System Selection

Which technology fits your business best?

  • How do you know which technology is the right ERP solution for your business needs? Are your requirements going to be met with one technology or do you need a combination of technology systems?

  • The best way to evaluate and select ERP systems is to start with a thorough needs assessment (LBS - methodology).  The LBS framework uses key requirements that are necessary to improve business performance by working smarter, making informed decisions, and improving business processes. 

  • Using this approach, we develop a list of key requirements and functional areas to examine and determine which system can best address your business challenges and move you forward.

 
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Selection Process

Our experts and assessment tools can help you develop your specific list of key requirements, provide you with a comparison report of your needs and what other cloud-based products can offer, determine a fit and then recommend a solution. We use an unbiased process based on an ‘objective’ comparison against the requirements. We will then guide you on implementations and manage the entire project for you.

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Considerations for Selecting an ERP

  • Streamlined Business Processing

  • Dashboard reporting

  • Mobile access

  • Data cleansing/Data Migration

  • Real-time data access (Cloud-based)

  • Integrated inventory control

  • Quality Assurance

  • Materials requirement planning (MRP) 

  • Revenue Recognition (AP, AR, Financial reporting)

  • Multi-quarter forecasting

  • Streamlined Batch Emails

  • HR Capabilities – from ATS to Onboarding to HRIS

  • Marketing – monitor campaigns performance

  • Sales – monitor efforts and ROI – be able measure value of opportunity, forecast, recurring revenue

  • Contracts Monitoring – from how many opportunities are closing, working on, need signatures

  • Project Management – track a project from beginning to end

  • Tax and regulatory tracking for International Business locations (OneWorld)

  • Logistical/Manufacturing tracking

  • Website Integrations/Other software integrations

 
 
 

Example of (BRD) Business Requirement Document

  • Provide High Level Requirements for all business processes

  • Determine best systems to match those processes

  • Help select and implement ERP, CRP, 3rd Party Apps that fit company needs

Table of Contents of Business Requirements

Table of Contents of Business Requirements

 
 

3rd Party App Feature Assessments

  • Travel, Expense and Accounts Payable Automation 

  • Project Management

  • Tax Compliance 

  • Financial Reporting, Budgeting and Forecasting (FP&A)

  • Business Intelligence (Data Visualization) (BI)

  • Integration Platform as a Service (iPaaS)

  • Revenue Management  

  • Document Management and eSignature

  • Compliance 

  • Sales Performance Management including Incentive Compensation (SPM)

  • Customer Relationship Management (CRM)

  • Marketing Automation

  • Customer Support