Build an ERP Strategy and Roadmap

Align business and IT to successfully deliver on your ERP initiative

The Situation

Organizations often do not know where to start with an ERP project.
They focus on tactically selecting and implementing the technology.
ERP projects are routinely reported as going over budget, over schedule, and they fail to realize any benefits.

Build an ERP Strategy and Roadmap visualization

Align the ERP strategy and roadmap with business priorities, securing buy-in from the business for the program.
Identification of gaps, needs, and opportunities in relation to business processes; ensuring the most critical areas are addressed.
Assess alternatives for the critical path(s) most relevant to your organization’s direction.

Develop a roadmap that promotes structure and accountability by categorizing and prioritizing work initiatives, and by identifying resources, timelines, and investment.

Blueprint Contents

Build an ERP Strategy and Roadmap – Phases 1-4
ERP Strategy Report Template

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.

9.2/10

Overall Impact

$52,994

Average $ Saved

Average Days Saved

Member Testimonials
Client	The Goodyear Tire & Rubber Company
Experience	Guided Implementation
Impact	8/10
$ Saved	N/A
Days Saved	14
Testimonial

Member Testimonials
Client	City Of Brampton
Experience	Guided Implementation
Impact	9/10
$ Saved	$50,000
Days Saved	50
Testimonial	Rodrigo provided alternate options for us to pursue, potentially using Info-Tech rather than going out to another 3rd party which will save time an... Rodrigo provided alternate options for us to pursue, potentially using Info-Tech rather than going out to another 3rd party which will save time and money.

Member Testimonials
Client	Aidacare Pty Ltd
Experience	Guided Implementation
Impact	8/10
$ Saved	$72,000
Days Saved	7
Testimonial	really good intro session but just the begining really good intro session but just the begining

Member Testimonials
Client	Government of the United States Virgin Islands
Experience	Workshop
Impact	10/10
$ Saved	$34,000
Days Saved	35
Testimonial	This was an extremely well facilitated workshop. Everyone who participated was engaged with each other and impressed with the facilitator. This was an extremely well facilitated workshop. Everyone who participated was engaged with each other and impressed with the facilitator.

Member Testimonials
Client	AltaGas Ltd
Experience	Guided Implementation
Impact	10/10
$ Saved	$50,000
Days Saved	120
Testimonial	One of the key reasons for working with Info-Tech is the depth, level of knowledge and experience, and importantly the artifacts and how you bring ... One of the key reasons for working with Info-Tech is the depth, level of knowledge and experience, and importantly the artifacts and how you bring a fully customized actionable strategy to carry forward. You've helped open a lot of eyes as this project had decisions coming from folks who haven't been through ERP implementations.

Member Testimonials
Client	City of Raleigh
Experience	Workshop
Impact	8/10
$ Saved	$68,000
Days Saved	50
Testimonial	Best: moved the ERP implementation forward quickly, getting major stakeholder feedback and basic project timeline. Facilitator provided best practi... Best: moved the ERP implementation forward quickly, getting major stakeholder feedback and basic project timeline. Facilitator provided best practices to get conversation started and saving time during workshop. Worst: struggles with technology, specifically PowerPoint and templates for feedback from stakeholders.

Member Testimonials
Client	Aquent
Experience	Guided Implementation
Impact	10/10
$ Saved	$68,000
Days Saved	50
Testimonial

Member Testimonials
Client	Natco Home Group
Experience	Guided Implementation
Impact	10/10
$ Saved	$13,600
Days Saved	2
Testimonial

Member Testimonials
Client	City Of Fort Collins
Experience	Workshop
Impact	10/10
$ Saved	$34,000
Days Saved	20
Testimonial	Outstanding facilitation by Paul, and Jerry on this historical and essential workshop to shape our next steps, and roadmap for ERP modernization Outstanding facilitation by Paul, and Jerry on this historical and essential workshop to shape our next steps, and roadmap for ERP modernization

Member Testimonials
Client	Ansa McAl
Experience	Guided Implementation
Impact	8/10
$ Saved	$5,440
Days Saved	2
Testimonial	The guidance and research material provided will assist in supporting the efforts. The structured approach to collecting information to discerning... The guidance and research material provided will assist in supporting the efforts. The structured approach to collecting information to discerning the level of maturity is also helpful to guide the next steps in improvements.

