Building an ERP Case Study for your company

When the time comes for your firm to upgrade your ERP (Accounting)  software, ultimately you will need  to answer the following three questions:

Our professional and experienced business development team will help you answer these questions by  building an "ERP Case Study for (insert your company name here)".  The case study is done before you  purchase any software or make a selection of which partner to use.  Along with your team, we gather  imperative details of your company and align your requirements with the costs and associated benefits  of improving each process.  The end result is exactly what your executive team needs to make an  informed business decision on when and whether to implement a new ERP solution.

The elements of the case study can include:

  1. Intro
  2. Business Summary
  3. Corporate Structure
  4. Current Business Process Diagrams
  5. Requirements and Objectives Grid
  6. Company Resource Chart
  7. Proposed ERP Solution Diagram
  8. Software and Implementation Quote
  9. Proposed Project Plan
  10. Return On Investment and Pay-Back Analysis

Here is a 8 page sample of one we did recently for a company:
Page 1 – Intro
(This page lists the contents of the Case Study and it’s purpose)
Page 2 – Business Overview
(This page display’s visually the corporate structure and financial reporting requirements)
Page 3 – Current Business Process Diagram
(This page display’s visually the current business ERP processes)
Page 4 – Project Objectives
(This page lists in detail the main objectives and pain points the business is experiencing now along with proposed solutions for each
Page 5 – Solution Diagram (This page visually displays the proposed solution)
Page 6 – Resource Chart (this page display’s visually the company’s human resources)
Page 7 – Pricing (This page is a quote of both software and services for the implementation)
Page 8 – Payback Analysis (this chart shows the ROI and point at which the new solution pays for itself)

Click here if you are interested in our help building a Free ERP Case Study for your firm.

What were the primary reasons your firm upgraded your accounting system to Dynamics GP?

Enhanced reporting capabilities 54.2%
Ability to integrate with other applications 50.0%
Scaleability to handle large transaction volume Scaleability to handle large transaction volume 33.3%
Flexibility to create your own ‘modules’ and features in the software 16.7%
Enhanced security and control features 25.0%
Your old system simply lacked features (i.e. inventory, intercompany, revenue expense deferrals, collections) 50.0%


On average, how much more productive are the Dynamics GP users (in completing their tasks) as a result of your firm making the switch to Dynamics GP?

(i.e. Jane performed the year end closing task in 4 days on the old system and now she completes it in 2 days with Dynamics GP– she is 50% more productive)

50% or more 33.3%
40% 8.3%
30% 25.0%
20% 20.8%
10% 12.5%
0% 0.0%