Work Plan
In order to achieve the stated objectives of an ERP system selection mandate, LYA performs the following steps:
- Meet with senior management and key personnel to perform a cursory review of the
- current information technology platform (i.e. hardware, software and connectivity)
- related business processes
- historical, current and projected problems and concerns
- Perform a cursory assessment of the skills, roles and responsibilities of the individuals interviewed in step one above.
- Evaluate the current information and work flow infrastructure and identify specific weaknesses &/or opportunities for improvement.
- Pinpoint at a cursory level the sources of the current operational deficiencies, and develop potential solutions to improve overall productivity and transactional efficiency and accuracy.
- Discuss and refine the potential solutions with senior management and key business process owners to gain endorsement and support.
- Determine the impact of each potential solution, including the resources required to implement each solution.
- Document our findings and recommendations in an RFP document and submit it to senior management for final approval.
- Identify prospective vendors who can provide appropriate ERP system software and related implementation and ongoing support services which will satisfy the client’s needs as stated in the RFP
- Send the RFP document on the client’s behalf to the prospective vendors identified in step eight above.
- Review each proposal received and generate a detailed and comparative analysis for all vendors that responded to the RFP.
- Provide software demonstration script guidelines and assistance.
- Attend and provide commentary on each vendor's software demonstration.
- Assist the client in the selection of the chosen vendor.
- Review and negotiate the contract to be executed with the chosen vendor for software, related professional services and maintenance fees.