Member Testimonials
Client	Make-A-Wish Foundation of America
Experience	Workshop
Impact	8/10
$ Saved	$13,600
Days Saved	20
Testimonial	The dedicated time and the collaborative process will be very important for our go forward planning and success. For a virtual session, I think the... The dedicated time and the collaborative process will be very important for our go forward planning and success. For a virtual session, I think there's an opportunity to leverage the features in Teams to make surveys/polls more interactive for the participants and easier on the facilitator. Overall great experience!

Member Testimonials
Client	Utah Transit Authority
Experience	Guided Implementation
Impact	10/10
$ Saved	$13,600
Days Saved	10
Testimonial

Member Testimonials
Client	Washington Hospital Healthcare System
Experience	Workshop
Impact	10/10
$ Saved	$408K
Days Saved	50
Testimonial	Best: Hearing the functional groups pain points and opportunities and how they align to corporate goals -- I believe it is a start of a cohesive pr... Best: Hearing the functional groups pain points and opportunities and how they align to corporate goals -- I believe it is a start of a cohesive project team. Worst: Spending time on non-healthcare related agenda items.

Member Testimonials
Client	The Corporation of the City of Markham
Experience	Workshop
Impact	10/10
$ Saved	$25,000
Days Saved	14
Testimonial	Claudia facilitated and captured key details our team discussed and brought insights to keep things in perspective. Claudia facilitated and captured key details our team discussed and brought insights to keep things in perspective.

Member Testimonials
Client	Centennial College
Experience	Guided Implementation
Impact	9/10
$ Saved	$25,000
Days Saved	23
Testimonial	Very knowledgeable and powerful templates that can be used Very knowledgeable and powerful templates that can be used

Member Testimonials
Client	Central University of Technology
Experience	Workshop
Impact	9/10
$ Saved	N/A
Days Saved	20
Testimonial

Member Testimonials
Client	MUFG Investor Services
Experience	Workshop
Impact	8/10
$ Saved	$32,499
Days Saved	20
Testimonial

Member Testimonials
Client	ILUKA RESOURCES LIMITED
Experience	Guided Implementation
Impact	8/10
$ Saved	N/A
Days Saved	N/A
Testimonial

Member Testimonials
Client	RCL Group Services (Pty) Ltd
Experience	Guided Implementation
Impact	8/10
$ Saved	$1,500
Days Saved	5
Testimonial	Best: Great experience that could be applied quickly to our unique situation Worst: Knowing that we are rushing through a process and asking you t... Best: Great experience that could be applied quickly to our unique situation Worst: Knowing that we are rushing through a process and asking you to match our pace with little background. You were great and pointed out key elements for us to manage our risk; thank you.

Member Testimonials
Client	GENESIS CANCER CARE UK LIMITED
Experience	Guided Implementation
Impact	9/10
$ Saved	$5,130
Days Saved	2
Testimonial	Acquiring knowledge of ERPs particularly Acquiring knowledge of ERPs particularly

Member Testimonials
Client	Petrojam
Experience	Guided Implementation
Impact	7/10
$ Saved	N/A
Days Saved	5
Testimonial

Member Testimonials
Client	St. Joseph's Health Care London
Experience	Guided Implementation
Impact	10/10
$ Saved	N/A
Days Saved	N/A
Testimonial	Great initial meeting to jump start our work on ERP and help us get unstuck. Looking forward to our future meaningful conversations as our planning... Great initial meeting to jump start our work on ERP and help us get unstuck. Looking forward to our future meaningful conversations as our planning work broadens.

Member Testimonials
Client	Noble Corporation
Experience	Workshop
Impact	9/10
$ Saved	N/A
Days Saved	50
Testimonial	The best part was the collaboration and the "light bulbs" that went off between the department stakeholders involved in the workshop. The worst pa... The best part was the collaboration and the "light bulbs" that went off between the department stakeholders involved in the workshop. The worst part was the miscommunication between the coordinator and me on the actual start time. The financial impact for the last question was marked N/A as the cost savings is not yet known.

Member Testimonials
Client	Adams 12 Five Star Schools
Experience	Workshop
Impact	9/10
$ Saved	N/A
Days Saved	N/A
Testimonial	The workshop was extremely helpful in surfacing up the key elements that we need to think through as a cross functional team in order to ensure tha... The workshop was extremely helpful in surfacing up the key elements that we need to think through as a cross functional team in order to ensure that we are as aligned as possible as we begin the project to replace our ERP. Areez expertly facilitated the conversations each day, and helped to keep us on track. I suspect that everyone involved from our Finance, HR, and IT teams now have much more realistic expectations for what will be involved with the project. The only downside: I didn't advocated to have a our CFO and CHRO involved in all of the discussions. ' Bottom line: the engagement was well worth our time and expense, and I highly recommend it to other orgs.

