Build an ERP Strategy and Roadmap
Align business and IT to successfully deliver on your ERP initiative
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Disregarding an ERP strategy and roadmap can lead to:
- Misalignment of business priorities and ERP initiatives.
- Overspend 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.
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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.
Book NowModule 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 |
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| 1.2 | Background |
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| 1.3 | Expectations and goals |
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| 1.4 | Align business strategy |
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| 1.5 | ERP vision and guiding principles |
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| 1.6 | ERP strategy model |
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| 1.7 | ERP operating model |
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Module 2: Build the ERP operation 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 |
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| 2.2 | Map the level 1 ERP processes including identifying stakeholders, pain points, and key success indicators |
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| 2.3 | Discuss process and technology maturity for each level 1 process |
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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 |
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| 3.2 | Stakeholder mapping |
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| 3.3 | Competing priorities review |
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| 3.4 | Initial risk register compilation |
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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 |
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| 4.2 | Build initial roadmap |
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| 4.3 | Review of final deliverable |
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