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IDC Research Study Results: The Importance of
User Skills Related to Enterprise System Implementation,
Rollout, or Upgrade Success
Cushing Anderson, IDC, Mal Poulin, ANCILE
SESSION CODE: 526
Focus on what really matters when
implementing SAP software - the people. IDC
research highlights the dependence on user
adoption, skills, proficiency, and self-
enablement. Whether you are implementing for
the first time or rolling out SAP software again, it is
always time to design, execute, and sustain
strategies to enable the workforce to perform.
Discussion Points
The Importance of User Skills Related to
Enterprise System Implementation, Rollout,
or Upgrade Success
Dynamic dimensions of success
Success is
Dynamic
 Success Requires Change
 “Successful” Software Adoption
• SaaS Δ’s Training
© IDC Visit us at IDC.com and follow us on Twitter: @IDC 4
Success and
Change:
Goal is
Performance
© IDC Visit us at IDC.com and follow us on Twitter: @IDC 5
6© IDC Visit us at IDC.com and follow us on Twitter: @IDC
Score: 0-2
Score: 0-3
Score: 0-4
Score: 0-5
Score: 0-6
Score: 1-7
Score: 1-8 (first to 9 wins)
September 2012: Emirates Team NZ admits AC72 can
foil
Daggerboard edgeRudder edge
Sail edge
Torpedo-shaped bulb
7© IDC Visit us at IDC.com and follow us on Twitter: @IDC
Score: 2-8 (first to 9 wins)
Score: 3-8 (first to 9 wins) Score: 5-8 (first to 9 wins)
Score: 7-8 (first to 9 wins)
Score: 8-8 (first to 9 wins)
8© IDC Visit us at IDC.com and follow us on Twitter: @IDC
USA Today:
America’s Cup: Do you believe in miracles?
Reuters: The epic battle over the past few
days has been a major vindication of the
vision of how to modernize the competition
SI.com: The staid old America's Cup can be an adrenalin rush
Success and Change:
Frequency and Size of Change
Source: IDC Thought Leadership Practice Survey, December, 2014, n= varies by question from 1067 to 528
% change is cumulative change over prior 3 years; Retention rate is cumulative retention rate over prior 3 years
10© IDC Visit us at IDC.com and follow us on Twitter: @IDC
% Sales Growth
% Growth of Fastest-growing
products
% Employee productivity
increase
% Profit Margin
% Revenue from new products
Employee Retention
Small Big
Frequent 24 21
Infrequent 20 17
Small Big
Frequent 27 24
Infrequent 26 24
Small Big
Frequent 22 16
Infrequent 17 15
Small Big
Frequent 30 23
Infrequent 25 20
Small Big
Frequent 25 20
Infrequent 19 16
Small Big
Frequent 66 58
Infrequent 71 81
Success and Change:
Requires Communication
11© IDC Visit us at IDC.com and follow us on Twitter: @IDC
When ideas are communicated effectively, people follow
and change.
— Nancy Duarte, Writer
You can have brilliant ideas, but if you can't get them
across, your ideas won't get you anywhere.
— Lee Iacocca, American Businessman
Success and Change:
Requires Communication
Source: Scott M. Cutlip Effective Public Relations (1953)
*Me (just now)
12© IDC Visit us at IDC.com and follow us on Twitter: @IDC
Complete
Concise
Considerate
Concrete
 Solves a problem
 All the information needed
 Doesn’t need to be “short”
 But must be on point
 Relevant
 Contextual to needs of receiver
 Specific
 Timely
Continuous*
Consistent*
What’s Missing?
