Episode B1.010 Build ERP for GoLive

RESULTS RADIO..."Let's Grow Together"

Introduction
For the past month or so, we've been going through the concepts within the process of planning, researching, and building your back office. When we talked about building your customer relationship management (CRM) last week, we shed light on customization, dashboards and reporting, vital metrics in the customer journey, and integration. Today's show is going to give you more on that last bit. Enterprise Resource Planning is all about managing the core processes of your business. Much like your CRM system is designed to give you a holistic picture of your end-user interactions, you ERP system is designed to give you a similar picture of your entire business.

Let's build your integrated business manager, shall we?

Have a great business week.
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Show Objectives​
The goal for today's show is to discuss building on foundational research to design your MVP business operating system. Last time we talked about ERP, we identified desirable features for your product and service platforms, which ones you need now, and which ones you want for later. Now we're going to discuss ways to remain modular and flexible within your business model so that you can iterate to your best advantage.

Key Issues - Owner Perspective:

1. Identify necessary metrics and other performance indicators (KPIs) towards your business goals.
2. Design your integrated workflow with exposure to need-to-know information from key systems.
3. Build, measure, learn, rinse, repeat.

What You Need to Know

• How to properly identify, integrate, and expose those ERP functions that spell success for SMBs. Don't get fooled by vanity metrics and useless fancy graphs.
• Your platform – Minimum Viable Powertools – limitations based on your selection(s) and any measures that might counteract them.
• Project management methods that empower you to get the system in place on-time and on or under budget.

What You Need to Do​​

1. Outline a standardized process for designing, testing, & implementing new processes → very meta, I know, but doing so will empower you to train and facilitate future iteration of your platform.
2. Create a living roadmap
   1. Detail the current reality, or as-is process state in your pipeline.
   2. Prioritize development of the to-be processes in your backlog.
      1. Do the iterations of your to-be processes precipitate a new stage of business growth or is this development need triggered by growth

Resources

• Episode B.007 How to Improve or Build A Process
• A pretty good summary of Lean, Agile, Scrum
• www.ibgr.network/show_notes/b009-standard-operating-procedures-sop
  

Shows

• Previous: Episode B1.009 Build CRM for GoLive
• Next: Episode B1.011 Build BI for GoLive

Written by: RJ Lewis

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