Optimize Business Processes to Limit ERP Customization

Identify the best targets for process optimization and focus on configuration. Just say “no” to everything else.

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Suboptimal ERP systems will continue to:

  • Erode the project returns the ERP system was supposed to deliver
  • Cause end users further frustration, translating into increased help desk tickets
  • Prevent your organization from embracing a culture of change

A properly optimized ERP will:

  • Increase process efficiencies that will lead to an improvement of key process performance indicators
  • Drive down feature requests and help desk tickets as IT will see dramatic improvement in end-user satisfaction
  • Prepare your organization to adopt established management frameworks like, lean management, Six Sigma, or COBIT5.

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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: Get Prepared for ERP Optimization

The Purpose

  • Define your ERP process optimization SOP
  • Identify business processes that are key for your organization’s success
  • Assess business processes by cost, satisfaction, and opportinuity for improvement
  • Prioritize business processes to obtain optimization focus

Key Benefits Achieved

  • Complete assessment of all business processes in your organization with cost, satisfaction, and opportunity metrics captured and collected
  • Prioritized list of business processes that are key to your organization’s success
  • Root cause analysis performed to help identify which future course should be taken to fix the suboptimal business processes

Activities: Outputs:
1.1 Right-size the ERP process optimization SOP
  • Developed ERP process optimization SOP
1.2 Identify enterprise priorities
  • Identified which business processes are the most important to your organization’s strategy
1.3 Provide relevance rankings
  • Gathered primary data relating to the satisfaction, cost, and opportunity of different business processes
1.4 Assess satisfaction, cost, and opportunity
  • Performed root cause analysis to determine the future course of intervention
1.5 Generate process optimization plot
  • Generated process optimization plot to identify which business processes should be prioritized
1.6 Determine course of intervention
1.7 Estimate cost and risks of intervention
  • Generated data for the business cost, taking into account costs and risks of intervention

Module 2: Develop ERP Optimization Schedule of Activities

The Purpose

  • Build discovery workshop activities that will deliver ERP value
  • Develop project proposal to guide further optimization efforts
  • Understand the components of change that exist when optimizing business processes
  • Identify best practices for the documentation, training, and monitoring of optimized business processes

Key Benefits Achieved

  • Thorough understanding of the seven different workshop activities that will drive the ERP optimization effort
  • Developed project proposals that can be used to launch further optimization projects
  • Comprehensive launch plan developed by embracing training, documentation, and monitoring best practices

Activities: Outputs:
2.1 Build an engaging workshop facilitation guide
  • Fully developed facilitation PowerPoint deck
2.2 Establish process ownership
  • Assigned process owners to each relevant business process
2.3 Build process operator workshop teams
  • Developed list of workshop partcipants for discovery workshops
2.4 Overview of all workshop activities
  • Reviewed all workshop activities
2.5 Build project proposals
  • Finalized project proposals
2.6 Prepare for launch of the optimized processes
  • Thorough understanding of the change management issues associated with ERP optimization
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