If it’s your very first experience at an ERP Discovery Day, It’s good to be prepared before you visit, to get the best out of your time there.
To be prepared before meeting ERP system providers, thoroughly assess your business needs and pain points, clearly define your required functionalities, identify key decision-makers, research potential vendors, create a list of questions to ask, and understand your budget constraints, ensuring you can effectively evaluate each provider’s solution against your specific requirements.
Key steps to prepare:
Identify business needs and pain points.
Conduct a comprehensive analysis of your current business processes, identifying areas where efficiency can be improved and key problems that an ERP system could address.
Define functional requirements.
Clearly outline the specific features and functionalities you need from an ERP system, including modules like accounting, inventory management, sales, customer relationship management (CRM), and project management.
Assemble a selection team.
Choose a diverse team representing different departments that will be impacted by the ERP system, including key decision-makers, users, and IT personnel.
Set a budget.
Determine your budget range for the ERP system, considering both the initial purchase cost and ongoing maintenance fees.
Research potential vendors.
Identify reputable ERP providers in your industry, reviewing their product offerings, customer reviews, case studies, and industry expertise.
Develop a list of questions.
Create a detailed list of questions to ask each vendor during meetings, covering aspects like features, scalability, integration capabilities, implementation process, support services, and pricing.
Evaluate existing systems.
Assess how your current systems and data can be integrated with a new ERP system, including data migration considerations.
Consider cloud-based options.
Explore the benefits of cloud-based ERP systems, including accessibility, scalability, and reduced IT infrastructure needs.
Prioritise scalability.
Ensure the chosen ERP system can accommodate future growth and evolving business needs.
Prepare data for demonstration.
Gather relevant data samples from your current systems to demonstrate how the ERP would function in your specific context.
If you have any more questions about the ERP Discovery Day, please visit our itSHOWCASE page, where we have lots of information – or please contact us where we can answer your queries.
