表纸
市场调查报告书

ERP解决方案的选择与引进

Select and Implement an ERP Solution

出版商 Info-Tech Research Group 商品编码 603306
出版日期 内容资讯 英文 166 Pages
商品交期: 最快1-2个工作天内
价格
ERP解决方案的选择与引进 Select and Implement an ERP Solution
出版日期: 2017年07月17日内容资讯: 英文 166 Pages
简介

本报告提供各种所需的工具,便于引进Enterprise Resource Planning(ERP)解决方案的准备、选择及配备作业。

本报告作用在于支援ERP的选择与引进,除了3阶段的引进计画,还附加高实用性的工具和范本。

第1阶段:整合ERP专案的开始与要求

  • 掌握ERP市场情况
  • 透过ERP评估适合选择ERP的组织与专案的准备情况
  • 藉由重新审视ERP专案路线图打造选择及引进ERP的专案
  • 配合市场运用实例制作组织运用实例市场
  • ERP相关要求的整合、优先顺序的设定与文书化
  • 制作ERP专案提案委托书

第2阶段:选择ERP解决方案

  • 以第1阶段制作的运用实例为基础,评估ERP市场的主要企业及参与企业
  • ERP供应商相关资讯的考量与分析
  • 基于与自身组织的适合度缩小ERP供应商的范围
  • 向缩小范围后的供应商寄送提案委托书
  • 评估供应商的应对、制作供应商的模拟大纲
  • 对供应商的模拟评分,最后选择要引进的产品

第3阶段:策画ERP引进计画

  • 制作引进ERP的路线图与资源调配计画
  • 制作与ERP流程再设计、系统工作流程、整合地图、用户角色相关的设计图
  • 制作便于沟通与管理变更的综合计划
  • ERP治理结构及角色、责任的明确化
  • 制定专案与实绩的评价基准,以利评估成果与追踪
目录
Product Code: 81224

ERP projects were never easy, but they are only getting more complex with maturing market offerings, increasingly blended on-premises and cloud environments, and growing customer expectations for what ERP should include.

Much of the process of identifying an appropriate vendor is not about the vendor at all, but rather about understanding the range and depth of internal capability needs. The range can speak to the extensibility of a solution platform and the depth is its ability to satisfy industry-specific or "unique" requirements.

Likewise, the right partner can make or break an implementation (and shorten the sponsor's tenure at the organization), so evaluating the approach is sometimes just as critical.

It doesn't have to be easy to be manageable. Info-Tech provides the necessary tools to prepare, select, and begin to deploy ERP.

Use this blueprint to support your ERP selection and implementation. Three phases are presented in the blueprint and are accompanied with practical tools and templates:

Phase 1: Launch the ERP Project and Collect Requirements:

  • Understand the ERP market space.
  • Assess organizational and project readiness for ERP selection.
  • Structure ERP selection and implementation project by refining your ERP roadmap.
  • Align organizational use-case fit with market use cases.
  • Collect, prioritize, and document ERP requirements.
  • Create the ERP request for proposal.

Phase 2: Select an ERP Solution

  • Review ERP market leaders and players within your aligned use case.
  • Review ERP vendor profiles and analysis.
  • Short-list ERP vendors based on organizational fit.
  • Submit RFP to short-listed vendors.
  • Evaluate vendor responses and develop vendor demonstration scripts.
  • Score vendor demonstrations and select the final product.

Phase 3: Plan Your ERP Implementation

  • Develop an ERP implementation roadmap and resourcing plan.
  • Re-engineer ERP processes and design system workflows, integration map, and user roles.
  • Create a comprehensive communication and change management plan.
  • Establish an ERP governance structure along with roles and responsibilities.
  • Determine project and performance metrics to measure and track success.

This research is designed for:

  • IT team tasked with exploring the ERP vendor market and making solution recommendations.
  • Business units going into the selection or early implementation phases of an ERP project.
  • Organizations looking to deploy ERP for the first time, replace their entire ERP, or modify a component of their ERP.

This research will help you:

  • Understand the ERP market of today, specific to product-centric and service-centric ERP use-case scenarios.
  • Follow best practices to prepare for and execute on selection, including requirements gathering and vendor evaluation.
  • Structure the implementation stage of your project with ERP-specific considerations in mind.

The blueprint includes a full report to take you through each phase of the ERP selection and implementation. The blueprint also includes the following tools and templates to get your team to action quickly:

  • ERP Readiness Assessment Checklist (doc.)
  • ERP Strategy Roadmap Tool (xlsx)
  • ERP Requirements Picklist Tool (xlsx)
  • ERP Request for Proposal Template (doc.)
  • ERP Vendor Response Template (doc.)
  • ERP Vendor Demonstration Script (doc.)
  • ERP Request for Proposal and Demonstration Scoring Tool (xlsx)

Executive Summary

Situation:

Selecting and implementing an ERP is one of the most expensive and time-consuming technology transformation an organization can undertake. ERP projects are notorious for time and budget overruns, with only a margin of the anticipated benefits being realized. The risk of making the wrong technology selection or failing to plan for an ERP implementation has significant - and possibly career-ending - implications.

Complication:

  • The ERP technology market is so vast that it becomes nearly impossible to know where to start or how to differentiate between vendors and products.
  • Organizations rarely have sufficient internal resources to power an ERP implementation project, forcing them to turn to external partnerships.
  • ERP projects are multi-year commitments and sufficient planning needs to be done upfront to ensure milestones are reached and end benefits are realized.

Resolution:

  • Leverage Info-Tech's comprehensive three-phase approach to ERP selection projects, assessing your organization's preparedness to go into the selection stage, moving through technology selection, and preparing for ERP implementation.
  • Conduct an ERP project preparedness assessment as a means to ensure you maximize the value of your time, effort, and spend.
  • Build a phased roadmap to document decision making, resourcing considerations, and milestone stage gates, and promote traceability.
  • Determine what use case your organization fits into, and review the relevant vendor landscape, common capability, and areas of product differentiation. Review Info-Tech's market analysis to short-list vendors for your RFP process.
  • Take advantage of traceable and auditable selection tools to run an effective demonstration evaluation and selection process. Be prepared to answer the retroactive question, "why this ERP?", with documentation of your selection process and outputs.
  • Use Info-Tech's ERP implementation framework to kick-start the planning for your ERP implementation project.