Don’t just take a module by module point of view of your systems. Your conventional upgrade includes a project phase for the fit/gap analysis but rarely includes a business process assessment. This “delta” fit/gap process focuses on the new features in v9.2. So, it’s typical that participants start with asking themselves “Here’s what I do today, how will it work in v9.2 ?” The best outcomes from this fit/gap session are a reduction of customizations and greater employee productivity by using the new features within a PeopleSoft module but rarely do these end-to-end business processes change significantly. This is the main complaint we hear from executive sponsors.

This is why we at BTRG advocate a business process assessment as a separate initiative in your ERP strategy.

We always propose both exercises: fit/gap analyses and business process assessments. Using this pre-upgrade business process assessment, we deliver more objective and broad changes to your staff’s roles and tasks.

With the duality of BTRG’s approach, you can expect business outcomes that streamline, standardize and eliminate time-consuming cycle processes. These 3 business outcomes rarely occur through just an upgrade fit/gap because it risks team conflict. A system’s integrator engaged in your upgrade builds an effective working relationship with your subject matter experts (SMEs) and IT business analysts. Challenging the status quo business process is inherently confrontational so trying to wrap both into the same effort is a compromise – as you can imagine.

Recognizing this challenge, BTRG has worked over the years to understand these barriers to change and factor organizational behavior into our methods. Now, we have seen that a separate pre-upgrade assessment, focusing on business processes before the larger upgrade effort, ensures objectivity and will allow our deliverables to “have teeth”.

If you are considering a version upgrade, we suggest starting with an assessment of business processes as a separate initiative. The BTRG team is ready to start and comes armed with predefined deliverables and process maps that reflect the industry-leading practices. After 24 years in this business, the greatest reward for BTRG is having a productive relationship with our customers and seeing your organization reap the benefits of ERP investments.

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