Selection: complete an assessment of needs. Identify which deficiencies are key to resolving a new ERP and identify potential savings that can offset the cost of the investment.

Selection: prepare data and information workflow. Describe in detail the desired operation of the new ERP.

Selection: complete and publish RFP (request for proposal). Incorporate needs assessment and workflow analysis into a document that clearly describes what each supplier must propose.

Selection: lead supplier evaluation presentations. Interview suppliers, coordinate demos, and prepare a decision-making matrix.

Selection: support the selection of the new ERP with complimentary analysis of the potential interaction with other support and legacy systems, current vs. future organizational structure and roles, hardware requirements, among other additional criteria.

Implementation: The project is split in analysis, design, pilot and go-live phases.

Implementation: during the analysis phase, the test environments are configured and verified for functionality and setups. During this phase, the details of the RFP and workflows are matched to the alternatives of configuration, to ensure that project goals will be achieved.

Implementation: in the design phase, data is introduced to the test environment and the configuration is completed. During this phase we build test scripts, design new organizational roles, complete workload analysis, and train users.

Implementation: at pilot, we use the test scripts to ensure users will know how to use the system in all possible scenarios. We configure and use dashboards and BI (Business Intelligence) modules to test the outcome and give a go-ahead for go-live.

Implementation: as go-live occurs, we complete product documentation and training, perform a quality review, and coordinate hand-inhand implementation.

Selection: a needs-based RFP rationalizes investment by focusing investment on enhancements that solve existing and future problems, minimizing investment in software that does not fully exploit its potential. Lead supplier evaluation presentations, interview suppliers, coordinate demos, and prepare a decision-making matrix.

Selection: the documentation developed during the selection phase eases the transition to implementation.

Selection: the selected vendor produces a much more detailed proposal. Interaction with vendors during the selection phase reduces the risk of selecting the wrong system.

Implementation: our methodology shortens the analysis and design phases, often decreasing the investment in third parties by up to 30%.

Implementation: we produce documentation that allows for easy implementation, with customized notes and instructions to help the user continue to serve their customers with the new system rather than without it.

Implementation: shoulder-to-shoulder implementation helps users at all levels to adopt the new system, decreasing stress on the organization, and minimizing the risk of operational disruptions.