- Organizations often do not know where to start with an ERP project.
- They focus on tactically selecting and implementing the technology.
- ERP projects are routinely reported as going over budget, over schedule, and they fail to realize any benefits.
Our Advice
Critical Insight
- An ERP strategy is an ongoing communication tool for the business.
- Accountability for ERP success is shared between IT and the business.
- An actionable roadmap provides a clear path to benefits realization.
Impact and Result
- Align the ERP strategy and roadmap with business priorities, securing buy-in from the business for the program.
- Identification of gaps, needs, and opportunities in relation to business processes; ensuring the most critical areas are addressed.
- Assess alternatives for the critical path(s) most relevant to your organization’s direction.
Member Testimonials
After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.
9.2/10
Overall Impact
$54,239
Average $ Saved
23
Average Days Saved
Client
Experience
Impact
$ Saved
Days Saved
Government of the United States Virgin Islands
Workshop
10/10
$34,250
35
This was an extremely well facilitated workshop. Everyone who participated was engaged with each other and impressed with the facilitator.
AltaGas Ltd
Guided Implementation
10/10
$50,000
120
One of the key reasons for working with Info-Tech is the depth, level of knowledge and experience, and importantly the artifacts and how you bring ... Read More
City of Raleigh
Workshop
8/10
$68,500
50
Best: moved the ERP implementation forward quickly, getting major stakeholder feedback and basic project timeline. Facilitator provided best practi... Read More
Aquent
Guided Implementation
10/10
$68,500
50
Natco Home Group
Guided Implementation
10/10
$13,700
2
City Of Fort Collins
Workshop
10/10
$34,250
20
Outstanding facilitation by Paul, and Jerry on this historical and essential workshop to shape our next steps, and roadmap for ERP modernization
Ansa McAl
Guided Implementation
8/10
$5,480
2
The guidance and research material provided will assist in supporting the efforts. The structured approach to collecting information to discerning... Read More
Make-A-Wish Foundation of America
Workshop
8/10
$13,700
20
The dedicated time and the collaborative process will be very important for our go forward planning and success. For a virtual session, I think the... Read More
Utah Transit Authority
Guided Implementation
10/10
$13,700
10
Washington Hospital Healthcare System
Workshop
10/10
$411K
50
Best: Hearing the functional groups pain points and opportunities and how they align to corporate goals -- I believe it is a start of a cohesive pr... Read More
The Corporation of the City of Markham
Workshop
10/10
$25,000
14
Claudia facilitated and captured key details our team discussed and brought insights to keep things in perspective.
Centennial College
Guided Implementation
9/10
$25,000
23
Very knowledgeable and powerful templates that can be used
Central University of Technology
Workshop
9/10
N/A
20
MUFG Investor Services
Workshop
8/10
$32,499
20
ILUKA RESOURCES LIMITED
Guided Implementation
8/10
N/A
N/A
RCL Group Services (Pty) Ltd
Guided Implementation
8/10
$1,500
5
Best: Great experience that could be applied quickly to our unique situation Worst: Knowing that we are rushing through a process and asking you t... Read More
GENESIS CANCER CARE UK LIMITED
Guided Implementation
9/10
$5,130
2
Acquiring knowledge of ERPs particularly
Petrojam
Guided Implementation
7/10
N/A
5
St. Joseph's Health Care London
Guided Implementation
10/10
N/A
N/A
Great initial meeting to jump start our work on ERP and help us get unstuck. Looking forward to our future meaningful conversations as our planning... Read More
Noble Corporation
Workshop
9/10
N/A
50
The best part was the collaboration and the "light bulbs" that went off between the department stakeholders involved in the workshop. The worst pa... Read More
Adams 12 Five Star Schools
Workshop
9/10
N/A
N/A
The workshop was extremely helpful in surfacing up the key elements that we need to think through as a cross functional team in order to ensure tha... Read More
Petrojam
Guided Implementation
9/10
$34,250
20
Town of Taber
Guided Implementation
10/10
N/A
20
Earlham College
Guided Implementation
8/10
$75,419
5
Expertise and guidance on how to approach an ERP strategy.
The Corporation of the City of Port Colborne
Guided Implementation
10/10
$10,000
5
Lisa was extremely knowledgeable and resourceful. Lisa provided specific advice that will help us clearly define our roadmap and inform our procure... Read More
Sirius Computer Solutions / a CDW Company
Guided Implementation
10/10
$259K
50
In this situation, the estimated dollar savings are soft dollars spread over multiple pre-sales resources in developing cohesive messaging for our ... Read More
Goodwill Industries North Florida
Guided Implementation
10/10
$30,549
20
Thank you for always proactively sharing content to meet our needs.
Aipso
Guided Implementation
8/10
$13,700
9
The templates and guidance have been very helpful in determining a path for choosing a new ERP.
Veramed Limited
Guided Implementation
10/10
$16,400
10
Iroquois Gas
Workshop
8/10
$32,499
10
Areez did a great job facilitating the ERP workshop. It was an eye-opening experience for several members of the Iroquois team.
Workshop: Build an ERP Strategy and Roadmap
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 delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.
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
Introduction to ERP
Background
Expectations and goals
Align business strategy
ERP vision and guiding principles
ERP strategy model
- ERP strategy model
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
Build application portfolio
- Application portfolio
Map the level 1 ERP processes including identifying stakeholders, pain points, and key success indicators
- Mega-processes with level 1 process lists
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
ERP process prioritization
- Prioritized ERP operating model
Stakeholder mapping
- Stakeholder map.
Competing priorities review
- Competing priorities list.
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
Discuss future state options
- Future state options
Build initial roadmap
- Initiative roadmap
Review of final deliverable
- Draft final deliverable