Independent ERP advisory firm

ERP advisory: scoping, selection and management of your ERP project

OLING supports business departments, IT teams and project sponsors in scoping, selecting and managing ERP projects, from requirements definition through to acceptance testing, migration and deployment.

ERP, CRM, CMMS, Finance Systems and HRIS Advisory
Clearer ERP scoping and better-informed decisions Objective solution selection and system integrator management Better-controlled acceptance testing, migration and adoption
Scope of the service

ERP, CRM, CMMS, Finance Systems and HRIS Advisory

End-to-end support for ERP implementation

A rigorous methodology, practical deliverables and successful projects.

Implementing an ERP is much more than an IT project: it is a structural transformation of your processes, working practices and information systems. OLING supports you from end to end with an advisory approach based on an in-depth understanding of business challenges, independence from software vendors and the effective management of every project milestone.

Our multi-solution experience

We work across numerous sectors, including public, private and semi-public organisations, and have expertise in a wide range of ERP solutions:

  • SAP (S/4HANA, Business ByDesign)
  • Sage X3 / 1000
  • Cegid XRP Flex, Cegid Business Suite
  • Proginov ERP, PEP, IRP
  • Microsoft Dynamics 365 (F&O, Business Central)
  • Infor (M3, LN), Divalto, Odoo and other industry-specific solutions

A modular methodology, validated at every stage

Each phase includes a structured deliverable validated with your teams:

1. Requirements gathering and analysis

Facilitation of business workshops to define target processes and identify requirements for change. Preparation of scoping documents and requirements matrices.

2. Requirements and scenarios

Development of the functional and technical baseline: requirements matrices, business rules, use cases and IT systems mapping.

3. Competitive tendering and solution selection

Preparation of the RFP/CCTP, multi-criteria analysis, vendor presentations, scoring, recommendations and support with contract negotiations.

4. Design and configuration coordination

Management of design workshops, specification approval, configuration monitoring, interface management and documentation tracking.

5. Data migration

Data cleansing, mapping, load testing and validation of migrated data, including third parties, items, accounting entries and historical records. Approved migration plan and load acceptance reports.

6. Testing, training and acceptance

Test plans, VABF, VSR, issue reports, user materials, training sessions and deployment toolkits.

Data migration and interfaces: two pillars that should not be underestimated

Data migration: OLING manages the audit, structuring, validation and complete acceptance testing of your data migration. Our migration plans cover:

  • Master data, including third parties, items and charts of accounts
  • Inventory, commitments and historical accounting entries
  • Formats, transformation, mapping and test datasets

Interfaces: We scope and monitor data exchanges with connected systems, including DMS, HRIS, BI and CRM solutions, through APIs, native connectors or structured files. Each interface has its own data flow specification and test plan.

ERP functional areas

  • Finance: accounting, procurement, budgeting and e-invoicing
  • HR: payroll, training, career management, time and attendance, and recruitment
  • Logistics and distribution: inventory, sales and advanced logistics
  • CRM, after-sales service, field service and CMMS

Our added value

  • A dedicated senior project manager
  • Cross-sector and multi-ERP expertise
  • Change management and user support
  • Deliverables validated at every milestone
Objectives

Objectives agreed with your teams

  • Clearer ERP scoping and better-informed decisions
  • Objective solution selection and system integrator management
  • Better-controlled acceptance testing, migration and adoption
  • Deliverables defined during project scoping.
Our role

Our role in your assignment

OLING is not an ERP software vendor, reseller or system integrator. The firm provides independent advisory services to structure decisions, maintain project governance, ensure objective choices and secure delivery.

Scope

Scope of the assignment

  • Strategic scoping and assessment of the current environment
  • Requirements definition, process analysis and specifications
  • ERP selection support, tendering and solution comparison
  • Choosing between a general-purpose ERP and industry-specific software based on the functional scope
  • System integrator management, acceptance testing, data migration and change management
Project stages

When to involve our consultants

  • ERP project scoping, objectives, scope, priorities and governance
  • Process mapping, business workshops and requirements definition
  • Tendering, proposal analysis, solution evaluation and stakeholder alignment
  • System integrator management, interfaces, data migration, acceptance testing, training, go-live and hypercare
Deliverables

Requirements, decisions and project deliverables

  • Project scoping document, high-level schedule and project governance framework
  • Process maps, requirements definition and specifications
  • Evaluation framework, selection matrix, tender documentation and summary analysis of proposals
  • Acceptance testing strategy, interface plan, data migration strategy, training plan, change management, hypercare and risk monitoring
Project context

When this service is useful

  • Redesigning or replacing an ERP that has become a constraint on operations
  • A cross-functional ERP project involving finance, procurement, supply, inventory, production, maintenance or HR
  • Managing a system integrator for an SME, mid-sized company, industrial business, service provider or public-sector organisation
  • A project that has gone off track, a sensitive migration or the need to regain control of the roadmap
Your teams

Teams and organisations involved

  • Executive teams, business departments and IT departments
  • SMEs, mid-sized companies and multi-site organisations
  • Finance, procurement, supply chain, production and maintenance teams
  • Project sponsors requiring an independent third party to support decisions and manage delivery
Practical questions

Brief answers about ERP advisory

Evidence

Related anonymised engagements

Two anonymised ERP engagement contexts, without client names or undocumented results.

Water and wastewater

Public water utility

ERP advisory covering field service management and data exchanges with business systems.

Scope : ERP · field service management · business system interfaces

Industry

Industrial group

Divalto Infinity ERP advisory, IT governance, interim CIO services and PMO.

Scope : Divalto Infinity · IT governance · interim CIO · PMO

Consultants

Meet our consultants

Photo de Florestan Rouet
Florestan Rouet
Photo de Julien Pujol
Julien Pujol
Discuss your project

Define the support your project needs

Tell us about your requirements, priorities and constraints so we can agree the scope of the assignment.