Survey

1
Private Sector
1. What is your company's primary industry?
Aerospace and Defense
Construction
Distribution
Education
Finance, Insurance and Real Estate Services
Healthcare
Manufacturing
Information Technology
Mining
Non-Profit (Including public sector, government, education)
Professional Services
Retail Trades
Telecommunications
Utilities (Gas, Electric, Etc.)
Wholesale Trade
Other (please specify) Please enter an 'other' value for this selection.
2. Is your company multi-national?
Yes
No
2
3. What is the approximate total annual revenue (in US Dollars) of your

company?
< $1M
$1M - $25M
$25M - $50M
$50M - $300M
$300M - $500M
$500M - $1B
$1B - $5B
> $5B
I don't know/ I don't want to disclose

4. In what stage of ERP integration is your organization currently engaged?
Software selection
Software implementation
Post implementation
Software upgrade
Software project (adding a functional area to an existing ERP system)

General Project Information
5. What are the primary reasons that your organization is implementing, or has
implemented, an ERP? (Check all that apply)
Because other companies have ERP
To appease the parent company or other key stakeholders
To better integrate systems across multiple locations
To better serve customers

3
To ensure reporting / regulatory compliance
To improve business performance
To make employee jobs easier
To position the company for growth
To reduce working capital
To replace an old ERP or legacy system
To standardize global business operations
6. What system is the new ERP software replacing?
Out-of-date / Pre-existing ERP system(s)
Accounting software
Non-ERP system(s)
Homegrown system(s)
No true system (i.e paper-based)

Selection Decision
7. Which ERP vendors are/were on your short list? Please provide the top
vendors that were considered:
8. Which ERP vendor did your company select?

4
9. How satisfied are you with the ERP vendors with whom you had
interactions?
Very Dissatisfied
Dissatisfied
Neutral
Satisfied
Very Satisfied
10. What type of ERP software did your organization purchase or is looking to
purchase?
On-premise
Software as a Service (SaaS)
Cloud ERP (hosted and managed off-site)
(If the previously chosen answer is ‘Cloud ERP’)

11. Why did your organization choose not to implement cloud ERP
functionality?
 Risk of data loss
 Risk of security breach
 Lack of information / knowledge about offerings
 Other (please specify)
12. What percentage of cost savings has your organization realized (or does
your organization expect to realize) from cloud usage?
0-20%
21-40%
41-60%
5
61-80%
Over 80%
13. Which ERP software solution did your company select?
14. What is the average cost of the software you are looking to purchase or
have purchased?
$0-$100K
$100K-$500K
$500K-$1M
$1M-$5M
$5M-$10M
$10M-$15M
> $15M
15. What was your estimated percentage of software costs to revenue?
1%-3%
3%-5%
5%-7%
7%-10%
10%-15%
> 15%
6
16. What was your percentage savings (or expected savings) from the initial
negotiation to the final negotiation?
10%-20%
20%-30%
30%-40%
40%-50%
50%-60%
60%-85%
85%-95%
17. How many ERP licenses were purchased or are planned to be purchased?
10-50
50-100
100-250
250-500
500-1000
1000-2000
2000+
Next Back
18. Which ERP modules has your company implemented or plan to implement?
(Check all that apply)
Master Data Management
Enterprise Performance Management
Customer Relationship Management (CRM)

7
Customer Self-Service
Business Process Outsourcing
Governance, Risk and Compliance
Project Portfolio Management
Human Capital Management, HR/Payroll
Commerce Solution
Transportation Management
Customer Experience
Supply Chain Management
Sales and Distribution / Order Processing
CRM
Financial Management (i.e. Procurement, Budgeting, Project

Accounting, etc.)
Product Lifecycle Management (PLM)
Advance Planning / Supply Chain
Materials Management
Product Configurator
Business Intelligence
Retail
Warehouse Management
Manufacturing / MRP
Transportation / Logistics
8
19. Of the modules you have implemented, what percentage functionality

have you achieved?
0-25%
26-50%
51-75%
75-100%
Have not yet started implementing

20. What types of user have (or will have) access to your company's ERP
system? (Check all that apply)
Field employees
Shop floor / warehouse employees
Management
Executives
Maintenance technicians
Quality control staff
Sales / business development
Next Back
21. What was or is your phasing approach for implementation? Please choose
only one of the following:
The big bang approach (i.e. go-live with all modules and offices at
one time)
9
Hybrid approach
Phased approach by module
Phased approach by location
Phased approach by business unit

