ERP and Agile Methodologies Toolkit

Downloadable Resources, Instant Access

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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the ERP and Agile Methodologies 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 992 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 and Agile Methodologies improvements can be made.

Examples; 10 of the 992 standard requirements:

  1. Agile methodologies can be mistaken as an ad-hoc approach to working; most agile teams limit planning to the immediate future, like what are you doing in the next sprint? Do you do this?

  2. How can it be done, especially when disrupting employees and disparate tools and methods to get work done, could create a bigger mess, including workplace confusion and bitter employees?

  3. How do you use lean, agile, or just-in-time methodologies or practices like vendor-managed inventory or supplier-managed inventory to reduce costs without impeding your responsiveness?

  4. What percentage of your project teams deliverables were directly dependent on actors (and consequently deliverables) inside the enterprise and outside the project team?

  5. User stories - were functionalities/products defined as tasks based on user stories which described functionalities or a process use case from the users perspective?

  6. Do you believe that taking on of agile methodologies rather than Heavyweight methodologies have any effect on Software Quality for different levels of development?

  7. Is there a moderating relation between distinctive characteristics of ERP projects and the strength of the relation between methodology and ERP project outcomes?

  8. How do we, as software developers who value agile methods and Object-Oriented approaches, handle structural conflicts coming from differing value systems?

  9. How many team members have a level of software development method understanding and use which enables them to tailor a method to fit a new situation?

  10. How do you scale agile methods beyond individual projects so that the programs and portfolios within which they exist can benefit unequivocally?

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 and Agile Methodologies book in PDF containing 992 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. WBS Dictionary: Budgets assigned to major functional organizations?

  2. Risk Register: Have other controls and solutions been implemented in other services which could be applied as an alternative to additional funding?

  3. Procurement Management Plan: Are changes in deliverable commitments agreed to by all affected groups & individuals?

  4. Project Scope Statement: Will the risk plan be updated on a regular and frequent basis?

  5. Scope Management Plan: Have all team members been part of identifying risks?

  6. Change Management Plan: What would be an estimate of the total cost for the activities required to carry out the change initiative?

  7. Monitoring and Controlling Process Group: What areas does the group agree are the biggest success on the ERP and Agile Methodologies project?

  8. Project Charter: ERP and Agile Methodologies project deliverables: what is the ERP and Agile Methodologies project going to produce?

  9. Activity Duration Estimates: Do procedures exist describing how the ERP and Agile Methodologies project scope will be managed?

  10. Quality Audit: Are all employees including salespersons made aware that they must report all complaints received from any source for inclusion in the complaint handling system?

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

1.0 Initiating Process Group:

  • 1.1 ERP and Agile Methodologies project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 ERP and Agile Methodologies 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 and Agile Methodologies 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 and Agile Methodologies 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 and Agile Methodologies 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 and Agile Methodologies project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose ERP and Agile Methodologies 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 Agile Methodologies 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 and Agile Methodologies investments work better.

This ERP and Agile Methodologies 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.