ENTERPRISE RESOURCE PLANNING
CITRINCOOPERMAN.COM
Citrin COoperman’s Strategy & Business Transformation Practice
ERP ASSESSMENTS
WHAT YOU CAN EXPECT
Our ERP specialists will provide our findings on your most critical questions, such as:
How well am I utilizing my ERP, and am I maximizing the value it creates?
Can I use my ERP system and add-ons to automate more of my processes?
How do my systems compare to leading practices?
Can my systems produce deeper insights about my business?
Are there ways I can improve my systems without needing to replace them entirely?
Our independent assessments find practical, value-based solutions for improving your most critical enterprise systems.
Focusing on business process improvements
Benchmarking your maturity
Utilizing the best software and features for your business
Planning and executing tactical improvements
why do a system assessment?
Identify improvement opportunities
Assess your processes and systems for pain points, limitations, and opportunities
Determine how to make your systems drive more value
Identify how systems can drive more efficiency or insights and better customer experience
Prioritize your investments
Define projects / initiatives required for transformation, prioritize these, and create a roadmap
We Maximize Your Technology Investment by.... Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi enim ad. INFOGRAPHIC
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Our approach
improve or replace your ERP system in order to drive business value
Document and align the strategic direction of the business with how operations and technology need to support it
Assess current-state processes, identify differences from industry-leading practice, and identify pain points
Assess the utilization of system features in core ERP systems, secondary systems, and other features and systems that should be used
why citrin cooperman?
Understand the target state technology environment and assess how system integrations need to work to drive process efficiency and analytics
BUILT FOR THE MIDDLE MARKET WE UNDERSTAND VALUE
We have the experience of the Fortune 500 but our focus is in the middle market. We understand how the middle market determines priorities and what it takes to execute here.
Our consultants don’t just advise, they also execute. We only provide advice that is realistic for your business to acheive.
Our background as an accounting firm means we care about the numbers in everything we recommend and always consider bottom-line benefits.
FOCUS ON EXECUTION
Our streamlined assessment process gives you a complete, unbiased analysis of how to improve or replace your ERP system in a way that drives business value.Citrin COoperman’s Strategy & Business Transformation Practice
System Strategy and selection
WHAT YOU CAN EXPECT
We select and design system ecosystems to drive efficiency and insight.
OPERATIONS
All operating improvements require enabling technology
GROWTH
IMPLEMENTATION
Implementation is difficult and industry-wide success rates are surprisingly low
MARKETPLACE
The technology marketplace is complex, crowded, and fragmented
FLEXIBLE AND INTEGRATED DISCIPLINED EXECUTION THE RIGHT FUNCTIONALITY
48% <1/3
BEFORE
Companies used to have a few key systems that handled all functionality
NOW
Companies need a constantly evolving, integrated ecosystem and technology that adjusts to changing business needs
“Forty-eight percent of project failures are because of issues with functionality, poor system quality, or the project was rejected after launch”
- Gartner, ”Gartner Survey Shows Why Projects Fail”
“Less than one-third of system projects are completed on-time and on budget”
- The Standish Group, “The chaos Manifesto”
Business growth requires operational excellence X
STRATEGIZE
our approach
ASSESS SELECT IMPLEMENT
ORGANIZATION & PEOPLE
Assess the organization, update role definitions, and identify skill gaps
DEFINE REQUIREMENTS
Define key business requirements and data needs, and agree on selection criteria
DESIGN
Perform iterative and integrated process, system, and organization design
Document the strategy and goals of the business and how operations most enable the strategy
PROCESS & SYSTEMS
Assess current state process and systems architecture
ANALYSIS & DEMOS
Perform market surveys of potential solutions and conduct demos with vendors
PROJECT MANAGEMENT
Adhere to a disciplined, cross-functional project management approach based on hybrid Waterfall/Agile methods
5 Keys to Successful Enterprise Architecture
PEOPLE
STRATEGY ECOSYSTEMS
Align the project's goals to the overall business strategy
Curate an ecosystem that balances leading practices with your systems
PROCESS TOOLS
Manage the implementation with discipline and rigor
Choose the right tools, integrate them, and expect them to evolve
Use each project phase to involve and prepare your people for the future
Citrin COoperman’s Strategy & Business Transformation PracticeERP project management as a service
WHAT YOU CAN EXPECT
We provide sophisticated, on-demand project management capabilities for your most critical projects.
