2. Overview  Selecting the ERP Provider is potentially the most contentious step in the ERP process, and may divide university stakeholders who favor different ERP solutions.

3. Overview  In extreme cases, conflict over which software is best for the institution, and the inability to resolve such a conflict, can cause delay or temporary abandonment of the project. Therefore it is important that this step is carried out using best practices in group decision-making..

4. Seven Steps in the ERP Process  Step 1 : The Strategic Plan – Providing the Rationale and Making the Business Case  the activity is Strategic Plan  Provide the rationale and make the business case for the ERP project

5. Seven Steps in the ERP Process  Step 2 : Assess the “Readiness” of the Institution – Determining “preparedness” and Achieving Organizational Understanding  The activity is Readiness Assessment  Determine institutional “preparedness” and achieve organizational understanding of the ERP process

6. Seven Steps in the ERP Process  Step 3 : Prepare for Vendor Selection – Determining your Software Requirements and Documenting your Business Practices  The activity is Prepare for vendor selection  Document business practices and determine software requirements in preparation for vendor selection

7. Seven Steps in the ERP Process  Step4 : Select your ERP Vendors – Choosing Your Technology Partners  The activity is Vendor Selection  Choose your technology partners, both the RP software and the ERP implementer

8. Seven Steps in the ERP Process  Step 5 : Plan the Implementation – Preparing for Success  The activity is Plan the Implementation  Prepare for a successful implementation by developing a comprehensive plan

9. Seven Steps in the ERP Process  Step 6 : Implement the ERP Solution – Working the Plan  The activity is Implement the ERP solution  Work the  implementation plan; schedule, track and control the hundreds of project tasks.

10. Seven Steps in the ERP Process  Step 7 : Post Implementation Assessment – Where are We Now?  The activity is Post implementation Assessment  Determine if objectives were met and determine the extent of functionality of the software that is being used

11. Successful ERP Implementation the First Time  When ERP implementations fail to deliver, it’s usually because management hasn’t taken the time to structure the organization to take advantage of these systems.

12. How to Prepare an ERP Budget: Ten Critical Steps  ten critical proven steps and checklists that Collegiate Project Services has used successfully to help organizations develop ERP project budgets:

13. Ten Critical Steps  1. Clearly define the budget scope and continuously communicate.  2. Define the cost components of the ERP implementation.  3. Identify primary software costs.  4. Identify third-party software needs.  5. Identify possible non-ERP related software needs.

14. Ten Critical Steps  6. Identify the costs of consultants.  7. Plan for an implementation “War Room.”  8. Plan for hardware equipment storage needs.  9. Do not underestimate miscellaneous costs.  10. Define your budget’s critical success factors.

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