Independent ERP strategy

Decide what to transform before choosing your ERP

An independent ERP strategy clarifies business priorities, processes, data, architecture, and scope before going to market. PlanAxion helps leadership decide what to change, in what order, and within what constraints.

Framing your ERP strategySee our approach
No software to sell · Business + architecture · Client-side consulting

Strategic framework

Before starting the selection process

Decisions to be made

Business prioritiesObjectives, pain points, expected outcomes
01
ProcessesGaps, dependencies, responsibilities
02
ArchitectureData, integrations, constraints
03
RoadmapScope, sequence, governance
04

Selection comes later: once the target, scope, and criteria are clear.

Define the decision before choosing the platform

Consultant listening attentively to a client during a meeting.
01

Diagnosing the current state

  • In-depth analysis of current processes
  • Realistic business case (benefits, costs, risks)
  • Strategic vision aligned with your business goals
  • Critical processes, pain points, and workarounds
  • Data, integrations, and technical debt
  • Business and compliance constraints
Hand adjusting stacked blocks in a planning context.
02

Defining the target

  • Structured request for proposal (Oracle, SAP, Dynamics…)
  • Vendor-neutral comparison
  • Independent opinion on vendors and ongoing projects
  • Priority business capabilities to support
  • Architecture and integration principles
  • What should remain standard, evolve, or be phased out
Project manager reviewing a planning screen.
03

Building the business case

  • Precise definition of scope
  • Deployment strategy (big bang or phased)
  • Governance, project team, realistic timeline
  • Scope and transformation scenarios
  • Costs, benefits, dependencies, and risks
  • Decision sequence and governance
Growth curve illustrating optimization and results.
04

Prepare for selection

  • Comprehensive project management (testing, training, go-live)
  • Change management and user adoption
  • Hypercare + post-implementation support
  • Selection criteria derived from strategy
  • Clear scope for the request for proposal
  • Structured transition to ERP evaluation

Strategy reduces ad-hoc decision-making

Management receives a target, scope, priorities, and a roadmap that then serve as the foundation for project selection, budgeting, and governance.

Discuss your ERP strategy
image of a business strategy session for data analytics and business intelligence
image of success metrics in chart form [interface]

Resources and support

Moving from strategy to selection

Once the target and scope are clarified, compare solutions and integrators using an independent selection method.

Independent ERP selectionClient-side ERP governanceERP project recoveryIndependent SAP consultingIndependent Oracle ERP consultingPreparing the ERP request for proposals