Case Study

TriVista Assists in Identifying Best-Fit ERP System and Implementation Partner to Modernize Back-Office Operations

Services Provided
Technology Advisory
Industries Served
Business Services

According to Statista, the average ERP selection process takes 17 weeks.

The Challenge

A multi-site, rapidly growing B2B and B2C services company was looking for support in modernizing outdated technologies and mitigating IT risk. Their current technology stack was missing key functionalities and they wanted to ensure a new solution was found quickly and would grow with their business. The company engaged TriVista to help them select the right ERP solution and an implementation partner to oversee the process.

Our Approach

We used our deep knowledge of ERP modules and processes, aligned with a thorough understanding of the industry, to quickly narrow a short list of possible best-fit solutions.

  • Conducted interviews and analyzed existing data to understand the client’s specific pain points and needs
  • Communicated with appropriate implementors of the selected solutions, utilizing existing relationships with reputable partners
  • Educated the implementation partners to create focused demos for the client’s 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 their private equity board. Key deliverables and artifacts included focused requirements documentation, vendor / solution scorecards, board presentation deck on process and results, and weekly status updates. Once implemented, the new solution will create several efficiencies across back-office operations.

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

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