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How to Purchase ERP Software and Services the Right Way - Agenda

November 15, 2012

8:00 – 9:00 
 Registration
9:00 – 9:30 
 Introductions and Course Overview
9:30 – 10:30 

 12-18 Months - What is ERP?

 
  • ERP vs. Best of Breed
  • Market Research
  • Current Trends 
10:30 – 10:45 
 Break
10:45 -12:00                          10-12 Months – Project Planning
 
  • Defining Goals
  • Project Vision
  • Determining Scope
  • Governance
12:00 – 1:00 
 Lunch
1:00 – 2:00 
 9 Months – Building the Business Case
 
  • As-Is Analiyss
  • Conducting a Needs Assessment
  • Business Process Documentation
  • Identify Improvement Opportunities
2:00 – 3:15
 7-8 Months – RFP and Requirements Development 
 
  • RFP Text
  • Requirements Definition
  • Structure of RFP Process
  • Evaluation Criteria
3:15 – 3:30 
 Break
3:30 – 4:45
 7-8 Months – RFP and Requirements Development (cont) 
4:45 – 5:00 
 Wrap Up of Day 1

 
November 16, 2012

9:00 – 10:45                   
 6 Months - Proposal Assessment
 
  • Software Features to Review
  • Implementation Approach
  • Project Management
  • Risks to Avoid
10:45 – 11:00

 Break

11:00 – 12:00 
 5 – Project Management / Planning
 
  • Time Commitments
  • Backfill
  • Identifying Subject Matter Experts
  • Participating in the Selection
12:00 – 1:00
 Lunch
1:00 – 1:45
 5 Months Software Demos / Other Due Diligence
 
  • Product Demos
  • Purpose of Demos
  • Demo Scripts
  • Site Visits / References
1:45 – 2:30
 4-5 Months - Implementation Readiness:
 
  • Data Cleansing
  • Documentation
  • Contingency Planning
  • Reference Checks
  • Staff Training
  • Back fill
  • Change Management
2:30 – 2:45
 Break
2:45 –4:00
 2-3 Months – Detailed Implementation Planning
 
  • Discovery
  • Development of Statement of Work
  • Contract Negotiations
  • Schedules
  • Interviewing the Vendor Project Team
  • Preparing the Organization
4:00 – 4:30
 1 Month – Final Details
 
  • Finalizing Contract and SOW
  • Key Terms and Conditions
  • Who to Get Involved
  • Rest
4:30 – 5:00
 Questions and Wrap Up