ERP Scoping & RFP Enablement Service OfferingLance Bialas
Target Audience: CIOs and C-Suite Executives
Objective: Empower enterprises to define ERP project scope, align stakeholders, and craft a data-driven RFP to select optimal vendors for implementation, value management, and solutions.
Overview of Service Phases
Discovery & Strategic Alignment:
Objective: Establish project vision and align with enterprise goals.
Activities:
Conduct executive workshops with CIO, CFO, and key stakeholders to define strategic priorities (e.g., cost reduction, scalability, digital transformation).
Assess current ERP landscape, legacy systems, and pain points (e.g., inefficiencies, data silos).
Identify key business drivers (e.g., revenue growth, compliance, operational agility).
Deliverable: Strategic Alignment Report outlining goals, risks, and success metrics.
2. Business Case Development:
Objective: Justify ERP investment with quantifiable benefits and risks.
Activities:
Build a tailored business case, including ROI/TCO analysis (e.g., 20% cost savings over 3 years, 15% productivity gain).
Quantify qualitative benefits (e.g., improved decision-making, customer satisfaction).
Highlight risks of inaction (e.g., competitive lag, system obsolescence).
Deliverable: Executive Business Case Presentation with financial models and strategic rationale for C-suite approval.
3. Scope Definition & Requirements Gathering
Objective: Define project size, complexity, and functional needs.
Activities:
Map core processes (e.g., finance, supply chain, HR) to ERP capabilities.
Identify integration needs (e.g., CRM, BI tools) and data migration scope.
Estimate project scale (e.g., users, locations, modules) and timeline (e.g., 12-18 months).
Prioritize must-have vs. nice-to-have features with stakeholder input.
Deliverable: Detailed Scope Document with requirements matrix and sizing estimates.
4. Vendor Role Specification
Objective: Clarify vendor responsibilities to streamline RFP creation.
Activities:
Define criteria for:
Implementation Services Vendor: Expertise in change management, technical deployment, and training (e.g., 10+ years in ERP rollouts).
Value Management Vendor: Proven ability to track ROI and optimize post-go-live performance (e.g., 15% value uplift).
Solution(s) Vendor: Robust ERP platform fit (e.g., SAP S/4HANA, Oracle Cloud, Microsoft Dynamics) with scalability and AI capabilities.
Benchmark vendor capabilities against industry standards
Deliverable: Vendor Role Blueprint with selection criteria and KPIs.
What's included
ERP Scoping & RFP Enablement Deliverable
1. Strategic Alignment Report outlining goals, risks, and success metrics.
2. Executive Business Case Presentation with financial models and strategic rationale for C-suite approval.
3. Detailed Scope Document with requirements matrix and sizing estimates.
4. Vendor Role Blueprint with selection criteria and KPIs.
Lance's other services
Starting at$5,500 /wk
Tags
Oracle
Salesforce
SAP
Workday
Business Strategist
IT Specialist
Software Architect
Service provided by
Lance Bialas Toronto, Canada
ERP Scoping & RFP Enablement Service OfferingLance Bialas
Starting at$5,500 /wk
Tags
Oracle
Salesforce
SAP
Workday
Business Strategist
IT Specialist
Software Architect
Target Audience: CIOs and C-Suite Executives
Objective: Empower enterprises to define ERP project scope, align stakeholders, and craft a data-driven RFP to select optimal vendors for implementation, value management, and solutions.
Overview of Service Phases
Discovery & Strategic Alignment:
Objective: Establish project vision and align with enterprise goals.
Activities:
Conduct executive workshops with CIO, CFO, and key stakeholders to define strategic priorities (e.g., cost reduction, scalability, digital transformation).
Assess current ERP landscape, legacy systems, and pain points (e.g., inefficiencies, data silos).
Identify key business drivers (e.g., revenue growth, compliance, operational agility).
Deliverable: Strategic Alignment Report outlining goals, risks, and success metrics.
2. Business Case Development:
Objective: Justify ERP investment with quantifiable benefits and risks.
Activities:
Build a tailored business case, including ROI/TCO analysis (e.g., 20% cost savings over 3 years, 15% productivity gain).
Quantify qualitative benefits (e.g., improved decision-making, customer satisfaction).
Highlight risks of inaction (e.g., competitive lag, system obsolescence).
Deliverable: Executive Business Case Presentation with financial models and strategic rationale for C-suite approval.
3. Scope Definition & Requirements Gathering
Objective: Define project size, complexity, and functional needs.
Activities:
Map core processes (e.g., finance, supply chain, HR) to ERP capabilities.
Identify integration needs (e.g., CRM, BI tools) and data migration scope.
Estimate project scale (e.g., users, locations, modules) and timeline (e.g., 12-18 months).
Prioritize must-have vs. nice-to-have features with stakeholder input.
Deliverable: Detailed Scope Document with requirements matrix and sizing estimates.
4. Vendor Role Specification
Objective: Clarify vendor responsibilities to streamline RFP creation.
Activities:
Define criteria for:
Implementation Services Vendor: Expertise in change management, technical deployment, and training (e.g., 10+ years in ERP rollouts).
Value Management Vendor: Proven ability to track ROI and optimize post-go-live performance (e.g., 15% value uplift).
Solution(s) Vendor: Robust ERP platform fit (e.g., SAP S/4HANA, Oracle Cloud, Microsoft Dynamics) with scalability and AI capabilities.
Benchmark vendor capabilities against industry standards
Deliverable: Vendor Role Blueprint with selection criteria and KPIs.
What's included
ERP Scoping & RFP Enablement Deliverable
1. Strategic Alignment Report outlining goals, risks, and success metrics.
2. Executive Business Case Presentation with financial models and strategic rationale for C-suite approval.
3. Detailed Scope Document with requirements matrix and sizing estimates.
4. Vendor Role Blueprint with selection criteria and KPIs.
Lance's other services
$5,500 /wk