Step 3: Discovery Workshop - PSG ERP Implementation Process

Understanding Your Business Processes

The Discovery Workshop is a critical phase aimed at comprehending your business operations and processes. Key objectives include identifying inefficiencies, envisioning ideal processes, and establishing the groundwork for your ERP project.

During the Discovery Workshop, our team will delve into various aspects:

  • Evaluating current processes and pinpointing areas of improvement
  • Assessing pain points and associated costs
  • Reviewing corporate structure, departments, and product lines
  • Examining core business processes like quote to cash, procure to pay, and issue resolution

Project Team Establishment

Building a robust project team is imperative for a successful ERP implementation. Your team should comprise:

  • Subject matter experts
  • Business process owners representing all business facets
  • Project sponsors and stakeholders

Team members must possess deep insights into current processes and system usage.

Thorough Analysis and Risk Identification

Identifying potential gaps, risks, and solutions is paramount during the Discovery Workshop. Common risk factors include:

  • Poorly defined agenda or project scope
  • Inadequate project resources and executive support
  • Lack of project visibility and data quality issues
  • Presence of competing projects and extensive customizations

Addressing these concerns early ensures a smoother project execution.

Development of Design Documents

Post-Workshop, our team will craft comprehensive design documents. These documents encapsulate project requirements, objectives, and success criteria. Your validation of these documents is crucial as they serve as guiding principles throughout the project lifecycle.

Approval of Statement of Work

The Statement of Work (SOW) outlines project terms, conditions, and pricing. Your approval of the SOW signifies the commencement of your ERP project.

Commence Your ERP Project

Equip your team with the necessary tools to embark on a successful ERP journey. Ensure they have access to efficient planning, tracking, and management tools to facilitate project execution.

If you’re ready to transform your business with PSG’s ERP implementation process, contact us to initiate your project journey.