GFOA of the US & Canada - How to Purchase ERP Software and Services the Right Way

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