Select and Implement an ERP Solution

Selecting a best-fit solution requires balancing needs, cost, and capability.

Onsite Workshop

Implementing an ERP solution without a plan leads to:

  • Massive budget and time overruns.
  • Marginal benefits realization.
  • Poor adoption and high operational costs.

Planning your ERP solution implementation upfront leads to:

  • Traceability of decision making.
  • Ability to effectively forecast resource requirements.
  • High adoption rates and low maintenance costs.

Module 1: Workshop Preparation

The Purpose

Facilitator will work with team to verify organizational readiness for ERP project and form the ERP project team.

Key Benefits Achieved

  • Level-set on organizational readiness for ERP.
  • Organizational project alignment.

Activities: Outputs:
1.1 Workshop introduction and overview of activities.
1.2 Complete organizational context assessment to level-set understanding.
1.3 Complete ERP organizational readiness assessment.
  • ERP readiness assessment
1.4 Form ERP project team.
  • Structured project team

Module 2: Scope ERP Selection Roadmap

The Purpose

  • Determine what the business needs to get out of the ERP solution.
  • Build selection roadmap and project plan.

Key Benefits Achieved

  • Comprehensive ERP selection roadmap.
  • Business and ERP solution alignment.

Activities: Outputs:
2.1 Scope ERP selection project.
2.2 Refine ERP roadmap with selection work initiatives.
  • Selection roadmap
2.3 Determine selection project resourcing.
2.4 Begin high-level requirements gathering.
  • ERP requirements

Module 3: Gather ERP Requirements

The Purpose

Gather functional and non-functional requirements for the ERP solution.

Key Benefits Achieved

  • Business requirements document
  • Business and ERP solution alignment

Activities: Outputs:
3.1 ERP requirements gathering.
  • ERP requirements
3.2 Identify non-functional requirements for ERP.
3.3 Document requirements in requirements package.
3.4 Review RFP considerations.
  • RFP considerations

Module 4: Analyze Vendor Profiles

The Purpose

Disambiguate the complex ERP market to short-list ERP vendors for your organization and business needs.

Key Benefits Achieved

Narrow your options for ERP selection to best-fit vendors.

Activities: Outputs:
4.1 Perform a use-case scenario assessment and identify use-case alignment.
4.2 Review ERP vendor profiles.
4.3 Short-list vendors for RFP consideration.
  • ERP vendor shortlist
4.4 Investigate additional vendors for exploration in the marketplace.

Module 5: Workshop Debrief

The Purpose

Prepare the project team for next steps.

Key Benefits Achieved

Next steps determined.

Activities: Outputs:
5.1 Meet with project manager to discuss results and action items.
5.2 Support project team in outlining RFP contents and evaluation framework.
  • RFP considerations
  • Evaluation framework considerations
5.3 Plan demo script scenarios.
  • Demo script considerations

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Onsite Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn’t enough, we offer low-cost onsite delivery of our Project Workshops. We take you through every phase of your project and ensure that you have a road map in place to complete your project successfully.

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