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4 Steps to using Business Strategy to drive your Software Selection Process

Posted on 17 March 2015 by Louise Thompson

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louise_4StepstousingBusinessStrategytodriveyourSoftwareSelectionProcessWhen embarking on the journey of selecting and buying any software for your organization, whether it is ERP, CRM, HR, BI or any other software, you need to question  the business strategy behind this purchase?

As with many new software implementations, organizations often start with the purchase of the software, then they go through a lengthy phase of changing their processes to match the software. But with this comes a lot of frustration as there has been no buy-in from staff. This is followed by defining new roles or bringing in new staff to perform the functions demanded by the new software – again we have heartache due to the lack of transparency around change management. Finally we have the realization that the software does not satisfy the business needs as the strategy for purchasing the solution was not clearly defined. But then how could the strategy have been clearly defined if the vision for the company was not understood?

So how should one go about solving a software business need through selecting software that matches the business:

  1. The vision and direction of the company need to be clearly defined and understood. Once the management team have visibility into the vision they can define strategies for the organization that will work towards delivery of the vision.
  2. The structure of the organization and organizational units need to be reviewed to establish if they are correctly structured to delivery on the strategies.
  3. Then the business processes must be reviewed and re-engineered where necessary to optimize them for maximum delivery.
  4. Roles might need to be changed, new ones added or some done away with. All of this within a change management framework.



Only once all of the above are in place and have been correctly defined can the organization start looking at the right software and technology required to deliver the business solution. The solution must be able to match the processes of the organization as closely as possible, with visibility into manual processes. While the mapping is taking place gaps can be identified and integrations to other systems and modifications modeled. This will assist in finding the application best suited to your organization.

In applying this approach there will be minimal change management issues and the best software will be adopted to fit the business, thus providing a high return on investment.


Topics: Selecting ERP, Planning for ERP (or Purchasing ERP)

Louise Thompson

Louise joined SYSPRO in 1985 and has been closely involved in the company’s product development as well as providing services to the six global SYSPRO offices. Her role in SYSPRO forms the link between development and the global marketplace with her goal to empower the SYSPRO offices, resellers and customers through the provision of the right service and support. Louise and her team are responsible for providing product support, training material, SYSPRO certification, and knowledge transfer to customers, either directly or through the SYSPRO offices and resellers.

Given the extensive nature of an ERP system Louise is of the strong belief that the support and services provided by SYSPRO must simplify the customer experience.


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