The document discusses planning for a company's capital and resources. It covers assessing enterprise needs, functional areas like marketing and production, selecting and implementing an ERP system, and the various phases of an implementation project. Key aspects of selecting an ERP system are also outlined, like assessing requirements, choosing providers, and negotiating implementation support.
2. 2
Introduction
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Enterprise
• Business
Resource
• Money
• Manpower
• Material
• Machinery
• Marketing
• Methods
Planning
• Effective
Application &
Optimization
of Resources
3. Functional
Areas
Overview
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3
Master Data Management
Research & Development
Marketing & Sales
Materials Management
Production
Finance & Accounting
Controlling
Human Resources
Needs Assessment
4. ERP System Architecture
Strata
Customization
Adaptation of GUI
Integration Element
(Workflow)
Document
Adjustments
Adaptation
Database
Management
System (DMBS)
Interface with
other Databases
Data Storage
Programming
Environment
Application Core Database-
Independent Part
Database- Dependent Part
Use of Other
Programs
User Exit
Applications
Graphic User
Interface (GUI)
Web-Client
Smartphone Apps
Use
4
5. Task Categories Of ERP Systems
Administration
Data Storage for
Business Transactions
Scheduling
Automation of
Routine Operations
Information
Generations of
Key Figures
Analysis
Evaluation, Time
Series Models
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5
6. ERP Project Progress By Stage
Project Preparation
• Project Objectives
• Project Plan &
Concept
• Project Team
ERP Software Selection
• Requirements Catalogue
• Market Testing
• Requirement/ Performance
Specifications
• Procurement
ERP Implementation
• Data Migration
• Key-User Training
• Test Phase
• Staff Training
• Real Start
Stage 1 Stage 2 Stage 3
6
7. Overview Of Implementation Process
Planning&SelectionPhase
Preparation/
Project Planning
Project
Organization
Process
Analysis
Implementationphase
Adjustment
Implementing
Conversion
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9. Implementation Phase
Project Team Adjustment
Technical
Adjustment
Broadening of Project
Goals & Requirements
Adjustment Of Process
Or ERP System
Migration of Master
Data
System Tests
Documentation &
Monitoring
9
10. Enterprise Resource Planning Funnel
Support from
Management
Communication
With Staff
Project Preparation
Realization &
Implementation
Situational Analysis-
Basic Target Concept
Software Selection
Concept Fine- Tuning
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11. Fine - Tuning Of Concept
Formation
of Project
team
Clear Goals
& Targets
Project
Management
Business
Strategy
Factors
Project
Installation
Project
Objective
Project
Schedule
Establish
Project
Management
From Project
Team
Kick-off
Meeting
Work Steps
Clear Commitment to the Project
Support from
Management
Communication
With Staff
11
12. Situational Analysis- Basic Target Concept
Formation of
Project Team
Business
Strategy
Factors
Communication
With Staff
Understand
Business
Procedures
& Processes
Software
Support
Analysis
Vulnerability
Analysis
Identify
Optimization
Potential
Derive
Requirements
of Future
Software
Support
Prepare Basic
Target Concept
(Requirements
Specification)
Work Steps
Support from
Management
Assessment of Results
12
13. Software Selection Process
Project
Management
Adaptability of
ERP System
Factors
Communication
With Staff
First Market
Research or
Initial
Selection
Restrictions
(by industry,
size,
distribution)
Shortlisting
(on the basis of
requirement
specifications)
Restriction
(through
functionality)
Final Selection
(workshops,
system
presentations)
Conclusion of
Contract
Work Steps
Support from
Management
Participation in the Final Selection
13
14. Contract
• Scope of Services
• Probation Period
• Warranty Period &
Terms
• Customization & Service
Software Costs
• Ongoing
• One-Time
Security
• Access Protection
• Adherence to Legal
Requirements
Maintenance
• Scope & Costs
• Response Time
Installation
• Consultation
• Support
• Training
Other
• References
• Programming
• Interfaces & Modularity
• Safety of Investment
01 02 03 04 05 06
Software Selection
Criteria
14
16. Fine - Tuning Of Concept
Assessment of the Target Concept & the Final Project plan
Compositi
on of
Project
Team
Discretionary
Competence
of Project
Manager
Systems
Adjustments
&
Modifications
Training
for Users
Project
Management
Factors
Communication
With Staff
Expand
Project
Team (i.e.,
set key-
users)
Refine
Project Plan
Determine
Decision-
making
Authority
Definition of
Target
Processes,
Interfaces &
Systems
Adjustments
Data
Migration
Plan
Set test &
Training Plans
(with
involvement of
key-users)
Work Steps
Support from
Management
16
17. Realization & Implement
Review of Results & Project Completion
Adjustments
in ERP System
System Tests
& Testing
Procedures
Training for
Users
Factors
Communication
With Staff
Realization
of Target
Concept
Creation of
Pilot System
Implementation
of System
adjustments &
Data Migration
Implementatio
n of Training for
Users
Implementa
tion of
Extensive
System Tests
Improvements
& Adjustments
in Operations
Work Steps
Support from
Management
17
18. V Model For Implementation Of ERP System
Assessment
Process
Analysis
Process
Optimization
Preparation of
Requirement
Specifications
Signing of
Contracts
Launch
Workshop
Training
Preparation of
Functional
Specifications
Make
Adjustments
Test
Go-Live
Acceptance
ERP Selection by
Manufacturers
Presentations
Revise
18
19. Tips For Selecting ERP System
Cost Planning
Planning of costs & determining the