Success and Change:
Characteristics of Communication
Change in Delivery Modalities Spending – Next 12 Months
13© IDC Visit us at IDC.com and follow us on Twitter: @IDC
Source: IDC's Learning Modality Survey, 2014
Moderate
Minor
Negligible
Negligible
Minor
Decrease Increase
Classroom-based ILT
"Disconnected" technology-based learning
Text-based training
Other
Formal on-the-job
Video
Simulations
Instructor-led e-learning
Self-paced e-learning
Source: Worldwide and U.S. IT Education and Training Services 2014–2018 Forecast
Apr 2014 Doc #247795
 Training will continue transition from c-ILT to elearning – but…
 Focus delivery methods on a) consumption and b) efficacy
 Too small to measure but important: EPSS & Simulations
 “Check List Manifesto” – The goal is performance
Success and Change:
Characteristics of Communication
14© IDC Visit us at IDC.com and follow us on Twitter: @IDC
Classroom-
based ILT
48.4%
eLearning
content
18.4%
CD-ROM
15.0%
Virtual ILT
12.6%
Text-based
training
3.7%
Video/
satellite video
1.9%
Total = $15,872m
Classroom-
based ILT
42.7%eLearning
content
22.5%
CD-ROM
14.0%
Virtual ILT
15.9%
Text-based
training
2.6%
Video/
satellite video
1.9%
Total = $20,649m
2010 2018
Successful Software Adoption:
Year of Adoption Success
Success only occurs when the effected employees are successfully trained:
Skills equals performance.
15© IDC Visit us at IDC.com and follow us on Twitter: @IDC
2015 will be the year of “Adoption Success”
 “Success” is defined by organizations maximizing the business utilization
applications
 Lead by SaaS firms, application vendors will measure utilization in a variety of ways
and propose interventions to tiers of users.
• New users: Access and basic functions across all roles and levels.
• Basic users: Overcoming role and task specific obstacles, reducing mistakes, reducing
time on tasks
• Proficient users: Using more advanced features.
 Goal is for more rapid business results and greater product
utilization. (reduce “shelf-ware”, increase renewal rate)
 Challenges will be “what constitutes success” and creating
interventions that are consumable and target the necessary
skills/knowledge.
$
Source: Market Analysis Perspective: Worldwide and U.S. IT Education and Certification, 2014
Talent Drives Success
Successful Software Adoption:
Year of Adoption Success
16© IDC Visit us at IDC.com and follow us on Twitter: @IDC
Successful Software Adoption:
Year of Adoption Success
Plotting “ERP project success rate” shows what we would expect
Source: Market Analysis Perspective: Worldwide and U.S. IT Education and Certification, 2013
Impressive, But measures the wrong thing!
17© IDC Visit us at IDC.com and follow us on Twitter: @IDC
Successful Software Adoption:
SaaS Δ’s Training
Deployment is faster, interface is [often] more intuitive, use is more
pervasive (mobile/distributed)
Training – or skilling – is also changing
And the indicators of success are more easily available
 Usage data
 Performance results
 Etc.
Allows the creation of "triggers“ to suggest remediation (or expanded use) based on actual performance
18© IDC Visit us at IDC.com and follow us on Twitter: @IDC
 Approach: Number of users
dictate approach
 Content: Feature and function
training (by role)
Content is static: custom content is
created from scratch
 Timing: Timed to be fully trained at
"launch“
Lip service to “maintenance
training”
 Target: Identify and train "SMEs"
based on roles
 Success: Project milestones
Old
Way
New
Way
 Approach: Learner convenience
Drives Modality (Incremental users
are irrelevant)
 Content: Task/activity use case
(by role)
Vendor content is customizable:
contextual content can be built from
known-good base
 Timing: Minimally trained in
advance (access and basic use)
Training continues (continuous)
based on need
 Target: Self-identified and self-
directed experts
 Success: Business results
(enabled by software use)
Successful Software Adoption:
SaaS Δ’s Training
0
20
40
60
80
100
5 10 20 30 40 50 60 70 80 90 100
(% of team certified)
(Averageperformancepercentile)
Security functions (n = 652)
Database administration functions (n = 450)
Source: Market Analysis Perspective: Worldwide and U.S. IT Education and Certification, 2012 (IDC# 238475)
This is better
19© IDC Visit us at IDC.com and follow us on Twitter: @IDC
Successful Software Adoption:
SaaS Δ’s Training
0
20
40
60
80
100
(Averageperformancepercentile)
(Time)
This is even better
20© IDC Visit us at IDC.com and follow us on Twitter: @IDC
Expert users
Frequent users
Occasional users
Successful Software Adoption:
SaaS Δ’s Training
0
20
40
60
80
100
(Averageperformancepercentile)
(Time)
Leads to this
Introduction Training
Self-discovery
Intervention
Intervention
Jack’s performance
Jill’s performance
21© IDC Visit us at IDC.com and follow us on Twitter: @IDC
Intervention
0
20
40
60
80
100
(Averageperformancepercentile)
(Time)
Jack’s performance
Jill’s performance
Training Matters
22© IDC Visit us at IDC.com and follow us on Twitter: @IDC
© IDC Visit us at IDC.com and follow us on Twitter: @IDC 23
Certified support staff
with less than one years
experience have more
core domain knowledge
than uncertified staff with
3 years of experience.