Member Testimonials
Client	Petrojam
Experience	Guided Implementation
Impact	9/10
$ Saved	$34,250
Days Saved	20
Testimonial

Member Testimonials
Client	Town of Taber
Experience	Guided Implementation
Impact	10/10
$ Saved	N/A
Days Saved	20
Testimonial

Member Testimonials
Client	Earlham College
Experience	Guided Implementation
Impact	8/10
$ Saved	$75,419
Days Saved	5
Testimonial	Expertise and guidance on how to approach an ERP strategy. Expertise and guidance on how to approach an ERP strategy.

Member Testimonials
Client	The Corporation of the City of Port Colborne
Experience	Guided Implementation
Impact	10/10
$ Saved	$10,000
Days Saved	5
Testimonial	Lisa was extremely knowledgeable and resourceful. Lisa provided specific advice that will help us clearly define our roadmap and inform our procure... Lisa was extremely knowledgeable and resourceful. Lisa provided specific advice that will help us clearly define our roadmap and inform our procurement process as we embark on our ERP.

Member Testimonials
Client	Sirius Computer Solutions / a CDW Company
Experience	Guided Implementation
Impact	10/10
$ Saved	$259K
Days Saved	50
Testimonial	In this situation, the estimated dollar savings are soft dollars spread over multiple pre-sales resources in developing cohesive messaging for our ... In this situation, the estimated dollar savings are soft dollars spread over multiple pre-sales resources in developing cohesive messaging for our clients.

Member Testimonials
Client	Goodwill Industries North Florida
Experience	Guided Implementation
Impact	10/10
$ Saved	$30,549
Days Saved	20
Testimonial	Thank you for always proactively sharing content to meet our needs. Thank you for always proactively sharing content to meet our needs.

