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Build an ERP Selection & Implementation Strategy
Info-Tech Research Group, Jan 2011
The real cost of ERP failure is your career.
Your Challenge
- IT leaders and senior executives often have tremendous fear of ERP. There’s a good reason.
- ERP selection is a laborious process with many different stage gates.
- Different enterprises need to put particular focus on different aspects of the selection process depending on industry, business case, and the selected solution provider.
Our Advice
Critical Insight
Following a process for ERP selection is important but not sufficient. IT leaders must focus specifically on the key challenges that they can expect to face and develop a strategy for overcoming them. Each individual enterprise has unique challenges. But they will certainly include:
- Preparing end users for change.
- Transitioning the project to operation.
- Documenting business processes.
- Effectively engaging sponsors.
- Managing implementation partners.
Impact and Result
- Prepare for the ERP selection and implementation cycle by using Info-Tech’s step-by-step methodology including tools, templates, and other resources.
- Anticipate the key challenges the project will face based on factors such as the size of the enterprise, industry, and ERP experience.
- Formulate strategies to mitigate the impact of these key challenges and to monitor them throughout the project.
Get to Action
1. Formulate a strategy
Anticipate key challenges in ERP selection and implementation.
- Storyboard: Build an ERP Selection & Implementation Strategy (powerpoint)
2. Create a project plan
Ensure successful project completion.
- ERP Project Completion Checklist (word)
3. Initiate the project
Get relevant business units involved.
- ERP Business Case Template (word)
4. Engage business unit managers
Elicit detailed requirements.
- ERP Requirements Template for Business Unit Managers (word)
5. Keep SMEs engaged
Validate requirements.
- ERP Task Work Log for Subject Matter Experts (word)
6. Assess ERP readiness
Ensure that the enterprise can support ERP.
- ERP Readiness Assessment (excel)
7. Collect relevant information
Facilitate RFP and vendor demo script preparation.
- ERP Solution Specification Template (word)
8. Talk to ERP solution providers
Avoid early project delays.
- ERP Vendor Selection: Standard Letters (word)
9. Track tasks
Ensure timely project completion.
- ERP Project Planning & Tracking Tool (excel)
10. Transition smoothly to operation
Avoid the most common project challenges.
- ERP Site Expansion Checklist (word)
11. Create documentation
Ensure IT support.
- ERP Runbook Template (word)
12. Get the right ERP project sponsor
Get the project done.
- ERP Project Sponsor (word)
*This is a report bundle with numerous titles
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