Navigate Academy Module 54: How to Strategically Align Your Software Suite

Many integration companies struggle with the inefficiencies of relying on multiple systems to run their business: quoting, proposal generation, project management (planning and tracking schedules and resources), purchasing, inventory, service contracts and dispatch, accounting (invoicing and accounts payable), etc. This structure requires a lot of administrative effort to collate and correlate disparate data into timely and meaningful information for management reporting and decision making.

This session will discuss how to develop requirements for an Enterprise Resource Planning (ERP) system based on the gap between current and desired capabilities involved.

Start with:

• The number of necessary query categories such as – the number of required platform modules, i.e. accounting, production, inventory, distribution, etc.
• Depth of customer support, i.e. direct, voice-only, online-only, all the above
• Depth of warranty,
• Price model.

Once determined, selection must begin with the goal to clearly define and articulate ‘how, how much, and what’ each product offers when weighed against the integration company’s specific operational goals.