- We focus on the business needs through active collaboration with key stakeholders that discovers the critical needs then through gap analysis that aligns your requirements with the best option for meeting your specific industry needs.
- We take the time to get to know your organization, understand your operational model, get to know your people and find the right fit for your organization.
- We provide full lifecycle, 360-degree ERP consulting services so you benefit from our hands-on implementation and organizational change experience, resulting in a more informed and practical decision.
- We research and document your unique organizational needs to help find the best option for meeting your specific industry requirements.
- We ensure that your organization follows a proven decision making methodology in the selection process that will lead to a sound ERP selection decision.
- We focus on helping you improve your business process and performance addressing the critical needs while concentrating on key departments in your overall organizational business processes that will positively impact of your organizational results.
- We staff our selection team with advisory consultants who are ERP solution and industry experts. They use in depth, first-hand knowledge to guide you in business processes discovery that aligns with your organization that can result in the organizational and competitive advantage from your investment in a new ERP solution.
- We streamline your selection process, saving you time and money.
- Mission statement
- Leadership guidance and intent
- Basic philosophy, core values or cultural features
- Time Allocations
- Goals and objectives
- Risk assessment
- Performance criteria
- Important decision making rules
- Ethical standards of all employees
- Scope assessment
- Business process maps design
- Business standards and procedures review
- High level requirements
- Infrastructure review
- Gap analysis
- Constraint controls
- Risk management
Project Planning and Strategic Planning
- Definition key stakeholders, roles and participants in the selection process
- Decision making authorizations
- Agreed upon project timelines and key milestones
- Definition of scope, including users, modules, locations, integrations, level of customization, data migration
- Conduct kick-off meeting and project overview with key stakeholders and participants
- Establish initial communication plan
- Reviewing existing business and technical documentation
- Establish an ERP project governance structure to guide the evaluation process, team, scope, and deliverables
- Establish initial organizational change management plan
- Establish risk management mitigation plan
- Establish governance plan
- Establish a project management site for information sharing and project management
System Inventory Assessment
This task will identify the information architecture and existing systems currently in place to support IT functions within the organization. EIS will begin with an Ecosystem scan starting from the Outside to the Inside ensuring that all aspects of security and risks are discovered first as we continue with a deep review of existing systems status, role, usage, compliance, usage patterns and adherence to industry standards.
Data Optimization Assessment
- Measurement of performance demand as it relates to existing platform and processing infrastructure (e.g., need for real-time or just-in time data)
- Analysis of data types and data models; consider benefits of breaking down information into more granular data, using data-neutral models to improve data flexibility and query/processing times;
- Evaluation of performance issues with regard to expanding automated processes, decreasing query processing times, reducing transcription errors
- Alignment of organizational members to ensure the right business and IT people are in the right roles to get the most out of the data management investment
- Processes and procedures to implement and deploy applications to meet time-to-market goals
- Consolidation of runaway datamarts and one-off reporting databases
- Data retention strategies as it related to business, compliance and customer needs
- Strategic solution to data portability across solutions to reduce redundancy
- Clearly defined system of record for each piece of data
- Reduced risk: Potential risks are identified and addressed early in the implementation process.
- Higher quality: EIS consultants will help ensure that best practices for optimal performance are in place.
- Time and money saved: Architecture assessment helps prevent performance problems.
- Expert advice: You’ll have access to our solution expertise, and that will help you complete deployment faster.
- Industry, Governmental, and software compliance with versions and license management
- Concise plan that addresses interoperability, portability, and integration across platforms utilizing open and/or de-facto standard protocols, programming languages, middleware, development tools, databases, utilities, etc.
- A complete architectural analysis and assessment of your IT application, focusing on Quality of Service (QOS) parameters such as scalability, performance, interoperability, usability
Coupled with an Architecture assessment EIS can provide a focused Integration Assessment inclusive of a companywide diagnostic that is focused on the integrations opportunities that exist within an organizations ecosystem or with new solutions that are being added to the ecosystem. This assessment looks at the relative strengths and weaknesses of both the current software or new solutions based on the relative strengths and weaknesses of both packages are compared to create an integration course of action roadmap. The result will give stakeholders actionable recommendations focused on maximizing integration value and mitigating risk. This assessment is designed to support a company’s investigation and decision making process to determine the viability of acquiring solution or upgrading / customizing the current solution. Integration readiness assessment will leverage data and determines if systems/s utilizes common, standard interfaces and/or middleware having the ability to interoperate and integrate with other software without requiring custom programming or intermediate, interface-specific applications.
Once the quantitative assessments have been reached for each of the systems in the organization’s IT portfolio, we can start to prioritize which systems can or should be consolidated, upgraded or replaced. In most midsize to large organizations, there is typically “low-hanging fruit,” or systems that can have an immediate and measurable impact by being improved or replaced. In addition to identifying this low-hanging fruit, EIS will also work with the organization to prioritize the remaining systems and create a backlog of requests that will begin to enhance organizations overall IT solutions.
