Build an ERP Strategy and Roadmap
Align business and IT to successfully deliver on your ERP initiative
- Organizations often do not know where to start with an ERP project.
- They focus on tactically selecting and implementing the technology.
- ERP projects are routinely reported as going over budget, over schedule, and they fail to realize any benefits.
Our Advice
Critical Insight
- An ERP strategy is an ongoing communication tool for the business.
- Accountability for ERP success is shared between IT and the business.
- An actionable roadmap provides a clear path to benefits realization.
Impact and Result
- Align the ERP strategy and roadmap with business priorities, securing buy-in from the business for the program.
- Identification of gaps, needs, and opportunities in relation to business processes; ensuring the most critical areas are addressed.
- Assess alternatives for the critical path(s) most relevant to your organization’s direction.
Build an ERP Strategy and Roadmap Research & Tools
1. Build an ERP Strategy and Roadmap – A comprehensive guide to align business and IT on what the organization needs from their ERP.
A business-led, top-management-supported initiative partnered with IT has the greatest chance of success.
This blueprint provides business and IT the methodology for getting the right level of detail for the business processes that the ERP supports thus avoiding getting lost in the details.
Build a successful ERP Strategy and roadmap by:
- Aligning and prioritizing key business and technology drivers.
- Clearly defining what is in and out of scope for the project.
- Getting a clear picture of how the business process and underlying applications support the business strategic priorities.
Member Testimonials
After each Info-Tech experience, we ask our members to quantify the real-time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this blueprint and what our clients have to say.
9.5/10
Overall Impact
$132,332
Average $ Saved
24
Average Days Saved
Client
Experience
Impact
$ Saved
Days Saved
Braun Intertec Corporation
Guided Implementation
10/10
$619K
20
Seplat Energy Plc
Guided Implementation
9/10
$123K
50
Stratus
Guided Implementation
10/10
$30,999
20
The Saskatchewan Liquor and Gaming Authority
Workshop
10/10
$80,000
23
Hunt Consolidated, Inc.
Guided Implementation
9/10
N/A
20
City of Savannah
Workshop
10/10
$123K
55
Morrison Hershfield Group Inc.
Workshop
8/10
$100K
10
Loomis AB
Guided Implementation
10/10
$30,999
2
Dart Enterprises Ltd.
Guided Implementation
10/10
$30,999
20
LGM Financial Services
Workshop
9/10
$50,000
20
Caribbean Public Health Agency
Guided Implementation
10/10
$12,399
20
City of Fort Myers, FL
Guided Implementation
10/10
$123K
50
Honda de Mexico
Guided Implementation
10/10
N/A
10
The Ottawa Hospital
Workshop
10/10
$95,000
50
Seaboard Corporation
Guided Implementation
9/10
$2,479
10
Sport Maska Inc
Guided Implementation
6/10
$25,000
32
Welch's Foods Inc
Guided Implementation
8/10
N/A
N/A
Barry-Wehmiller
Guided Implementation
10/10
N/A
N/A
Two Rivers Financial Group
Guided Implementation
9/10
N/A
N/A
BearingPoint
Guided Implementation
10/10
N/A
N/A
Inghams
Guided Implementation
9/10
N/A
N/A
Forest City Enterprises, Inc.
Guided Implementation
10/10
$63,667
60
Inline Plastics
Guided Implementation
10/10
$2,479
10
Ariens Company
Guided Implementation
8/10
$11,460
5
City of Cocoa
Workshop
9/10
N/A
32
Department of Health and Human Services*
Guided Implementation
9/10
$70,034
20
City of Charlottesville
Guided Implementation
8/10
$6,366
10
Ariens Company
Guided Implementation
9/10
N/A
N/A
Onsite Workshop: Build an ERP Strategy and Roadmap
Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.
Module 1: Introduction to ERP
The Purpose
To build understanding and alignment between business and IT on what an ERP is and the goals for the project
Key Benefits Achieved
- Clear understanding of how the ERP supports the organizational goals
- What business processes the ERP will be supporting
- An initial understanding of the effort involved
Activities
Outputs
Introduction to ERP
Background
Expectations and goals
Align business strategy
ERP vision and guiding principles
ERP strategy model
- ERP strategy model
ERP operating model
- ERP Operating model
Module 2: Build the ERP operation model
The Purpose
Generate an understanding of the business processes, challenges, and application portfolio currently supporting the organization.
Key Benefits Achieved
- An understanding of the application portfolio supporting the business
- Detailed understanding of the business operating processes and pain points
Activities
Outputs
Build application portfolio
- Application portfolio
Map the level 1 ERP processes including identifying stakeholders, pain points, and key success indicators
- Mega-processes with level 1 process lists
Discuss process and technology maturity for each level 1 process
Module 3: Project set up
The Purpose
A project of this size has multiple stakeholders and may have competing priorities. This section maps those stakeholders and identifies their possible conflicting priorities.
Key Benefits Achieved
- A prioritized list of ERP mega-processes based on process rigor and strategic importance
- An understanding of stakeholders and competing priorities
- Initial compilation of the risks the organization will face with the project to begin early mitigation
Activities
Outputs
ERP process prioritization
- Prioritized ERP operating model
Stakeholder mapping
- Stakeholder map.
Competing priorities review
- Competing priorities list.
Initial risk register compilation
- Initial risk register.
Module 4: Roadmap and presentation review
The Purpose
Select a future state and build the initial roadmap to set expectations and accountabilities.
Key Benefits Achieved
- Identification of the future state
- Initial roadmap with expectations on accountability and timelines
Activities
Outputs
Discuss future state options
- Future state options
Build initial roadmap
- Initiative roadmap
Review of final deliverable
- Draft final deliverable
About Info-Tech
Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.
We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.
What Is a Blueprint?
A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.
Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.
Need Extra Help?
Speak With An Analyst
Get the help you need in this 4-phase advisory process. You'll receive 8 touchpoints with our researchers, all included in your membership.
Guided Implementation #1 - Build alignment and scope
- Call #1 - Scoping call to understand the current situation.
- Call #2 - Establish business & IT alignment and project scope.
Guided Implementation #2 - Define your ERP
- Call #1 - Discuss the ERP Strategy business model and mega-processes.
- Call #2 - Begin the drill down on the level 1 processes.
Guided Implementation #3 - Plan your project
- Call #1 - Establish the stakeholder map and project risks.
- Call #2 - Discuss project setup including stakeholder commitment and accountability.
Guided Implementation #4 - Next steps
- Call #1 - Discuss resolution paths and build initial roadmap.
- Call #2 - Summarize results and plan next steps.
Contributors
- Brian Kudeba, Director, Administrative Services, Fidelis Care
- David Lawrence, Director, ERP, Allegheny Technologies Inc.
- Ken Zima, CIO, Aquarion Water Company
- Pooja Bagga, Head of ERP Strategy & Change, Transport for London
- Rob Schneider, Project Director, ERP, Strathcona County
- Tarek Raafat, Manager, Application Solutions, IDRC
- Two anonymous contributors
