ERP System Selection Methodology Toolkit

Downloadable Resources, Instant Access

Lead internal considerations between various business functions regarding new system functionality or customization, and recommend the best path forward.

More Uses of the ERP System Selection Methodology Toolkit:

  • Equip IT Organization to be change agents in support of the IT Strategy.

  • Arrange that your team leads client engagements through active participation in the Strategic Direction of delivery.

  • Lead: track and ensure the completion of all project deliverables and project tasks.

  • Drive portfolio consolidation for enterprise views, influence prioritization decisions, and monitor value realization.

  • Provide weekly status updates to clients.

  • Ensure you realize; lead client organizational change and business Process Improvement initiatives.

  • Analyze business Process Requirements, translate context/sentiment.

  • Evaluate: technology merger and acquisition integration, divestiture and carve out.

  • Enhance Workforce Planning (planning for existing and future resource needs).

  • Determine client needs by supplementing traditional assessment techniques and tools with innovative approaches.

  • Put simply, you solve your clients business challenges so that other organizations can become more effective, efficient and profitable.

  • Develop the processes and structure to support the way of working and delivery.

  • Deliver department training in person and through a variety of remote learning platforms for.

  • Drive efficient and effective methods to make enterprise level decisions.

  • Be accountable for operating systems, applications, databases, servers, networking architecture, routers, switches, Firewalls, Cybersecurity, programming languages etc.

  • Ensure you reconcile; lead business / functional Requirements Gathering for software solutions.

  • Ensure you support; aid in preparing and analyzing project documentation.

  • Direct: work alongside Project Managers to implement ERP System across multiple business entities.

  • Communicate on new developments and progress across various business functions while driving long term alignment.

  • Drive and facilitates effective collaboration and communications between the IT department, users and customers.

  • Make sure that your organization oversees development and maintenance of IT policies, procedures, methodologies, governance, Performance Management framework and metrics.

  • Identify: data, configuring software, training end users on the software and writing Status Reports.

  • Establish that your strategy establishes Strategic Planning and governance principles and processes.

  • Enable and help transforms the IT Organization to work with speed, consistency, quality, and agility.

  • Ensure you increase; build relationships throughout your organization to influence without authority.

  • Evaluate: client satisfaction and reference ability.

  • Ensure you mastermind; understand and actively follow all IT Governance standards for Security, SOX, and Change Management approvals.

  • Communicate effectively with team members, clients, vendors, and vendor clients.

  • Assure your venture stays current with developments in new Market Trends and innovations in technology.

  • Coordinate meetings with clients to review deliverables.


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 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 System Selection Methodology improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What are your needs in relation to ERP System Selection Methodology skills, labor, equipment, and markets?

  2. What are the usability implications of ERP System Selection Methodology actions?

  3. What are the short and long-term ERP System Selection Methodology goals?

  4. How will you know that a change is an improvement?

  5. Which needs are not included or involved?

  6. How has the ERP System Selection Methodology data been gathered?

  7. What are the key elements of your ERP System Selection Methodology Performance Improvement system, including your evaluation, organizational learning, and innovation processes?

  8. How is implementation research currently incorporated into each of your goals?

  9. How do you identify specific ERP System Selection Methodology investment opportunities and emerging trends?

  10. How risky is your organization?

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 994 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:

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 ERP System Selection Methodology project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the ERP System Selection Methodology project team have enough people to execute the ERP System Selection Methodology 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 ERP System Selection Methodology 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 ERP System Selection Methodology 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 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



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.