We used to do our resource management on a white board. This is far more efficient. We are leaps and bounds ahead of where we were operationally in running the business.
The credibility of accounting data is far higher than in Open Air. Not all due to the product. When we implemented Financial Force, we used the transition to put in place change controls – much more rigor to support our public company reporting.
Prioritize your integration points as different vendors are going to offer stronger integrations in certain areas (Financials vs. CRM) The software is robust and flexible and supports multiple ways to get things done. Standardize on best practices for common processes, i.e., resource management. Pick your user champions to help guide the process and drive adoption
Appirio did a good job, however, the user team didn’t know enough to make all the right configuration/customization choices. The team focused too much on replicating existing processes vs. reengineering them. In hindsight we should have had deep dive reviews at key milestones and enforced more focus on how the software would operate. We didn’t have access to true best practices expertise. In hindsight, a consultant from the outside would have been helpful to drive this.
We received very favorable terms because we were an early adopter. Our biggest concern was financial viability of Appirio and we researched/investigated that aspect of the transaction.
Tips: - Ask for a renewal increase cap to protect yourself in long term - Ensure you have a very good, vetted concensus on how you want to operate your business and your priorities for a new PSA system - Ensure you have thought through and budgeted for change management to drive tool adoption