ERP Scoping and Assessment That Sets Your Project Up for Success

Understand where you are, where you're going, and how to get there confidently.

ERP Scoping and Assessment is the foundation of a successful ERP project. At iPlan Global, we help you take the guesswork out of implementation by thoroughly evaluating your current systems, processes, and goals—so you can move forward with clarity and purpose.

Start Strong With Strategic ERP Scoping and Assessment

Our structured approach provides a clear view of your organization’s readiness for ERP, identifies potential risks, and defines a roadmap that aligns with your strategic priorities. Whether you’re planning a new ERP rollout or upgrading an existing system, this is the critical first step to ensuring project success.

Why ERP Projects Fail—and How We Help You Succeed

Too often, ERP projects go off track due to poor planning, unclear scope, or missed requirements. That’s why our team of expert consultants takes a hands-on, collaborative approach—designed to uncover what your business needs, set realistic expectations, and align everyone around a shared vision.

With iPlan Global, you’ll gain:

A deep understanding of your current systems and future needs
Clearly defined scope, deliverables, and success criteria
Risk assessments and mitigation strategies
A practical, prioritized implementation roadmap

What Our ERP Scoping and Assessment Process Covers

Comprehensive Needs Analysis

We start by listening. Our consultants meet with key stakeholders across your business to understand current pain points, goals, and workflows. Through interviews, workshops, and process reviews, we build a complete picture of your technology landscape and operational challenges to recommend solutions that truly fit.

Detailed Project Scoping

We work with your team to define exactly what your ERP project should deliver. Together, we set clear objectives, outline deliverables, establish timelines, and determine resource needs. This shared understanding eliminates ambiguity and ensures all parties are aligned before implementation begins.

Risk & Feasibility Assessment

Before any system is selected or configured, we analyze the technical, financial, and operational feasibility of your project. We evaluate key risk areas—such as change management, regulatory compliance, and resource constraints—and develop strategies to avoid delays, scope creep, or budget overruns.

Implementation Roadmap & Deliverables

We create a phased roadmap tailored to your business based on everything we’ve learned. This includes defined milestones, deliverables, timelines, and responsibilities—so everyone knows what’s happening, when, and why. It’s your blueprint for successful execution.

Collaborative Stakeholder Engagement

ERP success depends on more than just software—it depends on people. That’s why we actively involve your internal stakeholders throughout the process. From front-line users to executives, we foster alignment and build buy-in from the start, ensuring smooth execution down the road.

Why Choose iPlan Global for ERP Scoping and Assessment?

When you partner with iPlan, you gain more than technical support—you gain a strategic partner dedicated to your success. Our consultants bring real-world experience across industries and ERP platforms, helping you make informed decisions and avoid costly missteps.

We don’t just assess — we empower.

We don’t just plan — we build confidence.

We don’t just consult — we partner with you.

Let's Define Your ERP Journey — Together

Before you implement, upgrade, or transform, start with clarity.

Partner with iPlan Global to scope, assess, and prepare your ERP project for success—on time, on budget, and aligned with your goals.