Select and Implement an ERP Solution
Selecting a best-fit solution requires balancing needs, cost, and vendor capability.
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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.
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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: 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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