Large Scale CRM and ERP Transformation Programme
The Situation
An IT managed service business specializing in data networks and hosting solutions needed to transition operations from multiple software tools to a single enterprise resource management platform to streamline business operations and facilitate growth.
The Task
Prepare Business Case and Secure Transformation Funding from Executive Board
The Action / Approach
- Develop Functional Requirements Documentation – Product Catalogue, Sales & Marketing Automation, Managed Services Contract Management, Professional Services Delivery, Asset Management, Billing, Purchasing, Financial Accounting, Tax and Banking, Management Information Dashboard & Reports, Customer Experience Portal
- Select Software Vendor – Netsuite
- Build Transformation Team – Functional Consultants, Developers, Data Transformation Specialist, Departmental Stakeholders
- Provide Executive Sponsorship and Liaise with Executive Board
- Project Manage Implementation
The Result
Business successfully transitioned from a number of disparate support systems and spreadsheets to a single operational platform over a period of 6 months