- Gap closing analysis describes the between the future vision and the current reality. Includes prioritization of needs that will drive the sequencing of the roadmap.
- Confirmation on consolidation, upgrade, or replacement of existing solutions
- Business case and implementation plan
- New systems integration with legacy systems
- Data consolidation and strategy
- Hardware upgrades needed to support new strategy
- Technical skills in the organization as it relates to potential changes
- Organizational change management activities to support the new plan moving forward
Business Process Management
- Long-term strategic goals and objectives, including growth targets, anticipated M&A activities, etc.
- Key performance indicators used to manage its operations
- Process pain points and opportunities for improvement
- Prioritized business requirements (the highest-priority requirements providing the evaluation criteria to identify other potential short-list candidates as appropriate)
- Most appropriate application strategy, such as level of customization, deployment option, best-of-breed vs. ERP, etc.
- Perform baseline assessment of current process and identify targets and goals for the improved process.
- Facilitate onsite and remote collection events
- Perform root cause analysis and impact analysis
- Identify and facilitate follow-up deep dive sessions needed to address and make key business decisions for the new improved process
- Gather and perform Return on Investment analysis for all improved processes; this will be included in the business case
- Develop improved future state process flows
- Document organizational change gaps and opportunities
- Define new organizational structure
- Define specific requirements and needs associated with all workflows, checklists, business logic, triggers and notifications
- Analysis of how new business processes will impact specific the organization employees, departments and workgroups
- Gain an understanding of the expected impact of the newly designed business processes on the business
- Definition of performance metrics used to measure each of the major business process areas.
- Gap analysis of future process flow against software process flow
- Identification of potential configuration and/or customization needs that will ultimately be factored into the final implementation plan and budget
- Validation of business processes and identification of exceptions with various business units, as appropriate
- Identification of regulatory requirements related to new business processes
- Identify initial test and use case scenarios for software testing
- Define Process Workbook to define and outline software design documentation
Vendor Analysis and Evaluation
- A custom develop requests for proposals “RFP” for software implementation, integration and business consulting services that align with the business needs
- Establish a weighted priority list of critical business needs that vendors will align their software functionality to
- Create “demo scripts” for vendors to present to
- Conduct preparation and discovery calls with each of the short-listed vendors to ensure they are comfortable with the client’s requirements, demo scripts and evaluation process
- Create on-line employee evaluation surveys based on the client’s specific requirements
- Facilitate vendor demonstration sessions
- Analyze software’s functional strengths and weaknesses relative to the client’s business requirements
- Create Proof of Concept environments to validate final vendor and software decisions
- Conduct an executive survey and workshop to ensure that the project’s objectives are aligned with the organization’s strategic direction
- Facilitate formal and informal communications with the organization’s employees
- Conduct an organizational and business readiness assessment to determine the largest areas of organizational resistance
- Identify lessons learned from previous software implementations’ in conjunction with the organizations’ business and IT change initiatives
- Assess employee competencies relative to recommended software skill requirements
- Address common concerns across the organization as well as location-specific concerns
- Validate feedback from surveys, asking additional questions around areas of concern
- Evaluate additional areas of potential benefit realization, such as required process changes and additional organizational management issues
- Assess the level of buy-in, alignment, and support among the organization executive team and end-user community
- Pinpoint areas and sources of potential resistance within the organization
- Conduct an initial change impact analysis based on the redesigned business processes
- Conduct an Organizational Risk Assessment
- Identify the future state organizational designs required to support the newly designed business processes
- Create or leverage a change management database and work backlog system and process
- Software licenses
- Annual maintenance
- Implementation services
- Integration charges
- Payment schedule
- Contract terms
Implementation Planning and Analysis
- Certified project management focusing on risk, scope, cost, time and resources
- Comprehensive process reengineering and workflow definition
- Incorporation of LEAN methodologies, Six Sigma and other industry-specific skillsets into the overall transformation
- Improvement of technical infrastructure
- Alignment of selected software implementation with organizational requirements
- Organizational change management, communication and training activities
- Integration between the core selected software processes, systems and stakeholders
- Definition of selected software measures of success
- Optimization of measurable benefits
- Functional and technical development and support
- Customized workshops
- Project recovery support
- On-site Boot Camp training
- Risk management and mitigation planning activities
Business Case Justification and Benefits
- Final software and implementation cost estimates, including customization, licensing, hardware upgrade, contingency and hidden costs
- Quantified business benefits, including labor, non-labor and capital benefit opportunities, as well as a benefits realization plan outlining specifically how the client will achieve those benefits
- Projected cash flow, return on investment, payback period, and rate of return for the software investment
Final Vendor Analysis and Decision
- Negotiation results
- Organizational Readiness Assessment Report
- Risk Management Plan
- Functional Tradeoff Analysis
- Initial Benefits Realization Plan