The Adventurous and Practical Journey to a Large-Scale Enterprise Solution The high failure rate of enterprise resource planning (ERP) projects is a pressing concern for both academic researchers and industrial practitioners. The challenges of an ERP implementation are particularly high when the project involves designing and developing a system from scratch. Organizations often turn to vendors and consultants for handling such projects, but every aspect of an ERP project is opaque for both customers and vendors. Unlocking the mysteries of building a large-scale ERP system, The Adventurous and Practical Journey to a Large-Scale Enterprise Solution tells the story of implementing an applied enterprise solution. The book covers the field of enterprise resource planning by examining state-of-the-art concepts in software project management methodology, design and development integration policy, and deployment framework, including: ■ A hybrid project management methodology using waterfall as well as a customized Scrum-based approach ■ A novel multi-tiered software architecture featuring an enhanced flowable process engine ■ A unique platform for coding business processes efficiently ■ Integration to embed ERP modules in physical devices ■ A heuristic-based framework to successfully step into the Go-live period Written to help ERP project professionals, the book charts the path that they should travel from project ideation to system implementation. It presents a detailed, real-life case study of implementing a large-scale ERP and uses storytelling to demonstrate incorrect and correct decisions frequently made by vendors and customers. Filled with practical lessons learned, the book explains the ins and outs of adopting project methodologies. It weaves a tale that features real-world and scholarly aspects of an ERP implementation. The Adventurous and Practical Journey to a Large- Scale Enterprise Solution Threading the Way to Implementing an ERP through MIDRP Practice FANAP Studies & Research Center First edition published 2023 by CRC Press 6000 Broken Sound Parkway NW, Suite 300, Boca Raton, FL 33487-2742 and by CRC Press 4 Park Square, Milton Park, Abingdon, Oxon, OX14 4RN CRC Press is an imprint of Taylor & Francis Group, LLC Reasonable efforts have been made to publish reliable data and information, but the author and publisher cannot assume responsibility for the validity of all materials or the consequences of their use. The authors and publishers have attempted to trace the copyright holders of all material reproduced in this publication and apologize to copyright holders if permission to publish in this form has not been obtained. If any copyright material has not been acknowledged please write and let us know so we may rectify in any future reprint. Except as permitted under U.S. Copyright Law, no part of this book may be reprinted, reproduced, transmitted, or utilized in any form by any electronic, mechanical, or other means, now known or hereafter invented, including photocopying, microfilming, and recording, or in any information storage or retrieval system, without written permission from the publishers. For permission to photocopy or use material electronically from this work, access www. copyright.com or contact the Copyright Clearance Center, Inc. (CCC), 222 Rosewood Drive, Danvers, MA 01923, 978-750-8400. For works that are not available on CCC please contact [email protected] Trademark notice: Product or corporate names may be trademarks or registered trademarks and are used only for identification and explanation without intent to infringe. ISBN: 978-1-032-43993-8 (hbk) ISBN: 978-1-032-41175-0 (pbk) ISBN: 978-1-003-36980-6 (ebk) DOI: 10.1201/9781003369806 Typeset in Garamond by MPS Limited, Dehradun Contents Preface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii Acknowledgments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix Contributor Biography. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi 1 Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2 ERP Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 3 MIDRP. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 4 Project Management Methodology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 5 Software Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115 6 Business and System Analysis. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137 7 Design and Development. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163 8 Integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205 9 Integration Framework . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229 10 The Intelligent Future. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261 Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279 v Preface Hedging against the high failure rate of enterprise resource planning (ERP) projects has been the main concern of both academic and industrial practitioners. The challenges of ERP implementation are exacerbated when it comes to its design and development from scratch. In this respect and according to a normal condition, the customer would appoint a well-experienced vendor to accomplish its requirements under the umbrella of an integrated enterprise solution. However, what would be happening if the previous experiences within the target region as well as the underlying limitations cast doubt about employing a popular ERP vendor? How could a fresh vendor surmount the challenges of the ERP implementation to satisfy the requirements of the customer with a large-scale business? In this circumstance, every aspect of an ERP accomplishment project is opaque for both customers and vendors. The related literature on the detailed and comprehensive procedure for conducting an ERP project is not significant since it is tied to commercial issues. Due to the fierce market competition, the websites of the popular ERP vendors avoid sharing the necessary data about the main issues and challenges and the way of coping with the problems. Meanwhile, what should be done by that fresh vendor in the significant lack of practical data? The corresponding fresh ERP vendor has to go through a broad spectrum of commercial and scientific documents