3 years
Certifying the skills of
IT staff members is the
single biggest
predictor of IT project success
More often
Certified staff implement
"single sign-on" access to
authorized network resources
32%
Network resources managed by
certified staff are in compliance
with industry security policies
for access control
10%
More oftenMore often
Certified Staff evaluate and
respond to security attacks
rapidly
26%
More often
80%
of IT managers
realize training is critical to
project success
Well trained information security
teams were:
10%more productive and account for
$70,000
of annual improvement
Untrained users require
6x
more support than trained users
1 hour
of training saves
5 hours
of lost productivity
less time spent by backup and
recovery teams on fixing problems
21%
Performance degrades by over
4 years without ongoing training.
25%
TrainingCertification
Source: various IDC reports, 2012-2014
 The rate of change is accelerating
 But, it will impact people
 The impact of SaaS on training will
show us the way: Consider
 Triggers
 Mix of push and pull
 Complete, concise, considerate,
concrete (continuous & consistent)
KEY LEARNINGS
To improve is to change;
to be perfect is to change often.
— Winston Churchill
STAY INFORMED
Follow the ASUGNews team:
Tom Wailgum: @twailgum
Chris Kanaracus: @chriskanaracus
Craig Powers: @Powers_ASUG

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The Importance of User Skills Related to Enterprise System Implementation, Rollout, or Upgrade Success

  • 1. IDC Research Study Results: The Importance of User Skills Related to Enterprise System Implementation, Rollout, or Upgrade Success Cushing Anderson, IDC, Mal Poulin, ANCILE SESSION CODE: 526
  • 2. Focus on what really matters when implementing SAP software - the people. IDC research highlights the dependence on user adoption, skills, proficiency, and self- enablement. Whether you are implementing for the first time or rolling out SAP software again, it is always time to design, execute, and sustain strategies to enable the workforce to perform. Discussion Points
  • 3. The Importance of User Skills Related to Enterprise System Implementation, Rollout, or Upgrade Success Dynamic dimensions of success
  • 4. Success is Dynamic  Success Requires Change  “Successful” Software Adoption • SaaS Δ’s Training © IDC Visit us at IDC.com and follow us on Twitter: @IDC 4
  • 5. Success and Change: Goal is Performance © IDC Visit us at IDC.com and follow us on Twitter: @IDC 5
  • 6. 6© IDC Visit us at IDC.com and follow us on Twitter: @IDC Score: 0-2 Score: 0-3 Score: 0-4 Score: 0-5 Score: 0-6 Score: 1-7 Score: 1-8 (first to 9 wins) September 2012: Emirates Team NZ admits AC72 can foil
  • 7. Daggerboard edgeRudder edge Sail edge Torpedo-shaped bulb 7© IDC Visit us at IDC.com and follow us on Twitter: @IDC
  • 8. Score: 2-8 (first to 9 wins) Score: 3-8 (first to 9 wins) Score: 5-8 (first to 9 wins) Score: 7-8 (first to 9 wins) Score: 8-8 (first to 9 wins) 8© IDC Visit us at IDC.com and follow us on Twitter: @IDC
  • 9. USA Today: America’s Cup: Do you believe in miracles? Reuters: The epic battle over the past few days has been a major vindication of the vision of how to modernize the competition SI.com: The staid old America's Cup can be an adrenalin rush
  • 10. Success and Change: Frequency and Size of Change Source: IDC Thought Leadership Practice Survey, December, 2014, n= varies by question from 1067 to 528 % change is cumulative change over prior 3 years; Retention rate is cumulative retention rate over prior 3 years 10© IDC Visit us at IDC.com and follow us on Twitter: @IDC % Sales Growth % Growth of Fastest-growing products % Employee productivity increase % Profit Margin % Revenue from new products Employee Retention Small Big Frequent 24 21 Infrequent 20 17 Small Big Frequent 27 24 Infrequent 26 24 Small Big Frequent 22 16 Infrequent 17 15 Small Big Frequent 30 23 Infrequent 25 20 Small Big Frequent 25 20 Infrequent 19 16 Small Big Frequent 66 58 Infrequent 71 81
