ERP/Manufacturing Software Selection Phase I

Contract Consultant / Resource

Sample: Tactical Service

ERP/Manufacturing Software Selection – Phase I

Hexagon Business Area – Information Technology

Description/Scope of Work

To develop a comprehensive requirements and issues profile for the company, and identify a long list of candidate ERP/Manufacturing packages.

Approach: The project will be performed via the following steps:

• Project Kick-off Session: Brief the project team and all participants on the overall selection process, and on the ERP/Manufacturing Software Selection - Phase I project (i.e., project approach, roles and responsibilities, milestones and the deliverable), and discuss

expectations.

• Functional Interviews: Conduct interviews with department management and system users, and view shop floor. Discuss basic transaction flow, and ask general questions to develop the Site Specific requirements and issues.

• Executive Planning Session: In conjunction with company’s senior and department management, complete the Executive Planning section (approximately 140 questions).

• Standard Requirements Review: Based on the answers from the Executive Planning Session, generate the automated answers to the Standard Requirements and distribute the document to department management with review responsibilities identified. The Project Manager will coordinate the review of the Standard Requirements and submit to CITEC when complete.

• Edit Requirements: Update with any changes the client may have made.

• Process Requirements: Send to SoftSelect the completed and verified Standard Requirements for processing against the database of available ERP packages.

• Report Review and Project Debrief: Review the report received from SoftSelect for reasonableness, an understanding of the data and vendors, and identification of alternative action steps for follow-up project. Discuss the systemic and other important issues that need resolution, and the process to proceed to develop a short list toward selecting a system. If desired, CITEC can provide supplementary proposals for additional services such as creating a

Contract Consultant / Resource

Sample: Tactical Service Duration:

Planned Completion Date: 4-6 weeks after initiation of project.

Responsibilities:

Company Responsibilities: provide meeting space as required, and commit sufficient personnel time to accomplish the required tasks.

Task Recommended Participants

Project Kick-off Session (Approx. 1 hour)

Company Project Manager; Senior Management; representatives from the functional areas,

including Sales/Order Entry, Production, Purchasing, Accounting, Shipping/Receiving Functional Interviews

(Approx. 1 hour per functional area)

Company Project Manager, Senior Management, Representatives from each functional area, including Sales/Order Entry, Production, Purchasing, Accounting, Shipping/Receiving Executive Planning Session

(Approx. 2 hours)

Company Project Manager and Senior Management

Standard Requirements Review (Approx. 1-2 hours per functional area)

Company Project Manager, Senior Management, Each functional area, including Sales/Order Entry, Production, Purchasing, Accounting, Shipping/Receiving

Report Review and Project Debrief (Approx. 1-2 hours)

Company Project Manager and/or Team, and Senior Management

Deliverables

CITEC will provide a final report consisting of the following sections:

• The initial software Executive Planning and Standard Requirement responses.

Contract Consultant / Resource

Sample: Tactical Service • Vendor and product information for the top candidates.

• Vendor contact information.

• List of outstanding issues.

Key Benefits

The project will enable the client to 1) understand their key business processes and requirements; 2) reduce the amount of time that the company needs to invest in establishing the system

requirements/issues, and selecting a package; 3) potentially lower the cost of the software solution because the company will have a better negotiating position by knowing what they want, why they want it, and what they do not want; 4) find out how well available packages might meet their requirements; and 5) produce a better end result by using a systematic methodology for the software selection, which increases the chances for success. This is particularly important, since the industry-wide failure rate for major system implementations is more than 50% (failure is defined as companies the are significantly dissatisfied with the end result. Either aborted implementations or poorly implemented with a fraction of the expected functionality operational).

Target Market

Manufacturers looking to select and implement a new ERP system.

Industry

Any manufacturing company.

Company Size

Projected year 2-3 sales over $4MM.

Cheat Sheet Points (How to identify a good prospect)

• “I know I need a new software package, but my staff can’t handle it knowledgeably or impartially”

Contract Consultant / Resource

Sample: Tactical Service • “I’m worried about choosing the wrong package”

• “We’ve never done this before”

Resource Description

1. Resource Corp., Mitch Dogooder (See CIS for contact information), and

2. Resource Systems LLC, for processing of gathered requirements and production of report.

Resource Charge to CITEC

Resource Systems LLC:

 Company < $20MM in three year projected sales, System access fee (software use and reporting) = $XXX

 Company $20MM – 50MM in three year projected sales, System access fee (software use, reporting, copy of Requirements Builder for end user) = $X,XXX

Client Cost

$X,XXX - Company < $20MM in Sales

$X,XXX - Company $20MM – 50MM in Sales

CITEC Clients for this Product (For CITEC use)

References/Testimonials

Contract Consultant / Resource

Sample: Tactical Service

More information

Requirements

The Business Advisor will need:

 A meeting room with enough tables and chairs to accommodate the number of team members/participants

 Laptop with SoftSelect Requirements Builder software loaded  Projection Equipment (can be supplied by either Client Company

or CITEC) and Screen

Attachments (Sample Reports, Forms, and/or Procedures

Information

See attached Manufacturing Software Selection – Phase I Checklist, and Standard Requirements Review Matrix

See attached Requirements Builder Instruction Manual – Other SoftSelect reference documents can be located at

Economic Impact Information

See the attached Spreadsheet to calculate the potential project impact.

Service Presentation

See the attached PowerPoint Presentation to be used when presenting the service to the potential client.