Businesses implement enterprise systems to achieve business benefits. The challenge is that the ERP product selection and implementation process can be confusing – multiple options, processes, implementation structures and budgetary requirements all need to be considered. Let the team at Leverage Technologies help you with a requirements analysis so that you can get the most from your ERP selection and implementation investment. This will lead to a quicker ROI through:
Improved cash flow
Better customer service
Happier team members
Better decision making
Quicker quote to cash time frames
Want to know more about implementing ERP to achieve business benefits
Contact the team at Leverage Technologies to talk to an experienced ERP consultant.
Choosing the Right ERP Solution and Partner
Finalising your decision about which ERP solution to select and just as importantly, which ERP solution provider / implementation partner to select is a critical step in the implementation process and can have a substantial impact on your return on investment.
Factors that you will want to consider include:
Functional fit
Is there a high degree of functional fit for the suggested solution. What gaps are there and what 3rd party or integrated solutions are required?
Cultural fit
There is a good fit between your organisation and the ERP partner you are considering. Have you met with the implementation team?
Implementation methodology
What implementation methodology will be used and is that methodology well suited to your organisation and the structure of your project – size and complexity?
Risk
What are the project risks – budget, timeline, data – all need to be assessed.
Previous experience
Has the ERP implementation partner had previous experience in your industry with similar customers?
Resource
What resourcing is required – from the ERP implementation partner and what internal resources are required to successfully implement?
ROI
What is the suggested ROI? What business benefits are likely to be derived? How should ROI be measured?
Budget
Do your budgetary expectations match the budgetary requirements for the solutions on your shortlist? What is included / excluded from this budget?
Timeline
Are the timelines realistic? What are the risks to the planned timeline? Is the resource available to meet the current deadlines?
Your review of potential ERP solutions has most likely followed a process of:
- Problem identification: Identifying issues with your current systems and business processes.
- Discovery: Reviewing your requirements – functional, technical and business process.
- Justification: Working on ROI, investment and resource justification.
- Solution identification: Identifying possible solutions – based on budget, requirements, fit etc.
- Demonstration: Demonstrations of potential ERP providers and solutions.
- Shortlist: Creating your shortlist of potential ERP solutions.
The questions that is often asked now is – what is next? Now that you have established your shortlist of potential suppliers how do you get to the next level of detail and comfort that the solution on your shortlist is the right solution for your business? The team at Leverage Technologies has implemented ERP solutions for more than 300 customers – we know and understand the challenges associated with enterprise solutions product selection, implementation, budget and support.
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An important next step in your evaluation process is the system requirements analysis
What is the process – how does a pre-sales requirements analysis work?
The team at Leverage Technologies will want to meet with your SME’s (Subject Matter Experts) in each functional area to workshop your requirements and expected business outcomes. For example, meetings/workshops will be set up with the finance team leader to discuss financial reporting requirements, general ledger structure, costing requirements, BAS, billing, fixed assets and banking. If your business holds inventory, a workshop will be required with the warehouse manager, purchase planning manager and inventory manager to review requirements.
Requirements analysis deliverables:
The results from these workshops are used to develop a high-level system overview and requirements analysis including the following deliverables:
- Project budget
- High level project plan
- Functional requirements document
- Implementation methodology
- Resource requirements – implementation partner and customer
- Project timeline
- Functional gap analysis
- Project management requirements
- Development requirements
- Hardware / infrastructure and cloud requirements
- System integration requirements
Why is a pre-sales requirements analysis important?
The pre-sales requirements analysis will help both parties (ERP implementation partner and customer) better understand the system requirements, timelines, scope and budgets. By spending additional time on the requirements analysis, you will be able to identify any major project risks so that you can work on strategies to minimise risk and create value. The requirements analysis gives you clarity and allows you to approach your implementation with confidence.
Who should attend the requirements analysis workshops?
The customer experts in each functional area (subject matter experts) will be required to attend the sessions so that they can workshop with the Leverage Technologies team your business functional requirements.
What preparation is required?
A solutions architect expert from Leverage Technologies will manage the workshop and will be responsible for the deliverables – including a requirements analysis document. The Leverage team member will manage the workshop process and will have a lot of questions to ask. These questions will cover multiple functional questions. The customer subject matter experts simply need to be at the workshop with a high level of enthusiasm and energy to help the Leverage ERP experts explore your businesses requirements, business structure and preferred business outcomes.
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Our team of experienced systems architects
Leverage Technologies has a team of friendly, experienced consultants who want to help you choose the right ERP solution. Our team also wants to work with you to successfully implement and support your chosen enterprise solution from:
SAP Cloud ERP
Next-generation cloud ERP for midsize and global enterprises. Powerful data, deep analytics, and real-time performance across industries.
SAP Business One
A powerful, scalable ERP for SMEs and multinationals. Cloud or on-prem. Fast, flexible, and built for data, logistics, and growth.
SAP Business ByDesign
A cloud ERP built for fast-growing mid-market firms. Scales easily across finance, manufacturing, services, and more—with rapid rollout.
Sage X3
An advanced ERP solution for complex, multi-entity operations. Built for scale, compliance, and global supply chains—cloud or on-premise.
Sage Intacct
Cloud-native finance ERP for growing businesses with complex accounting needs. Ideal for multi-entity, project, and cost-centre control.
MYOB Acumatica
A modern cloud ERP for growing ANZ businesses. Real-time visibility, custom dashboards, and full control—built to scale with ease.
Our team of requirements analysis experts includes
Warren Roberts
SAP Business One, SAP Business ByDesign, SAP Cloud ERP
Pierre Fourie
Sage X3, Sage Intacct
Leo Dreyer
SAP Cloud ERP
Jeff Patch
MYOB Acumatica
Justine Gale
MYOB Acumatica
Sunny Bhatia
Sage Intacct
Andrew Casey
Sage Intacct
Catherine Guangco
SAP Business ByDesign, SAP Cloud ERP
Recognised by the top ERP Partners in Australia
Leverage Technologies is an SAP Business One and SAP Cloud ERP Gold Partner, a Sage Platinum Partner and an MYOB Acumatica Platinum Partner. Our team has won some of the most prestigious national awards as proof of our commitment to customer success.
Leverage Technologies partners with the best ERP solution providers in the world to deliver value and business benefits for our customers. In recognition of this, the team at Leverage has won over 16 partner industry awards for excellence in the ERP industry.
Schedule Your ERP Requirements Analysis Today
If you want to reduce the risks associated with ERP implementation, contact the ERP expert team at Leverage Technologies to schedule your requirements analysis.