Scoping SAP Business One Implementation From A to Z With a Pre-Sales Requirements Analysis

So you have decided that SAP Business One is a good fit for your business.

If you are at this stage, chances are that you have probably gone through a strict ERP selection process of defining requirements and budgets, investigating ERP solutions, deployment options, implementation partners and board approval.

After all the research and review you came to the conclusion that SAP Business One is your first choice. So what are the next steps?

If you have shortlisted SAP Business One as your business management solution of choice and want to know what the suggested next steps are then this information is for you.

Because scoping SAP Business One can be a hard task, the team at Leverage Technologies suggests a pre-sales requirements analysis. This requirements analysis usually involves one day’s on-site analysis of your requirements by the team at Leverage Technologies followed by one day of testing and documentation by a senior SAP Business One consultant. This is an important step that we follow for any SAP Business One implementation that we carry out.

Let’s have a look at what’s included in the SAP Business One Pre-Sales requirements analysis process.

Pre-sales requirements analysis – The key to any SAP Business One Scoping

• Give your team a chance to work with the team at Leverage Technologies to get a better understanding of culture and fit to your organisation.
• Create a project plan with timelines, responsibilities and milestones
• Document your system requirements
• Finalise the server, infrastructure and / or cloud requirements
• Finalise the user count and software license requirements for SAP Business One
• Finalise the proposal – including required investment
• Finalise the days required to implement SAP Business One
• Understand and document data conversion requirements
• Understand and document reporting requirements
• Produce a gap analysis and suggested resolution
• Define the project team – for the customer and Leverage Technologies
• Produce a high level scope of works

In a nutshell, the assessment is aimed at giving your team and our consultants full visibility on what the business requirements are and what needs to happen for us to get you where you want to be.

More information about the pre-sales analysis

Timelines: depending on the complexity of your business requirements and the overall scope of works required, the team at Leverage technologies will usually require one to two days on-site and one to two days to test and document the outcomes. Your detailed requirements analysis document will be ready for you to review approximately one week after the on-site meetings.

What investment is required? The great news is that the team at Leverage wants to make sure that SAP Business One is the right business management solution for your business. With this in mind the team at Leverage Technologies offers their time free of charge. There is no cost associated with running a requirements analysis. An investment in time is required from you and your senior team to discuss your requirements.

What preparation do I need to do for the requirements analysis meetings? The team from Leverage Technologies will arrive onsite ready to ask a number of questions. The senior consultant from Leverage will take responsibility for “driving” the meeting and the outcomes. There is no specific preparation for you or your team to do before the meeting except to come to the meeting prepared to discuss:

• Business requirements
• Reporting requirements
• Data conversion requirements
• Current processes and procedures
• Potential areas of improvement
• Project timelines
• Available project resource
• Current systems

Who should attend the requirements analysis meetings? The requirements analysis meetings are designed to help the team at Leverage Technologies get a better understanding of your functional requirements. With this in mind you should include senior team members in the requirements analysis. Usually a senior team member from each functional area of your business – finance, warehousing, manufacturing, purchasing, sales etc.

Your SAP Business One experts will be there every step of the way

Leverage Technologies’ SAP Business One consultants have carried out numerous pre-sales assessments across many industries.

Once you have received and reviewed the requirements documentation the team at Leverage Technologies will be available to answer any questions you might have.

Changes can be made to the functional requirements, timelines and project plan and even days to implement. All of this is based on a review of the documentation by you and the team at Leverage Technologies. Once the scope / requirements are agreed you are ready to kick off your SAP Business One project.

Conclusion

After you decide that SAP Business One is the best fit for your organisation, the next logical step is a pre-sales requirements analysis.

This is carried out in the form of an onsite analysis to understand your business requirements in details and create a project plan with timelines, responsibilities and milestones for your business. Scoping SAP Business One relies heavily on the pre-sales requirements analysis.

Leverage Technologies provide this assessment free of change to ensure SAP Business One is the right solution for your requirements and can help you achieve your business goals. Some of the top SAP Business One consultants from Leverage Technologies will work with your key stakeholders to scope the SAP Business One implementation and deliver the assessment output.

For more information or to book an assessment contact us on 1300 045 056 or email info@leveragetech.com.au.