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ERP Selection and
Planning
Learn how to select and plan for the right ERP system that meets your
business needs and goals.
Sean Olabode Badiru
Identifying Business Needs and Requirements
Workflow Analysis
Assess the current workflow and
identify inefficiencies and pain
points.
Functional Analysis
Identify and document the
functional requirements needed to
support the business.
Technical Analysis
Evaluate existing IT infrastructure
and identify technical requirements
for the ERP system.
Licensing Requirements
Identify licensing requirements that fit your budget and avoid unnecessary expenses.
Vendor Evaluation Process
Create Vendor Shortlist
Research and identify potential ERP
vendors that fulfill your requirements.
Request for Proposal
Send out a detailed request for proposal
that includes your specifications and
expectations.
Vendor Selection
Select the vendor based on proposals
and value provided.
ERP Implementation Planning
1 Project Manager and Team
Assign a project manager and team members to
oversee the implementation project.
2
Project Plan
Develop a project plan that includes timelines and
milestones. 3 Data Migration Plan
Develop a data migration plan to ensure accuracy
and completeness of data.
4
User Training Plan
Create a training plan to ensure effective adoption
and usage of the new system.
Cost-Benefit Analysis for ERP Implementation
Implementation Costs Hardware, software, customization, data migration,
training, consulting, project management.
Operational Cost Savings Improved workflow, increased productivity, better customer
service, reduced inventory, improved cash flow.
Intangible Benefits Better decision-making, improved internal communication,
increased collaboration.
Project ROI Calculate project ROI based on implementation and
operational costs.
Establishing Project Goals, Scope, and Resource
Requirements
1 Project Goals
Define the goals of the ERP
implementation project and align
them with business objectives.
2 Project Scope
Define the project scope and
identify any limitations, risks, or
challenges.
3 Resource Requirements
Identify and allocate resources
needed for project success, such
as staff, budget, and time.
Sean Bode Badiru
bodebadiru

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ERP Selection and Planning

  • 1. ERP Selection and Planning Learn how to select and plan for the right ERP system that meets your business needs and goals. Sean Olabode Badiru
  • 2. Identifying Business Needs and Requirements Workflow Analysis Assess the current workflow and identify inefficiencies and pain points. Functional Analysis Identify and document the functional requirements needed to support the business. Technical Analysis Evaluate existing IT infrastructure and identify technical requirements for the ERP system. Licensing Requirements Identify licensing requirements that fit your budget and avoid unnecessary expenses.
  • 3. Vendor Evaluation Process Create Vendor Shortlist Research and identify potential ERP vendors that fulfill your requirements. Request for Proposal Send out a detailed request for proposal that includes your specifications and expectations. Vendor Selection Select the vendor based on proposals and value provided.
  • 4. ERP Implementation Planning 1 Project Manager and Team Assign a project manager and team members to oversee the implementation project. 2 Project Plan Develop a project plan that includes timelines and milestones. 3 Data Migration Plan Develop a data migration plan to ensure accuracy and completeness of data. 4 User Training Plan Create a training plan to ensure effective adoption and usage of the new system.
  • 5. Cost-Benefit Analysis for ERP Implementation Implementation Costs Hardware, software, customization, data migration, training, consulting, project management. Operational Cost Savings Improved workflow, increased productivity, better customer service, reduced inventory, improved cash flow. Intangible Benefits Better decision-making, improved internal communication, increased collaboration. Project ROI Calculate project ROI based on implementation and operational costs.
  • 6. Establishing Project Goals, Scope, and Resource Requirements 1 Project Goals Define the goals of the ERP implementation project and align them with business objectives. 2 Project Scope Define the project scope and identify any limitations, risks, or challenges. 3 Resource Requirements Identify and allocate resources needed for project success, such as staff, budget, and time.