Plan your ERP programme
Define process ownership, migration scope and business acceptance before comparing platforms.
Read the guide ↓Practical perspectives on enterprise systems, connected operations and digital delivery. Start with the business problem, then evaluate the technology.
Define process ownership, migration scope and business acceptance before comparing platforms.
Read the guide ↓Start with a repeatable workflow, visible exceptions and a measurable baseline.
Read the guide ↓Work backwards from an operational decision to trusted data, ownership and reporting.
Read the guide ↓Identify the operations that need to improve, their owners and the decisions currently delayed by disconnected information. Describe the target process before preparing a feature list.
List legal entities, sites, currencies, users and business processes. Separate launch requirements from later phases. Record integrations, reporting needs and local responsibilities.
Assign data owners, decide which history is required and plan reconciliation. Define realistic business scenarios for user acceptance, including exceptions, approvals and month-end activities.
Include training, support ownership, cutover readiness and a stabilisation period. Evaluate proposals against the same written scope and assumptions.
Pick a repeatable process with a clear start, finish and accountable owner. Document normal cases and the exceptions that require human judgement.
Record handling time, rework, volume and queue delays. Keep the measurement period and calculation method consistent so a later comparison is meaningful.
Define access, approvals, failure notifications, audit records and a manual recovery route. Keep sensitive actions subject to appropriate review.
Agree the pilot acceptance criteria before building. Expand only after operational users confirm the workflow, exception handling and support arrangements.
Identify the action the report should support: replenishing stock, investigating overdue orders, allocating capacity or reviewing cash exposure. Define who acts and when.
Document each measure, data source, owner and refresh requirement. Reconcile conflicting definitions before adding more dashboard views.
Design views around priorities and drill-down paths. Give users enough context to understand the signal and identify the next action.
Assign responsibility for data quality and access reviews. Revisit the measures with operational teams as the business process changes.
Tell us about your current systems, operational challenges and intended outcomes. We will help define a practical scope and the right next step.
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