Erp Audit En

Evaluation and optimization of ERP system usage

2

Aligning Processes and Software

Trovarit AG Services

Consulting - from process analysis to ERP selection and

implementation to operation

�company-internal process analysis

�potential analysis via requirement specification / tendering

�software vendor assessment according to structured script

�project coaching up to implementation phase

�accompanyment during implementation

Contract-Check

�specialist contract check

�checklist with more than 80 criteria

�evaluation of commercial conditions

�short expertise

Trovarit AG Tools

IT-Matchmaker light - the Top20 software solutions

for your company

�market analysis based on structured checklists

�juxtapposition of your individual requirement profile with the software

solutions' profiles

�parallel analysis of more than 10.000 reference projects

�individual Top20 Report with detailed information on your favourites

Free analysis at:

IT-Matchmaker professional - detailed tendering with your

favourites

�requirement specification templates with structured profiles

�requirement definition via more than 2.500 criteria

�addition of company-specific requirements

�directed tendering with 10 to 15 favourites

�incl. start-up workshop

ERP-Audit - Evaluate and optimize ERP system usage

�personalised online-poll (user/role-specific)

�reference questionnaire adjustable/enhanceable individually

�any number of question types can be combined

�documentation of employees' improvement suggestions

�comprehensive analyses

�clear result presentation for the deduction of optimising measures

�incl. set-up and analysis workshop

www.it-matchmaker.com

Trovarit AG

Trovarit AG sees itself as market analyst and independent advisor for all

questions concerning the selection and implementation of software

solutions.

®With the selection and bidding platform IT-Matchmaker Trovarit has

developed a tool which enables users to evaluate business software

solutions easily, safely and efficiently. In addition to that the platform

provides exclusive market data which form the basis for market surveys

with different thematic focuses. Professional consulting services, that can

be tailored to a company's particular needs top up Trovarit's portfolio.

3

Evaluate and optimize ERP system usage

ERP solutions are typically used over many years with the purpose of

supporting the business processes with software technology. Whenever

processes change within the company or other operational changes evolve,

new requirements and hence weak points or rather potential for optimization

emerge.

The question where more efficient processes are necessary and could be

managed with the existing software is not always obvious. Therefore, to some

extent, easy to achieve potentials of improvement remain unused.

ERP-Audit

Against this background, Trovarit has developed the online tool “ERP Audit”

which allows companies to efficiently capture and objectively evaluate the

quality of their ERP system application within the framework of a structured

application analysis. On this basis and under consideration of the employees'

suggestions for improvement it is possible to develop optimization measures,

which sustainably increase the quality of ERP usage.

Fields of Actions for ERP System Usage Optimization

Trovarit AG

Joachim HermannsVertrieb

Pontdriesch 10/12D-52062 Aachen

Tel: +49 (0)241 40009-23

Mail: [email protected]

| www.trovarit.com www.erp-audit.de

In system usage analysis almost all aspects of ERP system usage are

captured and evaluated: from system technology and usability to interfaces

to costs. Thus, a comprehensive picture is created which includes all weak

points and potentials.

Costs

ExternalSupport

Adjustmentsand Interfaces

Memos, reports &master data

Company

Selection and implementation project

Administrationand operation

System technology& handling

Process/functionalsupport

+

+

+

+

+

+

+

+

Evaluation and Optimization of ERP System Usage

4

What Are Your Goals?

With the help of the ERP Audit the quality of the ERP utilization within your

company is identified. The collected data do not only allow a validation of your

software solution with respect to the actual utilization and assistance, but also

provide information about the starting points for improvements within the

organization of your company, expose training deficiencies and generate a

solid basis for the future ERP strategy.

Typical goals of an ERP-Audit

� Preparation/assessment of release changes

� Structured analysis and evaluation of the provided ERP support

� Exposure of undesirable developments/trends or misdirected

investments

� Transparency concerning the installed ERP support

� Increase of value of the implemented solution

� Identification of areas of improvement

� Deduction of organizational and IT technical measures for

improvement

� Setup of a continuous improvement process

� Basis for a sustainable ERP strategy

� Improvement of internal and external customer satisfaction

� Improvement of data quality

� Improvement of user qualification and motivation

Which Questions Do You Want To Ask?

The details of the questionnaire answered by your employees are most of all

determined by the goals you want to achieve. Basically, the central questions

always concern whether the provided functions support your business

processes adequately, whether the software is used consistently, and

whether your employees are satisfied with the provided support.

Results

Of course, also the desired results of an ERP Audit vary depending on the

defined initial goals. But it always revolves around the identification of

optimization potentials and the deduction of appropriate actions to max the

full potential.

