Showing posts with label CRM. Show all posts
Showing posts with label CRM. Show all posts

Wednesday, 10 June 2009

Another 2 cents worth..

Uhhmmm...

We had another meeting yesterday - the director from the consultants arrived with a new guy in tow. Introduced as our new CRM consultant - however, we did some investigation and it turns out that he last did CRM some 5 years ago with version 4 of the product. Since then, he has acted as PM for most of the project he worked. So he seems like a really sensible choice (not).

During the meeting, the director from the consultants said that the new guy would be spending about 10-12 days on site to get an idea of what our requirements were. Excuse me.... what have they been doing for the last 2 years? Un - believable.

Now we were promised at the previous meeting I referred to, they would carry out a demonstration using a customer's system to show that the product works. (That was actually supposed to have been done about a week ago.) However, that still hasn't happened yet - and in addition, they said that they are now setting up a test system for us to see, and they want to make sure that it is OK before they do the demo so it will be another couple of weeks. Color me crazy, but I would have expected that to happen before we bought the damn product, not two years into the project and certainly not a couple of months before we are due to go live.

I have to say that I think the director from the consultants is so full of BS that he could fertilize the Sahara. If he told me that the sun rose in the East, I would want to get up at midnight to check it out for myself, before I would actually believe him. The funniest bit was his insistence that we are on target - we are now actually well over a year behind, but that doesn't seem to be an issue for him. He also tried to say that it's within budget - but not according to their documents, which I still have a copy of. We are in fact over spent by 3 times the original figure they quoted for a 5 year write off - and we had identified at the time that their figure were incorrect as they didn't include several key expenditures.

When I left the meeting, I just wanted to explode.....

The same consultants are also working on another project and occasionally, they can't get to us because they are on site with the other company. They started this project way before ours - not sure just how much longer it's been running. This other company went live back in the new year - I tried to contact them, but their IT manager wouldn't discuss the project with me (they had been told not to I think from the sound of it). Since then, one of our sales staff spoke to one of theirs - and they got the woman's number for me to call.

She's fairly new in the job as it appears they have lost quite a few sales staff because of the project - and she made it clear that she doesn't want to stay long either. She made some comments that no-one really seems to know how the system is supposed to work and they get all sorts of problems during the day which take ages to resolve (she referred to one problem that took 3 days to fix and they lost a huge sale because of this). Their sales people are really fed up with all the wasted time - and it also appears that they lost a couple of IT staff as well which has made the problem much worse.

I've also had a contact with another company (different consultants) - they have only implemented part of the SAP system so far - sales, purchasing and accounts. One of our people went to see them and talked about how they were getting on - they seemed to be doing OK, so it shows that it can happen. But they have also indicated that they are still getting issues - it appears that they had a problem with getting the invoicing correct. I'm not sure exactly what their problem was, but it sounds as if it was applying the wrong pricing. This is something that can happen to any company and I would suggest that most systems have done that at one stage or another, so it would be unfair to highlight this as if it was just SAP.

But even they said that the process had been painful and they were not entirely happy that they were getting all of the benefits that they expected. Questions have been raised about the cost of the project and it seems unlikely they will realise any actual savings for their investment.

Someone made a comment that bad news travels faster than good news - true and I accept that many big project fail somewhere along the line and I'm sure that there are some SAP projects that are models of success. But for me this has been by far the worst project I have ever been involved in by a long way - I've worked with some really astute business people in the past, and I know that they would have demanded heads to roll for a failure a bad as ours has been. I really can see the ax swinging at some stage - and I'm concerned that my guys and I will suffer as a result.

Oh well, tomorrow is another day...

Thursday, 14 May 2009

Status Report

The go live is delayed again - it seems appropriate to put together an overview of where we are.

From the previous post, you'll know that the CRM just isn't working - the consultants are squirming like worms on a hot plate, but whatever they say, it is just no good in it's current format. We've tried our best, but at some point we will have to move on.

By department, Marketing probably have the least to worry about - no CRM, and nothing else has been arranged. They will almost certainly not be using SAP at all.

The Sales staff are reasonably happy with their processes in the ERP and can make quotes, place orders etc. fairly well. There is a problem in that it still doesn't price things up correctly; some of the tests have come out with really bad results, up to $100 out on a single item. This is being looked at, but it has been an issue for about 6-8 months now. There were problems with the output documents such as invoices, confirmations etc. but most of these have been rectified. The remaining issues are a nuisance, but wouldn't stop us going live - although we might look a bit stupid with some of the errors.

Purchasing is also working well for the most part - their only problems are back to back ordering and batching of purchase items which have been an issue almost from the beginning. There have also been some concerns over the releasing of purchase orders; we have found occasional glitches. However, these have not been too serious.

Within Manufacturing, most of the processes are also OK, but there has been an issue with goods movement - it still isn't right. About a third of them are having to be corrected by the senior production manager and he has been given much higher access than would normally be the case just so that he can correct these problems. They do have an issue in that some of the workshop documentation they need is still not yet working - and this could cause serious delays in the output as the staff have to wait for production managers to resolve quite simple inquiries.

