling such projects but, every aspect of an ERP project is opaque for both customers and vendors. Unlocking the mysteries of building a large-scale ERP system, The Adventurous and Practical Journey to a Large-Scale Enterprise Solution tells the story of implementing an applied enterprise solution. The book covers the field of enterprise resource planning by examining state-of-the-art concepts in software project management methodology, design and development integration policy, and deployment framework, including: A hybrid project management methodology using waterfall as well as a customized Scrum-based approachA novel multi-tiered software architecture featuring an enhanced flowable process engineA unique platform for coding business processes efficiently Integration to embed ERP modules in physical devicesA heuristic-based framework to successfully step into the Go-live period Written to help ERP project professionals, the book charts the path that they should travel from project ideation to systems implementation. It presents a detailed, real-life case study of implementing a large-scale ERP and uses storytelling to demonstrate incorrect and correct decisions frequently made by vendors and customers. Filled with practical lessons learned, the book explains the ins and outs of adopting project methodologies. It weaves a tale that features both real-world and scholarly aspects of an ERP implementation. Cover Half Title Title Page Copyright Page Contents Preface Acknowledgments Contributor Biography Chapter 1. Introduction 1.1 Exposition 1.2 Challenges 1.3 Major event 1.4 Solution 1.5 Mission 1.6 Remaining References Chapter 2. ERP Systems 2.1 ERP: Issues and Challenges 2.2 ERP Evolution 2.3 ERP Modules 2.4 ERP Deployment Models 2.5 ERP Development 2.6 ERP Costs 2.7 Top ERP Leaders 2.7.1 SAP 2.7.2 Oracle 2.7.3 PeopleSoft 2.7.4 Microsoft 2.7.5 Epicor 2.7.6 Sage 2.8 New Trends in ERPs 2.8.1 Two-Tier ERP 2.8.2 Cloud and Edge Computing in ERPs 2.8.3 ERP-II 2.8.4 AI in ERPs 2.8.5 Mobile Platforms 2.9 ERP Companies in the Target Region Note References Chapter 3. MIDRP 3.1 MIDHCO Company 3.2 An Introduction to MIDRP 3.3 MIDRP Skeleton 3.3.1 The SCM 3.3.1.1 Inventory and Warehouse Management (IWS) 3.3.1.2 Transportation Management System (TMS) 3.3.1.3 Item Management System (IMS) 3.3.2 Financial Management (FIN) 3.3.2.1 Asset Management (AMS) 3.3.2.2 Warehouse Accounting (WAC) 3.3.2.3 Cost Accounting (COA) 3.3.2.4 Treasury (FCS) 3.3.2.5 Budgeting (BMS) 3.3.2.6 Cash Management (CSM) 3.3.2.7 Loan and Credit Management (LCM) 3.3.2.8 Stock Affairs (SAS) 3.3.3 Human Capital Management (HCM) 3.3.3.1 Recruitment Management (RCS) 3.3.3.2 Human Capital Deployment (EMS) 3.3.3.3 Payroll and Compensation (PCN) 3.3.3.4 Training and Development (TRS) 3.3.4 Commercial Management (CMG) 3.3.4.1 Purchasing Management (PUR) 3.3.4.2 Sales and Pricing Management (SMS) 3.3.4.3 Relationship Management (XRM) 3.3.5 Manufacturing Management (MFG) 3.3.5.1 Manufacturing Engineering (MET) 3.3.5.2 Production Planning (PMP) 3.3.5.3 Manufacturing Execution System (MES) 3.3.6 Quality Management (QMS) 3.3.6.1 Quality Assurance (QAS) 3.3.6.2 Quality Control (QCS) 3.3.7 Maintenance Management (MTC) 3.3.8 Health, Safety, Environment, Community (HSEC) 3.3.9 Project