ERP Configuration Lecture

Generic 2022

Goals

The goal of this ERP class is to teach how to configure an ERP for a small company or for a non profit organisation, hereby call the “implementation field”. The configuration process is based on a questionnaire and a spreadsheet. It is desireable for this configuration to be as simple and concise as possible. The notation of the exam will depend on your ability to precisely define the nature of the implementation field, to identify the goals of the implementation field w.r.t. ERP implementation and to define taxonomies, a.k.a. “categories”, which are suitable to reach such goals.

You work will therefore consist of:

  1. fill in this document all parts which are marked with XXX and provide relevant information;

  2. fill the spreadsheet TIO-Configuration.Template-001-en with categories which are suitable for the implementation field.

Whenever you answers are precise, concise and show that you are capable of understanding the ERP related management stakes and issues which are relevant for the implementation field, you will get the maximum number of points. Whenever your answers are long, confusing or do not show any understanding of management issues in relation with ERP implementation, you will receive no points. Answers must always be formulated as a sentence with subject, verb and complement.

NB: any answer of the form “there is no need of an ERP” is not acceptable in this case. If your experimentation field does not need an ERP, find another implementation field.

Duration

An experienced consultant can complete this test (questionnaire and spreadsheet) in less than one hour. We expect that a beginner will be capable of finishing this exam in less than 4 hours.

Student Identity

Name: XXX

Given Name: XXX

Email: XXX


Identity of the implementation field

Nature (ex. corporation, non profit organisation, agency): XXX

Name: XXX

Country: XXX

Number of employee or of permanent staff: XXX

Number of sites: XXX

Activity of the implementation field

What does the implementation field sell, offer or produce? (10 line max.)

XXX


What does the implementation field purchase, recycle, receives or uses? (10 line max.)

XXX


Who are the contacts of the implementation field? (10 line max.)

XXX


What are the typical skills and initial training of the staff? (10 line max.)

XXX

Management of the implementation field

Please provide an example of management area or of business process which the implementation field is handling in a way which it considers itself as being good or successful. Explain what reasons make this business process or business area successful. (10 line max.)

XXX



Please provide an example of management area or of business process which the implementation field is handling in a way which it considers itself as being poor or wrong, and which could be improved according to him or her. Explain from what point of view the management area or business process is currently not well implemented. (10 line max.)

XXX


Explain what the implementation field expects from an ERP as 1st priority to improve its own management?

XXX


Explain what the implementation field expects from an ERP as 2nd priority to improve its own management?

XXX


Explain what the implementation field expects from an ERP as 3rd priority to improve its own management?

XXX

Category Configuration Spreadsheet

Please fill each tab of the attached spreadsheet (TIO-Configuration.Template-001-en) by making sure that the taxonomy you design is relevant for the implementation field and help to meet its management goals. Comments are provided on each tab to help you understand the meaning.

Hints

A sample spreadsheet is provided for a “fish retailer” in an urban area (TIO-Configuration.Sample-001-en).

NB: make sure all columns, *, ID and description are defined (1 point par category).

Example of correct input (Path, ID, Title, Description)

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