ERP Toolkit

CNY1,940.22
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Save time, empower your teams and effectively upgrade your processes with access to this practical ERP Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any ERP 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 specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the ERP 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 989 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 improvements can be made.

Examples; 10 of the 989 standard requirements:

  1. Do you use the legacy ERP system for all the information necessary to make day to day and month to month decisions how to run the business both tactically and strategically?

  2. Is it a coincidence that other organizations in mature industries are more likely to focus on customer relationship management and enterprise resource planning applications?

  3. Are you primarily a single-vendor shop (having organized around a primary cloud platform, ERP or database) and can cost-effectively benefit from bolt-on integration tools?

  4. Do you believe that in the case of AI organization will use an existing business model with an aim to reinforce its core competence and reinforce current market position?

  5. Does the implementation have fast enough data connections and connection redundancy, so the system is accessible at all times both for employees and integrated systems?

  6. What regulations, best practices, and/or performance measures have been introduced in your organization to promote effective ERP usage and realization of ERP benefits?

  7. Are erp systems offer internal auditing tools for more timely and ongoing assurance that internal control system would work effectively and risk is properly mitigated?

  8. What business intelligence platform is in place, and what standard reports and dashboards are available to the users that utilize data from the primary erp system?

  9. Are most companies that are successful in improving ability to see flow centric information getting that visibility with bolt-on solutions to ERP and MES systems?

  10. How can the internal auditors benefit from implementing the ERP systems to enhance role in internal control, risk management and corporate governance process?


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 book in PDF containing 989 requirements, which criteria correspond to the criteria in...

Your ERP 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 Self-Assessment and Scorecard you will develop a clear picture of which ERP 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 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 projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  2. Requirements Management Plan: Which hardware or software, related to, or as outcome of the ERP project is new to your organization?

  3. Variance Analysis: Are indirect costs accumulated for comparison with the corresponding budgets?

  4. Risk Management Plan: Is there additional information that would make you more confident about your analysis?

  5. Quality Audit: Have the risks associated with the intentions been identified, analyzed and appropriate responses developed?

  6. Source Selection Criteria: What is the last item a ERP project manager must do to finalize ERP project close-out?

  7. Change Management Plan: How do you know the requirements you documented are the right ones?

  8. Human Resource Management Plan: Have all team members been part of identifying risks?

  9. Team Performance Assessment: If you have criticized someones work for method variance in your role as reviewer, what was the circumstance?

  10. Stakeholder Management Plan: Which of the records created within the ERP project, if any, does the Business Owner require access to?

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

1.0 Initiating Process Group:

  • 1.1 ERP project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 ERP 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 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 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 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 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 project with this in-depth ERP Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose ERP 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 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 investments work better.

This ERP 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.