Empowering clients for ERP success: AI and Project Manager

In this month’s expert tip, experienced Business Systems Program Manager, Craig Rohan, addresses selecting a key component, the Project Manager, and use of new and developing AI tools to ensure project success, reduced risk, and future system scalability.

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ERP Project Manager: Skills, Certifications and Knowledge

What is a skilled ERP Project Manager? A successful Project Manager should possess comprehensive and applicable project management knowledge and skills, validated by recognized certifications, such as:

• PMP Project Management: Project Management Professional certification
• ERP Software Project Management, such as Microsoft certified project manager
• Business and accounting skills: for example, a CPA (Certified Public Accountant).
• ERP Software: for example. D365 F&SCM certifications, such as MB 300 and 310

The PM’s expertise extends to accounting, the ERP system, and industry, ensuring sound judgment, system security, and regulatory compliance in the financial system implementation.

Ethical Standards

Project Managers should be strong advocates for project success and demonstrate a strong ethical foundation, supported by certifications such as Certified Public Accountant (CPA) and a PMP certified project manager.

AL For Successful Project Management

Effective project management incorporates the augmentation of human intelligence with artificial intelligence (AI), through the use of developing strategic planning and AI tools. The Project Manager must have the skills to understand project metrics, risk reduction tools, KPIs, to evaluate AI recommendations, and have the capability to independently recommend next steps to keep a project on schedule, in scope, and on budget. To balance their time, Project Managers must balance leadership and management, cultivate organizational culture awareness, and evaluate strategic alternatives. This is where I have been using AI in the following ways:

• Dashboard: Set up real time project management dashboards, providing project visibility from detail task level to the overall health of the project
• KPI and risk management visibility
• Issue Identification, tracking, updates and recommended next steps
• Automation and real time reporting, including daily Standup Meetings, Risks, Risk Remediations, and Risk Mitigation
• Change Management and the documentation of Standard Operating Procedures (SOP)
• Automated test scripts for thorough testing of system updates
• Evaluation of ERP Roadmap, in this case Microsoft, and the scalability of the ERP system.

Effective execution of strategic plans and embracing AI involves guidance and support at all organizational levels. The next article will include the result of the use of AI tools and what to watch for to ensure concise and meaningful content, and other key project management elements for project success.

Craig Rohan

rohan.craig@gmail.com