ERP Strategy Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical ERP Strategy Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any ERP Strategy related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated ERP Strategy specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the ERP Strategy Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which ERP Strategy improvements can be made.

Examples; 10 of the 993 standard requirements:


1. What are the skill requirements for people taking measurements of levels and wall verticality as part of the information gathering toward determining a repair strategy?
   
   

2. Will the enterprise play an active role to identify, select, and negotiate with the consultant or consulting organization that will deliver the technical assistance?
   
   

3. What kinds of training, manuals, guidance, or communication are needed for employees in specific job types to support the effective implementation of strategies?
   
   

4. Will your manufacturing organization charge headlong toward efficiency, innovation or customer intimacy with the strategic implementation of key technologies?
   
   

5. What interoperability standards are used to ensure the strategies will be able to validate results and share data across appropriate systems?
   
   

6. Are you using a proper risk rating system with partners to determine funding limits, flexibility, and levels of required oversight?
   
   

7. Is your it staff spending all of its time just keeping the lights on, rather than contributing at a more strategic level?
   
   

8. Does the partners in the vendor ecosystem provide improvements in conjunction with changing organizational requirements?
   
   

9. Will a cloud based ERP system be able to integrate with the other line of business applications that you use?
   
   

10. How difficult is it for you to pull a report analyzing the current profit margins on your existing inventory?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the ERP Strategy book in PDF containing 993 requirements, which criteria correspond to the criteria in...


Your ERP Strategy self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the ERP Strategy Self-Assessment and Scorecard you will develop a clear picture of which ERP Strategy areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough ERP Strategy Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage ERP Strategy projects with the 62 implementation resources:


• 62 step-by-step ERP Strategy Project Management Form Templates covering over 1500 ERP Strategy project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Risk Audit: Are all programs planned and conducted according to recognized safety standards?
   
   

2. Team Performance Assessment: To what degree does the team possess adequate membership to achieve its ends?
   
   

3. Lessons Learned: What was the single greatest success and the single greatest shortcoming or challenge from the ERP Strategy projects perspective?
   
   

4. Quality Metrics: Who notifies stakeholders of normal and abnormal results?
   
   

5. Probability and Impact Matrix: What are the risks involved in appointing external agencies to manage the ERP Strategy project?
   
   

6. Scope Management Plan: Do ERP Strategy project teams & team members report on status / activities / progress?
   
   

7. WBS Dictionary: Are the bases and rates for allocating costs from each indirect pool to commercial work consistent with the already stated used to allocate corresponding costs to Government contracts?
   
   

8. Lessons Learned: What worked well or did not work well, either for this ERP Strategy project or for the ERP Strategy project team?
   
   

9. Activity Attributes: How many resources do you need to complete the work scope within a limit of X number of days?
   
   

10. Probability and Impact Assessment: Do you use diagramming techniques to show cause and effect?


 
Step-by-step and complete ERP Strategy Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 ERP Strategy project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 ERP Strategy project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 ERP Strategy project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 ERP Strategy project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 ERP Strategy project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 ERP Strategy project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any ERP Strategy project with this in-depth ERP Strategy Toolkit.

In using the Toolkit you will be better able to:


• Diagnose ERP Strategy projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in ERP Strategy and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make ERP Strategy investments work better.

This ERP Strategy All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.