TriVista Leads ERP System and Implementation Partner Selection in 10 Weeks

---

The Challenge

A rapidly growing multi-site B2B and B2C services organization was operating on outdated, partially manual systems that limited visibility, scalability, and operational efficiency. Leadership needed to modernize its ERP platform to support growth while minimizing implementation risk.

The organization also faced limited internal alignment around requirements, lacked experience evaluating ERP vendors and implementation partners, and needed a clear, defensible recommendation for its private equity board — all on an accelerated timeline.

---

Our Approach

With deep expertise across ERP modules and processes, combined with a strong understanding of the industry, TriVista led a structured, end-to-end ERP assessment designed to deliver speed without sacrificing rigor.

Our team:

• Interviewed cross-functional stakeholders to define and prioritize business and technical requirements
• Built a weighted requirements matrix to objectively evaluate ERP solutions
• Shortlisted ERP vendors and implementation partners based on industry fit and scalability
• Facilitated focused, use-case-driven demonstrations to avoid generic sales pitches
• Developed solution and partner scorecards to support data-backed decision-making
• Supported pricing analysis, contract review, and final board-ready recommendations

TriVista acted as an independent advisor throughout the process, ensuring alignment, transparency, and confidence at every decision point.

---

The Results

Within 10 weeks, the client selected a best-fit ERP solution and implementation partner with full executive and board approval.

Key Outcomes:

• 10-week ERP selection timeline (vs. a typical 4–6 month process)
• 100% stakeholder alignment across operations, finance, and IT
• Reduced implementation risk through informed partner evaluation
• Board-approved recommendation supported by objective scorecards
• Clear roadmap for scalable growth and operational efficiency

The organization exited the assessment phase with confidence, clarity, and momentum to move directly into implementation.