STRATEGIC ALIGNMENT
Properly align your projects and investments with the strategic priorities of owners and managers
CHANGE MANAGEMENT
Deliberately focus on managing the people whom projects will impact – from communications and aligning expectations to training and support
our team’s capabilities
PORTFOLIO MANAGEMENT
Use the right processes and tools for structuring and prioritizing projects to drive value and govern them so they deliver their objectives
PROJECT MANAGEMENT
Institute discipline and rigor in all phases of the project life cycle – from scoping and planning through execution and monitoring
why citrin cooperman?
We are experienced at managing complex solution environments
We have a rigorous, open methodology that interacts well with all of your vendors and stakeholders
We are aligned with your interests, offering independent oversight of your vendors
We help you deliver project success
how it’s accomplished
Disciplined execution is fundamental to delivering outcomes and realizing the benefits of any project
our framework
Governance & Tools
Our governance principles and digital collaboration tools keep the team organized and aligned
Methodology
Our hybrid methodology combines the best of Agile and Waterfall principles which optimize project speed, instill proper decision-making, and create the proper assets along the way
focus on people
Communications, training, and people management best practices and templates are embedded throughout the project
examples of projects
Large technology implementations like ERP, CRM, and other enterprise software
Building a new business
Complex operational improvements
Transaction processes – selling your business or buying add-ons
Complex client projects with distributed teams
keys to success
Alignment
Align project goals to company strategy and value
Leadership Support
Build leadership support and commitment to the change
Discipline and Rigor
Implement deep, rigorous, and active project management over all stakeholders and activities
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Citrin COoperman’s Strategy & Business Transformation Practice
WHAT YOU CAN EXPECT
erp Driven Process improvement
A practical approach for each step of your journey to operational excellence.
Process Assessment
Assess your processes for opportunities to make them more efficient and reliable
Blueprinting
Document the scope and scale of your processes throughout the organization and how tech, automation, and analysis can improve them A practical, scalable approach for identifying and executing improvements
Process Improvement
Redesign your processes to be more efficient and implement the changes throughout the business
Launch continuous improvement initiatives to drive efficiency and innovation
Continuous Improvement
Team-based approach that engages all business stakeholders and drives change
AND DEEP COLLABORATIVE BUILT FOR THE MIDDLE MARKET
Seasoned professionals with a rigorous methodology and robust process toolset DISCIPLINED
we are:
six-step Citrin Cooperman Evolve methodology is a predictable, leading-class approach that incorporates lean thinking, proven best practices, and the best Agile concepts.
principles our approach Assess STEP 1 • Process Maturity • Process Scope Document STEP 2 • Process Inventory • Process Architecture • Systems Architecture Prioritize STEP 3 • Value Scoring • Risk Scoring • Roadmapping Design STEP 4 • Design Workshops • Value-Stream Mapping Implement STEP 5 • Implementation • Change Management Evolve STEP 6 • Continuous Improvement • • Focus on value Quantify benefits where possible Choose a reasonable pace and change Embrace technology Actively manage risk • • • our
Industry Blueprints Rapid Assessment Kit Maturity Assessment ROI Calculator
Our
guiding
tools & methods
Citrin COoperman’s Strategy & Business Transformation Practice
ERP Quality Assurance & Go-Live readiness
WHAT YOU CAN EXPECT
ERP implementations are one of the largest, most expensive, and business-critical projects your business will go through. We help protect this investment and prepare you for a successful go-live.
We help you answer important questions, including:
• Are you controlling risk appropriately?
• Is the solution focused on process and value?
• Are the right design questions being asked?
• Is the testing plan adequate?
• What else should you focus on before you go live?
• Are you ready to go live?
implementations
We independently evaluate in-process ERP
to protect your business goals.
