Identifying the resourcesGenerally, the project team will include people from your own organisation, from your selected implementation partner and people from the software provider of your procurement platform. Each partner has a certain role to play in the project and understanding the roles and responsibilities will support the collaboration required to deliver the procurement implementation project. Not all the roles within the team are full-time, but it is very important that when resources are required, they are made available and have the right skills and the authority to make the necessary decisions. Usually, from the view of our source to pay implementation consultants experiences on projects, the team consists of project managers who should be trained and would ideally have managed a similar procurement or finance project previously; system and integration resources with the right technical expertise and user representatives who must have sufficient understanding of the business processes and the seniority to make decisions.
Building the Project TeamAll team members should be informed on their role and they should also be aware of the business case for the procurement implementation project, which will keep the focus on the expected outcomes, the benefits and the changes that will be involved. The project team to support a procurement implementation project would typically be based on this model: From the client’s team there are usually a few key people with different skills and level of experience
- Project Sponsor – drives the delivery of the project’s benefits. Owner of the business case and must have the required authority to commit the resources to plan
- Project Manager – responsible for managing the tasks, resources, risks and issues for work to be undertaken by the client’s own staff. Collaborates closely with the project manager from the selected implementation partner to ensure all deliverables are completed on time and on budget
- Process Owners – SMEs will be called on to contribute to business process design. They should have detailed knowledge of existing processes but also understand the need for change and the vision for the transformed e-procurement environment. It is essential for them to have the authority to make decisions about future process design or system capabilities.
- Supplier/Catalogue Leads – data owners are needed in order to ensure that changes to data structures and management are understood, and to drive improvements to supplier and purchasing management.
- Administrators – system administrators are responsible for managing the system after it has gone live. They need to be closely involved with the set-up tasks during the project
- Change Management – skilled change management resources will be needed throughout the entire procurement implementation project to communicate and manage the entire impact of change to people within the organisation and to suppliers.
- Trainers – involving the training resources from day 1 of the project will ensure they can assess the training needs, design and deliver an effective training programme.
- User Acceptance Testing Manager – it is your organisation’s responsibility to design and execute test scripts which prove that the project has delivered as agreed.
- Project Director – provides project direction and act as an escalation point for the client.
- Project Manager – manages the activities, resources, risks and issues for the areas they are accountable for.
- Solution Architect – responsible for the design of the proposed solution. Works closely with the integration team to ensure the product is integrated with the client’s system and processes.
- Change and Strategy Lead – provides guidance and direction for ensuring change is delivered smoothly and adverse impacts are minimised.