ERP Selection

Commercial: IT Strategy, Software Selection

A Major League Baseball franchise needed to modernize its back-office operations to support business growth without increasing headcount. The organization was heavily reliant on manual processes and used a fragmented ecosystem of stand-alone applications for HR and finance functions. They needed to select a new ERP system to integrate business operations, provide a single source of data truth, and enable scalable operations, in an aggressive six-week off-season timeline. My team partnered with the franchise to navigate the complex vendor selection process and ensure optimal technology alignment.

Approach

  • Stakeholder collaboration sessions: Facilitated working sessions with CIO, HR, and Finance Leadership to define crucial functionality needs, priorities, and current system shortcomings, translating these into a comprehensive requirements package for vendors

  • Quantitative scorecard development: Created an assessment framework organizing 61 requirements and 13 assessment areas to enable consistent platform evaluation

  • Vendor assessment facilitation: Synthesized scorecard results from 15 key stakeholders and conducted deep-dive sessions to help the client understand nuances between options and discuss tradeoffs

  • Vendor relationship management: Served as primary point of contact between client and technology vendors, managing an iterative review process while coordinating with up to 50 high-level staff and maintaining objectivity against vendor pressure tactics

  • Change management planning: Developed implementation recommendations across four areas (awareness, engagement, training, and support) with specific activities and timelines to maximize ERP investment benefits

Outcome

The client successfully selected an ERP system within their six-week window that aligned with their unique business requirements and growth objectives. I delivered a comprehensive change management roadmap to ensure successful implementation and user adoption, positioning the franchise to scale their customer-facing operations while streamlining back-office efficiency without adding headcount.

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