Enterprise Resource Planning Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Enterprise Resource Planning 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 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Enterprise Resource Planning improvements can be made.

Examples; 10 of the 997 standard requirements:


1. Can an ERP system provide support for energy management and sustainability initiatives, including energy consumption tracking, carbon footprint analysis, and sustainability reporting, and if so, how does it enable organizations to reduce their environmental impact?
   
   

2. How does an ERP system enable organizations to track and manage facilities-related expenses, including utility bills, maintenance costs, and capital expenditures, and what kind of insights and analysis does it provide to support more effective cost management?
   
   

3. What kind of reporting and analytics does an ERP system offer to support facilities management decision-making, including dashboards, KPIs, and benchmarking data, and how does it enable organizations to track and measure progress against strategic objectives?
   
   

4. What are the key reporting and compliance requirements for ERP systems in the financial services industry, particularly in regions with strict regulations such as the European Union's General Data Protection Regulation (GDPR) and the US's Dodd-Frank Act?
   
   

5. How does an ERP system enable organizations to manage and track facilities-related data, such as square footage, occupancy rates, and energy consumption, and what kind of insights and analysis does it provide to support more informed decision-making?
   
   

6. What are the compliance requirements for ERP systems in the healthcare industry, specifically with regards to the Health Insurance Portability and Accountability Act (HIPAA) in the US and the General Data Protection Regulation (GDPR) in the EU?
   
   

7. Can an ERP system provide real-time visibility into facilities management operations, including performance metrics, KPIs, and benchmarking data, and how does it enable organizations to track and measure progress against strategic objectives?
   
   

8. What kind of support does an ERP system offer for real estate development and construction projects, including project management, budgeting, and forecasting, and how does it enable organizations to manage these projects more effectively?
   
   

9. How does an ERP system enable organizations to manage and track facilities-related documents, including contracts, leases, and certificates of insurance, and what kind of tools and features does it provide to support document management?
   
   

10. Can an ERP system provide support for property taxation, including tax bill management, exemption tracking, and appeal management, and if so, how does it enable organizations to manage their property tax obligations more effectively?
    
    


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 Enterprise Resource Planning book in PDF containing 997 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Cost Management Plan: Forecasts – how will the cost to complete the Enterprise Resource Planning project be forecast?
   
   

2. Probability and Impact Matrix: Can the risk be avoided by choosing a different alternative?
   
   

3. Stakeholder Analysis Matrix: Who has not been involved up to now and should have been?
   
   

4. Project Management Plan: Is the appropriate plan selected based on your organizations objectives and evaluation criteria expressed in Principles and Guidelines policies?
   
   

5. Schedule Management Plan: Has process improvement efforts been completed before requirements efforts begin?
   
   

6. Team Operating Agreement: How do you want to be thought of and known within your organization?
   
   

7. Lessons Learned: How timely were Progress Reports provided to the Enterprise Resource Planning project Manager by Team Members?
   
   

8. Team Operating Agreement: Do you post meeting notes and the recording (if used) and notify participants?
   
   

9. Activity Duration Estimates: Enterprise Resource Planning project manager is using weighted average duration estimates to perform schedule network analysis. Which type of mathematical analysis is being used?
   
   

10. Roles and Responsibilities: Do you take the time to clearly define roles and responsibilities on Enterprise Resource Planning project tasks?


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

1.0 Initiating Process Group:


• 1.1 Enterprise Resource Planning project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Enterprise Resource Planning project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Enterprise Resource Planning 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 Enterprise Resource Planning 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 Enterprise Resource Planning 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 Enterprise Resource Planning 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 Enterprise Resource Planning project with this in-depth Enterprise Resource Planning Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Enterprise Resource Planning 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 Enterprise Resource Planning 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 Enterprise Resource Planning investments work better.

This Enterprise Resource Planning 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.