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One For The Books

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SUMMARY:

A leading educational publisher faced a daunting challenge: undertaking a significant upgrade of its Enterprise Resource Planning (ERP) system to streamline its operations. However, like many organisations, they struggled with unclear business requirements, misalignment between teams, and the risk of costly rework.


KEY CHALLENGES:

Successful ERP Implementations are notoriously difficult to achieve. The core challenges are rarely due to a lack of funding or technical expertise. Instead, they often stem from poorly defined requirements. As Mark Auer, CEO of Axiom, our implementation partner in this project, put it:

Without a clear roadmap, the client risked falling into the same trap—wasted resources, scope creep, and project failure. That’s where Analyze stepped in.


THE ANALYZE SOLUTION:

Analyze partnered with Axiom to ensure our mutual client’s ERP implementation had a strong foundation. Our role was to:

  • Conduct in-depth process analysis through stakeholder workshops.
  • Map out current (AS-IS) and future (TO-BE) processes.
  • Perform a gap analysis to identify critical issues.
  • Define necessary changes across people, processes, and technology.
  • Create a detailed, structured requirements document for Axiom to execute efficiently.

By facilitating collaboration between the client’s teams and Axiom’s developers, we eliminated silos and ensured genuine alignment from day one.

IMPACT AT A GLANCE:

  • 60 successful stakeholder workshops held.
  • Months of unnecessary rework and man-hours avoided.
  • 127 change/improvement opportunities identified across people, processes, and technology.
  • 159 gaps spotted.
  • Faster and more accurate development ensured, thanks to a clear roadmap.
  • Cost savings for both the client and Axiom, reducing wasted effort and budget overruns.
  • A seamless transition underway, ensuring long-term ERP success for the client.
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OUR INSIGHTS:

  • Invest in Expert-Led Discovery: Bringing in independent experts like Analyze ensures requirements are defined with precision from the start.
  • Engage All Stakeholders Early: Involving key business users, IT teams, and implementation partners from the outset reduces misalignment.
  • Document with Clarity: Vague requirements lead to vague solutions. Detailed documentation, clear user stories, and precise specifications eliminate guesswork.
  • Bridge Business and Tech: Translating business needs into actionable development insights is critical—this ensures that what’s built is fit for purpose.
  • Prioritise Change Management: Understanding how new systems will impact people, processes, and technology helps businesses prepare for and embrace transformation.

If you’d like a free PDF of this Case Study, download it here.

Looking to meaningfully shift behaviour, optimise business processes, or streamline your tech? Get in touch.

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