The Opportunity
The client’s legacy system caused inefficiencies in order allocation, shipment processing, and reporting. Transitioning to a new ERP system risked major disruptions if not properly managed.
Challenges:
Our client, a family-owned business serving non-traditional fleets nationwide, was running its supply chain on a 1990’s-era DOS and paper-based system. The risks were clear: inefficient order allocation, mis-shipments, and a fragile foundation for growth. Transitioning to a modern ERP could unlock enormous value — but the journey carried significant risk.
The Solution
De-Risking & Ownership:
- Facilitated workshops where every process lead engaged with the new ERP.
- Concerns were captured, prioritized by likelihood and severity, and assigned directly to process owners.
- Empowered leads to own both risks and mitigation strategies.
Playbook & Training:
- Documented “to-be” processes with detailed standard work.
- Created a systems playbook and training guide embedding best practices and execution standards.
- Supported the rollout with intensive hypercare and onsite support.