This webinar discusses performing an ERP health check on a company's legacy ERP system. An ERP health check examines the value and risks of the current system to determine if an upgrade is needed. Key areas of value include features/functions, integration, technology, business intelligence and culture fit. Risk areas include system health, vendor support, IT support ability, security and regulations. The webinar provides a five factor framework to evaluate ERP systems and estimates typical upgrade costs. An accompanying checklist helps assess the legacy system's value and risks. The webinar aims to help companies decide if it is time to upgrade or what benefits they may be missing by staying with their current ERP.

1. ERP Health Check:
Is your Business at Risk with
Your Legacy System?
W E B I N A R S E R I E S
T E A M W I T H T O D R I V E
B U S I N E S S P E R F O R M A N C E I M P R O V E M E N T S

2. Presentation Guidelines
 Phones are muted.
 Q&A at end, last 5-10 minutes
 Please ask questions through WebEx Q&A.
 Other communications through WebEx Chat.
 Use ‘Raise Hand’ if you’d like to ask a question directly.
 Look to the right of your screen for a grey box with + or – to
maximize or minimize your screen.

3. T O D AY ’ S M O D E R AT O R
W E LC O M E
KRISTEN RENDA
M A R K E T I N G P R O G R A M
M A N A G E R
T O D AY ’ S A G E N D A
 Introduction to Ultra Consultants
 Why Perform an ERP Health Check?
 Examining Value
 Examining Risk
 Five Factors for Evaluating ERP
 Estimating Cost
 Your Checklist
 Additional Resources
 Q&A

4. ULTRA CONSULTANTS
AN OVERVIEW OF

5. O ver 3 0 0 S u c c essfu l Projec ts
100% Focused on Manufacturing and
Distrib u tion
Head q u artered in Ch icago with Clients
Th rou g h ou t North A merica
Ultra’s Focus as a Valued Partner
Industrial
Equipment
20%
Other
19%
Consumer
Goods
12%
Industrial
Supplies
12%
Food &
Beverage
8%
Automotive
7%
Chemical
7%
Distribution
5%
Electronics
5%
Medical
5%
Clients by Industr y
Fou n d ed in 1 9 9 4
Under $50M
35%
$50M-$200M
33%
Over $200M
32%
Clients by S ize

6. Areas of Expertise
Business Process
Improvement
Technology
Selection
Solution
Implementation
Business
Transformation
BEST PRACTICES BUSINESS TRANSFORMATION LIFECYCLE

7. Your Independent Guide Through
the ERP Landscape
1 0 0 % Ven d or In d ep en d ent
4 0 + Ven d or Relation sh ips
2 0 + Ven d ors S elec ted & Man aged
?

8. W E L C O M E
GEORGE TRUDELL
 30+ Years Experience
 15 years in Industry
 ERP Implementation
Management
 Corp Director of Supply Chain
 Divisional Planning Manager
 Strategic Planning
 Master Scheduler
 15+ years in Consulting
 Brought BPI to Ultra
 ERP Selection & Implementation
= 100’s Companies
 Cloud ERP
T O D A Y ’ S H O S T

9. WHY PERFORM
AN ERP HEALTH CHECK?

10. Why Perform an ERP Health Check?
 A necessary and critical process
 Assesses value
 Assesses risk
 Leads to 2 important questions:
1. Is it time to begin thinking about upgrading my company’s ERP?
2. By staying put, what are the benefits that are being missed by my company?
Examine
Value
Examine
Risk
Move
forward?
Five
Factors
Cost
Estimate

11. ERP HEALTH CHECK:
EXAMINING VALUE

12. ERP Health Check: Examining Value
 Five areas of value:
1. Features and functions supported

13. ERP Health Check: Examining Value
 Five areas of value:
1. Features and functions supported
2. Integration with external systems, applications, customers and
suppliers
 Point solutions
 Customer and supplier portals

14. ERP Health Check: Examining Value
 Five areas of value:
1. Features and functions supported
2. Integration with external systems, applications, customers and
suppliers
3. End user technology
a) Look and feel
b) Workflow
c) Windows integration

15. ERP Health Check: Examining Value
 Five areas of value:
1. Features and functions supported
2. Integration with external systems, applications, customers and
suppliers
3. End user technology
4. Information: Business Intelligence
a) Dashboards
b) Scorecards
c) Data cubes
d) Report publishing

16. ERP Health Check: Examining Value
 Five areas of value:
1. Features and functions supported
2. Integration with external systems, applications, customers and
suppliers
3. End user technology
4. Information: Business Intelligence
5. Culture
11/30/201716

17. ERP Health Check: Examining Value
 Five areas of value:
1. Features and functions
supported
2. Integration with external
systems, applications,
customers and suppliers
3. End user technology
4. Information: Business
Intelligence
5. Culture
 Questions on value:
1. What is the value that our current
ERP system is providing?
2. What is the value of a new ERP
system?
3. Can our existing ERP system
match the value of the new ERP?
4. Is our business being held back by
the lack of an ERP system or one
that is up-to-date?

