Establish a Concrete ERP Foundation
Getting your ERP project off the ground starts with a stakeholder-aligned blueprint.
RETIRED CONTENT
Please note that the content on this page is retired. This content is not maintained and may contain information or links that are out of date.Without a proper foundation for ERP, you can experience:
- Deferred benefits realization.
- Decreased project momentum or lack of commitment.
- Measuring the wrong success metrics.
- Resistance to change management.
- Higher costs of implementation.
- Misaligned ERP strategy.
- Low end-user adoption.
- ERP project delays.
- End-user dissatisfaction with performance, functionality, and integration.
- Scope creep, increased risk of customization, and poorly defined processes.
- Decreased productivity.
A concrete ERP foundation helps to:
- Align the ERP strategy with organizational goals.
- Increase engagement and project buy-in.
- Increase benefits realization.
- Develop a clear operating/business model to guide the strategy and decision-making process.
- Create clear and measurable success metrics.
- Prioritize business functions and identify certain risks upfront.
- Minimize the extent of surprise to the various ERP stakeholders with final output of the ERP project.
- Improve the quality of the ERP solution and experience.
- Measure current, ongoing success of ERP.
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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.
Module 1: Create a Vision for ERP
The Purpose
- Understand the importance of establishing an ERP foundation before proceeding with ERP selection and implementation.
- Learn why a large percentage of ERP projects fail and how to avoid common mistakes.
- Set expectations for the ERP foundation and understand Info-Tech’s ERP methodology.
- Complete a project charter to gain buy-in, build a project team, and track project success.
Key Benefits Achieved
- A go/no-go decision on the project appropriateness.
- Project stakeholders identified.
- Project team created with defined roles and responsibilities.
- Finalized project charter to gain buy-in.
| Activities: | Outputs: | |
|---|---|---|
| 1.1 | Define roles and responsibilities. |
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| 1.2 | Create a RACI chart. |
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| 1.3 | Set boundaries and scope the project. |
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Module 2: Model Future State
The Purpose
- Identify ERP drivers and objectives.
- Understand ERP challenges and pain points.
- Discover the ERP benefits and opportunities.
- Align the ERP strategy with the corporate strategy.
- Map the current state of applications and the processes they support.
- Understand the processes the future ERP solution will support.
- Group core operational processes into larger mega-processes.
Key Benefits Achieved
- A firm understanding of the current ERP environment.
- Strategic alignment between IT and the business.
- Identify future state and ERP expectations for supporting processes.
- Knowledge on current mega-processes and how to move forward with monitoring and improving processes.
| Activities: | Outputs: | |
|---|---|---|
| 2.1 | Identify ERP drivers, objectives, challenges, benefits, and opportunities. |
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| 2.2 | Map current state of applications and processes. |
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| 2.3 | Map future state. |
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| 2.4 | Define mega-processes in the scope of ERP. |
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| 2.5 | Assign process owners to mega-processes. |
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| 2.6 | Determine guiding principles for each mega-process. |
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| 2.7 | Identify key success factors for each mega-process. |
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| 2.8 | Create a stakeholder map for each mega-process. |
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Module 3: Implement and Finalize Deliverable
The Purpose
- Brainstorm and prioritize short- and long-term ERP tasks.
Key Benefits Achieved
- Understand next steps for the ERP project.
| Activities: | Outputs: | |
|---|---|---|
| 3.1 | Create a high-level implementation plan. |
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| 3.2 | Create a communication plan to convey information. |
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| 3.3 | Establish ERP metrics. |
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| 3.4 | Build final deliverable. |
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| 3.5 | Conduct a stakeholder presentation for the final deliverable. |
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