in order to derive the appropriate methodology while using trial-and- error to put that methodology into practice. This can be a time-consuming and burdensome task for the involved parties. To unlock the adventurous mysteries of running a large-scale ERP from A to Z, the current book articulates the story of implementing an applied enterprise solution with the cooperation of MIDHCO and FANAP companies. The book is designed in a way to meet the needs of ERP participants in practice by illuminating the whole path in the most digestible and comprehensive form. The book focuses on a real case study of implementing a large-scale ERP up to the smallest detail using a storytelling tone. Such a tone is to clearly reflect the influence of adopting wrong and right decisions that may be adopted by fresh vendors and customers in the context of an ERP. By gathering a package of practical lessons learned, a newcomer in the field of ERP implementation would probably adopt correct decisions instead of prohibitive wrong ones. Accordingly, the cost of trial-and-error vii viii ▪ Preface would be reduced, and thereby the failure rate for the participants of these types of projects could be minimized. For instance, the current book implies how and why the ERP’s participants should adopt an initial project methodology and then switch to a matured counterpart under certain circumstances. Notably, the book weaves a complicated plot that follows both adventurous and scholarly facets of being engaged with an ERP implementation project. The adventurous tone of the content is mainly employed in describing the onset involvement at the beginning involvement of the key story’s characters with every new step towards completing the desired solution. Meanwhile, the rest of the content is to signal the adopted knowledge-based practices to resolve the real challenges being captured by the scholarly tone throughout the book. Precisely, the book covers the field of enterprise resource planning by considering state-of-the-art concepts in terms of software project management methodology, design and development integration policy, and deployment framework. In the context of project management of enterprise solutions, our book involves a new applied hybrid methodology composed of the waterfall as well as a customized Scrum-based approach. Regarding the software architecture, the content of the current book provides a novel multi-tiered design being equipped with an enhanced flowable process engine. In case of the software development, the present book employs a unique platform for coding business processes in the most efficient manner. Additionally, the proposed integration innovatively embeds different modules of the ERP into the physical devices of the addressed case study. Finally, the new facet associated with the software deployment of this book can be attributed to the presence of a heuristic framework to successfully step into the Go-live period. This heuristic framework is very valuable since it has been derived through an excruciating trial-and-error in a real environment. In terms of the potential audiences, the book fits well with the requirements of researchers and industrial practitioners, simultaneously. The researchers-based target audiences include undergraduates, post-graduates, and professors who are looking for a comprehensive source with practical implications in the courses associated with enterprise solutions. The industrial practitioners-based target audiences also involve both ERP customers and vendors who need managerial insight and technical information on directing such a project from scratch. All in all, the present hoped-for study can play a workable role in streamlining business and research-oriented activities. Acknowledgments Due to the case study-oriented subject of this book, it could not be prepared under the participation of only a handful number of individuals. Generally, this book is indebted to two groups of people: the professional practitioners who paved the way for providing the essence of the book’s material and the intellectual ones who gathered that material on the basis of a scientific publication. In detail, the material of this book is a direct outcome of implementing a large- scale software project through the active collaboration of MIDHCO and FANAP companies under the supportive umbrella of the Pasargad Financial Group. Accordingly, our sincere gratitude goes to Dr. Ali Asghar Pourmand and Dr. Shahab Javanmardi as the CEOs of MIDHCO and FANAP on the behalf of the corresponding staff, respectively. They succeeded in managing their resources in a way that the line-by-line facts of the book could be shaped. Furthermore, the exceptional performance of Dr. Mohammad Jafar Ekramjafari, the consultant of MIDHCO’s CEO, is no mean feat owing to taking on the mantle of fruitfully advancing this complex project. Let’s be thankful for the wise resourcefulness of Mr. Ramin Amrbar, Mr. Mohammad Emami, and Mr. Peiman Gholami, the project managers of MIDHCO Co. Their significant cooperation with the specialists of FANAP Co. resulted in the reflected achievements of the current study. The realization of the project also owed to the depth of experience of POSCO ICT Co. under the supervision of Mr. Jaewoo Lim. Besides, Dr. Majid Ghasemi, the CEO of the Pasargad Financial Group, is gratefully appreciated owing to his grand strategy in terms of underpinning the companies to get involved in a completely innovative and knowledge-based project. Indeed, such an outlined strategy in the project was the cornerstone of creating the present work. Meanwhile, the commendable original plan behind documenting the engineering value of that project in a storytelling manner and thereby writing this book pertained to Mr. Hamidreza Amouzegar, the deputy of Development & Technology of FANAP Company. To properly fulfill such an idea, FANAP Studies & Research Center undertook the responsibility of brainstorming, plotting, and consequently writing this book via the significant engagement of its scholar members. In this regard, special thanks to the members of the Center, for their brilliant idea, knowledgeable leadership, and constant monitoring over the ix