1. Introduction and context

• Goals and logistics
• What’s the most effective mindset?

2. What is your strategy?

• What is your current situation and what have you learned for previous implementations?
• What are the most important trends in the ERP / CRM market today?
• What do your current and future customers expect from you and your solution?
• What is your project scope?
• Do you aim for a point solution or a complete platform?
• Do you adapt the software to your processes and organization or the other way around?
• How to best anchor the responsibilities on board level?

Break

3. The selection process

• How (so not which!) to select the best vendor, the best solution set and the best implementation partner for your specific situation?
• How to move effectively from a longlist to the shortlist to your final choice?
• Do you aspire to select just a tool or to select partners to achieve joint Project Success?
• How to secure choices that also thrive in the long term?
• How to create an effective and undisputed internal decision-making process?

Lunch break

4. The contracting phase

• How to avoid the most common contracting mistakes?
• What is your best focus – creating business value or chasing the lowest price?
• How to get clarity around the task split between yourself and the implementation partner?
• How to secure the right quality in the implementation process?
• Your most important contract is achieving internal commitment. How to do that?

Small break

5. The implementation project

• What is the Why of this project? And what SMART business goals do you want to achieve?
• How to bring your organization into the change mode - including the senior management?
• How are you going to use the good ideas and improvements in your own teams?
• What to expect from your implementation partner and what are your own responsibilities?
• How to avoid scope creep and exceeding your time, money and quality budgets?
• What can you learn from previous, well-known implementation failures?

6. Conditions for success

• A resume in 5 steps
• Wrap-up and defining follow-up actions

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