A presentation outlining the key points to consider before beginning your ERP system implementation.

1. ERP Ready?
Cathie Metcalfe

2. ERP Ready?
Does your whole organisation understand what
ERP is and what it will do for your business?

3. What is ERP?
Blue
R=0
Does your whole team know what ERP is? G=56
Enterprise Resource Planning B=117
By the mid–1990s ERP systems addressed all core
functions of an enterprise. Green
R=0
An integrated system that operates in real time.
G=171
A common database, which supports all applications.
B=103
A consistent look and feel throughout each module.

4. ERP: Benefits
Blue
R=0
The most common benefits:
G=56
Real time business information B=117
Improved business reporting to support better decision
making Green
R=0
Better stock control and warehousing functionality
G=171
Improved visibility and shorter planning timescales
B=103
Faster quote to invoice sales cycle
Improved purchasing control
Accurate production cost collection

5. What to do?
Blue
R=0
Make sure everyone in the organisation understands
G=56
what ERP is B=117
Make sure everyone is clear on the benefits the ERP
project needs to deliver Green
R=0
G=171
B=103

6. ERP Ready?
Do people understand the concept of integration
and the role data has to play?

7. ERP: Integration
Blue
R=0
Every transaction is part of a chain, every users action
G=56
impact on the next user B=117
All transactions impact the general ledger
Green
Incorrect forecast input leads to too much or too little
stock to fulfil customer demand R=0
G=171
The wrong date on a sales order line leads to the product
B=103
not being made on time
The wrong item being receipted into stock leads to
incorrect stock valuation and also leads to the wrong
items being purchased, resulting in stock outs.

8. ERP: Data
Blue
R=0
Data can be classified as:
G=56
Base: analysis codes, classifications, data types, B=117
warehouses, bin locations, machines, operations etc
Master (or static): customers, stock codes, suppliers, Bills
Green
of Materials, Routes R=0
G=171
Where master data relies on base data being correctly created
and may also rely on other master data B=103
Transactions (or dynamic): sales orders, purchase orders,
production orders, warehouse orders
Where transactional data relies on master data being correctly
created and may also rely on other transactional data

9. What to do?
Blue
R=0
Ensure each user understands their ERP Customers
G=56
Who will use the data they create B=117
Who is next in the “transaction” chain
Explain the implications of “getting it wrong” Green
R=0
Train people in the “theory of ERP” before you show
G=171
them a system screen B=103

10. ERP Ready?
Is there a focus on the key business processes and
are those processes structured to give you the
reporting you need?

11. ERP: Process
Blue
R=0
The first step is to document the main business
G=56
processes B=117
Not what is supposed to happen, but what actually
happens Green
R=0
Understand which processes add value and which need
G=171
to be eliminated
B=103
Document the link between the process and the
required management reports

12. ERP: Reporting
Blue
R=0
What reports are required to run the business?
G=56
What reports are required to add value to theB=117
business
over and above the ones required to just run the
business? Green
R=0
Document them all and understand the difference
G=171
Assign someone on the project team with theB=103
sole
responsibility for reporting
Communicate to everyone how transactions and data
impact these business critical reports

13. What to do?
Blue
R=0
Get a business analyst to help you define the business
G=56
process – it’s a worthwhile investment B=117
Document and communicate reporting requirements
Including the data and transactions needed toGreen the
support
reports R=0
G=171
B=103

14. ERP Ready?
Do the project team have the right skills and time
to implement ERP?

15. ERP: The Implementation Team
Blue
R=0
Select people with the right skills, not a specific job title
G=56
Give the project team the right training and knowledge
B=117
The benefits ERP will bring your organisation
Concepts of ERP Green
R=0
ERP implementation methodology
G=171
Lastly, ERP system training B=103
Empower the team to make decisions
Free up enough of the team’s time

16. Summary
Blue
R=0
To get yourself ERP ready:
G=56
Explain ERP concepts and benefits to your whole
B=117
organisation
Make sure people understand their “ERP customer”
Green
Understand your processes R=0
Focus on reporting G=171
B=103
Educate, empower and resource your ERP Project Team

17. ERP Ready?
Now you are ERP Ready

18. Who is Cathie Metcalfe?
Blue
R=0
Operations Director at K3 Syspro
G=56
ERP project manager & business consultant for over 10
B=117
years
Green
Customer first approach
R=0
G=171
B=103