ERP Configuration Lecture
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:
fill in this document all parts which are marked with XXX and provide relevant information;
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.
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.
Given Name: XXX
Nature (ex. corporation, non profit organisation, agency): XXX
Number of employee or of permanent staff: XXX
Number of sites: XXX
What does the implementation field sell, offer or produce? (10 line max.)
What does the implementation field purchase, recycle, receives or uses? (10 line max.)
Who are the contacts of the implementation field? (10 line max.)
What are the typical skills and initial training of the staff? (10 line max.)
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.)
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.)
Explain what the implementation field expects from an ERP as 1st priority to improve its own management?
Explain what the implementation field expects from an ERP as 2nd priority to improve its own management?
Explain what the implementation field expects from an ERP as 3rd priority to improve its own management?
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.
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)