erp replatforming online course series: how to make the transition to a new erp
DESCRIPTION
Whether it’s due to business expansion, a new company structure, an end-of-life situation with their current system or an interest in the cloud, one of our most important jobs here at Blytheco is to support our clients who are facing ERP transition. Now we invite you to join Blytheco for a unique new webinar series focused on helping you get prepared to select and deploy a new business solution. The goals of the series is to help you define your requirements and give you tools to create your own documentation and evaluation team so you are ready for a successful, low-risk transition.TRANSCRIPT
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Are You Ready for
Replatforming?Webinar 1:
Series Introduction: An Overview of the ERP
Evaluation Process
Agenda
Intros
What is replatforming?
The Test Case
The Players
Their journey
Who else should attend from your company?
Next Steps and resources for today
Introductions
Alicia Anderson
Strategic Marketing
Atlanta, GA-based
@aliciakanderson
Moving to automation for the first time.
Transitioning to a new system.
Upgrading an existing system.
What is replatforming?
This series is designed to give you the tools and knowledge
needed to make an ERP transition smooth and minimize
risk.
Industry analyst Mint Jutras reports that 73% of surveyed companies said that “management
driven change was requiring moderate to
substantial ERP change”
The Test Case
Acme Distribution
Company
Mid-sized wholesaler
Expanding into global
markets
Using legacy systems
and siloed spreadsheets
Growing organically
The players
Joe Jones, Controller
• He can’t get the reports he needs to
manage cash flow and make decisions
out of his aging ERP system.
• He has to deal with a lot of
spreadsheets and external systems to
get the info he needs.
• He knows that a new system could help
but doesn’t have time to do a lot of
research.
Jane Smith, Operations Manager
• She can’t get real-time sales and
shipping information.
• She is trying to introduce new products
and new markets but can’t get control of
operations.
• The other systems she needs to run
operations don’t talk to the ERP.
• She doesn’t have the influence in the
business to get Execs to think about a
new system.
Bill Williams, IT Manager
• The old ERP system doesn’t integrate
with anything they need and it’s hard to
manage.
• Manual processes create bad data in
the systems.
• The old ERP doesn’t work with modern
tech like smartphones, tablets.
• He has worked with a lot of other
systems in the past and has a lot of
knowledge, but needs to know how to
work with others in the business to
develop a plan for change.
The meeting
We have all these issues all across the company – how do we gather and organize them?
A new system would save a lot of time by eliminating manual work - how do we formalize that?
We have managers who feel the pains but the Executives aren’t convinced – how do we get support for a new system?
We all have different ideas of what success means – how do we get agreement for this project on what it means to be successful?
Take their
journey…
We invite you to join us as we take our players through ERP replatforming.
Build a Business Case
Including:
Describe the business challenge
Assess the potential benefits of the ERP investment
Assess the potential costs of each ERP option
Assess risks and issues that might arise during the implementation
Recommend the preferred solution
Describe the implementation approach
Measure potential and actual ROI
1
Scope the Project
Including:
Define the budget.
Assess any scheduling constraints.
Identify personnel available for this project.
Determine project ownership.
2
Evaluate Solutions and Build an Evaluation
Committee
Including:
Define the Evaluation Criteria
Understand first-time buyer criteria vs.
experienced buyer
Learn the steps you can expect to go through
3
Understand Cloud vs. On-Premise Offerings
Including:
Definitions – what are these terms about?
Where does each option fit best?
How do support and upgrades work?
The true costs – be sure you understand
pricing over time
4
Know all the payment options
Including:
Understand impacts on capital vs. operating expenses
Explore any tax implications
Find any tax breaks for investing
Learn the pros and cons of leasing vs. buying
5
What will be covered in the Series?
How to Build a Business Case - Wednesday, June 4
How to Scope Your Project - Wednesday, July 9
How to Evaluate Solutions and Build Your Evaluation Committee
- Wednesday, August 6
Cloud vs. On-Premise - Wednesday, September 3
Know Your Payment Options - Wednesday, September 24
CFO
CEO
CIO/CTO
COO
Who else should attend from your organization?
Executive Functional Areas
Accounting/Controller
Operations Manager
IT Manager
Supply Chain Manager
Sales Manager
Purchasing Manager
Inventory Manager
How to Build a Business Case
June 4
Sign up here
Grade your current system
What’s missing?
Get your score here
Next Steps?