ERP Modernization IT Transformation Playbook for European Technical Wholesalers
64 professional files (6 PDFs + 58 Excel workbooks) | 349+ spreadsheet tabs | 2,730+ rows of structured content | 11 organised folders
ERP transformation is one of the highest-risk, highest-value programmes an enterprise will run. Budget overruns, scope creep, and painful go-lives are common when the programme lacks structure. A disciplined playbook, covering readiness, design, delivery, and sustainment, significantly improves the odds of a successful outcome.
WHAT YOU GET: A THREE-PHASE JOURNEY
Phase 1: Diagnose. Seven domain assessments (30 questions each, 210 total) score your maturity across Process Strategy, Data Governance, Supply Chain Integration, and related areas. You can complete the Quick Scan diagnostic in under an hour and know exactly where the biggest gaps and opportunities sit.
Phase 2: Set Goals. Five PM template workbooks with roadmaps, RACI matrices, milestone trackers, risk registers, and stakeholder communication plans. These lock in scope, timeline, and accountability before a single line of implementation work starts, which is consistently where programmes succeed or stall.
Phase 3: Implement. Nine operational runbooks and checklists covering deployment, vendor and third-party handling, day-to-day operations, and handover and integration. Every runbook is built to be followed by a working team, not read and filed. Pro tips, example rows, and common-mistake callouts give you the benefit of hard-won practitioner experience from the first day.
7 DOMAIN ASSESSMENTS (210 QUESTIONS)
• Process Strategy
• Data Governance
• Supply Chain Integration
• Financial Transformation
• Customer Experience Design
• Technology Architecture
• Change Management Capability
9 OPERATIONAL RUNBOOKS
• Change Request Escalation Framework
• Customer Portal Launch Checklist
• Data Migration Handoff Protocol
• ERP Integration Interface Checklist
• ERP Supplier Onboarding Runbook
• Financial Close Automation Guide
• Go Live War Room Operations Plan
• Inventory Reconciliation Procedure
• Post Migration Data Quality Runbook
The full kit also includes a practitioner-grade library of PM forms spanning all five PMBOK process groups, KPI dashboards, risk and compliance registers, and reference cards. Every template comes pre-populated with domain-specific example data so your team can start editing, not staring at blank rows. You get a consistent operating system across diagnostic, planning, delivery, and sustainment, which is how mature programmes compound improvement year over year.
WHO THIS IS FOR: Programme directors, platform owners, functional leads, and transformation consultants.
Aligned with leading industry standards and PMBOK project management practice.
Instant download. Start your first assessment within the hour.
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Source: Best Practices in ERP Excel: ERP Modernization IT Transformation for European Playbook Excel (XLSX) Spreadsheet, Gerard Blokdijk
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