  • 11. Success and Change: Requires Communication 11© IDC Visit us at IDC.com and follow us on Twitter: @IDC When ideas are communicated effectively, people follow and change. — Nancy Duarte, Writer You can have brilliant ideas, but if you can't get them across, your ideas won't get you anywhere. — Lee Iacocca, American Businessman
  • 12. Success and Change: Requires Communication Source: Scott M. Cutlip Effective Public Relations (1953) *Me (just now) 12© IDC Visit us at IDC.com and follow us on Twitter: @IDC Complete Concise Considerate Concrete  Solves a problem  All the information needed  Doesn’t need to be “short”  But must be on point  Relevant  Contextual to needs of receiver  Specific  Timely Continuous* Consistent* What’s Missing?
  • 13. Success and Change: Characteristics of Communication Change in Delivery Modalities Spending – Next 12 Months 13© IDC Visit us at IDC.com and follow us on Twitter: @IDC Source: IDC's Learning Modality Survey, 2014 Moderate Minor Negligible Negligible Minor Decrease Increase Classroom-based ILT "Disconnected" technology-based learning Text-based training Other Formal on-the-job Video Simulations Instructor-led e-learning Self-paced e-learning
  • 14. Source: Worldwide and U.S. IT Education and Training Services 2014–2018 Forecast Apr 2014 Doc #247795  Training will continue transition from c-ILT to elearning – but…  Focus delivery methods on a) consumption and b) efficacy  Too small to measure but important: EPSS & Simulations  “Check List Manifesto” – The goal is performance Success and Change: Characteristics of Communication 14© IDC Visit us at IDC.com and follow us on Twitter: @IDC Classroom- based ILT 48.4% eLearning content 18.4% CD-ROM 15.0% Virtual ILT 12.6% Text-based training 3.7% Video/ satellite video 1.9% Total = $15,872m Classroom- based ILT 42.7%eLearning content 22.5% CD-ROM 14.0% Virtual ILT 15.9% Text-based training 2.6% Video/ satellite video 1.9% Total = $20,649m 2010 2018
  • 15. Successful Software Adoption: Year of Adoption Success Success only occurs when the effected employees are successfully trained: Skills equals performance. 15© IDC Visit us at IDC.com and follow us on Twitter: @IDC 2015 will be the year of “Adoption Success”  “Success” is defined by organizations maximizing the business utilization applications  Lead by SaaS firms, application vendors will measure utilization in a variety of ways and propose interventions to tiers of users. • New users: Access and basic functions across all roles and levels. • Basic users: Overcoming role and task specific obstacles, reducing mistakes, reducing time on tasks • Proficient users: Using more advanced features.  Goal is for more rapid business results and greater product utilization. (reduce “shelf-ware”, increase renewal rate)  Challenges will be “what constitutes success” and creating interventions that are consumable and target the necessary skills/knowledge. $
  • 16. Source: Market Analysis Perspective: Worldwide and U.S. IT Education and Certification, 2014 Talent Drives Success Successful Software Adoption: Year of Adoption Success 16© IDC Visit us at IDC.com and follow us on Twitter: @IDC
  • 17. Successful Software Adoption: Year of Adoption Success Plotting “ERP project success rate” shows what we would expect Source: Market Analysis Perspective: Worldwide and U.S. IT Education and Certification, 2013 Impressive, But measures the wrong thing! 17© IDC Visit us at IDC.com and follow us on Twitter: @IDC
