ERP Systems Toolkit

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Ensure appropriate integration to both new core systems and legacy systems

 

Why are other organizations replacing manual or semi automated systems with ERP Systems?

What are the differences between legacy ERP Systems and cloud ERP Systems?

What about the data in your non production ERP Systems?

Which ERP Systems was implemented in your organization?




...Find the answers to these, and more, questions with this ERP Systems Toolkit:

  • Assess your organizations ability to manage privileged identities and external/internal access to critical systems and data.
  • Decide which WORK PROCESSES within your overall WORK SYSTEMS will be internal to your organization (your KEY WORK PROCESSES) and which will use external resources.
  • Leverage your legacy systems and make any new technologies as future proof as possible.
  • Run your legacy IT systems and infrastructure in parallel to your next generation digital platform.
  • Know when your systems teaching is successful.
  • Protect your critical systems from software failures.
  • Meet customer needs and deliver ongoing value to make your systems stand apart.
  • Ensure the information in your systems fit for use.
  • Interface back to your legacy systems using Application Programming Interfaces (APIs).



HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical ERP Systems Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any ERP Systems 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 Systems specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the ERP Systems 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 Systems improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Why does it seem like all of the important information you need to make an informed decision about a new ERP vendor has secured away, hidden behind passwords on client only pages?

  2. What activities or other initiatives has ERP supported that have contributed to promoting productive interactions among the various levels of the in service training system?

  3. What is the potential impact that ERP simulations have on the training and the resistance to change factors when your organization implements an ERP system?

  4. Can the system handle your organizations scheduling needs; does it offer production monitoring and quality control; and can it streamline communication?

  5. Can the ERP system perform its required operations efficiently while sharing its environment and information resources with other products or systems?

  6. What is the status level of user acceptance on the implemented ERP system with regards to user satisfaction and post implementation factors?

  7. How to approach testing of ERP systems to demonstrate its behaviour, to meet the needs of its users and address the risks of failure?

  8. Can systems integrators ensure the quality, performance and scalability of clients ERP systems wont be an issue when going live?

  9. How many full time equivalents of IT people will be required to maintain and support the ERP application on a daily basis?

  10. Does it have the ability to connect or sync material information from ERP systems or other material information systems?


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 Systems book in PDF containing 999 requirements, which criteria correspond to the criteria in...

Your ERP Systems 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 Systems Self-Assessment and Scorecard you will develop a clear picture of which ERP Systems 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 Systems 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 Systems projects with the 62 implementation resources:

  • 62 step-by-step ERP Systems Project Management Form Templates covering over 1500 ERP Systems project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Are all key components of a Quality Assurance Plan present?

  2. Source Selection Criteria: How and when do you enter into ERP Systems project Procurement Management?

  3. Procurement Audit: Are advance payments to employees properly authorized and controlled?

  4. Roles and Responsibilities: Authority: what areas/ERP Systems projects in your work do you have the authority to decide upon and act on the already stated decisions?

  5. Probability and Impact Assessment: What will be the likely political environment during the life of the ERP Systems project?

  6. Project Portfolio management: Governance. how does your organization ensure that ERP Systems project and program benefits and risks are being managed to optimize the overall value creation from the portfolio?

  7. Planning Process Group: Contingency planning. if a risk event occurs, what will you do?

  8. Team Member Status Report: Are the products of your organizations ERP Systems projects meeting customers objectives?

  9. Project Portfolio management: Agility. how do organizations re-align portfolio when strategic objectives change?

  10. Schedule Management Plan: Have all team members been part of identifying risks?

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

1.0 Initiating Process Group:

  • 1.1 ERP Systems project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 ERP Systems 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 Systems 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 Systems 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 Systems 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 Systems 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 Systems project with this in-depth ERP Systems Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose ERP Systems 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 Systems 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 Systems investments work better.

This ERP Systems 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.





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CONTENTS:


Checklists:


Checklists:ERP Systems Checklist Report on ERP.pdf

Checklists:ERP Systems Checklist Report on VENDOR.pdf

Checklists:ERP Systems Checklist Report on SYSTEM.pdf

Checklists:ERP Systems Checklist Report on BUSINESS.pdf

Checklists:ERP Systems Checklist Report on ORGANIZATION.pdf

Checklists:ERP Systems Checklist Report on IMPLEMENTATION.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:ERP Systems Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:ERP_Systems_Quick_Exploratory_Self-Assessment_Guide.pdf





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:ERP Systems Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:ERP_Systems.pdf

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

Who This Toolkit Is For

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