Case Study

ERP Assessment Selected the Best-Fit Solution and Implementation Partner in 10 Weeks

Services Provided
Technology Advisory
Industries Served
Building Products

The Challenge

A multi-site, rapidly growing gate installation and service company engaged TriVista to help them select a new ERP solution and implementation partner. The client had a very aggressive timeline to implementation and requested TriVista to assist in the selection process and to perform a high-level data review and analysis.

Our Approach

TriVista used its deep knowledge of ERP modules and processes, aligned with thorough understanding of the key requirements and differentiators of the client’s business processes, to quickly get to a short list of possible best-fit solutions.

  • Communicated with appropriate implementors of the selected solutions, utilizing existing relationships with a stable of partners
  • Educated the partners in order to create focused demos to show to the client key stakeholders
  • Facilitated vendor scoring by the client, and then coordinated callback sessions for further demonstration on functionality that needed clarification
  • Assisted with pricing negotiation and contract review

The Results

The client was able to select the best-fit solution and implementation partner in 10 weeks, with full buy-in from private equity board oversight. Key deliverables and artifacts included focused requirements documentation, vendor/solution scorecards, board presentation deck on process and results, and weekly status updates.

To find out how TriVista can help you achieve similar outcomes, contact us today:

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