  • 18. Successful Software Adoption: SaaS Δ’s Training Deployment is faster, interface is [often] more intuitive, use is more pervasive (mobile/distributed) Training – or skilling – is also changing And the indicators of success are more easily available  Usage data  Performance results  Etc. Allows the creation of "triggers“ to suggest remediation (or expanded use) based on actual performance 18© IDC Visit us at IDC.com and follow us on Twitter: @IDC  Approach: Number of users dictate approach  Content: Feature and function training (by role) Content is static: custom content is created from scratch  Timing: Timed to be fully trained at "launch“ Lip service to “maintenance training”  Target: Identify and train "SMEs" based on roles  Success: Project milestones Old Way New Way  Approach: Learner convenience Drives Modality (Incremental users are irrelevant)  Content: Task/activity use case (by role) Vendor content is customizable: contextual content can be built from known-good base  Timing: Minimally trained in advance (access and basic use) Training continues (continuous) based on need  Target: Self-identified and self- directed experts  Success: Business results (enabled by software use)
  • 19. Successful Software Adoption: SaaS Δ’s Training 0 20 40 60 80 100 5 10 20 30 40 50 60 70 80 90 100 (% of team certified) (Averageperformancepercentile) Security functions (n = 652) Database administration functions (n = 450) Source: Market Analysis Perspective: Worldwide and U.S. IT Education and Certification, 2012 (IDC# 238475) This is better 19© IDC Visit us at IDC.com and follow us on Twitter: @IDC
  • 20. Successful Software Adoption: SaaS Δ’s Training 0 20 40 60 80 100 (Averageperformancepercentile) (Time) This is even better 20© IDC Visit us at IDC.com and follow us on Twitter: @IDC Expert users Frequent users Occasional users
  • 21. Successful Software Adoption: SaaS Δ’s Training 0 20 40 60 80 100 (Averageperformancepercentile) (Time) Leads to this Introduction Training Self-discovery Intervention Intervention Jack’s performance Jill’s performance 21© IDC Visit us at IDC.com and follow us on Twitter: @IDC Intervention 0 20 40 60 80 100 (Averageperformancepercentile) (Time) Jack’s performance Jill’s performance
  • 22. Training Matters 22© IDC Visit us at IDC.com and follow us on Twitter: @IDC
  • 23. © IDC Visit us at IDC.com and follow us on Twitter: @IDC 23 Certified support staff with less than one years experience have more core domain knowledge than uncertified staff with 3 years of experience. 3 years Certifying the skills of IT staff members is the single biggest predictor of IT project success More often Certified staff implement "single sign-on" access to authorized network resources 32% Network resources managed by certified staff are in compliance with industry security policies for access control 10% More oftenMore often Certified Staff evaluate and respond to security attacks rapidly 26% More often 80% of IT managers realize training is critical to project success Well trained information security teams were: 10%more productive and account for $70,000 of annual improvement Untrained users require 6x more support than trained users 1 hour of training saves 5 hours of lost productivity less time spent by backup and recovery teams on fixing problems 21% Performance degrades by over 4 years without ongoing training. 25% TrainingCertification Source: various IDC reports, 2012-2014
  • 24.  The rate of change is accelerating  But, it will impact people  The impact of SaaS on training will show us the way: Consider  Triggers  Mix of push and pull  Complete, concise, considerate, concrete (continuous & consistent) KEY LEARNINGS To improve is to change; to be perfect is to change often. — Winston Churchill
  • 25. STAY INFORMED Follow the ASUGNews team: Tom Wailgum: @twailgum Chris Kanaracus: @chriskanaracus Craig Powers: @Powers_ASUG