ERP System Toolkit

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

STEP 1: Get your bearings

Start with...


• The latest quick edition of the ERP System 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 997 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 improvements can be made.

Examples; 10 of the 997 standard requirements:


1. What time of customers at appropriate level probably is on sample agreement between the rest of technological and size of information helps in your ERP system?
   
   

2. Is your organization investing enough time and money in analytics and technology solutions to effectively manage your reputational risk and tax risk profile?
   
   

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

4. Which other systems will have to integrate or interface with the ERP system, and will your organization provide incumbent vendors for each system?
   
   

5. Is it better to change the software to conform to existing business processes or better to change business processes to match software?
   
   

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

7. Do you control the project six months or a year later after sign off to check if the project is still doing what it should have done?
   
   

8. Which are the models or the frameworks that have been defined for the success of the post implementation phase of ERP systems?
   
   

9. When asked, how would the average business user within your organization perceive the ease of use of your current ERP system?
   
   

10. What is the difference between the current ERP system and the previous information system based on your user experience?
    
    


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 book in PDF containing 997 requirements, which criteria correspond to the criteria in...


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


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


Examples; 10 of the check box criteria:


1. Procurement Audit: Has the expected benefits from realisation of the procurement ERP System project been calculated?
   
   

2. Cost Management Plan: Is there any form of automated support for Issues Management?
   
   

3. Procurement Audit: What are your ethical guidelines for public procurement?
   
   

4. Activity Attributes: How difficult will it be to complete specific activities on this ERP System project?
   
   

5. Procurement Audit: Is trend analysis performed on expenditures made by key employees and by vendor?
   
   

6. Schedule Management Plan: Are all key components of a Quality Assurance Plan present?
   
   

7. Risk Management Plan: Are there new risks that mitigation strategies might introduce?
   
   

8. Planning Process Group: Did the program design/ implementation strategy adequately address the planning stage necessary to set up structures, hire staff etc.?
   
   

9. Procurement Management Plan: Has a provision been made to reassess ERP System project risks at various ERP System project stages?
   
   

10. Activity List: How difficult will it be to do specific activities on this ERP System project?


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

1.0 Initiating Process Group:


• 1.1 ERP System project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


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

In using the Toolkit you will be better able to:


• Diagnose ERP System 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 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 investments work better.

This ERP System 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.