Panorama Consulting Group. PERFECT Fit ERP Selection Framework

Transcription

1 Panorama Consulting Group PERFECT Fit ERP Selection Framework 1

2 Goals of the meeting Meeting Goals and Agenda Help Panorama better understand the Client Address questions about Panorama s ERP selection approach Determine most appropriate scope and deliverables to be proposed by Panorama to the Client Gain comfort with Panorama, its approach, and the team Plan next steps Agenda About Panorama Consulting Define the Client s ERP Selection Project Goals Review PERFECT Fit ERP Selection Approach Questions Next Steps 2

3 About Panorama Consulting 18 Consultants Focused on ERP Business Consulting Niche consulting firm with critical mass in the ERP market We Provide Three Primary Offerings: o ERP Software Evaluation and Selection o ERP Implementation Project Management o ERP Organizational Change Management and Benefits Realization Experience with 100+ ERP packages Depth in targeted industries, including manufacturing, distribution and high-growth companies Vendor Independent and Neutral 3

4 Some of Our Clients What They Say About Us: Our ERP project would not have been nearly as successful without their assistance Panorama understands how to make ERP work for our business We are proud to award Panorama our 2007 Partnership in Business Award 4

5 Our Broad and Deep ERP Expertise Some of the 100 different ERP software packages we have evaluated and implemented for our clients 5

6 Client s ERP Selection Project Goals Improve Business Processes Identify current and future state business processes and requirements and opportunities to enable more efficient and standardized business processes Identify which ERP systems will likely meet the Client s business requirements Leverage Panorama s knowledge of various ERP solutions and experience with other clients Improve Profits Minimize the Client s long-term ERP cost and business risk Provide a framework for business benefits realization Support Business Growth Define a business and technological framework that will enable the Client s continued growth over the next several years Identify opportunities to leverage ERP to scale for growth Enable an Effective Long-term ERP Solution Create a clear roadmap to a successful ERP implementation Create stakeholder buy-in and ownership of the ERP project Provide external, independent expertise in the ERP market to the Client team 6

7 Panorama s PERFECT Fit ERP Selection Process Process Review! Environment! Requirements! Financial Analysis! Evaluation of Alternatives! Change Readiness! Tracking Benefits! Panorama s Proprietary Evalua3on Tools ERP So.ware Solu5ons Database (100+ vendors) Func5onal Fit Quan5ta5ve Gap Analysis Model 30 Point Technology Fit Assessment Online Organiza5onal and Business Readiness Assessment Business Case and Benefits Realiza5on Plan Value of Panorama Methodology Superior ERP strategic and opera5onal fit Lower business risk Op5mized total cost of ERP investment Proven tools provide accelerated approach Leverages industry experience & best prac5ces 7

8 PERFECT Fit ERP Selection Process Deliverables Process Review! Environment! Requirements! Financial Analysis! Business Process Flows & Requirements Technical Fit Industry Analysis & Vendor Viability Functional & Technical Requirements Initial Total Cost of Ownership Estimate Business Case Framework Vendor Negotiation Strategy Evaluation of Alternatives! Change Readiness! Tracking Benefits! Final Analysis and Selection Decision Report Long List RFI Short List RFP On-site Demos RFP Comparison Executive Survey Organizational Readiness Survey Business Case ROI Justification 8

9 2 Stages of a PERFECT Fit ERP Selection Process ERP Evalua5on & Ini5al Selec5on (10 12 weeks) Due Diligence & Planning (3 4 weeks) Business Process & Requirements Analysis Technical Fit Assessment Industry Analysis & Vendor Viability Preliminary Total Cost of Ownership (TCO) Analysis Organiza5onal & Business Readiness Assessment Ini3al Vendor Evalua3on & Selec3on Long list assessment Short list decision Scripted demos RFP evalua5on Func5onal assessment and gap analysis Recommenda5on Report Ini5al selec5on Vendor Nego5a5ons & Due Diligence Implementa5on Planning & Analysis Business Case & ROI Jus5fica5on Final Analysis & Decision Tradeoff analysis Implementa5on plan Final project budget ROI analysis Deployment resource plan Benefits realiza5on plan 9

10 Benefits of Panorama s PERFECT Fit Approach Reduces business risk Expertise and process ensures the right functional fit between the Client and selected ERP solution Injects sense of reality into vendor evaluation and implementation planning process Reduces implementation cost Investment in an effective evaluation and selection process saves money later Our negotiation results typically exceed the cost of our selection fees Establishes foundation for optimized ERP results ERP benefits realization Include ERP success factors in selection and implementation planning process 10

11 11 Questions and Next Steps