budget directly affect the functionality of
the ERP system & the selection of
potential providers
ERP Industry Solutions
ERP solutions must adapt to the
different requirement areas of
various industry sectors
Requirement Analysis
A detailed review of the current business
processes helps determine how future
software should perform
Versatility & Expandability
The ERP System should adapt to the
growing or changing needs of the
company. Cost is, of course, an issue
Usability Requirements
The user interface is the meeting point between
user & software. Therefore it must be clear &
easily adaptable to the needs of the customer
Analysis of Service &
Support
It is important to determine whether a company
needs support after the implementation of ERP.
Support can be provided, for example, by
telephone, internet, or email
19
20. ERP Criteria List – Technical Requirement
Point Criteria Notes M 0
1 Technical Requirements
1.1 General Functions
1.1.1 Multi-User Support
1.1.2 Adaptable to Countries
1.1.3 Foreign Language Support
1.1.4 …
1.2 Operating System
1.2.1 Windows
1.2.2 Linux
1.2.3 Apple
1.2.4 Other
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23. ERP Implementation – Selection Phase
Pay attention to how the project
team is built (Management & Technical
departments must be included)
The project’s inventory of requirements
should be as accurate as possible as it
will later act as a basis for negotiations,
and as a contractual basis
A thorough Analysis of the company
processes & functions should be carried
out
During the selection phase, a thorough supplier
selection should take place & a formal project
contract should be negotiated. This should
include, for example, the support needed
during implementation as well as during the
initial period of operation
Goals to be achieved with the
introduction of software should be
precise & realistic
ERP
23
24. 24
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Coffee Break
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0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
DecNovOctSepAugJulJunMayAprMarFebJan
100%
• Product 01
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• Product 02
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Area Chart
26
27. Combo Chart
• Product 01
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• Product 02
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• Product 03
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10
0
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FY 01 FY 02 FY 03 FY 04 FY 05 FY 06 FY 07 FY 08
GrowthRate(%)
MarketSize(RMB100Million)
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28. 0
5
10
15
20
25
30
35
03-05-2018
05-05-2018
08-05-2018
12-04-2018
15-05-2018
17-05-2018
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• Product 01
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• Product 02
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Radar Chart
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29. Line Chart
0
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50
60
70
80
FY 01 FY 02 FY 03 FY 04 FY 05 FY 06 FY 07 FY 08
Inpercentage
In years
• Product 01 • Product 02
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Vision
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Mission
Vision & Mission
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33. Our Team
33
John Smith
CEO
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Sofia Banks
General Manager
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Anita Doe
Editor
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Tomas Cross
Graphic Designer
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34. About Us
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01 02 03
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We Are
Professional
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We Are
Creative
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We Are
Talented
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35. Comparison
vs
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Male
55% 45%
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Female
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36. 02 0301
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Our Goal
36
37. Location
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Australia
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ChinaThis slide is 100% editable. Adapt it
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USA
60%
50%
30%
25%
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South Africa
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38. Financial
38
50% 80%
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Minimum
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Medium
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Maximum
30%
39. Timeline
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2013 2014 2015 2016 2017 2018
39
40. Venn
01
02
03
04
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41. Puzzle
01 02
0304
Your Text Here
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42. 01
02
03
04
Aims
01
02
03
04
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Target
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43. Magnifying Glass
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04.
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03
04
0501
02
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44. Idea Or Bulb
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4
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1
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44