Leverage Technologies ERP Requirements Analysis – giving you peace of mind

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

h

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.

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:

I

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?

I

Cultural fit

There is a good fit between your organisation and the ERP partner you are considering. Have you met with the implementation team?

I

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?

I

Risk

What are the project risks – budget, timeline, data – all need to be assessed.

I

Previous experience

Has the ERP implementation partner had previous experience in your industry with similar customers?

I

Resource

What resourcing is required – from the ERP implementation partner and what internal resources are required to successfully implement?

I

ROI

What is the suggested ROI? What business benefits are likely to be derived? How should ROI be measured?

I

Budget

Do your budgetary expectations match the budgetary requirements for the solutions on your shortlist? What is included / excluded from this budget?

I

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:

E

Problem identification

Identifying issues with your current systems and business processes.

E

Discovery

Reviewing your requirements – functional, technical and business process.

E

Justification

Working on ROI, investment and resource justification.

E

Solution identification

Identifying possible solutions – based on budget, requirements, fit etc.

E

Demonstration

Demonstrations of potential ERP providers and solutions.

E

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.

An important next step in your evaluation process is the system requirements analysis

=

What is a pre-sales ERP system requirements analysis?

A pre-sales ERP system requirements analysis is a structured process used by Leverage Technologies and potential customers to identify the high-level requirements, functional gaps, budget, timeline and implementation process for a potential ERP project.

=

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:

Z

Project budget

Z

High level project plan

Z

Functional requirements document

Z

Implementation methodology

Z

Resource requirements – implementation partner and customer

Z

Project timeline

Z

Functional gap analysis

Z

Project management requirements

Z

Development requirements

Z

Hardware / infrastructure and cloud requirements

Z

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.

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:

sagex3 Leverage Technologies
sage Intacct

Our team of requirements analysis experts includes:

MYOB Advanced

James Rodda

James Rodda

Dean West

Dean West

Jeff Patch

Jeff Patch

SAP Business One

James Rodda

James Rodda

Warren Roberts

Warren Roberts

Sage X3

Pierre Fourie

Pierre Fourie

Richard Race Lyons

Richard Race Lyons

Sage Intacct:

Pierre Fourie

Pierre Fourie

Sunny Bhatia

Sunny Bhatia

If you want to reduce the risks associated with ERP implementation, contact the ERP expert team at Leverage Technologies to schedule your requirements analysis.