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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.
Develop a roadmap that promotes structure and accountability by categorizing and prioritizing work initiatives, and by identifying resources, timelines, and investment.

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.
Pulling it all together into an actionable roadmap.

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

1.1

Introduction to ERP

1.2

Background

1.3

Expectations and goals

1.4

Align business strategy

1.5

ERP vision and guiding principles

1.6

ERP strategy model

  • ERP strategy model
1.7

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

2.1

Build application portfolio

  • Application portfolio
2.2

Map the level 1 ERP processes including identifying stakeholders, pain points, and key success indicators

  • Mega-processes with level 1 process lists
2.3

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

3.1

ERP process prioritization

  • Prioritized ERP operating model
3.2

Stakeholder mapping

  • Stakeholder map.
3.3

Competing priorities review

  • Competing priorities list.
3.4

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

4.1

Discuss future state options

  • Future state options
4.2

Build initial roadmap

  • Initiative roadmap
4.3

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.

Member Rating

9.5/10
Overall Impact

$132,332
Average $ Saved

24
Average Days Saved

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.

Read what our members are saying

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.

Author

Robert Fayle

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
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