Mobilize the Workforce by Mobilizing ERP

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


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Your Challenge

  • 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.


  • 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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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. 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.

Guided Implementation icon Guided Implementation

This guided implementation is a six call advisory process.

  • 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.

Onsite Workshop

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

Activities: Outputs:
1.1 Rank enterprise goals
  • A go or no go decision
1.2 External trend analysis
  • Business process mobility assessment
1.3 Business process assessment
  • Potential value by business process identified
1.4 Opportunity Assessment
  • Assessment of current mobile ERP inventory
1.5 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

Activities: Outputs:
2.1 Assessment of design capabilities
  • Mobile development maturity assessment
2.2 Assessment of development capabilities
  • A recommended course of action to pursue mobile ERP
2.3 Assessment of testing capabilities
2.4 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

Activities: Outputs:
3.1 Mobile ERP benefit assessment
  • Business case deliverable completed
3.2 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

Activities: Outputs:
4.1 Use case development
  • Established use cases
4.2 Data assessment
  • Analysis of the data requirements for mobile ERP
4.3 Form factor analysis
  • Analysis of form factors to use when pursing mobile ERP
4.4 Platform analysis
  • Analysis of the platforms that can be used when developing mobile ERP
4.5 Application type recommendation
  • Analysis of what type of application should be build given certain process constraints
4.6 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

Activities: Outputs:
5.1 Understand how to manage an internal development process
  • A populated mobile ERP project plan
5.2 Develop a vendor management strategy
  • A thorough understanding of best practices for managing vendors
5.3 How to test your new mobile ERP application
  • High level overview of best practices from the Software Development Life Cycle framework
5.4 Maintaining your mobile ERP application
5.5 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

Activities: Outputs:
6.1 Corporate app store analysis
  • A thorough understanding of best practices for app distribution, communication, and end user training
6.2 Communication best practices
  • Describe how to use the Process Based Documentation template
6.3 End user training best practices
6.4 Document the business processes

Workshop Icon Book Your Workshop

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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Search Code: 74596
Published: April 4, 2014
Last Revised: April 4, 2014

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