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astorrs wrote: If you are responsible for implementing a piece of your companies ERP system, it is absolutely essential that you involve key individuals from the business who can help you evaluate the various products/options and what will/will not work for your company. Many ERP implementations come in way over budget (due to changes required post-implementation to fix things that were missed earlier) or fail miserably because of insufficient time spent in the planning stage. A few questions: How large is this company? Do you have any experience in business analysis (i.e., gathering user requirements, documenting business processes, etc)? Are you being asked to select the solution, or has one already been chosen and you are being asked to implement it? Is there a consultant/vendor involved?
astorrs wrote: It sounds like you guys aren't planning on doing an RFP for this, so here is how I would approach it: Create a small team consisting of yourself and 2 individuals familiar with the current inventory/warehouse processes in use at your company (they should be somewhat senior, say a supervisor in the warehouse - not a recent hire! - but still have hands on familiarity with the process). Sit down with them for an day/afternoon and jointly compile a list of requirements in a matrix format. Determine which are the "must" haves (aka deal breakers), "should" haves, "would be nice to" haves, etc in any solution. Then plot the products you have identified to see how they fit into that matrix. Compile a list of questions you can't answer on your own and contact the vendor/reseller with them and have them respond to each. Make sure to make notes about how each solution does or doesn't match a piece of criteria if its not a simple Yes/No. For example, if one of the criteria rows is "Supports inventory/product numbers in the following 11 digit format: AAAAnnnnnnn" (4 letters followed by 7 numbers)" These might be some of the answers (in the columns): Product A: No, only supports 12 digit numeric only Product B: Yes, fully supported Product C: No, supports 11 digit alpha-numeric The importance of this detail is when evaluating them as a whole solution you may see that product A is really the best fit in most areas but doesn't meet that one key requirement. Since your team has the "why" it doesn't work at their fingertips, you may decide it is better to choose "A" and switch to a 12 digit numeric code. Once you have mapped out the matrix, recall your team and review it with them, especially any of the things you were unsure about. See if you can form a consensus about one of the solutions and what you all see as the problems (if any) with that solution. If you can't reach a consensus or none seems like a good fit, you may need to evalulate additional products. Once you are all in agreement, either write up your recommendation (and the "why") in a memo /short brief to the GM or do a quick 30-60 minute presentation as to why you're picking that one. Get buy in from him then move onto the design/piloting stage. If your having trouble getting buy in to pull these key users away from "real work" to plan with you, remind your GM that making poor choices in the planning stage of this could have serious impact on your companies ability to inventory and ship product in the future. If the people involved in choosing the solution don't understand the processes as they exist now, the company may be forced to change its business processes to accommodate the software (change to business processes is not a bad thing, but it's always disruptive and should be planned so as to benefit not detract). A couple of days of their time now could equal weeks saved in post-implementation problems. As for training in how the business works, that's always a good thing for IT - in fact, it should be required. Michael Keen (a colleague of mine and well respected IT architect) wrote a good article over the weekend on exactly this: http://www.brianmadden.com/blog/MichaelKeen/Get-to-ITBusiness-alignment-to-ITBusiness-integration I hope that all makes sense. Andrew
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