www.blytheco.comwww.blytheco.com
Are You Ready for
Replatforming?
Webinar 4:
How to Evaluate Solutions and Build Your
Eval...
Agenda
Recap: What is Replatforming?
What are the common mistakes in Evaluation?
What are the steps of Evaluation?
Who sho...
Introductions
Alicia Anderson
Strategic Marketing
Atlanta, GA-based
19 years in ERP/CRM
sales, service and
marketing
Moving to automation for the first time.
Transitioning to a new system.
Upgrading an existing system.
What is replatformin...
Series Introduction – May 7
How to Build a Business Case – June 4
How to Scope Your Project – July 9
How to Evaluate Solut...
How to Evaluate Solutions
and Build Your Evaluation
Committee
3
A formalized structure for guiding the decision process
A set of agreed-upon criteria for making a choice
Buy-in from all ...
Incomplete requirements
Over-emphasis on cost
Selection bias
Failure to use objective professional services
Not having the...
Define Criteria
Use the Business Case and Project Scope that you developed to define
the needed criteria for your new solu...
Criteria of First-time Buyers
1. Price
2. Ease of implementation
3. Ease of use
4. Fit to the business
5. Functionality
6....
Research Phase – The Long List
Include industry-specific and general options
Get recommendations from peers
Do web researc...
Time to engage with a consulting partner
Conduct a detailed assessment of short-list vendors
Conduct a high-level discussi...
What are their capabilities?
How much experience do they
have?
From what location will they serve
you?
What is their imple...
Lay out each Solution
Option
Give weighted scores
to each for each
criteria
Get a sample on our
Course site
Develop a Deci...
The Test Case
Acme Distribution Company
Mid-sized wholesaler
Expanding into global
markets
Using legacy systems and
siloed...
Be involved in the project initiation phase where the decision making
process is agreed upon
Assist in the gathering of re...
Key stakeholders
Evaluation Team – Key Project Stakeholders
Joe Jones,
ControllerBob
Robinson,
COO
Jane Smith,
Operations
...
Evaluation Team – Representatives of User Groups
All impacted team
members should be
involved!
Put some structure around the evaluation process with:
Defined criteria
A long list that becomes a short list
A decision m...
Resources for today’s class
Available on http://info.blytheco.com/replatform-resources
Decision Matrix Template
Copy of th...
Next Classes…
Cloud vs. On-Premise Wednesday, Sept 3
Know Your Payment Options Wednesday, Sept 24
How to Evaluate Solutions and Build your Evaluation Committee
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How to Evaluate Solutions and Build your Evaluation Committee

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In the fourth installment of the series "Are You Ready for Replatforming?", we take a look at a formalized process for creating criteria and steps for making an ERP or CRM solution transition, including who should be involved in the process and how they should participate.

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  • Alicia talking
  • Alicia talking –wrap up
  • How to Evaluate Solutions and Build your Evaluation Committee

    1. 1. www.blytheco.comwww.blytheco.com Are You Ready for Replatforming? Webinar 4: How to Evaluate Solutions and Build Your Evaluation Committee
    2. 2. Agenda Recap: What is Replatforming? What are the common mistakes in Evaluation? What are the steps of Evaluation? Who should be on the Evaluation Committee? How should the Evaluation Committee participate? Next Steps and resources for today
    3. 3. Introductions Alicia Anderson Strategic Marketing Atlanta, GA-based 19 years in ERP/CRM sales, service and marketing
    4. 4. 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 ERP/CRM 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”
    5. 5. Series Introduction – May 7 How to Build a Business Case – June 4 How to Scope Your Project – July 9 How to Evaluate Solutions and Build Your Evaluation Committee – Wednesday - TODAY Cloud vs. On-Premise - Wednesday, September 3 Know Your Payment Options - Wednesday, September 24 The Series
    6. 6. How to Evaluate Solutions and Build Your Evaluation Committee 3
    7. 7. A formalized structure for guiding the decision process A set of agreed-upon criteria for making a choice Buy-in from all impacted users and executives A decision based on quantitative data These guidelines will give you…
    8. 8. Incomplete requirements Over-emphasis on cost Selection bias Failure to use objective professional services Not having the right people on board from the start Common mistakes in ERP / CRM selection What are some common mistakes that companies make when they choose an ERP or CRM solution?
    9. 9. Define Criteria Use the Business Case and Project Scope that you developed to define the needed criteria for your new solution Functional requirements – the “deal-breakers” Usability Budget Timeframe Technology: Cloud vs. On- Premise. Consulting partner expertise Future-proof
    10. 10. Criteria of First-time Buyers 1. Price 2. Ease of implementation 3. Ease of use 4. Fit to the business 5. Functionality 6. Compatibility with existing tech 7. Scalability 8. Partner support 9. Quality of documentation 10. Developer’s track record Criteria of Experienced Buyers 1. Partner support 2. Developer’s track record 3. Fit to the business 4. Scalability 5. Price 6. Quality of documentation 7. Functionality 8. Ease of use 9. Ease of implementation 10. Compatibility with existing tech Comparing Criteria of Experienced vs. First-time Buyers Second-time and subsequent buyers have the advantage of experience and acquired wisdom over their first-time buyer peers. Their rankings are therefore a better guide for those researching business system options.
    11. 11. Research Phase – The Long List Include industry-specific and general options Get recommendations from peers Do web research Speak to each of them Narrow down the options The first step in choosing a solution is to develop the “long list” of possible options
    12. 12. Time to engage with a consulting partner Conduct a detailed assessment of short-list vendors Conduct a high-level discussion with them Schedule a demo Research Phase – The Short List Next, narrow down the “long list” into a “short list,” by eliminating solutions that don’t have the “deal-breaker” criteria
    13. 13. What are their capabilities? How much experience do they have? From what location will they serve you? What is their implementation methodology? How will support and training be provided? Work with an expert When it’s time to engage with a consulting partner, what questions should you be asking them?
    14. 14. Lay out each Solution Option Give weighted scores to each for each criteria Get a sample on our Course site Develop a Decision Matrix Working with a Decision Matrix will help you weigh the options in a quantitative way.
    15. 15. The Test Case Acme Distribution Company Mid-sized wholesaler Expanding into global markets Using legacy systems and siloed spreadsheets Growing organically Let’s walk through building a project scope document for a sample company to help illustrate how this will benefit your company
    16. 16. Be involved in the project initiation phase where the decision making process is agreed upon Assist in the gathering of requirements Attend the Vendor Demonstrations Complete quantitative assessments of each short list solution. The Evaluation Committee What are the tasks of the Evaluation Committee?
    17. 17. Key stakeholders Evaluation Team – Key Project Stakeholders Joe Jones, ControllerBob Robinson, COO Jane Smith, Operations Manager Executive Sponsor Bill Williams, IT Manager
    18. 18. Evaluation Team – Representatives of User Groups All impacted team members should be involved!
    19. 19. Put some structure around the evaluation process with: Defined criteria A long list that becomes a short list A decision matrix An inclusive evaluation committee Objective outside assistance In summary…
    20. 20. Resources for today’s class Available on http://info.blytheco.com/replatform-resources Decision Matrix Template Copy of this presentation Resources from previous classes
    21. 21. Next Classes… Cloud vs. On-Premise Wednesday, Sept 3 Know Your Payment Options Wednesday, Sept 24

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