The Anatomy of a Successful OCM Strategy (What Does it Look Like?)

by Panorama Consulting Group | Jan 25, 2023

Anatomy of a Successful OCM Strategy
  • The top 10 ERP systems range from platforms designed for small and mid-sized businesses to enterprise suites built for complex, multi-industry operations.
  • This year’s report focuses on AI in core workflows, multi-entity operations, and the limits of extensibility.
  • A vendor list is only the starting point for ERP selection, because the right fit depends on how well a platform's architecture and product roadmap match an organization's growth plans.
  • Organizations that measure the top ERP systems against their own selection criteria are better positioned to scale without needing to replace their system as operations expand.

If you’re considering implementing new processes or technology, it’s time to start thinking about how you will ensure employee buy-in.

Will you use organizational change management (OCM)? How will you build your OCM strategy? Today, we’re sharing the key components of an effective OCM strategy.

What is Organizational Change Management?​

When we talk about organizational change management, what do we mean?

Put simply, this is about looking at your implementation from your employees' perspective. Sure, the technology is exciting to you, but does it make your employees feel threatened? Are they fully aware of how it can benefit them, or do they have lingering questions that are holding them back?

In the middle of an enterprise software project, it's easy to focus on the technical details, but don't forget to keep your workforce in mind. OCM should be an integral part of any ERP implementation. By taking a proactive approach, you can mitigate future resistance and maximize user adoption.

The 2026 Top 10 Manufacturing ERP Systems Report

These are the ERP systems that are shaping the future of manufacturing—including AI-powered ERP systems that are empowering manufacturers to make data-driven decisions and enhance operational efficiency.

What Should be Included in an OCM Strategy?

1. Organizational Readiness Assessment​

Even if a new technology, such as an ERP system, promises to transform your organization for the better, employees may be hesitant to embrace the new workflows.

When performing a readiness assessment, consider the following parts of your organization:

• The company as a whole
• Your employees
• Your sponsors and stakeholders
• Your organizational culture and history

Consider what impact the change will have on each group. Which parts are more likely to resist it? What steps can you put in place now to avoid issues down the road?

2. Sponsorship Plan​

Executive sponsorship can make or break OCM success. It's a critical part of any successful ERP implementation and should be a top priority in your planning phase.

While the two terms might sound similar, keep in mind that executive sponsorship is different from executive support. For the most part, support is verbal. Your C-suite leaders might say they support your initiative, but are they a visible proponent throughout the organization?

As early as possible, create a roadmap that outlines how you'll secure sponsorship. The goal should be to not only achieve internal sponsorship, but to explain the benefits of the project to your executives so they can rally other stakeholders and decision-makers.

3. Communication Plan

When it comes to communicating a change, how and when you say something is just as important as what you're saying. That's why a communication plan should be a major part of your OCM strategy.

Relaying information one time isn't enough. Instead, you need to repeat key points throughout the project, reiterating them to make sure your employees, department leaders, and executives understand what's going on.

4. Different Levels of Training​

When employees understand how to use a new system, they're more likely to adopt it once it's live.

Often, resistance is rooted in fear and uncertainty, which could lead to ERP failures. Training helps alleviate these concerns.

There are two main types of training that should be included in your OCM plan. These include:

• Change management training: Teaches managers how to drive change within their departments
• End-user training: Teaches employees how to use the new system and navigate new workflows

5. Resistance Management Plan

While the steps above can help curtail resistance, the reality is that it can still occur. When it does, you need to have a plan in place to mitigate it as soon as possible because one loud voice of dissention can be enough to instill fear  into your entire workforce.

Within your resistance management plan, identify the steps you will take to assess and manage resistance across your workforce. Each team leader should be familiar with this plan and know how to implement the steps in their own departments.

6. Reinforcement and Results Management

Change management doesn't end when your systems go live. After the change is implemented, you need to know how it's going.

Allow employees to share their feelings about the change. Then, review this feedback and incorporate suggested changes where feasible.

At the same time, it's also important to acknowledge instances of positive change adoption and reward those behaviors.

Create an OCM Strategy for Your Implementation Project​

Before you begin any type of enterprise-wide implementation, take the time to create an OCM strategy, first. While it's important to focus on the technical aspects of the project, you never want to gloss over the human aspect.

When employees are prepared for the changes that lie ahead, they are less likely to resist them. By focusing on change management now, you can lay the groundwork for every other phase of your project to fall into place.

Contact our organizational change management consultants below for a free consultation.

What are the top 10 ERP systems for 2027?

Panorama’s report features Acumatica Cloud ERP, Epicor Kinetic, IFS Cloud, Infor CloudSuite, Microsoft Dynamics 365, Oracle Fusion Cloud ERP and NetSuite, Priority ERP, Sage X3, SAP S/4HANA, and Workday. The right system depends on your operating model and business goals.

Should our shortlist include only top ERP systems?

A shortlist should come from your organization's own requirements, but the top ERP systems are a useful reference point while those requirements take shape. Some organizations find their best fit among these vendors, while others need a specialized platform with deeper functionality for a particular industry. Defining requirements first keeps the comparison anchored to how the business operates.

What should we evaluate beyond functionality when comparing ERP vendors?

Current functionality matters, yet a platform's architecture and extensibility determine whether the system can adapt as the business changes. The vendor's product roadmap shows where investment is heading, including how AI is being embedded into core workflows. Evaluating these factors together reduces the risk of a costly replacement when the organization expands into new markets or acquires another business.

How does a structured selection process affect ERP implementation?

Selection decisions carry directly into implementation, because requirements and business processes defined during selection give the project team workflows already designed around the new system. In one Panorama engagement, a B2B product supply company completed process work alongside selection and shaved ten weeks off its implementation schedule, saving hundreds of thousands of dollars in the process.

Are the top 10 ERP systems suitable for small and mid-sized businesses?

Several vendors in the report focus on that market. Acumatica and Priority are designed for small and mid-sized organizations, and NetSuite serves as Oracle's mid-market cloud suite. Sage X3 is built for mid-sized manufacturers and distributors.

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About the author

Panorama Consulting Group is an independent, niche consulting firm specializing in business transformation and ERP system implementations for mid- to large-sized private- and public-sector organizations worldwide. One-hundred percent technology agnostic and independent of vendor affiliation, Panorama offers a phased, top-down strategic alignment approach and a bottom-up tactical approach, enabling each client to achieve its unique business transformation objectives by transforming its people, processes, technology, and data.

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