22. How would you describe your organization's current or planned level of
ERP customization?
No customization
Minor customization (1-10% of code modified)
Some customization (11-25% of code modified)
Significant customization (26-50% of code modified)
Extreme customization (Over 50% of code modified)
Completely customized, in house developed, or best of breed

solution
23. What types of Business Process Management (BPM) activities did you
perform during your ERP implementation?
Improved key business processes
Improved all business processes
We did not improve business processes

24. In which areas did your company engage in BPM activities? (Check all that
apply) *This question is required.
 Marketing
 Sales
 Customer Service
 Order Entry
 Procurement
 Warehouse Management
 Shipping / Receiving
10
 Production
 Quality
 Accounting / Finance
 Human Resources
 Information Technology
 Research and Development
 Engineering
 Other (please specify)
25. How would you describe your company's focus on organizational change
management (OCM) during the ERP implementation? Please choose only one
of the following:
Very little or no focus on change management
Moderate focus on change management
Intense focus on change management

26. What types of change management activities did your organization
perform during your ERP project? (Check all that apply)
Newsletters
E-mails
Regular status update meetings with employee groups
Surveys
Organizational risk assessment
Focus groups with key individuals
Benefits realization plan
Customized training
27. Are you using, or did you use, an ERP consulting firm?
11
Yes
No
Consulting Firm - Yes
29. In what stage(s) of the project did you use the ERP consulting firm? (Check
all that apply)
Software selection and purchasing stage
Planning stage
Implementation
Post-implementation
30. What aspects of the project did the consulting firm provide guidance for?
(Check all that apply)
Software selection
Contract negotiation
ERP implementation
Change management
Training
Independent Verification & Validation
Benefits realization
31. Why did your organization engage external consultants? (Check all that
apply)
To be a strategic partner from planning through implementation
To conduct an unbiased software selection
To manage implementation
To provide organizational change management support

12
To turn around an at-risk implementation
To support internal resources with external specific skills and

expertise
32. Please provide further comments on your overall experience with ERP
consultants:
33. What is, or was, your role in the ERP implementation?
Executive sponsor / co- sponsor
Project team
Member of the management team
Functional or Technical Specialist
Consultant
Partially Involved
Not directly involved
34. Please feel free to provide any suggestions or comments:
Post Implementation
13
The following questions are respective of the total implementation costs

including technical resources, training, OCM, BPM, etc. and apply only to
organizations who have completed their software implementation.
35. Have you started implementing the ERP software?
Yes
No
36. Do you have another 5 minutes to tell us about your implementation?
 Yes
 No
37. What was the percentage of total implementation costs to revenue?
1%-3%
3%-5%
5%-10%
10%-20%
20%-30%
> 30%
38. What was your percentage above or below estimated costs versus actual
total implementation costs?
> 10% below estimate
0-10% below estimate
0-10% above estimate

14
> 100% above estimate

39. What was the average number of months of total implementation?
1-2 months
2-4 months
4-6 months
6-9 months
9-12 months
12-18 months
18-24 months
> 24 months
40. What was the total number of full-time internal users dedicated to the
project?
1 - 1.5 FTE
1.5 - 2 FTE
2 - 3 FTE
3 - 5 FTE
5 - 10 FTE
10 - 15 FTE
15 - 20 FTE
> 20 FTE
15
41. What were the average number of system integrations?
1-2
2-5
5-7
7 - 10
10 - 15
15 - 20
> 20
42. Did you complete your implementation within your original budget?
Under budget
On budget
Over budget by less than 25%
26-50% over budget
51-75% over budget
Over budget by more than 76%