The Inventory is a big problem - so far, we've not been able to get a valid figure on anything, and some of the errors are so riduculous. Literally thousands of items appear on stock figures instead of 1.

The Project Team are badly affected by this and it has proven to be the biggest failure so far. Transfer of goods between sites generates all sorts of strange anomalies. On top of that, only about 10% of the standard project tests came out even close to being correct - several have generated errors in the 10s of thousands of dollars and in one case almost half a million dollars.

Logistics have managed to work around the few issues that they had - there is a problem with the stock racking, but they can live with it. They have been waiting for their output documentation for months - they finally got it sorted about a month ago, and we've also now managed to get the address labels printing this week. However, there is still an issue with some of the output - addresses don't quite appear correctly. This is not too serious, but we would like to get it right if possible.

The finance though is a mess - the chart of accounts just didn't match what we needed. The consultant that was supposed to be their specialist didn't seem to understand some of the basic requirements. At this stage, we can just about invoice, but there are major discrepancies and no sign of how these can be resolved yet. They also don't have access to a lot of the reports that we were told they would be able to generate. It is still being worked on, but the Accounts staff are not happy at all.

The QA / QC people are also not satisfied - the defect notification aspect appears to be non operational. They have tried several times, but so far the consultants appear to have no one that has even the most basic understanding of this aspect.

There were so many other reports missing, that almost every department was concerned. We have had a specialist on site and he has fixed several of these, but not all of them. This of course is a major reason for buying an ERP system - without it, we will struggle to use it for more than a few months.

Finally, we are supposed to have a Document Management system, and yes it is installed. However, there are serious questions still unanswered about how it will work - it was supposed to automate several processes, but instead they have become more labor intensive. We were given to understand over a year ago that they had a way of scanning incoming paper based files for auto assigment - this was completely incorrect, the consultants just referred us to another company that wanted to sell us new xerox machines at twice the price we paid for the ones we have, and still use a manual system for assignment.

So there we are - the go live date has been pushed back again and is now beginning of 4th quarter 2009. When we first met with the consultants, they promised us a go live of January 2008 - I said at the time that was completely impossible, but they were so confident. The strange thing is that their director insists that they made no such promise despite us showing him the actual letters that he wrote.

Oh well, tomorrow is another day.

Tuesday, 12 May 2009

CRM - Sour CReaM

It's been a while - time to try to catch up....

When we first looked at SAP, the VP then in charge of sales wanted the CRM package. He completely bought into the promises - linking into ERP, all the pipeline reporting etc. We had a number of different systems used all over the group and it made sense to buy a single package that every one could use.

When the consultants did the first presentation of the CRM, I was not impressed - it just didn't work. The guy doing the demo showed the pages, but no actual data or processing. We had a second demo a couple of months later, and they didn't show the product at all.

After the project started, it was several months before they had gotten the system installed. I setup user accounts as instructed and the client software. It was only about 2 months after this that we were told we would be using a browser based version - and I was given no information on setting that up.

The "CRM specialist" provided for us finally gave a URL for the sales people to use - but it didn't actually work. I'd bought some books and one of those had some info on setting up the BSP application in the user favorites - without that, we'd never have got started. After several hours of working to try to identify why it wouldn't work thru the browser, I worked out it was a security issue - there were some settings in IE6 that needed changing (even more in IE7). Once these changed, it got us started for real.

We then ran into some more issues. It actually took the "CRM specialist" a YEAR to realise that there was a specific user role that had to be used by all users. Prior to that, I had to give everyone the SAP_ALL profile just to allow them to work in the CRM. He also failed to provide any real information on setting up the business partner relationships, which I was told were essential to getting it working; I did find some info in one of the books, but to this day, I don't know if what I did was right.

There is a component for "organizational model" - this sets out the relationships between staff so that (I think) it allows the workflow to process jobs giving the relevant alerts etc. He created this model and I've not seen a bigger pile of crap in my life. The names of staff were mixed in with the names of the consultants, plus what I think were made up names. The actual job functions were all wrong, the site details were wrong, people in the wrong user groups, wrong sites, wrong job functions - well you get the picture.

I did work out how to change this and managed to correct it - then was told that this cannot be transported between systems so has to be manually changed in each client. Having made the changes (taking several days), I was not happy when I found out that he had gone in and modified it further, making a mess of it again.

So far, it would fair to say that this was just teething troubles - but it was far worse than that. The sales staff had real problems using the CRM software - it was slow, painfully slow. It would take literally a minute to open the main page. Then to go between sections could take 20-30 seconds at a time. It was flaky as hell - the system would crash regularly even when only one person at a time was working in it. Four sales staff spent an afternoon doing some testing - in one hour they crashed it a total of 19 times. Even when it didn't crash, they found it impossible to enter data at the speed that is required when someone is on the phone giving you an order.

We moved onto the test system from the development system - and the sales manager found out that the consultant had copied over all of the crap data from the dev system. (Subsequently found that this had gone to the production system as well). It was then discovered that the CRM didn't link to the correct ERP system - this was only finally corrected 6 weeks ago - and yes that was because I had found out where it was going wrong and corrected it.

