Sage 300 ERP Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Sage 300 ERP Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Sage 300 ERP 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 Sage 300 ERP specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Sage 300 ERP 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 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Sage 300 ERP improvements can be made.

Examples; 10 of the 994 standard requirements:


1. How does your organization prevent administrator accounts from being used to carry out everyday tasks like browsing the web or accessing email?
   
   

2. Are audits of the health and safety management system sufficient to check compliance with health and safety standards and legislation?
   
   

3. How would you rate your organizations capabilities and the effectiveness of its tools in managing resilience?
   
   

4. Is there a dedicated team or identified resources responsible for managing the budget preparation process?
   
   

5. Can the audit trail support after the fact investigations of how, when, and why normal operations ceased?
   
   

6. What is your contingency/ disaster plan when/if your server crashes and you cannot directly recover data?
   
   

7. Is the financial information that is available to managers consistent with the stated responsibilities?
   
   

8. What mechanisms are in place to ensure that only authorized personnel will be able to access your data?
   
   

9. Is there a clear audit trail from the start of policy audit through to amending the policy if required?
   
   

10. Why is the processing activity important to other parties the data may be disclosed to, if applicable?
    
    


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 Sage 300 ERP book in PDF containing 994 requirements, which criteria correspond to the criteria in...


Your Sage 300 ERP 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 Sage 300 ERP Self-Assessment and Scorecard you will develop a clear picture of which Sage 300 ERP 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 Sage 300 ERP 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 Sage 300 ERP projects with the 62 implementation resources:


• 62 step-by-step Sage 300 ERP Project Management Form Templates covering over 1500 Sage 300 ERP project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Lessons Learned: How to write up the lesson identified – how will you document the results of your analysis corresponding that you have an li ready to take the next step in the ll process?
   
   

2. Executing Process Group: Will additional funds be needed for hardware or software?
   
   

3. Quality Audit: What mechanisms exist for identification of staff development needs?
   
   

4. Procurement Audit: Did your organization identify the full contract value and include options and provisions for renewals?
   
   

5. Activity Cost Estimates: What were things that you did very well and want to do the same again on the next Sage 300 ERP project?
   
   

6. Project Scope Statement: Will all Sage 300 ERP project issues be unconditionally tracked through the issue resolution process?
   
   

7. Quality Audit: How does your organization know that its staff embody the core knowledge, skills and characteristics for which it wishes to be recognized?
   
   

8. Human Resource Management Plan: Have process improvement efforts been completed before requirements efforts begin?
   
   

9. Cost Management Plan: Are internal Sage 300 ERP project status meetings held at reasonable intervals?
   
   

10. Activity Duration Estimates: Are training needs identified when resources do not have the required skills to complete Sage 300 ERP project activities?


 
Step-by-step and complete Sage 300 ERP Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Sage 300 ERP project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Sage 300 ERP project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Sage 300 ERP 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 Sage 300 ERP 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 Sage 300 ERP 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 Sage 300 ERP 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 Sage 300 ERP project with this in-depth Sage 300 ERP Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Sage 300 ERP 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 Sage 300 ERP 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 Sage 300 ERP investments work better.

This Sage 300 ERP 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.