Some measures for improvement like, for example, user training can be

initiated rapidly and show almost immediate effect. Others can impact the

whole organization and must be implemented strategically and rather show

effect in the medium or long term.

System support in the core processes

Degree of utilization ofthe software solution

Unused functions

Missing functions

Data structures anddata quality

Information flowsand reports

Assessment of thesystem by the users

Are the most important processes (e.g. order management) supported consistently and efficiently?

When do employees resort to manual input, Excel reports, etc.?

Which potentials of the software are not yet maxed out?

Where does the ERP software show functional gaps?Where does it miss required functions?

Do the data structures represent the processes within the company? Is there any data redundancy?Are there any inconsistencies?

Can users retrieve the required information at any time and in the correct form?

How satisfied are the users with the application? Is the solution really integrated into the processes or is it passed by in places?


ERP-Audit - The Plattform

Setting-up ERP-Audit - Orchestration of the Contents

Important for the ERP-Audit is the structured approach and the transparent

documentation of all results.

This can be ensured by developing a questionnaire which considers all

relevant aspects and which is adjusted to the individual structures and

processes of the company.

5

The contents and the extent of the

questionnaire can be configured

individually. Equally, different types of

questions can be chosen.

For many areas of application and

production types reference models

are available. These can be taken as a

basis for the completion of the

questionnaire.

With the setup of the platform, roles

and rights can be assigned to each

user individually. With the help of this

user rights management it is possible to control which parts of the

questionnaire are provided for editing and which reports are displayed.

Our Platform provides

�Reference questionnaire can

be adjusted/extended

individually

�Any number of question

types can be chosen and

combined with each other

�User administration with

rights and roles

Setting-up ERP-Audit

Orchestration of

contents and user

concept

erp-audit.de

Question-

naire,user concept

Finance &Cost Accounting

HRM / Payroll Accounting

Marketing, Sales

Project Management

Development &Construction

Material Managementt

Production

Warehousing & Logistics

Quality Management

Enterprise ContentManagement

Multisite-Support

Finance Accounting

Consolidation

Asset Accounting

Cost Accounting

Certification of Finance Accountingin the following countries

Single Project Management

Project-Controlling

Portfolio Management

ERP-AuditStandardfragen zur

Einsatzanalyse

-

-


Realisation

Satisfaction

Degree of usage

Functional range

Month_year

Employee qualification

Data quality

Yes/No

Rating

Yes/No/Text

NUMBER

Country

TemplateQuestion types

Expert knowledge

Advanced knowledge

Basic knowledge

No knowledge

small modification

middle modification

great modification

partner product

6

Usage/Potentials Analysis

The actual Usage and Potentials Analysis results from the individual ratings

of the employees via the online platform. Each employee receives a link to

his “individual” questionnaire. He now can answer the questions assigned

to him and efficiently provide his evaluation of the ERP system usage.

Our platform provides:

�personalised online

questionnaire (user/role

specific)

�access via individual direct

links

�easy user prompting

�entry of suggestions for

improvements at any time

The employees can document suggestions for improvement for each

single question by using a simple form. These suggestions are collected

and classified and can be efficiently evaluated later on.

Usage/Potentials Analysis -

Evaluation via online platform

erp-audit.de

U ag an lysis e a s

Que tios n-

i e,na rus r ec nc pto e


Our platform provides

�comprehensive analysis

possibilities

�clear graphic

presentations

�Comparability of the

single results

�Excel-export of the raw

data

7

Potentials Evaluation - Deduction of Optimizing Measures

Finally, the collected data can be evaluated individually with regard to the

pre-defined goals.

Different types of diagrams representing the results of the poll facilitate the

analysis and point to areas which show many deficiencies resp. are often

rated negatively.

When deducing and performing optimisation measures, you can concentrate

on these areas to find a fast remedy.

Typically, the “Quick Wins” are tackled with preference. They are potentials

which are maxed easily and quickly and, at the same time, promise big

effects. The approach to the big steps must be decided individually in each

company, e.g. based on the availability of internal capacities.

Expensehigh

low

high

"Quick wins""Big Steps"

"Last but not Least" "Fix the Basics"

12

4

8

8b

8a

36

5

79

low

Optimization of ERP Usage

erp-audit.de

a a lyUs ge na sis

Deduction of

optimisation

measures

u iQ est on-,naire

us r enco cept


Trovarit AG

Joachim HermannsVertrieb

Pontdriesch 10/12D-52062 Aachen

Tel: +49 (0)241 40009-23

Mail: [email protected]

| www.trovarit.com www.erp-audit.de

Erp Audit En

Documents

Transcript of Erp Audit En