ERP Case Study | Consumer Services

Client Problem

Prior to engaging the services of Panorama, this consumer services company in Denver was using custom software developed in an AS/400 environment. Many of its core business processes were either manual or paper-based, and the company was also struggling with the issue of “sole dependency” on a single employee that understood the architecture and reporting of the legacy systems. In order to continue providing outstanding service to customers while growing through acquisitions, management knew that it needed to modernize its systems and business processes.

Problem Highlights

  • Outdated legacy systems
  • Manual business processes

Panorama Solution

Because of its independence and lack of resell agreements with ERP vendors, the company chose Panorama Consulting to evaluate its ERP software options, redefine its business processes, and successfully program manage the ERP implementation.

Solution Highlights

  • Define current business processes, pain points, opportunities for improvement, and ERP business requirements
  • Evaluate 18 industry-specific and cross-industry ERP software packages
  • Create ERP Request for Proposals and evaluate vendor responses
  • Evaluate the functional and technical features of each software package against the client’s specific business requirements
  • Help select the ERP software that best addresses the client’s business requirements
  • Negotiate ERP contract terms favorable to the client
  • Define the ERP customization scope and implementation plan
  • Develop a budget, business case, and ROI analysis of selected software
  • Develop organizational readiness assessment to identify potential barriers to ERP changes
  • Provide ERP implementation program management, including managing third-party vendors and the client project team
  • Define new business process workflows in the context of the new ERP system
  • Develop training documentation and facilitate end-user training
  • Conduct organizational change management and communication activities
  • Manage technical infrastructure upgrades to meet ERP software requirements
  • Conduct post-go-live audit and corrective action to ensure client realizes maximum benefit from the ERP system

Measurable Business Results

The work of the Panorama Consulting team provided selection and implementation services to the client, thus delivering both improved efficiencies and strong ROI.

Highlights of Results

  • Negotiated ERP software contract fees that were over 25-percent lower than the original estimate
  • Managed the project budget to ensure fixed and variable project costs came in under budget
  • Defined cost savings resulting from improved efficiencies and lower cost structure, resulting in a 60-percent return on investment and 2-year payback