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Agenda for the ERP/CRM Success Masterclass

1. Introduction and context

  • Goals, agenda and logistics
  • What is the most effective mindset for today?

2. What is your strategy?

  1. What are the most important trends in your markets today and in the next 5 years?
  2. What do your current and future customers expect from you and your organisation in the near future?
  3. What is your current situation and what have you learned from previous implementations?
  4. What is your project scope? And what is definitely out of scope?
  5. Do you aim for a 'stand-alone' ERP solution or a complete platform including ERP?
  6. Do you adapt the software to your processes and organisation or the other way around?
  7. How to best anchor the responsibilities on board level?

Break

3. The selection phase

  1. How (so not which!) to select the best vendor, the best solution set and the best implementation partner for your specific situation?
  2. How to best collect your functional requirements without the risk of large quantities of customisation?
  3. How to effectively move from your long list to the short list to your final choice?
  4. What are the do's and don'ts during the software demonstrations?
  5. Do you aspire to select just a tool? Or are you looking for partners to achieve long-term project success?
  6. How to measure the anticipated continuity in order to secure choices that thrive in the long term?
  7. How to create an effective and undisputed internal decision-making process?

Lunch break

4. The contracting phase

  1. How can you avoid the most common contracting mistakes?
  2. What is your best focus – creating business value or chasing the lowest prices?
  3. Again - what is the project scope and which things do you consciously leave out of scope?
  4. How to get clarity around the task split between yourself and your implementation partner?
  5. How do you ensure a high-quality team both at your end and at the implementation partner?
  6. What are the generic ERP project risks? And how do you limit and manage your specific risks?
  7. Your most important contract is achieving internal commitment. What is the best way to do that?

Small break

5. The implementation project

  1. What is the Why of this project? And what SMART business goals do you want to achieve?
  2. How to bring your organisation into the 'change mode' - including your own senior management?
  3. Communication is key! The do's and don'ts of your project name, project kick-off and ongoing communication
  4. How do you encourage your teams to come up with their best ideas?
  5. What can you expect from your implementation partner and what are your own responsibilities?
  6. Who in your management team will be the project sponsor and how do you prepare him/her for this important task?
  7. How to avoid scope creep and exceeding your time, money and quality budgets?

6. Conditions for success

  1. A resume in 5 steps
  2. Wrap-up and defining follow-up actions


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