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Build an ERP Strategy and Roadmap

Align business and IT to successfully deliver on your ERP initiative

  • 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.
Develop a roadmap that promotes structure and accountability by categorizing and prioritizing work initiatives, and by identifying resources, timelines, and investment.

Build an ERP Strategy and Roadmap Research & Tools

1. Build an ERP Strategy and Roadmap – A comprehensive guide to align business and IT on what the organization needs from their ERP.

A business-led, top-management-supported initiative partnered with IT has the greatest chance of success.

This blueprint provides business and IT the methodology for getting the right level of detail for the business processes that the ERP supports thus avoiding getting lost in the details.

Build a successful ERP Strategy and roadmap by:

  • Aligning and prioritizing key business and technology drivers.
  • Clearly defining what is in and out of scope for the project.
  • Getting a clear picture of how the business process and underlying applications support the business strategic priorities.
  • Pulling it all together into an actionable roadmap.

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

1.1

Introduction to ERP

1.2

Background

1.3

Expectations and goals

1.4

Align business strategy

1.5

ERP vision and guiding principles

1.6

ERP strategy model

  • ERP strategy model
1.7

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

2.1

Build application portfolio

  • Application portfolio
2.2

Map the level 1 ERP processes including identifying stakeholders, pain points, and key success indicators

  • Mega-processes with level 1 process lists
2.3

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

3.1

ERP process prioritization

  • Prioritized ERP operating model
3.2

Stakeholder mapping

  • Stakeholder map.
3.3

Competing priorities review

  • Competing priorities list.
3.4

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

4.1

Discuss future state options

  • Future state options
4.2

Build initial roadmap

  • Initiative roadmap
4.3

Review of final deliverable

  • Draft final deliverable

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About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

MEMBER RATING

9.2/10
Overall Impact

$54,239
Average $ Saved

23
Average Days Saved

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.

Read what our members are saying

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Need Extra Help?
Speak With An Analyst

Get the help you need in this 4-phase advisory process. You'll receive 8 touchpoints with our researchers, all included in your membership.

Guided Implementation 1: Build alignment and scope
  • Call 1: Scoping call to understand the current situation.
  • Call 2: Establish business & IT alignment and project scope.

Guided Implementation 2: Define your ERP
  • Call 1: Discuss the ERP Strategy business model and mega-processes.
  • Call 2: Begin the drill down on the level 1 processes.

Guided Implementation 3: Plan your project
  • Call 1: Establish the stakeholder map and project risks.
  • Call 2: Discuss project setup including stakeholder commitment and accountability.

Guided Implementation 4: Next steps
  • Call 1: Discuss resolution paths and build initial roadmap.
  • Call 2: Summarize results and plan next steps.

Author

Robert Fayle

Contributors

  • Brian Kudeba, Director, Administrative Services, Fidelis Care
  • David Lawrence, Director, ERP, Allegheny Technologies Inc.
  • Ken Zima, CIO, Aquarion Water Company
  • Pooja Bagga, Head of ERP Strategy & Change, Transport for London
  • Rob Schneider, Project Director, ERP, Strathcona County
  • Tarek Raafat, Manager, Application Solutions, IDRC
  • Two anonymous contributors
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