Management (PJS) 3.3.10 Legal Management (LMS) 3.3.10.1 Contract Management System (CMS) 3.3.10.2 Claim Management System (CLM) 3.3.11 Business Platform Capabilities (BPC) 3.3.11.1 Platform (PFS) 3.3.11.2 Portal and Office Automation (PAT) 3.3.11.3 Workflow Management (WFM) 3.3.11.4 Reporting (RPT) 3.3.12 Knowledge and Document Management (KDM) 3.3.12.1 Document Management (DMS) 3.3.12.2 Knowledge Management (KMS) 3.3.13 Performance Management (PMS) 3.3.13.1 BI Service (BIS) 3.3.13.2 Data Analysis and Evaluation (DAE) 3.4 Accomplishment 3.5 Highlights of MIDRP Solution 3.6 Conclusion Note References Chapter 4. Project Management Methodology 4.1 An Introduction to Project Management Methodology 4.1.1 Prevailing Methodologies for Software Project 4.1.2 Best Practices Associated with Software Project Methodologies 4.1.2.1 Accelerated SAP 4.1.2.2 Large-Scale Scrum 4.1.2.3 Scaled Agile Framework 4.1.2.4 Disciplined Agile Delivery 4.1.3 Related Experiences in Adopting the Recent Methodologies 4.2 Toward Maturing MIDRP Project Management Methodology 4.2.1 Methodology Origin 4.2.2 Initial Methodology in Practice: Issues and Challenges 4.2.3 Designing the New Methodology 4.2.3.1 PDCA Improvement Cycle 4.2.3.2 Adapted Organizational Hierarchy in a Team-Oriented Manner 4.2.3.3 Cultural and Educational Promotion 4.2.3.4 Expertise Team Constitution 4.2.3.5 Revising Project Phases and Scheduling 4.2.3.6 Managing Cost, Risk, and Change 4.2.3.7 Capturing the Consequences of the Deployment Step 4.2.4 A Process-Based Perspective Over the MIDRP Methodology 4.2.4.1 Implementation Step 4.2.4.1.1 Scope Definition 4.2.4.1.2 Analysis 4.2.4.1.3 Instructions and Processes Preparation 4.2.4.1.4 The Process of Applying the Organizational Changes 4.2.4.1.5 Software Design Process 4.2.4.1.6 Software Development and Test Process 4.2.4.1.7 Pre-Deployment Process 4.2.4.1.8 Process of Educational Planning and Pedagogical Content Generation 4.2.4.1.9 Integration Test Process 4.2.4.2 Deployment Step 4.2.4.2.1 The Process of Data Identification, Collection, and Mapping Data 4.2.4.2.2 Initial Adjustment of the Processes 4.2.4.2.3 Data Migration Process 4.2.4.2.4 Hardware Requirement Satisfaction Process by the Customer 4.2.4.2.5 Non-Functional Test Process 4.2.4.2.6 Dual-Adjustment Process 4.2.4.2.7 Installation, Initialization, and Test Processes 4.2.4.2.8 Pedagogical Process 4.2.4.2.9 Initialization Process 4.2.4.2.10 Localization 4.2.4.2.11 Initial Exploration Process 4.3 Project Collaboration 4.3.1 Knowledge Management System (KMS) 4.3.2 SharePoint-Based KMS 4.3.2.1 Documented Information Must be Approved Prior to Publication 4.3.2.2 Documentary Information Must be Reviewed/Updated 4.3.2.3 The Latest Version of the Document Will be Available to Users 4.3.2.4 Identify the Status of the Latest Document Edition 4.3.2.5 Prevent Unwanted Use of Obsolete Documents 4.3.2.6 Preservation and Usability of Documents 4.3.2.7 Development of Organizational Knowledge 4.3.3 Lessons Learned Collection System 4.3.4 What is a Lesson Learned? 