Tactics for Success with System of Record Upgrades

Joe Wynne is a versatile Project Manager experienced in delivering medium-scope projects in large organizations that improve workforce performance and business processes. He has a proven track record of delivering effective, technology-savvy solutions in a variety of industries and a unique combination of strengths in both process management and workforce management.

Some applications are used by organizations to maintain critical customer, transaction and product data, often to meet regulatory requirements. Each is known as a system of record (SOR). Experienced project managers are asked to lead changes to these systems because benefits are substantial, and risks are high.

Problems in SORs interfere with key operations, have damaging customer impact and harm organizational finances and reputation. In the era of big data, it is more important than ever for upgrades to be stable and secure.

That’s a lot to take on, but you can be more confident in such projects when you know what to expect—as well as what tactics will help you succeed. Here’s some help to get you on your way…

1. Know key drivers of system of record upgrades. You should be able to speak the language of SORs, which includes business drivers. A project you are to lead will likely be driven by the need for improved productivity and security via any of the following methods (and more) where the upgrade…

  • Applies automation to complete work processes more quickly
  • Allows controls to be put in place to eliminate undesired actions or decisions
  • Applies restrictions on access to certain actions and data
  • Applies a consistent process to be rolled out to everyone in the enterprise or organization

You, as project manager, must make …

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