Member Testimonials
Client	Experience	Impact	$ Saved	Days Saved	Testimonial
The Goodyear Tire & Rubber Company	Guided Implementation	8/10	N/A	14
City Of Brampton	Guided Implementation	9/10	$50,000	50	Rodrigo provided alternate options for us to pursue, potentially using Info-Tech rather than going out to another 3rd party which will save time an... Rodrigo provided alternate options for us to pursue, potentially using Info-Tech rather than going out to another 3rd party which will save time and money.
Aidacare Pty Ltd	Guided Implementation	8/10	$72,000	7	really good intro session but just the begining really good intro session but just the begining
Government of the United States Virgin Islands	Workshop	10/10	$34,000	35	This was an extremely well facilitated workshop. Everyone who participated was engaged with each other and impressed with the facilitator. This was an extremely well facilitated workshop. Everyone who participated was engaged with each other and impressed with the facilitator.
AltaGas Ltd	Guided Implementation	10/10	$50,000	120	One of the key reasons for working with Info-Tech is the depth, level of knowledge and experience, and importantly the artifacts and how you bring ... One of the key reasons for working with Info-Tech is the depth, level of knowledge and experience, and importantly the artifacts and how you bring a fully customized actionable strategy to carry forward. You've helped open a lot of eyes as this project had decisions coming from folks who haven't been through ERP implementations.
City of Raleigh	Workshop	8/10	$68,000	50	Best: moved the ERP implementation forward quickly, getting major stakeholder feedback and basic project timeline. Facilitator provided best practi... Best: moved the ERP implementation forward quickly, getting major stakeholder feedback and basic project timeline. Facilitator provided best practices to get conversation started and saving time during workshop. Worst: struggles with technology, specifically PowerPoint and templates for feedback from stakeholders.
Aquent	Guided Implementation	10/10	$68,000	50
Natco Home Group	Guided Implementation	10/10	$13,600	2
City Of Fort Collins	Workshop	10/10	$34,000	20	Outstanding facilitation by Paul, and Jerry on this historical and essential workshop to shape our next steps, and roadmap for ERP modernization Outstanding facilitation by Paul, and Jerry on this historical and essential workshop to shape our next steps, and roadmap for ERP modernization
Ansa McAl	Guided Implementation	8/10	$5,440	2	The guidance and research material provided will assist in supporting the efforts. The structured approach to collecting information to discerning... The guidance and research material provided will assist in supporting the efforts. The structured approach to collecting information to discerning the level of maturity is also helpful to guide the next steps in improvements.
Make-A-Wish Foundation of America	Workshop	8/10	$13,600	20	The dedicated time and the collaborative process will be very important for our go forward planning and success. For a virtual session, I think the... The dedicated time and the collaborative process will be very important for our go forward planning and success. For a virtual session, I think there's an opportunity to leverage the features in Teams to make surveys/polls more interactive for the participants and easier on the facilitator. Overall great experience!
Utah Transit Authority	Guided Implementation	10/10	$13,600	10
Washington Hospital Healthcare System	Workshop	10/10	$408K	50	Best: Hearing the functional groups pain points and opportunities and how they align to corporate goals -- I believe it is a start of a cohesive pr... Best: Hearing the functional groups pain points and opportunities and how they align to corporate goals -- I believe it is a start of a cohesive project team. Worst: Spending time on non-healthcare related agenda items.
The Corporation of the City of Markham	Workshop	10/10	$25,000	14	Claudia facilitated and captured key details our team discussed and brought insights to keep things in perspective. Claudia facilitated and captured key details our team discussed and brought insights to keep things in perspective.
Centennial College	Guided Implementation	9/10	$25,000	23	Very knowledgeable and powerful templates that can be used Very knowledgeable and powerful templates that can be used
Central University of Technology	Workshop	9/10	N/A	20
MUFG Investor Services	Workshop	8/10	$32,499	20
ILUKA RESOURCES LIMITED	Guided Implementation	8/10	N/A	N/A
RCL Group Services (Pty) Ltd	Guided Implementation	8/10	$1,500	5	Best: Great experience that could be applied quickly to our unique situation Worst: Knowing that we are rushing through a process and asking you t... Best: Great experience that could be applied quickly to our unique situation Worst: Knowing that we are rushing through a process and asking you to match our pace with little background. You were great and pointed out key elements for us to manage our risk; thank you.
GENESIS CANCER CARE UK LIMITED	Guided Implementation	9/10	$5,130	2	Acquiring knowledge of ERPs particularly Acquiring knowledge of ERPs particularly
Petrojam	Guided Implementation	7/10	N/A	5
St. Joseph's Health Care London	Guided Implementation	10/10	N/A	N/A	Great initial meeting to jump start our work on ERP and help us get unstuck. Looking forward to our future meaningful conversations as our planning... Great initial meeting to jump start our work on ERP and help us get unstuck. Looking forward to our future meaningful conversations as our planning work broadens.
Noble Corporation	Workshop	9/10	N/A	50	The best part was the collaboration and the "light bulbs" that went off between the department stakeholders involved in the workshop. The worst pa... The best part was the collaboration and the "light bulbs" that went off between the department stakeholders involved in the workshop. The worst part was the miscommunication between the coordinator and me on the actual start time. The financial impact for the last question was marked N/A as the cost savings is not yet known.
Adams 12 Five Star Schools	Workshop	9/10	N/A	N/A	The workshop was extremely helpful in surfacing up the key elements that we need to think through as a cross functional team in order to ensure tha... The workshop was extremely helpful in surfacing up the key elements that we need to think through as a cross functional team in order to ensure that we are as aligned as possible as we begin the project to replace our ERP. Areez expertly facilitated the conversations each day, and helped to keep us on track. I suspect that everyone involved from our Finance, HR, and IT teams now have much more realistic expectations for what will be involved with the project. The only downside: I didn't advocated to have a our CFO and CHRO involved in all of the discussions. ' Bottom line: the engagement was well worth our time and expense, and I highly recommend it to other orgs.
Petrojam	Guided Implementation	9/10	$34,250	20
Town of Taber	Guided Implementation	10/10	N/A	20
Earlham College	Guided Implementation	8/10	$75,419	5	Expertise and guidance on how to approach an ERP strategy. Expertise and guidance on how to approach an ERP strategy.
The Corporation of the City of Port Colborne	Guided Implementation	10/10	$10,000	5	Lisa was extremely knowledgeable and resourceful. Lisa provided specific advice that will help us clearly define our roadmap and inform our procure... Lisa was extremely knowledgeable and resourceful. Lisa provided specific advice that will help us clearly define our roadmap and inform our procurement process as we embark on our ERP.
Sirius Computer Solutions / a CDW Company	Guided Implementation	10/10	$259K	50	In this situation, the estimated dollar savings are soft dollars spread over multiple pre-sales resources in developing cohesive messaging for our ... In this situation, the estimated dollar savings are soft dollars spread over multiple pre-sales resources in developing cohesive messaging for our clients.
Goodwill Industries North Florida	Guided Implementation	10/10	$30,549	20	Thank you for always proactively sharing content to meet our needs. Thank you for always proactively sharing content to meet our needs.

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About Info-Tech Research Group

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.

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