Build an ERP Selection & Implementation Strategy

The real cost of ERP failure is your career.

Your Challenge

  • IT leaders and senior executives often have tremendous fear of ERP. There’s a good reason.
  • ERP selection is a laborious process with many different stage gates.
  • Different enterprises need to put particular focus on different aspects of the selection process depending on industry, business case, and the selected solution provider.

Our Advice

Critical Insight

Following a process for ERP selection is important but not sufficient. IT leaders must focus specifically on the key challenges that they can expect to face and develop a strategy for overcoming them. Each individual enterprise has unique challenges. But they will certainly include:

  • Preparing end users for change.
  • Transitioning the project to operation.
  • Documenting business processes.
  • Effectively engaging sponsors.
  • Managing implementation partners.

Impact and Result

  • Prepare for the ERP selection and implementation cycle by using Info-Tech’s step-by-step methodology including tools, templates, and other resources.
  • Anticipate the key challenges the project will face based on factors such as the size of the enterprise, industry, and ERP experience.
  • Formulate strategies to mitigate the impact of these key challenges and to monitor them throughout the project.


Over 40 enterprises contributed, and more than 20 IT leaders have provided insights. The contributors will remain anonymous due to security and competitive concerns.

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See how all the steps you need to take come together, with tools and advice to help with each task on your list.

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Get to Action

  1. Formulate a strategy

    Anticipate key challenges in ERP selection and implementation.

  2. Create a project plan

    Ensure successful project completion.

  3. Initiate the project

    Get relevant business units involved.

  4. Engage business unit managers

    Elicit detailed requirements.

  5. Keep SMEs engaged

    Validate requirements.

  6. Assess ERP readiness

    Ensure that the enterprise can support ERP.

  7. Collect relevant information

    Facilitate RFP and vendor demo script preparation.

  8. Talk to ERP solution providers

    Avoid early project delays.

  9. Track tasks

    Ensure timely project completion.

  10. Transition smoothly to operation

    Avoid the most common project challenges.

  11. Create documentation

    Ensure IT support.

  12. Get the right ERP project sponsor

    Get the project done.

Guided Implementation Icon Talk to an Analyst

Our analyst calls are focused on helping our members use the research we produce, and our experts will guide you to successful project completion.

  • Book an Analyst Call on this topic. You can start as early as tomorrow morning. Our analysts will explain the process in your first call.
  • Get advice from a subject matter expert. Each call will focus on explaining the material and helping you to plan your project, interpret and analyze the results of each project step, and setting the direction for your next project step.

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