Build an ERP Strategy and Roadmap for Local Government

Align business and IT to successfully deliver on your ERP initiative.

Onsite Workshop

Not creating and implementing an ERP strategy and roadmap can lead to:

  • Misalignment of business priorities and ERP initiatives.
  • Overspending and underutilization with respect to the ERP environment.
  • Poor communication and stakeholder involvement.

Upfront strategic planning leads to: 

  • An ERP roadmap that connects business targets to actionable initiatives.
  • Prioritization of initiatives that align with business goals.
  • Clear communication of the ERP portfolio.

Module 1: Introduction to ERP

The Purpose

To build understanding and alignment between business and IT on what an ERP is and the goals for the project.

Key Benefits Achieved

  • Clear understanding of how the ERP supports the organizational goals.
  • What business processes the ERP will be supporting.
  • An initial understanding of the effort involved.

Activities: Outputs:
1.1 Introduction to ERP
1.2 Background.
1.3 Expectations and Goals.
1.4 Align Business Strategy.
1.5 ERP Vision and Guiding Principles.
1.6 ERP Strategy Model.
  • ERP Strategy Model
1.7 ERP Operating Model.
  • ERP Operating Model

Module 2: Build the ERP Operational Model

The Purpose

Generate an understanding of the business processes, challenges, and application portfolio currently supporting the organization.

Key Benefits Achieved

  • An understanding of the application portfolio supporting the business.
  • Detailed understanding of the business operating processes and pain points.

Activities: Outputs:
2.1 Build Application Portfolio.
  • Application Portfolio
2.2 Map the level 1 ERP Processes Including Identifying Stakeholders, Pain Points, and Key Success Indicators.
  • Mega-processes with level 1 process lists
2.3 Discuss Process and Technology Maturity for Each Level 1 Process.

Module 3: Project Set-Up

The Purpose

A project of this size has multiple stakeholders and may have competing priorities. This section maps those stakeholders and identifies their possible conflicting priorities.

Key Benefits Achieved

  • A prioritized list of ERP mega-processes based on process rigor and strategic importance.
  • An understanding of stakeholders and competing priorities.
  • Initial compilation of the risks the organization will face with the project to begin early mitigation.

Activities: Outputs:
3.1 ERP Process Prioritization.
  • Prioritized ERP operating model
3.2 Stakeholder Mapping.
  • Stakeholder map
3.3 Competing Priorities Review.
  • Competing priorities list
3.4 Initial Risk Register Compilation.
  • Initial risk register
3.5 Workshop Retrosepective

Module 4: Roadmap and Presentation Review

The Purpose

Select a future state and build the initial roadmap to set expectations and accountabilities.

Key Benefits Achieved

  • Identification of the future state.
  • Initial roadmap with expectations on accountability and timelines.

Activities: Outputs:
4.1 Discuss Future State Options.
  • Future state options
4.2 Build Initial Roadmap.
  • Initiative roadmap
4.3 Review of Final Deliverable.
  • Draft final deliverable

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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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