43. What were your planned total ERP project costs and actual total project
costs? (in US Dollars)
43. What were your

planned total ERP project
costs and actual total
project costs? (in US $1M
Dollars) *This question is < $500,000 - $5M - >
required. $500,000 - $1M $5M $10M $10M
Planned Costs
16
43. What were your

planned total ERP project
costs and actual total
project costs? (in US $1M
Dollars) *This question is < $500,000 - $5M - >
required. $500,000 - $1M $5M $10M $10M
Actual Costs
44. How much of your budget was spent on the following implementation
items?
44. How much of your budget was spent on 0- 26- 51- 76-
the following implementation items? 25% 50% 75% 100%
Business Process Management /

Improvement
Organizational Change Management
Consulting Fees
45. What were your expected and actual durations for your ERP project?
45. What were

your expected
and actual
durations for
your ERP
project? *This
question is < 12 12 - 24 24 - 36 36 - 48 48 - 60 > 60
required. Months Months Months Months Months Months
Expected
Duration
17
45. What were

your expected
and actual
durations for
your ERP
project? *This
question is < 12 12 - 24 24 - 36 36 - 48 48 - 60 > 60
required. Months Months Months Months Months Months
Actual
Duration
46. Did you finish your ERP implementation within its original timeline?
On schedule
Over schedule by less than 25%
26-50% over schedule
51-75% over schedule
Over schedule by more than 76%

47. Approximately how long did it take to recoup the cost of your ERP project?
(Start from the initial investment of the project)
Less than 1 year
2 years
3 years
4 years
5 years or more
We have not yet recouped the costs of the ERP project
I don't know / I'm not sure

18
48. How would you characterize the level of commitment, buy-in, support, and
involvement of each of the following project stakeholders?
48. How would

you characterize
the level of
commitment,
buy-in, support, Very Fairly
and involvement little Some strong Strong Excellent
of each of the buy-in buy-in buy-in buy-in buy-in
following project and and and and and
stakeholders? support support support support support N/A
CEO / General
Manager / CFO
CIO / Head of IT
Board of
Directors
Mid-level
Managers
General
Employees
Consultants
49. Approximately what percentage of the total potential business benefits

outlined in your project's business case have you actually realized to date?
0-30% of projected benefits

19
We have no experienced any measurable benefits so far
We did not have a business case

50. What benefits did you receive from your IT or ERP system? (Check all that
apply)
Availability of information
Improved productivity and efficiency
Increased interaction across the enterprise, integration of business

operations/process
Improved lead time and improved inventory levels
Improved interaction with customers
Improved interaction with suppliers
Reduced direct operating and/or labor costs
Improved data reliability
Reduced IT maintenance costs
Less duplication of effort
Controls for compliance
Better informed decision-making
We didn't achieve any benefits

51. When did you realize these benefits?
0-3 months post 'go-live'

20
61 months or more post 'go-live'

52. What percent of reduction, or cost savings, did you realized in the following
areas?
52. What percent of reduction, or cost

savings, did you realized in the following 1- 26- 51- 76-
areas? 0% 25% 50% 75% 100%
Inventory Costs
Production / Operational Costs
Sales Costs
Financial Costs
Administrative Costs
Human Capital Costs
53. Would you choose your current ERP system again?
Yes
No
54. Please rate your satisfaction level:
21
54. Please rate

your satisfaction Very Very
level: Unsatisfied Unsatisfied Neutral Satisfied Satisfied
Flexibility to
change the
software
Overall software
functionality
Implementation
service of vendor
Implementation
service of third-
party
Use
documentation
provided by
vendor
Ease of reporting
Ease of use
Ability to meet
business needs
Amount of
customization
needed
22
54. Please rate

your satisfaction Very Very
level: Unsatisfied Unsatisfied Neutral Satisfied Satisfied
Implementation
cost
Employee
adoption
Training service of
vendor
Overall
implementation
experience
55. Please rate the following outcomes of your ERP project.
55. Please rate the

following outcomes of
your ERP project. *This Strongly Strongly
question is required. Disagree Disagree Neutral Agree Agree
Reduced headcount
Senior management
more satisfied with
system than before
Employees more
satisfied with system
than before
Clients served better /

