ERP System Selection Methodology Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the ERP system selection methodology 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 925 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 system selection methodology improvements can be made.

Examples; 10 of the 925 standard requirements:

  1. What are the highest priority application types (mobile, IoT, etc.), systems (ERP, CRM, etc.), and development approaches that make up the digital transformation landscape for your organization?

  2. How much of ITs time can you devote to addressing new business requirements, rather than day-to-day operations such as patches, fixes, support calls and otherwise managing your infrastructure?

  3. How to architect an AI system so as to maximize the odds that, as it radically self-modifies and self-improves, it will not lose track of its originally programmed/taught goal system?

  4. Sales strategy: does the vendor have an innovative partner strategy, attractive pricing, flexible and clear product packaging, and a strong land-and-expand and enterprise sales model?

  5. In case multiple ERP systems are in place; could you account for what functions are supported by the ORACLE, PEOPLESOFT and SAP environments, and are multiple instances of each?

  6. Should data be modeled and standardized across Enterprise systems such as data sources, applications, EDW and Data Marts so that data and information exchanges are consistent?

  7. If every organization in a sector is using the same so-called vanilla software (e.g. an SAP ERP system) what happens to the competitive advantage from implementing IT systems?

  8. Many warehouses run quite well with warehousing functionality from OMS or ERP. So, how do you know whether your business can benefit from a warehouse management system?

  9. What were your organizations total expenditures to integrate neutral file formats and/or develop intersystem connectivity into your CAD, CAM, CAE, PDM, or ERP systems?

  10. Are the results from an analysis in accordance with your organizationÕs own opinion about the congruence between the manufacturing strategy and the production system?


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 system selection methodology book in PDF containing 925 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Activity Duration Estimates: Does a process exist to identify which qualified resources may be attainable?

  2. Procurement Audit: Does your organization use existing contracts where possible to avoid the cost of bidding?

  3. Activity Cost Estimates: What areas does the group agree are the biggest success on the ERP system selection methodology project?

  4. Activity Cost Estimates: Who & what determines the need for contracted services?

  5. Scope Management Plan: Are all payments made according to the contract(s)?

  6. Procurement Audit: Was timely and equal access to contract documents and information provided to all candidates?

  7. Quality Management Plan: After observing execution of process, is it in compliance with the documented Plan?

  8. Activity List: How can the ERP system selection methodology project be displayed graphically to better visualize the activities?

  9. Project Charter: Dependent ERP system selection methodology projects: what ERP system selection methodology projects must be underway or completed before this ERP system selection methodology project can be successful?

  10. Scope Management Plan: Does the implementation plan have an appropriate division of responsibilities?

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

1.0 Initiating Process Group:

  • 1.1 ERP system selection methodology project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 ERP system selection methodology 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 system selection methodology 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 system selection methodology 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 system selection methodology 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 system selection methodology 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 system selection methodology project with this in-depth ERP system selection methodology Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose ERP system selection methodology 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 system selection methodology 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 system selection methodology investments work better.

This ERP system selection methodology 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.