They had also promised that the CRM would link into Exchange /Outlook, but when this was tested, an error message was produced that we needed to install a CDO from Microsoft. Having checked on this, I discovered that this is a bullshit message - it's only required for earlier versions. In fact it is a security issue and can be easily corrected. However, the senior consultant kept insisteing during meetings that we were being awkward because we wouldn't install this CDO despite my showing them that trying to install the software produces a message saying it is not needed.

There were numeous messages back and forth - but they took their sweet time to answer anything, sometimes weeks and on one occasion a month. It seemed impossible to get anyone that actually knew anything about the product. They sent a guy over from Germany, who spent 2 days on site, and I'll be damned if I know what he actually achieved.

So there we are - the CRM is pretty much unusable for anything. The sales staff really don't want to waste any more time on it and I don't blame them. At this stage, they would be far better off using an Excel spreadsheet for what they want. We've had about 4 meetings between the director from the consultants and our CEO in the last 3 weeks. The last one was really nasty - our CEO has asked for our money back and has been told he won't get a red cent. That's about $80,000 down the pipes and he is pissed as hell. We've actually held off on making any payments to them in the last 4 months - and they have no chance of getting any more money from us.

Bottom line - the CRM is piss poor and we are already looking at finding another product.

Wednesday, 8 April 2009

The days and months go by..

I hadn't realised just how long ago it was that I last posted - almost a month.

A few weeks ago, it was my birthday - the kids put together a special treat for me and we planned a meal at a local restaurant. Of course, I was late home, just time to hit the shower and change, then off out with wet hair. I have to be honest, I didn't feel like celebrating, and we cut the evening a bit short. When we got home, I sat down and fell asleep. When I woke up the next morning, I was still there; and my wife had got a blanket and was there with me. I can't get over how lucky I am to be married to her - either I did something really good in a previous life, or this is a case of "pay it forward".

My wife felt that I needed to see the family physician again. He confirmed that my blood pressure is still climbing, although the cholesterol is OK (just). He wants me to take a vacation and I can't disagree with him; we are looking at taking a break later in the year. I don't care where it is - just somewhere that I can relax and forget about all this crap.

Anyway, back to work - I managed to get all of the support package updates loaded. There were a few issues afterwards, but I also managed to get those sorted as well. As I said previously, the only training I've had has been the one day early last year, and that wasn't that good. I feel that despite this, I'm actually making some ground up, although it is still very difficult. As one of the commentators said "SAP = Slow And Painful".

The project team have been working on doing end user training. As a result, there isn't a day that goes by when I don't get requests for changes to user role permissions. Most of these, I can do fairly quickly and I am at the point where I can quote most of the transport numbers for the roles - I've been doing this far too long! This has been happening for about a month now; and the general feeling is that we are not going to hit the go-live date by a long margin. This has caused considerable upset - the CEO is not happy to move it yet again. However, I don't see that he has a choice; we are still waiting for so much work to be completed. Almost every week, we find that something that was fixed is broken again. There are still issues that have been highlighted previously (one going back over a year) that still have yet to be fixed.

None of the consultants have been on site over the last month, but they are still working on stuff. I had a really nasty call from their project leader demanding to know why he couldn't get access to our system - the reason was that someone from SAP Active Support was carrying out some work to correct an error in a database table made by one of his colleagues. That has caused yet another set of emails to fly back and forth as they deny that it is anything to do with them.

Our Sales Director has also been in contact with their people. We bought their CRM system on the basis that it would be useful to have it as it links in to the ERP side and this would save a lot of issues. Unfortunately, it has been a complete disaster - the software is slow, buggy, unstable and it's been reported many times that it isn't linking correctly although the CRM consultant said that it was all set-up as it should be. I finally managed to get directions to correct the link, but it still doesn't seem to do what they promised it would. It's so slow that the sales staff would simply not be able to use when talking to customers.

The CRM runs in Internet Explorer and it crashes when more than 3 or 4 people are working on it. There have also been some issues with incorrect data being returned from some of the searches. It links to Exchange for the email, but there seems to be an issue with saving the emails and we have had some corruption of data. The reporting seems to be skewed; we have had some odd outputs, and although they said that they had the output text sorted, it's wrong again. The worst was a printout that should have been 1 page showing a customers basic sales data for the previous month - it came out as over 100 pages, most of it complete garbage.

Our CEO took this up with a director from the consultants - his response was to say that it works perfectly, that hundreds of customers use it and that it must be down to the stupidity of our staff. I'm not sure where we are going to go from here - the CEO has pretty much given them an ultimatum, it works as we need by the end of May, or he wants his money back. In the meantime, the sales people have another CRM system that they think will do the job; it is about a quarter the price of the SAP CRM.

So where we go from here, I really don't know. My guys and I are working long hours, weekends and putting all the effort in that we can; but we are getting tired, and there are some minor health issues which are starting to appear which never bothered us previously. The project manager and project team are all despondant; they are trying their best, but it just doesn't seem to be good enough. The CEO recognises this, but he is in a difficult position politically - if we delay further, it will reflect badly on him. He's not stupid though - he sees the problems and can see how bad things could be if we go before we are ready.

Well enough for now - I have to prepare a report for the next board meeting.