Overview of Panorama\'s ERP selection approach and ERP software selection process and methodology.

1. Panorama Consul,ng Group
PERFECT Fit® ERP Selec,on Framework
July 2008
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2. About Panorama Consul,ng
18 Consultants, All Focused on ERP Business Consul,ng
•
Niche consul,ng firm with cri,cal mass in the ERP market
•
Experience with 70 ERP packages
•
Depth in targeted industries, including manufacturing,
•
distribu,on, supply chain, and high‐growth companies
• Vendor Independent and Neutral
• We Provide Three Primary Offerings:
o ERP SoVware Evalua,on and Selec,on
o ERP Implementa,on Project Management
o ERP Organiza,onal Change Management and Benefits Realiza,on
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3. Some of Our Clients
What They Say About Us:
“Our ERP project would not have been nearly as successful without their assistance”
“Panorama understands how to make ERP work for our business”
“We are proud to award Panorama our 2007 Partnership in Business Award”
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4. Our Broad and Deep ERP Exper,se
Some of the 70 different ERP software packages we have evaluated and
implemented for our clients
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5. Panorama’s PERFECT Fit® ERP Selec,on Process Elements
Process Financial
Environment! Requirements!
Review! Analysis!
Evaluation of Change Tracking
Alternatives! Readiness! Benefits!
Panorama’s Proprietary Evalua3on Tools Value of Panorama Methodology
• ERP SoVware Solu,ons Database (60+ vendors) • Superior ERP strategic and opera,onal fit
• Func,onal Fit Quan,ta,ve Gap Analysis Model • Lower business risk
• 26‐Point Technology Fit Assessment • Op,mized total cost of ERP investment
• Online Organiza,onal and Business Readiness Assessment • Proven tools provide accelerated approach
• Business Case and Benefits Realiza,on Plan • Leverages industry experience & best prac,ces
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6. PERFECT Fit® ERP Selec,on Process Deliverables
Process Financial
Environment! Requirements!
Review! Analysis!
• Business Process • Technical Fit • Functional & • Initial Total Cost of
Flows & Requirements • Industry Analysis & Technical Requirements Ownership Estimate
Vendor Viability • Business Case
Framework
Final Analysis and
Evaluation of Change Tracking
Selection Decision
Alternatives! Readiness! Benefits!
Report
• Executive Survey • Business Case
• Long List – RFI
• Organizational Readiness • ROI Justification
• Short List – RFP
Survey
• On-site Demos
• RFP Comparison
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7. 2 Stages of a PERFECT Fit® ERP Selec,on Process
ERP Evalua,on & Ini,al Selec,on Due Diligence & Planning
(10‐12 weeks) (3‐4 weeks)
Business Process &
Vendor
Requirements Analysis
Nego,a,ons &
Ini3al Vendor Due Diligence Final
Evalua3on &
Technical Fit Assessment
Analysis &
Selec3on Decision
• Long‐list assessment
• Tradeoff analysis
• Short‐list decision Implementa,on • Implementa,on
Industry Analysis & • Scripted demos
Planning & plan
Vendor Viability • RFP evalua,on
• Final project
Analysis
• Func,onal assessment
budget
and gap analysis
• ROI analysis
• Recommenda,on
• Deployment
Preliminary Total Cost of Report
resource plan
Ownership (TCO) Analysis • Ini,al selec,on
• Benefits
realiza,on plan
Business Case &
ROI Jus,fica,on
Organiza,onal & Business
Readiness Assessment
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8. Panorama’s ERP Business Benefits Realiza,on Methodology
Successful ERP implementa2ons
accomplish three key goals:
Business 1. Implement on‐,me and on budget
2. Minimize business risk & disrup,on
Benefits
throughout implementa,on
3. Maximize measurable business
benefits aVer go‐live
Repor3ng & Metrics
OCM & Training
Business Controls & Compliance
System Simula3on & Tes3ng
Technical & Data Migra3on
As‐Is Vs. To‐Be Process Gap Analysis
Detailed Business Processes and Workflows
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9. Ques,ons?
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