18. ERP HEALTH CHECK:
EXAMINING RISK

19. ERP Health Check: Examining Risk
 Five areas of risk:
1. System / Hardware health

20. ERP Health Check: Examining Risk
 Five areas of risk:
1. System / Hardware health
2. Vendor support

21. ERP Health Check: Examining Risk
 Five areas of risk:
1. System / Hardware health
2. Vendor support
3. IT staff’s ability to support

22. ERP Health Check: Examining Risk
 Five areas of risk:
1. System / Hardware health
2. Vendor support
3. IT staff’s ability to support
4. Security

23. ERP Health Check: Examining Risk
 Five areas of risk:
1. System / Hardware health
2. Vendor support
3. IT staff’s ability to support
4. Security
5. Government regulations

24. ERP HEALTH CHECK:
FIVE FACTORS FOR
EVALUATING ERP

25. ERP Health Check: Five Factors
1. Features & Functions • Products for industry?
• Products for vertical?
• Key features, functions
for each vertical?

26. ERP Health Check: Five Factors
1. Features & Functions
2. Cost & Contracts • Direct costs?
• Indirect costs?

27. ERP Health Check: Five Factors
1. Features & Functions
2. Cost & Contracts
3. Company Risk • Company history?
• Product history?
• Product sales
performance?
• Industry focus?
• R&D investment?
• Long-term prospects?

28. ERP Health Check: Five Factors
1. Features & Functions
2. Cost & Contracts
3. Company Risk
4. Technology & Platform Risk • Underlying technology?
• Technology direction?
• Cloud offering?
• UI, role centers, workflow, BI?

29. ERP Health Check: Five Factors
1. Features & Functions
2. Cost & Contracts
3. Company Risk
4. Technology & Platform Risk
5. Implementation & Support Risk • Led by partner or vendor?
• Industry experience?
• Implementation support?
• Post-implementation support?

30. ERP HEALTH CHECK:
ESTIMATING COST

31. ERP Health Check: Estimating Costs
 Cost considerations • Your type of industry
• Number of users
• Features needed
• Level of customization
• Anticipated transaction volume
• Third-party integrations
• Data mapping and conversion
• Vendors/Partners role
• Training
• Infrastructure/Hardware
• Recurring costs (license, subscription,
maintenance, support)

32. ERP Health Check: Estimating Costs
 Cost considerations
 Cost estimation:
 ((ERP users x $3000) x 2) + Hardware Cost
= Approximate cost of new system

33. ERP HEALTH CHECK:
YOUR CHECKLIST

34. ERP Health Check: Your Checklist
Value
Do the features (e.g., lot control) and functions (e.g.,
forecasting) supported by my legacy ERP system meet my
needs as a company?
Is my ERP system integrated or does it offer the technology to
perform basic integrations with outside systems?
Does my ERP offer a “Windows like” user experience, does it
have workflow, and does it offer seamless integration with MS
Excel?
Do I use the legacy ERP system for all the information
necessary to make day to day and month to month decisions
how to run the business both tactically and strategically?
When employees in your company say they are going to work
with the ERP system, are they enthusiastic about it and are
specifically the younger employees positive about the ERP
system?
Risk
Does the ERP system “go down” once a week? Once a
month? Is the system so slow that you will “hit enter” and go
to refill your coffee because you need to fill the time while you
wait?
Does the ERP vendor who owns the software rights to your
ERP system offer support / maintenance and upgrades?
Is your ERP system written in technology that is easy to find
and hire new employees to support?
Is your ERP system and the underlying business processes
PCI compliant?
Is your system able to perform the features and functions
required by the government regulators of your industry?
11/30/201734

35. AGENDA CHECK-IN

36. ERP Health Check: Agenda Check-In
 Introduction to Ultra Consultants
 Why Perform an ERP Health Check?
 Examining Value
 Examining Risk
 Five Factors for Evaluating ERP
 Estimating Cost
 Your Checklist
 Additional Resources
 Q&A

37. ADDITIONAL RESOURCES

38. Additional Resources – Ultra Education
 Library of informative white papers
 Case study success stories
 Monthly Industry Webinar Series
 Lunch & Learn Industry Insights
 OnDemand Webinars
ultraconsultants.com/erp-education/
UPCOMING EVENTS ultraconsultants.com//events/
EXPERT INSIGHTS
Cloud Webinar Series
 October 24th – 26th Daily at 1pm CDT
Lean Out Processes in Mixed Mode Manufacturing
 October 5th at 1pm CDT

39. QUESTIONS?

40. Thank You!
W E B I N A R S E R I E S
T E A M W I T H T O D R I V E
B U S I N E S S P E R F O R M A N C E I M P R O V E M E N T S