ERP Roadmap Toolkit

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

STEP 1: Get your bearings

Start with...


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

Examples; 10 of the 999 standard requirements:


1. Do the technological factors vary in influencing the relationship between the adoption of enterprise resource planning and performance of your organization as a variable moderation?
   
   

2. What constitutes the core elements of an administrative/ERP system, and what options exist for bolting on features and products from other providers?
   
   

3. Does your organization anticipate the selected consultant will provide project management or oversight services during the ERP implementation?
   
   

4. Do smes decide to implement an ERP system owing more to pressure from external entities than due to internal reasons and requirements?
   
   

5. How do you tap into ERP innovations to manage the complexity of accounting records, partner reports and financial transparency?
   
   

6. How would you rate your understanding of the role and complexity of technology in enterprise resource planning systems?
   
   

7. How would leadership core competence qualities assist in achieving successful ERP implementation project success?
   
   

8. How do you build your organization case and roadmap to deliver your digital workplace vision and strategy?
   
   

9. What are the main benefits or motives for companies to transform the on premise ERP to a cloud solution?
   
   

10. What does your organization do to avoid allowing the ERP training phase to get squeezed beyond recovery?
    
    


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 Roadmap book in PDF containing 999 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. WBS Dictionary: Are the procedures for identifying indirect costs to incurring organizations, indirect cost pools, and allocating the costs from the pools to the contracts formally documented?
   
   

2. Project Scope Statement: How will you verify the accuracy of the work of the ERP Roadmap project, and what constitutes acceptance of the deliverables?
   
   

3. Project Scope Statement: Write a brief purpose statement for this ERP Roadmap project. Include a business justification statement. What is the product of this ERP Roadmap project?
   
   

4. Source Selection Criteria: When is it appropriate to conduct a preproposal conference?
   
   

5. Planning Process Group: To what extent are the participating departments coordinating with each other?
   
   

6. Activity List: Are the required resources available or need to be acquired?
   
   

7. Human Resource Management Plan: Are vendor invoices audited for accuracy before payment?
   
   

8. WBS Dictionary: Are current work performance indicators and goals relatable to original goals as modified by contractual changes, replanning, and reprogramming actions?
   
   

9. Change Request: Will new change requests be acknowledged in a timely manner?
   
   

10. Scope Management Plan: During what part of the PM process is the ERP Roadmap project scope statement created?


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

1.0 Initiating Process Group:


• 1.1 ERP Roadmap project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


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

In using the Toolkit you will be better able to:


• Diagnose ERP Roadmap 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 Roadmap 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 Roadmap investments work better.

This ERP Roadmap 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.