Enterprise Resource Planning Toolkit

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Orchestrate Enterprise Resource Planning: clearly articulate and present insights from qualitative and quantitative sources, and deliver a clear story and recommendations to internal and external stakeholders.

More Uses of the Enterprise Resource Planning Toolkit:

  • Lead finance transformation engagements involving strategy, Operating model design and implementation support utilizing Enterprise Resource Planning (ERP) and Decision Support technologies to enable transformation of Business Processes, the finance Operating model, technology, security and data.

  • Confirm your corporation ensures that jit(just in time)is happening just the right amount of materials and supplies at the right time in the right place.

  • Audit Enterprise Resource Planning: ERP System modules and Business Processes in finance, accounting, budgeting, Human Resources, time entry, and/or payroll.

  • Head Enterprise Resource Planning: direct all activities as it relates to the usage of your organization ERP System and implementation at future sites.

  • Manage work with ERP vendors on new and or renewal of agreements to ensure no lapse in services are encountered.

  • Assure your strategy participates in the planning, development, maintenance, training and operation of computerized applications and products.

  • Coordinate software system installation and monitor equipment functioning to ensure specifications are met.

  • Govern Enterprise Resource Planning: review system records and provides information to the Enterprise Resource Management on issues or concerns identified.

  • Develop and manage task/project plans to implement business solutions; monitor and communicate progress of task/project.

  • Oversee Process Improvement projects that utilize the ERP System Human Resources, Payroll, and Financials.

  • Confirm your enterprise serves as a liaison between vendors and purchasing team to ensure customers expectations and requirements are met; also serves as the main point of contact between field locations and the Supply Chain department.

  • Secure that your organization creates clear instructions for other departments when work is moved back into the normal process after having fallen out.

  • Analyze thE Business requirements for Enterprise Resource Planning (ERP) software and coordinating with the ERP development team.

  • Analyze and interpret technical ERP System and functional information and translate/communicate it to end users in a manner that is easily understood.

  • Steer Enterprise Resource Planning: each shares a dedication to innovation, Continuous Improvement, a commitment to research and technological expertise and an unmatched level of services and support.

  • Ensure stakeholders are involved in enterprise resources planning processes so that information is available to make effective operational and technology decisions.

  • Pilot Enterprise Resource Planning: monitor planned orders in the material Resource Planning module of the ERP software and coordinate procurement with purchasing admin.

  • Warrant that your corporation assures Quality Control of all units utilizing the Enterprise Resource Planning (ERP) system for inventory applications.

  • Organize Enterprise Resource Planning: under the technical direction of higher level personnel, track container returns, dispense hazardous material from larger containers into smaller unit sizes, process expired material and dispose of Hazardous Waste.

  • Create custom report design requirements and specifications in coordination with end users and the technical staff in the ERP Support Organization; develop and coordinate acceptance criteria with end users.

  • Be accountable for conducting research on current accounts, previous reports, and source documents to develop accurate comparative data.

  • Formulate Enterprise Resource Planning: work closely with business leaders to develop Reporting And Analytics based on historical and forecasted data and reports.

  • Be certain that your design assures Quality Control of all units utilizing the Enterprise Resource Planning (ERP) system for inventory applications.

  • Collaborate with all business functions to ensure the successful maintenance of your organizations ERP System.

  • Create integration design requirements and specifications in coordination with end users and the technical staff in the ERP Support Organization and/or the IT department; develop and coordinate acceptance criteria with end users.

  • Orchestrate Enterprise Resource Planning: in application review process to ensure thorough evaluation of applications and supporting application materials.

  • Manage work with Technical Support to restore, correct and/or recover data, and to develop and design custom reports.

  • Deliver effective and accurate reports detailing Key Performance Indicators relating to workforce and allocation performance.

  • Ensure you facilitate; build holistic view of enterprise Cloud Strategy, processes, information, technology to enable your business and customers to take advantage of advanced capabilities in the cloud in an agile and sustainable manner.

  • Drive Enterprise Resource Planning: partner with Development Teams, Cybersecurity, support and Enterprise Architecture teams to deliver and maintain a cloud platform and associated DevOps practices.

  • Manage complex solutions while being a proactive and consultative resource for team members and external customers.

  • Improve the value of the tournament through strategy, planning and program development; budget management; execution, and measurement/evaluation.

  • Warrant that your business creates a climate of collaboration, engagement, and productivity by empowering others and encouraging others to contribute ideas and make decisions.


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 999 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 999 standard requirements:

  1. Enterprise Resource Planning risk decisions: whose call is it?

  2. How are policy decisions made and where?

  3. What business benefits will Enterprise Resource Planning goals deliver if achieved?

  4. How will you motivate the stakeholders with the least vested interest?

  5. What happens if you do not have enough funding?

  6. How do you measure progress and evaluate training effectiveness?

  7. Think about the people you identified for your Enterprise Resource Planning project and the project responsibilities you would assign to them, what kind of training do you think they would need to perform these responsibilities effectively?

  8. How do you verify performance?

  9. Is there a clear Enterprise Resource Planning case definition?

  10. How do you go about comparing Enterprise Resource Planning approaches/solutions?

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 994 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:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Enterprise Resource Planning project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Enterprise Resource Planning Project Team have enough people to execute the Enterprise Resource Planning project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Enterprise Resource Planning project plan (variances)?

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

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



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.