A leading architecture, engineering, and construction (AEC) firm with over 1,500 professionals across the U.S
Navigating Rapid Growth with an Outdated System
Our client was experiencing steady year-over-year growth of 10-15%, and recognized that its 15-year-old legacy ERP system
was becoming a barrier to scaling for growth. This system created process bottlenecks and lacked the modern capabilities
needed to support future expansion. Recognizing the complexity of a full-scale ERP transition, the client engaged our team to
navigate the selection process, lay the groundwork for a smooth implementation, and manage the significant organizational
change critical for success.
The Roadblocks to Scaling Revealed
Through a comprehensive internal assessment involving over 100 stakeholders through interviews and workshops, we conducted a deep-dive analysis of the company’s ERP operational landscape. This effort involved mapping over 400 distinct processes and data flows, which provided a clear, aligned enterprise-wide view of inefficiencies and opportunities.
Building the Foundation for an ERP Upgrade Across Systems and Processes
Building on our comprehensive understanding of the client’s processes and ERP requirements, we designed and supported the client with two interrelated workstreams to drive a successful ERP upgrade and position the organization for scalable growth.
Workstream 1: ERP Evaluation & Selection Using the process maps and ERP requirements repository, we supported the client in assessing potential ERP systems, identifying the solution that best aligned with current needs. With a clear and aligned understanding of the organization’s needs, reaching consensus on the right system was straightforward. This clarity also strengthened $6-8M Projected Annual Cost Savings 8% Projected Increase in Overall Productivity CASE STUDY: Outcomes Strategic ERP Implementation for Scalable Growth Leading to $6-8M in Cost Savings This section in upper right hand corner, goes in the template above the Context section. contract negotiations and provided a robust, data-driven business case for the investment giving their leadership confidence in both the strategic value and expected ROI of the upgrade.
Workstream 2: Process Optimization & ERP Readiness In parallel, we established a PMO framework to oversee critical process improvement initiatives and prepare the organization for ERP implementation. These efforts delivered early benefits, allowed the client to practice change management, and built momentum for transformation. By standardizing processes ahead of the rollout, the organization could rely on a single set of best-practice workflows for the new system, avoiding debates over configuration decisions during implementation.
Our partnership turned a complex ERP upgrade into a structured, manageable plan. By aligning both system capabilities and standardized processes, we equipped the client with a strong foundation for a smoother implementation and long-term operational excellence.
