Installation Methods and Their Evaluation
Due to the potential organisational issues, various methods exist for introducing a new system into the environment.
Parallel Running
Parallel running
Both the old and new systems run simultaneously for a period.
- Advantages:
- Low Risk: If the new system fails, the old system is still operational.
- Validation: Outputs from both systems can be compared to ensure accuracy.
- Disadvantages:
- High Cost: Maintaining two systems increases operational expenses.
- Increased Workload: Employees must manage both systems, which can be a time-consuming task.
Parallel running is ideal for critical systems where downtime or errors are unacceptable.
Direct Changeover (Big Bang approach)
Direct changeover
The new system replaces the old system immediately
- Advantages:
- Cost-Effective: Only one system is operational at a time.
- Quick Implementation: The transition is fast, minimising disruption.
- Disadvantages:
- High Risk: If the new system fails, there is no backup.
- Requires Thorough Testing: Extensive testing and training are essential before implementation.
Direct changeover is suitable for non-critical systems where downtime is acceptable.
Pilot Running
Pilot Running
The new system is implemented in a small part of the organisation (a pilot site) before being rolled out fully
- Advantages:
- Low Risk: Issues can be identified and resolved in the pilot phase.
- Scalable: Successful implementation at the pilot site can be replicated across the organisation.
- Disadvantages:
- Time-Consuming: The full rollout can take longer.
- Resource Intensive: Requires dedicated resources for the pilot phase.
Pilot running is ideal for large organisations with multiple locations.
Phased Conversion
Phased conversion
The new system is implemented in stages or modules over time
- Advantages:
- Reduced Risk: Issues can be addressed in each phase before moving to the next.
- Manageable Training: Employees can be trained gradually.
- Disadvantages:
- Extended Timeline: The whole implementation process can be lengthy.
- Complex Integration: Ensuring compatibility between old and new system modules can be a challenging task.
Phased conversion is suitable for complex systems with interdependent modules.
Training Implications of Installation Methods
- Parallel Running: Employees must be trained on both systems, increasing the training workload.
- Direct Changeover: Comprehensive training is required before the switch to ensure a smooth transition.
- Pilot Running: Initial training is concentrated on the pilot group, who can later assist in training others.
- Phased Conversion: Training is conducted in stages, aligning with the implementation of each module.
- When planning training, consider the learning curve of employees and the complexity of the new system.
- There are different ways to provide training:
- self-instruction (manuals/documentation)
- formal classes (group lessons)
- remote/online training (group or individual lessons)
- The choice of training method should be influenced by the context, e.g. the new system's implementation method and human resources.
Evaluating Installation Methods
When deciding on an installation process, consider:
- Changeover Process: How the transition from old to new system will occur
- Risk: Potential negative impacts if something goes wrong
- Cost of Running: Expenses related to hosting systems and operations
- Efficiency: How quickly can the installation be completed
- Risk vs. Cost:
- Parallel Running: Low risk but high cost.
- Direct Changeover: High risk but cost-effective.
- Time vs. Complexity:
- Pilot Running: Moderate time and complexity.
- Phased Conversion: Extended time but manageable complexity.
- Organisational Impact:
- Consider employee resistance and the need for training and support during the transition.
- Which installation method would you choose for a critical system, and why?
- How do training requirements differ between direct changeover and phased conversion?