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Building Strategic ERP to Support Sales and Service Requirements


Business Unlimited had recently redesigned the client’s go-to-market strategies, their sales team structure, distribution programs, pricing structure and their reporting requirements. It was important that these changes were incorporated into new ERP system.

The selected implementation team had little involvement in designing the new sales programs and limited experience in successful package implementations.

"With help from Business Unlimited, we feel confident that we have the right team in place to get it right the first time and maximize the value of our ERP implementation. This will be a business driven initiative where success will be defined by more than just a 'go live' date."

- VP Operations, Mid-Market Manufacturing Company


Business Unlimited was hired to lead the sales and service development teams and assist the business project manager in applying technology implementation best practices from a business perspective.

Stages in the engagement included:

• Creating the Technology Master Plan

• Implementing PMO governance processes

o Development of product and customer data models that adhere to the new sales and marketing programs.

o Led design efforts for:

 Order Entry

 Pricing and configuration

 Demand planning and S&OP

 Custom product development

 Returns

 Contact Management

o Assist in developing the project plan and implementation time frame.

• Developing a change management plan and a communication plan for accurate, crisp, and consistent messages to the global HR and IT stakeholders and constituents

• Planning and harmonizing results for the Global Design workshops across HR functions including Talent Acquisition and Retention, Learning and Development, Compensation, Benefits, HR Data Operations and Employee Record Management, and HR Strategy. Organization hierarchy and position structures were standardized across multiple divisions, countries and regions. Call Center Management, Portal Governance, and HR Employee and Manager customer experience were also part of the scope of global systems design.


The results of Business Unlimited's participation led to:

• An ERP design that was aligned with current and future sales and service requirements.

• Communication so that stakeholders had a clear understanding of what was included in the rollout across the various implementation phases.

• Solid testing processes to ensure that the sales and service business community was getting the functionality that they requested and needed.

• A realistic implementation timeline and plan with clearly identified business requirements and linkage to strategic business initiatives.

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