more satisfied
23
55. Please rate the

following outcomes of
your ERP project. *This Strongly Strongly
question is required. Disagree Disagree Neutral Agree Agree
Overall satisfaction
56. What were the major challenges with your ERP project? (Check all that
apply)
Lack of top management commitment
Lack of overall vision
Lack of clear expectations and goals
Resistance to change
Lack of staffing resources
Inadequate requirements definitions
Poor ERP package selection
Inadequate resources employed
Internal resistance to changing the 'old' process
A poor fit between the software and users' procedures
Unrealistic expectations of the benefits and the ROI
Inadequate user training
Unrealistic time-frame expectations
Unrealistic budget
57. Did you experience operational disruptions at 'go-live'

24
Yes
No
How long did the disruption last? *This question is required.
One week or less
Two to four weeks
One to two months
Two to three months
Three to six months
Six months or more
58. Would you consider your overall ERP implementation a success or failure?
Success
Failure
Neutral or "I don't know"

59. How would you rate the difficulty of the process change and organizational
change aspects of the ERP implementation?
Very Difficult
Difficult
Neutral
Easy
Very Easy
60. How would you rate the difficulty of the technical aspects of the ERP
implementation?
Very Difficult
Difficult
25
Neutral
Easy
Very Easy
Next Back
Public Sector
1. What type of governmental agency do you work for?
Federal
State
Municipal
Special District
Agencies
Civilian Government Funded Agency
2. Which municipality do you work for?
County
City
3. Which Special District do you work for?
Transportation
Utilities
26
Education K-12
Higher Education
Non-Profit
NGO
4. Which agency type do you work for? Please choose only one of the
following:
Regulatory
Water Boards
Emergency Services
Recreational Districts
5. How many separate offices or sites are, or will be, involved in your IT
initiative?
2-3
4-5
6-10
11-20
>20
6. What is your role in your organization?
Program or Project Manager

27
Procurement Officer
Contracting Officer
Executive Management
Operations
IT or other technical role
Administrator

Survey

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Survey

Uploaded by

Copyright:

Available Formats

1

1. What is your company's primary industry?

Aerospace and Defense

Finance, Insurance and Real Estate Services

Non-Profit (Including public sector, government, education)

Utilities (Gas, Electric, Etc.)

2. Is your company multi-national?

3. What is the approximate total annual revenue (in US Dollars) of your

I don't know/ I don't want to disclose

Software project (adding a functional area to an existing ERP system)

Because other companies have ERP

To appease the parent company or other key stakeholders

To better integrate systems across multiple locations

To better serve customers

To ensure reporting / regulatory compliance

To improve business performance

To make employee jobs easier

To position the company for growth

To reduce working capital

To replace an old ERP or legacy system

To standardize global business operations

6. What system is the new ERP software replacing?

Out-of-date / Pre-existing ERP system(s)

No true system (i.e paper-based)

8. Which ERP vendor did your company select?

Software as a Service (SaaS)

Cloud ERP (hosted and managed off-site)

(If the previously chosen answer is ‘Cloud ERP’)

13. Which ERP software solution did your company select?

Master Data Management

Enterprise Performance Management

Customer Relationship Management (CRM)

Business Process Outsourcing

Governance, Risk and Compliance

Project Portfolio Management

Human Capital Management, HR/Payroll

Supply Chain Management

Sales and Distribution / Order Processing

Financial Management (i.e. Procurement, Budgeting, Project

Product Lifecycle Management (PLM)

Advance Planning / Supply Chain

19. Of the modules you have implemented, what percentage functionality

Have not yet started implementing

Shop floor / warehouse employees

Quality control staff

Sales / business development

Phased approach by module

Phased approach by location

Phased approach by business unit

Minor customization (1-10% of code modified)

Some customization (11-25% of code modified)

Significant customization (26-50% of code modified)

Extreme customization (Over 50% of code modified)

Completely customized, in house developed, or best of breed

Improved key business processes

Improved all business processes

We did not improve business processes

Very little or no focus on change management

Moderate focus on change management

Intense focus on change management

Regular status update meetings with employee groups

Organizational risk assessment

Focus groups with key individuals