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Get the Most Out of Your ERP

In today’s connected world, the continuous optimization of enterprise applications to realize your digital strategy is key.

  • ERP systems are changed rarely, and changing them has a significant impact on an organization.
  • Research shows that even newly installed systems often fail to realize their full potential benefit to the organization.
  • Business process improvement is rarely someone’s day job.

Our Advice

Critical Insight

  • A properly optimized ERP business process will reduce costs and increase productivity.

Impact and Result

  • Build a ERP Optimization Team to conduct ongoing application improvements.
  • Assess your application(s) and the environment in which they exist. Use a business-first strategy to prioritize optimization efforts.
  • Validate your capabilities, user satisfaction, issues around data, vendor management, and costs to build out an optimization strategy.
  • Pull this all together to develop a prioritized optimization roadmap.

Get the Most Out of Your ERP Research & Tools

Start here – read the Executive Brief

Read our concise Executive Brief to find out why you should optimize your ERP, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.

1. Map current state capabilities

Identify your stakeholders and create your ERP Optimization Team. Then move on to building your ERP strategy model and creating an inventory of your ERP applications and interactions. Finally, define your business capabilities and identify your key ERP processes.

2. Assess your current state

Select the most important ERP processes for the organization. Once the processes have been identified, evaluate them for current fit and ideal fit. Conduct a user satisfaction survey and use SoftwareReviews (optional) to access the product scorecard for comparisons with other users. Assess IT-enabled user satisfaction across your ERP portfolio with Info-Tech's Application Portfolio Assessment (APA).

3. Build your optimization roadmap

Explore existing process gaps and identify the impact of processes on user satisfaction. Then assess the impact of data quality on user satisfaction and review the overall satisfaction with the product and vendor management.

Member Testimonials

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.


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Christian Healthcare Ministries, Inc.

Guided Implementation




Workshop: Get the Most Out of Your ERP

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 delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Define Your ERP Application Vision

The Purpose

Get the most out of your ERP.

Key Benefits Achieved

  • Develop an ERP Optimization Team.
  • Re-align your ERP and business goals.
  • Understand your current system state capabilities and processes.
  • Validate user satisfaction, application fit, and areas of improvement to optimize your ERP.
  • Take a 360o inventory of your ERP and related systems.
  • Realign business and technology drivers. Assess user satisfaction.
  • Review the ERP marketplace.
  • Complete a thorough examination of capabilities and processes.
  • Manage your vendors and data.
  • Pull this all together to prioritize optimization efforts and develop a concrete roadmap.




Determine your ERP Optimization Team.

  • ERP Optimization Team

Align your organizational goals.

  • ERP business model
  • ERP optimization goals

Inventory your applications and interactions.

  • ERP system inventory and data flow

Define your business capabilities.

  • ERP process list

Explore ERP-related costs.

  • ERP-related costs

Module 2: Map Current State Capabilities

The Purpose

Map your current state capabilities.

Key Benefits Achieved

  • Complete an ERP process gap analysis to understand where your ERP is underperforming.
  • Review your ERP application portfolio assessment to uncover user satisfaction and data concerns.
  • Undertake a survey (using information from SoftwareReviews) to quantify your satisfaction with your vendor and product.




Conduct a gap analysis for ERP processes.

  • ERP process gap analysis.

Perform an application portfolio assessment (APA).

  • ERP application portfolio assessment (APA)

Review vendor satisfaction.

  • ERP SoftwareReviews survey

Module 3: Assess ERP

The Purpose

Assess your ERP.

Key Benefits Achieved

  • Learn which processes you need to focus on.
  • Uncover underlying user satisfaction issues so you can plan to address these areas.
  • Understand where data issues are occurring so you can mitigate them.
  • Investigate your relationship with the vendor and product and compare it with others' experiences.
  • Identify any areas for cost optimization (optional).




Explore process gaps.

  • ERP process optimization priorities

Analyze user satisfaction.


Assess data quality.


Understand product satisfaction and vendor management.

  • ERP vendor optimization opportunities

Look for ERP cost optimization opportunities (optional).

  • ERP cost optimization (optional)

Module 4: Build Your Optimization Roadmap

The Purpose

Build your optimization roadmap.

Key Benefits Achieved

  • Understand where you need to improve to better focus your optimization efforts.




Perform an ERP process gap analysis.


Undertake an ERP application portfolio assessment (APA).


Identify key optimization areas.


Develop your ERP optimization roadmap.

  • ERP optimization plan

In today’s connected world, the continuous optimization of enterprise applications to realize your digital strategy is key.

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.


Overall Impact

Average $ Saved

Average Days Saved

After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve.

Read what our members are saying

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Need Extra Help?
Speak With An Analyst

Get the help you need in this 3-phase advisory process. You'll receive 7 touchpoints with our researchers, all included in your membership.

Guided Implementation 1: Map current state capabilities
  • Call 1: Scope requirements, objectives, and your specific challenge.
  • Call 2: Build the ERP team and align organizational goals.

Guided Implementation 2: Assess your current state
  • Call 1: Map current state, inventory ERP processes, and explore ERP-related costs.
  • Call 2: Conduct a gap analysis for ERP processes and prepare an application portfolio assessment.

Guided Implementation 3: Build your optimization roadmap
  • Call 1: Understand product satisfaction and vendor management. Look for ERP cost optimization opportunities (optional).
  • Call 2: Review your application portfolio assessment (APA) results.
  • Call 3: Identify key optimization areas. Build out your optimization roadmap and plan your next steps.


Robert Fayle

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