Strategic ERP/WMS Selection: Guiding a CPG Company

TECHNOLOGY ADVISORY CLIENT SUCCESS

CHALLENGE

A privately held CPG company had underinvested in their core ERP and operations platforms, specifically regarding Warehouse operations and their WMS platform. As a result, they had embarked on a software selection and digital transformation journey with a leading Fortune-1000 consulting firm. Though the selection process was as comprehensive and exhaustive as one would expect, the client was uneasy with the results and felt as if their voices were not being heard, particularly with the final analysis and recommendations being made. IT Ally was asked to provide an independent and objective review of the process and partner recommendations.

SOLUTION

Rapidly assess the clients ERP/WMS replacement program, interview of stakeholders on critical requirements and business imperatives, in-depth review, and analysis of (incumbent partner) outputs and recommendations. Based on stakeholder input, create objective scoring & weighting criteria to lead client through an objective and unbiased review of the product recommendations.

RESULTS

Our independent analysis revealed that although the incumbent partner had presented two viable product finalists, the recommended final solution had been unduly influenced by the software manufacturers current incentive program to close deals for end of quarter. Though not done with malintent, the incumbent partner placed too much emphasis on financial incentives, failed to communicate transparently with the client and allowed their own agenda to take priority over the clients. At the urging of the client, IT Ally additionally lead an implementation partner selection process. IT Ally ensured the client voice was prominent in every conversation, recalibrated the analysis to their needs and lead the client to select the solution and partner that best meet their needs.

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