Select and Implement an ERP Solution
Selecting a best-fit solution requires balancing needs, cost, and vendor capability.
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 This content is not maintained and may contain information or links that are out of date.Implementing an ERP solution without a plan leads to:
- Massive budget and time overruns.
- Marginal benefits realization.
- Poor adoption and high operational costs.
Planning your ERP solution implementation upfront leads to:
- Traceability of decision making.
- Ability to effectively forecast resource requirements.
- High adoption rates and low maintenance costs.
Book Your Workshop
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: Workshop Preparation
The Purpose
The facilitator will work with the team to verify organizational readiness for the ERP project and form the ERP project team.
Key Benefits Achieved
- Level-set on organizational readiness for ERP.
- Organizational project alignment.
| Activities: | Outputs: | |
|---|---|---|
| 1.1 | Introduce the workshop and complete an overview of activities. |
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| 1.2 | Complete organizational context assessment to level-set understanding. |
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| 1.3 | Complete ERP organizational readiness assessment. |
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| 1.4 | Form ERP project team. |
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Module 2: Scope ERP Selection Roadmap
The Purpose
- Determine what the business needs to get out of the ERP solution.
- Build the selection roadmap and project plan.
Key Benefits Achieved
- Comprehensive ERP selection roadmap.
- Business and ERP solution alignment.
| Activities: | Outputs: | |
|---|---|---|
| 2.1 | Scope the ERP selection project. |
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| 2.2 | Refine the ERP roadmap with selection work initiatives. |
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| 2.3 | Determine selection project resourcing. |
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| 2.4 | Begin high-level requirements gathering. |
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Module 3: Gather ERP Requirements
The Purpose
Gather functional and non-functional requirements for the ERP solution.
Key Benefits Achieved
- Business requirements document.
- Business and ERP solution alignment.
| Activities: | Outputs: | |
|---|---|---|
| 3.1 | ERP requirements gathering. |
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| 3.2 | Identify non-functional requirements for ERP. |
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| 3.3 | Document requirements in requirements package. |
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| 3.4 | Review RFP considerations. |
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Module 4: Analyze Vendor Profiles
The Purpose
Disambiguate the complex ERP market to short-list ERP vendors for your organization and business needs.
Key Benefits Achieved
Narrow your options for ERP selection to best-fit vendors.
| Activities: | Outputs: | |
|---|---|---|
| 4.1 | Perform a use-case scenario assessment and identify use-case alignment. |
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| 4.2 | Review ERP vendor landscape analysis. |
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| 4.3 | Short-list vendors for RFP consideration. |
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| 4.4 | Investigate additional vendors for exploration in the marketplace. |
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Module 5: Workshop Debrief
The Purpose
Prepare the project team for next steps.
Key Benefits Achieved
Next steps determined.
| Activities: | Outputs: | |
|---|---|---|
| 5.1 | Meet with project manager to discuss results and action items. |
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| 5.2 | Support project team in outlining RFP contents and evaluation framework. |
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| 5.3 | Plan demo script scenarios. |
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