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.

 

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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 813 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 813 standard requirements:

  1. How much of ITs time can you devote to addressing new business requirements, rather than day-to-day operations such as patches, fixes, support calls and otherwise managing your infrastructure?

  2. In case multiple ERP systems are in place; could you explain what functions are supported by the ORACLE, PEOPLESOFT and SAP environments, and are their multiple instances of each?

  3. What options are available for a company looking to manage accounts payable receivable and inventory management for multiple warehouses with software as a service?

  4. If every company in a sector is using the same so-called vanilla software (e.g. an SAP ERP system) what happens to the competitive advantage from implementing IT systems?

  5. Password change policies and timelines for the ERP system and associated third party products can be managed from the organizations security management system?

  6. What is the relationship between enterprise asset management eam systems and enterprise resource planning ERP systems within asset intensive organizations?

  7. What if separate islands of data were replaced with a more integrated software ERP system created to serve and support multiple business functions and requirements?

  8. The Financial Accounting module is often the first module to be implemented within an ERP system. Why do many companies start with the Financial Accounting module?

  9. What were your companys total expenditures to integrate neutral file formats and/or develop intersystem connectivity into your CAD, CAM, CAE, PDM, or ERP systems?

  10. Many divisions of organizations seek decentralized financial control. How can an ERP system be implemented to ensure local financial decision making and control?

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 813 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 6000 ERP System project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Activity Duration Estimates: Are performance reviews conducted regularly to assess the status of ERP System projects?
  2. Stakeholder Management Plan: Where are the verification requirements to be documented (eg purchase order, agreement etc)?
  3. Monitoring and Controlling Process Group: Based on your ERP System project communication management plan, what worked well?
  4. Procurement Audit: Does the department have a procurement strategy and is it implemented?
  5. Lessons Learned: How timely were Progress Reports provided to the ERP System project Manager by Team Members?
  6. Lessons Learned: How well were expectations met regarding the frequency and content of information that was conveyed to by the ERP System project Manager?
  7. Communications Management Plan: What help do you and your team need from the stakeholder?
  8. Stakeholder Analysis Matrix: Whats the stakeholders mandate, whats their mission?
  9. Procurement Audit: Budget controls: Does your organization maintain an up-to-date (approved) budget for all funded activities, and perform a comparison of that budget with actual expenditures for each budget category?
  10. Procurement Audit: Were any additional works or deliveries admissible, without recourse to a new procurement procedure?

 
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:

 

store.theartofservice.com/ERP-System-toolkit-best-practice-templates-step-by-step-work-plans-and-maturity-diagnostics/

 

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.

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