EXTRACT VALUE PROPERLY OVERSEE VENDORS SUCCESSFULLY GO LIVE REDUCE RISK • Strategic alignment • Business process design • Critical business decisions • Testing approach • Change and communications • Team structure • Data conversion plan • Audit readiness • Security and access DELIVERABLES • System design documents • Process flows • Issue and risk management • Test scenarios and scripts • Enterprise architecture • Data flows • Training READINESS • Solution readiness • User readiness • Data and reporting • Executive preparedness • Risk management • Post go-live support • Stakeholder buy-in METHODOLOGY we evaluate three main areas:
Focuses on solution performance enhancement log,
user adoption, and solution sustainment
team structure, methodology,
project plan, timeline, team readiness, and executive buy-in
Focuses on solution readiness, open issues, customer planning, go-live readiness, and support preparedness
QUALITY ASSURANCE & READINESS
3.
Focuses on final design review, testing approach and materials, technical integration approach, reporting, issue and risk tracking and management, key decisions, and task prioritization
Focuses on design decisions and governance, process design, system design, component/module selection, data and reporting design, enterprise architecture review
MIDDLE MARKET
INDUSTRY KNOWLEDGE
We are always an advocate for you, not the software companies
Fortune 500-level rigor at middle-market level complexity
Experienced in the nuances of implementing with lean, middle-market companies
Deep industry knowledge that includes operating excellence, value, and profitability
Why citrin cooperman? our approach
D NGISE
1. PLAN 2 .
BUILD
. OGL I V E 5. SUPPORT
4
RIGOR
INDEPENDENCE
We provide quality control at each stage of the implementation life cyclePETER DRUCKER
“If you can’t measure it, you can’t manage it.” -
“60% of ‘Big Data’ analytics solutions will fail to proceed past the pilot.” - GARTNER 60% “Global spend on analytics and big data in 2017.” - IDC $151B WHAT YOU CAN EXPECT Measure your business. Manage your results. Business Intelligence and analytics Citrin Cooperman’s Strategy & Business Transformation Practice UNIVERSAL FOCUS SUCCESS OF ANALYSIS SOLUTIONS THE VALUE OF METRICS 01 03 02 04 Predict where the business is headed using data from both inside and outside of your business Measure key performance indicators for specific areas in real time Measure business processes that create results. Examples: sell-through rate, manufacturing, velocity, etc. Measure business results like revenue, costs, assets, and cash flow PREDICTIVE ANALYTICS REAL-TIME BUSINESS METRICS BUSINESS PROCESS METRICS OUTPUT METRICS
Document the strategy and goals of the business
DEFINE
• Business strategy and goals
• Data quality and governance
our approach
KPIs
• Define KPIs for the enterprise
• Determine process KPIs for departments
PILOT
• Build and pilot a limited set of KPIs
• Refine the solution
• Choose an easy win
SELECT & INTEGRATE
• Select platforms and vendors
• Build data governance capabilities
IMPLEMENT
• Roll-out dashboards across the company
• Solicit feedback from managers and adjust solutions as required
5 keys to successful business intelligence and analytics projects
start small and evolve
align to your strategy
measure stakeholder adoption
platform and ecosystem and governance
meet our practice leaders
212.697.1000 | sronan@citrincooperman.com
Steve Ronan is a partner and the leader of Citrin Cooperman’s Strategy & Business Transformation Practice. He brings a practical, holistic perspective to the topic of business improvement. His experience includes strategic planning, process improvement, and organizational transformation. Steve has partnered with a range of companies, from the Fortune 100 to the middle-market, to develop and implement strategies that improve profitability, create scalable businesses, and strengthen customer relationships. His projects have created over $100M in value through top-line growth and bottom-line cost savings.
Expertise:
• Strategy and Business Transformation
• Enterprise Resource Planning (ERP)
• Finance Transformation
• Robotic Process Automation (RPA)
914.358.3434 | ssimon@citrincooperman.com
Smija is a director in Citrin Cooperman’s Strategy and Business Transformation Practice. She is passionate about helping organizations drive long term business success through alignment of strategy, business models, process architecture, organization models, and technology. Additionally, Smija specializes in assessing and executing process improvement projects for complex environments.
Expertise:
• Strategy and Business Transformation
• Enterprise Resource Planning (ERP)
• System Strategy and Selection
Stephen E. Ronan Partner, Strategy and Business Transformation Practice Leader Smija Simon Director, Strategy and Business Transformation PracticeINDUSTRIES WE SERVE
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CITRINCOOPERMAN.COM
“Citrin Cooperman” is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. Citrin Cooperman is an independent member of Moore North America, which is itself a regional member of Moore Global Network Limited (MGNL).