Understand Business Process & opportunities for Improvement

Do your current business processes decrease efficiency and productivity?
Are they in place to make up for inefficiencies in the ERP system?
Have they been dictated by the system because of lack of functionality?
Have your business requirements changed over the years making the reasons you selected your current system no longer valid?

Have users created many sidebar and workaround systems outside the ERP?
Define requirements (especially unique) – accounting is Accounting is Accounting

functional
integration
training
deployment
vendor support

Prioritize requirements
Define measurement of success – near- & long-term
Project manage – budget / scope / timelines
Create multi-disciplinary team with ownership
Manage risks
Identify potential solutions & VARs
Issue RFP
Demos – provide “day in the life”
References (S/W and VAR)
Determine TCO
Choose / Negotiate / Implement

and then the fun begins…….

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