If you want a successful project then there’s a series of things you need to do before you even get to choose a piece of software
You also need to make sure you do all the steps – missing one out is just like making a cake without one of the ingredients
- Analyse the problem – what specific issues are you trying to solve?
- Analyse your company strategy – there’s no point in spending a huge amount of money on a shiny ERP system if you intend to sell your company to a trade competitor. They will probably have their own system in place.
- Decide whether a new system would work well in light of 1 & 2 – If the problem you are trying to solve is that you can’t recruit the best staff then putting in new software won’t help. It’s an extreme example but it makes the point.
- Scope your project – it may seem an early point but decide what you want to achieve and of course what you don’t. If It’s not important to have your people connecting using tablets then don’t bother looking for a system that will do this
- Form your steering committee – get the right people in and explain how important this is
- Decide what’s vital and what’s nice to have – get your steering committee to decide what are the absolute must haves for any system you consider. If it doesn’t have it then it doesn’t get looked at
- Send out your RFQs – Request for Quote (or RFI – Request For Information) cast your net wide and ask the vendors if they can meet your minimum requirements
- cull your list – be ruthless, in a couple of months time you’ll be sick of the sight of software
- Do your beauty parade – get your short list to present their software to your team and show how they would meet your requirements
- Do vendor background research – get independent verification of claims, find out how previous projects went and check that they are financially sound.
I specialise in helping companies through the choice process. There are lots of methods and techniques that I use to ensure that the company gets the best possible fit for it’s purchase. Give me a call and let’s talk