4.3.5 Procedure of Logging Lesson Learned in MIDRP Project 4.3.5.1 Adopt an Approach 4.3.5.2 Collect 4.3.5.3 Verify and Synthesize 4.3.5.4 Store 4.3.5.5 Disseminate 4.3.5.6 Achievements 4.3.6 Task Management 4.4 Conclusion References Chapter 5. Software Architecture 5.1 Enterprise Solutions Architecture 5.1.1 ERP General Architecture 5.1.2 Web Service-Based Architecture 5.1.3 Service-Oriented Architecture 5.1.4 Cloud Architecture 5.2 Architecture of Popular ERP Solutions 5.2.1 SAP ERP 5.2.2 Oracle NetSuite 5.2.3 Microsoft Dynamics 5.2.4 Sage ERP Software 5.3 MIDRP Architecture 5.3.1 MIDRP Multilayer Architecture 5.3.2 Database Layer 5.3.3 Data access layer 5.3.4 Business Logic Layer 5.3.5 Service Bus Tier (message broker) 5.3.6 Presentation Layer References Chapter 6. Business and System Analysis 6.1 Overview 6.2 Scope Definition 6.2.1 Scope Review 6.2.2 Process Hierarchy Diagram 6.2.3 Big Pictures 6.2.4 As-Is Analysis 6.3 MIDRP Business Process Analysis 6.3.1 Business Process Modeling 6.3.1.1 Business Process Diagrams 6.3.1.2 Business Object and Messages 6.3.1.3 User Interface Prototypes 6.3.2 Assessment and Validation 6.3.3 Analysis Management System References Chapter 7. Design and Development 7.1 Overview 7.2 Enterprise SDLC 7.2.1 An Introduction to SDLC 7.2.1.1 Planning 7.2.1.2 Analysis 7.2.1.3 Design 7.2.1.4 Development and Testing 7.2.1.5 Deployment 7.2.1.6 Maintenance 7.2.2 Custom ERP Development Best Practices 7.2.2.1 Define Goals and Expectations 7.2.2.2 Check the Availability of Resources 7.2.2.3 Designing the Application 7.2.2.4 Creating Wireframes and Prototypes 7.2.2.5 Developing the Software 7.2.2.6 Testing and Quality Control 7.2.3 Selecting the Right SDLC for MIDRP 7.3 System Design 7.3.1 Conceptual Data Models 7.3.2 Design Entities 7.3.3 Logical and Physical Data Models 7.3.4 System Architecture 7.3.5 Software Specification (Programs and Procedures) 7.4 MIDRP Development 7.4.1 Development Platform 7.4.2 Development Environment 7.4.3 Development Process 7.4.4 The Products Structure 7.5 Testing and Integration 7.5.1 Testing Procedure 7.5.2 Integration 7.5.2.1 The Beta Version Release 7.5.2.2 Version Issuance on Integration Server 7.5.2.3 Version Issuance on the Test Server 7.5.2.4 Version Issuance on the Production Server Notes References Chapter 8. Integration 8.1 Overview 8.2 Background of ERP Integration 8.2.1 Most Common ERP Integrations 8.2.2 Integration Challenges 8.2.3 Approaches to ERP Integration 8.2.4 Best Practices 8.3 MIDRP Integration 8.3.1 Integration of MIDRP Subsystems 8.3.2 Integration of MIDRP Subsystems with Other Operational Systems 8.3.3 Implementing the Integration 8.3.4 Integration Verification References Chapter 9. Integration Framework 9.1 Overview 9.2 Best Practices Review 9.3 Toward Maturing MIDRP Deployment Framework 9.3.1 Challenges of the First Pilot Deployment 9.3.2 Deployment Measures 9.3.2.1 Pre-Deployment 9.3.2.2 Initial Adjustment 9.3.2.3 Data Gathering and Migration 9.3.2.4 Training 9.3.2.5 Secondary Adjustment 9.3.2.6 Trial Installation 9.3.2.7 Installation 9.3.2.8 Go-Live 9.3.2.9 Acculturation 9.3.3 Second Pilot Deployment 9.4 Support Mechanism 9.4.1 Issue Management in MIDRP Project 9.4.2 Issue logging 9.5 Conclusion Note References Chapter 10. The Intelligent Future 10.1 Toward System Advancement 10.2 System Intelligence 10.2.1 Artificial Intelligence 10.2.2 Big Data Analytics 10.3 Advanced Technologies 10.3.1 Cloud Computing 10.3.2 Internet of Things 10.3.3 Blockchain 10.4 Final Word References Index