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

Relevant Business Perspectives

Relevant Industries