system-it

Business System/ERP

For companies to remain highly competitive today requires quick access to data that can be transformed into useful information to make smart business decisions. Customer Relationship Management (CRM), Enterprise Resource Planning (ERP) Warehouse Management Systems (WMS) are three examples of technology utilized to gain end-to-end visibility of an organization.

 

Selecting and implementing a new system can become one of the most resource-intensive decisions a company will undertake and we have all heard the stories of how bad they can get. With espi you can rely on a proven evaluation methodology based on your business processes to easily define your needs and identify the vendors best suited to provide a solution for the future. Our clients have benefited though this method to reduce evaluation time, resources and overall software and implementation costs.

 

Related case studies

Making the Right Decision – Orbel ERP Selection

precision_metal CHALLENGE Orbel was using an ERP system installed in 2006 and up to date with the latest releases. The system had an estimating component and CRM however they were not robust enough for the needs of Orbel and additional software packages were purchased. These packages, as well as others used, did not communicate to the ERP system making it di˜cult to have end-to-end visibility. Accurate reporting was also a question based on the various systems. Looking at the projected growth and direction the company wanted to move in the question arose “Will this ERP system suit our needs or is there another package that will help us reach our goals?”   SOLUTION espi was selected to help Orbel analyze the business processes and evaluate the current ERP system. At this time a gap analysis was conducted identifying the areas within the current system that did not support the business and if these were options available by the ERP vendor. It was determined that some areas could be addressed through the existing software however other areas would not be addressed and some future goals were not an option. It was at this time that espi began to compile a list of potential ERP systems that would provide the support Orbel was looking for.   PROCESS espi began the project by establishing an understanding of all facets of the Orbel business processes. All facets targeted under the ERP scope were included: Marketing, Sales, Engineering, and Quoting (Customer Relationship Management); Order Management, Scheduling, Purchasing, Production Control, Shipping, Billing, and Payables (Order to Cash and Procure to Pay). Master Data was reviewed and sampled to support realistic scenarios by candidate software vendors as well as a starting point towards defining appropriate controls and configuration in the new system.This was done through a coordinated effort outlined by espi, to include the Orbel executive team and their subject matter experts. espi also conducted an analysis of market growth strategy Orbel was planning; and what the potential influence factors were regarding a final solution.   Activities and topics during the assessment phase:
    • Define key stakeholders and participants in the selection process
    • Agree upon project timelines and key milestones.
    • Define scope, including users, modules, locations, level of customization/centralization and potential solution structure.
    • Conduct process reviews and future state definition with key stakeholders and participants.
    • Establish initial opportunities for improvement expected to be brought about as a result of the new system introduction.
    • Communication with the user base to create initial awareness and project support
    • Explore ERP options / List priorities as they relate to each option:
      • Best-of-Breed
      • Hybrid
      • Mixture of options
    • Hosting strategy
      • Software as a Service
      • On-premise
      • Combination
    • ERP Vendor Evaluation and Software Selection Activities
      • Develop requests for proposals for software implementation, integration and consulting services
      • Create “demo scripts” for vendors to present to the team
      • 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
      • 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
  These steps in our process ensure that the client receives a balanced and neutral view of key attributes, functionality, strengths and limitations of vendor products to help the project team identify the best-fit software option.   From a field of nearly 100 potentially viable ERP solutions, espi narrowed the final list to four (4) offerings which were chosen for further evaluation and demonstration. espi constructed vendor scripts and scorecards for use by the Orbel selection team during the demonstrations. Results of these product evaluations reduced the arena to two final contenders.  
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