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ERP Case Study | Consumer Services

Client Problem

Prior to engaging the services of Panorama, this consumer services company in Denver was using custom software developed in an AS/400 environment. Many of its core business processes were either manual or paper-based, and the company was struggling with the issue of “sole dependency” on a single employee who understood the architecture and reporting of the legacy systems. In order to continue providing outstanding service to customers while growing through acquisitions, management knew that it needed to modernize its systems and business processes.

Problem Highlights

  • Outdated legacy systems
  • Manual business processes

Panorama Solution

Because of its independence and lack of resell agreements with ERP vendors, the company chose Panorama to evaluate its ERP software options, redefine its business processes and successfully program manage the ERP implementation.

Solution Highlights

  • Defined current business processes, pain points, opportunities for improvement and ERP business requirements
  • Evaluated18 industry-specific and cross-industry ERP software packages
  • Created RFPs and evaluated vendor responses
  • Evaluated the functional and technical features of each software package against the client’s specific business requirements
  • Helped select the ERP software that best addressed the client’s business requirements
  • Negotiated ERP contract terms favorable to the client
  • Defined the ERP customization scope and implementation plan
  • Developed a budget, business case and ROI analysis of selected software
  • Developed an organizational readiness assessment to identify potential barriers to change
  • Provided ERP project management, including managing third-party vendors and the client project team
  • Defined business process workflows in the context of the new ERP system
  • Developed training documentation and facilitated end-user training
  • Conducted organizational change management and communication activities
  • Managed technical infrastructure upgrades to meet ERP software requirements
  • Conducted post-go-live audit and corrective action to ensure client realized maximum benefits

Measurable Business Results

The Panorama team provided selection and implementation services to the client, delivering increased efficiency and a high return on investment.

Highlights of Results

  • Negotiated ERP software contract fees that were more than 25-percent lower than the original estimate
  • Managed the project budget to ensure fixed and variable project costs came in under budget
  • Defined cost savings resulting from improved efficiencies and lower cost structure, resulting in a 60-percent return on investment and 2-year payback period