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Mobilize the Workforce by Mobilizing ERP

Mobility isn’t about shiny new toys, it’s about empowering your workforce.

  • Organizations who want to embrace the mobile trend usually begin with a customer-facing application. The biggest financial gains, however, can be realized by mobilizing internal business processes and therefore mobilizing ERP.
  • IT often does not know where to start when deciding which business process should be mobilized first.
  • Organizations must first decide whether mobile ERP is right for them, and then decide how to pursue mobile ERP before the IT project can begin.

Our Advice

Critical Insight

  • Mobile ERP is not as simple as buying the latest mobile ERP add-on from your ERP vendor. Starting with a comprehensive business process assessment will save valuable time and resources.
  • Exception handling by management will be a key source of value from mobilizing your ERP system.
  • There are many different routes for pursuing mobile ERP; assessing your IT department’s ability to develop mobile applications will be the core activity to determine which route is best for your organization.

Impact and Result

  • Increase usage of your ERP system by end users and make the management team in your organization more efficient by allowing them to handle exceptions on the fly.
  • Turn the old ERP system everyone hates using into a lean and sleek software application that drives measurable improvements in productivity.
  • Save over $45,000 when mobilizing your ERP system with Info-Tech’s Project Blueprint.

Mobilize the Workforce by Mobilizing ERP Research & Tools

1. Assess the reality of mobile ERP in your enterprise

Determine if and how your organization should pursue mobile ERP.

2. Build the business case and gather requirements for your mobile ERP application

Gain end-user feedback to build the optimal mobile ERP application.

3. Build the mobile ERP application

Anticipate the implementation of your mobile ERP project.

4. Launch the mobile ERP application

Prepare for roll-out of your brand new mobile ERP application.

Workshop: Mobilize the Workforce by Mobilizing 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: Assess the current state

The Purpose

  • To determine if your organization should pursue mobile ERP

Key Benefits Achieved

  • A go or no go decision regarding your organization’s need for mobile ERP




Rank enterprise goals

  • A go or no go decision

External trend analysis

  • Business process mobility assessment

Business process assessment

  • Potential value by business process identified

Opportunity Assessment

  • Assessment of current mobile ERP inventory

Identification of current mobile capabilities

Module 2: Move forward with mobile ERP

The Purpose

  • Assess your organization’s mobile development maturity level

Key Benefits Achieved

  • A recommendation about how to pursue mobile ERP given your organization’s mobile development maturity level




Assessment of design capabilities

  • Mobile development maturity assessment

Assessment of development capabilities

  • A recommended course of action to pursue mobile ERP

Assessment of testing capabilities


Assessment of maintenance capabilities

Module 3: Craft a business case

The Purpose

  • Build the business case for mobile ERP and sell it to senior management

Key Benefits Achieved

  • A heavily quantitative based business case
  • Tip for securing a senior management champion




Mobile ERP benefit assessment

  • Business case deliverable completed

Mobile ERP cost assessment

Module 4: Determine ERP form and function

The Purpose

  • To gather mobile ERP requirements with use cases and design solution using end user workshops

Key Benefits Achieved

  • Provide a template to capture all mobile ERP use cases
  • Best practice workshop activities to gain end user feedback with limited effort and time commitment




Use case development

  • Established use cases

Data assessment

  • Analysis of the data requirements for mobile ERP

Form factor analysis

  • Analysis of form factors to use when pursing mobile ERP

Platform analysis

  • Analysis of the platforms that can be used when developing mobile ERP

Application type recommendation

  • Analysis of what type of application should be build given certain process constraints

User interface design workshop activities

  • Workshop activities to speed up the UX design process

Module 5: Implement the project

The Purpose

  • Implement your mobile ERP project

Key Benefits Achieved

  • Best practice analysis for implementing the mobile ERP project
  • A populated project plan




Understand how to manage an internal development process

  • A populated mobile ERP project plan

Develop a vendor management strategy

  • A thorough understanding of best practices for managing vendors

How to test your new mobile ERP application

  • High level overview of best practices from the Software Development Life Cycle framework

Maintaining your mobile ERP application


Develop a monitoring program to gauge the success of the application

Module 6: Roll out the app

The Purpose

  • Prepare for roll-out of your brand new mobile ERP application

Key Benefits Achieved

  • Understand best practices for rolling out a mobile ERP application




Corporate app store analysis

  • A thorough understanding of best practices for app distribution, communication, and end user training

Communication best practices

  • Describe how to use the Process Based Documentation template

End user training best practices


Document the business processes

Mobility isn’t about shiny new toys, it’s about empowering your workforce.

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.

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.

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Get the help you need in this 1-phase advisory process. You'll receive 6 touchpoints with our researchers, all included in your membership.

  • Call 1: Determine if you should pursue mobile ERP

    Walk through Part 1 of the Mobile ERP Opportunity Assessment Tool and determine if your organization is ready for mobile ERP. Discuss the long-term implications when considering mobile ERP and how this may affect how you leverage the ERP product roadmap.

  • Call 2: Determine a course of action – buy or build

    Part 2 of the Mobile ERP Opportunity Assessment Tool will be discussed as well as the results of this section. One of our analysts will help explain what the results mean to your organization and the different options available to pursue mobile ERP.

  • Call 3: Build the business case and sell it

    The last part of the Mobile ERP Opportunity Assessment Tool provides a framework for determining the financial return from mobilizing your ERP system.

  • Call 4: Complete the use case

    Unique requirements exist for mobile ERP applications. This GI will discuss those unique requirements and provide an overview of the Mobile ERP Use Case and Requirements Gathering Template.

  • Call 5: Build the project plan

    While this step does not guide your IT department through the build or buy process, this step discusses specific issues that must be addressed when implementing mobile ERP.

  • Call 6: Prepare to roll-out your brand new mobile ERP application

    The final step is to prepare for the roll-out of the mobile ERP application. Documenting and preparing a change management plan will be essential for encouraging adoption of the mobile ERP application.


George Goodall

Tom Rochefort


  • Chris Devault, Panorama Consulting
  • Joe Topinka, Red Wing Shoes
  • Ian van Haeringen, B&R Enclosures
  • James Wisdom, City of Lawrence, Kansas
  • Walter Kwiatek, Bioventus Global
  • Sue Penick, Bennington Marine
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