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.

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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 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
  • 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.

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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