The Comprehensive ERP Planning Guide

Download: Your Comprehensive ERP Planning Guide

Bridging the technology gap and building a roadmap for success

If you’re looking for a complete ERP planning guide, you’ve landed in the right place. Whether you’re upgrading your current ERP system or starting from scratch, an ERP project is a huge investment of time, money, and valuable resources. Over the years, Terillium and Ultra Consultants have helped hundreds of organizations streamline their business processes, select ERP software, and implement a complete ERP solution.

In this guide we share what we’ve learned from 20+ years of experience of implementing successful ERP projects so you can be successful too.

What’s Covered in the ERP Planning Guide

Your download includes information on modern ERP software today, making the business case for an ERP project, improving business processes with ERP, tips for ERP selection, best practices for implementing ERP software and beyond.


The idea of enterprise resource planning has its roots in 1960s manufacturing management and 1980s materials planning. Since then, the concept of ERP has expanded in scope and new technologies have enabled significant evolution. And today’s modern suite of business applications is the result.

ERP software today offers business professionals an integrated solution with full visibility into all your business data, as well as reporting tools that define and deliver key performance indicators, measure performance and plan for growth.


Whether your existing ERP system is at the end of its lifespan, your vendor is sunsetting support for your current version, or you feel you’re not getting enough value from it, moving to a new ERP system is a big undertaking.

Before you take the leap, make sure you need to replace your current solution, and determine that your organization is ready.


Experience shows that the most successful ERP projects start by optimizing operational performance. 

Here’s why: A detailed analysis of your business processes, practices and technical environment: 

  • Pinpoints areas for improvement
  • Accelerates time-to-benefit
  • Informs the software selection process


Choosing an ERP is a critical decision for any organization. There’s plenty of uneasiness and concern when it comes to choosing the right platform. 

Because, if you get it wrong, your ERP could end up being a costly, short-term solution. To get it right, you’ll need to gather an ERP requirements list and put it into context for your business. 


A new ERP system offers a rare opportunity to transform your company by increasing efficiency, enabling new capabilities and improving business performance. 

But, while a modern ERP solution can supercharge your organization, its implementation is one of the most complex and high-risk projects you will ever undertake. Learn best practices and how to avoid common pitfalls.


An ERP project is a huge investment of: 

  • Time
  • Money
  • Valuable resources 

The content shared in the following section is a product of countless years of ERP experience. Read on for a compilation of knowledge gained, helping hundreds of businesses with successful ERP projects.