ERP Area: Financials
Cloud type: Hybrid/private cloud
Products Implemented:  Accounting,Financial Management,Financial Reporting
Company Size:  0 – 1,000 Employees  /  Industry:  Business / Professional Services
Regions in Scope:  North America
Level of Complexity:  7
Reviewer Role:  Project Leader

Consultant Recognized:  Brian Potts
Project(s) in Scope:  Software Selection Advisory

Systems Expertise  4 out of 5
Implementation Process  5 out of 5
Responsiveness  5 out of 5
Quality of Consultants 5 out of 5
Flexibility / Adaptability 5 out of 5

SPEED & COST
Speed vs. Expectations:  1.25x the time we expected
Cost vs. Expectations: 1.25x cost budgeted

SCOPING ACCURACY:
How well did your implementation partner scope the work and understand your needs during the pre-sales process?
Partner scoped and quoted the work well, but our needs changed during implementation

Was the implementation team who actually performed the work the same team that was proposed?
No change

What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
We used Third Stage for software selection and implementation advisory work. The Third Stage team has a lot of general ERP vendor and implementation experience, but not quite as much in the niche solutions of our industry. Overall, I’m happy with the work and advice we received, but needed to balance their insights into the niche solutions with other sources.

Scope of Work:
ERP readiness and preparatory work

Organization Size: 0 – 1,000 Employees
Industry: Aerospace / Aviation / Automotive

Software System & Modules:
Haven’t selected our software yet
Finance

Systems Expertise  5 out of 5
Implementation Process  4 out of 5
Responsiveness  5 out of 5
Quality of Consultants 5 out of 5
Flexibility / Adaptability 5 out of 5

SPEED & COST
Speed vs. Expectations:  Right on schedule!
Cost vs. Expectations: Exactly what we budgeted

SCOPING ACCURACY:
How well did your implementation partner scope the work and understand your needs during the pre-sales process?
Partner scoped and quoted the work precisely

Was the implementation team who actually performed the work the same team that was proposed?
No change

Scope of Work:
Expert consulting on OCM in connection with litigation case.

Organization Size: 0 – 1,000 Employees
Industry: Legal

Software System & Modules:
SAP S4/HANA
All of the above and more

Systems Expertise  4 out of 5
Implementation Process  5 out of 5
Responsiveness  5 out of 5
Quality of Consultants 5 out of 5
Flexibility / Adaptability 4 out of 5

SPEED & COST
Speed vs. Expectations:  1.25x the time we expected
Cost vs. Expectations: 1.25x cost budgeted

SCOPING ACCURACY:
How well did your implementation partner scope the work and understand your needs during the pre-sales process?
Partner scoped and quoted the work precisely

Was the implementation team who actually performed the work the same team that was proposed?
No change

Scope of Work:
Third Stage helped us understand the impact of moving to an SAP S4/Hana implementation. They analyzed the scope of our systems and helped to craft a perspective on the impact to DaySpring.

Organization Size: 0 – 1,000 Employees
Industry: Wholesale

Software System & Modules:
SAP S4/HANA
Supply Chain Management

Systems Expertise  5 out of 5
Implementation Process  4 out of 5
Responsiveness  5 out of 5
Quality of Consultants 5 out of 5
Flexibility / Adaptability 4 out of 5

SPEED & COST
Speed vs. Expectations:  Right on schedule!
Cost vs. Expectations: Exactly what we budgeted

SCOPING ACCURACY:
How well did your implementation partner scope the work and understand your needs during the pre-sales process?
Partner scoped and quoted the work well, but our needs changed during implementation

Was the implementation team who actually performed the work the same team that was proposed?
Slight change in team

What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
The ERP system landscape is constantly changing. It is very challenging to keep up with as an organization that is focused on our business. It was really helpful to bring in experts that focus on that space.

Scope of Work:
Originally helped our team navigate the start of, information gathering for and implementing partner choice for our ERP project. Currently working hand in hand with our first module’s project team helping manage all the testing and follow up information

Organization Size: 0 – 1,000 Employees
Industry: Entertainment / Recreation

Software System & Modules:
Microsoft Dynamics 365
POS

Systems Expertise  3 out of 5
Implementation Process  3 out of 5
Responsiveness  5 out of 5
Quality of Consultants 4 out of 5
Flexibility / Adaptability 5 out of 5

SPEED & COST
Speed vs. Expectations:  1.25x the time we expected
Cost vs. Expectations: 1.25x cost budgeted

SCOPING ACCURACY:
How well did your implementation partner scope the work and understand your needs during the pre-sales process?
Partner scoped and quoted the work well, but our needs changed during implementation

Was the implementation team who actually performed the work the same team that was proposed?
Slight change in team

What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
We struggled to find a stride with them because we didn’t really understand how to utilize what they offer. We eventually navigated that with their leadership having very honest conversations about what did and did not work for us. Really happy we did that. otherwise, we would have missed out on the benefits they brought to the process. We need to clearly state what deliverables we need and whether or not they were meeting them. We allowed ambiguity for too long – I think that was more our issue than theirs. Once we spoke up it got so much better. Also, things started to jive so much more when our high-level team partnered with theirs and got more involved in oversight. Before that their project people were directly working with ours without Core team oversight and there was a lot of frustration and lack of clarity.

Organization Size: 0 – 1,000 Employees
Industry: Retail

Software System & Modules:
Oracle’s NetSuite
Supply Chain Management

Systems Expertise  5 out of 5
Implementation Process  5 out of 5
Responsiveness  5 out of 5
Quality of Consultants 5 out of 5
Flexibility / Adaptability 5 out of 5

SPEED & COST
Speed vs. Expectations:  Less than the time we expected!
Cost vs. Expectations: Exactly what we budgeted

SCOPING ACCURACY:
How well did your implementation partner scope the work and understand your needs during the pre-sales process?
Partner scoped and quoted the work precisely

Was the implementation team who actually performed the work the same team that was proposed?
No change

What “Lessons Learned” would you provide to others implementing with this partner / software? What else would you tell us about your project experience?
Would have relied more on Third Stage to manage the NetSuite and their partners (Far App & SoluPay)