ERP System Toolkit

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Develop information technology strategic plans that keeps your organization current with appropriate IT technologies, resources, systems and tools to support organization growth plans, improve organization performance and effectiveness with a positive ROI based on costs and benefit.

More Uses of the ERP System Toolkit:

  • Develop and maintain preventative and proactive maintenance programs/practices on all production equipment, supporting equipment, and facility.

  • Generate and issue purchase orders through the ERP System in accordance with established organization procedures.

  • Communicate on new developments and progress across various business functions while driving long term alignment.

  • Ensure your design performs inventory cycle counts and records results accurately; Inspect physical condition of warehouse and equipment.

  • Receive into the warehouse materials and supplies while referencing appropriate paperwork and maintaining the ERP System to track status.

  • Drive portfolio consolidation for enterprise views, influence prioritization decisions, and monitor value realization.

  • Maintain responsibility for the reliable performance of ERP System and points of integration with other applications.

  • Lead selection and integration of new/other software to add functionality and help minimize duplicate efforts.

  • Ensure you champion; build and develop core Learning And Development solutions, tracking participant/engagement, measuring return on investment, and proactively adjusting, where needed.

  • Maintain a safe environment for equipment, repairs, personnel, and visitors good housekeeping standards, lock out/tag out, etc.

  • Support phased implementation and development of ERP System updates and manage day to day housekeeping for ERP and associated applications.

  • Drive: effective at identifying areas for Continuous Improvement and implementing lean concepts to improve efficiency and productivity.

  • Assure your design complies; designs and directs processes by which team and individual performance are recognized, feedback is consistently delivered and performance is systematically improved.

  • Navigate and use the ERP System, sales planning tools and other organization databases and programs to locate and source parts and customer information.

  • Ensure you propel; aid the marketing department in content creation, literature creation, digital advertising, Email Marketing, and other digital projects.

  • Confirm your organization performs liaison activities in the manufacturing areas of production to ensure efficient and timely manufacturing schedules and commitments.

  • Control: quickly address/resolve production issues and react to changes in customer needs to minimize delays in due dates and meet expectations.

  • Put simply, you solve your clients business challenges so that other organizations can become more effective, efficient and profitable.

  • Support department level scheduling by setting priorities, tracking status, and delivering timely information to engineering, operations, quality, and purchasing.

  • Take direction from the CFO and/or sales department regarding collection calls on invoices related to equipment orders.

  • Be accountable for operating systems, applications, databases, servers, networking architecture, routers, switches, Firewalls, Cybersecurity, programming languages etc.

  • Ensure you introduce; lead internal considerations between various business functions regarding new system functionality or customization, and recommend the best path forward.

  • Support the end to end Supply Chain strategy and analyze opportunities to integrate with the broader organization.

  • Establish that your venture oversees development and maintenance of IT policies, procedures, methodologies, governance, Performance Management framework and metrics.

  • Assure your planning coordinates warehouse activities with activities of other functions as production, parts sales, production control, and purchasing.

  • Direct: automation, robotics and IT systems are key components and the key ingredient is efficient people teams focused on delivering to your customers.

  • Be certain that your organization complies; monitors regulatory changes affecting organization products and communicates to appropriate inter organization stakeholders.

  • Have ownership of customer order entry and fulfillment process; receive orders, review orders and verify pricing, enter orders, close orders.

  • Supervise: monitor material flow and identify any bottlenecks in the process; troubleshoot issues to the root cause and implement Corrective Actions.

  • Ensure you head; understand the interaction between financial and accounting principles, procure to pay processes and IT/ERP Systems.


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.

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 999 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 999 standard requirements:

  1. Does a good decision guarantee a good outcome?

  2. Risk factors: what are the characteristics of ERP System that make IT risky?

  3. What are the usability implications of ERP System actions?

  4. Did you tackle the cause or the symptom?

  5. Why do and why don't your customers like your organization?

  6. How do you stay inspired?

  7. How do mission and objectives affect the ERP System processes of your organization?

  8. What are the ERP System resources needed?

  9. What does your Operating model cost?

  10. How to cause the change?

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 994 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 1500 ERP System project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all ERP System project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the ERP System project team have enough people to execute the ERP System project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed ERP System project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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



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.


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.