Top Banner
17

Introductions Question & Answer TMS... · 2014-11-21 · an ERP implementation? What are the considerations when establishing a budget? How important is using the right methodology

Apr 17, 2020

Download

Documents

dariahiddleston
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Page 1: Introductions Question & Answer TMS... · 2014-11-21 · an ERP implementation? What are the considerations when establishing a budget? How important is using the right methodology
Page 2: Introductions Question & Answer TMS... · 2014-11-21 · an ERP implementation? What are the considerations when establishing a budget? How important is using the right methodology

Introductions

Panel Discussion

Question & Answer

Page 3: Introductions Question & Answer TMS... · 2014-11-21 · an ERP implementation? What are the considerations when establishing a budget? How important is using the right methodology

Cory Bratts Sr. Treasury Consultant Elire, Inc.

Dale Politi

Assistant Treasurer Salt River Project

Colleen Bruce Director Cash Management Discount Tire

Susan Adams

Deputy Treasurer SRPMIC

Page 4: Introductions Question & Answer TMS... · 2014-11-21 · an ERP implementation? What are the considerations when establishing a budget? How important is using the right methodology

What is Enterprise Resource Planning?

Page 5: Introductions Question & Answer TMS... · 2014-11-21 · an ERP implementation? What are the considerations when establishing a budget? How important is using the right methodology

How do you plan and prepare for an ERP implementation?

Page 6: Introductions Question & Answer TMS... · 2014-11-21 · an ERP implementation? What are the considerations when establishing a budget? How important is using the right methodology

What are the considerations when establishing a budget?

Page 7: Introductions Question & Answer TMS... · 2014-11-21 · an ERP implementation? What are the considerations when establishing a budget? How important is using the right methodology

How important is using the right methodology in your

implementation?

Page 8: Introductions Question & Answer TMS... · 2014-11-21 · an ERP implementation? What are the considerations when establishing a budget? How important is using the right methodology

What are the keys to a successful implementation?

What resources do we need?

Page 9: Introductions Question & Answer TMS... · 2014-11-21 · an ERP implementation? What are the considerations when establishing a budget? How important is using the right methodology

Discuss the project lifecycle and areas that can have the biggest

impact on a successful implementation.

Page 10: Introductions Question & Answer TMS... · 2014-11-21 · an ERP implementation? What are the considerations when establishing a budget? How important is using the right methodology

Is it common to implement an ERP in phases?

Is a phased approach considered best practice?

Page 11: Introductions Question & Answer TMS... · 2014-11-21 · an ERP implementation? What are the considerations when establishing a budget? How important is using the right methodology

What efficiencies are gained with automation and integration of a Treasury Management System?

Page 12: Introductions Question & Answer TMS... · 2014-11-21 · an ERP implementation? What are the considerations when establishing a budget? How important is using the right methodology

Discuss the stabilization timeline and common reasons an

implementation project does not meet its initial timeline.

Page 13: Introductions Question & Answer TMS... · 2014-11-21 · an ERP implementation? What are the considerations when establishing a budget? How important is using the right methodology

How do you measure a successful project implementation?

Post go-live, what tools & methodology will help the most?

Page 14: Introductions Question & Answer TMS... · 2014-11-21 · an ERP implementation? What are the considerations when establishing a budget? How important is using the right methodology

Questions

&

Discussion

Page 15: Introductions Question & Answer TMS... · 2014-11-21 · an ERP implementation? What are the considerations when establishing a budget? How important is using the right methodology

Closing

Remarks

Page 16: Introductions Question & Answer TMS... · 2014-11-21 · an ERP implementation? What are the considerations when establishing a budget? How important is using the right methodology

Cory Bratts Sr. Treasury Consultant

Elire Inc.

[email protected]

Dale Politi Assistant Treasurer

Salt River Project

[email protected]

Colleen Bruce Director Cash Management

Discount Tire

[email protected]

Susan Adams Deputy Treasurer

SRPMIC

[email protected]

Page 17: Introductions Question & Answer TMS... · 2014-11-21 · an ERP implementation? What are the considerations when establishing a budget? How important is using the right methodology