Red Dog Advisors

ERP Assessment and Selection

Guidance to give you confidence in your decision and in the migration process.

The right business systems can propel you to growth and efficiency. However, most companies do not have the bandwidth or experience to lead an assessment effectively.

Selecting the right Enterprise Resource Planning (ERP) system is a critical decision that can have a big impact on your organization’s growth, efficiency and competitiveness. It can also be extremely time-consuming if you try to navigate the process on your own. 

Leveraging our deep experience in business technology and ERP systems, our assessment and selection process is designed to streamline the process towards finding the right solution for your business and your specific requirements. We’ll guide you through every step of the process including operational requirements, selection criteria, current systems analysis, product demos, selection and licensing.

Benefits of Our Process

Expert Guidance

We’ve had the opportunity to lead hundreds of technology and ERP projects. Our process will help you not only select an ERP, but be fully prepared for what an ERP migration entails. You can trust our expertise to guide you towards a successful transition.

Building a Systems Vision and Roadmap

Since most modern ERPs have deep functional and technical capability, you’ll likely be able to eliminate most of your current legacy systems. Perhaps some existing systems can and should be integrated. The roadmap and phasing recommendation we provide will help you eliminate redundant systems, manual processes and data you’re tracking or analyzing in Excel.

Understanding Your Current State

A key piece of an ERP migration is understanding the current state of your systems, your processes, and your team (especially their availability and willingness to adopt a new system). We’ll give you specific recommendations based on what we see and where you want to go.

Evaluating Modern ERP Options

Once we’ve outlined key requirements, selection criteria and a roadmap, we’ll identify modern ERP options and coordinate demos for each solution. 

Determining Key Requirements and Priorities

Every modern ERP solution has pros and cons. Some are better in specific industries. And others are a better fit for your budget. The requirements we outline and the productivity impact of certain solutions will help us  focus on the solutions that are a best fit.

Final Selection and Preparation for Migration

After the evaluation and demos, we’ll help you rank the finalists and make a decision. Further, we can help you license the product, secure discounts and prepare for your implementation.

Ready to get started?

Reach out and let us know a bit about your business and current systems. We’ll share more about how we can help you assess and select a modern ERP that’s right for your business.